Castles in the Cloud - Jerry Chen, Greylock Partners
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The document discusses strategies for building a successful business in the cloud computing industry dominated by Amazon, Google, and Microsoft. It suggests focusing on developer communities, owning the end user experience rather than just being a cloud host, leveraging open source technology, making proprietary technology fill a weakness, focusing on areas too large for incumbents, using a multi-cloud strategy, addressing changes at the network edge, and leveraging blockchain technology. The key is taking a contrarian approach and being right about emerging trends to differentiate from the large cloud players.
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Castles in the Cloud - Jerry Chen, Greylock Partners
- 1. CASTLES IN THE CLOUD Building a Business in The Shadow of Amazon, Google, and Microsoft Jerry Chen
- 2. THE NEW MOATS Sustainable startup business models assault incumbents’ moats while building their own defenses.
- 3. BE INTRINSIC TO THE ENTERPRISE SYSTEM STACK SYSTEMS OF ENGAGEMENT WEB CRM HCM ERP ITSM MOBILE CHAT SYSTEMS OF INTELLIGENCE SYSTEMS OF RECORD
- 4. BUT HOW DO YOU BEAT AMAZON, THE 8000-POUND GORILLA IN THE CLOUD? And Google, and Microsoft...?
- 5. Cloud castles have firm foundations CLOUD CASTLE NETWORK EFFECTS ECONOMIES OF SCALE TOP OF CUSTOMER FUNNEL MOATS IN THE SKY
- 6. IF YOU CAN’T BEAT THEM, JOIN THEM.
- 8. OWN THE END USER Focus on developer communities. If the ultimate customer has a stronger affinity to your company’s products — not to the cloud host — then you can lead them down a path of monetization.
- 9. BETWEEN A ROCK AND A HARD PLACE YOUR TECH OPEN SOURCE CLOUD
- 10. MAKING DEEP IP WORK If you’re going to bet on deep IP, then (1) make sure you have best-of- breed tech, or (2) take advantage of a weakness.
- 11. NO ONE CAN DO IT ALL • Cloud castles are large companies. • Large companies are too big to do everything well. • Out-deliver them.
- 12. GO MULTI-CLOUD No customer wants to be locked into a single cloud, and every CIO we speak with is building a multi-cloud strategy.
- 13. THRIVE ON THE EDGE Incumbent castles are threatened by distribution changes.
- 14. RIDE THE BLOCKCHAIN Decentralization threatens the very idea of a cloud castle.
- 15. THE BIG TAKEAWAY It’s become conventional wisdom that you shouldn’t compete against the cloud castles. To win, you need something big — you need to be contrarian and you need to be right.
- 17. TOP THREE PLAYERS ACCOUNT FOR 55% OF THE MARKET Worldwide cloud infrastructure services Q1 2017: US$ 11.5 billion Q1 2018: US$ 16.9 billion Growth: 46.8% 35% 30% 25% 20% 15% 10% 5% 0% Q1 2017 Q2 2017 Q3 2017 Q4 2017 Q1 2018 AWS Microsoft Google Market Share Souce: Canalys estimates, Cloud Analysis, April 2018
- 18. CLOUD INFRASTRUCTURE SERVICES MARKET SHARE (IaaS, PaaS, Hosted Private Cloud) 30% 20% 10% 0% Q4 15 Q1 16 Q2 16 Q3 16 Q4 16 Q1 17 Q2 17 Q3 17 Q4 17 Q1 18 Share of Worldwide Revenues Amazon Microsoft IBM Google Alibaba Souce: Synergy Research Group