The article has a eye-grabbing title that is quite larger than what's covered in the content, which has become a norm nowadays. My read: the article builds on 1 core thesis --- the big 3 are moving into infrastructure focused vendors, and more and more software layers, when moved to Cloud, will be owned by vertical aligned vendors with gradually refined market focuses (data warehouse, streaming/messaging, app hosting, etc.; and the pattern repeats itself along even higher levels).
I cannot say I have enough data to agree or disagree with the prediction. Mostly, the Cloud is still very early in its development.
The Cloud today only changes how the underlying business model works in provisioning computing. I.e., people now by default goes to Cloud for machines. That's a generational transition from the old DC/on-prem model.
But on top of this new model, the software only start to gain some properties that are distant from the old model fundamentally. Lambda is one such example. Docker/Kubernetes, as the article points out, is actually very incremental development over the old models (thinking about Vsphere puppet scripts etc.).
My sentiment is that fundamental shift like Cloud, only manifest itself after it gives birth to fundamental shift in how applications are developed and run. There are a lot of relatively new trends in this area, but none of them give me the impression of a killer paradigm. I am looking for something like PC + windows, Internet + Google, Cloud + ? type of thing.
I cannot say I have enough data to agree or disagree with the prediction. Mostly, the Cloud is still very early in its development.
The Cloud today only changes how the underlying business model works in provisioning computing. I.e., people now by default goes to Cloud for machines. That's a generational transition from the old DC/on-prem model.
But on top of this new model, the software only start to gain some properties that are distant from the old model fundamentally. Lambda is one such example. Docker/Kubernetes, as the article points out, is actually very incremental development over the old models (thinking about Vsphere puppet scripts etc.).
My sentiment is that fundamental shift like Cloud, only manifest itself after it gives birth to fundamental shift in how applications are developed and run. There are a lot of relatively new trends in this area, but none of them give me the impression of a killer paradigm. I am looking for something like PC + windows, Internet + Google, Cloud + ? type of thing.
Let's see in 10 years.