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  1. Uncategorized

OpenStack: An example of why we are so passionate about early stage technology

I originally published this post on Storm’s blog but thought it ought to be here was well.


I recently had the opportunity to speak at the OpenStack Summit in San Diego. It was a great conference and all the content is online for all to enjoy which is truly an opensource gift for those who couldn’t make it in person.

While its still early for OpenStack, I know its going to be a major disruptive force. OpenStack gives the opportunity for enterprise companies (or service providers) to offer similar basic capabilities as service offerings such as AWS to internal groups (or external customers) on their own private cloud. I am excited about the possibilities and so much so that I put together an entire presentation around the opportunity for startups and venture investors. My presentation with video captures most of our current thinking.

If you prefer just the slide deck


The high level summary is that OpenStack has started what will be a complete rebuild of the enterprise data center. It will take time and it won’t be a straight path but this shift represents one of the most fundamental changes to enterprise infrastructure in my 12 years as an IT investor. Many existing companies will adapt and thrive – many more will fail – but the massive disruption in the enterprise IT market will create enormous opportunities for startups in the years ahead.

Let me know what you think.

  1. Cloud
  2. IT Trends
  3. OpenStack
  4. SaaS

Its is a great time in enterprise information technology

I have been an active venture investor for 13+ years. I have never been more excited about the opportunities in enterprise IT. I will post more in the future about Openstack, the cloud, mobile and the changing landscape but Matt Asay of ReadWrite and 10Gen did a great job of summing it up in his article “It’s Official: Legacy Tech Vendors Are in Permanent Decline

With Oracle, IBM, Microsoft and SAP all repeatedly missing key earnings numbers, a clear and troubling trend has emerged.

SAP has missed key financial projections five times in the last 10 quarters. Oracle has whiffed four times in the last seven quarters. IBM has done better, but has tripped over earnings and revenue in the last two quarters. Microsoft? It has gone four straight quarters striking out on guidance for big areas of its business. Across the board these and other legacy vendors blame sales execution or macroeconomic factors.

Perhaps they should instead blame their technology.


The cloud is having a profound effect on everything IT. Trillions of dollars of market share are going to shift hands over the next decade.