rbgibbons’ Activity

Fri Apr 8

NL

Boards Post

rbgibbons replied to the Saul's Investing Discussions board. 2:03 AM

Re: About the Cloud

As I suspected it's more about storage and the feeding of mobile devices than about heavy duty computing.

It really isn't. If it were just about throwing a bunch of hard drives on the web, we could have done that 15 years ago. It's [more]

Wed Apr 6

NL

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rbgibbons replied to the Saul's Investing Discussions board. 1:08 AM

Re: Bert Hochfeld

How is a cloud API conceptually different from a php framework that runs on a LAMP platform?

I haven't done anything with LAMP, so take this comment with a grain of salt.

But I think I'd mostly consider it orthogonal. For [more]

Tue Apr 5

NL

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rbgibbons replied to the Saul's Investing Discussions board. 9:32 PM

Re: Bert Hochfeld

OK. So you say there is first mover advantage, AWS has lock-in. But Windows has more moat because to read a Windows file requires the reader to also to have a Windows interface. To get stuff from the cloud any HTTP capable browser will work. Am I [more]

NL

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rbgibbons replied to the Saul's Investing Discussions board. 1:41 PM

Re: Bert Hochfeld

I experimented with Amazon's AWS early on. There is nothing proprietary about the cloud that would act like a moat.

There is a huge moat. AWS provides services using a specific interface, abstracting away a lot of potential [more]

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