A Historical Analogy · To me, the cloud-computing landscape feels like the Web search landscape in 1996. Back then, Everybody who’d thought about it had clued in that this was going to be really interesting and useful. There had been a few offerings, much better than nothing but not really hitting a sweet spot. [Disclosure: One of them was me.] Then Altavista launched and it was clearly better than anything else. Meanwhile, Larry and Sergey were at Stanford thinking about transitive functions over the graph of Web hyperlinks. ¶
Amazon Web Services smells like Altavista to me; a huge step in a good direction. But there are some very good Big Ideas waiting out there to launch, probably incubating right now in a garage or grad school.