The Cloudcast

Aaron and Brian discuss the 2022 Year in Review, highlighting the biggest trends, as well as making 2023 predictions. SHOW: 679CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwSHOW SPONSORS:Eaton HomepageEaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!FujiFilm. Your archival and backup data strategy, built on tape. Fujifilm tape is helping businesses get a handle on their vast amounts of data in the most secure, scalable and efficient way. Find out more at builtontape.fujifilmusa.comAWS Insiders is an edgy, entertaining podcast about the services and future of cloud computing at AWS. Listen to AWS Insiders in your favorite podcast player. Cloudfix HomepageSHOW NOTES:THE BASICS:The show grew nearly 20% YoY (2nd year in a row), with our first 2M listen year.The Cloudcast named to Top 20 Kubernetes resources of 2022The Cloudcast hosts named to “Who’s Who of Cloud (2022)” listThank you to all our sponsors throughout the year (Datadog, CloudZero, JumpCloud, Mergify, BMC, Teleport, NewRelic, StrongDM, Polyscale, LoadForge, NetApp, Revelo, Lightstep, Granulate, CDN77, Jetbrains, Eaton, Cloudfix)THE BIG NEWS AREAS:Tech layoffs in 2HCY22VMware got acquired by Broadcom (will be part of CA+others)The US made a big investment in CHIPSNVIDIA’s acquisition of ARM fell throughAWS - $60B>$85B (+28%), Azure - $35B>$50B (+42%), GCP - $15B>$27B (+38%)Microsoft is now 50/50 in Software and Cloud revenuesAWS re:Invent is different under Adam SelipskyBetween Texts and Images, AI seemed to make a big leap WebAssembly (WASM) is starting to make noise in new ways (PaaS 2.0?)Is Platform Engineering replacing DevOps and SRE?Docker 2.0 is making money2023 PREDICTIONS: Our 2020 PredictionsOur 2021 PredictionsOur 2022 Predictions Aaron’s Predictions:We’ll see a Twitter clone founded by folks that leftAzure will become #1 public cloud (pulled from 2022 predictions)Docker will become a unicorn again and prove everyone wrong2023 will be the year of the down rounds:Worldwide: 450 unicorn and 24 decacornA unicorn will go underApple will  finally give everyone a peek at their EV car in development, just to mess with Elon a bit.Brian’s Predictions:We’ll start seeing some of the 2020-2022 unicorns acquired as sub-unicorn pricesServerless makes a comeback as a cheaper computer alternativeFinOps conferences become a must-attend eventGCP makes a huge hail-mary acquisitionFEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

Let’s look at the differences between when technology is in a boom-cycle vs. a bust-cycle, and what happens as things transition between cycles. SHOW: 678CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero - Cloud Cost Intelligence for Engineering TeamsDatadog Security Solution: Modern Monitoring and SecurityStart investigating security threats before it affects your customers with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.Eaton HomepageEaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more! SHOW NOTES:HOW CAN WE TELL WHAT CYCLE WE’RE IN? Right now, it feels like we’re in a bust cycle, or at least a correction-cycle, but how do we know what cycle we’re currently in - and more importantly - how do we know when the next cycle will begin?THE GOOD TIMES, THE UNCERTAIN TIMES, AND THE BAD TIMESHistory repeats itself, hence why it’s good to study history. Follow the money. Is money cheap? Is money highly leveraged? What is motivating the money?Does it make sense to a layperson? Can the technology create a sustainable business model? Does it create an expanding ecosystem, or winner-takes-all?Do the stories highlight the people, or the excesses of the people, or do they highlight value-creation? Stories are bolder in a boom. Booms will start slow, will gain word of mouth, will sustain for a while, will begin to reach, and then crash hard. People are never quite sure when to jump into a boom. Reactions are faster in a crash. Crashes happen quickly, as they are usually highly leveraged. The winners in a crash are the ones with money to buy low, or are capitalized after a crash. FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

Bryan Thompson (VP  Product Management of @HPE_GreenLake Cloud Services) talks about managing private and hybrid cloud services and bringing the Cloud to data.SHOW: 677CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:FujiFilm. Your archival and backup data strategy, built on tape. Fujifilm tape is helping businesses get a handle on their vast amounts of data in the most secure, scalable and efficient way. Find out more at builtontape.fujifilmusa.comAWS Insiders is an edgy, entertaining podcast about the services and future of cloud computing at AWS. Listen to AWS Insiders in your favorite podcast player. Cloudfix HomepageEaton HomepageEaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!SHOW NOTES:HPE GreenLake for Private Cloud Enterprise–Take a test driveHPE GreenLake adds new capabilities for Hybrid Cloud (Dec.22)HPE Discover (2022)Topic 1 - Welcome to the show. Let’s talk about your background, and what you focus on at HPE.Topic 2 - HPE is one of the most iconic brands in all of computing history. A lot has evolved over the years. Where does Hewlett Packard Enterprise (HPE) fit into the picture with HP, and what is the HPE focus these days?Topic 3 - For the last 10 years, we’ve seen a huge growth in the usage of public cloud, but we also heard many industry leaders claim that we’re still only around 10% in public cloud. That means we have behavioral expectations changing (on-demand, scalable, etc.) but not necessarily actions changing. How does HPE view their role in the evolution and intersection of IT and the Cloud?  Topic 4 - Give us an overview of HPE GreenLake, both in terms of technology and delivery/operations. Topic 5 - HPE GreenLake has a “bring the Cloud to IT” approach. What does that mean in terms of evolving that 90% that hasn’t moved to the cloud yet? And will they ever move to the cloud?  Topic 6 - What surprises people the most when they start to understand what’s possible with HPE GreenLake that wasn’t there a few years ago? FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

Looking at the Battery Ventures “State of OpenCloud 2022” for trends that will impact 2023.SHOW: 676CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Kubernetes Solution: Maximum Visibility into Container EnvironmentsStart monitoring the health and performance of your container environment with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.Eaton HomepageEaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!CloudZero - Cloud Cost Intelligence for Engineering TeamsSHOW NOTES:Battery Ventures “State of OpenCloud 2022”HOW DO THE VCs LOOK AT THE STATE OF THE OPEN CLOUD MARKET?VCs are still very bullish on cloud-native and open-source cloud companies“Good growth” will be encouraged and rewardedSoftware “multiples” are back to 2018-19 levels. The 2020s were crazy value  inflation. HOW CAN THAT INFLUENCE WHAT 2023 MIGHT LOOK LIKE?Lots of companies are re-evaluating their spending levels and cost levelsLots of highly “valued” private companies may become acquisition targets in 2023Most of the job-cuts, thus far, haven’t been that large, as a percentage. For software businesses, cloud-services are growing 3-5x their software business. Expect to see more companies moving to those offerings. Cloud providers continue to show strong growth, even at a larger scale. Expect this to continue, although they are all shifting their focuses. Software can be a driving force to enable productivity, so expect to see companies continue to focus on software-driven projects. Lots of good insights into how the selling and buying model are evolving. Interesting if you’re evaluating companies beyond just what they offer. FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

Let’s look at the NEW announcements from AWS re:Invent. Not as many as usual, but some interesting new focus areas for AppDev, AppNet, and Security.SHOW: 675CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:AWS Insiders is an edgy, entertaining podcast about the services and future of cloud computing at AWS. Listen to AWS Insiders in your favorite podcast player. Cloudfix HomepageEaton HomepageEaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!FujiFilm. Your archival and backup data strategy, built on tape. Fujifilm tape is helping businesses get a handle on their vast amounts of data in the most secure, scalable and efficient way. Find out more at builtontape.fujifilmusa.comSHOW NOTES:2022 AWS re:Invent announcements (AWS Website)2022 AWS re:Invent announcements (Cloudcast notes)~130 new announcements (features, services, partner-related capabilities)< 10 brand new services FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

AWS re:Invent is the largest Cloud conference of the year, and it was back after a downturn from the COVID pandemic. What was the vibe in Las Vegas in 2022?SHOW: 674CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Eaton HomepageEaton and Tripp Lite have joined forces to bring more sanity to IT pros days, every day. Visit www.eaton.com/audio to learn more!CloudZero - Cloud Cost Intelligence for Engineering TeamsDatadog Security Solution: Modern Monitoring and SecurityStart investigating security threats before it affects your customers with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.SHOW NOTES:AWS re:Invent Keynotes2022 AWS re:Invent announcementsWHAT WAS THE VIBE FROM AWS IN YEAR 2 OF ADAM SELIPSKY?AWS is the profit center of Amazon50-60,000 attendeesNo longer focus on “why cloud is better”Limited focus on how well AWS is doing (Gartner, scale, new releases, etc.)Limited focus on cost savings, and no focus on price reductionsGreat focus on “solutions” - 99% of the building blocks are in placeWHAT WAS THE VIBE FROM ATTENDEES AND PARTNERS/VENDORS?2300 breakout sessions (KubeCon has 200+)Less competition with technology partnersLots of cloud cost-management companiesVery healthy community supportConcern about AWS competing the channel partners - consultingDifficult to get a focus in the show - too many focus areasMore focus on dataFEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

Edo Liberty (@edoliberty, Founder/CEO @Pinecone) talks about vector databases and building applications that leverage data in new and unique ways. SHOW: 673CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:CloudZero - Cloud Cost Intelligence for Engineering TeamsJetBrains Datalore: Collaborative data science for your whole organizationEnhance your core data team’s performance by bringing real-time collaboration, a first-class coding experience, and no-code automations to Jupyter notebooks. Make conversation with business stakeholders easy through the sharing of interactive data apps. Start for free at datalore.team/cloudcast.CDN77 - Content Delivery Network Optimized for Video85% of users stop watching a video because of stalling and rebuffering. Rely on CDN77 to deliver a seamless online experience to your audience. Ask for a free trial with no duration or traffic limits.SHOW NOTES:Pinecone - Fully Managed Vector Search (homepage)What is Vector Search? (InfoWorld)Topic 1 - Welcome to the show. Let’s talk about your background, and what led you to found Pinecone. Topic 2 - Let’s talk about trends in search. Beyond what we all experience with Google Search, how is more advanced search impacting applications and user-experiences?Topic 3 - What is involved in building a modern search platform or application, in terms of data ingestion and indexing, scaling the platform, and day-to-day operations? Topic 4 - How does Pinecone help search application builders? Where does the Pinecone platform stop and the application start? Topic 5 - How do the AI models in Pinecone help the application builders? Topic 6 - What are some examples of how vector search is helping companies today? FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

It’s that time of year when we step back and consider the important things for which we are thankful. SHOW: 672CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Granulate, an Intel company - Autonomous, continuous, workload optimizationgMaestro from Granulate - Reduce Kubernetes costs by up to 60%CDN77 - Content Delivery Network Optimized for Video85% of users stop watching a video because of stalling and rebuffering. Rely on CDN77 to deliver a seamless online experience to your audience. Ask for a free trial with no duration or traffic limits.JetBrains Datalore: Collaborative data science for your whole organizationEnhance your core data team’s performance by bringing real-time collaboration, a first-class coding experience, and no-code automations to Jupyter notebooks. Make conversation with business stakeholders easy through the sharing of interactive data apps. Start for free at datalore.team/cloudcast.SHOW NOTES:Alice’s Restaurant (Arlo Guthrie)Alice’s Restaurant (Wikipedia)BE THANKFUL ALL THE TIME, BUT BE THOUGHTFUL IN YOUR THANKFULNESSBe thankful for good healthBe thankful for friends and familyBe thankful for traditions that bring you joyBe thankful for the chance to learn, and to shareBe thankful for the opportunity to help othersBe thankful for people that challenge you, and offer opportunities to see the worldBE THANKFUL FOR SOMETHING THAT MAKES YOU LAUGH, THINK and GET ALONGSometimes life is dumbSometimes justice is blindSometimes you need to be part of something biggerSometimes you need to get along with othersFEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

Andrew Davidson (SVP Products, @MongoDB) talks about MongoDB's evolution from a software company to a cloud services company (MongoDB Atlas), how developers traditionally interacted with databases, and the need for Developer Data Platforms going forward.SHOW: 671CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Datadog Security Solution: Modern Monitoring and SecurityStart investigating security threats before it affects your customers with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.CDN77 - CDN Focused on VOD and SecurityCDN77 - ask for a free trial with no duration or traffic limits.CloudZero - Cloud Cost Intelligence for Engineering TeamsSHOW NOTES:Press Release: MongoDB Unveils Vision for a Developer Data Platform at MongoDB World 2022Forbes: MongoDB Extends Developer Data Platform For Modern ApplicationsTechCrunch: MongoDB puts a spotlight on its developer data platformTopic 1 - Welcome to the show. Let’s talk about your background, and what you focus on at MongoDB.Topic 2 - Data is a weird beast. It’s cheap to create, it’s expensive to move, and it’s complicated to use because there’s so many ways to interact with it depending on the use-case. So for someone that thinks about data a lot, how do you frame up the challenges of how applications interact with data?   Topic 3 - People tend to think about MongoDB as a database company, and then a Cloud database company. What did the company learn as it moved to the cloud, as a lot of barriers for developers got knocked down in that transition? Topic 4 - As a developer today, do I still need to think about the relationship between the underlying data and the database access model needed to make that useful to an application, or are any of those lines blurring or going away?Topic 5 - Databases have traditionally followed the CAP theorem, and different choices have different strengths and tradeoffs. As you start to think about this concept of developer data platform, how do you try and reframe those tradeoffs? Do any of them go away?   Topic 6 - What are some examples of how companies and their developers are able to think differently about how their new applications can be built with this new platform approach to data?FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet

Kin Lane (@kinlane, Founder API Evangelist  & Chief Evangelist @Postman) talks about getting started with APIs. We also cover API lifecycle & governance.SHOW: 670CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Granulate, an Intel company - Autonomous, continuous, workload optimizationgProfiler from Granulate - Reduce Kubernetes costs by up to 60%CDN77 - Content Delivery Network Optimized for Video85% of users stop watching a video because of stalling and rebuffering. Rely on CDN77 to deliver a seamless online experience to your audience. Ask for a free trial with no duration or traffic limits.JetBrains Datalore: Collaborative data science for your whole organizationEnhance your core data team’s performance by bringing real-time collaboration, a first-class coding experience, and no-code automations to Jupyter notebooks. Make conversation with business stakeholders easy through the sharing of interactive data apps. Start for free at datalore.team/cloudcast.SHOW NOTES:API Evangelist websiteBreaking Changes PodcastPostman websiteTopic 1 - Kin, for those out there that maybe haven’t heard of you, give everyone a brief introduction.Topic 2 - You’ve been doing APIs since before APIs were cool. You started the API evangelist site 12 years ago. Tell us about that journey. As a follow up, how do new folks get started?Topic 3 - As you mention on the API Evangelist website. APIs are more than technology. The headline of the website is “making sense of the technology, business, and politics of APIs since 2010. What do you mean by that? How does business and politics come into play with APIs.Topic 4 - We often hear the phrases Cloud First and API First thrown around. What does that mean? Also, help everyone out with terminology differences between say Open API, GraphQL, etc.Topic 5 - Follow up to API First question. Let’s talk about API First companies, we often hear about the poster children: Twilio, Stripe, and SendGrid for instance. Are they still valid examples? Who are the latest examples and use cases? Topic 6 - Let’s talk about API Lifecycles and dig into Postman a bit. We’ve reached a point in our industry that APIs are treated like a product, have PM and full development teams, and just like any product or service a company would produce. What are the typical steps you see and how does Postman help with this journey? Topic 7 - You are active in API research, publishing of articles and research around APIs. I noticed you have been digging into Government APIs recently for instance. Where is your focus these days and what are the latest emerging trends you are seeing?FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnet