Re-Thinking Pork Bellies. Why There are No Commodity Clouds, Only Commodity Thinkers.
For a while now, I’ve been bothered with the word commodity. Like legacy, greenfield, there are value judgements implicit in the words. When we apply them to technology adoption, they serve as marketing oars to rock the new tech boat, but are not useful when you need a fish for dinner.
And this article on the NYSE community cloud is a great example of why there are no commodity clouds.
The NYSE’s community cloud platform is design to ensure that its customers are treated fairly, and it ensures them that the maximum latency that any user will experience in this data center is 70 microseconds (one millionth of a second) round-trip for any message, O’Sullivan said.
“We guarantee that nobody will have an advantage on the network,” said O’Sullivan. “It’s designed to be a level playing field for trading.
Basically, this compute service comes with a latency service level and a promise that no one gets better latency, thus ensuring a level playing field for traders.
So it’s “level-playing-field-as-a-service;” which is right and ridiculous. Right because that’s the differentiators; ridiculous that I have to pull the *aaS to describe what before I would have simply called “service.”
There was a time when coffee was called a commodity, then Howard Schultz of Starbucks came along, and Peet’s came along, and next, we are all paying $5 for coffee.
Even frozen pork bellies are not commodities anymore. You might remember this quote:
“Pork bellies! I have a hunch something exciting is going to happen”
But as you see from the link, even pork bellies are not commodities anymore in the trading markets.
And then again, pork bellies are not commodities according to chef Michael Mina–it’s now branded, locally-grown, organic and … sexy. Pork bellies. Sexy.
So you can see why I might think clouds are far, far from being commodities like pork bellies. Which are not commodities anymore.
As for x86 being a commodity? I don’t see Intel suffering. Don’t confuse platform with commodity.