Here is the summary of his memo using wordle.
We’re moving toward a world of 1) cloud-based continuous services that connect us all and do our bidding, and 2) appliance-like connected devices enabling us to interact with those cloud-based services.
Continuous services are websites and cloud-based agents that we can rely on for more and more of what we do. On the back end, they possess attributes enabled by our newfound world of cloud computing: They’re always-available and are capable of unbounded scale. They’re constantly assimilating & analyzing data from both our real and online worlds. They’re constantly being refined & improved based on what works, and what doesn’t. By bringing us all together in new ways, they constantly reshape the social fabric underlying our society, organizations and lives. From news & entertainment, to transportation, to commerce, to customer service, we and our businesses and governments are being transformed by this new world of services that we rely on to operate flawlessly, 7×24, behind the scenes.
Our personal and corporate data now sits within these services – and as a result we’re more and more concerned with issues of trust & privacy. We most commonly engage and interact with these internet-based sites & services through the browser. But increasingly, we also interact with these continuous services through apps that are loaded onto a broad variety of service-connected devices – on our desks, or in our pockets & pocketbooks.
Connected devices beyond the PC will increasingly come in a breathtaking number of shapes and sizes, tuned for a broad variety of communications, creation & consumption tasks. Each individual will interact with a fairly good number of these connected devices on a daily basis – their phone / internet companion; their car; a shared public display in the conference room, living room, or hallway wall. Indeed some of these connected devices may even grow to bear a resemblance to today’s desktop PC or clamshell laptop. But there’s one key difference in tomorrow’s devices: they’re relatively simple and fundamentally appliance-like by design, from birth. They’re instantly usable, interchangeable, and trivially replaceable without loss. But being appliance-like doesn’t mean that they’re not also quite capable in terms of storage; rather, it just means that storage has shifted to being more cloud-centric than device-centric. A world of content – both personal and published – is streamed, cached or synchronized with a world of cloud-based continuous services.
Its about 3500 words memo. Visit the below link to read it fully.