[chatmasta]

Adding to this, we often see a pattern of Innovation -> Commoditization -> Aggregation.

Cloud computing is currently in the commoditization phase. The next step is aggregation.

There will be an opportunity for a company that successfully "abstracts away" the many different cloud providers, creating a single interface to a computing marketplace with supply spanning all providers.

There are a few companies trying to do this that I've seen. Can't remember the names offhand, but I know packet.net partners with one of them to sell their excess capacity.