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173: Oracle Begins Its Invasion of Sovereign Nations

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On The Cloud Pod this week, the team discusses shorting Jim Chanos amid the great cloud giant vs. colo standoff. Plus: Google prepares for a post-quantum world, Amazon EC2 M1 Mac instances are now generally available, and master of marketing Oracle introduces sovereign cloud regions for the European Union.

A big thanks to this week’s sponsor, Foghorn Consulting, which provides full-stack cloud solutions with a focus on strategy, planning and execution for enterprises seeking to take advantage of the transformative capabilities of AWS, Google Cloud and Azure.

This week’s highlights
  • Future forward Google prepares for a post-quantum world, while most corporations won’t catch up for a long time.
  • Amazon EC2 M1 Mac instances are now generally available (so the hidden Mac Mini under that developer’s desk can finally be replaced).
  • Master of marketing Oracle introduces sovereign cloud regions for the European Union.

    • Top Quotes  

    “Quantum computing has been taken very seriously from a security perspective. Conservative estimates [are] 10 to 20 years before we have quantum computers large enough and reliable enough to run short algorithms to factor these large primes. But we’re starting … It’s going to take a long time for businesses to actually catch on and realize and modernize and adopt this before the bad things start to happen. If they ever do.”

    “The big issue is from a federal government perspective: In a world where quantum computing can actually go through those primes fast enough and decrypt all this data … it’s a huge national security risk [and] a huge problem for the world. … Does it follow into the corporate world as quickly? No. Will it become a big issue when it happens? Hell yeah. There’ll be a Y2K-level disaster that we’ll have to be dealing with.”

    General News: Walmart Muscles In
    • Will cloud giants really drive colos off a financial cliff? Big leagues short-seller and Enron prophesier Jim Chanos seems to think so… or maybe that’s all part of his plan.
    • Walmart saw that and said, Well, we’re doing it too: Their CTO claims they’re now the largest hybrid cloud in existence. Having 10,000 massive buildings at their disposal must be convenient.
      • AWS: New York, New York
      • EC2 M1 Mac instances are now generally available. Thanks to Apple’s licensing agreement, they have to be turned on for 24 hours minimum.
      • Identity and Access Management gets IAM Roles Anywhere for workloads outside of AWS, removing a huge and clunky obstacle to adoption. Awesome.
      • EC2 Auto Scaling customers can monitor their predictive scaling policy with Amazon CloudWatch, but we’re left wondering how to close the loop on having to monitor the monitoring service to make sure it’s doing what it’s supposed to be doing.
      • If you’re a .NET developer leveraging AWS for all your compute needs, you’re in luck — there’s a streamlined deployment exp
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        tcp.fmBy Justin Brodley, Jonathan Baker, Ryan Lucas and Matt Kohn