This podcast episode is for all of those who are interested in trends like cloud data warehouses, data & AI, edge networks, SASE security, zero trust security and companies like Snowflake, Databricks, Cloudflare, Z-Scaler, Palo Alto Networks, and of course the big cloud providers.
Muji is the Founder of Hhhypergrowth, which is my favorite research publication for all things software infrastructure and security. I HIGHLY RECOMMEND subscribing. Can’t say enough about how worth it Muji’s research service is even for folks who are deep in infra and security as I am. I first came across Muji when he published an incredibly detailed piece on Snowflake at the time of the IPO (linked in Show Notes) that of course talked about the financials and business model, but more so talked about the technical architecture and why that was helping Snowflake win customers so rapidly. Furthermore, he dove into why that architecture enabled massive product adjacencies to move towards in the future (most of which have emerged).
In this podcast, we cover all the cloud data infrastructure, security, and edge networking trends we all have been wondering about. As well as how various products/companies in these spaces may be converging over certain workloads/use cases and why.
Where to Find Muji:
* Twitter: https://twitter.com/hhhypergrowth
* Website: https://hhhypergrowth.com/
Where to Find Shomik:
* Twitter: https://twitter.com/shomikghosh21
* LinkedIn: https://www.linkedin.com/in/shomik-ghosh-a5a71319/
* Software Snack Bites Newsletter: https://www.shomik.substack.com
* Software Snack Bites Podcast: Apple Podcasts, Spotify, Google.
In this episode, we cover:
(01:15) - Overview of Cloud Data Infra - Trends and Architectures (including differences between Snowflake, Redshift, BigQuery, Databricks)
(11:12) - Operational vs Analytical Databases
(15:13) - Databricks & Snowflake Differentiation (especially as it relates to AI)
(19:35) - Overview of Edge Networks - Trends & Architectures (Cloudflare, Fastly, AWS)
(25:04) - Edge Network Providers vs Big 3 Cloud Providers
(31:48) - Overview of Security & Networking Convergence (SASE Security, Zero Trust Networking, SSE, CNAPP, etc)
(37:15) - Public Company SASE Security Landscape (Cloudflare, Z-Scaler, Palo Alto Networks)
(46:03) - XDR/EDR & Zero Trust Converging (Crowdstrike, SentinelOne, Microsoft, Palo Alto Networks)
(48:06) - How Muji Conducts In-Depth Technical and Qualitative Research
(55:23) - Audience Question: Big Cloud Providers vs Nvidia in ASICs and GPUs
(58:39) - Audience Question: Outside of AI, What Area of Software Infra Still Has the Most Innovation and Growth Ahead?
Show Notes:
* Snowflake Deep Dive - Must read for anyone wanting to learn more about Snowflake
* Flavors of Security - Breaking down the various components of security and why areas like the convergence of Networking & Security are so interesting
* Modern Data Stack Overview - Deep historical overview of how data infrastructure has evolved and what is occurring now
* Hhhypergrowth Subscription Page - No brainer to subscribe for paid posts
How to Subscribe:
Available on Apple Podcasts, Spotify, or Google.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit
shomik.substack.com
Software Snack Bites