I came across a nicely written report on Blockchain – “The Walport report” that does a good job (especially on basic technology) of demystifying and clarification. Although it was commissioned by the UK government and so leans more towards government use cases, it does a good job of painting the broader canvas as well.
Worth a quick scan.
Nice little article in MIT tech review on how Dropbox has expanded its focus on the broader (enterprise) collaboration market. Some tidbits that caught my eye:
- Dropbox has a ~$10B valuation; sales are running at ~$1B a year up from ~$400M in 2014
- Cash flow positive since 2016
- About 10M new people start using the free version every month. Wow
- More than 200k companies have signed up for Dropbox business (up from 50k in 2014). Most are small companies
But not all is rosy. It’s still a very competitive market – e.g. Gartner counted ~130 companies in the file storage/sync market. Plus companies like Google are bolstering their collaboration offerings (e.g. they released a bunch of new features at Google Next this week).
Worth a read (but you will need a subscription).
I ran across some data on the “most hyped” cloud vendors from Oppenheimer research that I thought would be useful to share. It essentially confirms that Oracle, IBM lead in the “hype vs. reality” for cloud. [The essential question asked in the survey was:”Which cloud vendor has least lived up to the hype?”]
Notice that Amazon is near the bottom, where one would expect it to be.
A new report from the EIU (Economist Intelligence Unit) on IoT claims that adoption is slower than expected. Major blockers seem to be costs, concerns about security and lack of senior management commitment.
However not all is gloomy. More than half the surveyed execs are optimistic about the future potential of IoT.
Interesting article from the NYTimes on the people who run the world – a.k.a. the ~2500 billionaires. A few points that caught my eye:
- Six of the top 10 billionaires made their money in technology
- A new billionaire is created every three days in Asia(!), with 65 percent of the region’s billionaires in China. So much for communism not being the way.
- 57 percent are self-made, and another 31 percent received an inheritance and grew it into billions.
- Over half of all billionaires are worth between $1 billion and $2 billion. Go up to $5 billion and there are 2,101.
- More of today’s billionaires went to Harvard than to any other school. Stanford was second.
Definitely worth the read.
I had big hopes in picking up this book titled “The Amazon Way on IoT“. I had heard snippets of the author on a podcast and thought the book may shed light on Amazon’s IoT strategy.
Sadly, it doesn’t. Not only is it a painful read, it’s also devoid of any real new information that one can’t Google. It would more beneficial for someone trying to understand Amazon’s plans on IoT to read the documentation. Caveat emptor.
I found this nice little article on the role / state of open source in IoT from Eclipse . I particularly liked their distinction between the three software stacks – one at the device / thing, one at the edge / gateway and one in the cloud.
The paper does a good job of laying out the various open sources projects that contribute to each of these stacks. Apparently there are ~27 and at first blush one needs a Ph.D. in open source to understand this complexity! This should be heartening to the proprietary software vendors peddling their own IoT platforms. Open source IoT needs to consolidate this into something akin to a LAMP stack.