Is the Public Cloud growing fast enough?

Data Gravity - Moving data into the cloud is expensive and slow

Data Centers are long-term depreciation activities (10-20 years)

“App Modernization” budgets are small - as a % of IT budgets

SaaS is growing at 20% YoY

Cloud Costs are expensive and complicated to understand

Tech VC is still investing in Tech Startups

Security is always a Top 3 priority, and Cloud Security is different

A large portion of Enterprise and Gov’t isn’t connected to the Internet - and Mainframes aren’t in the cloud.

Retraining Cloud Skills takes time (Gladwell 10,000 hour rule)