The Reasoning Show

The Reasoning Show - Reasoning through the AI Revolution

The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.

Hosts: Aaron Delp and Brian Gracely

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The Reasoning Show

2020 in Review - Midyear Edition

July 08, 2020 • Cloudcast Media

0:00 | 45:05

Aaron and Brian review the first half of 2020, which feels like it’s lasted 6 years.

SHOW: 457

SHOW SPONSOR LINKS:

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CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

PodCTL Podcast is Back (Enterprise Kubernetes) - http://podctl.com

SHOW NOTES:

Topic 1 - Back on March 18th, Aaron and Ken Hui did a show about “Working from Home Tips and Tricks”. Can you even remember your mindset back in March?

Zoom becomes a verb

Topic 1a - Is 2020 the Year of Virtual Desktops? Have you seen any last shifts happening about people being remote? [are companies going to allow people to work remote?]

Topic 2 - We’re starting to see the major clouds start to carve out some unique personalities:

AWS - Goes over $10B for the quarter, not a lot of big announcements
Azure - Lots of interesting growth around GitHub; pushing Teams hard with COVID; but had some scaling issues with COVID - also has made several acquisitions
Google - Getting very sales focused (CEO Kurian); pushing Anthos into other clouds (AWS now, Azure soon)
Oracle - Are they becoming the low-cost bandwidth cloud?

Topic 3 - Should anybody be running their own software anymore?

MongoDB, Confluent, Datastax, Hashicorp, Red Hat, VMware (and many more) now have managed cloud-based versions of their core software.

Topic 4 - 2001 Internet Crash drove a ton of new innovation. 2008 Financial Crash led to the public cloud, but also lots of “cost savings” innovation. What does 2020 potentially bring?

Topic 5 - We have to talk about conferences and tradeshows. Do they return in 2021? What have we learned from the virtual ones in 2020?

Topic 6 - Any insights / predictions about the rest of 2020?

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