2018 Year in Review Dec. 31, 2018

from The Cloudcast· ·

Show: 378 Description: *Aaron and Brian review the biggest news, trends and topics of 2018. *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 Cloudcast Housekeeping: * Thank you to our sponsors, both A Cloud Guru and DataDog * 64% of Krispy Kreme Funding - http://bit.ly/Cloudcast-Donuts2019 * 51 Shows, Avg Listens (show): 18-20k (+19%), Avg Rank iTunes Technology: 63 * Over $50B in M&A and VC Funding for guests (all-time) * Acquired: Red Hat, Rightscale, CoreOS, …



**Show: 378

Description: **Aaron and Brian review the biggest news, trends and topics of 2018.

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

    Cloudcast Housekeeping:

  • Thank you to our sponsors, both A Cloud Guru and DataDog

  • 64% of Krispy Kreme Funding - http://bit.ly/Cloudcast-Donuts2019
  • 51 Shows, Avg Listens (show): 18-20k (+19%), Avg Rank iTunes Technology: 63
  • Over $50B in M&A and VC Funding for guests (all-time)
  • Acquired: Red Hat, Rightscale, CoreOS, GitHub, Evident.io, Loggly, CloudHealth, VictorOps, Bonsai
  • IPO: Pivotal
  • Funding: SWIM.AI, Stryth Leviathan, Atomist, Kasten, Lightstep, Rubrik, Hashicorp, A Cloud Guru

    Show Notes:

  • Previous Year Cloudcast Predictions: 2017, 2016, 2015, 2014,

  • Top Tech Trends (expected) in 2019 (via CBInsights)
  • Commercial Open Source Software Companies ($100B)
  • Cloudability - State of the Cloud (2018)

    Big Trends:

  • Gartner IaaS MQ is down to 6 companies (AWS, Azure, GCP, Alibaba, IBM, Oracle)

  • AWS growing +40% ($25B revenues) and Azure revenues ~ $28-30B (but not explicitly broken out) - AWS claimed at re:Invent to have 51% market-share.
  • Big acquisitions around Open Source (Red Hat, GitHub, Hortonworks)
  • A new push by Open Source companies (Redis, Confluent) to change their licensing model to help protect them from public cloud providers taking their software and not giving back - http://dtrace.org/blogs/bmc/2018/12/14/open-source-confronts-its-midlife-crisis/
  • Big funding and investments around HCI and Backup HCI
  • Kubernetes continues to dominate containers and cloud-native (see: @PodCTL podcast)
  • New CEO at Google Cloud (Thomas Kurian)
  • Blockchain seems to need a new PR agency
  • Interest rates are rising (2 more raises are projected in 2019), which changes all the VC models

    Tech Stocks (2018):

  • S and P 500: (-12.2%), DJIA: (-12%), NASDAQ: (-8%)

  • AAPL: (-12%), AMZN: (+14%), CSCO: (+5%), FB: (-29%), GOOG: (-7.5%), IBM: (-30%)
  • MSFT: (+11%), NFLX: (+25%), NTAP: (-1%), NTNX: (+1%), ORCL: (-11%), RHT: +43% (acquired by IBM)
  • PVTL (0%), SAP: (-8.5%), SFDC: (+18%), VMW: (+13%)
  • How are SaaS priced after 2018 correction? - https://tomtunguz.com/just-where-are-saas-companies-priced-after-the-2018-correction/