Skeeve Stevens discusses the concept of a "Cloud ISP" - an Internet Service Provider that utilizes cloud infrastructure and virtual connections between data centers rather than owning its own physical network equipment. A Cloud ISP would deploy services rapidly using virtual routers, firewalls, and other network functions hosted in multiple public clouds. This elastic, software-defined approach allows the ISP to instantly scale capacity up or down as needed, with high redundancy across cloud providers and regions. Within the next 18-24 months, Stevens predicts the necessary technologies will emerge to allow Cloud ISPs to offer full-featured connectivity and services in a disruptive way.