Dana Blankenhorn

Cloudflare and the Cloudless Cloud

The Cloud Czars gained dominance by putting cash flow into cloud infrastructure.

Apple, Microsoft, Amazon, Google, and Facebook now spend billions of dollars each quarter on data centers. They upgrade the ones they have, and they build new ones. This is the cloud world we know.

Cloudflare wants to change that. The company is selling a concept called “Web3,” in which every server can be a node on the cloud network.

The offering is based on distributed technology already used for cryptocurrency like Bitcoin and Ethereum. Cloudflare supports these efforts with gateways. The idea is that distributed software can now support cloud storage for less than what Amazon (for instance) charges to move data out of its S3 repository. It’s in moving data out that Amazon Web Services sees its biggest profits. Cloudflare says it can disrupt that. Amazon calls its storage offering S3. Cloudflare calls its new one R2.

Great theory. Harnessing the edge to take on the center makes sense. Letting anyone with unused space play in cloud markets sounds great. Exporting data with S3 is expensive.

The 2020s: The Machine Internet

(This is Part II of a three-part series on technology in the 2020s, for publication while I’m at the Heidelberg Laureate Forum in Germany.)

The 2010s were the decade of clouds and devices.

But it was done through human intermediaries. People did the input and the output came from people.

Even if you’re talking to your computer, you’re still in there directing it. Our interfaces in 2019 are, in that way, not that different from what they were in 1979. Fingers are replacing mice, voices are replacing keystrokes, but you’re still making the decisions.

That’s what I think will change most in the 2020s.

It all seems frightfully late to me. I wrote about this stuff as The World of Always On as far back as 2002. Then again, I wrote A Guide to Field Computing in 1993, before the iPhone was a gleam in Steve Jobs’ eye.

The Machine Internet has been delayed by the human element. Right now, most “analysts” still assume this will keep it from happening. They’re pushed out the date for self-driving cars from 2019 to 2029. They think autonomous technology must be perfect to be useful.

It only needs to be better than you.

A New and Better Future

Think of this as Volume 17, Number 26 of the newsletter I have written weekly since March, 1997. Enjoy.

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Living as we do in the now, we often fail to appreciate how the future is changing before us.

I know the future isn't what it seemed to be when I was young. Technology moves through the path of least resistance, and in my lifetime that has meant Moore's Law. Extending the exponential gains in computing power made possible by silicon into other areas of technology – wired and wireless networks, aluminum and optical drives – has transformed us in many ways without seeming to change society all that much.

I currently drive a little four-door hatchback that, in many ways, isn't much different than the Jeep wagon my dad took to California in 1970. (I inherited it durng my college years, and thank god fashion has made so much progress since the mid-1970s.) I live in a house that has stood since 1923, the year my mom was born, and looks from the outside just as it did then.

Facebook Knows It Can't Beat Google

The silly scandal of Facebook running off to Hillary Clinton's old campaign manager, trying to launch a privacy investigation over Google Social Circle, actually has a serious point behind it.

Facebook can't beat Google. And they know it.

The issue that has reporters Twittering is privacy and even the fact we're all talking about that means that Facebook has succeeded in its campaign, because we're talking about something Facebook has long had to deal with, and in that it can be seen as existing on a level playing field with Google.

But in evaluating the two companies that's not the real issue. Raw traffic is not the real issue. Ads are not the real issue.

The real issue is infrastructure.

Scott Cleland's Game: Turn Google Into AT&T

Scott Cleland is a Bell troll.

He is what he has always been, an apologist and paid advocate for the Bell companies and their causes. He hides his source of funds, and reporters new to every beat keep buying the act. It's crazy. Crazy like a Fox.

This week he's a concern troll, having issued a "book" (the same way Regnery publishes "books") that is nothing but a long hit piece against Google. USA Today gave him an admiring interview without once asking him where his money comes from, which is like treating Glenn Beck as an unbiased journalist.

Cleland's theme is that you can't trust Google, that Google always lies, that Google is not out to serve anyone but its own shareholders, and that it deserves the strict government scrutiny given his clients, the Bells.

The aim is simple. To hobble Google with lawyers and layers of bureaucracy, hordes of people who spend their days focused inward, taking big salaries to prevent innovators from innovating.

Free the WiFi

There are two reasons to share things via open source. So they won't become worthless, and so they can become more valuable.

The Sega game machine is an example of the former principle.  Had Sega been able to donate the code when they killed the product, it could have had an after-life. As it was, owners now have bricks.

WiFi is an example of the latter principle.  The Electronic Frontier Foundation now says it wants the WiFi protocol “opened,”  allowing free sharing of unused bandwidth.

Peter Eckersley calls fears of privacy and security that have made people lock their WiFi routers a “tragedy of the commons” and suggests the launch of an Open Wireless Movement to fight back.

I wrote something very similar two years ago, from Chengdu, where I was able to post stories only because of open wireless connections in a Chinese condo project. My hosts let us use a great apartment, but it had no computer, no Internet. Without the open connections of nearby units, which admittedly were on intermittently and didn't provide a ton of bandwidth, I would have been gone from the Web all that week. As it was, I delivered some of the most popular things I ever did write at ZDNet.

The Myth of the Telco Cloud

The acquisition by CenturyLink (actually Qwest), an old-line telco, of Savvis, a new-line Web host and core networker, for $2.5 billion, is being sold as a way to boost “cloud computing services.” 

Well, I'm sure that's what they want you to think. But where's the cloud here?

Does Savvis have a cloud? No, they have hosting centers and fiber lines. Does CenturyLink have a cloud? No, it's a phone company.

So this is, in a way, just financial manipulation. But, as a small piece in AmLawyer notes, this is all part of a larger trend.

I call it the myth of the telco cloud.

After the Carrier Death Spiral, Google

A “carrier death spiral” is what some are calling AT&T's acquisition of T-Mobile. (Others disagree.)

The merger raises the spectre of a renewed monopoly (as though the former SBC hadn't moved decisively in that direction years ago). The deal will take a year to clear although AT&T officials insist they have the stroke with the bureaucracy to get it done.

And they do. That's the problem.

I can't tell you how many trillions of dollars American consumers have paid over the last decades, over and above their real value, for wired and wireless bits, thanks to monopolistic practices we foresaw in the mid-1990s, tried to deal with, and then saw politics unravel.

The whole idea of the government, from the beginning, was to separate the infrastructure from the service. Thanks to a compliant Bush Administration, and Clinton appointees who were outmaneuvered, the Bell operating companies overthrew that deal. This led to the merger mania which now sees us with only three “choices” – AT&T, Verizon and Comcast – for most people just two of the three, and for others just one.

One Word for Broadband Stimulus

Congress is looking at putting anywhere from $6-9 billion into broadband as part of the stimulus bill.

Not what advocates like Free Press want. (They were looking at more like $44 billion.) But a lot more than I was thinking of, namely, zero.

This is not to say I hate broadband. I love me some broadband, the broader the better. I just happen to think that competition is a better tool for getting it than any subsidy.

Which leads to  one word, the one word by which I will measure whether this is money down a rathole or something significant.

Internet.

Phone FUD Targets Google

It may be the first challenge to the new President's tech policy.

For the last several months advocates for the nation's phone monopolists have been ginning up a public relations campaign against Google. They claim it's a monopolist. They claim it's a threat to freedom, a violator of privacy, evil.

It's being done in clever ways, through academics and think tanks you don't usually think of as Bell shills. Privacy advocates are being taken in, even the Electronic Frontier Foundation.

But it doesn't take a genius to see where all this is coming for, or where it's leading. All it takes is a little knowledge of the industry's history, a quick look at who stands to benefit, and a short Google of who's cheering from the sidelines.

Just read Scott Cleland's blog. Cleland, a notorious phone monopoly booster of long standing, has been hammering Google this year at every opportunity.

Google itself seems unable to understand the situation, or properly respond to it. CEO Eric Schmidt has tried to be personally charming. The company's other officials have sought to be transparent, and answer questions honestly.

Meanwhile, the stock market crash has hit Google hard. The company is now worth only about what Verizon is worth -- AT&T is now worth nearly twice that. And Google's stock valuation has begun tracking the phone giants. Suddenly it's no longer a growth stock.

How should Google respond? Aggressively. And it needs to understand who its opposition really is, the ruthlessness of that opposition, and the nature of the struggle.

It is a political struggle.