Skipping the Vendor/Analyst Pay to Play Dance

Observation:

The data center industry is part of the pay to play dance that exists between vendor and analyst organization.  ZDNet does a pretty good job of describing the situation.

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One of the comments explains the dilemma of an analyst in the pay to play.

I was an analyst for many years at a pay-to-play analyst firm, and like many of my peers, I strove to maintain my personal integrity, despite the many, many pressures I felt to say the right thing. At the end of the day, I found it was impossible, and I quit doing that kind of work. 

It wasn't the overt stuff. Despite many, many suggestions, I never, ever wrote anything that I thought was untrue. But in this business, the nuances matter. You end up giving people the benefit of the doubt, when you shouldn't have.

You also found that it was impossible to call a spade a spade. If some poor guy plunked down $20,000 of his savings to get our firm to say that his nonsense software had some merit--this really happened, the company now long-gone--it was hard for me to look the guy in the eye and say, "No way," and as for my boss, well, he's the guy who negotiated the deal. So you try to thread your way through with phrases like "interesting" and "still some way to go." 

Many data center vendors feel compelled to be at all the trade shows as a lack of presence would indicate you are not commited to the market.  So, your marketing expenses grow as you "ante up" to play the game.  In addition to the trade shows, you pay the analysts to analyze your company.  You up your event sponsorship to get more leads.  Arghh!  This is so frustrating when it doesn't pay off.

 

It is so appealing to skip this dance.

Are you willing to be a little wild? Your brain can be 15-30% bigger than domesticated

I am reading an interesting book "Touchpoints: Creating Powerful Leadership Connections in the Smallest Moments."

And one of the points made is

research has found that the brains of domesticated animals are 15 to 30 percent smaller than those of their wild counterparts.

A comment I recently received is I am "loose cannon." Which can be bad if you are in large corporate environment where you want everyone to behave appropriately.  Luckily, I no longer work in a corporate environment, and being a loose cannon is not a bad thing.

Even data center events can be highly domesticated like a zoo where there is a program and routine you are expected to stick to.  Stay on message according to the event's marketing program.  At some events the presentation titles are written by the event staff for the speakers to stay in their cage, containing what they say.

The Touchpoint book continues

So if you want to thrive in a fiercely competitive global environment, you need to stay a little wild. You need to be alert and continuously update your skills. Today's organizations draw on the best talent from all over the world. This means that the standards keep going up, and you need to get better just to stay in place.

An example of being wild is Mike Manos. At last year's Uptiime Symposium Mike had a programmed talk.  And, thanks to some prodding from some data center thought leaders, Mike went a little wild and said what is wrong with so much of the industry is "we act like Donkeys."  Highly domesticated animals with days of gloom like Eeyore.  I don't think anyone who would call Eeyore talented, except to bring down the energy down in the room.

Mike's call to action is to be a Chaos Monkey.  Break things and see what happens.

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Afterwards Mike's talk, Mike said he had dozens of people come up to him and admit they were donkeys.  The guy I was sitting next to said he is "chaos monkey." I am too, and it is more fun.

Do you favor being a domesticated donkey?  Most do, because you don't you lose your job in a risk averse culture which is most data center organizations.

Or are you a little wild with a brain that is 15-30% bigger than the domesticated crowd?

The nice thing about a smaller brain is you don't think about being a little wild. You get comfortable in your skin, like Eeyore.

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Is your memory as real as you think, looking at photos change it

To run a data center requires hundreds of things to be done correctly.  Mistakes are made, and an assumption in people just forget.

An interesting different explanation is your memory is malleable.  You forgot, but then you saw images that made it seem like you did the task correctly.

A Photo is Worth a Thousand Ways to Change Your Memory

Most of us realize that memory is fallible. We forget things all the time–car keys, passwords, whether we turned off the oven, etc.  But how many of us would admit that our memory is susceptible to change from the outside? That’s different from simply forgetting–something everyone does on their own–because someone else changing our memory requires “getting in our heads” so to speak, right?

If you forget to work on one area out of many.  It is possible that your correct execution of the tasks mask your error.

Participants were presented with a series of objects on a table, and for each object were asked to either perform an action or imagine performing an action (i.e. “crack the walnut”).  One week later, the same participants were brought back and randomly presented with a series of photos on a computer screen, each of a completed action (i.e. a cracked walnut), either one, two or three times. Other participants were not shown any photos.

One week later, they were brought back to complete a memory test in which they were presented with action phrases (i.e. “I cracked a walnut”) and asked to answer whether they had performed the action, imagined performing it, or neither, and rate their confidence level for each answer on a scale of one to four.

The results: the more times people were exposed to a photo of a completed action, the more often they thought they’d completed the action, even though they had really only imagined doing it.  Those shown a photo of a completed action once were twice as likely to erroneously think they’d completed the action than those not shown a photo at all.   People shown a photo three times were almost three times as likely as those not shown a photo.

Oregon's offense as a Speed Advantage, should data center support be faster?

College football is more fun to watch given the creativity coaches try for a competitive advantage.  This got me thinking after talking to a data center executive and how some of the most difficult changes can be caused by people who want to keep things the same as the status quo protects their jobs.

WSJ has an article analyzing the speed of the Oregon Duck offense.

Oregon's Offense: Gone in 23.2 Seconds

Top-Ranked Ducks Hustle Between Plays to Tire Opponents; the Next Great Innovation?

By DARREN EVERSON

[Sports_Oregon]Getty Images

LaMichael James (center) of Oregon runs the ball against UCLA last week in a game that the Ducks won 60-13.

Like any endeavor, college football has a number of traditions and standard practices that don't make perfect sense.

Take, for instance, the pace at which most teams run their offenses. On average, it takes about 34 seconds from the end of the previous play for a conventional college team to start the next one—an interlude in which players walk to the line of scrimmage, catch their breath and convene a short staff meeting known as the huddle.

Here is a video clip that shows the speed of Oregon offense.  Watch the play clock in the background.

The speed of football is something that seems like a constant.  But, what happens if you challenge the status quo and prioritize speed and agility.  The ability to keep the defense off balance.

Based on a sampling of recent games, Oregon's average time between plays is 23.2 seconds—32% faster than the norm. And for them, that's just third gear.

In their most recent game at home against UCLA on Oct. 21, the undefeated Ducks were doing 23 seconds between plays during their first possession until they reached the Bruins' eight-yard line. Then they ripped one off in 14 seconds, while UCLA's players were still getting set. The result: an eight-yard touchdown run that met almost no substantial resistance.

The Oregon coach even distracts from his strategy.

Oregon coach Chip Kelly was coy this week when asked about the thinking behind his team's frenetic pace. "It's just for television," he said. But as the 7-0 Ducks roll through their schedule, exhausting the opposition with their running game and their tempo, it's becoming apparent that Oregon's fast-paced style of play is potentially the next great evolution in the sport.

Look who is fast

[oregon]

Many will say you can't do this in data centers.  But, think about this.

And for the man in charge, Oregon's style has further benefits. "As a playcaller, you can call a lot of really bad plays and people will forget about them," Mr. Kelly said, "because we're on to the next one."

Think about who are the most innovative and whether they are willing to make more decisions, understanding the risk.  Look how many data centers have problems and they move slowly with a consensus to minimize risk.  Being the slowest is not necessarily the best, but it can be the safest to protect the jobs of the team.

How many companies are thinking like this?

"We're playing at a pretty good clip now because our players have a pretty good idea what we're trying to do," said Mr. Kelly, the Oregon coach. "We just try to eliminate that time between plays. Just go play."

Can you imagine a data center support team who moved as quickly as the Oregon Duck Offense?

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Wonder what Data Center industry would look like without Google, Amazon Web Services, Microsoft, Apple, Yahoo, Facebook

Print Publishing is going through a rapid change that some will point fingers at Google to blame.  Google has a presentation they are giving to show the history of print, analyzing print media's revenue stream.

Newspaper economics: online and offline

Tuesday, March 9, 2010 at 9:00 AM ET

Posted by Hal Varian, Chief Economist
It is widely recognized that the news industry is facing financial difficulties, but there is little agreement about the source of those difficulties or what can be done about them. The debate about the role of the web has been particularly heated: is it the source of the problem or the source of the solution? The Federal Trade Commission is exploring questions like this through a series of workshops on the future of the news industry. At the first round in December, Josh Cohen from the Google News team spoke about how we're working with news publishers to help them attract bigger audiences and generate more revenue. The next round of the workshop kicks off in Washington D.C. this morning, and I will be speaking about the economics of news -- offline and online. I first gave this talk at the UC Berkeley Graduate School of Journalism in January and wanted to give you a summary of my remarks here.

One interesting thing about the big companies I mention in the title is whenever they run their services in colocation facilities they are running at power utilizations that make cost effective use of the capacity that would put others to shame if shown side by side.  The economics and business are changing in data centers with these players that reminds me of how publishing had a slow change that eventually builds to forcing those with unsustainable business models to go out of business.

Somehow the publishers were able to make the numbers look good to advertisers even though circulation wasn't holding up.

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Above is circulation per household, below is daily circulation.

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huh.  There are some interesting numbers going on in data center space that don't make sense like above.

I talked to a person who is thinking about blogging about the data center business, and hopefully, he can shed some light on the potential direction of the data center industry.

Years from now are we going to see an analysis by Google on the data center industry that states the facts?  Here is what they said about print publishing.

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