Tuesday, November 18, 2008

Cloudier and cloudier

A couple of weeks back I had the pleasure of watching Amazon's CTO, Werner Vogels, address 250 or so senior strategy people from the telecom world at the Telco 2.0 event in London. Sitting at the back of the room, at times I had the sense that the audience's hair was flying back, as if from some powerful blast, or the engines of a UFO landing. In other words, they seemed to be both amazed and shocked by his description of Amazon's approach to building a platform business, the process by which it decided to do so, and the sheer speed with which it has gained traction. I was somewhat surprised to see, well, that they were surprised. After all this has been a well-covered story for 30 months or so. Nevertheless, that's what happens when you find yourself in a world characterized by innovation cycles of six months or less. And today brings more good and bad news - good for Amazon, bad for lots of other people, especially anyone thinking about possibly scheduling a meeting to talk about maybe thinking about developing a CDN strategy - maybe. 

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