What to Invest In and What to Build
summary
Argues a platform shift parallels mainframe→client‑server: IBM loses dominance when relational databases become practical once economics change from pay per MIP to owning servers. Claims the cloud and mobile repeat that pattern: removing server provisioning lets apps be rewritten for scale and new features, and creates big second‑order markets in networking, storage and front ends (Cisco/EMC/Microsoft analogs). Predicts very large, unexpected winners and recommends building or investing where infrastructure unbundles and economics flip.
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chapters (4)
- 0:00Introduction and context
- 1:03Mainframe to client-server shift
- 6:23Current shift from web to cloud
- 9:56Predicting platform shift outcomes
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