The Cloudcast
The Cloudcast #284 - 2016 Review & 2017 Predictions
Dec 28, 2016
Aaron Delp and Brian Gracely
Aaron and Brian review the state of The Cloudcast, review the biggest stories in 2016, and make predictions about 2017.
Show Links:
Show Notes:
Housekeeping:
- Listens up 70% YoY; 50 Shows in 2016
- 2017 will be the 7th year of the show.
- Thank you to 2016 Sponsors: Intel Cloud For All, Service Now
- [DONATIONS] Krispy Kreme Challenge 2017
- Most Popular Shows: Serverless, DevOps, Containers, Microservices) - all time shows all in 2016
- VC Funding + M&A activities: now over $7.6B ($2.65B VC, $4.98B M&A, 25 acquisitions) - last year closed just north of $5B.
- The Cloudcast listed on several “watch lists” for Blogs/Podcasts
- ServerlessCast (@serverlesscast) shows (red logo) in your pod-catcher
- Weekly | Bi-Weekly “what to watch” shows ~ 10mins - (blue logo) in your pod-catcher
- “The Technical MBA” project
Looking Back at 2016:
Tech Acquisitions + M&A + IPO:
- Oracle bought NetSuite (SaaS consolidation)
- Dell finalized acquisition of EMC/VMware/Pivotal (Hardware consolidation)
- Nutanix IPO (down about 23%)
Software-Eating the World M&A:
- Unilever acquires Dollar Shave Club (personality, online only)
- Walmart acquires Jet (like Amazon.com)
- GE Digital acquires ServiceMax (field services via cloud)
- Capital One gives away Echo at AWS re:Invent
Prediction Topic 1 - Technology
- Enterprises and the Public Cloud - how does this evolve?
- Containers (ecosystem)
- Serverless
- AI, Machine Learning, Data Gravity
- SDN? Remember that?
- (Hyper) Converged Infrastructure
Prediction Topic 2 - The Economy
- VC funding has been down. Do we see fire-sale acquisitions?
- Have VC moved out of the segment that we discuss on The Cloudcast?
- Will more legacy vendors go private-equity (eg. Cisco, Juniper, NetApp, etc.)?
- Most have thrown in the towel on visions of public cloud
- If the economy goes bad, does that help SaaS or IaaS more (capex vs. open)?
Prediction Topic 3 - Politics
- Will Trump pick a fight with Jeff Bezos?
- Will regulation impact things like autonomous driverless vehicles?
- Will there be any efforts to encourage work outside the major tech areas?
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