Tim Bauer’s Running Thoughts

As I watched Eric Schmidt, CEO of Google, speak on this webcast visions of Barney (the dinosaur version of Mr. Rogers) singing I Love You, You Love Me, We’re A Happy Family kept running through my head. So much stroking was going on between IBM and Google I couldn’t tell who was courting who.

Amused and curious on what this relationship was all about, I hit slapped on the headsets and started to listen.

I could go on but this webcast was full of fluffy thoughts that didn’t always jive so well together or were overly oiled. I was hoping for more of a detail analysis of their current product stack in the cloud space. Oh well, perhaps next time.

Would be curious on your thoughts … as always.

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• http://www.johnmwillis.com/other/eric-schmidt-ibm-and-clouds/
• Via RedMonk
• 5/1/2008
• IBM Business Partners Leadership Conf
• 5/21/2008, 6:00 AM
• Eric Schmidt
………………..○ Love in w/ the arch / tech team @ IBM
………………..○ Thoughts on distributed computing
………………..○ IBM is ahead of Google on Cloud issues
………………………………….§ Bauer thought – interesting statement … ponder that if they are ahead … why isn’t that shown in other ways
………………..○ 5/21/2008, 6:02 AM
………………..○ Models of Innovation (4 in the world)
………………………………….§ Europe, China, India, US
………………………………….§ All share success based on Internet
………………..○ RICE supply, Fish supply by mobile connections … short … due to pressing middlemen
………………………………….§ IBM figured out the platform of cloud
……………………………………………………□ Bauer Comment – isn’t IBM a middleman on their primary revenue (Services?)
………………..○ 5/21/2008, 6:05 AM
………………..○ Internet growth
………………..○ Moore’s law … creightors (sp?) law on disk capacity doubling every 12 months
………………………………….§ Bauer Comment – notice how he doesn’t acknowledge AMZN
………………..○ Open approach to internet … drives scaling (centralized)
………………………………….§ Bauer Comment – amusing … IBM is NOT open in many ways
………………..○ 3 tops books in Japan delivered 1st on mobile devices … then printed later
………………..○ 5/21/2008, 6:08 AM
………………..○ Shift from desktop to network centric (centralized)
………………………………….§ Bauer — Why should anyone be surprised by IBM backing centralized (that is their model – Big Iron). What is strange(but reality) is that Google is a centralized backer. Is the battle between peer-to-peer and centralized? Is MSFT the new robin hood w/ Mesh (allowing control to stay local)
………………..○ 5/21/2008, 6:09 AM
………………..○ Convergence isn’t about one device – its one server in client … access point by user can differ
………………………………….§ Bauer Comment – if computing becomes so critical and centralized in cloud … why wouldn’t you regulate and have the government take it on to insure cost control
………………..○ Big Switch Book reference (no reference directly)
………………..○ 5/21/2008, 6:12 AM
………………..○ Cost of Innovation is lower … Consumers drive this … Corporations not quick enough … caught
………………………………….§ IBM good job in app space doing this
………………..○ 70M blogs … average blog has one reader …
………………..○ 7M photos uploaded per day to Picaso
………………..○ 10 hours of video to YouTube every minute
………………..○ Drives integrated story telling
………………..○ 5/21/2008, 6:14 AM
………………..○ Cloud computing does matter to enterprise
………………………………….§ Virtualize
………………………………….§ VMWare good leader
………………………………….§ Email
………………..○ Google collaborative meetings … real time edits to shared doc
………………..○ You can ask customers thing you couldn’t before
………………………………….§ Trial a product
………………………………….§ Not a 3 yr / 1yr plan
………………………………….§ Changes on Fly
………………..○ 5/21/2008, 6:17 AM
………………..○ Talk of Google apps … Integration of Stuff into it
………………………………….§ Docs
………………………………….§ Calendars (cross link, search and cross update)
……………………………………………………□ Bauer Comment – he keeps saying ‘my point is’ but I think he is moving around w/o a central theme … more like a adhoc talk than a planned message
………………..○ 5/21/2008, 6:18 AM
………………..○ Talk of Google Android
………………………………….§ GPS, Phone, Camera, IM … those 4 apps intertwined
………………………………….§ Friend finder … helps you get to them quickly
………………………………….§ Example of cloud computing in summary
………………..○ IBM doing infra (linux / java)
………………………………….§ Got the headstart
………………………………….§ WPS … embed … into applications
……………………………………………………□ Business context of collaboration between google gadgets and IBM customers
………………..○ “The point here is”
………………………………….§ Challenge for developer
………………………………….§ Wifi enablement of devices
……………………………………………………□ Bauer Comment – consumer focus largest play
………………………………….§ Dev must anticipate large data sets … video etc
………………………………….§ Distributed data storage
………………..○ 5/21/2008, 6:23 AM
………………..○ Flip back to intro point … “Sam calling him”
………………………………….§ What Google and IBM needs to do
………………………………….§ No one understand cloud computing … google, IBM, university
………………………………….§ Build a version of this architecture … give to Universities
……………………………………………………□ Bauer Comment … seeding the next generation …
………………………………….§ Announced Open Source Cloud Computing for public in Oct 07
……………………………………………………□ Did @ Univ Wash, MIT, Berkley, Maryland, Bejing, Global, etc
……………………………………………………□ IBM gear, Tivoli, Google Apps
………………………………….§ 19 year old physics … modelled big bang on it
………………………………….§ European developed largest collection of prime #’s every
………………………………….§ Out of control … hand off to national science foundation on who gets CPU time
……………………………………………………□ Bauer Comment – making a big deal out of a capped infrastructure being donated to public … really many do this … probably at higher investment rates
………………..○ 5/21/2008, 6:26 AM
………………..○ “key Idea here”
………………..○ Computers are not alone, You can build these cloud platforms and get great value
………………..○ End of keynote … switch to panel Q&A
………………..○ 5/21/2008, 6:28 AM
………………………………….§ Panel Q&A – Eric / Sam
………………………………….§ How do Google / IBM collaborate given differences
……………………………………………………□ Sam – Business vs Research … debate on cloud (face to face, counter eric’s point of collaborative doc change)
……………………………………………………………………..® Bauer Comment – interesting .. I have always thought meetings are useless unless some asset is created or evolved (just talk … nets to little)
……………………………………………………□ Sam (still) – Who is the best partner .. .standards .. Aligned with strategy … culture of teams .. Committed to open source … google idea to go to academic community (eric said it was theirs)
……………………………………………………………………..® Bauer Comment – interesting … as I think going to the university can be a sticky wicket (bad PR) if perceived wrong
……………………………………………………□ 5/21/2008, 6:32 AM
……………………………………………………□ Eric – All innovation comes from bottom up … compatible culture
……………………………………………………………………..® Culture was similar
……………………………………………………………………..® Other companies were top down … too legal
……………………………………………………………………..® Sam – IBM has a lot of lawyers
………………………………….§ 5/21/2008, 6:35 AM
………………………………….§ Tangent – Love in On Why IBM is champion on focusing on University Arch Spend
……………………………………………………□ Eric – Always has built specialized gear / solutions for University
……………………………………………………………………..® No idea why good business to do so
……………………………………………………………………………………….◊ Bauer Comment – come on. No idea? Eric? No idea? Why don’t you ask Jobs why he focused on schools … easy … hook em early … you get em later
……………………………………………………□ Sam – Somewhat admitted true goal
………………………………….§ How you tactically make the two teams work
……………………………………………………□ Sam – Eric challenged two teams on mapping and shopping solutions. 8 weeks. Created prototypes.
……………………………………………………□ Eric – Show the future. Talking to people. People tend to agree but not back. Tries to use stuff even if he hates it. Immerse in it. Use the product. Sit next to it.
……………………………………………………………………..® Bauer Comment – Howard Hughes flash back.
………………………………….§ How does intersecting worlds of Enterprise and Consumer work
……………………………………………………□ Sam – Most things start in consumer space … lower risk of deployment. Tech view … is there a logical way to scale and get virtualization … while protecting the transaction … place to learn and then apply elsewhere
……………………………………………………………………..® Bauer Comment – Good point … shared gear … higher risk of breach in cloud
……………………………………………………□ Eric – Not much difference between consumer and enterprise … 1 key … enterprise will pay for some features … enterprise will pay for security and up time … traditional data centers offsite … IBM specialized … Google mini-me free for unsupported use
………………………………….§ 5/21/2008, 6:42 AM
………………………………….§ Local relevance … versus centralized
……………………………………………………□ Sam – Create cloud of business product … ERP .. HR .. Procurement … Not by region at IBM .. So they run in cloud … so it allows the business to focus on
……………………………………………………………………..® Bauer Comment – He isn’t answering how they stay locally relevant (sales relationships … delivery people on floor). I think this an even bigger problem for Google
……………………………………………………………………..® Eric – Doing Accntg and Payables (IBM is) for them
……………………………………………………□ Sam – Still – Have to deal w/ countries differently … China Out, MiddleEast Out, etc … basis of that … IBM tries to connect “IN” … start w/ societial model then embed in economic expansion … Leneuvo (sp?) deal in china … example
……………………………………………………□ Eric – Simple rule … people around the world want same stuff … family, material items, safety, healthy … only difference is language and culture (smaller factor)
……………………………………………………………………..® Bauer Comment – They also want to remove the middleman … which Google and IBM are in many situations
………………………………….§ 5/21/2008, 6:48 AM
………………………………….§ Social Network differences
……………………………………………………□ Eric – Impact business. Still too closed. Need to be more open.
……………………………………………………………………..® Bauer Comment – A ding on Facebook there
……………………………………………………□ Eric – Still – Real phenomena … this isn’t kids online in college … a large demographic is shaping relationships in this model
………………………………….§ Close

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