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