I was in the audience for a panel discussion on Cloud Computing hosted by TiE. The panel was moderated by Nimish Gupta of SAP and had people from Amazon WebServices, Google, Opus Capital, and SAP. The interesting thing to watch was how the panel agreed to disagree on the benefits/definition of Cloud Computing. Pavni Diwanji from Google mentioned that it’s the tools on Google Apps and the API which matters to the developers.
Dan Avida, a VC from Opus, seemed to have innate knowledge about EC2 and mentioned that there are interesting opportunities waiting to be tapped for EC2. It may be interesting to look into those areas.
According to Vishal Sikka, CTO of SAP:
Cloud computing is suitable for smaller applications but not for large applications like SAP.
Adam Selipsky who represented Amazon agreed with that statement and said the current shape of Amazon EC2 & S3 is the first cut and is still in limited private beta. He further mentioned that Amazon’s prime focus is on stability of the platform and they haven’t added any major feature on EC2 and S3 in last 12 months.
On a question about competition for EC2, he joked, “There are rumors that the company on my left (referring to Google, as Pavni Diwanji of Google Apps was seated there) is working on something.” He went serious and said that educating developers to jump onto EC2 is the hardest part and he would love to have some competition so that they could spend millions of dollars in educating the customers.
On being asked whether Amazon is just utilizing the over capacity available in their data centers, Adam responded, “Amazon has invested around $2b for Amazon WebServices including EC2 and S3 and are fully committed.”
I took my turn from the audience and mentioned that using S3 as a natively mounted filesytem is a limitation on EC2 and asked about the oft-requested feature to support large databases on EC2. Adam quipped that he does not want to commit on a date but they are working on it. Cool.
On a side note: Adam and his team (couple of his colleagues in the audience) were pitching people to sign-up with their beta program at the venue but did not bring any candies for existing customers like me. Too bad! After the meeting I even sold the idea of using EC2 to a gentleman who was still kicking tires. Where’s my referral fee? 🙂