so what happens w/ all this virtualization (VMware, Xen, Microsoft/Kidaro, RingCube, Moka5,...) coming in... aren't bare metal vulnerabilities @ the hypervisor layer a bigger deal?
... the 100million fund seems kinda useless (anyone remember the Kleiner's "Java Fund" ? exactly what success did they have with that one?) OR the Facebook fund by Bay Partners. dumb dumb dumb.
or maybe they are still smarting from the whole GOOD Technology fiasco trying to battle blackberries/RIM.
and all he means is IT = Internet Technology and believes that cloud based service of various kinds are as big of a change as the Electricity grid was...
what that means for IT personnel is simply that the challenges and solutions CHANGE - they dont disappear - they merely (will) appear in a difference place.
see ubergeek Chuck Thacker's powerpoint from a recent seminar at stanford -- they (microsoft *research*) has put some real effort in to looking in to all of this
http://yuba.stanford.edu/~nbehesht/netseminar/seminars/10_25_07.ppt
i attended the talk and chuck claimed only 25% cost improvement (not sure if he meant ongoing operational cost OR initial cap cost or blended).
Revenue Science [www.revenuescience.com] has been doing this quite well over the past few years... cross-correlating across the various customers they have, fairly accurate behavioral targeting is now possible... and no, i dont work for them, i just find myself deleting more cookies from them now.
""Let's see, the Google grid is one. Microsoft's live.com is two. Yahoo!, Amazon.com, eBay, Salesforce.com ""
Let us see... Yahoo is the new AOL so they are out.
salesforce will be amalgamated in to Oracle and become the SaaS arm of whatever shape the whole oracle/siebel/SAP side of legacy software looks like
Amazon will stay in the game (see mturk for relevance), and
eBay may yet survive.
That leaves three and possible 2 since amazon+ebay would make a good combo.
so there.
> go Frank.
Segway is the dumbest venture capital backed multi-millions of R&D backed contraption - EVER -- people -- lets see....segway is for those with LEGS and who can stand or walk or use their legs perfectly fine and makes them spend a few thousand dollars to go a little faster and not use their otherwise good-enough legs... DUMB DUMB DUMB.
had he invented an affordable wheel chair for those who cannot use or move their legs - now there is something to talk about.
uh.. whatever success Opsware has/had is in large part due to their excellent CTO/spiritual leader and the go-to guy for their customers - Tim Howes. Andreesen's name helps and he has grown a lifetime in the last five years but is not the primary reason (imho) for Opsware's success.
It is not the cost that matters at all. Net app (in the late 90s) were all about offering a cheaper alternative. Now, the challenge is a low-cost-of-operation "appliance" that has no more "state" than my toaster. And the "Cost" I seek to minimize is the ongoing cost in time and $$ of updates, storage, backup, anti-virus, and sharing. I think in the long run, google is on the right track (and maybe Skyblue out of Stanford CS dept - see Monica Lam's work), broadband links are reliable enough and fat enough, and the customer-side operations-"cost" is well understood vs. capital cost of acquisition of hardware. Who knows, a wimax linked x-tunes/zunes/iPod may prove the model first but that "untethered" (as in software-installs and "state") PC is a coming me thinks.
Both companies suck at caring for their customers. I wish Google will start making and selling consumer PC terminal thin clients that do not have any 'state' and do not require any local software to be loaded at all. the geekboys can battle out the oh so 90s choices. all i want are my applications and i really do not want to give a damn about the OS anymore.
there is a bunch of startups (ok, very moneyed startups like Clearwire, M2Z) aiming to battle the traditional telcos in the WiMax arena, hoping that not having to dig up streets and relying on existing fiber backbone bandwidth (available rather cheap vs. a few years ago) will do the trick. The dollars are on their side, not sure if their math is right though...
"crop" based alternative fuel production is the wrong way to proceed imo, primarily because of water. it takes roughly 800-1000 tons of water to produce 1 ton of grain (1 ton of grain represents 1,000 tons of water (see http://www.earth-policy.org/Books/Out/Ote6_6.htm, http://www.sdearthtimes.com/et0700/et0700s8.html). bio-bacteria based in our oceans or water bodies may do a better job overall though i shudder to think shell chevron etc owning vast tracts of ocean surface to produce synthetic fuel...
Brazil processing plants also use the leftover sugar cane to light the fires for distilling the ethanol out of the sugar cane juice/molasses as well. This gets rid of the high cost of electricity or fossil-oil for powering the process and is at the heart of most of the energy-in, energy-out calculations that turn out so favorable in Brazil's case. Making the same ethanol (out of corn) using electricity or oil is significantly more calories in than calories out (net negative calories) ---
...that is the sole reason Mr. Khosla is interested. He is very VERY smart, and has made lots of money for himself and his venture firm (KPCB accounts for a significant percentage of ALL venture profits). KhoslaVentures,http://khoslaventures.com/resources .html> his new gig five and a half degrees apart from KPCB though they share office space, has some of his recent powerpoint presentations including the somewhat controversial ones on Ethanol. But if one goes through it rigorously, it can be seen that it is long on "collecting" other people's observations and short on brilliant insights contributed by Vinod Khosla. If I was to place a bet at this point in time, I bet he walks away having made a few hundred million $$ in 10 years time from this alternative/clean-tech investing. For more fawnish coverage on 'the man', see valley wag Om's http://gigaom.com/ and Matt Marshall's http://siliconbeat.com./
this and yesterday's article in NYT by the same author (Nicholas Wade) look like placed (indirectly paid for to some PR mavens) ads for 454 lifesciences (if named after the famous chevy engine, a helluva name for a company). 454, having built a fair-to-middling sequencer is trying hard to stay alive in a race to the $1000 genome that will not be won by them or solexa, another startup given their slow pace and limited read lengths of the base pairs.
nothing new here. move on folks.
no no no no no. not @ the end points, but replicably (thats not a word) at any intermediate point by a cheap (in $ + operations without manual oversight) and modular 'node' all using substantially similar (if not same) software for routing said bits. the scaling beauty that is the net is a result of these 'nodes' incarnated as route-servers, routers, and switches. if routing at the end points was all we needed, we would need to build in the entire route-map at the endpoints as well - c'est no posseeble !
i would like to the refs carrying a wifi linked video-pod for reviewing instant replays to cut down on the amazingly wrong decisions. socceroos using them is kinda straightforward
excellent point ! not many get the "timing" of india's IT boom coincident w/ the US growth in IT and that whole Y2K thing that gave the US IT folks a good look at the cheap labor available. the fact that nothing came of Y2K further buttressed perceptions of india as a cheap and "good" outsourcing destination.
"miniscule" when converted to dollars maybe (and not usually) -- Companies are paying 15 to 30% increases over their previous pay plus some additional perks (Indian tax laws exempt most perks from income tax -- e.g. Car Allowance etc) for engineers/tech-support types to switch. while 25% of $20,000 p.a. may not strike you as something other than miniscule, it is 25% over the previous and it matters.
btw, the word on the street in bangalore is that Apple did indeed pull out because of cost related issues. At 15% average y-o-y increase in employee compensation (total) and office rents and house costs equal to silicon valley (in per sq ft), Bangalore just isn't that cheap anymore and the quality is definitely questionable. i think, based on personal experience talking to entrepreneurs there that there is approx 1 clueful engineer for every 100 or so in the big companies there.
GAAAAH - Software is NOT "intangible", it just _requires_ better and more clueful and active management across people/timezones/projects/products. not that different from hardware or any other product delivery for that matter, just more complex because degrees of "freedom" are more than plain hardware products.
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drop some of these 'cubes' in Tahrir square i say -- then breadcrumb them all the way to the nearest border...
so what happens w/ all this virtualization (VMware, Xen, Microsoft/Kidaro, RingCube, Moka5,...) coming in... aren't bare metal vulnerabilities @ the hypervisor layer a bigger deal?
... the 100million fund seems kinda useless (anyone remember the Kleiner's "Java Fund" ? exactly what success did they have with that one?) OR the Facebook fund by Bay Partners. dumb dumb dumb. or maybe they are still smarting from the whole GOOD Technology fiasco trying to battle blackberries/RIM.
and all he means is IT = Internet Technology and believes that cloud based service of various kinds are as big of a change as the Electricity grid was... what that means for IT personnel is simply that the challenges and solutions CHANGE - they dont disappear - they merely (will) appear in a difference place.
see ubergeek Chuck Thacker's powerpoint from a recent seminar at stanford -- they (microsoft *research*) has put some real effort in to looking in to all of this http://yuba.stanford.edu/~nbehesht/netseminar/seminars/10_25_07.ppt i attended the talk and chuck claimed only 25% cost improvement (not sure if he meant ongoing operational cost OR initial cap cost or blended).
me thinks they are using gear supplied by Zeugma Systems of Vancouver to do a per-subscriber-flow throttle/queue-priority manipulation.
Hungry officials raid Microsoft office? no wait...
Revenue Science [www.revenuescience.com] has been doing this quite well over the past few years... cross-correlating across the various customers they have, fairly accurate behavioral targeting is now possible... and no, i dont work for them, i just find myself deleting more cookies from them now.
""Let's see, the Google grid is one. Microsoft's live.com is two. Yahoo!, Amazon.com, eBay, Salesforce.com "" Let us see... Yahoo is the new AOL so they are out. salesforce will be amalgamated in to Oracle and become the SaaS arm of whatever shape the whole oracle/siebel/SAP side of legacy software looks like Amazon will stay in the game (see mturk for relevance), and eBay may yet survive. That leaves three and possible 2 since amazon+ebay would make a good combo. so there. > go Frank.
Isn't this sorta like zing (www.zing.net)? maybe they will sue MS or get bought by them.
Segway is the dumbest venture capital backed multi-millions of R&D backed contraption - EVER -- people -- lets see....segway is for those with LEGS and who can stand or walk or use their legs perfectly fine and makes them spend a few thousand dollars to go a little faster and not use their otherwise good-enough legs... DUMB DUMB DUMB. had he invented an affordable wheel chair for those who cannot use or move their legs - now there is something to talk about.
uh.. whatever success Opsware has/had is in large part due to their excellent CTO/spiritual leader and the go-to guy for their customers - Tim Howes. Andreesen's name helps and he has grown a lifetime in the last five years but is not the primary reason (imho) for Opsware's success.
It is not the cost that matters at all. Net app (in the late 90s) were all about offering a cheaper alternative. Now, the challenge is a low-cost-of-operation "appliance" that has no more "state" than my toaster. And the "Cost" I seek to minimize is the ongoing cost in time and $$ of updates, storage, backup, anti-virus, and sharing. I think in the long run, google is on the right track (and maybe Skyblue out of Stanford CS dept - see Monica Lam's work), broadband links are reliable enough and fat enough, and the customer-side operations-"cost" is well understood vs. capital cost of acquisition of hardware. Who knows, a wimax linked x-tunes/zunes/iPod may prove the model first but that "untethered" (as in software-installs and "state") PC is a coming me thinks.
Both companies suck at caring for their customers. I wish Google will start making and selling consumer PC terminal thin clients that do not have any 'state' and do not require any local software to be loaded at all. the geekboys can battle out the oh so 90s choices. all i want are my applications and i really do not want to give a damn about the OS anymore.
there is a bunch of startups (ok, very moneyed startups like Clearwire, M2Z) aiming to battle the traditional telcos in the WiMax arena, hoping that not having to dig up streets and relying on existing fiber backbone bandwidth (available rather cheap vs. a few years ago) will do the trick. The dollars are on their side, not sure if their math is right though...
"crop" based alternative fuel production is the wrong way to proceed imo, primarily because of water. it takes roughly 800-1000 tons of water to produce 1 ton of grain (1 ton of grain represents 1,000 tons of water (see http://www.earth-policy.org/Books/Out/Ote6_6.htm, http://www.sdearthtimes.com/et0700/et0700s8.html). bio-bacteria based in our oceans or water bodies may do a better job overall though i shudder to think shell chevron etc owning vast tracts of ocean surface to produce synthetic fuel...
Brazil processing plants also use the leftover sugar cane to light the fires for distilling the ethanol out of the sugar cane juice/molasses as well. This gets rid of the high cost of electricity or fossil-oil for powering the process and is at the heart of most of the energy-in, energy-out calculations that turn out so favorable in Brazil's case. Making the same ethanol (out of corn) using electricity or oil is significantly more calories in than calories out (net negative calories) ---
...that is the sole reason Mr. Khosla is interested. He is very VERY smart, and has made lots of money for himself and his venture firm (KPCB accounts for a significant percentage of ALL venture profits). KhoslaVentures,http://khoslaventures.com/resources .html> his new gig five and a half degrees apart from KPCB though they share office space, has some of his recent powerpoint presentations including the somewhat controversial ones on Ethanol. But if one goes through it rigorously, it can be seen that it is long on "collecting" other people's observations and short on brilliant insights contributed by Vinod Khosla. If I was to place a bet at this point in time, I bet he walks away having made a few hundred million $$ in 10 years time from this alternative/clean-tech investing. For more fawnish coverage on 'the man', see valley wag Om's http://gigaom.com/ and Matt Marshall's http://siliconbeat.com./
this and yesterday's article in NYT by the same author (Nicholas Wade) look like placed (indirectly paid for to some PR mavens) ads for 454 lifesciences (if named after the famous chevy engine, a helluva name for a company). 454, having built a fair-to-middling sequencer is trying hard to stay alive in a race to the $1000 genome that will not be won by them or solexa, another startup given their slow pace and limited read lengths of the base pairs. nothing new here. move on folks.
no no no no no. not @ the end points, but replicably (thats not a word) at any intermediate point by a cheap (in $ + operations without manual oversight) and modular 'node' all using substantially similar (if not same) software for routing said bits. the scaling beauty that is the net is a result of these 'nodes' incarnated as route-servers, routers, and switches. if routing at the end points was all we needed, we would need to build in the entire route-map at the endpoints as well - c'est no posseeble !
i would like to the refs carrying a wifi linked video-pod for reviewing instant replays to cut down on the amazingly wrong decisions. socceroos using them is kinda straightforward
excellent point ! not many get the "timing" of india's IT boom coincident w/ the US growth in IT and that whole Y2K thing that gave the US IT folks a good look at the cheap labor available. the fact that nothing came of Y2K further buttressed perceptions of india as a cheap and "good" outsourcing destination.
"miniscule" when converted to dollars maybe (and not usually) -- Companies are paying 15 to 30% increases over their previous pay plus some additional perks (Indian tax laws exempt most perks from income tax -- e.g. Car Allowance etc) for engineers/tech-support types to switch. while 25% of $20,000 p.a. may not strike you as something other than miniscule, it is 25% over the previous and it matters. btw, the word on the street in bangalore is that Apple did indeed pull out because of cost related issues. At 15% average y-o-y increase in employee compensation (total) and office rents and house costs equal to silicon valley (in per sq ft), Bangalore just isn't that cheap anymore and the quality is definitely questionable. i think, based on personal experience talking to entrepreneurs there that there is approx 1 clueful engineer for every 100 or so in the big companies there.
GAAAAH - Software is NOT "intangible", it just _requires_ better and more clueful and active management across people/timezones/projects/products. not that different from hardware or any other product delivery for that matter, just more complex because degrees of "freedom" are more than plain hardware products.
ipv6 may be useful once voip (w/ SIP+XMPP) is a reality beyond the farce that is vonage/skype/ ?