Red Hat's big sale, disappointing exits of Hadoop-based startups and Pivotal show how public clouds like AWS affect business models of open source-focused firms (Charles Fitzgerald/Platformonomics)

Charles Fitzgerald / Platformonomics:
Red Hat's big sale, disappointing exits of Hadoop-based startups and Pivotal show how public clouds like AWS affect business models of open source-focused firms  —  TL;DR: If the cloud didn't eat Hadoop Inc., Pivotal and Red Hat, what explains their diminished prospects?