
As I keep repeating, CAPEX is both a prerequisite to play in the big boy cloud and confirmation of customer success. Both IBM and Oracle are tens of billions of dollars in cloud infrastructure CAPEX behind Amazon, Google, and Microsoft. Oracle’s spending has at least ticked up, but their spending is not enough to keep pace, much less to have any hope of catching up to the infrastructure of the big three.
The whole post is worth reading if you are interested in public cloud providers in any way.
I, along with many others, received this email last week:
A server on which I am working runs this command: 


One of the nice things about blogging for so long is that you get to see the wheat separated from the chaff. If I’m still thinking the same thoughts five years or a decade later, that means that I’ve stumbled on one of my truths. (That or I’m just echoing my thoughts because I haven’t learned anything new. I believe it is the former, especially when it comes to development, something I spend a lot of time thinking about.)
