The Service Dilemma [eBook]

I’m delighted to make available our new publication «The Services Dilemma» as a free eBook download. The Services Transformation and the algorithmic revolution A fundamental, multi-tiered transformation of services is underway. It is so pervasive and of such scope that it entails a transformation of global competitive economics. First of all, it is part of a dynamic in the global economy, which not only adds to the relative growth of services, but leads […]

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Cloud Computing and Complexity

The business of Information Technology (IT) has a complexity problem. As a domain IT requires deeply specialized skills, the language of IT is arcane and business needs require multiple levels of translation and interpretation before being implemented as systems. This conceptual complexity creates a significant barrier between business and IT leadership. But there’s a bigger problem: The most complex issue facing IT today is technology itself. The IT infrastructure […]

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Why There’s No Future in Cloud Futures

An interesting debate took place at last week’s Cloud2020 gathering regarding the viability of futures markets for cloud computing capacity. I’m firmly at the skeptical end of the spectrum as the title of this post will attest. However, I had not given enough thought as to the reasons for my skepticism. Having reflected on it a little I’m more convinced than ever that any attempt to create either primary […]

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The Composable Enterprise™

We have witnessed a major shift over recent decades towards a digital services based economy[1]. Exponential growth in the power of information technology enhanced by Internet driven network effects mean that even the most mundane manufactured products are seen as just one component of a broader digital services based value chain. The shift to digital services has transformed the global competitive landscape. Maintaining competitive differentiation […]

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The Laws of Platform Economics

The economic evolution of computing platforms appears to be guided by a number of 'Laws' that are independent of any specific underlying technology. These 'Laws' help explain the evolutionary trajectory of mature platforms and can act as a predictor for the trajectory of emerging platforms and behaviors of those that control them. The first three laws of platform economics are: Value always migrates up the stack, Value gets […]

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Cloud Computing: A Short Guide For The Perplexed

Over the last couple of years the term cloud computing has become become public relations shorthand for «Look, look, we’re also cool.» The expression is now so overused and is applied so widely that it has become almost meaningless. That’s a problem. Senior business decision makers have been set a drift in a sea of PR and marketing confusion just at a time when they need to be making strategic […]

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Economics and Platform Architecture (Part 3)

Part 2 of this series of articles looked at how transitioning from scarcity to an abundance of fundamental computing resources enabled the historic one-to-one relationship between operating systems, applications and underlying hardware to be broken. Part 3 will examine how the ability to decouple hardware and software evolved into a new strategy for managing IT systems — saving company’s millions of dollars in the process — and laid the foundation […]

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Economics and Platform Architecture (Part 2)

Part I in this series of articles outlined the impact that the economics of scarcity has had on both software architectures and the structure of the computer industry over the last forty years. Part II of the article will discuss the transition from the economics of scarcity to the economics of abundance and how profoundly that has altered — and continues to alter — the computing landscape.

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Economics and Platform Architecture (Part 1)

The underlying economics of computing resources have always had a profound impact on development of computing architecture and in-turn the structure of the computer industry. In this regard the emergence of cloud computing is no different. Cloud computing has emerges as the product of a fundamental transition in the underlying economics of computing resources and — as in the past — this economic transition will drive profound changes in the structure of the computing industry. […]

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How 'Do Not Track' Will Transform Internet Business Models

Imagine a world where all internet browsers are required to present users with a simple question: «Do you want your online browsing activity tracked, recorded and shared with marketing companies — Yes or No?» What percentage of users do you suppose would answer «No?» My guess would be greater than 90%. If I’m anywhere close to being correct then Microsoft’s controversial decision to enable 'Do Not Track' (DNT) […]

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