Pets and Cattle

Any pet owner will understand the pain felt by the owner of the pet that died on United Airlines. What essentially happened is that flight attendant dealt with the pets as if it were cattle. Your onboard baggage is cattle and the airline is optimized for cattle. This is not a note on UAL or pets, but on the notion in cloud computing that enterprise applications are pets and should be converted to cattle so they can leverage the cloud computing infrastructure.

The market for enterprise software is around $280B and market for infrastructure that includes servers, network and storage is roughly $60B, $40B and $20B. As cloud takes a large upfront cost hit on the infrastructure they want to host workloads that are more sticky that the ones that drive revenues today. Today's workloads are mostly transient. New workloads start on the cloud and migrate out of it as soon as they are viable (business modelwise). So, it is understandable that cloud computing giants are pushing the pets vs. cattle metaphor and exhorting enterprise IT to migrate to their pet applications to the cloud. And why not, the prize is huge. Almost $200B of revenues should it happen. But will it? The case of UAL and the pet reminds us that pets cannot be treated as cattle and when they are the consequences are disastrous.

As any pet parent knows planning a vacation requires careful selection of pet friendly hotels, airlines and destinations. We don't have the same pet friendliness in a cloud yet. Given the economics of the cloud, it will be difficult.