Red Hat: Cloud will anoint next Microsoft
Don't pick Microsoft again
It is not enough in this world to be for something. You also have to be against something. And if one message was delivered by Red Hat's top brass at its eponymous Summit in Boston this week, it's that the company is for open source and openness and that it's absolutely against Microsoft and VMware.
Those of you who are Red Hat customers out there in the world may not be aware of this, but you apparently joined an army. Or, at least that is the way that General Hugh Shelton, the former commander of the 82nd Airborne Division and the former Chairman of the Joint Chiefs for the US military, thinks about it.
And that, aside from him being a Tarheel from North Carolina like Red Hat itself, is probably one of the reasons that Red Hat chose Shelton to be chairman of its board last August.
As it turns out, the general had some experience with Linux, and way ahead of a lot of corporations and way before he joined the Red Hat board in 2003.
We won't get there until we eliminate some of our fiercest competitors
Back in 1994, when the US lead a peacekeeping mission to Haiti to restore President Jean-Bertrand Aristide to office after a military coup in 1991. Shelton told attendees during a keynote this week at Red Hat Summit that the White House wanted data gathered up during the peacekeeping mission in some format or another, and whatever software was being used by the military forces in Haiti, the format was not compatible with what the White House required. An IT tech from the Air Force went home that night and hacked together a Linux system that could provide the data in the format that was required.
"I don't know what this stuff is," Shelton recalled thinking after his first brush with open source back in 1994, "but I want to know more about it."
Since that time, of course, the US military has adopted plenty of open source software, and Shelton was one of the commanders leading that charge. And he thinks that open source software is on its way to the prized high ground in computing – the place that is easiest to defend and easiest to attack from.
"We won't get there until we eliminate some of our fiercest competitors," Shelton said emphatically. "Yes, yes, we are here to win."
Well, boo-yah, sir.
We can't assume this is a battle won
Jim Whitehurst, Red Hat's president and CEO, followed the general on stage for his keynote, and painted a slightly different picture of the open source movement, relating it to the ongoing political uprisings in the Middle East after decades of oppression.
"People want to choose their destinies," Whitehurst explained. "They are demanding transparency, and they are demanding openness. It is no surprise that these things are happening now, and simultaneously."
The gist of Whitehurst's argument is that open source technology has spawned a wave of collaborative technologies and the growth of the networks that link us together, and that this technological revolution is enabling the political revolutions. And more importantly, it changes the expectations among citizens for how they expect to interact with their government and for people as they interact with each other.
"This is still playing out. There are very strong forces working against openness and transparency. We can't assume this is a battle won."
At that point, Whitehurst was not just talking about politics, but also open source software, and more specifically, how cloud computing might – or might not – evolve in the coming years.
Cloud computing hype and wipe
Like everyone else, Whitehurst complained about the hype around cloud computing. (Just like people used to complain about the hype around Linux more than a decade ago, which made Red Hat shareholders fabulously wealthy for a very short time in 1999.) "We need to get past all of this hype and we need to come back and talk about what we really mean by cloud and lay out a set of principles on which we move forward."
The army that Whitehurst sees leading the cloud revolution is not IT vendors, but end users. "We – IT vendors – are not leading it. This is the first time in IT that we have seen fundamental, massive, user-driven innovation," he said.
"These concepts were defined by people running big data centers And for the first time, because of open source, they could address it themselves. Without open source, clouds would not exist – full stop. But I think an important subtlety – and every vendor sees this as a big deal – is that this is something that customers want. Why? Because they are the ones who came up with it."
That may be overstating the case a bit, as is calling the creation of virtualization and Web-based applications and the other components of cloud computing driven by end users.
Maybe Red Hat thinks of Google and Yahoo! and eBay as an end user, but for most of us, they are a service provider, which is almost as bad as an IT vendor. That said, cloud computing does offer an opportunity for more flexible application delivery and business models, and that is clearly something both vendors and people alike want.
Openness is a funny kind of thing
As you might expect, Red Hat is waving the banner for openness in clouds. And the three principles that Whitehurst wants everyone to agree one are openness, transparency, and choice.
Openness is a funny kind of thing, as he explained, such as when Facebook and Google work together (either directly or through proxies) on various projects and standards. Red Hat wants cloud computing standards to evolve out in the open, and for customers to have the choice of running their applications on any cloud, written in any language, and have them move around at will.
"We are at a very significant inflection point that will determine if clouds will develop with users determining the direction or some big mega-vendors are going to co-opt the terminology and deliver the same old stuff under new names that they have been delivering for years."
Ahem. How many hypervisor and management tool stacks are now being called clouds? All of them, that's right. How many servers with some switches and storage running this software hodge-podge are called clouds in a box? Same answer.
What makes CloudForms, Red Hat's latest incarnation of its cloudy server and management stack, any different? The fact that it will eventually be available as open source code? Ditto for OpenShift, Red Hat's platform cloud, also announced this week and based on CloudForms.
The real question, and Whitehurst hit it precisely, is that we are at a point in the history of computing where we might be choosing the next Microsoft. (That next Microsoft could be VMware, or it could be Microsoft, or it could be Red Hat, Google, Apple, or some other company.)
Microsoft is coming at ya
"If we opt for the old business models, then what we are deciding right now is who is going to be the next Microsoft." In a typical paradigm shift, as we are undergoing now according to Whitehurst, from distributed, static computing to cloudy, flexible computing, you only get one or two winners. I would argue sometimes three. You get a winner and two contenders, typically. But the point is still the same. "And if we are just choosing the next Microsoft, then there is only going to be a certain amount of value that can be created, and I think we know where the vast majority of that value will be extracted."
The dominant vendors get to roll in mountains of dough. Red Hat may be a lot of things, but even at the $1bn run rate it currently has for annual revenues, it is not rolling in it compared to proprietary system vendors. Look at what Microsoft has been able to do by eliminating the competition on the desktop for more than a decade and then transferring that to dominant share in servers. Microsoft wants your phone now, too.
"In the next generation, we have a hypervisor, and in choosing it, you are determining who the next Microsoft will be – whether there will be an open source alternative and choice," Whitehurst said. "The only rational choice when you have the opportunity is to be open."
What this argument about open versus closed misses is that might still makes right. (Well, it doesn't actually do that, but it gives that effect. Right makes right, after all.) Red Hat itself is bragging this week how the CloudForm stack for provisioning bare metal and virtual servers and packing up applications into templates so they can be fluffed out onto many different types of clouds, is based on integrating 65 different open source projects. Only very large companies have the resources to buy control of these projects, as Red Hat has done, or participate in the ones that it doesn't control and then integrate it into a cohesive package.
Who else in the open source community but Red Hat and possibly Citrix Systems has the resources to do this in 2011? (Red Hat didn't mention OpenStack, the alternative open source cloud fluffer championed by NASA and Rackspace, in any of the keynotes at Red Hat Summit. Funny that.) VMware probably has more people working on its ESX hypervisor and vSphere and vCloud extensions than Microsoft has working on Windows Server, Hyper-V, and Systems Center.
The real question you have to ask yourself is this: do you want the architecture and the actual code of the clouds of the near future and far future to be determined by the meritocracy of the open source community, which has its own prejudices and politics, or proprietary software vendors like Amazon, Google, Microsoft, and VMware, which are in it for the profits as much as the prestige.
In the end, there will be many clouds, they will be annoyingly close to compatible in some cases, but not quite. And they will all give us something to complain about and a way to make a living for years to come. Just like mainframes, minicomputers, Unix, and client/server before clouds. ®