What the above businesses have in common is, they are all about the cloud, apps, and content.

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But the ability to hedge your cloud bet is exactly what James Kaplan, Chris Rezek, and Kara Sprague, all with McKinsey, call for in a new report.

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We talked about cloud computing and his vision for a hybrid model, the role that converged infrastructure and automation from the compute resources all the way to VM provisioning, Steve agreed that is what would ultimately be needed to enable private cloud.

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For all the hoopla, the cloud is a work in progress, with different companies offering variations in what they store, and how easy it is to access and share content.

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