SHOW: 430
DESCRIPTION: Aaron and Brian discuss the biggest trends of 2019, and make bold cloud computing predictions for 2020.
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PODCAST BUSINESS:
- Why are Aaron and Brian both on the show recently?
- Krispy Kreme Challenge (“The Donut Run”) fundraising
- Announcing “The Cloudcast Basics” - coming in early 2020!!
CLOUD NEWS OF THE WEEK: The Cloudcast in 2019:
- Over 1.6M+ listens, up 40% YoY
- Guest Acquisitions: (total: 9) Cloudability (Apptio), Bromium (HPE), Docker (Mirantis), Shippable (JFrog), SignalFX (Splunk), Pivotal (VMware), NGINX (F5), ParkMyCloud (Turbonomics), Twistlock (Palo Alto) - also had 9 in 2018
- IPO: Datadog
TRENDS and MAJOR STORIES from 2019:
- Public Cloud CAPEX comparisons (through 2018)
- Data of AWS trends in Revenues, Growth Rates, Operating Margins, Operating Income
- AWS continues to lead in revenues, but their revenue growth has been slowing (as a YoY and QoQ%) for the last 5-6 months. Increased competition from Azure.
- Azure won the US DoD JEDI contract.
- Google continues to be 3rd or 4th cloud, with Alibaba Cloud often ranked 3rd.
- IBM closed the $34B acquisition of Red Hat
- VMware made 8 acquisitions in 2019 - Bitnami, Pivotal. AVI Networks, Carbon Black
- Lots of discussion about large public cloud spending by web scale companies (Salesforce, Apple, Spotify, etc.)
- Several of the Gig-Economy companies continued to struggle in finding a profitable business model - Uber, Lyft, WeWork, DoorDash, etc.
2020 PREDICTIONS
Brian:
- We’ll start talking about GitHub as one of the major cloud platforms, in the same way we do AWS, Azure and Google.
- We’re going to start seeing more and more vertical-centric AI/ML companies emerge, that curate data and provide insights-as-a-service.
- We’re going to start seeing companies that offer distributed versions of the large “monolithic” systems of today (Core Banking, ERP, etc.) that lets new companies and business models emerge.
Aaron:
- The “trough of disillusionment” will hit Kubernetes, and it will be fine…
- Serverless will get a new name and will hit stride
- GitLab and HashiCorp will have breakout years
STARS WARS DISCUSSION:
For the 1st time ever, we indulge Aaron and talk a little bit of sci-fi on the