451 CAOS Theory 
A blog for the enterprise open source community
Who will build the open source cloud?
Matthew Aslett, July 30, 2008 @ 6:47 am ETI wrote recently about the potential of open source software as a platform for cloud computing. Since then I’ve been involved in a couple of conversations with prospective cloud users that have further highlighted the opportunity for an open source cloud.
The conversations involved big companies with substantial budgets/IT costs, truly mission-critical applications and a tendency towards being early adopters. Suffice to say they are interested in cloud computing as an opportunity to lower costs and improve the efficiency of their IT systems.
However, they also want to prove the model and technologies internally before they are prepared to migrate significant workloads to the cloud (this might sound counter-intuitive to some but we’re not talking about one-off skunkworks projects here).
Two of a number of reasons holding them back from more rapid adoption of cloud computing are the ability to migrate workloads to cloud environments and the fear of getting locked in to a particular cloud.
This is where the open source opportunity arises. With the likes of Microsoft and Google offering a walled garden approach, developers are able to write/port applications to those clouds, but only if they buy into a particular stack.
The ecosystem of vendors that have sprung up around AWS makes it easier to migrate existing workloads to Amazon’s cloud but there is still a requirement to buy in to Amazon’s stack. What are the implications for portability?
As Todd Hoff recently wrote: “Portability is a key capability for cloud customers as the only real power customers have is in where they take their business and the only way you can change suppliers is if there’s a ready market of fungible services. And the only way their can be a market is if there’s a high degree of standardization.”
That is where Eucalpytus comes in to its own in enabling users to download the software and test it internally or externally.
James Urquhart explained the opportunity as follows:
“This is big stuff, despite the skepticism of some cloud fanatics who can’t grep why “private clouds” (I am beginning to like that term) are legitimate. I most certainly don’t fall into that particular camp, having real experience working with customers who realize that they have to start with an in-house cloud to satisfy corporate and legal mandates. Ideally, though, this infrastructure would allow them to migrate all or portions of their applications out of house when the time and technology are right. If Eucalyptus can pull this off and really provide a killer Amazon clone for private deployments, they may become the core technology for an awful lot of enterprise SLAuto platforms in years to come.”
Of course it doesn’t have to be open source, but the fact that it is levels the playing field and provides and opportunity for multiple cloud providers to focus on differentiate themselves on service levels rather than lock-in. As Simon Wardley recently noted, “All we need now are multiple providers, some trademarks and a compliance authority.” Who’s first?
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IMO, this topic of cloud lock-in is way over blown and more of a “blog” topic then anything else. Most commercial clouds are “Linux” servers. If enterprise companies are concerned about lock in with the cloud then why are not concerned with lock-in’s with AIX vs. Sun Vs. Linux vs. MS? In the cloud the only real lock-in for most cloud vendors is the API. Have you ever worked with NIM server? In fact you mention Eucalyptus as an alternative they actually map Amazon’s WSDL (API) so that is not really a great example. In the end running applications in the cloud is not really going to be to terribly different from running applications on VMWare (not including the security issues). The enterprise in the future will most likely use the cloud as spare parts for elastic workloads.
Gigaspaces is a great example for non-lock in. If a company uses Gigiaspaces the can run their application internally or in the cloud(s).
my 2 cents
johnmwillis.com
I agree that a lot of enterprises will “use the cloud as spare parts for elastic workloads” in which case lock-in is not a big problem. But I do think for more zerious adoption the ability to move applications from one cloud to another is significant (even if it is more a matter of principle than practicality). As Shaun says below the inability to move from internal to external without a rewrite is a barrier to initial adoption. If a company is prepared to buy into Gigaspaces that might work for them, but an open source product lowers the risk further.
Cloud computing / On Demand / Grid Computing / XSP’s - aren’t they all basically the same ideas of giving enterprises access to compute / memory / bandwidth as they require (”buying” versus “building”?). Marketing term or actual technology domain?
Botchagalupe,
I disagree with your assertion that cloud lock-in is a made-up topic by bloggers. It is a very real issue for many [large] companies assessing how to take advantage of this cloud wave with the least exposure/risk.
Your Gigaspaces “lock-in” rationale misses the point. It’s not about being locked-in to onsite or on-demand deployment models, it’s about being locked into a specific vendor’s piece of technology (ex. API, data storage mechanism, etc.).
I believe Matt’s point re:lock-in has to do with the availability of a valid choice (or two or three) that do not require rewrite or “porting” of a cloud-based solution. Having the flexibility to deploy internally (onsite) or in the cloud (on-demand) helps ensure that certain companies are able to begin their adoption process.
Eucalyptus, for example, relieves the Amazon lock-in since it provides compatibility (by implementing a defacto standard). It further relieves lock-in if other solutions leverage it (embed it, extend it) for its Amazon compatibility. Thus making compatibility “table stakes” and leveling the playing field.
Finally, your question re: AIX vs. Sun vs. Linux vs. M$ misses the point. Cloud-based systems, in my mind, are abstractions above the Operating Systems, thus making that layer swappable (i.e. inherently not locked in).
Thanks Shaun, that is exactly what I meant and you put it much more eloquently than I would have done.
That’s my point…
Trying to get cloud vendors to standardize their offering is about as likely as getting IBM, Sun, and MS to standardize OS’s. Then what are you left with? The API’s. This becomes the standard. How to you talk one cloud to another cloud in a standard fashion. However, this is already cloudy… Elastra is working on one standard and 3Tera is working on another….
Therefore I stand firm that the topic of “standardizing” clouds as a barrier to entry holds about as much water (yuk yuk) as does “standardizing” platforms.
Al thought this is just my opinion and only time will tell.
johnmwillis.com
Finally, your question re: AIX vs. Sun vs. Linux vs. M$ misses the point. Cloud-based systems, in my mind, are abstractions above the Operating Systems, thus making that layer swappable (i.e. inherently not locked in).
I totally disagree. Cloud offerings that exist today are not even close to swappable (Flixiscale, Amazon, Mosso, 3Tera) and are as lilely to become swappable as IBM, SUN, and MS. This abstraction layer is actually, IMHO, becoming a new type of OS that will continue to remain proprietary. What the cloud vendors offer is their secret sauce and they have like IBM, SUN, MS will very unlikely to unveil their differentiators. In the cloud the OS becomes a commodity like the hardware. It would be great is all of these clouds were to become swappable however, I don’t see that as a trend. Take Flexiscale they are going to do everything they can t stay competitive with Amazon and sharing their differentiators is not likely .. If you want to hear it from th horses mouth listen to my Cloud Cafe podcast with Tony Lucus.
John
You bring up good points in the here and now. Which is fine, but this cloud stuff is early. I believe much of the technologies to achieve what I described are here (or almost here), and that market demands (and influential big customers) will force the cloud vendors who are currently taking a lock-in approach to change course and do as Matt and I project. Companies like choice and will not allow vendors to force lock-in.
Will the nirvana of swappability at every layer happen overnight? No. But since what we’re talking about is not long-term differentiation, it’s table stakes, I believe it’s only a matter of time. Given the fact that it’s [relatively] early days.
Just to play devils advocate… Are these the same customers that have been driving DMTF and W3C?
[...] Aslett raises a good question for the future…who will be the first to establish an open source [...]
First - a clarification. Whether on the cloud or not, GigaSpaces doesn’t lock you in because it uses standard programming models and frameworks (e.g., Spring/POJOs, JMS, Hibernate, .Net). What it also does is allow you to take an existing application and cloud-enable it with minimum or no code changes, providing it with a sscale-out architecture, self-healing the ability to scale and shrink on-demand, the ability to ignore the physical location of services, etc.
The question is do we really need special standards for the cloud, or should we find a way, as GigaSpaces has done, to shield the developer from the unique aspects of the cloud?
I am not familiar with Eucalyptus yet (will look into it), but if it requires a new way of doing things it’s not a good solution, even if it’s open source.
Geva Perry
http://www.gigaspaces.com
Assuming that simply open sourcing something will provide interoperability is naive. Several cloud providers already use Xen and Linux, but as you note there’s no portability because the vendors have layered on proprietary interfaces, storage, etc. Eucalyptus, by the way, doesn’t solve the problem of lock-in for AWS either. They simply implemented the API, but it’s over Rocks and not Xen. Plus they don’t have an S3 or SQS implementation. And even then, they’d need to know how AWS set up their zones to make it truly compatible. Therefore, no portability.
As the only vendor to demonstrate unlimited application portability between data centers, 3tera is ready to open the kimono and share what we’ve learned in order to achieve portability between vendors. In fact, in our latest release we’ve exposed the definition language that is the secret sauce so users can see it and edit it. It’s only the first step, but a necessary one.
Thanks for the comment Bert. Of course just because it’s open source doesn’t guarantee interoperability. I was oversimplifying above, but I do believe it levels the playing field and gives users confidence that they can avoid lock-in. It’s good to hear 3tera is willing to open up in order to offer portability. Look forward to hearing more about that.
Standards are incredibly hard work and take time and dedication. However, when they’re done right they provide an excellent assurance for customers that they can adopt technology without lock-in, and that’s critical to building markets. I’ve worked on SCSI and generations of Ethernet standards from Fast Ethernet to 10GBASE-T. I’m happy to say those were done well, with full participation by vendors, customers, and academia. As a result, these standards survive the test of time. As a result, when plugging in an Ethernet cable no one stops to wonder whether it’ll work. It simply does. That’s the level of confidence we need to achieve in cloud computing.
Second sourcing is one of the single most important strategic considerations for the use of any ubiquitous, well defined and commodity like activity. This is not only for the reasons of security consideration and vendor lock-in, but also for the reasons of competitive pricing.
The manufacturing industry is well used to such concepts, IT is only just entering the stage where activities are ubiquitous and well defined enough to be provided as common services.
It was clear from the London Cloud Camp that potential consumers of such services are concerned about these factors, and without portability and interoperability between providers there will remain barriers to adoption.
However portability and interoperability is only possible if the service provided is based upon the same standard (i.e. no more and no less), which is why I have long argued for the need for open source standards (i.e. open sourced operational reference models of the service).
Since my talk at OSCON back in 2007 (based upon my earlier talks on this subject, video is here), we have started to see potential open sourced standards such as the open SDK of GAE and Eucalyptus appear.
Such standards (at various levels of the aaS - as a Service - stack) will almost certainly grow through the normal cut and thrust of market forces rather than be created by committees.
We will see de facto standards in the cloud and not de jure.
Open source obviously provides the fastest way of operationally implementing a standard between vendors but it is also in keeping with the shift from a product to a service based economy. Not all products will move in this direction, some activities are simply not ubiquitous enough. Furthermore commoditisation does not mean that innovation will stop (see creative destruction) as both innovation and commoditisation are nothing more than consequences of the continuing process of change.
The shift towards services and open source in the cloud, will result in further componentisation of the software stack and the business activities built upon this and should result in ever faster business innovation.
Not everyone is happy with this, especially those for which fortunes are made in a product based world. But then town criers lamented the growth of newspapers and newspapers lamented the growth of blogging - that’s progress for you.
As for competitive advantage with cloud vendors, the purpose of an open source standard is to provide the reference model and to solve the issue of portability and interoperability between providers of the same service. This does nothing to prevent operational advantages being created with how the code is implemented. This is also why GPLv3 rather than AGPL is the ideal license for creating competition in a cloud computing world based upon open sourced standards.
It is also why trademark and compliance authorities will become key to such marketplaces. Compliance to the same primitives (the open sourced standard) can be assured through such mechanisms whilst vendors can compete on operational advantages without strategic loss of control of their business to a technology vendor.
[...] seeds of my presentation can be found in this post I wrote a year ago today discussing the idea that open source had the potential to level the [...]