Baker says Google was first cloud provider to stop competing with independent infrastructure software providers.
“But they try and force the open source infrastructure build themselves. And I think Google was the first one to realize, like, Hey, this is kind of silly.”
Baker notes software is now 30% of IT spend, or 50% including cloud, versus 7-10% in 2008-09.
“And today it's roughly 30% excluding spending on the big cloud hyperscale infrastructures and service companies like Azure, Amazon web services, and Google GCP.”