2019 in Review & 2020 Predictions Dec. 25, 2019

from The Cloudcast - Cloud Computing· ·

SHOW: 430 DESCRIPTION: Aaron and Brian discuss the biggest trends of 2019, and make bold cloud computing predictions for 2020. SHOW SPONSOR LINKS: * Datadog Homepage - Modern Monitoring and Analytics * Try Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirt * MongoDB Homepage - The most popular database for modern applications * MongoDB Atlas - MongoDB-as-a-Service on AWS, Azure and GCP * [DONUT RUN DONATIONS] * * * *[FREE] *Try an IT Pro Challenge *PODCAST BUSINESS: * * Why are Aaron and Brian both on …



SHOW: 430

DESCRIPTION: Aaron and Brian discuss the biggest trends of 2019, and make bold cloud computing predictions for 2020.

SHOW SPONSOR LINKS:

  • Datadog Homepage - Modern Monitoring and Analytics
  • Try Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirt
  • MongoDB Homepage - The most popular database for modern applications
  • MongoDB Atlas - MongoDB-as-a-Service on AWS, Azure and GCP
  • [DONUT RUN DONATIONS] * *
  • *[FREE] *Try an IT Pro Challenge

    *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