Corporations need to adopt the Cloud because it enables a new productive paradigm. The Cloud Poker consists of better customer experience, lower costs, faster innovation and happier employees. It will be impossible for organizations to compete against the Cloud Poker with traditional methods. The choice is stark, change or die. A new productivity paradigm …

Over the next decade, Cloud infrastructure could grow into a $2–4T market, with valuations close to $10T Public cloud infrastructure is already a $100B+ market in the western world, although it still has less than 15% penetration. Over the next two decades as it takes over most IT infrastructure spend it could growth 10–20x, becoming a $1–2T market. If the current business model continues, it will also…

~$30–35Bn internal spend could represent 1/3 of the overall public cloud infra market. Google clearly in the lead Cloud hyperscalers built their business leveraging internal cloud spend. How does their internal spending rank? An estimate of cloud spend for the top 5 US tech giants yields $30–35Bn, representing 1/3 of the total cloud infrastructure market. Google is clear #1, with $15–20Bn, demonstrating why it has been able to…

General-purpose technologies redefine how the economy and society work through periodic revolutions. They take time to adopt, going through a long development phase, before being adopted at scale in the deployment phase. The next general-purpose technology is Cloud, and it is entering its deployment phase: cloudification. Cloudification will bring massive…

The Turbulent Twenties is bound to be a decade to remember, with several radical changes happening at the same time. Changes that have been accumulating during the last decades and are now inescapably ready to discharge. The world that comes out on the other side will be transformed. …

During the first internet boom, 20 years ago, there was ample talk about the convergence of Telco, Media and Technology (TMT). Now, the last months have completed this convergence, creating an scenario that would have been difficult to imagine back then. First, eight new technology giants have emerged, threatening to…

Facebook’s developer conference F8 gives great information on what the company is proud about and what are its priorities. This year two highlights stand out: its commitment to creating an iPhone moment in VR and its deep acknowledgement and willingness to tackle its social responsibility after Cambridge Analytica. …

In “Enlightenment Now” Steven Pinker shows how the world is better than ever thanks to the values of the Enlightenment, but declinism and misunderstanding are leading us to doubt the foundations of our progress. He calls for people to reclaim the pride and moral conviction once rightfully associated with Enlightenment…

In my experience as an investor, entrepreneur and startup advisor I have learned a number of lessons. They are fully aligned with the advice you get from startup and VC gurus, but at least for me, it takes a bit of pain in my wallet and my pride for the…