[ryanstewart]

This may be a matter of semantics but it seemed to me he pretty clearly avoided the word "cloud" in favor of "the network".

Based on his post it seems like he's looking for something that's a bit more robust from an infrastructure standpoint than what most cloud offerings are today. Eg, not "stitching together little microcomputers with HTTPS and ssh".

That appears to be one reason he's not buying that people have moved into the space.