This document discusses the various types of companies in the cloud ecosystem and their focus areas. It identifies 11 categories of companies: 1) cloud data access companies, 2) private cloud companies, 3) companies that manage complexity and cloud operations, 4) niche monitoring companies, 5) internet of things companies, 6) data management companies, 7) companies that analyze data, 8) business process companies, 9) automation companies, 10) data and process companies, and 11) physical automation and AI companies. It then summarizes the main focus areas of these different types of companies as cost, security/latency, complexity, monitoring, edge computing, data management, data analysis, automation, business processes, and the physical world.

1. Companies in different areas
of the cloud ecosystem

2. To give you a frame to think on. Data is key…
Data
Virtualisation
Processes
Applications
Runtime
Middleware
O/S
Servers
Storage
Networking
On Premise
Data
Virtualisation
Processes
Applications
Runtime
Middleware
O/S
Servers
Storage
Networking
Software as a
service
Data
Virtualisation
Processes
Applications
Runtime
Middleware
O/S
Servers
Storage
Networking
Process as a
service
Data
Virtualisation
Processes
Applications
Runtime
Middleware
O/S
Servers
Storage
Networking
Data as a service
(Xrates- Bloomberg)
Data
Virtualisation
Processes
Applications
Runtime
Middleware
O/S
Servers
Storage
Networking
You Manage Other Manage
The Big Data Divide
If you don’t own Data
You don’t have a business
On Premise
Infrastructure
as a Service
Data
Virtualisation
Processes
Applications
Runtime
Middleware
O/S
Servers
Storage
Networking
Platform
as a Service

3. What is the Value add of different companies in Cloud Ecosystem
There are 4 - 5 directions taken in the cloud ecosystem.
Connectivity
Remote
Location
On
premise
2. This has given rise to security of the data and access control solutions.
1.The change in connectivity, Internet, data speeds and costs has resulted in easy accessibility of data over the Internet.
3. This has been supplemented by innovation in devices and IOT devices
and lower costs for these devices which has the same drivers and
issues as above namely access, security and data.
4. This has resulted in a number of companies aggregating data and
providing data storage and access services like Amazon, Google,
Azure etc. Driving down the cost of storage and ease of accessibility.
Openstack
AWS Google
Azure
5. Driving down the cost of storage and ease of accessibility. Which again
drives adoption. Resulting in special companies in the ecosystem.
Lets look at the different companies in the cloud ecosystem

4. Lets look at the different types of companies in Cloud Ecosystem
1. First there are companies which provide data storage in the cloud.
These are called Cloud Data Access companies. These companies go
for scale and price and provide easy to access at a price. Public cloud.
3. They have different kind of mechanisms to pay and increases the
complexity. Some charge for each time you read the data and some
have storage. So there are a host of companies to manage this
complexity. Companies like Digital Ocean, Netrepid,Mirantis, Ansible,
proxmox etc, each in adjacent areas. Lets call them decomplexing
cloud companies. Each claims to make it simple and manage your
price, connectivity, security and operational management concerns.
They don’t provide physical servers like the above companies but
management of that servers and complexity.
4. Next you have very niche companies like Datadog or monitoring
companies which provide a niche in monitoring operational efficiency
or costs.
Physical Costs Public cloud, lowest cost options
GoogleAzure
Open
Stack
AWS
2. Next there are companies, which provide private cloud due to security
concerns. These typically could be small sized data center companies
like Interaxion, Equinix. These typically has lot of network options
which seeks to reduce networking price. And provide low latency
for applications which are critical for users.
Inter
axion
Equinix
Physical Costs Private cloud, low latency, Networking
options
Manage Complexity /Run Operations cos
Manage Complexity, run operations companies
Niche monitor operations and cost
Niche Monitor

5. Well now that you have the cloud infrastructure, lets see more
6. Buts lets not forget the old ones like Government or Public sector,
Office and Industry which already exists
5. Now you need to put something on the infrastructure to manage
your business. Before that lets concider the physical world or
devices and IoT. These are the new data services. And either there
are existing companies offering services or edge companies
making IOT products offering these services.
Outdoor Agriculture
Vertical
Industry Public
services
Logistics Services
Government Office Industry Personal
On the edge IOT
7. Now that you have data and lots of it, you need to manage it. So
there are companies like elastic, databricks, snowflake which
address this and help organize data. So we go back to the data
ware house organized concept versus the Data lake dump
concept, where you do ETL to transform data lake to DW quality.
Manage Data Cos
Physical Costs Public cloud, lowest cost options
GoogleAzure
Open
Stack
AWS
Inter
axion
Equinix
Physical Costs Private cloud, low latency, N/W options
Manage Complexity /Run Operations cos
Manage Complexity, run operations companies
Niche monitor operations and cost
Niche Monitor
On the edge IoT companies
Manage Data companies

6. Well now that you have the cloud infrastructure, lets see more
9. There is one offshoot called data and process companies. Since
data and processes go hand in hand. These could be AI or non AI
Cos like Ebuilder or Sales Force,which focus on business process.
8. Now that you have data, you need to analyse data and find
patterns and knowledge from that data, call it Machine learning
or Data mining companies. Or Analyse data patterns companies.
On the edge IOT Manage Data Cos
GoogleAzure
Open
Stack
AWS
Inter
axion
Equinix
Manage Complexity /Run Operations cos Niche Monitor
Analyse Data Cos
Physical Costs Public cloud, lowest cost options
Physical Costs Private cloud, low latency, N/W options
Manage Complexity, run operations companies
Niche monitor operations and cost
On the edge IoT companies
Manage Data companies
Analyse Data companies
10. There is also another offshoot which focuses on Automation
companies like Blue prism, Automation anywhere, Ipsoft etc.
Business process companies
Automation companies
Automation CosData and process Cos
11. Finally another offshoot, which comes in the physical world like
robotics (ABB), driverless cars Automation, mechatronics Robots
drones, automated robot soldiers all physical functions.
Physical Automation AI companies
Physical Automation/AI companies

7. Lets take out the complexity Where is the focus
Physical Costs Public cloud, lowest cost options
Physical Costs Private cloud, low latency, N/W options
Manage Complexity, run operations companies
Niche monitor operations and cost
On the edge IoT companies
Manage Data companies
Analyse Data companies
Business process companies
Automation companies
Physical Automation/AI companies
Cost
Security/Latentency
Complexity
Monitoring
Edge computing
Manage data
Analyse data
Automation
Physical world
Business process
Type of Companies Focus Areas

8. Three Questions
Do I require this
How Easy it is to access
Finally : What Value
Sum it in one word : What is the Value add