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The Cloudcast - Weekly Cloud Computing Podcast
The Cloudcast #353 - The 2018 Mid-Year Show
July 04, 2018 Aaron Delp & Brian Gracely
Aaron and Brian talk about the first half of 2018: Acquisitions and IPOs, Rating and ranking the Public Cloud, a look at aspects of Private Cloud, Containers and Kubernetes, HCI and GDPR, as well as their perspectives on AI and IoT.

Show Links:

Show Notes:

Topic 1 - It’s been a busy year for Cloudcast alumni in 2018  
  • Microsoft acquires GitHub - 7.5B
 
  • BonsaiAI acquired by Microsoft

  • Pivotal IPO - $555M

  • Evident.io acquired by Palo Alto - $300M

  • CoreOS acquired by Red Hat - $250M

  • Splunk acquires VictorOps - $120M

  • Elastic (formerly ElasticSearch) - announced IPO plans

  • Loggly acquired by Solarwinds
Topic 2 - How would you handicap the public cloud market (leaders, laggards, emerging trends)?
  • Gartner only has 6 companies in their IaaS Magic quadrant

  • AWS keeps growing (apparently 30-35% of public cloud spending)

  • Microsoft keeps acquiring

  • Google is still TBD, but we’re going to GoogleNEXT in July

  • Alibaba is growing and starting to hear about more US companies using AliCloud

  • IBM and Oracle still seem like large Enterprise vendors
Topic 3 - Brian’s involved with containers, Aaron’s involved with Storage and HCI and some cloud integration, what’s interesting in those areas? What are the biggest trends you’re seeing in the private cloud / data center market?
Topic 4 - We’ve been trying to incorporate more AI and IoT into the shows this year. What have you learned so far, what has surprised you, where do you still have questions?
Feedback?
Aaron and Brian talk about the first half of 2018: Acquisitions and IPOs, Rating and ranking the Public Cloud, a look at aspects of Private Cloud, Containers and Kubernetes, HCI and GDPR, as well as their perspectives on AI and IoT.

Show Links:

Show Notes:

Topic 1 - It’s been a busy year for Cloudcast alumni in 2018  
  • Microsoft acquires GitHub - 7.5B
 
  • BonsaiAI acquired by Microsoft

  • Pivotal IPO - $555M

  • Evident.io acquired by Palo Alto - $300M

  • CoreOS acquired by Red Hat - $250M

  • Splunk acquires VictorOps - $120M

  • Elastic (formerly ElasticSearch) - announced IPO plans

  • Loggly acquired by Solarwinds
Topic 2 - How would you handicap the public cloud market (leaders, laggards, emerging trends)?
  • Gartner only has 6 companies in their IaaS Magic quadrant

  • AWS keeps growing (apparently 30-35% of public cloud spending)

  • Microsoft keeps acquiring

  • Google is still TBD, but we’re going to GoogleNEXT in July

  • Alibaba is growing and starting to hear about more US companies using AliCloud

  • IBM and Oracle still seem like large Enterprise vendors
Topic 3 - Brian’s involved with containers, Aaron’s involved with Storage and HCI and some cloud integration, what’s interesting in those areas? What are the biggest trends you’re seeing in the private cloud / data center market?
Topic 4 - We’ve been trying to incorporate more AI and IoT into the shows this year. What have you learned so far, what has surprised you, where do you still have questions?
Feedback?
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