The Cloudcast
The Cloudcast
Mar 21, 2021
Did COVID transform Tech?
Play • 25 min

The COVID-19 pandemic will last ~18 months, but how long will the impact to the technology industry last? 

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SHOW NOTES:

HOW WILL COVID CHANGE THE TECH INDUSTRY?

REMOTE WORK and COLLABORATION

  • The foundational tools are in place (GitHub, Zoom, Slack, Jira, Public Cloud) but are they really designed for large # of remote workers collaborating? 
  • Event sign-ups were up 5-10x, but have people actually been consuming the content? 
  • Will companies continue to encourage and support remote workers, or do we see a boomerang in late 2021 and 2022? 

MORE RAPID ADOPTION OF THE PUBLIC CLOUD

  • Less people in the office, so more adoption of public clouds?
  • Public clouds grew, but not at faster rates than before - 2021/2022 might be better indicators, as 2020 had “budget concerns” for many companies (uncertainty)
  • More adoption of SaaS-like offerings (be near the clouds, align buying models, more flexible)
  • Acceleration of more agile approaches, as the world becomes more polarized - hence stability may be shorter intervals? 

WHY DIDN’T THE CLOUD PROVIDERS DO MORE?

  • Cloud providers have massive cash reserves (Microsoft, $137B, Google $112B, Amazon $50B), but no major acquisitions.
  • Nobody has initiate price-wars, but we are seeing more long-range ELAs announced

WHERE IS THE “NEXT BIG THING”?

  • 2006/2007 - iPhone, AWS launch ; 2008 Financial Crash
  • 2020 - ???


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