Aaron (@aarondelp) and Brian (@bgracely) discuss the biggest trends from 2021, and make bold cloud computing predictions in 2022.
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SHOW NOTES:
PODCAST BUSINESS:
- Crossed out 11yr anniversary
- We crossed 500 shows (March ’21)
- Most listens in history, up about 20% from last year
- We launched Cloudcast Basics (4 seasons)
- We launched the Sunday Perspectives shows
- We got named #1 Cloud podcast
- We got named top 20 security podcasts
- Listeners in 130 countries | 4200 Cities
- IPOs from our guests - $2.678B
- VC Funding for our guest - $2.516B
TRENDS and MAJOR STORIES from 2021:
- COVID pandemic continued, although some parts of many businesses opened up as vaccines became available.
- Working from Home seems to be a very real, long-term possibility for many in Tech. 25% of workers changed jobs (via LinkedIn)
- AWS - $60B, Azure - $68B, GCP - $15B
- AWS has new leadership. re:Invent felt very different.
- ARM is making a big push in the cloud (and Mac M1)
- This idea of “supercloud” or “overlay cloud services” is gaining traction - companies like Red Hat, Snowflake, MongoDB, Confluent, CockroachDB, etc. are growing quickly as SaaS services, even when the cloud has a native service.
- Cloudflare is making a move to chip away at AWS’ profits (egress networking)
- Digital Ocean is making a bigger push around SMB cloud and developers
- VMware become independent again (from Dell)
- Cloud providers still haven’t acquired legacy software companies to get into the on-premises data centers. They keep adjusting their offerings (Outposts, Arc, Anthos)
- Kubernetes keeps growing, but the hype has slowed down and moved to other areas adjacent to Kubernetes (Service Mesh, eBPF, etc.)
- Software-Supply-Chains and DevSecOps “shift left security” are now heavily funded industry segments.
- The metaverse, Web3, Crypto, NFTs are all starting to get a lots of hype (and confusion)
2022 PREDICTIONS:
AARON’s PREDICTIONS
- Zero Trust Models (again…) - Also security has been/will be the hardest part of cloud and hot job market will continue
- Microsoft will become top public cloud worldwide, AWS will fall to #2
- Google will settle into 3rd, 4th, even 5th spot…
BRIAN’s PREDICTIONS
- Alphabet/Google decides if they still believe they can get to #2 by 2023
- We’ll start seeing the first generation of ex-AWS people starting new companies
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