1. Cloud computing is becoming increasingly popular and is expected to exceed $200B/yr by 2020.
2. Companies are using cloud computing to unlock capabilities that they never dreamed could exist, increasing productivity and top of line growth.
3. Cloud computing is more than just replacing hardware, it also removes the need for many other services, software and support like network connectivity.
The article provides an optimistic outlook on the potential of cloud computing, suggesting that it will exceed $200B/yr by 2020. The author provides a back-of-the-envelope calculation to support this claim, but there are some potential biases in the assumptions made which could lead to an overestimation of the potential revenue from cloud computing. For example, the author assumes that only 25% of infrastructure spend will be on cloud by 2020 and that cloud is 2x cheaper than just hardware - both of these assumptions may be overly optimistic and could lead to an overestimation of the potential revenue from cloud computing.
The article also fails to consider any possible risks associated with cloud computing or explore any counterarguments to its claims. It also contains promotional content for Google's serverless computing technology as well as a plug for Google's Next event in March 2017, which suggests a partiality towards Google's products and services. Furthermore, the article does not present both sides equally - while it presents a positive outlook on cloud computing, it does not provide any evidence or arguments against its use or discuss any potential drawbacks associated with it.
In conclusion, while this article provides an interesting perspective on the potential of cloud computing, its claims should be taken with a grain of salt due to its lack of evidence and exploration of counterarguments as well as its partiality towards certain products and services.