Presentation for CloudSlam 2009 looking at the cloud landscape and who might win - the large companies or startups? I know the cloud vendor landscape is changing every day, so if you have any feedback on Slide 8 (the cloud landspape), let me know.

1. Who will win in the cloud?
David or Goliath?
Krishna Subramanian
Sr Director
Sun Microsystems
krishnas@sun.com
408.209.9483
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2. Computing shifting to the cloud
First Wave: Software-as-a-Service, Web 2.0
Legacy New Leaders
Infrastructure-as-a-service
Market Drivers:
-Efficiency
SaaS, Web 2.0
-Green Tech
-Virtualization
-Open-source
Storage
Internet
Servers
Enterprise – To:
Cloud-based, shared, general-purpose
– Shift from existing: – Creates new leaders
In-house, dedicated, custom-built Google, eBay, Salesforce, Amazon...
apps
– SaaS $11B in 2011, 20% CAGR
– 1/3 Enterprise spend by 2012 in SaaS
– Web2.0 from $24B in ’07 to $40B in ’08
By: Krishna Subramanian
krishnas@sun.com
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3. Next wave: Cloud computing
By 2011, 40% of IT infrastructure will be bought as-a-service - Gartner
Merrill Lynch estimates $130B+ market opportunity in next 3-5 years
IDC estimates cloud services to grow to $42B in 2012, at 5 times the
growth of traditional IT, with a CAGR of 27%
Infratructure-as-a-Service
Custom Datacenter Custom Datacenter Custom Datacenter
Custom Datacenter Custom Datacenter
By: Krishna Subramanian
krishnas@sun.com
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4. What is cloud computing?
• Virtualized - drives economies of scale
• Elastic - grows & shrinks with your needs
• Flexible - offers some pay-as-you-go model, again CapEx to OpEx
• Accessible via a network - does not require proximity
• Some level of sharing - lower costs either via multi-tenancy, or sharing across
departments within a company, etc.
‣ Cloud computing is a paradigm shift, both in technology and business model
By: Krishna Subramanian
krishnas@sun.com
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5. Forecast: Many Clouds...
Private/
Public
Specialized
Clouds
Clouds
– Elastic datacenters: – Government clouds
– e.g. Amazon AWS, Mosso, – e.g. DoD’s cloud
Joyent, Flexiscale, etc.
– Enterprise clouds
– Hosting 2.0
– e.g. Morgan Stanley’s cloud
– Geo-specific clouds
– Private ecosystem clouds
– Platform-as-a-Service
– e.g. Force.com, Intuit Quickbase
– Application-specific/vertical clouds
By: Krishna Subramnian
krishnas@sun.com
5

6. Cloud Opportunities
Software-as-a- Provide apps as a service
Service Examples: SalesForce, SuccessFactors, Zoho, etc
Platform-as-a- Provide development and runtime environments for cloud apps.
Service Examples: Google AppEngine, Force.com
Provide key hardware/infrastructure elements on demand (e.g.
Infrastructure- storage, compute, database, etc)
as-a-Service Examples: Amazon, Sun, GoGrid
Provide technology to enterprises/cloud service providers to help
Supplier them build out one of the above stacks
Examples: VMWare, Sun, IBM
By: Krishna Subramnian
krishnas@sun.com
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7. So, who will win? David or Goliath?
• Paradigm shifts level the playing field
• New architecture requires a redesign for players big and small
• New business models require realignment on sales strategies
• New markets (e.g. SMB’s, Emerging countries) growing faster than
traditional large customer segments
• This creates opportunities for new startups
• Especially in areas that require specialized expertise/IP, and do not require
massive infrastructure buildout
By: Krishna Subramnian
krishnas@sun.com
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8. IT-as-a-service Stack
Twine
Oco
Marketo Ning Bidz Atlassian SpringCM
aprimo NetSuite Taleo Google Odyssey
Software Igloo
SugarCRM thinkFree Google Cognos eBay
-aaS HR Social Enterprise Content
CRM ERP Mktng ERM Office Mobile Analytics Ntwk. e-com. 2.0 aaS
NetSuite Kenexa Eloqua Success MS Live Amazon Amazon Xythos VMWare
SalesForce RightNow Factors Intuit Facebook
Intaact
Sun
Coghead Heroku Provisioning Boomi Appirio Zuora Billing HP
Ping Bitkoo OpSource (LeCayla*)
eVapt IBM
Platform-aaS Identity Integration SaaS- Aria
Development
& Runtime SalesForce Gigaspaces
-aaS -aaS Utilities
-aaS Google BungeeLabs Conformity Skema Mule -aaS Cloud
LongJump
Rollbase
10gen Compliance CastIron
Inter-cloud BlueStripe Service
Securact Integration Hyperic Analytics
Provider
Kaavo Ylastic PoolParty
OpSource CohesiveFT Cloud App Management Rightscale WeoCeo DynamicOps
Scalr
Enki Enomaly 3Tera Q-Layer Elastra DynamicOps VMOps
Provisioning Virtual Datacenter Automation
Sun Cloudscale
Eucalyptus
Infrastructure Non-relational
IBM(Aresenal Digital*)
as-a- Mosso
Microsoft DB Amazon
Backup EMC(Mozy*)
Service (SSD) (Simple DB)
Carbonite Elastra
Compute Data-aaS Storage- Zetta Enomaly
Joyent -aaS aaS
Flexiscale EnterpriseDB Elastra Parascale Box.net Parascale
Relational-
Amazon (AWS) Amazon (EC2)
DB StrikeIron Amazon (S3) Nirvanix
Rackspace
By: Krishna Subramanian
Virtualization krishnas@sun.com
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9. Cloud: big market, multiple opportunities
• Huge market provides opportunities for both large players and emerging
startups
• Ecosystems currently forming across suppliers to address customer needs
• Standards are beginning to emerge, these will play an important role in clouds
going mainstream
By: Krishna Subramanian
krishnas@sun.com
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10. Who will win in the cloud?
David or Goliath?
Krishna Subramanian
Sr Director
Sun Microsystems
krishnas@sun.com
408.209.9483
10