Show: 378
Description: Aaron and Brian review the biggest news, trends and topics of 2018.
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Cloudcast Housekeeping:
- Thank you to our sponsors, both A Cloud Guru and DataDog
- 64% of Krispy Kreme Funding - http://bit.ly/Cloudcast-Donuts2019
- 51 Shows, Avg Listens (show): 18-20k (+19%), Avg Rank iTunes Technology: 63
- Over $50B in M&A and VC Funding for guests (all-time)
- Acquired: Red Hat, Rightscale, CoreOS, GitHub, Evident.io, Loggly, CloudHealth, VictorOps, Bonsai
- IPO: Pivotal
- Funding: SWIM.AI, Stryth Leviathan, Atomist, Kasten, Lightstep, Rubrik, Hashicorp, A Cloud Guru
Show Notes:
- Previous Year Cloudcast Predictions: 2017, 2016, 2015, 2014,
- Top Tech Trends (expected) in 2019 (via CBInsights)
- Commercial Open Source Software Companies ($100B)
- Cloudability - State of the Cloud (2018)
Big Trends:
- Gartner IaaS MQ is down to 6 companies (AWS, Azure, GCP, Alibaba, IBM, Oracle)
- AWS growing +40% ($25B revenues) and Azure revenues ~ $28-30B (but not explicitly broken out) - AWS claimed at re:Invent to have 51% market-share.
- Big acquisitions around Open Source (Red Hat, GitHub, Hortonworks)
- A new push by Open Source companies (Redis, Confluent) to change their licensing model to help protect them from public cloud providers taking their software and not giving back - http://dtrace.org/blogs/bmc/2018/12/14/open-source-confronts-its-midlife-crisis/
- Big funding and investments around HCI and Backup HCI
- Kubernetes continues to dominate containers and cloud-native (see: @PodCTL podcast)
- New CEO at Google Cloud (Thomas Kurian)
- Blockchain seems to need a new PR agency
- Interest rates are rising (2 more raises are projected in 2019), which changes all the VC models
Tech Stocks (2018):
- S and P 500: (-12.2%), DJIA: (-12%), NASDAQ: (-8%)
- AAPL: (-12%), AMZN: (+14%), CSCO: (+5%), FB: (-29%), GOOG: (-7.5%), IBM: (-30%)
- MSFT: (+11%), NFLX: (+25%), NTAP: (-1%), NTNX: (+1%), ORCL: (-11%), RHT: +43% (acquired by IBM)
- PVTL (0%), SAP: (-8.5%), SFDC: (+18%), VMW: (+13%)
- How are SaaS priced after 2018 correction? - https://tomtunguz.com/just-where-are-saas-companies-priced-after-the-2018-correction/