Here is my initial thought: are you kidding me ? David's theory is that the adoption of Cloud Computing would be far more "acceptable" (aka politically correct) if we didn't have executives like Unisys's Richard Marcello saying: "We were able to eliminate a whole bunch of actually U.S.-based jobs and kind of replace them with two folks out of India to serve a 1,200-person engineering organization."
To be fair, I think David is a really brite guy and he correctly observes that technology innovation often sets forth unrealistic expectations when it comes to realizing cost reductions and other benefits. But to read this: "The message here is that the cloud computing industry needs to think a bit about what it's saying in the promotion of cloud computing. Some of the "cloud computing experts" are sending wrong and inaccurate messages. In other words, they're not helping." What are they not helping ? Don't you believe that enhancing the quality of systems and reducing the expense of deploying them for the benefit of customers isn't at the core of innovation ? Isn't that what its all about ? For those who don't think so I suggest a view of Danny Devito's Larry the liquidator speech from the movie Other People's Money below. Amen, you just heard a prayer - the prayer for the "dead".
Bottom line is significant segments of IT, along with players in a variety of industries, are in peril because their value paradigms are erroding, no longer as relevant to the market. Its only a matter of time until a combination of forces including globalism, technology advancements and mega cultural shifts turn over their proverbial apple carts. David do you honestly believe that the "press" people get around the "truth" (being that reengineering significant aspects of business models via cloud computing will eliminate vast segments of the job market and redeploy them abroad) will stop this revolution ? That's analogous to what GM thought ten years ago about its industry. You get the idea. Perhaps it would help advance our industry to be more transparent about obsolesence, change, and continuing to get an increasing share of a shrinking market. Think about the buggy whip example Larry cites in his speech.