#cloud providers

I’ve been watching the cloud market long enough to know when a useful innovation becomes a strategic distraction. That’s what is happening now with agentic AI. The concept itself is not the issue. There is real value in autonomous and semi-autonomous systems that can coordinate tasks, assist developers, optimize workflows, and eventually reduce the amount of manual effort required to run complex businesses. However, just because a technology has promise does not mean it deserves to dominate the road map. Right now, many cloud providers are acting as if agentic AI is the next unavoidable layer of enterprise computing, and therefore the best use of executive attention, engineering investment, and marketing energy. I think that is a mistake. In fact, I think it is the wrong priority at the wrong time. The cloud providers are not operating from a position of solid fundamentals. They are still struggling with platform fragmentation, operational complexity, uneven service integration, confus

I’ve been watching the cloud market long enough to know when a useful innovation becomes a strategic distraction. That’s what is happening now with agentic AI. The concept itself is not the issue. There is real value in autonomous and semi-autonomous systems that can coordinate tasks, assist developers, optimize workflows, and eventually reduce the amount of manual effort required to run complex businesses. However, just because a technology has promise does not mean it deserves to dominate the road map. Right now, many cloud providers are acting as if agentic AI is the next unavoidable layer of enterprise computing, and therefore the best use of executive attention, engineering investment, and marketing energy. I think that is a mistake. In fact, I think it is the wrong priority at the wrong time. The cloud providers are not operating from a position of solid fundamentals. They are still struggling with platform fragmentation, operational complexity, uneven service integration, confus