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
The Reasoning Show
2021 in Review, 2022 Predictions
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Aaron (@aarondelp) and Brian (@bgracely) discuss the biggest trends from 2021, and make bold cloud computing predictions in 2022.
SHOW: 577
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
CHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"
SHOW SPONSORS:
- CBT Nuggets: Expert IT Training for individuals and teams
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- Megaport - Network as a Service Platform
- Try Megaport - Cloud Connectivity Simplified
SHOW NOTES:
PODCAST BUSINESS:
- Crossed out 11yr anniversary
- We crossed 500 shows (March ’21)
- Most listens in history, up about 20% from last year
- We launched Cloudcast Basics (4 seasons)
- We launched the Sunday Perspectives shows
- We got named #1 Cloud podcast
- We got named top 20 security podcasts
- Listeners in 130 countries | 4200 Cities
- IPOs from our guests - $2.678B
- VC Funding for our guest - $2.516B
TRENDS and MAJOR STORIES from 2021:
- COVID pandemic continued, although some parts of many businesses opened up as vaccines became available.
- Working from Home seems to be a very real, long-term possibility for many in Tech. 25% of workers changed jobs (via LinkedIn)
- AWS - $60B, Azure - $68B, GCP - $15B
- AWS has new leadership. re:Invent felt very different.
- ARM is making a big push in the cloud (and Mac M1)
- This idea of “supercloud” or “overlay cloud services” is gaining traction - companies like Red Hat, Snowflake, MongoDB, Confluent, CockroachDB, etc. are growing quickly as SaaS services, even when the cloud has a native service.
- Cloudflare is making a move to chip away at AWS’ profits (egress networking)
- Digital Ocean is making a bigger push around SMB cloud and developers
- VMware become independent again (from Dell)
- Cloud providers still haven’t acquired legacy software companies to get into the on-premises data centers. They keep adjusting their offerings (Outposts, Arc, Anthos)
- Kubernetes keeps growing, but the hype has slowed down and moved to other areas adjacent to Kubernetes (Service Mesh, eBPF, etc.)
- Software-Supply-Chains and DevSecOps “shift left security” are now heavily funded industry segments.
- The metaverse, Web3, Crypto, NFTs are all starting to get a lots of hype (and confusion)
2022 PREDICTIONS:
AARON’s PREDICTIONS
- Zero Trust Models (again…) - Also security has been/will be the hardest part of cloud and hot job market will continue
- Microsoft will become top public cloud worldwide, AWS will fall to #2
- Google will settle into 3rd, 4th, even 5th spot…
BRIAN’s PREDICTIONS
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