Highlights of IBM InterConnect 2017 Summary theCUBE

Highlights of IBM InterConnect 2017 with John Furrier @Furrier and Dave Vellante @dvellante

IBM Interconnect Playlist @theCUBE has all the video coverage from IBM Interconnect

From Dave:

Ginni when she took over, sorry, she was running strategy before she became CEO, I mean, IBM had a choice, they could go double down on infrastructure and go knock it out with Dell and EMC and HP, or they could go up the value chain. And my ongoing joke is Dell bought EMC, IBM buys some other company, and that to me underscores the differentiation in thinking. Oracle, I think, is a little different, but Oracle and IBM are somewhat similar, I think you’d agree, in that they’ve got a big SaaS portfolio, they’re trying to vertically integrate, they’re trying to drive high-value margin businesses. The difference is IBM’s much more services oriented than, say, an Oracle, and that’s still, as I say, a big challenge for IBM. But I’m more, I’m a bull on IBM.

From John:

IBM’s model of open source is very clear. If you look at what they’ve done with just Blockchain as a great example, they have mobilized their company, and they did it with Bluemix as well with the cloud, once they said, “We want to get in the cloud game,” once, “We want to do Blockchain,” they go open source at the core, then they get their entire brain trust workin’ on it. It’s not just a hand wave, some division, they’re kind of reorganizing on the fly, they’re kind of agile organization, which some may read as chaotic, but to me, I think that’s just good management practice in this day and age. They get an open source project, and they drive that home, and they have people contributing and giving that to the community, and then adding value on top and differentiating. It’s just classic 101, create some value, and create some differentiation with your products, and by the way, if you don’t want to use our products, build your own, or hey, use the open source code. That’s pretty much an over-simplified version of open source.

Bringing back the podcast: Silicon Valley Friday Show; 11 Years Ago I signed up for this blog

11 years ago I signed up for this blog.  Saw the notification and reminded me that I miss doing my podcast when I founded Podtech.net years ago.  So I’m bringing my Silicon Valley podcast back in celebration of WordPress.

Show Notes


Broadcast Date: 10/28/16

Host:  John Furrier @furrier


Jeff Frick  @jefffrick

Dave Vellante @dvellante

Mentioned in show:  

AT&T, Time Warner, Twitter, LinkedIn, Amazon, AWS, VMware, Shawn Price, Adrian Cockroft, Ignition Partners, David Richards, WanDisco, Sanjay Poonen, Google, Apple, ServiceNow, Andy Jassy, Pat Gelsinger, Oracle, Watson, IBM, IBM World of Watson, NFL, Bob Picciano, Quickbooks Connect, Tony Hawk, Shawn Price, Maggie Burke


Introduction / Welcome/Tease

  • AT&T Buys Time Warner
  • Earnings season

Other news:

  • Death of Shawn Price
  • Adrian Cockroft to AWS
  • Ignition Partners new office expanding in SV
  • UK tech company has boardroom brawl founder wins stays in control
  • Sanjay Poonen is COO at Vmware
  • Twitter is shutting down Vine
Segment 1:   Prime Topic

Earnings for big tech bellwethers

– Google hits with mobile ads

– Amazon misses but AWS just keeps rocking the house

– Twitter back on track and carrying a chip on their shoulder and good for them

– VMware retools with renewed cloud focus

– Linkedin  – $960m rev for quarter up 23%

– Apple down but still massive

– AWS cost structure


Tag:  AT&T and TimeWarner

Commercial break
Segment 2:

AT&T Buys Time Warner

  • Over the top content meets large network
  • Consumption for NFL is an example
  • New brands are emerging can this mega deal work?
  • Scaling Content?  Very Hard
Host:  Transition – Thinking Out Loud segment coming up next
Thinking Out Loud (1 or 2 soid points)

AI is not just artificial it’s augmented

Insight economy

WoW and Quickbooks Connect

Wrap up:
  • Show music composed and developed by Tyler Furrier

AWS Ten Year Birthday – Risky Bet to Winning Formula

bezosbetWhen Amazon.com launched its first Web service 10 years ago today, offering storage in the cloud, people thought it was yet another crazy, profit-nuking idea from Chief Executive Jeff Bezos.

Why on Earth, investors and analysts griped, was a company still struggling with a marginally profitable retail business embarking on what looked like an entirely unrelated business: selling the storage and computing services it used in its own operations to other companies? In “Jeff Bezos’ Risky Bet,” an October 2006 BusinessWeek cover story that was the first major media account of Bezos’ thinking behind Amazon Web Services, one Wall Street analyst groused that new investments such as AWS were “probably more of a distraction than anything else.” Even Tim O’Reilly, the CEO of tech book publisher O’Reilly Media who recognized Bezos’ strategy early on, called Amazon a “dark horse” against the likes of Microsoft and Google.

From dark horse to Triple Crown winner

A decade later, that dark horse is nothing less than a Triple Crown winner. There’s scarcely a startup that hasn’t run on AWS, and it’s critical to the digital operations of every company from General Electric Co. to Netflix Inc., which runs all its massive streaming video on Amazon. The unlikely offspring of a retail company, AWS has managed to outmaneuver computing and Internet giants from Microsoft and Google to IBM and Oracle.

Now, the onetime distraction is Amazon’s key distinction in a consolidating group of technology giants. AWS grossed $7.9 billion in revenues last year, up 70 percent from 2014, a growth rate four times as fast as the retail operations. AWS could start to become even more of a revenue driver, too. Morgan Stanley estimates that revenues will grow to $12 billion this year and $16 billion in 2017.

What’s more, AWS has arguably become  Amazon’s new profit engine. Although the unit constitutes only 7 percent of Amazon’s overall revenues, its $1.9 billion in operating profit isn’t far off the $2.8 billion operating profit of the entire $99 billion retail business. No wonder that Ben Schachter, an analyst at Macquarie Securities, last year valued AWS at $75 billion, almost half as much as the rest of Amazon’s business.

Read more 

Thanks Kara Swisher for Covering The ANGLE — siliconANGLE.com

Thanks Kara for noticing the new blog yesterday and writing a post. We all at siliconANGLE look forward to diving deeper into the stories that you report.

siliconANGLE.com a new blog that is a collaboration between me and my friends.  A new model in blogging and developing stories and analysis.


Teaser: Future of Blogging Economics – Blogging is Changing and For The Better

This is a teaser post. I am waiting to talk about this further, but to tease out the future of blogging economics I wanted to point out a great post worth reading. Blogging and social media is changing and is very relevant. Advertisers just don’t know how to engage with it.

Example quote from a smart blogger… “400 dedicated readers in a well-defined niche space, such as photography, beat the hell outta 40,000 drive-by users in an amorphous mob. Advertisers will want to reach those 400 people, because they know them, know what their interests are, and know that the ads served to them are going to the right people.”

This post is worth reading and really reading between the lines – in this post lies the answer to the “Future of Blogging Economics. More from me later on this topic (although I’ve been talking about this for 2 yrs).

Who Said Blogging Killed the Typewriter – My Cousin Tom Furrier – Typewriter Repair Featured in Boston Globe

My cousin Tom Furrier is featured in the Boston Globe today with his business as a typewriter repairman.  Who said blogging killed the typewriter.  Maybe he should go into blog repair 😉

Here is the link

There is still a demand for typewriter repairs, from those, young and old, who love the sound and feel of the machines to a number of businesses who keep them in regular use. Typewriter repairman Tom Furrier admits that he’s a dinosaur. He’s one of the few typewriter repairman in the Boston area who fixes typewriters only, and not those newfangled computers, faxes, and printers as well.

When Furrier first started fixing typewriters almost 30 years ago, no office was complete without the sound of clicking typewriters. The typewriter repairman was a common sight, making service calls to offices to fix gummy keys, broken springs, cracked rubber rollers, and busted return mechanisms.

Today? Furrier once went to a law office to fix a typewriter but the twentysomething receptionist didn’t know what a typewriter was. “She kept pointing to different boxes, saying, ‘Is that a typewriter?’ or ‘Is that one there?’ I told her ‘You’re standing right next to it.’ ”

But Furrier, who is also a typewriter collector and salesman, stays in business because typewriters are still used for forms, envelopes, and labels in law offices, town halls, hospitals, and funeral homes. “There are certain forms that still have to be typewritten and that are not computer-friendly, such as death and birth certificates,” says Furrier. “Every maternity ward has a typewriter, as well as funeral homes, which might seem strange in this day and age, but is good for me, of course.”

Furrier also fixes the typewriters of many writers who still tap out their drafts because they like the sound and the tactile experience.

“A lot of writers tell me that the sensory feedback from typing is different from the computer, and that typing slows down the thought process,” says Furrier, who also counts a local psychiatrist, physicians, and artists among his clientele. “Some doctors even recommend typewriters to their stroke victims, to help them build hand strength and eye coordination.”

It takes 30 minutes to an hour to fix most typewriters, and Furrier says a typewriter repairman can earn $40,000 to $50,000 a year. Furrier, who has a degree in forestry, says he wanted to work with his hands and finds great satisfaction from fixing a broken typewriter.

“I decided a long time ago that I was only going to fix typewriters – it’s typewriters or nothing,” says Furrier. “I like working with this old technology of motors, belts, pulleys, and levels.”

How does it feel to be a typewriter repairman in the age of computers? I get calls from all over the country, from people who want their typewriters fixed. Someone called me from Atlanta, which is a huge city with four million people, but not one typewriter repair shop. Another person was in Paris for the summer, and his Selectric broke, and he couldn’t find anyone in Paris to fix his typewriter, so he had to drive an hour and half outside the city to get it fixed. So we are a dying breed.

Up until the 1980s or so, there were millions of typewriters in offices all over the country. What happened to them all? Most are in landfills. Many offices just threw them in the Dumpsters. Some people did bring the machines home with them; a few workers told me that when they retired they were able to bring their typewriter home with them.

You have a lot of different typewriters in your shop, from portable electric Smith Coronas to IBM Selectrics. What’s your favorite typewriter? I like the older vintage manual typewriters, such as Royal, Olympia, Olivetti, Underwood, and Remington, and in particular, the really shiny, black lacquered machines from the 1930s. They have glass-topped keys with metal rings around them, which people love, because your fingers fit into them beautifully. They sell from $100 to $400.

Where do you get the typewriters that you sell at Cambridge Typewriters? The really nice, pristine stuff comes from collectors who pick up the machines at conventions. I also get typewriters from eBay and from people who are cleaning out their attic or homeowners who are downsizing.

And where do your typewriter parts come from? I have a graveyard in my basement, where I store tons and tons of old machines from every manufacturer. And there are supply houses that still make parts for newer machines, including ribbons.

What’s the oddest request you’ve ever gotten? One man used to come in every week and order a typewriter that could communicate with the dead. We’d tell him, “Yes, we ordered that, it’s on back order.”

I’ve seen earrings and necklaces that use typewriter keys for ornamentation. Do you sell typewriter parts to these jewelry artists? No. I don’t like to see nice machines cannibalized for jewelry. It bugs me.

People say they love the sound of a typewriter bell. Yes, the typewriter bell is a neat sound, and every brand has a different sound. When I do a repair, I always make sure the bell has a nice sustain to it. When the bell rings, it should fade out slowly. The Smith Corona has a loud distinctive bell, and the Royal has a nice pitch to it. But I don’t like the ring on a Remington machine.

Do you meet lots of people who don’t even know what a typewriter is? Surprisingly, typewriters are really popular now among teens and preteens who want to try typing on a typewriter. It’s a cool fad and they want to get that typewriter vibe.

Will typewriters ever make a comeback? No, I don’t think so, but I think there will always be a curiosity about typewriters. Typewriters will never go away completely – they’ll be around for a long, long time to come

Forget InterWebs Think InterClouds

I ran into this post by Cisco’s James Erquhart on Infra20.com titled – Is the Intercloud History Repeated?

James writes:  definitely some of the same elements are appearing in the Cloud Computing ecosphere that once helped build the Internet. Specifically, I see three key initiatives that have an analog in the Internet’s past:

1.  The rising importance of academia. Several initiatives are out there that show the increasing importance of the academic pursuit of cloud computing on the overall effort.

2.  Increasing interest in interoperability among cloud vendors. Surprisingly, vendors that stand to gain somewhat from cloud lock-in are admitting that customers are hesitant to move to the cloud for just that reason.

3.  Carrier interest in new service opportunities. The Internet represented huge business growth for telephone carriers in the early 90s, resulting in changing that designation to data network carriers.

Read the full post here.