Software Defined Talk

Episode 505: There Could be Extra Innings

Feb 7, 2025
Cloud computing is likened to baseball, with phases of adoption compared to innings. The discussion touches on the challenges of cloud migration and recent revenue dips for tech giants. Dell’s changing policies on remote work are scrutinized, revealing tensions between flexibility and authority. The dangers of excessive optimism in teams are examined, alongside humorous yet insightful anecdotes about waffles and outdoor cooking trends. Plus, there's a lively debate around the latest AI developments and their impact on the tech landscape.
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ANECDOTE

Cloud Innings Metaphor History

  • Cote researched cloud "early innings" and presented it at cfgmgmtcamp 2025.
  • Peter Ulander (cloud.com) stated in 2010 that cloud was in its first inning, a metaphor that has persisted.
INSIGHT

Defining Cloud's Innings

  • Cloud's "early innings" metaphor is unclear; AWS CEO Matt Garman claims cloud is still early.
  • Experts debate if "early" means inning two or three and how to determine "endgame."
INSIGHT

Predicting the End of Cloud Innings

  • Cote created various models to predict the "end" of cloud innings, assuming different inning lengths.
  • Predictions range from 2027 to 2068, depending on factors like constant vs. accelerating growth.
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