On partnering with public cloud leaders
Do customers really understand the full economics of public cloud and the true cost of public cloud? It’s not a surprise — if it’s a business with a 50 percent margin, that means 50 percent of the budget is going to the provider of public cloud. There is a number in which it makes more sense to do it yourself. I actually believe that is the flexibility of where you want to place it and you cannot put all your eggs in one basket because if at some point, [the cloud provider] stopped innovating and you get locked in and takes you forever to get out. In terms of where you want to go here, it’s got to be about flexibility.
Amazon and Microsoft — of course they are partners. On a hyperscale level, they’re going to be a part of the infrastructure for every one of our clients. Why would I want to compete with that? That’s going to be a beast.