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I'll detail my fears. I'm afraid investment and corporate structure, specifically of infrastructure companies, directly affects the security, reliability and trust of the infrastructure on which all of this stuff runs. I am aware maintaining shareholder value for such a company may be difficult given infrastructure (or fractional infrastructure) may be asked to remain open, transparent and trustworthy for the user's benefit.

To use a bit of a biased argument, I've been told by several infrastructure VCs that the infrastructure market is currently difficult to invest in because of the uncertainty the technology behind it has brought us. I don't trust that continued traditional investments behind producing those infrastructure offerings are a rational choice for users. However, at the end of the day, only the users can speak to that claim. I can only speak my mind on the matter.

Unfortunately, it's difficult to trust a service or software built on closed technologies because seeing inside the service or software becomes difficult, expensive or impossible. The combination of desired outcomes (easy infrastructure) and risk bias (implied trust) presents itself as a dangerous one because leads to cognitive dissonance where the market must literally believe two things at once: We have to TRUST this service or software because We NEED this service or software.

I'd prefer we all work together to solve these conflicted views with "enterprise" software offerings, especially those involved in building infrastructure, but my observations say that we are more likely to not work together because of existing investment structures. Perhaps this will change over time as new models emerge. For now, I remain sceptical at best about the way we're investing and growing the infrastructure market.



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