IDEAS home Printed from https://ideas.repec.org/a/idt/journl/cs8503.html
   My bibliography  Save this article

The Gathering Storm: Analyzing the Cloud Computing Ecosystem and Implications for Public Policy

Author

Listed:
  • Kenji KUSHIDA

    (Stanford University)

  • Jonathan MURRAY

    (Warner Music Group)

  • John ZYSMAN

    (University of California Berkeley)

Abstract

We contend that cloud computing is historically unique by simultaneously being an innovation ecosystem, production platform, and global marketplace. In the 1st Part we define cloud computing as a 'dynamic' utility, listing key characteristics of what it is and what it is not, both from providers' and users' vantages. In the 2nd Part we characterize three competitive battles in the broader cloud ecosystem - winning the User (cloud providers), the search for value (network providers), and the device wars (device providers). We then provide a new and simple, but powerful and practically applicable typology that combines the type of providers with the commonly understood architecture types. The 3rd Part applies this framework to analyze the business strategies of global cloud service providers and select others in the broader ecosystem. We conclude with policy implications and where to take research from here.

Suggested Citation

  • Kenji KUSHIDA & Jonathan MURRAY & John ZYSMAN, 2012. "The Gathering Storm: Analyzing the Cloud Computing Ecosystem and Implications for Public Policy," Communications & Strategies, IDATE, Com&Strat dept., vol. 1(85), pages 63-85, 1st quart.
    • Handle: RePEc:idt:journl:cs8503
    as

    Download full text from publisher

    File URL: http://repec.idate.org/RePEc/idt/journl/CS8503/CS85_KUSHIDA_MURRAY_ZYSMAN.pdf
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Kenji E. Kushida & John Zysman, 2009. "The Services Transformation and Network Policy: The New Logic of Value Creation1," Review of Policy Research, Policy Studies Organization, vol. 26(1‐2), pages 173-194, January.
    2. Martin Kenney & Bryan Pon, 2011. "Structuring the Smartphone Industry: Is the Mobile Internet OS Platform the Key?," Journal of Industry, Competition and Trade, Springer, vol. 11(3), pages 239-261, September.
    3. Kenney, Martin & Pon, Bryan, 2011. "Structuring the Smartphone Industry. Is the Mobile Internet OS Platform the Key?," Discussion Papers 1238, The Research Institute of the Finnish Economy.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Binsfeld, Nico & Whalley, Jason & Pugalis, Lee, 2016. "Competing against yourself: State duopoly in the Luxembourg telecommunications industry," Telecommunications Policy, Elsevier, vol. 40(8), pages 791-803.
    2. Nedzad Fajic, 2014. "Risk As Source Of Reluctance To Saas Adoption In Europe," Interdisciplinary Management Research, Josip Juraj Strossmayer University of Osijek, Faculty of Economics, Croatia, vol. 10, pages 226-235.
    3. Jaclyn SELBY, 2012. "Anyone's Game: Economic and Policy Implications of the Internet of Things as a Market for Services," Communications & Strategies, IDATE, Com&Strat dept., vol. 1(87), pages 21-40, 3rd quart.

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Kenji Kushida, 2011. "Leading without Followers: How Politics and Market Dynamics Trapped Innovations in Japan’s Domestic “Galapagos” Telecommunications Sector," Journal of Industry, Competition and Trade, Springer, vol. 11(3), pages 279-307, September.
    2. Kenji Kushida & Jonathan Murray & John Zysman, 2011. "Diffusing the Cloud: Cloud Computing and Implications for Public Policy," Journal of Industry, Competition and Trade, Springer, vol. 11(3), pages 209-237, September.
    3. Sanghoon Lee & Wonjoon Kim, 2017. "The knowledge network dynamics in a mobile ecosystem: a patent citation analysis," Scientometrics, Springer;Akadémiai Kiadó, vol. 111(2), pages 717-742, May.
    4. Julien Legrand & Pascal Le Masson & Maxime Thomas & Benoît Weil, 2017. "Rise And Fall Of Platforms: Systematic Analysis Of Platform Dynamics Thanks To Axiomatic Design," Post-Print hal-01630672, HAL.
    5. Uzunca, Bilgehan & Sharapov, Dmitry & Tee, Richard, 2022. "Governance rigidity, industry evolution, and value capture in platform ecosystems," Research Policy, Elsevier, vol. 51(7).
    6. Mattila, Juri & Seppälä, Timo & Salakka, Kaisa, 2021. "The Little Engines That Could – Game Industry Platforms and the New Drivers of Digitalization," ETLA Brief 101, The Research Institute of the Finnish Economy.
    7. Sang-Gun Lee & Eui-bang Lee & Chang-Gyu Yang, 2014. "Strategies for ICT product diffusion: the case of the Korean mobile communications market," Service Business, Springer;Pan-Pacific Business Association, vol. 8(1), pages 65-81, March.
    8. Garcia-Swartz, Daniel D. & Muhamedagić, Mensur & Saenz, Diana, 2019. "The role of prices and network effects in the growth of the iPhone platform," Technological Forecasting and Social Change, Elsevier, vol. 147(C), pages 110-122.
    9. Mucha, Tomasz & Seppälä, Timo, 2020. "Artificial Intelligence Platforms – A New Research Agenda for Digital Platform Economy," ETLA Working Papers 76, The Research Institute of the Finnish Economy.
    10. Rong, Ke & Patton, Dean & Chen, Weiwei, 2018. "Business models dynamics and business ecosystems in the emerging 3D printing industry," Technological Forecasting and Social Change, Elsevier, vol. 134(C), pages 234-245.
    11. Kim, Dong-hyu & Lee, Heejin & Kwak, Jooyoung, 2017. "Standards as a driving force that influences emerging technological trajectories in the converging world of the Internet and things: An investigation of the M2M/IoT patent network," Research Policy, Elsevier, vol. 46(7), pages 1234-1254.
    12. Xing Wan & Javier Cenamor & Geoffrey Parker & Marshall Van Alstyne, 2017. "Unraveling Platform Strategies: A Review from an Organizational Ambidexterity Perspective," Sustainability, MDPI, vol. 9(5), pages 1-18, May.
    13. Garcia-Swartz, Daniel D. & Garcia-Vicente, Florencia, 2015. "Network effects on the iPhone platform: An empirical examination," Telecommunications Policy, Elsevier, vol. 39(10), pages 877-895.
    14. Michael G. Jacobides & C. Jennifer Tae, 2015. "Kingpins, Bottlenecks, and Value Dynamics Along a Sector," Organization Science, INFORMS, vol. 26(3), pages 889-907, June.
    15. Denitsa Hazarbassanova Blagoeva & Peter D. Ørberg Jensen & Hemant Merchant, 2020. "Services in International Business Studies: A Replication and Extension of Merchant and Gaur (2008)," Management International Review, Springer, vol. 60(3), pages 427-457, June.
    16. Jieun Kim & Yongtae Park & Chulhyun Kim & Hakyeon Lee, 2014. "Mobile application service networks: Apple’s App Store," Service Business, Springer;Pan-Pacific Business Association, vol. 8(1), pages 1-27, March.
    17. Evgeniy V. Kislitsyn, 2021. "Russia’s information technology sector: The competitive environment transformation and structural shifts’ assessment," Journal of New Economy, Ural State University of Economics, vol. 22(2), pages 66-87, July.
    18. Paolo Calvosa, 2021. "Entry, Exit and Innovation over the Industry Life Cycle in Converging Sectors: An Analysis of the Smartphone Industry," International Journal of Business and Management, Canadian Center of Science and Education, vol. 15(12), pages 151-151, July.
    19. Bartholomew Watson, 2011. "Barcode Empires: Politics, Digital Technology, and Comparative Retail Firm Strategies," Journal of Industry, Competition and Trade, Springer, vol. 11(3), pages 309-324, September.
    20. Mattila, Juri & Seppälä, Timo & Holmström, Jan, 2016. "Product-centric Information Management: A Case Study of a Shared Platform with Blockchain Technology," UCAIS Berkeley Roundtable on the International Economy, Working Paper Series qt65s5s4b2, UCAIS Berkeley Roundtable on the International Economy, UC Berkeley.

    More about this item

    Keywords

    cloud computing; industry analysis; business models; policy.;
    All these keywords.

    JEL classification:

    • L52 - Industrial Organization - - Regulation and Industrial Policy - - - Industrial Policy; Sectoral Planning Methods
    • O3 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:idt:journl:cs8503. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: BLAVIER Thomas (email available below). General contact details of provider: https://edirc.repec.org/data/idatefr.html .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.