The End of the Cloud Honeymoon

Cloud Computing has been around for more than a decade. It has generated tremendous growth and reshaped the tech industry. But is the “Cloud Honeymoon“ about to be over? 

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SHOW NOTES:

• The honeymoon is over for Cloud Computing (Business Insider, August 2021)
• Repatriation and Cloud Cost Management (Cloudcast, Eps. 520)
• Is the public cloud growing fast enough? (Cloudcast, Eps.511)

WHAT HAPPENS IF THE HONEYMOON IS ACTUALLY OVER?

A recent article claimed that (public) Cloud Computing is moving into the next phase of maturity, and it will cause challenges for “the big three” cloud computing companies (AWS, Azure, GCP).    

WHAT HAPPENS NEXT, AS CLOUD COMPUTING MOVES INTO THE NEXT PHASE?

• The Cost of Cloud, a Trillion Dollar Paradox (a16z)
• Morgan Stanley CIO survey - Will keep more data in data centers (after pandemic)
• Gartner report - company are moving away from “cloud first”

MARKET DYNAMICS

• The market is much more competitive than 10years ago, but they don’t have to convince customers that public cloud is viable anymore. 
•  Legacy Applications move to SaaS; Cloud-native Apps move to Public Cloud
• Migrations? Lift & Shift? Something simpler?
• Competitive consolidation has already happened (AWS, Azure, GCP). 
• Cloud vendors have eaten parts of their ecosystem (see: Open Source)
• Price wars haven’t really happened yet. 
• Cloud providers are trying to train the next generation of customers. 
• We haven’t seen the cloud businesses leverage the other parts of the business (much) yet. 
• Hybrid Cloud | Multi-Cloud 2.0 is coming, on purpose or accidentally

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