A friend sent me this HN comment thread, and observed that “familiarity with cloud provider offerings and the differences/similarities therein” might be a career moat worth investing in. 1/3 news.ycombinator.com/item?id=216239
Conversation
I learnt recently that not only is it a career moat, there are whole service companies being built around it. Value prop: “hire some of our consultants, and we’ll handle your digital transformation and save you gajillions that you’re currently paying for on-prem solutions”. 2/3
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It’s a services business, in the ‘grey hair’ tier (using David Maister’s terminology commoncog.com/blog/the-consu)
But I learnt this from a friend who works in one of the subsidiary funds at Temasek; they see investments in this category as call options on the rise of cloud. 3/3