And the crux of his feelings mirror my own:
Some of the proponents of OpenStack argue that because it's an open source community project it will win in the end. I disagree, the most successful open source projects I can think of have a strong individual leader who spends a lot of time saying no to keep the project on track. Some of the least successful are large multi-vendor industry consortiums.
This is just another reason why I'm so passionate about Joyent. We are software developers, kernel engineers, and our only goal is to make real cloud products that real developers and app studios can use. Amazon has a great service, but doesn't sell their OS, so you can't build your own Amazon. VMWare sells the SW, but doesn't operate their own public cloud service - so it's just features run amock and not focused on true value in the cloud. Only Joyent develops the software, operates a public cloud running that software, and sells the software to service providers. This is what we do!
In the cloud space, OpenStack appears to be the consortium of people who can't figure out how to compete with AWS on their own.