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Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/21/2016 | 9:10:12 PM
Re: Collaboration Phase
The enemy of my enemy is my friend. Or something like that. 
pdonegan67
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pdonegan67,
User Rank: Light Sabre
7/21/2016 | 2:46:24 PM
Re: This Phase 3 Relationship
Not sure they're different/separable, Carol. Most/all I would think.
pdonegan67
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pdonegan67,
User Rank: Light Sabre
7/21/2016 | 2:44:38 PM
Re: Tapestry of partnerships
Good points, Steve.

"It is unlikely that consensus based corporate strategies on either side are going to fundamentally shake this landscape" is a very key point, I agree.

Day to day, sales driven, 'whatever we have, get as much of it on the truck as you can and ship it' mindsets (my quote not yours), operating in multiple different pockets of these organizations, will continue to dictate much of how these relationships evolve.

But, as I suspect you'll agree, there is another level as well.

When WIC CEO meets CSP CEO, each will go into that meeting having asked their sales or strategy folks to come up with a two-pager that details their incomings and outgoings with respect to their counterpart – and where each of those tallies appear to be headed and why.

Each CEO will take these briefings into those meetings, and will be looking to come out of them with a view of how they want the totals – and the balance between them – to evolve over time.

The outcome of this tension between the top-down and the bottom-up will duly impact the balance that is struck  – or the balance as it organically transpires – between competition and collaboration. 

In that sense consensus based corporate strategies may well shape this landscape. But, to your point, they're less likely to shake it.
cnwedit
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cnwedit,
User Rank: Light Beer
7/21/2016 | 2:42:37 PM
This Phase 3 Relationship
We are already seeing Facebook leading a lot of the collaboration efforts between what Patrick calls WICs and what he calls CSPs. But we are also seeing Facebook become more actively involved in finding new ways to extend Internet access of many different types. I'll be intrigued to see which of these efforts involve Kevin Lo. 
Steve Bell
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Steve Bell,
User Rank: Blogger
7/21/2016 | 2:09:46 PM
Tapestry of partnerships
Patrick, a great article, you certainly provide significant food for thought.

 Most strategies are in response to a shifting landscape rather than designed to radically define the landscape. There are notable exceptions such as what the iPhone did to mobile devices and Android did to mobile operating systems. In these rare examples there is usually a powerful individual or passionate group that is shaping and driving the change. It is not apparent to me that there is a clear and coordinated strategy on either side nor is there an emergence of a significant individual to act as a catalyst of change and accelerator. Is Kevin Lo this individual or is there someone else? Only time will tell, but it is unlikely that consensus based corporate strategies on either side are going to fundamentally shake this landscape. The convergence of multiple evolving technologies chasing diverse opportunities will ensure that the landscape will constantly morph and evolve and companies will have to respond on an almost continuous basis. So yes the new status quo is probably a complex web of rapidly changing bi-lateral partnerships.

Another factor that will drive this tapestry of partnerships is the focus market that each WIP is targeting. Facebook is clearly consumer, while AWS is enterprise and the parent Amazon and Google is both. This market focus will drive different business models and routes to market resulting in complex multilayer relationships, which will evolve over time or even be abandoned. The world of coopetition is definitely here and will become more evident with the emergence of IoT where both the WIPs and CSPs will compete, cooperate and be a part of other broader ecosystems of IT and network vendors as well as large scale systems integrators and incubated startups.
Gabriel Brown
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Gabriel Brown,
User Rank: Light Sabre
7/21/2016 | 12:26:30 PM
Re: Collaboration Phase
A new era of collaboration... yes, for sure. This is a good thing. 

One reason to participate, especially from the vendor side, is to "keep your enemies close". It's never quite articulated like that, but I think its an important driver of "collaboration". 

Like you say, there are lots of criss-crossing relationships.
pdonegan67
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pdonegan67,
User Rank: Light Sabre
7/21/2016 | 12:04:28 PM
Re: Collaboration Phase
I can only agree with you "ish", Mitch.

So Google Fiber competes with the CSPs, I grant you.

What about Google FI, though?

That competes with Verizon Wireless and AT&T, right?

But it also leverages partnerships with Sprint, T-Mobile and US Cellular.

Lots of shades of gray in this.
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/21/2016 | 12:00:22 PM
Re: Collaboration Phase
Google seems likely to be a holdout in the collaboration movement. They seem to be moving into the CSP business themselves, competing directly with traditional CSPs. 
pdonegan67
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pdonegan67,
User Rank: Light Sabre
7/21/2016 | 11:28:51 AM
Re: Collaboration Phase

Yes, I agree, good balance.

 

This also raises the point that each of these companies can have multiple different supplier/customer relationships criss-crossing one another simultaneously. They already compete as well as cooperate at various different levels and I'd expect that will continue.

 

The interesting thing will be to watch how, and in which cases, the overall balance between competition and collaboration alters over time.

 

I think we're agreed that the high level trend is now towards greater collaboration but there will continue to be plenty of push-back in the opposite direction as well.

 

How the balance evolves will have a big effect on how the overall size of the market evolves, market structure, and the market shares of different players in the ecosystem.

Sterling Perrin
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Sterling Perrin,
User Rank: Light Sabre
7/21/2016 | 11:09:17 AM
Collaboration Phase
Nice piece Patrick!

I agree we are coming to a new era of collaboration among the webscales (WICs) and the CSPs. It has been building slowly for a couple of years, and as you indicate, appears to be really opening up in 2016.

The CSPs clearly need the webscales' ideas and expertise. As some telecom execs have observed: the best way to address the challenges of OTT and cloud is to adopt those technologies and practices themselves. The webscales developed those technologies and practices.

But it is definitely a two-way street in terms of need. I remember being struck by Google's keynote at Light Reading's inaugural Big Telecom Event in 2014, when Bikash Koley made an audience appeal to collaborate with them on standardized models for network management in SDN. That audience was a telecom audience, and Google (at least at that time) was asking for their help.

We (in the telecom industry) tend to put the webscales on a pedestal of perfection, but I think the reality is that both sides (WIC and CSP) have a lot to contribute toward the future of the Internet and communications.

Sterling


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