They certainly have some big shoes to fill. But I'm glad they didn't die with their boots on, and got their foot in the door at this new opportunity. It certainly didn't help that they were running on a shoestring budget.

A shocking number of the neocloud teams have exactly one skill set: raising money.

A few of them also have locked in power agreements.

Almost none of them have the expertise to build anything. Some of them are even outsourcing that to geezer tech and consulting shops.

It's not going to go well.