|By Brandon Watson||
|April 21, 2009 10:00 PM EDT||
Brandon Watson's "Many Niches" Blog
There’s been quite a bit of chatter on the web about the Azure Services Platform. Obviously I’m excited to see people talking about our new platform, especially when there is plenty of good, some bad, and some good if not somewhat rambling. There will be no shortage of guessing as to what Microsoft is “really up to” with our development efforts.
I wanted to take a crack at that one, but from a completely different perspective. I want to frame the discussion centered on the motivations of the platform providers, and let that be a guide to understanding the delivered product.
Let me start by giving a hat tip to the AMZN guys. Their web services platform (AWS) has really been at the tip of the spear for cloud computing. or the sake of this discussion, when I use the term “cloud computing,” I am talking about the developer platform, not things like GOOG apps. The AMZN services are a loosely coupled set of services targeted at developers looking to avail themselves of infrastructure buildout. Their infrastructure as a service (EC2) is a great way for developers to reduce their capital expenditures and take on a variable costing model for their servers.
The services, all up, encompass several key pieces for building applications that can take on a range of workloads. The ability to now run Windows Server 2003 (which should get you terminal services) means that as a developer, you can deploy varying application types into AWS, beyond simply web apps. From a developer standpoint, however, there is no unified development experience. Which brings me to the discussion around motivations.
AMZN essentially spends 10 months out of the year building out servers. They build out massive numbers of servers for the two months out of the year when they are handling the Christmas shopping season. AMZN is, for all intents and purposes, a giant mall. They spend hundreds of millions of dollars a year building more capacity for their mall. Their store is the primary reason shoppers come in the front door, and most of the year, their mall is empty, relative to the size of the mall. As a retailer with an ecommerce backend, their problems are no different than most enterprises. They have machines that are sitting around doing little or nothing for large portions of the year. Unlike most other enterprises, AMZN has the financial capacity to build out their server capacity. At some point, AMZN made the decision to no longer be the primary traffic draw to their mall. They realized that they could completely offset their own traffic (and then some) by taking the technology that they had built for themselves and making it available to other developers.
AMZN is, essentially, in the load management business. They are a low margin retail operator that is running a hugely expensive infrastructure for which they are seeking maximum utilization. They would like nothing more than to be noise in their own system. AMZN is relentlessly metrics driven. As such, they have a pretty good idea of how much money to expect off of traffic that walks through their front door. They know how much to expect from traffic ending up at one of their marketplace partners. With the addition of AWS, they have a new way to monetize their capacity, and with their predictable pricing model, they know exactly how much money they are going to make off of customers who deploy applications to their service.Traffic on their network makes them money. It may not make your app money, but it makes them money, so they are happy. It more than likely saves you money, so you are probably happy too.
So, AMZN is motivated by maximization of infrastructure capacity, and optimization of what would otherwise be very low margin businesses. They do this by delivering a loosely coupled set of services to developers looking for infrastructure as a service. They aren’t necessarily targeting developers. They aren’t a platform, per se. They are targeting anyone who is looking to move workloads off of their own infrastructure and onto AMZN.
Ahh, Google. I love those guys. They have done plenty of cool things, and their release of the AppEngine (GAE) was welcomed with very loud praise from many in the tech community. According to some reports, they had 25,000 developers sign up for GAE in the first few hours of releasing it.Taken as a whole, GAE is a very tightly coupled set of services designed to allow developers to build applications that will have no problem scaling up to, theoretically, infinite capacity. The rigid requirements for a developer deploying into the GAE are such that you use one language (Python) and their database (big table).
Once again, when considering what has been built, one need look no further than the motivations of GOOG to really get where they are going. When you consider the stricture imposed on the architecture of apps built for GAE (singple process, no long running queries, no local file access, no network access), a developer is all but required to build standard CRUD web applications. There is no stack for enterprise integration. The delivery vehicle is the web browser. The data that is created goes right into big table.
Some might say that GOOG’s core business is search. I actually have a different opinion. GOOG’s core business is the monetization of page views. Search is their instantiation of that business model, but many of their other applications have nothing to do with search, and everything to do with the monetization of page views. Think about gmail - ads on the sidebar.
Applicaitons on GAE are mostly CRUD apps, storing structured data into big table. As a developer, building an applicaiton on GAE, you are essentially feeding the GOOG beast. While they have not yet released final pricing, allow me to put on my pointy tin foil hat and talk about what might come to pass. GOOG knows exactly how much it costs to run their infrastructure, and as such could hand developers a bill for the resources which they consume. However, GOOG doesn’t have AMZN’s problem. Their traffic is mostly linear, and going up and to the right. It’s probably logarithmic at this point, but who’s counting? In any event, since they have little variability in their traffic patterns, they don’t have to get into the load management business. By allowing developers to build applications on their infrastructure, they are incurring unnecessary costs. Their motivations, however, are driven by their business model. Each new app that is plugged into the infrastructure ads new data to their data set, and creates new opportunities for page monetization.
Bottom line: GOOG is motivated by feeding the GOOG beast and monetizing pageviews. That shines through in the design of their app delivery vehicle, the tight coupling of the services, and the expected design patters of the applications to be built on their infrastructure.
With all of the above points in mind, hopefully you can start drawing some pretty good conclusions about the potential future directions of the competitive cloud platforms in the market. As for MSFT, there are plenty of things I could say, but let me simply state what I believe to be our motivations. We are a platform company. We very much believe that we are in the business of delivering the best platform and tools to developers to build great applications. Our on-premise stack has proven to be extremely successful over the last several decades. With the release of the Azure Services Platform, one of the core design tenets was that we would like to achieve parity between our on and off-premise stacks. The entirety of the Azure Services Platform is designed to enable experienced MSFT developers to be combat effective on day one.
However, the platform, from my point of view, is but a part of the engine. The heart of the engine is the application that you plan to build. GOOG very much believes that the web is the platform, and thus the web browser is the only delivery vehicle for applications. We have a divergent opinion. It seems absolutely crazy to me that a person carries around more computing power in their pocket today (cell phone) than was available a scant 15 years ago in the high end desktop computers, and GOOG believes that those processor cycles should be shunted aside. Our software plus services strategy really is about enabling developers to deliver the right experience to their customers, on the preferred end point device, at the right time from a single piece of infrastructure. We are motivated by our developers building great applications, and Azure is the final leg of the software plus services strategy.
[This post appeared originally here and is republished in full with the kind permission of the author.]
SYS-CON Events announced today that DatacenterDynamics has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY. DatacenterDynamics is a brand of DCD Group, a global B2B media and publishing company that develops products to help senior professionals in the world's most ICT dependent organizations make risk-based infrastructure and capacity decisions.
Apr. 29, 2016 05:45 AM EDT Reads: 2,387
SYS-CON Events announced today TMCnet has been named “Media Sponsor” of SYS-CON's 18th International Cloud Expo, which will take place on June 7–9, 2016, at the Javits Center in New York City, NY, and the 19th International Cloud Expo, which will take place on November 1–3, 2016, at the Santa Clara Convention Center in Santa Clara, CA. Technology Marketing Corporation (TMC) is the world's leading business-to-business and integrated marketing media company, servicing niche markets within the com...
Apr. 29, 2016 04:45 AM EDT Reads: 2,338
The IoT has the potential to create a renaissance of manufacturing in the US and elsewhere. In his session at 18th Cloud Expo, Florent Solt, CTO and chief architect of Netvibes, will discuss how the expected exponential increase in the amount of data that will be processed, transported, stored, and accessed means there will be a huge demand for smart technologies to deliver it. Florent Solt is the CTO and chief architect of Netvibes. Prior to joining Netvibes in 2007, he co-founded Rift Technol...
Apr. 28, 2016 07:00 PM EDT Reads: 1,465
Join IBM June 8 at 18th Cloud Expo at the Javits Center in New York City, NY, and learn how to innovate like a startup and scale for the enterprise. You need to deliver quality applications faster and cheaper, attract and retain customers with an engaging experience across devices, and seamlessly integrate your enterprise systems. And you can't take 12 months to do it.
Apr. 28, 2016 04:45 PM EDT Reads: 1,724
This is not a small hotel event. It is also not a big vendor party where politicians and entertainers are more important than real content. This is Cloud Expo, the world's longest-running conference and exhibition focused on Cloud Computing and all that it entails. If you want serious presentations and valuable insight about Cloud Computing for three straight days, then register now for Cloud Expo.
Apr. 28, 2016 04:30 PM EDT Reads: 1,617
IoT device adoption is growing at staggering rates, and with it comes opportunity for developers to meet consumer demand for an ever more connected world. Wireless communication is the key part of the encompassing components of any IoT device. Wireless connectivity enhances the device utility at the expense of ease of use and deployment challenges. Since connectivity is fundamental for IoT device development, engineers must understand how to overcome the hurdles inherent in incorporating multipl...
Apr. 28, 2016 02:45 PM EDT Reads: 1,360
Machine Learning helps make complex systems more efficient. By applying advanced Machine Learning techniques such as Cognitive Fingerprinting, wind project operators can utilize these tools to learn from collected data, detect regular patterns, and optimize their own operations. In his session at 18th Cloud Expo, Stuart Gillen, Director of Business Development at SparkCognition, will discuss how research has demonstrated the value of Machine Learning in delivering next generation analytics to im...
Apr. 28, 2016 02:30 PM EDT Reads: 1,550
Manufacturers are embracing the Industrial Internet the same way consumers are leveraging Fitbits – to improve overall health and wellness. Both can provide consistent measurement, visibility, and suggest performance improvements customized to help reach goals. Fitbit users can view real-time data and make adjustments to increase their activity. In his session at @ThingsExpo, Mark Bernardo Professional Services Leader, Americas, at GE Digital, will discuss how leveraging the Industrial Interne...
Apr. 28, 2016 01:15 PM EDT Reads: 1,085
The paradigm has shifted. A Gartner survey shows that 43% of organizations are using or plan to implement the Internet of Things in 2016. However, not just a handful of companies are still using the old-style ad-hoc trial-and-error ways, unaware of the critical barriers, paint points, traps, and hidden roadblocks. How can you become a winner? In his session at @ThingsExpo, Tony Shan will present a methodical approach to guide the holistic adoption and enablement of IoT implementations. This ov...
Apr. 28, 2016 01:00 PM EDT Reads: 1,500
SYS-CON Events announced today that Stratoscale, the software company developing the next generation data center operating system, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Stratoscale is revolutionizing the data center with a zero-to-cloud-in-minutes solution. With Stratoscale’s hardware-agnostic, Software Defined Data Center (SDDC) solution to store everything, run anything and scale everywhere...
Apr. 28, 2016 12:45 PM EDT Reads: 1,450
Angular 2 is a complete re-write of the popular framework AngularJS. Programming in Angular 2 is greatly simplified – now it's a component-based well-performing framework. This immersive one-day workshop at 18th Cloud Expo, led by Yakov Fain, a Java Champion and a co-founder of the IT consultancy Farata Systems and the product company SuranceBay, will provide you with everything you wanted to know about Angular 2.
Apr. 28, 2016 12:15 PM EDT Reads: 1,602
Digital payments using wearable devices such as smart watches, fitness trackers, and payment wristbands are an increasing area of focus for industry participants, and consumer acceptance from early trials and deployments has encouraged some of the biggest names in technology and banking to continue their push to drive growth in this nascent market. Wearable payment systems may utilize near field communication (NFC), radio frequency identification (RFID), or quick response (QR) codes and barcodes...
Apr. 28, 2016 12:00 PM EDT Reads: 532
SYS-CON Events announced today that Men & Mice, the leading global provider of DNS, DHCP and IP address management overlay solutions, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. The Men & Mice Suite overlay solution is already known for its powerful application in heterogeneous operating environments, enabling enterprises to scale without fuss. Building on a solid range of diverse platform support,...
Apr. 28, 2016 11:30 AM EDT Reads: 2,175
You deployed your app with the Bluemix PaaS and it's gaining some serious traction, so it's time to make some tweaks. Did you design your application in a way that it can scale in the cloud? Were you even thinking about the cloud when you built the app? If not, chances are your app is going to break. Check out this webcast to learn various techniques for designing applications that will scale successfully in Bluemix, for the confidence you need to take your apps to the next level and beyond.
Apr. 28, 2016 11:00 AM EDT Reads: 1,394
The increasing popularity of the Internet of Things necessitates that our physical and cognitive relationship with wearable technology will change rapidly in the near future. This advent means logging has become a thing of the past. Before, it was on us to track our own data, but now that data is automatically available. What does this mean for mHealth and the "connected" body? In her session at @ThingsExpo, Lisa Calkins, CEO and co-founder of Amadeus Consulting, will discuss the impact of wea...
Apr. 28, 2016 10:30 AM EDT Reads: 526
Whether your IoT service is connecting cars, homes, appliances, wearable, cameras or other devices, one question hangs in the balance – how do you actually make money from this service? The ability to turn your IoT service into profit requires the ability to create a monetization strategy that is flexible, scalable and working for you in real-time. It must be a transparent, smoothly implemented strategy that all stakeholders – from customers to the board – will be able to understand and comprehe...
Apr. 28, 2016 10:15 AM EDT Reads: 938
So, you bought into the current machine learning craze and went on to collect millions/billions of records from this promising new data source. Now, what do you do with them? Too often, the abundance of data quickly turns into an abundance of problems. How do you extract that "magic essence" from your data without falling into the common pitfalls? In her session at @ThingsExpo, Natalia Ponomareva, Software Engineer at Google, will provide tips on how to be successful in large scale machine lear...
Apr. 28, 2016 10:00 AM EDT Reads: 717
SYS-CON Events announced today that Ericsson has been named “Gold Sponsor” of SYS-CON's @ThingsExpo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. Ericsson is a world leader in the rapidly changing environment of communications technology – providing equipment, software and services to enable transformation through mobility. Some 40 percent of global mobile traffic runs through networks we have supplied. More than 1 billion subscribers around the world re...
Apr. 28, 2016 10:00 AM EDT Reads: 676
SYS-CON Events announced today that Fusion, a leading provider of cloud services, will exhibit at SYS-CON's 18th International Cloud Expo®, which will take place on June 7-9, 2016, at the Javits Center in New York City, NY. Fusion, a leading provider of integrated cloud solutions to small, medium and large businesses, is the industry's single source for the cloud. Fusion's advanced, proprietary cloud service platform enables the integration of leading edge solutions in the cloud, including cloud...
Apr. 28, 2016 09:30 AM EDT Reads: 2,498
The IETF draft standard for M2M certificates is a security solution specifically designed for the demanding needs of IoT/M2M applications. In his session at @ThingsExpo, Brian Romansky, VP of Strategic Technology at TrustPoint Innovation, will explain how M2M certificates can efficiently enable confidentiality, integrity, and authenticity on highly constrained devices.
Apr. 28, 2016 09:00 AM EDT Reads: 943