The Cloudcast #284 - 2016 Review & 2017 Predictions

Aaron and Brian review the state of The Cloudcast, review the biggest stories in 2016, and make predictions about 2017.

Show Links:

• Get a free eBook from O'Reilly media or use promo code PCBW for a discount - 40% off Print Books and 50% off eBooks and videos
• 2016 Predictions
• 2015 Predictions
• 2014 Predictions

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? 


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