The greatest potential of cloud gets utterly ignored

We should analyze "cloud plays" in terms of worker productivity and reduced costs around HQs.

Look at how IBM just framed up their $34B acquisition of Red Hat:

https://twitter.com/IBMNews/status/1056628506610810880

Bloomberg acknowledged the same thing:

https://twitter.com/business/status/1056774333635485696

OK, so ... cloud is a big deal. Amazon is winning. Microsoft is probably second. Google is in there somewhere. So is IBM, but further down. So …