Podcasts about entityid

This week Mark Mahaney, Managing Director covering the Internet sector at RBC Capital Markets shared his thoughts on Amazon in the Accelerator. Mark opens the discussion with a brief overview of the four pillars of Amazon: First party retail marketplace, third party retail marketplace, AWS cloud, AMS advertising, and then he adds a fifth to cover the full spread of Amazon’s empire. Mark estimates about 25% of Amazon’s base are prime customers who shop more frequently, spend more and give higher customer satisfaction scores. This high-quality customer base alone may be the greatest reason to tap into Amazon’s Marketplace. Please help us spread the word about building your business’ customer equity through effective customer analytics. Rate and review the podcast on Apple Podcast, Stitcher, Google Play, Alexa’s TuneIn,  iHeartRadio or Spotify. And do tell us what you think by writing Allison at info@ambitiondata.com or  ambitiondata.com. Thanks for listening! Tell a friend!  https://www.rbccm.com/GLDisclosure/PublicWeb/DisclosureLookup.aspx?entityId=1  Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s a new IaaS magic quadrant out that we finally take a look at. Plus, with some nerd-fighting in the kubernetes world, we discuss the point of all these blinking cursors. This episode brought to you by: Datadog! This episode is sponsored by Datadog, a monitoring platform for cloud-scale infrastructure and applications. Sign up for a free trial (https://www.datadoghq.com/ts/tshirt-landingpage/?utm_source=Advertisement&utm_medium=Advertisement&utm_campaign=SoftwareDefinedTalkRead-Tshirt) at www.datadog.com/sdt (http://www.datadog.com/sdt) This week Datadog also wants you to know about their upcoming conference DashCon, in NYC on July 11th-12th (https://www.dashcon.io/?utm_source=Advertisement&utm_medium=GoogleAds&utm_campaign=GoogleAds-Dash&utm_content=Dash&utm_keyword=%2Bdatadog%20%2Bconference&utm_matchtype=b&gclid=CjwKCAjw8r_XBRBkEiwAjWGLlH3LXgGYu4iPzwOh8gkrY5NAQ1B9dWqB2OukaISujKyVCU4_5sUUchoCfT8QAvD_BwE). You can register to attend at https://www.dashcon.io/sdt use the discount code DASHSDT and save 20%. DevOpsDays MINNEAPOLIS - JULY 12-13, 2018 Get a 20% discount for one of the best DevOpsDays on the planet, DevOpsDays Minneapolis (https://www.devopsdays.org/events/2018-minneapolis/welcome/). It's July 12th to 13th, and you can bet it'll be worth your time. If you're new to DevOps you'll get an idea of what it is, how it's practices, and how to get started. If you're an old pro, you'll dive down into topics and catch-up with all the other old hands. Code: SDT2018 (https://www.devopsdays.org/events/2018-minneapolis/registration/). Follow up Did Matt watch The Tick (https://www.amazon.com/The-Tick/dp/B01J776HVW)? (Spoiler alert: no.) Relevant to your interests BA now part of TSA Pre (https://onemileatatime.boardingarea.com/2018/05/17/british-airways-tsa-pre-check/). Can show up later for that AUS→LHR flight. It’s hard to find where to enter this: on individual flights? Annual Meeker Slide Fest: recording (https://www.youtube.com/watch?v=HdjcdZqODoE&feature=youtu.be), slides (https://www.slideshare.net/kleinerperkins/internet-trends-report-2018-99574140). Cloud is a six-horse rac (https://www.theregister.co.uk/2018/05/29/gartner_2018_magic_quadrant_for_infrastructure_as_a_service/)e, and three of those have been lapped State Of The Kubernetes Ecosystem (https://blog.spotinst.com/2018/05/20/kubernetes-ecosystem/) Kubernetes won - so now what? (https://redmonk.com/jgovernor/2018/05/25/kubernetes-won-so-now-what/) Google Cloud Platform breaks into leader category in Gartner's Magic Quadrant (https://www.zdnet.com/article/google-cloud-platform-breaks-into-leader-category-in-gartners-magic-quadrant/). The Full Gartner MQ (https://www.gartner.com/doc/reprints?id=1-50WJ5CK&ct=180525&st=sb). Register (https://www.theregister.co.uk/2018/05/29/gartner_2018_magic_quadrant_for_infrastructure_as_a_service/) coverage (https://www.theregister.co.uk/2018/05/29/gartner_2018_magic_quadrant_for_infrastructure_as_a_service/). IDC survey on digital transformation (https://diginomica.com/2018/05/30/whats-really-driving-digital-transformation-globally-idc-has-answers/) says organizations are motivated to get more “productivity” and be more competitive, among other survey findings. And, as always, “the biggest barriers are people oriented.” Get the Infor sponsored PDF (https://www.infor.com/content/analyst/Designing-tomorrow.pdf/?noRedirect=1) if you’re into this kind of thing. Infrastructure software is back (https://twitter.com/ritam/status/1002339901507899392)! Also, Amazon’s DB has huge growth. “Full Life-cycle Developers” (https://medium.com/netflix-techblog/full-cycle-developers-at-netflix-a08c31f83249) at Netflix Like SRE, but “platform ops.” Which is to say, something like, “shallow DevOps.” “Netflix created centralized teams (e.g., Cloud Platform, Performance & Reliability Engineering, Engineering Tools) with the mission of developing common tooling and infrastructure (https://netflix.github.io/) to solve problems that every development team has. Empowered with these tools in hand, development teams can focus on solving problems within their specific product domain.” “As additional tooling needs arise, centralized teams assess whether the needs are common across multiple dev teams. When they are, collaborations ensue. Sometimes these local needs are too specific to warrant centralized investment. In that case the development team decides if their need is important enough for them to solve on their own.” “we arrived at a model where a development team, equipped with amazing developer productivity tools, is responsible for the full software life cycle: design, development, test, deploy, operate, and support”…but not the infrastructure, common middleware and services, and “platform” that they run on. Just like SRE, eh? Which the post says. Use of the roads seems optional, and sometimes challenging to recruit for: ‘Netflix has a “paved road” set of tools and practices that are formally supported by centralized teams. We don’t mandate adoption of those paved roads but encourage adoption by ensuring that development and operations using those technologies is a far better experience than not using them. The downside of our approach is that the ideal of “every team using every feature in every tool for their most important needs” is near impossible to achieve. Realizing the returns on investment for our centralized teams’ solutions requires effort, alignment, and ongoing adaptations.’ Coté had dinner with Netflix tools engineer many years ago where they described exactly this. Question: what exactly is DevOps (now) anyways? Is it too expansive to be useful as a phrase, and instead a buffet of thought technologies? BMC changes PE hands (https://www.bloomberg.com/news/articles/2018-05-29/kkr-to-buy-bmc-software-from-bain-group-golden-gate-capital): Brenon@451 (https://451research.com/report-short?entityId=95026&type=mis&alertid=1645&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=95026-A+sizeable+secondary+for+BMC): “Terms of the BMC secondary weren't released. However, early reports indicated that the price paid by the syndicate for BMC and the price received for BMC [$6.9bn five years ago] weren't radically different.” Same: “the software vendor that says it posts revenue of $2bn each year.” The reporters are like “I got no idea what the fuck these people do”: “Houston-based BMC builds various types of software solutions for businesses looking to manage and streamline their information.” “BMC has about 6,000 employees in 30 countries, according to its website.” “BMC has more than $5 billion in debt outstanding, according to data compiled by Bloomberg.” Annual Meeker Slide Fest: recording (https://www.youtube.com/watch?v=HdjcdZqODoE&feature=youtu.be), slides (https://www.slideshare.net/kleinerperkins/internet-trends-report-2018-99574140). Reports that the decks are getting more concise (https://twitter.com/benthompson/status/1002125689749848066). Kubernetes Korner PodCTL #37 (https://blog.openshift.com/podcast-podctl-37-how-to-deploy-applications-to-kubernetes/) covers Helm and other deployment schemes - Very responsible Coté hasn’t listened to it yet. Nerd fight on forking (https://www.infoworld.com/article/3276009/open-source-tools/the-kubernetes-fork-open-source-purists-miss-the-point.html): Asay: “Enterprises want stuff that works. As much as we in the open source world chatter and fret about vendor lockin, enterprises have demonstrated a remarkable ability to shrug off that concern and buy deeply into Microsoft, Oracle, and, yes, Red Hat’s OpenShift.” Question: how close are we to going OpenStack on all this? Is that even a helpful question, or just trolling? “Kubernetes has, in fact, already lost the war to serverless,” James Governor (https://redmonk.com/jgovernor/2018/05/25/kubernetes-won-so-now-what/). By the time you hear this, Coté will have finally given a Kubernetes talk (https://twitter.com/cote/status/1002338318846083072). The State Of The Kubernetes Ecosystem (https://blog.spotinst.com/2018/05/20/kubernetes-ecosystem/): Overview of all the (vendor) players. “A Forrester study (http://i.dell.com/sites/doccontent/business/solutions/whitepapers/en/Documents/Containers_Real_Adoption_2017_Dell_EMC_Forrester_Paper.pdf) found that 66% of organizations who adopted containers experienced accelerated developers efficiency, while 75% of companies achieved a moderate to significant increase in application deployment speed.” “According to predictions from 451 Research, the market is set to grow from $762 million in 2016 to $2.7 billion by 2020” Important nonsense BA now part of TSA Pre (https://onemileatatime.boardingarea.com/2018/05/17/british-airways-tsa-pre-check/). Can show up later for that AUS→LHR flight. Although, it’s hard to find where to enter this. Perhaps it’s ticket-by-ticket. # Conferences, et. al. June 1st, 2018 - Coté speaking (https://voxxeddays.com/singapore/program/) at Voxxed Days, Singapore (https://voxxeddays.com/singapore/). June 28th and 29th, 2018 - Coté at DevOpsDays Amsterdam (https://www.devopsdays.org/events/2018-amsterdam/welcome/) - come get a sticker! Sep 24th to 27th - SpringOne Platform (https://springoneplatform.io/), in DC/Maryland (crabs!) get $200 off registration with the code S1P200_Cote. Also, check out the Spring One Tour - coming to a city near you (https://springonetour.io/)! Listener Feedback Gabriel from Puerto Rico got a sticker Daniel had a sticker sent all they way to South Austin SDT news & hype Check out Software Defined Interviews (http://www.softwaredefinedinterviews.com/), our new podcast. Pretty self-descriptive, plus the #exegesis podcast we’ve been doing, all in one, for free. Join us in Slack (http://www.softwaredefinedtalk.com/slack). Buy some t-shirts (https://fsgprints.myshopify.com/collections/software-defined-talk)! DISCOUNT CODE: SDTFSG (20% off) Send your name and address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you a sticker. If you run into Matt he’ll give you one too! Recommendations Brandon: Station Eleven (https://www.audible.com/pd/Sci-Fi-Fantasy/Station-Eleven-Audiobook/B00M27L7TC). Zone 1. Matt: The Terror (https://www.theatlantic.com/entertainment/archive/2018/05/the-terror-amc/559031/), still. Coté: American Airline’s software. Compared to others like BA, Cathey, Korean Air, Thai Air. Also, Star Trek: Discovery (https://www.amazon.com/The-Vulcan-Hello/dp/B077M2959Q/ref=sr_1_1?s=instant-video&ie=UTF8&qid=1527812877&sr=1-1&keywords=Star+Trek+Discovery). Star Trek: Voyager (https://www.amazon.com/Caretaker/dp/B005HEVBGG/ref=sr_1_1?s=instant-video&ie=UTF8&qid=1527812805&sr=1-1&keywords=Star+Trek+Voyager) is pretty good plane TV fodder. That Neelix guy needs to calm the fuck down though with his space-mullet (https://coub.com/view/3cjcd).

Mitch Steves is a Silicon-Valley-based Research Analyst at RBC Capital Markets. RBC Capital Markets is one of the top global investment banks with almost 2,000 deals and approximately $250 billion dollars in capital raised for clients in 2017.  Mitch made headlines at the beginning of 2018 when he published a report stating, “Cryptocurrencies and Blockchain could become a $10-trillion-dollar market in 15 years.” In this episode, Mitch and I discuss: How his predictions may have driven up the price of Ether by over 1,000% in 2017 We review his report on blockchain and cryptocurrencies and discuss the rationale behind the $10-trillion-dollar figure And, because he’s a research analyst, I pick his brain on how to value cryptocurrencies and what best practices he recommends for ICOs Please note, Mitch is providing his personal opinion in this interview, which may not reflect the views of his employer, RBC. Also, for required disclosure on the companies discussed, please use the following disclosure link - https://www.rbccm.com/GLDisclosure/PublicWeb/DisclosureLookup.aspx?entityId=1

It’s hard to be a medium sized systems management (“monitoring”) company: you either have to niche it out and exit early, or go big. With some recent funding and PE activity in that area, Brandon and Coté discuss that. Also, a detailed HOWTO on eating Texas BBQ. This episode brought to you by: Datadog! This episode is sponsored by Datadog, a monitoring platform for cloud-scale infrastructure and applications. Built by engineers, for engineers, Datadog provides visibility into more than 200 technologies, including AWS, Chef, and Docker, with built-in metric dashboards and automated alerts. With end-to-end request tracing, Datadog provides visibility into your applications and their underlying infrastructure—all in one place. Sign up for a free trial (https://www.datadoghq.com/ts/tshirt-landingpage/?utm_source=Advertisement&utm_medium=Advertisement&utm_campaign=SoftwareDefinedTalkRead-Tshirt) at www.datadog.com/sdt (http://www.datadog.com/sdt) Datadog wants you to know they monitor all kinds of data about Amazon EC2 instances (https://www.datadoghq.com/blog/ec2-monitoring/). You can try it out by signing up for a trial at www.datadog.com/sdt (http://www.datadog.com/sdt). Housekeeping Listen to Brandon and Satish talk about product management on Software Defined Interviews (http://www.softwaredefinedinterviews.com/70). Make sure to subscribe to the CashedOut.coffee podcast (http://www.cashedout.coffee/) if you like Coté shit. Week’s wunderkammer New MacBook Pro: The touchbar is pretty cool. I do keep hitting “back” because I’m used to resting my fingers on that part of the keyboard. Whatever. The speakers are very nice too, like the iPad Pro. Migrate Utility is either easy to screw up or not fully baked. Dropbox gets a little confused with how long something will take. USB-C: I’m just here so I don’t get fined. How to eat (Hill Country) BBQ Order a plate - two meats (always brisket if it's your first time, then lady's choice), beans, Cole slaw. I’d skip the bread, but load up on onions, and pickles if they’re you’re thing Eat all the BBQ. Eat with your fingers. Don't put sugar on your meat. Don’t tell people how to eat BBQ, or argue about dry rubs and sauce. Just eat. Relevant to your interests HCL buys into hybrid data management with majority stake in Actian (https://451research.com/report-short?entityId=94765&type=mis&alertid=1417&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=94765-HCL+buys+into+hybrid+data+management+with+majority+stake+in+Actian): 451 (https://451research.com/report-short?entityId=94765&type=mis&alertid=1417&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=94765-HCL+buys+into+hybrid+data+management+with+majority+stake+in+Actian): “Actian is being acquired in an all-cash deal valued at $330m by a JV in which HCL Technologies owns 80% and Sumeru Equity Partners the remaining 20%” 451 (https://451research.com/report-short?entityId=94765&type=mis&alertid=1417&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=94765-HCL+buys+into+hybrid+data+management+with+majority+stake+in+Actian): “Actian told us in March [of 2018?] that revenue was back up to more than $100m while headcount totaled approximately 300." They also own Pervasive (https://en.wikipedia.org/wiki/Pervasive_PSQL) (including Data Junction for ETL/integration soup-to-nuts), y’all: “In 2013, Pervasive Software was acquired by Actian Corporation (https://en.wikipedia.org/wiki/Pervasive_Software) for $161.9 million. Actian had initially made offers in August 2012 starting at $154 million 30% higher than its shares traded at the time.” Vista buys Logic Monitor from Providence (https://www.pehub.com/2018/04/vista-buys-logic-monitor-providence/#). Meanwhile, AppDynamics seems fine (https://www.zdnet.com/article/appdynamics-touts-the-agility-of-a-startup-with-the-pocket-of-a-global-giant/#ftag=RSSbaffb68). Sensu raises $10M to build a robust monitoring system for all your different operations (https://techcrunch.com/2018/04/13/sensu-raises-10m-to-build-a-robust-monitoring-system-for-all-your-different-operations/). Microsoft’s Linux Distro, for Azure Sphere (https://amp.businessinsider.com/microsoft-azure-sphere-is-powered-by-linux-2018-4) - IoT, edge device stuff: an edge device in every home, office, street corner, etc. More from (https://www.theregister.co.uk/2018/04/17/microsoft_azure_sphere_iot_chip/) El Reg (https://www.theregister.co.uk/2018/04/17/microsoft_azure_sphere_iot_chip/). Announcing Docker Enterprise Edition 2.0 (https://blog.docker.com/2018/04/announcing-docker-enterprise-edition-2-0/?mkt_tok=eyJpIjoiWW1GallqbGhNR0ppWVdZeSIsInQiOiJiSm1ZZ1BtZDQ5b3RicFk2c1VRT09yNlo1ZE50VnRiK3JNbVQ5OThWYXU3NGdKQVpVenZBdkp2QTdQakFKUzYxN1k5VFlWbFdPYWY5TFI4bFhxemc4TWkrcnUyMG02OXdmUVlpVWIwMHdGZUZIdUluaCtCMnJyeTJuRmg3OGZmZyJ9). Changing the calculus of containers in the cloud (https://www.allthingsdistributed.com/2018/04/changing-calculus-containers-cloud.html). Database decisions: AWS has changed the game for IT (https://www.infoworld.com/article/3268195/database/database-decisions-aws-has-changed-the-game-for-it.html). The Platform Matters More Than Ever, The Operating System Less So (https://www.itjungle.com/2018/04/16/the-platform-matters-more-than-ever-the-operating-system-less-so/) For the first time ever, Microsoft will distribute its own version of Linux (https://amp.businessinsider.com/microsoft-azure-sphere-is-powered-by-linux-2018-4). OLPC’s $100 laptop was going to change the world — then it all went wrong (https://www.theverge.com/2018/4/16/17233946/olpcs-100-laptop-education-where-is-it-now). After Months of Development, B3i's Blockchain Prototype Is Ready for Testing (https://www.carriermanagement.com/news/2017/09/12/171103.htm). Nonsense KITECH Dual Arm Robot: using scissors (https://m.youtube.com/watch?v=I6u7g-6Ztf0&feature=youtu.be). A sea of Mark Zuckerberg cutouts has taken over the Capitol lawn (https://www.cnn.com/2018/04/10/us/group-places-cutouts-of-mark-zuckerberg-on-capitol-lawn-trnd/index.html). Conferences, et. al. April 26-27, DevOpsDays Jakarta (http://devopsdays.org/events/2018-jakarta/) - Matt (https://twitter.com/agilecircleindo/status/969511498287493120) is keynoting (https://twitter.com/agilecircleindo/status/969511498287493120), and Coté will be speaking too (https://twitter.com/agilecircleindo/status/969511498287493120). May 15th to 18th, 2018 - Coté talking EA at Continuous Lifecycle London (https://continuouslifecycle.london/sessions/the-death-of-enterprise-architecture-defeating-the-devops-microservices-and-cloud-native-assassins/). May 16-17, Matt presenting at Cloud Expo Hong Kong (https://www.cloudexpoasiahk.com/) May 22-25, ChefConf 2018 (https://chefconf.chef.io/), in Chicago. SDT news & hype Check out Software Defined Interviews (http://www.softwaredefinedinterviews.com/), our new podcast. Pretty self-descriptive, plus the #exegesis podcast we’ve been doing, all in one, for free. Keep up with the weekly newsletter (https://us1.campaign-archive.com/home/?u=ce6149b4008d62a08093a4fa6&id=5877922e21). Join us in Slack (http://www.softwaredefinedtalk.com/slack). Buy some t-shirts (https://fsgprints.myshopify.com/collections/software-defined-talk)! DISCOUNT CODE: SDTFSG (20% off) Send your name and address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you a sticker. If you run into Matt he’ll give you one too! Listener Feedback Jonathan from Denver says we are the best and we sent him a sticker Jody was binging the Software Defined Talk backlog and asked for a sticker Recommendations Brandon: Killers of the Flower Moon (https://www.audible.com/pd/History/Killers-of-the-Flower-Moon-Audiobook/B01NAEEJJV) and Travis Country Texas Online Property Tax Appeal (https://www.traviscad.org/eservices/). Coté: T (http://www.thegrandbarbershop.com/)he Grand barbershop (http://www.thegrandbarbershop.com/), Austin - they got all the whatnots. Also, Stiles Switch (http://www.stilesswitchbbq.com/): this is how a beef rib is supposed to be (https://www.instagram.com/p/BhwxCs-lXgy/).

Dropbox made $1.1bn last year, which is mind-blowing. What can we learn from the way Dropbox wiggled it’s way into so many people’s lives (11m paying users, it seems) versus competitors like Box? Well, probably a lot more than where Apple, Spotify, and Dropbox run their stuff in - or out! - of the cloud, a topic we also discuss. Also, sheep-skin shoes are hot, too hot. Also, something about dtrace and zfs, I don’t know - just listen to it. This episode brought to you by: Datadog! This episode is sponsored by Datadog, a monitoring platform for cloud-scale infrastructure and applications. Built by engineers, for engineers, Datadog provides visibility into more than 200 technologies, including AWS, Chef, and Docker, with built-in metric dashboards and automated alerts. With end-to-end request tracing, Datadog provides visibility into your applications and their underlying infrastructure—all in one place. Sign up for a free trial (https://www.datadoghq.com/lpgs/?utm_source=Advertisement&utm_medium=Advertisement&utm_campaign=SoftwareDefinedTalk-Tshirt-Native). Datadog also offers Forecast Alerts (https://www.datadoghq.com/blog/forecasts-datadog/), which makes it easy to get notified of potential problems before they cause outages. Read more at: https://www.datadoghq.com/blog/forecasts-datadog/ (https://www.datadoghq.com/blog/forecasts-datadog/) What even is a “Dropbox”? Now that we know they generated $1.1bn in revenue (http://tomtunguz.com/dropbox-s-1/) in CY2017 (with -10% op margins, translating to a loss of $111.7m (https://www.barrons.com/articles/dropbox-files-s1-with-1b-revenue-lots-of-restricted-stock-1519420407) and actual cash flow)…we should probably contemplate how they fit in. 451 estimates a valuation at $8bn+ (https://451research.com/report-short?entityId=94433&type=mis&alertid=1161&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=94433-Dropbox+opens+up+to+public+markets). More: “Dropbox has taken just over 10 years to go public since its founding in 2007, which we attribute to anxiety over its high private valuation, a sizable profitability gap, and the dour outlook often associated with the EFSS segment.” More from 451 (https://451research.com/report-short?entityId=94433&type=mis&alertid=1161&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=94433-Dropbox+opens+up+to+public+markets): “Its net loss ($111m) shrank by nearly half from 2016 – a faster pace than its topline growth. Its relative sales and marketing costs are lower than most of its peers. The vendor spent 28% of its revenue on sales and marketing – half the level of Box, a fellow FSS compatriot that's half the size as Dropbox." Man, think of the shit-per diem an travel policies for last year. E.g., who knew they were so widely used by normals?! 11m+ paying users, they says (https://www.barrons.com/articles/dropbox-files-s1-with-1b-revenue-lots-of-restricted-stock-1519420407). (But (https://451research.com/report-short?entityId=94433&type=mis&alertid=1161&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=94433-Dropbox+opens+up+to+public+markets), it’s 45 to 1 free to pay.) Do we think GDrive/G Suite is this big? I mean, it must be at least once you throw in Docs and GMail. Gartner’s 2016 estimates (https://www.reuters.com/article/us-alphabet-gsuite/googles-g-suite-is-no-microsoft-killer-but-still-winning-converts-idUSKBN1FL3ZX): “$1.3 billion in G Suite sales ranked a distant No. 2 behind Office’s $13.8 billion, according to 2016 data from Gartner.” Checks out (https://medium.com/@raj_57679/how-big-is-g-suite-within-alphabets-other-revenue-q1-2017-9823783abc97). Tech Co.’s using Google Cloud Apple on Google (https://techcrunch.com/2018/02/27/apple-now-relies-on-google-cloud-platform-and-amazon-s3-for-icloud-data/) for iCloud (but also AWS for the same), Spotify on Google (http://www.zdnet.com/article/with-spotify-google-cloud-platform-gets-its-anchor-all-in-customer/), Dropbox on their own cloud (https://www.geekwire.com/2018/dropbox-saved-almost-75-million-two-years-building-tech-infrastructure/) (see Ben’s “turns out!” analysis (https://stratechery.com/2018/dropboxs-cost-of-revenue-cost-of-revenue-and-churn-cloudy-dropbox/)). Does this matter for normals? “Dropbox is likely an outlier with its successful cloud data migration off AWS.” (http://searchaws.techtarget.com/blog/AWS-Cloud-Cover/Dropbox-is-likely-an-outlier-with-its-successful-cloud-data-migration-off-AWS) Wired’s write-up on the migration (https://www.wired.com/2016/03/epic-story-dropboxs-exodus-amazon-cloud-empire/) from 2016 Relevant to your interests Pants are sized wrong (https://www.esquire.com/style/mens-fashion/a8386/pants-size-chart-090710/). DTrace going GPL-compatible (https://www.theregister.co.uk/2018/02/19/oracle_open_sources_dtrace_changes_licence_to_gpl/) Arrested DevOps talking with Andrew Shafer and Bryan Cantrill (https://www.arresteddevops.com/yelling-at-cloud/) The ongoing nothingburger of blockchain-beyond-bitcoin (https://www.geekwire.com/2018/microsofts-guthrie-claims-azure-seeing-blockchain-momentum-thats-not-moving-cloud-needle-time-soon/): “The only mass-market use of blockchain technology right now is bitcoin, and you can certainly debate just how widespread a market that really is. Lots of people are interested in blockchain’s distributed ledger system as a potential way to cut out the middleman in transactions between manufacturers or retailers and their suppliers, but the number of people actually using blockchain technology for those types of services right now is quite small.” More: “The entire market for blockchain services in 2017 — and not necessarily cloud vendor-provided blockchain services — sits at $708 million, according to a report from WinterGreen Research cited by The Information. By comparison, Gartner said last September that it expects cloud services revenue will have reached $260.2 billion in 2017.” WinterGreen, sittin’ in hot tubs, smokin’ those L’s: “In that report, WinterGreen also predicts astounding growth of 757 percent in that blockchain market by 2024 to $60.7 billion, which is among the most dramatic forward-looking statements I’ve seen in a while.” The concept of the millennial is dead (http://www.channelfutures.com/channel-futures/why-are-we-still-talking-about-millennial-problem-workforce). Time to start complaining and belly-aching about how simpering and fucked up the current generation of The Kids are. Conferences, et. al. March 9th to 13th, SXSW (https://www.sxsw.com/) - Brandon in Austin giving out stickers. Coté needs excuses to expense meals and drinks. March 22-23 - DevOps Talks Conference (http://www.devopstalks.com/), Melbourne Matt speaking April 26-27, DevOpsDays Jakarta (http://devopsdays.org/events/2018-jakarta/) - Matt (https://twitter.com/agilecircleindo/status/969511498287493120) is keynoting (https://twitter.com/agilecircleindo/status/969511498287493120), and Coté will be speaking too (https://twitter.com/agilecircleindo/status/969511498287493120). May 15th to 18th, 2018 - Coté talking EA at Continuous Lifecycle London (https://continuouslifecycle.london/sessions/the-death-of-enterprise-architecture-defeating-the-devops-microservices-and-cloud-native-assassins/). May 22-25, ChefConf 2018 (https://chefconf.chef.io/), in Chicago. SDT news & hype Check out Software Defined Interviews (http://www.softwaredefinedinterviews.com/), our new podcast. Pretty self-descriptive, plus the #exegesis podcast we’ve been doing, all in one, for free. Keep up with the weekly newsletter (https://us1.campaign-archive.com/home/?u=ce6149b4008d62a08093a4fa6&id=5877922e21). Join us in Slack (http://www.softwaredefinedtalk.com/slack). Buy some t-shirts (https://fsgprints.myshopify.com/collections/software-defined-talk)! DISCOUNT CODE: SDTFSG (20% off) Send your name and address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you a sticker. Recommendations Matt: Bose QuietComfort 20 headphones (https://www.amazon.com/dp/B00X9KVVQK/) Brandon: Version Control (https://www.audible.com/pd/Sci-Fi-Fantasy/Version-Control-Audiobook/B01BKY8A8I). Coté: Starbuck’s Blonde roast; low-sodium Kirkland bacon - turns out! - no sugar.

Red Hat buys CoreOS, 451 says the container market is worth $1.5bn now and will more than double by 2021, Heptio and Cisco put out Kubernetes distros. Also, Bezos, Buffet, and Dimon are gonna fix healthcare. The kubernetes market be like… https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517508894758_ricky+and+morty+thunderdome.jpg 75% of IT decision-makers believe “that container management and orchestration software, such as Kubernetes, is sufficient to replace private cloud software, such as OpenStack or VMware,” @ripcitylyman & @alsadowski (@451Research) (https://451research.com/report-short?alertid=1035&contactid=0033200001wgKCKAA2&entityId=94241&type=mis&utm_campaign=market-insight&utm_content=newsletter&utm_medium=email&utm_source=sendgrid&utm_term=94241-Red+Hat+acquires+CoreOS+and+a+larger+stake+in+Kubernetes+for+%24250m). This episode brought to you by: Datadog! This episode is sponsored by Datadog, a monitoring platform for cloud-scale infrastructure and applications. Built by engineers, for engineers, Datadog provides visibility into more than 200 technologies, including AWS, Chef, and Docker, with built-in metric dashboards and automated alerts. With end-to-end request tracing, Datadog provides visibility into your applications and their underlying infrastructure—all in one place. Sign up for a free trial (https://www.datadog.com/softwaredefinedtalk) (and get a free Datadog T-shirt) today at https://www.datadog.com/softwaredefinedtalk (https://www.datadog.com/softwaredefinedtalk). Yes, thank you, I’D LIKE A FREE T-SHIRT, SON! Check out this detailed example of monitoring RabbitMQ (https://www.datadoghq.com/blog/rabbitmq-monitoring/), and some recent Java stuff: APM & distributed tracing for Java applications (https://www.datadoghq.com/blog/java-monitoring-apm/). Do it on your own and get a free t-shirt (https://www.datadog.com/softwaredefinedtalk)! KublaiKash: RedHat Buys CoreOS @dgonyeo https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517354280345_image.png Price of $250m (https://finance.yahoo.com/news/red-hat-acquire-coreos-expanding-212100673.html) - “an innovator and leader in Kubernetes and container-native solutions.” $50m in funding (https://www.crunchbase.com/search/funding_rounds/field/organizations/funding_total/coreos), since 2015, but CoreOS was started in 2013 (https://coreos.com/blog/coreos-fourth-birthday). Matt Rosoff (https://www.cnbc.com/2018/01/30/red-hat-buys-coreos-for-250-mililon.html): “CoreOS has 130 employee…Docker, meanwhile, has raised more than $240 million.” 451 revenue estimates, July 2017 (https://451research.com/report-short?entityId=92888), Jay Lyman: “CoreOS has about 120 employees [up from 75 reported in Sep 2016 (https://451research.com/report-short?entityId=90146), “about 30 employees” in April 2015 (https://451research.com/report-short?entityId=84913)], and estimated annual revenue in the $15-20m range.” Sep 2016 customers (https://451research.com/report-short?entityId=90146): “CoreOS reports more than 1,000 paying customers across its products, with a solid group of CoreOS lightweight Linux clients and a growing number of Quay Enterprise and Tectonic customers.” Plus, Ibid.: “ The company says most revenue is coming from Amazon Web Services deployments, with some bare-metal, VMware and other deployments.” Good perspective on the big picture, from Al & Jay at 451 (https://451research.com/report-short?alertid=1035&contactid=0033200001wgKCKAA2&entityId=94241&type=mis&utm_campaign=market-insight&utm_content=newsletter&utm_medium=email&utm_source=sendgrid&utm_term=94241-Red+Hat+acquires+CoreOS+and+a+larger+stake+in+Kubernetes+for+%24250m): “Red Hat's efforts will likely be worthwhile because Kubernetes is more than just container management orchestration software and is actually a distributed application framework that is very well timed with enterprise adoption and use of multi and hybrid cloud infrastructures.” Product description from the same: “CoreOS Tectonic wraps services – such as automated operations, application services, governance, monitoring and portability – around the Kubernetes container management and orchestration software. Automated operations have been a key focus of the latest CoreOS Tectonic update, with capabilities such as automated patching, failover and high availability and automated cluster deployment included.” CoreOS describes itself: “CoreOS is the creator of CoreOS Tectonic, an enterprise-ready Kubernetes platform that provides automated operations, enables portability across private and public cloud providers, and is based on open source software. It also offers CoreOS Quay, an enterprise-ready container registry. CoreOS is also well-known for helping to drive many of the open source innovations that are at the heart of containerized applications, including Kubernetes, where it is a leading contributor; Container Linux, a lightweight Linux distribution created and maintained by CoreOS that automates software updates and is streamlined for running containers; etcd, the distributed data store for Kubernetes; and rkt, an application container engine, donated to the Cloud Native Computing Foundation (CNCF), that helped drive the current Open Container Initiative (OCI) standard.” Synergy Corner! All ‘bout that k8s (https://coreos.com/blog/coreos-agrees-to-join-red-hat/): “Kubernetes is a leading container orchestration tool for organizations of all sizes, on its way to potentially becoming as ubiquitous as Linux….We are thrilled to continue this mission at Red Hat and work to accelerate bringing enterprise-grade containerized infrastructure and automated operations to customers.” But they also throw in that original mission: “our mission to make the internet more secure through automated operations.” 451 (https://451research.com/report-short?alertid=1035&contactid=0033200001wgKCKAA2&entityId=94241&type=mis&utm_campaign=market-insight&utm_content=newsletter&utm_medium=email&utm_source=sendgrid&utm_term=94241-Red+Hat+acquires+CoreOS+and+a+larger+stake+in+Kubernetes+for+%24250m): “Red Hat will continue to support CoreOS customers as it integrates Tectonic and other CoreOS technology into its own offerings, primarily OpenShift. Red Hat also indicates it will open-source the Tectonic software as it has with previously acquired technologies.” More on what Red Hat will do with it (https://451research.com/report-short?alertid=1035&contactid=0033200001wgKCKAA2&entityId=94241&type=mis&utm_campaign=market-insight&utm_content=newsletter&utm_medium=email&utm_source=sendgrid&utm_term=94241-Red+Hat+acquires+CoreOS+and+a+larger+stake+in+Kubernetes+for+%24250m): “Red Hat intends to leverage the CoreOS Tectonic container stack to bolster and enhance OpenShift and RHEL capabilities. In particular, Red Hat says the deal will help it to improve security of container and cluster deployments, enable portability of container applications across hybrid cloud infrastructures and further drive ease of use and automation in its software.” Combined market-share. This is based off early, CNCF surveys and such, but it’s likely a fine wet-finger-in-the-wind, from The New Stack (https://mailchi.mp/thenewstack/red-hat-takes-on-coreos?e=8cd1443862): “Our analysis of a CNCF survey (https://www.cncf.io/blog/2017/12/06/cloud-native-technologies-scaling-production-applications/) provides some answers. Out of the 34 CoreOS Tectonic users identified, five also use Red Hat’s OpenShift. Thus, the combined entity would still have just 14% of respondents using it to manage containers. Only 4 percent of Docker Swarm users said they also used Tectonic.” Wut? (https://451research.com/report-short?alertid=1035&contactid=0033200001wgKCKAA2&entityId=94241&type=mis&utm_campaign=market-insight&utm_content=newsletter&utm_medium=email&utm_source=sendgrid&utm_term=94241-Red+Hat+acquires+CoreOS+and+a+larger+stake+in+Kubernetes+for+%24250m): “According to a 451 Research Advisors project survey of 201 enterprise IT decision-makers at large container-using organizations in April and May 2017, three-quarters [75%] of them indicated that container management and orchestration software, such as Kubernetes, is sufficient to replace private cloud software, such as OpenStack or VMware. “ Bad day for beards (https://twitter.com/brianredbeard/status/958455929694953473). Coté wrote a the first 451 report on them in 2014 (https://451research.com/report-short?entityId=82252) - ain’t he precious! The wikibon crew says little revenue traction, and has a diagram (https://siliconangle.com/blog/2018/01/30/upping-bet-software-containers-red-hat-acquires-coreos-250m/). Some contributor boasting (https://twitter.com/openshift/status/958454802605846528): https://slack-imgs.com/?c=1&url=https%3A%2F%2Fpbs.twimg.com%2Fmedia%2FDU0dj7dW0AI5nlj.jpg More coverage: The Register (https://www.theregister.co.uk/2018/01/31/red_hat_coreos_acquisition/), click-slides at (https://www.crn.com/slide-shows/cloud/300098736/5-ways-red-hats-acquisition-of-coreos-will-shake-up-the-container-tech-landscape.htm) CRN (https://www.crn.com/slide-shows/cloud/300098736/5-ways-red-hats-acquisition-of-coreos-will-shake-up-the-container-tech-landscape.htm). The Heptio kubernetes distro…or not? Heptio releases it’s managed kubernetes service (https://blog.heptio.com/introducing-heptio-kubernetes-subscription-5415052ef374) (I get that right?) - how’d that Bluebox business work out? Or, wait, no: I think in this case, sometimes a distro’s just a distro (https://techcrunch.com/2018/01/30/heptio-launches-its-kubernetes-un-distribution/)….plz advise. Official page (https://heptio.com/products/kubernetes-subscription/), with a link to a PDF, even! Multi-cloud positioning (https://blog.heptio.com/introducing-heptio-kubernetes-subscription-5415052ef374) (they even italicized it!): “Just as container technology took off in large part to organizations’ move to the cloud, Kubernetes’ continued proliferation can be attributed to the growing importance of multi-cloud. Beyond the threat of lock-in to a single cloud provider — which is real — organizations need the flexibility to deploy applications in the environment where they are best suited. Kubernetes provides the right level of abstraction to deploy applications on a cloud solution and to an environment that looks and behaves the same on-premises.” # TAM: Container Cash Context “451 Research's Market Monitor expects the application container market to be worth $1.6bn in 2018 with a CAGR of 36% through 2021,” Al and Jay in the CoreOS acquisition write-up (https://451research.com/report-short?alertid=1035&contactid=0033200001wgKCKAA2&entityId=94241&type=mis&utm_campaign=market-insight&utm_content=newsletter&utm_medium=email&utm_source=sendgrid&utm_term=94241-Red+Hat+acquires+CoreOS+and+a+larger+stake+in+Kubernetes+for+%24250m). Also (https://twitter.com/451Research/status/951468844425646081): We now estimate total app container market revenue at just over $1.1bn for '17, growing at a CAGR of 35% to $1.6bn in '18. And some 451 numbers, from a recent webinar (https://451research.com/blog/1920-webinar-sizing-up-the-enterprise-container-market?&utm_campaign=2018_mmf_container_wb&utm_source=twitter&utm_medium=social&utm_content=webinar_reg&utm_term=2018_01_container_wb): https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517509288547_451+total+container+market.jpg Narrowing down to “orchestration”: https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517438115215_file.jpeg The rest of the taxonomy, numbers not in slides: https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517438262865_file.jpeg AWS snubs healthcare industry Not exactly the intended headline (http://www.nytimes.com/2018/01/30/technology/amazon-berkshire-hathaway-jpmorgan-health-care.html), I know. ”They decided their combined access to data about how consumers make choices, along with an understanding of the intricacies of health insurance, would inevitably lead to some kind of new efficiency — whatever it might turn out to be.” And also speculation of lame things like making booking doctors easier. Just lookin’ to make things cheaper (https://www.axios.com/amazon-berkshire-hathaway-jpmorgan-form-health-care-mega-company-cd47db44-7ce7-493e-bc79-6065601830af.html), no big deal. No details, but a theory (https://www.axios.com/newsletters/axios-am-6e2331f2-8bae-47f0-bcd4-d0f6c8f5a204.html?chunk=6#story6): “Based on the executives who have been named to top roles at the new company, Jefferies & Co. analyst Brian Tanquilut said there is a good chance it will eventually try to negotiate prices directly with health care providers like hospitals, bypassing companies that act as middlemen.” Ben’s on that aggregation theory shit (https://stratechery.com/2018/amazon-health/): ‘The key words there are “commoditize and modularize”, and this is where the option I dismissed above comes into play, but not in the way most think: Amazon doesn’t create an insurance company to compete with other insurance companies (or the other pieces of healthcare infrastructure); rather, Amazon makes it possible — and desirable — for individual health care providers to come onto their platform directly, be that doctors, hospitals, pharmacies, etc…. After all, if Amazon is facilitating the connection to patients, what is the point of having another intermediary? Moreover, by virtue of being the new middleman, Amazon has the unique ability to consolidate patient data in a way that is not only of massive benefit to patients and doctors but also to the application of machine learning.’ The upshot of all of this, at the moment, is that there were no details given and much fan-boy speculation typed up. Which is fine, please fix US healthcare. A perfectly done story from NY Times (http://www.nytimes.com/2018/01/30/technology/amazon-berkshire-hathaway-jpmorgan-health-care.html): lots of context, much speculation, and all sorts of input. Relative to your interests KuCisco - Cisco wants some of that sweet Kubernetes Kash (https://siliconangle.com/blog/2018/01/31/cisco-jumps-kubernetes-bandwagon-new-container-platform/): “The company said the Container Platform takes care of the “setup, orchestration, authentication, monitoring, networking, load balancing and optimization” of containers. Deployment of containers is also simplified through automation, as the platform takes care of the most repetitive tasks in this process. It can also be extended to other important aspects of IT, such as networking, security and more, officials said.” Private cloud boosters have a new URL to point to: “The era of the cloud’s total dominance is drawing to a close.” (https://www.economist.com/news/business/21735022-rise-internet-things-one-reason-why-computing-emerging-centralised) Sorry to make you look at this guy, but split view on the iPad is pretty cool, email and Newsify works too! https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517403283557_file.jpeg Conferences, et. al. Coté talking at DevOpsDays Charlotte (https://www.devopsdays.org/events/2018-charlotte/), Feb 22nd to 23rd. May 15th to 18th, 2018 - Coté talking EA at Continuous Lifecycle London (https://continuouslifecycle.london/sessions/the-death-of-enterprise-architecture-defeating-the-devops-microservices-and-cloud-native-assassins/). SDT news & hype Check out Software Defined Interviews (http://www.softwaredefinedinterviews.com/), our new podcast. Pretty self-descriptive, plus the #exegesis podcast we’ve been doing, all in one, for free. Keep up with the weekly newsletter (https://us1.campaign-archive.com/home/?u=ce6149b4008d62a08093a4fa6&id=5877922e21). Join us in Slack (http://www.softwaredefinedtalk.com/slack). Buy some t-shirts (https://fsgprints.myshopify.com/collections/software-defined-talk)! Stickers - write us in the contact (http://www.softwaredefinedtalk.com/contact) form or email us, send name and address mailing address. Looks good with sun glasses… https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517432020007_matt+tshirt.jpg …or without! https://d2mxuefqeaa7sj.cloudfront.net/s_43192D9FD6DAEF29DA5AB89086C0521853B35FD68E4CC1C22FDD3869AFF34E5E_1517431945830_IMG_20180124_185146.jpg Recommendations Matt: Bruce Sterling/Jon Lebkowsky State of the World 2018 (https://people.well.com/conf/inkwell.vue/topics/503/State-of-the-World-2018-Bruce-St-page01.html); New Zealand’s South Island. Brandon: Manhunt UNABOMBER (https://www.netflix.com/title/80176878) Coté: iPad Pro 10.5”. Yup. SHIT DOG!

Sure, there’s something wrong with all those chips, but what exactly is it? More importantly, how would you exploit it and protect yourself from it. This week, we talk about All The Great Chip Problems. And we also discuss some recent IT spending and forecasts, including survey results going over public versus private cloud deployments. There’s also some home automation (IoT!) talk, namely, Coté needs to find the problem this great solution solves. Pre-roll SDT news & hype Canceled: Jan 16th, first Live Recording (https://www.meetup.com/CloudAustin/events/mzfzwnyxcbvb/) in Austin Texas - guest co-host Tasty Meats Paul. Keep up with the weekly newsletter (https://us1.campaign-archive.com/home/?u=ce6149b4008d62a08093a4fa6&id=5877922e21). For example, a few issues back (https://us1.campaign-archive.com/?u=ce6149b4008d62a08093a4fa6&id=29bf1e3560) Coté went over some book recommendations based on what he read in 2017. Join us in Slack (http://www.softwaredefinedtalk.com/slack), subscribe the newsletter (https://softwaredefinedtalk.us1.list-manage.com/subscribe?u=ce6149b4008d62a08093a4fa6&id=5877922e21), and pay-up for our members only podcast (https://www.patreon.com/sdt). Buy some t-shirts (https://fsgprints.myshopify.com/collections/software-defined-talk)! Stickers - write us in the contact (http://www.softwaredefinedtalk.com/contact) form or email us, send name and address mailing address. Wemo IoT All the devices (http://amzn.to/2mG64ip) - plugs (http://amzn.to/2DfJt3n), dimmers (http://amzn.to/2EPW5yA), HomeKit bridge (http://amzn.to/2FMQ4nv) (HomeKit is kinda garbage). There’s plenty of IFTTT applets that do Wemo things (https://ifttt.com/search/query/wemo), but…are they useful? Those chip problems - what would you use them for? What’s this mean? Another Y2K? The world didn’t seem to end, so are we good? The Register (https://www.theregister.co.uk/2018/01/02/intel_cpu_design_flaw/) coverage (https://www.theregister.co.uk/2018/01/02/intel_cpu_design_flaw/), lots of gobbly-gook. TPM estimates (https://www.nextplatform.com/2018/01/08/cost-spectre-meltdown-server-taxes/) cost to IT departments to deal with it. Suspicious stock sale (http://money.cnn.com/2018/01/04/technology/business/brian-krzanich-intel-shares/index.html?__s=zr4eixsppawhzbionuu9), or maybe he just needed a new winter home. What are people doing with exploits? More IT spending in 2018, public cloud use growing 451 and IDC have some cloud forecast numbers out. Ent. software growth. Trad’l IT shrinking, but not too fast 451 days private cloud still the winner, but barely. 451 tracks by survey (https://blogs.the451group.com/techdeals/infrastructure-software/complexity-bolsters-valuations-for-infrastructure-software/) with plans to put workloads across the different types of infrastructure: https://d2mxuefqeaa7sj.cloudfront.net/s_EF670144310531D7873957CB4E18505EF5DF967F587843FC89C0EE55E5BFF033_1516203990094_image.png PaaS in not included (see a recent round-up of PaaS market-sizings (https://diginomica.com/2018/01/17/paas-business-case-higher-level-cloud-services-delivers-roi-competitive-advantage/), tho), but for 2019: public cloud totals ~37% (or 46.3% if you included hosted), private cloud 53.6% IDC’s tracks hardware spend (https://www.idc.com/getdoc.jsp?containerId=prUS43508918): https://d2mxuefqeaa7sj.cloudfront.net/s_EF670144310531D7873957CB4E18505EF5DF967F587843FC89C0EE55E5BFF033_1516204083806_image.png Meanwhile, an analyst says Azure had a gain on AWS in Q4 (https://www.cnbc.com/2018/01/12/amazon-lost-cloud-market-share-to-microsoft-in-the-fourth-quarter-keybanc.html): “Amazon Web Services had 62 percent market share in the quarter, down from 68 percent a year earlier, KeyBanc's Brent Bracelin and other analysts wrote in a note on Thursday. Microsoft Azure jumped from 16 percent to 20 percent, and Google's share increased from 10 percent to 12 percent, they said.” Also, more spending forecasts from Gartner (https://www.gartner.com/newsroom/id/3845563): https://d2mxuefqeaa7sj.cloudfront.net/s_EF670144310531D7873957CB4E18505EF5DF967F587843FC89C0EE55E5BFF033_1516204339433_image.png The move to SaaS continuing: “Organizations are expected to increase spending on enterprise application software in 2018, with more of the budget shifting to software as a service (SaaS). The growing availability of SaaS-based solutions is encouraging new adoption and spending across many subcategories, such as financial management systems (FMS), human capital management (HCM) and analytic applications (https://www.gartner.com/smarterwithgartner/analyst-answers-the-biggest-challenges-for-data-analytics-leaders-today/).” Really, doesn’t that make the most sense for where to spend most of your priority? Clears out the under-brush. Perhaps there should be a split between “innovation” (customer IT) and “keep the lights on.” I often think bi-modal got lost in that distinction. Hey, that sounds like Big Data! ‘"Looking at some of the key areas driving spending over the next few years, Gartner forecasts $2.9 trillion in new business value opportunities (https://www.gartner.com/newsroom/id/3837763) attributable to AI by 2021, as well as the ability to recover 6.2 billion hours of worker productivity," said Mr. Lovelock. "That business value is attributable to using AI to, for example, drive efficiency gains, create insights that personalize the customer experience, entice engagement and commerce, and aid in expanding revenue-generating opportunities as part of new business models driven by the insights from data."’ 451’s surveys show more IT spending too (https://blogs.the451group.com/techdeals/investment-banking/every-reason-to-shop-yet-tech-companies-still-empty-handed/): “fully 50% of the 872 respondents said their company is giving a ‘green light’ for IT spending. That was the highest reading since 2007, and 13 basis points higher than the average survey response for the month of November for the previous five years” The exciting world of monitoringobservability With Loggly, SolarWinds scoops up another log service (https://451research.com/report-short?entityId=94096): “With the acquisition of Loggly, SolarWinds obtains an asset that was slow in getting started but has hit a patch of growth recently. As of September, we believe the company was on track to finish 2017 with roughly $10m in billings, up from mid-single digits in 2016. Founded in 2009 with a mission of offering a SaaS-based, easy-to-use logging product with helpful visualizations built using advanced analytics, Loggly had raised $47m in venture capital, including a $11.5m series D round in June 2016.” They estimate ~3,000 paying customers. Microsoft gets serious about monitoring (https://451research.com/report-short?entityid=94076&type=mis&alertid=975&contactid=0033200001wgkckaa2), pulling together it’s different things Nancy at 451 reports: “Microsoft's vision is to deliver tools that can offer a holistic view of services to application architects looking to optimize their software; performance information and debugging capabilities for DevOps and ops pros; insight into KPIs for executives; and information about customer usage to product owners. Microsoft doesn't yet have a cohesive offering for all of the above, but it has the pieces to enable it and has begun delivering on some integrations across products.” You may recall that Datadog acquired Logmatic.io back in the Fall (https://www.datadoghq.com/blog/datadog-acquires-logmatic-io/). Relevant to your interests Annual Letter from Planet Earth (https://www.l2inc.com/daily-insights/no-mercy-no-malice/annual-letter-from-planet-earth), Scott Galloway: a pretty good moral tent-pole for tech. Feel like a little kid in the container world? Welcome to the club (https://www.theregister.co.uk/2018/01/08/container_shock_not_everybody_is_doing_it/): “industry adoption more accurately reflected in 451 Research's survey data that pegs adoption at 27 per cent. Of those 27 per cent of enterprises that have container religion, just 52 per cent are running containers in production, according to the same survey. In other words, a mere 13.5 per cent (or so) of enterprises are running containers in production.” Finally, an explanation of that Cisco/Google partnership (https://451research.com/report-short?alertid=975&contactid=0033200001wgkckaa2&entityid=94056&type=mis): “CloudCenter is key to the hybrid cloud partnership that Cisco and Google recently announced, where CloudCenter will be used to integrate Google Cloud Platform services with on-premises datacenters. The integrated offering includes Cisco's Hyperflex hyperconverged infrastructure and Nexus 9k networking. Cisco is also leveraging its networking (CSR) and security (Stealthwatch Cloud) portfolio to ensure a consistent environment across the hybrid cloud. Google's Kubernetes container runtime uses Apigee to consume and manage APIs, as well as Google's range of cloud services, including machine learning and visual recognition. The open source Istio service management platform is key to the offering, supported in CloudCenter, providing traffic management, observability, policy enforcement and service identity and security for microservices. There will also be integrations to AppDynamics. Solution engineering efforts are underway, and Cisco and Google are working on predefined statements of work that can be executed by both companies' direct sales teams and by the partner channels. The joint offering will be fully supported by the Cisco Technical Assistance Center. The Cisco-Google partnership on hybrid cloud is non-exclusive, but Google is working closely with Cisco on the joint engineering work around open hybrid cloud.” Taking Stock of Cloud Application Platforms (http://rishidot.com/krishnan/platforms/taking-stock-of-application-platforms/): basically, he expects it to all go kubernetes. See also this developer-oriented comparison of Pivotal Cloud Foundry and kubernetes (https://medium.com/@odedia/comparing-kubernetes-to-pivotal-cloud-foundry-a-developers-perspective-6d40a911f257). IBM combining GBS and GTS (https://siliconangle.com/blog/2018/01/15/report-ibm-combine-gbs-gts-units-single-business-called-ibm-services/). This means consulting/outsourcing and hosting, right? Lots of staff shifting and lay-offs, as The Register (http://www.theregister.co.uk/2018/01/15/ibm_rebrands_services_businesses_as_ibm_services/) reported (http://www.theregister.co.uk/2018/01/15/ibm_rebrands_services_businesses_as_ibm_services/). Dropbox to IPO (https://thehustle.co/dropbox-IPO/) - “doing over $1B in annualized sales and are cash flow positive,” well with some added nuance (https://www.bloomberg.com/news/articles/2018-01-11/dropbox-is-said-to-file-confidentially-for-initial-offering): “[i]t’s also been profitable, excluding interest, taxes, depreciation and amortization. “ $10bn valuation, they say. Speaking of: 20 years of big-ass VC exits (http://brucesterling.tumblr.com/post/167623403778/whatsapp-decided-early-on-to-work-only-with-a). Watch out for the Weka (https://www.grownups.co.nz/interests/book-reviews/lyn-potter-reviews-new-zealand-bird-books-kids/), by Ned Barraud, kid's book. Conferences, et. al. Coté talking at DevOpsDays Charlotte (https://www.devopsdays.org/events/2018-charlotte/), Feb 22nd to 23rd. May 15th to 18th, 2018 - Coté talking EA at Continuous Lifecycle London (https://continuouslifecycle.london/sessions/the-death-of-enterprise-architecture-defeating-the-devops-microservices-and-cloud-native-assassins/). Recommendations Matt: I Contain Multitudes (https://www.amazon.com/Contain-Multitudes-Microbes-Within-Grander/dp/0062368605/). Goruck Echo Backpack (https://www.goruck.com/echo/). Brandon: Wind River (https://www.rottentomatoes.com/m/wind_river_2017/). Coté: OluKai Moloa Slipper (http://amzn.to/2FM0VhK) - it says “slipper,” but I feel like it could be an everyday, even EBC shoe. Bit bulbous like those 90s Cadillac boats (https://auto.howstuffworks.com/1990-1999-cadillac.htm).

What’s going to happen in 2018? No really knows, but people love predicting things this time of year. We can’t resist it so dip out toes in the same game and review some predictions from our friends at Gartner as well. Plus, a smattering of infrastructure software news and recommendations. Pre-roll SDT news & hype If you're not a dude, please take the listener survey (https://www.surveymonkey.com/r/SSCKN86) - we're all full-up on guys, need more ladies. Jan 16th, first Live Recording (https://www.meetup.com/CloudAustin/events/mzfzwnyxcbvb/) in Austin Texas - guest co-host Tasty Meats Paul. The newsletter now has two editions (https://us1.campaign-archive.com/home/?u=ce6149b4008d62a08093a4fa6&id=5877922e21), one at the end of this week coming, fools! Join us in Slack (http://www.softwaredefinedtalk.com/slack), subscribe the newsletter (https://softwaredefinedtalk.us1.list-manage.com/subscribe?u=ce6149b4008d62a08093a4fa6&id=5877922e21), and pay-up for our members only podcast (https://www.patreon.com/sdt). Predictions Coté, of course, used to do these: the last one, for 2015, at 451 (https://451research.com/report-long?icid=3305); 2009 at RedMonk (http://redmonk.com/cote/tag/predictions/) (boy, I sure was full of piss and vinegar back then); some nonsense from 2014 (https://www.bizjournals.com/austin/blog/techflash/2014/01/tech-trends-to-mind-in-2014.html); Coté: DevOps → SRE. Coté: I met someone who described themselves as a “chatbot developer” last week. The future is so bright I gotta wear shades. Ducy’s predictions (https://twitter.com/mattray/status/942834754520465408). Return to monoliths (https://twitter.com/kelseyhightower/status/940259898331238402). Survey of predictions from elsewhere Good God, man (https://twitter.com/cote/status/942834388764676099)! - something about the role of AI in appdev. “AIOps (https://www.gartner.com/doc/reprints?id=1-48R1FQY&ct=170803&st=sb)” - please, kill me now. (To be fair, I think it down-shifts to ML pretty quick-like. Still) Gartner’s mode-salad (https://www.gartner.com/doc/3829572/predicts--compute-infrastructure): “Through 2020, n-tier bimodal workloads will encompass 50% of existing Mode 1 workloads and 80% of new Mode 2 workloads.” I think this means: “50% of old applications will be n-tier, and 80% of new apps will be n-tier,” where “n-tier” means not “client/server, hosted and peer-to-peer architectures.” Serverless, Gartner (https://www.gartner.com/doc/3829572/predicts--compute-infrastructure): “By 2020, 90% of serverless deployments will occur outside the purview of I&O organizations when supporting general-use patterns.” This decade in kubernetes, Gartner (https://www.gartner.com/doc/3829572/predicts--compute-infrastructure): “By 2020, more than 50% of enterprises will run mission-critical, containerized cloud-native applications in production, up from less than 5% today.” Gartner’s PaaS PDF (https://www.gartner.com/doc/3828364/predicts--paas-innovation-accelerates), someone over there had an SEO-stroke: “Application leaders engaged in digital business transformation must master AI, event-driven design, serverless microservices, IoT and strategic integration to serve their business and customers well. Cloud platform innovation drives business leadership.” A good passage on why private PaaS is hard, from PaaS predictions piece (https://www.gartner.com/doc/3831577/predicts--application-development): “These [positive, PaaS] capabilities benefit the organizations and are a positive IT development. But they do not alone amount to a cloud experience. Their challenge is typically organizational. A private cloud requires a division of the IT organization into provider and subscribers, and establishment of a strict separation between them via a cloud services portal and suitable cross-charging model. Without a strict adherence to the isolation of providers and subscribers, there cannot be standardization. The self-service is compromised and without resource use tracking, it is hard to achieve the efficiency of elastic autoscaling and elimination of shelf-ware. In most organizations, the leadership is not committed enough to the vision of private cloud to make the difficult and high-risk investment that can stand up to the right organizational framework, policies and practices. Therefore, these PaaS frameworks have justifed their existence mostly through their support of newer cloud-native development models such as DevOps, rather than cloudiness features.” Relevant to your interests Shameless Self Promotion: best digital transformation joke of the year (https://www.youtube.com/watch?v=01R_QJqhz8M&feature=youtu.be&t=2m47s). Tech M&A prioritization, rough overview from 451 (https://451research.com/report-short?alertid=930&contactid=0033200001wgKCKAA2&entityId=93944&type=mis): https://d2mxuefqeaa7sj.cloudfront.net/s_1996658A86AAF5C2B9B273C6B66098D42647E44D66FE719055C79420D4C90574_1513622598048_image.png Forrester Researcher: Containers, PaaS And Managed Private Cloud Will Drive Cloud Adoption Next Year And Beyond (http://www.crn.com/news/cloud/300096746/forrester-researcher-containers-paas-and-managed-private-cloud-will-drive-cloud-adoption-next-year-and-beyond.htm) - "It’s a waiting game for a comprehensive management platform." IDC predicts that in 2018, annual IaaS/PaaS service spending (OpEx) will be equal to new on prem infrastructure spending (CapEx) (https://twitter.com/matteastwood/status/941067595158978560) - “They” say public cloud will over-take private cloud in 2019. Meanwhile (https://www.gartner.com/smarterwithgartner/widespread-adoption-of-cloud-office-is-now-well-underway/): "In 2018, we expect 40% to 50% of business users to have moved their core collaboration and communications systems to cloud platforms. By 2021, more than 70% of businesses will be substantially provisioned with cloud office capabilities.” Last minute gift ideas Brandon: subscriptions like Spotify, NY Times - no one will do it though, no one wants to give this. Matt: experiences. Coté: cash for kids, trialling this year. Conferences, et. al. Jan 16th, 2018 - live SDT recording at CloudAustin on Jan 16th, 2018 (https://www.meetup.com/CloudAustin/events/244102686/), Coté, Brandon, Tasty Meats Paul. May 15th to 18th, 2018 - Coté talking EA at Continuous Lifecycle London (https://continuouslifecycle.london/sessions/the-death-of-enterprise-architecture-defeating-the-devops-microservices-and-cloud-native-assassins/). Recommendations Matt: Sigur Rós live from the Walt Disney Concert Hall (https://www.youtube.com/watch?v=n-BjxCpmxmo), other Pitchfork concerts Brandon: United States Postal Service (https://www.usps.com/). Coté: Coté’s DIY Home Office Trail Mix (pea-con pieces & raisons); stock CostCo bacon (https://www.costcobusinessdelivery.com/Kirkland-Signature-Premium-Bacon%2C-1-lb%2C-4-ct.product.10181821.html); the only way to suffer through reading a pile of predictions pieces is listening to Yacht Rock Vol. 1 (https://open.spotify.com/user/bushwald/playlist/4SXBx8AY6C1HJakcC89TaO). Co-pilot for all the tedious times in life. (Cf. Vol. 2 (https://open.spotify.com/user/bushwald/playlist/0Y0SW62HBp1TMhesz7BUug) and Vol. 3 (https://open.spotify.com/user/bushwald/playlist/7cc40eisxIgThFJKqy4L5d).)

The DevOps kids have decided to come up with a new term “observability.” We get to the bottom of the WTF barrel on what that is - it sounds like a good word-project. Also, there’s a spate of kubernetes news, as always, and some interesting acquisitions. Plus, a micro-iOS 11 review. Meta, follow-up, etc. Patreon (https://www.patreon.com/sdt) - like anyone who starts these things, I have no idea WTF it is, if it’s a good idea, or if I should be ashamed. Need some product/market fit. Check out the Software Defined Talk Members Only White-Paper Exiguous podcast over there. Join us all in the SDT Slack (http://www.softwaredefinedtalk.com/slack). Is “observability” just “instrumentation”? Write-up (https://medium.com/@copyconstruct/monitoring-and-observability-8417d1952e1c) from Cindy Sridharan. This guy (https://medium.com/@steve.mushero/observability-vs-monitoring-is-it-about-active-vs-passive-or-dev-vs-ops-14b24ddf182f): “Thinking directionally, Monitoring is the passive collection of Metrics, logs, etc. about a system, while Observability is the active dissemination of information from the system. Looking at it another way, from the external ‘supervisor’ perspective, I monitor you, but you make yourself Observable.” So, yes: if developers actually make their code monitorable and manageable…easy street! It’s a good detailing of that important part of DevOps. Cloud Native Java (http://amzn.to/2jPJHcv) has a good example with the default “observability” attributes for apps, and then an overview of Zipkin tracing. Weekly k8s News Heptio gets funding (https://www.geekwire.com/2017/heptio-raises-25m-series-b-funding-round-kubernetes-takes-world/), now “has raised $33.5 million in funding to date.” I think we’ll cover this press release in a WP episode. Also, something called “StackPointCloud” now with the Istio (https://thenewstack.io/stackpointcloud-drops-istio-service-mesh-integration/). Mesosphere adding K8s support (https://techcrunch.com/2017/09/06/mesosphere-says-its-not-bowing-to-kubernetes/) - “Guagenti also noted that he believes that Mesosphere is currently a leader in the container space, both in terms of the number of containers its users run in production and in terms of revenue (though the company sadly didn’t share any numbers).” "I think it’s fair to call Kubernetes the de facto standard for how enterprises will do container orchestration,” Derrick Harris (http://news.architecht.io/issues/with-oracle-on-board-kubernetes-has-to-be-the-de-facto-standard-for-container-orchestration-73880). Is Kubernetes Repeating OpenStack’s Mistakes? (https://www.mirantis.com/blog/is-kubernetes-repeating-openstacks-mistakes/) - Boris throwing bombs Meanwhile, an abstract of a containers penetration study (https://redmonk.com/fryan/2017/09/10/cloud-native-technologies-in-the-fortune-100/), from RedMonk: "Docker, is running at 71% across Fortune 100 companies. Kubernetes usage is running in some form at 54%, and Cloud Foundry usage is at 50%” This update from the Cloud Foundry Foundation (https://www.cloudfoundry.org/update-containers-2017-research-shows/) is a little more, er, “responsible” in pointing out flaws. Instead it just says there’s lots of growth and tire-kicking: 2016/2017 y/y shows those evaluating containers went up from 31% to 42%, while “using” ticked up a tad from 22% to 25%, n=540. Oracle’s in the CNCF (https://techcrunch.com/2017/09/13/oracle-joins-the-cloud-native-computing-foundation-as-a-platinum-member/) club! K8s on Oracle Linux, K8s for Oracle Public Cloud. “At this point, there really can’t be any doubt that Kubernetes is winning the container orchestration wars, given that virtually every major player is now backing the project, both financially and with code contributions.” James checks in on Red Hat (http://redmonk.com/jgovernor/2017/09/21/red-hat-is-pretty-good-at-being-red-hat/). (https://techcrunch.com/2017/09/13/oracle-joins-the-cloud-native-computing-foundation-as-a-platinum-member/) Acquisitions & more! Rackspace acquires Datapipe (https://techcrunch.com/2017/09/11/rackspace-acquires-datapipe-as-it-looks-to-expand-its-managed-cloud-business/) “The reason we’re buying them is that we want to extend our leadership in multi-cloud services,” Rackspace chief strategy officer Matt Bradley told me. “It’s a sign and signal that we’re going for it.” Bradley expects that the combined company will make Rackspace the largest private cloud player and the largest managed hosting service. Datadog acquires Logmatic.io to add log management to its cloud monitoring platform (https://techcrunch.com/2017/09/07/datadog-acquires-logmatic-io-to-add-log-management-to-its-cloud-monitoring-platform/) Puppet Acquires Distelli (https://www.geekwire.com/2017/puppet-acquires-distelli-bolster-cloud-computing-automation-platform/), known for their Kubernetes dashboard. Jay Lyman at 451 (https://451research.com/report-short?entityId=93381). Sizing Puppet: “The company has grown to more than 500 employees, and has estimated annual revenue in the $100m range.” Coverage from Susan Hall: “What we haven’t had up to this point is all the requisite automation for moving infrastructure code and application code through any kind of automated delivery lifecycle” and now they gots that. https://thenewstack.io/puppet-will-extend-infrastructure-automation-capabilities-distelli-acquisition/ “In May, the company launched its Kubernetes dashboard K8S. It allows users to connect repositories, build images from source, then deploy them to that Kubernetes cluster. You can also set up automated pipelines to push images from one cluster to another, promote software from test/dev to prod, quickly roll back and do all this in the context of one or more Kubernetes clusters… The Kubernetes service is offered as a hosted service or in an on-prem version. It provides notifications through Slack.” Google pays $1.1 billion for HTC team and non-exclusive IP license (https://www.axios.com/login-2487682498.html?rebelltitem=2&utm_medium=linkshare&utm_campaign=organic#rebelltitem2) Security Corner The Apple Effect? — Why BMW might get rid of car keys (http://www.autonews.com/article/20170915/OEM06/170919789/why-bmw-might-get-rid-of-car-keys) Don’t blame Apache — EQUIFAX OFFICIALLY HAS NO EXCUSE (https://www.wired.com/story/equifax-breach-no-excuse/) Is there anything to do here? Setup layers of credit cards? Require Touch ID (etc.) approval of all financial decisions and transactions in your “account”? Food & Safety like inspectors for security? Hackers respond to Face ID on the iPhone X (http://bgr.com/2017/09/21/iphone-x-release-date-soon-hackers-eye-face-id/) iOS 11 Coté has been running the beta. It seems fine. There’s the usual Re-arrangement of how some gestures work that’s jarring at first, but after using it for awhile, you forget what they even are. The extra control center stuff is nice. The Files.app is interesting, but not too featureful. The new photo formats are annoying because, you know, non-Apple things need to support it (which they seem to?) Bonus Links Coté gives up on defining DevOps, and more Interview about DevOpsDays Auckland (https://www.infoq.com/news/2017/09/michael-cote-devops-days-nz). (https://techcrunch.com/2017/09/13/oracle-joins-the-cloud-native-computing-foundation-as-a-platinum-member/) Is Solaris dead yet? Strongly confirmed rumors that Oracle is shutting it down (http://www.zdnet.com/article/sun-set-oracle-closes-down-last-sun-product-lines/). This guy has written a big Solaris-brain to Linux-brain manifesto/guide (http://www.brendangregg.com/blog/2017-09-05/solaris-to-linux-2017.html), plus: “[n]owadays, Sun is a cobweb-covered sign at the Facebook Menlo Park campus, kept as a warning to the next generation.” SICK BURN! Layoffs and more (http://dtrace.org/blogs/bmc/2017/09/04/the-sudden-death-and-eternal-life-of-solaris/): “In particular, that employees who had given their careers to the company were told of their termination via a pre-recorded call — “robo-RIF’d” in the words of one employee — is both despicable and cowardly.” HPE We Can See The New Hewlett Clearly Now, Says CEO Whitman (http://blogs.barrons.com/techtraderdaily/2017/09/05/hpe-we-can-see-the-new-hewlett-clearly-now-says-ceo-whitman/?mod=BOLBlog) - AI in storage arrays, Docker in OneView. Clearly (http://www.marketwatch.com/story/hp-enterprise-has-yet-another-confusing-plan-to-simplify-itself-2017-09-05)? Making money (https://www.cnbc.com/2017/09/05/hpe-earnings-q3-2017.html). They bought CTP!? (https://www.cloudtp.com/doppler/hewlett-packard-enterprise-to-acquire-cloud-technology-partners/) Selling hardware to cloud providers is rough (https://www.nextplatform.com/2017/09/06/prospects-leaner-meaner-hpe/). Huawei New board (http://talkincloud.com/cloud-services/chinas-huawei-braces-board-revamp-western-markets-beckon). Microsoft app support. We can all agree on food Someone has to pay attention to this real world stuff (http://www.nationalgeographic.com/magazine/2017/09/holland-agriculture-sustainable-farming/). This Tiny Country Feeds the World More on VMware/AWS The possible failures in the partnership (https://www.bloomberg.com/news/articles/2017-09-01/how-vmware-s-partnership-with-amazon-could-end-up-backfiring) - sort of an odd article in that the larger point is “maybe it won’t work.” Meanwhile, Matt Asay does some loopty-loops on it all (https://www.theregister.co.uk/2017/09/11/kubernetes_envy/). JEE Code put in github (http://go.theregister.com/feed/www.theregister.co.uk/2017/09/06/oracle_java_ee_java_se_github/). They’re giving it over to the Eclipse Foundation (https://blogs.oracle.com/theaquarium/opening-up-ee-update). Probably a good idea. VMware’s OpenStack Little report form 451 (https://451research.com/report-short?entityId=93303&type=mis&alertid=693&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=93303-VMware+sheds+free+version+of+its+OpenStack+distribution). “Going forward, users pay a onetime $995-per-CPU socket license fee, in addition to ongoing support.” Recommendations Brandon: Prophets of Rage (http://prophetsofrage.com/). Matt: American Gods (https://en.wikipedia.org/wiki/American_Gods_(TV_series)), the TV show. Zero History (https://www.amazon.com/Zero-History-Blue-William-Gibson-ebook/dp/B003YL4AGC/): finale(?) to William Gibson’s Blue Ant trilogy LOT (https://www.lot2046.com/): a subscription-based service which distributes a basic set of clothing, footwear, essential self-care products, accessories, and media content. Engineering the End of Fashion (https://www.ssense.com/en-gb/editorial/fashion/engineering-the-end-of-fashion) Coté: Rick & Morty (http://amzn.to/2xrHo3L). These cultural guides (http://www.commisceo-global.com/country-guides) are fucking awesome! See America (http://www.commisceo-global.com/country-guides/usa-guide), Australia (http://www.commisceo-global.com/country-guides/australia-guide), and Latvia (http://www.commisceo-global.com/country-guides/latvia-guide) (no one sang at the meals I was at!). Cardenal Mendoza (https://www.thewhiskyexchange.com/p/996/cardenal-mendoza-brandy-solera-gran-reserva), brandy de jerez (https://en.wikipedia.org/wiki/Brandy_de_Jerez). And, you know, cognac/brandy in general - be a fucking adult already, you damn kids.

It’s VMworld this week, so there’s fresh news from the Dell Technologies universe to sort through. VMware releases it’s SDDC on AWS scheme and Pivotal announces its container service/stack, Pivotal Container Service (PKS). We discuss both, including a meandering overview of what PKS is and some theory about what enterprises actually want with all that VMware in public cloud. Also, the tragic story of airline and hotel upgrades, like pearls to tired business travelers. Misc. Australia is bigger than France (http://imgur.com/z02XGzQ). Checks out (http://www.texasmonthly.com/the-daily-post/how-big-is-texas-compared-to-other-land-masses/). Coté got the SSSS TSA search. What fun! Now you can buy kubernetes from Dell https://pbs.twimg.com/media/DIlS4bPUQAEcO6Y.jpg:small VMware/Pivotal/Google make a kubo distro (https://blogs.vmware.com/cloudnative/2017/08/29/vmware-pivotal-container-service/). Uses BOSH, NSX, and kubo to setup clusters. Will run on vSphere and Google Cloud, promises to work with other Google Cloud services, be continuously updated to be compatible with GCE containers. Also, VMware storage services and comparability with VMware systems management tools. El Reg coverage (https://www.theregister.co.uk/2017/08/30/google_vmware_and_pivotal_team_for_onpremises_kubernetes/), and also from The New Stack (https://thenewstack.io/pivotal-container-service-hard-wires-cloud-foundry-kubo-google-cloud/). TPM (https://www.nextplatform.com/2017/08/29/vmwares-platform-revolves-around-esxi-except-cant/): “The private PKS stack will use vSAN for storage, vRealize Automation for orchestration and governance, vCloud Director for provisioning, and vRealize Operations for monitoring. (So, in theory, one could run the PKS stack on the AWS cloud slices that VMware has partnered with Amazon to create, effectively creating a clone of GKE to run on AWS bare metal iron. . . .)” More laundry listing of the parts from Google (https://www.blog.google/topics/google-cloud/vmware-and-pivotal-launch-new-hybrid-kubernetes-solution-optimized-gcp/), that is, Google Cloud services you can use in a PKS environment: BigQuery, Bigtable, Spanner, Storage, SQL, Pub/Sub, Vision API, Speech API, Natural Language API, Translate API. A list of capabilities (https://twitter.com/cloudnativeapps/status/902674269125042176) from Cornelia’s(?) talk, and what BOSH does (https://twitter.com/cloudnativeapps/status/902607633168818176) (and, thus, does in k8 management). Use it for (https://pivotal.io/pks): “PKS™ is ideal for workloads like Spark and ElasticSearch, and when you need access to infrastructure primitives. Further, use PKS for apps that require specific co-location of container instances, and for those that need multiple port binds.” The Pod affinity thing here is for when you want to run multiple things grouped together, like with Spark, Elastic Search, etc. where you the different things go together. More value-props’ing (https://twitter.com/cloudnativeapps/status/902606759176486912): i.e., kubernetes on it’s own is hard. As Ramji points out (https://www.youtube.com/watch?v=1HErHINvyIA), PKS means you’ll get a consistent, standardized kubernetes/container technology across the Dell Technologies portfolio. Watters lays it out (https://twitter.com/wattersjames/status/902571713057001472). Positioning: guidance seems to be that PKS is mostly for large organizations, “enterprises.” PKS to GA in 2017Q4, pricing then too. Diagram here (http://www.techrepublic.com/article/vmware-partners-with-pivotal-google-cloud-to-launch-kubernetes-based-container-service/):. Some vendor exec story-time here (http://social.techcrunch.com/2017/08/29/pivotal-vmware-google-partner-on-container-project/), and Pivotal blog post (https://content.pivotal.io/announcements/introducing-pivotal-container-service-pks-the-simple-way-to-bring-kubernetes-to-enterprise-customers). So, you can run PCF and PKS side-by-side (https://twitter.com/cloudnativeapps/status/903048428581560320). See longer explanation from Chad Sakac (http://virtualgeek.typepad.com/virtual_geek/2017/08/vmworld-2017-pivotal-container-services-pks.html): “historically, [Dell Technologies’] point of view on the container/cluster manager abstraction ecosystem wasn’t clear” https://d2mxuefqeaa7sj.cloudfront.net/s_57F3D537859409EDBA712760195C49AEF69FA177BC08164311E795F7016DE1F9_1504121396993_PCF+ERT+and+PKS.png See also this pro'er diagram (https://twitter.com/cote/status/903344343003664386). Lots of emphasize on a unified, compatible approach/GTM: “We now have a Cloud Native/Digital Transformation stack where there is a SINGLE target we are furiously running towards now as VMware, Pivotal, and Dell EMC – no mis-alignment, no differences in PoV. “ Market context: (https://cote.io/2017/06/02/451s-container-orchestration-usage-survey-notebook/) You may recall Coté’s summary of the CoreOS commissioned 451 survey (https://cote.io/2017/06/02/451s-container-orchestration-usage-survey-notebook/), which linked to a 2016(?) Gartner survey (https://www.gartner.com/document/3574617) where 18% of respondents had containers in production, with 4% being “significant production” That CoreOS/451 survey (https://cote.io/2017/06/02/451s-container-orchestration-usage-survey-notebook/) had a very important footnote: the survey respondents were already running containers already. It was more about which container orchestration platforms they liked. It was hard to do conclusive ranking of container orchestrators since people were using multiple ones. But, if you lump together CoreOS’s kubernetes distro with generic kubernetes, kubernetes wins out over Docker Swarm, 49% vs. 36%. Meanwhile (https://www.gartner.com/document/3782167): “By 2020, 50%+ of global enterprises will be running containerized applications in production, up from

Calling in hot from New Braunfels Texas, we got a country mile’s worth of topics this week: we have container services from Microsoft, a lengthy discussion of how enterprise software companies organize their global sales regions, the possible emergence of a new private cloud meme, and rumors that BMC is no longer in acquiring CA. Also, be sure to check out this week’s white paper analysis for patrons, on IoT (https://www.patreon.com/posts/trillion-iot-by-13636097). Global expansion tips and tricks “EMEAians.” Open source as the scouts. Microsoft laying off 19,000 people Link (http://www.seattletimes.com/business/microsoft/microsoft-starts-layoffs-with-reportedly-thousands-of-job-cuts/) Who’s hirin’? Microsoft Container Service What’s a “container service” (https://www.geekwire.com/2017/microsoft-launches-new-container-service-joins-cloud-native-group-isolating-aws-kubernetes/)? TechCrunch notices private cloud Link (https://techcrunch.com/2017/07/20/all-clouds-dont-have-to-be-public/) Vendors have begun offering a variety of approaches that give the feel of the public cloud, but inside the comfort zone of a customer’s data center. Oracle cited rather large customers like AT&T and Bank of America using the Cloud at Customer product. Oracle cloud news picking up. That Antitrust Meme in Tech As you know, I’m not a lawyer (https://www.bloomberg.com/news/articles/2017-07-20/should-america-s-tech-giants-be-broken-up) How would it make sense? What’s the justification? “Google and Facebook Account For Nearly All Growth in Digital Ads (http://fortune.com/2017/04/26/google-facebook-digital-ads/).” Coté looking down the barrel of getting taxed at way high (https://twitter.com/cote/status/892063123288580097)? BMC not buying CA Too much regulation (http://www.reuters.com/article/us-ca-m-a-bmcsoftware-idUSKBN1AC2L8) CA financials (https://finance.google.com/finance?q=NASDAQ%3ACA&fstype=ii&ei=sjyCWZjTNczG2AbQ95SQCg). Flash, he gone Link (http://redmonk.com/fryan/2017/07/25/adobe-eol-flash-content-continues-to-move-to-mobile/) BONUS LINKS! Not covered in show. GoDaddy dumps OpenStack cloud The cloud business is hard (https://www.theregister.co.uk/2017/07/24/gone_daddy_gone_godaddy_offloads_its_cloud_businesses/) More from 451 (https://451research.com/report-short?entityId=92982&type=mis&alertid=601&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=92982-GoDaddy+to+shut+down+its+Cloud+Servers+offering) HEB was an Amazon Option? Not really, just some dude talking (http://austin.culturemap.com/news/innovation/07–18–17-amazon-acquisition-whole-foods-heb/). Containers are Linux Link (https://www.linkedin.com/pulse/some-thoughts-containers-frank-feldmann). “DevOps is more suitable for containerisation compared to other traditional approaches” Operating system vendors have something to sell you say? A History of Docker/Linux Containers Link (https://opensource.com/article/17/7/how-linux-containers-evolved). Red Hat maintainer breaking down the short but convoluted history of containers. ## Slack Getting Paid Link (https://www.recode.net/2017/6/15/15810088/slack-deal-funding-amazon-microsoft-buyers-business-communication?stream=top-stories). Slack is raising another $500 million — and has attracted interest from a range of big buyers like Amazon # Meta, follow-up, etc. Patreon (https://www.patreon.com/sdt) - like anyone who starts these things, I have no idea WTF it is, if it’s a good idea, or if I should be ashamed. Need some product/market fit. Check out the Software Defined Talk Members Only White-Paper Exiguous podcast over there. Join us all in the SDT Slack (http://www.softwaredefinedtalk.com/slack). End-roll Get $50 off Casper mattresses with the code: horraymattray NEW DISCOUNT! DevOpsDays Nashville (https://www.devopsdays.org/events/2017-nashville/), $25 off with the code 2017NashDevOpsDays - Coté will be keynoting (https://www.devopsdays.org/events/2017-nashville/speakers/michael-cote/). Coté speaking at DevOps Riga (https://www.devopsdays.org/events/2017-riga/welcome/) and DevOps Kansas City (https://www.devopsdays.org/events/2017-kansascity/welcome/). Coté also speaking at Austin OpenStack Meetup (https://www.meetup.com/OpenStack-Austin/events/241908089/), August 17th, 207. The Register’s conference, Continuous Lifecycle (https://continuouslifecycle.london/), in London (May 2018) has it’s CFP open, closed October 20th - submit something (https://continuouslifecycle.london/call-for-papers/)! SpringOne Platform registration open (https://2017.springoneplatform.io/ehome/s1p/registration), Dec 4th to 5th. Use the code S1P200_Cote for $200 off registration (https://2017.springoneplatform.io/ehome/s1p/registration). Matt’s on the Road! August 3rd - Auckland AWS User Community (https://www.meetup.com/AWS_NZ/events/237833579/) August 8th - Canberra Infracoders (https://www.meetup.com/Infrastructure-Coders-Canberra/events/241775704/) August 10th - Sydney AWS Security Meetup (https://www.meetup.com/en-AU/Sydney-AWS-Security-User-Group/events/239370748/) August 17th - Sydney Chef Meetup (https://www.meetup.com/Chef-Sydney/events/240660647/) August 22nd - Sydney Cloud Native Meetup (https://www.meetup.com/Sydney-Cloud-Native-Meetup/events/241712226/) September 12 - Perth MS Cloud Computing User Group (https://www.meetup.com/en-AU/Perth-Cloud/events/241297999/) October 11th - Brisbane Azure User Group (https://www.meetup.com/Brisbane-Azure-User-Group/events/240477415/) Recommendations Brandon: Netflix (https://www.netflix.com/title/80117552)’s (https://www.netflix.com/title/80117552)Ozark (https://www.netflix.com/title/80117552). Matt Ray: Mr. Robot. Coté: BaseIQ microSD adaptor (http://amzn.to/2vjFdiH). Ikea STUNSIG World t-shirt (http://www.ikea.com/us/en/catalog/products/40376911/). Also: not giving a shit.

“Which chasm is being leaped by this hot dog app?” Sniffing out a huge market in hot dog apps, Amazon might start a messaging app. Also, Google has their ant-data gravity device out and Basho seems to be shutting down. We discuss the wonders of Snap’s hot dog app, the mystery of Amazon’s lack(?) of brand allegiance, and giving up on kale. “Share price down? I gotcha bro.” Dancing Hot Dog (https://www.usatoday.com/story/tech/talkingtech/2017/07/11/snapchat-hotdog-meme-explained/468211001/). Amazon to Start a Messaging App Link (https://www.theverge.com/2017/7/16/15978920/amazon-anytime-messaging-app-rumor) I get the whole need to control networks, but it seems like we’ve kinda saturated a lot of these (Allo, is this thing on?). Why not just buy Slack? (Wasn’t that a rumor (http://www.businessinsider.com/amazon-interested-in-buying-slack-2017-6)? Could this be that diapers.com-style retaliation.) 80m Prime customers Twitch and “Stimpy.” The pair of people doing Minecraft. @profgalloway Uber driver on Whole Foods acquisition. Google Transfer Appliance Snowball envy (https://cloudplatform.googleblog.com/2017/07/introducing-Transfer-Appliance-Sneakernet-for-the-cloud-era.html)? So, by “data,” they mean not only CSV files, but also VM images? HRM! Data gravity, from Dave McCrory (https://blog.mccrory.me/2010/12/07/data-gravity-in-the-clouds/). Someone finally made a data gravity chart: https://3.bp.blogspot.com/-SnFabcStXhM/WW4SEhj6adI/AAAAAAAAEIE/wd6Yqlbt9FELUxsvTc2F92GZDZq2I-_6QCLcBGAs/s640/transfer-appliance-2.png Rackspace managing Pivotal Cloud Foundry, Google Cloud, etc. Brandon Butler summerizes (https://twitter.com/BButlerNWW/status/887367272263766020) Techcrunch on the announcement (https://cote.io/2017/07/18/rackspace-partners-with-pivotal-to-launch-managed-services-for-cloud-foundry/) List of core stuff (http://www.zdnet.com/article/rackspace-launches-pivotal-cloud-foundry-managed-service-spins-up-managed-google-cloud-platform-beta/): Management of upgrades, releases, and integration of services. Multiple cloud options with Rackspace managing Pivotal Cloud Foundry across private clouds and Amazon Web Services, Google Cloud Platform, OpenStack. Support and service level agreements with 99.99 percent uptime and 15 minute response on emergency issues. PCF services put another way (http://sdtimes.com/rackspace-pivotal-cloud-native-app-development/): “...on any public or private cloud as well as on customer-owned infrastructure…. The Managed Pivotal Cloud Foundry solution will feature 24/7 management for troubleshooting, managing updates, feature releases, and integration with various services; multi-cloud capability; and on-demand expertise for handing version updates, feature enhancements and other technical updates.” Check out dem success numbers: “Fortune 500 customers using Pivotal Cloud Foundry to build, deploy, and run their legacy and cloud-native apps have experienced 2,000 percent increase in developer productivity, as well as a 50 percent reduction in IT costs due to platform automation” Basho Shuts it Down “The Reg was obviously keen (https://www.theregister.co.uk/2017/07/13/will_the_last_person_at_basho_get_the_lights_oh_too_late/) to put the claims in this story to Basho, but we’ve struggled to find anyone still working at the company to answer us.” Kafka, Casandra - WTF is going on in NoSQL-land, is this shit done yet? Sep. 2016 451 profile (https://451research.com/report-short?entityId=90267): “While open source did not fully disappear, the company's primary focus moved from a support and services model to a subscription-based model. Today, Basho reports that support and services make up 10-12% of total revenue, with subscriptions taking up the rest.” “In 2015 Basho cited more that 200 customers and approximately 120 employees. Basho reports similar numbers this time around, except with a higher average deal size among its customer base. Average deal size is greater than $100,000, with high single-digit-customer deals exceeding $1m in total contract value. From 2014-2015, Basho reported a 50% increase in total contract value, a 45% increase in billings and a 50% increase in growth revenue.” Let’s do math...so...oh wait, left my Monte Carlo simulator in my other car. Products: “While both products share some underlying commonalities, they both address certain use cases. Riak KV is a key-value-based NoSQL database promoted generally to address use cases for content storing of session data, log file data, profile data and chat messaging data, particularly with gaming and gambling applications. Basho points out the product's resiliency and scaling capabilities, with integrations to Spark and Redis. Riak TS, on the other hand, is a database geared toward time-series data, with an emphasis on IoT use cases. Specifically, Riak TS can be used for gathering weather, seismic and traffic data, as well as for financial trading data. Time-series data has more structure, so Basho has added functionality to describe the data schema and the ability to query the data with SQL.” Coté was on Speaking in Tech Listen in (http://www.theregister.co.uk/2017/07/19/speaking_in_tech_episode_270/) BONUS LINKS! Not covered in show. CREAM for one Remember When Martin Shkreli Bought the Wu Tang Album? (https://www.wired.com/story/martin-shkreli-bought-the-wu-tang-clan-album) “This wasn’t just calamitous—this was Calamity walking into a bar, sweet-talking Catastrophe, getting really drunk together, smoking some crack, punching Fiasco in the face, then going on a shooting spree while eating orphans and setting fire to kittens.” ## AWS’s private cloud stuff The short pointer-piece (https://cote.io/2017/07/18/aws-talking-with-vmware-about-building-on-premises-software-report/) also has some mention of VMware partnership for THE HYBRID. Coté doesn’t know anything about VMware. In-depth Dive into Schedulers Something Coté didn’t read, but probably should have (https://medium.com/@cindysridharan/schedulers-kubernetes-and-nomad-b0f2e14a896). Probably not a great conversation topic, but a really great article on the use of schedulers and why they chose Nomad over K8s Misc. chuckles #areyounormal (https://twitter.com/search?q=%23areyounormal%20%40Speakingintech&src=typd) from @SPEAKINGinTech (https://twitter.com/SPEAKINGinTECH). CostCo Pizza (https://twitter.com/KevinHoffman/status/887398593472196608) @vennsplain (https://twitter.com/vennsplain/status/886479589006073857) Meta, follow-up, etc. Patreon (https://www.patreon.com/sdt) - like anyone who starts these things, I have no idea WTF it is, if it’s a good idea, or if I should be ashamed. Need some product/market fit. Current status: 8 people, driving $14 a month. TIME TO QUIT OUR JOBS, BOYS! But, more seriously, thanks to the folks who've signed up! It's encouraging. We’ll do our first members only episode. See overly-detailed noted here (https://paper.dropbox.com/doc/WP001-PwC-says-you-suck-at-THE-DIGITAL-X1hjDkyd1nWpJ70HLUsMr); it might be giving away too much for free, but you’ll at least get a sense of what we’re doing here. SDT Slack (http://www.softwaredefinedtalk.com/slack) End-roll Get $50 off Casper mattresses with the code: horraymattray Looks sold out. DevOpsDays Minneapolis, July 25 to 26th: get 20% off registration with the code SDT (https://devopsdays-minneapolis-2017.eventbrite.com?discount=SDT) (Thanks, Bridget!). The Register’s conference in London (May 2018) has it’s CFP open - submit something! SpringOne Platform registration open (https://2017.springoneplatform.io/ehome/s1p/registration), Dec 4th to 5th. Use the code S1P200_Cote for $200 off registration (https://2017.springoneplatform.io/ehome/s1p/registration). Matt’s on the Road! July 20th - DevOps Sydney (https://www.meetup.com/devops-sydney/events/232788708/) July 24th - Chef Meetup Singapore (https://www.meetup.com/mssgug/events/241446061/) July 25th - DevSecOps at RSA Conf APJ (http://www.alldaydevops.com/blog/all-you-need-to-know-about-devops-connect-devsecops-at-rsac-singapore) August 3rd - Auckland AWS User Community (https://www.meetup.com/AWS_NZ/events/237833579/) August 8th - Canberra Infracoders (https://www.meetup.com/Infrastructure-Coders-Canberra/events/241775704/) August 22nd - Sydney Cloud Native Meetup (https://www.meetup.com/Sydney-Cloud-Native-Meetup/events/241712226/) October 11th - Brisbane Azure User Group (https://www.meetup.com/Brisbane-Azure-User-Group/events/240477415/) Recommendations Brandon: The Defiant Ones (http://www.hbo.com/the-defiant-ones). Matt Ray: Western Australia and Bali (photos soon); Sriracha on scrambled eggs. Coté: some local flavor this week: The Tigress (http://thetigresspub.com/); Veterans Park Pool (https://www.yelp.com/biz/veterans-memorial-park-cedar-park-2).

The cat-nip of Mary Meeker's Internet Trends report is out this week so we discuss the highlights which leads to a sudden discussion of what an Amazon private cloud product would look like. Then, with a raft of new container related news we sort out what CoreOS is doing with their Tectonic managed service, what Heptio is (the Mirantis of Kubernetes?), and then a deep dive into the newly announced Istio which seems to be looking to create a yaml-based(!) standard for microservices configuration and policy and, then, the actual code for managing it all. Also, an extensive analysis of a hot-dog display, which is either basting itself or putting on some condiment-hair. Alternate Titles I've seen this hot-dog before. I’ve been doing this since dickity-4 I’m sticking with the Mary Meeker slides, you nerds go figure it out Mid-roll Pivotal Cloud-native workshop in DC, June 7th (http://connect.pivotal.io/Cloud-Native-Strategy-Workshop-DC.html). LOOK, MA! I PUT IN DATES! DevOpsDays Minneapolis, July 25 to 26th: get 20% off registration with the code SDT (https://devopsdays-minneapolis-2017.eventbrite.com?discount=SDT) (Thanks, Bridget!). Coté: CF Summit June 13 to 15, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/). 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays (https://www.springdays.io/ehome/index.php?eventid=228094&) SpringDays.io Get half-off with the code SpringDays_HalfOff Chicago (May 30th to 31st) (https://www.springdays.io/ehome/spring-days/chicago) New York (June 20th to 21st) (https://www.springdays.io/ehome/spring-days/new-york) Atlanta (July 18th to 19th) (https://www.springdays.io/ehome/spring-days/atlanta) Hot-dog guy in Japan Zoom in on that little fellow (https://www.flickr.com/photos/cote/35012640896/). Internet Trends 2017 300 plus slides of charts (http://www.kpcb.com/internet-trends) Computes! Coté’s notebook (https://content.pivotal.io/blog/analysis-of-mary-meeker-s-internet-trends), summary of summary: Google and Facebook make a lot of ad money. The Kids like using smart phones, the olds like using traditional telephones. One of them will die sooner. Voice, image recognition, etc. China is pretty much a mature market, and it’s huge. India has potential, but doing business there is hard and you need more Internet in a pocket rollout. The public/private cloud debate is still far from over. But, AWS, Microsoft, and Google have pretty much won. Bonus: there’s surprisingly little funding and exits this year. Would Amazon sell some private clouds? Isotoner and Hephaestus - All the new container orchestration poop Coté: Catching up on all this week's container poop & as always, my first reaction is “oh, I thought the existing stuff did all that already..so." Managed service for Tectonic as a Service (https://thenewstack.io/coreos-takes-cloud-portability-tectonic-release/) - so, keeping your Kubernates cluster software updated? Presumably enforcing config, etc? However, not all done, still working on the complete solution. But, there’s an etcd thing ‘As a first step, Tectonic 1.6.4 will offer the distributed etcd key-value data store as a fully managed cloud service. “It’s the logical one to offer first because it is everything else gets built on it,” Polvi explained. The data store “guarantees that data is in a consistent state for very specific operations,” he said, referring to how etcd can be essential for operations such as database migrations.’ Another etcd description (https://blog.heptio.com/core-kubernetes-jazz-improv-over-orchestration-a7903ea92ca): “etcd is a clustered database that prizes consistency above partition tolerance… Interestingly, at Google, chubby is most frequently accessed using an abstracted File interface that works across local files, object stores, etc. The highly consistent nature, however, provides for strict ordering of writes and allows clients to do atomic updates of a set of values. So, you need locks for - dun-dun-dun! - transactions! Queue JP lecturing me in 2002. Then there’s Istio (http://blog.kubernetes.io/2017/05/managing-microservices-with-istio-service-mesh.html): Istio (https://istio.io/)?! Whao! Check out the exec-pitch (https://istio.io/blog/istio-service-mesh-for-microservices.html): “ Istio gives CIOs a powerful tool to enforce security, policy and compliance requirements across the enterprise.” And Google (https://cloudplatform.googleblog.com/2017/05/istio-modern-approach-to-developing-and.html): “Through the Open Service Broker model CIOs can define a catalog of services which may be used within their enterprise and auditing tools to enforce compliance.” I love their idea of what a CIO does. “An open platform to connect, manage, and secure microservices“ SDN++ overlay for container orchestrators from Google, IBM & Lyft - once you control the network with the “data plane,” you add in the “control plane” (https://istio.io/docs/concepts/what-is-istio/overview.html#architecture) which allows you to control the flow and shit of the actual microservices. Tackling the “new problems emerge due to the sheer number of services that exist in a larger system. Problems that had to be solved once for a monolith, like security, load balancing, monitoring, and rate limiting need to be handled for each service.” And, you know, all the agnostic, multi-cloud, open stuff. Thankfully, they didn’t use a bunch of garbage, nonsense names for things. Let’s look at the docs (https://istio.io/docs/concepts/what-is-istio/overview.html) (BTW, can you kids start just putting out PDFs instead of only these auto-generated from markdown web pages?): First of all, these are good docs. Monkey-patching for the container era: “You add Istio support to services by deploying a special sidecar proxy throughout your environment that intercepts all network communication between microservices, configured and managed using Istio’s control plane functionality.” The future! Where we all shall live! “Istio currently only supports service deployment on Kubernetes, though other environments will be supported in future versions.” Problems being solved, aka, “ways you must be this tall to ride the microservices ride”: “Its requirements can include discovery, load balancing, failure recovery, metrics, and monitoring, and often more complex operational requirements such as A/B testing, canary releases, rate limiting, access control, and end-to-end authentication.” Also: Traffic Management (https://istio.io/docs/concepts/traffic-management/overview.html), Observability, Policy Enforcement, Service Identity and Security. Does it have the part where it reboots/fixes failed services for you? So: you monkey-patch all this shit in (er, sorry, “sidecar”), which controls the network with SDN shit, Istio-Manager + Envoy (https://istio.io/docs/concepts/traffic-management/overview.html) does all your load-balancing/circuit breaker (https://istio.io/docs/concepts/traffic-management/handling-failures.html)/canary/AB shit, service discovery/registry, service versioning (https://istio.io/docs/concepts/traffic-management/request-routing.html#service-model-and-service-versions) (i.e., running n+1 different versions of code - always a pretty cool feature), configuring “routes,” what connects to what (https://istio.io/docs/concepts/traffic-management/rules-configuration.html), I don’t think it provides a service registry/discover service (https://istio.io/docs/concepts/traffic-management/load-balancing.html)? Maybe just a waffer thin API (“a platform-agnostic service discovery interface”)? Question: what does this look like in your code? The (https://istio.io/docs/concepts/policy-and-control/mixer.html) thing 12 factor-style passes a configuration into your actual code. Here, you’re adding a bunch of name/value pairs (which can be nested) and also translating them to the name/value pairs that your code is expecting...on an HTTP call? Executing a command in your container? As ENV vars? And then, I think you finally get ahold of the network to reply back with some HTML, JSON, or some sort of HTTP request by (https://istio.io/docs/tasks/ingress.html)., So, big questions, aka, Coté mental breakdown that only Matt Ray can cure: Er...so this all really is a replacement for the VMware stack, right? And OpenStack? Or do you still need those. What the fuck is all this stuff? It just installs the Docker image on a server? And then handles multi-zone replication, and making sure config drift is handles (bringing up failed nodes, too)? So, it’s just cheaper and more transparent than VMware? What’s the set of shit one needs? Ubuntu, Moby Engine (?), Moby command line tools, etcd? Actuality kubernetes code? What’s Swarm do? And then there’s monitoring, which according to Whiskey Charity, is all shit, right? Where’ my fucking chart on this shit? Please write two page memo for the BoD by 2pm today. Meanwhile: Oracle’s cool with it (https://thenewstack.io/oracle-joins-kubernetes-fray/), “WTF is a microservice” (https://news.ycombinator.com/item?id=14414031), compared to SOA/ESB and RESTful (https://news.ycombinator.com/item?id=1441150), and James Governor tries to explain it all (http://redmonk.com/jgovernor/2017/05/31/so-what-even-is-a-service-mesh-hot-take-on-istio-and-linkerd/). BONUS LINKS! Not covered in episode. Rackspace Buys Enterprise Apps Management TriCore Link (http://www.enterprisecloudnews.com/author.asp?doc_id=733171§ion_id=571) New CEO and biggest acquisition, I thought they were quieting down with the PE Red Hat buys Codenvy Codenvy sets up your developer environments (https://codenvy.com/developers/), and has team stuff. Red Hat is really after the developer market. TaskTop has a good chance of being acquired in this climate. Pour one out from BMC/StreamStep. Notes from Carl Lehmann report at 451 (https://451research.com/report-short?entityId=92575): In-browser IDE and devtool chain(?) for OpenShift.io, based on Eclipse Che “Founded in 2013, San Francisco-based Codenvy raised $10m in January of that year, and used a portion of its funds to buy its initial codebase from eXo Platform, which had developed the eXo Cloud IDE in-browser coding suite to support its social and collaboration applications.” “The company's suite works with developer tools like subversion and git, CloudBees, Jenkins, Docker, MongoDB, Cloud Foundry, Maven and ant, as well as PaaS and IaaS offerings such as Heroku, Google AppEngine, Red Hat OpenShift and AWS.” Check out the Dell Sputnik call-out: “Rivals to Codenvy include cloud-based development suites Eclipse Orion (open source), Cloud9 IDE and Nitrous.IO. There are other 'cloud IDEs,' including Codeanywhere, CodeRun Studio, Neutron Drive and ShiftEdit. On the developer environment configuration front, Pivotal created and open-sourced a developer and OS X laptop configuration tool called Workstation, and now Sprout. Dell's Project Sputnik is seeking to address similar build environment standup productivity challenges.” Uber back in Austin Is that a thing? (https://twitter.com/Uber_ATX/status/867781159178051584) Amazon Hiring Old Folks (Like Me) Anecdotes are the singular of data (https://redmonk.com/jgovernor/2017/05/23/how-aws-cloud-is-demolishing-the-cult-of-youth/)? More Tech Against Texas’ Discriminatory Laws Lords of Tech sign a thing (https://www.dallasnews.com/news/texas-legislature/2017/05/28/mark-zuckerberg-tim-cook-texas-gov-abbott-pass-discriminatory-laws) “In addition to Facebook founder Mark Zuckerberg and Apple CEO Tim Cook, the letter was signed by Amazon CEO Jeff Wilke, IBM Chairman Ginni Rometty, Microsoft Corp. President Brad Smith and Google CEO Sundar Pichai. The leaders of Dell Technologies, Hewlett Packard Enterprise, Cisco, Silicon Labs, Celanese Corp., GSD&M, Salesforce and Gearbox Software also signed the letter.” “Peeing is not political” (https://www.texastribune.org/2017/05/28/bathroom-bill-showdown-has-been-building-years/) - recap of the history of the bathroom bill. Still doesn’t really address “is there actually a problem here, backed up with citations.” Without such coverage, it’s hard to understand (and therefore figure out and react to) the hillbilly’s side on this beyond: "It's just common sense and common decency — we don't want men in women's, ladies' rooms." It also highlights the huge, social divide between “city folk” and the hillbillies. A lot more from TheNewStack (https://thenewstack.io/tech-leaders-ask-texas-governor-halt-discriminatory-legislation/). ChefConf Retrospective ICYMI (https://www.youtube.com/watch?v=HtF3oScoYqk) Competing in Public Cloud is Crazy Expensive Link (http://www.platformonomics.com/2017/04/follow-the-capex-cloud-table-stakes/) Tracks the CAPEX spend over the years for MS, Google and Amazon A Year of Google & Apple Maps Link (https://www.justinobeirne.com/a-year-of-google-maps-and-apple-maps) Comprehensive drill-down into the mapping changes made by Google and the smaller moves by Apple. Probably not content for conversation, but whoa. FAA Flight Delay Tracking Check the map, fool (http://www.fly.faa.gov/flyfaa/usmap.jsp) Recommendations Brandon: Beauty of A Bad Idea — with Walker & Company's Tristan (http://www.stitcher.com/podcast/stitcher/masters-of-scale/e/beauty-of-a-bad-idea-with-walker-companys-tristan-walker-50186227) Matt: Arrested DevOps #84 (https://www.arresteddevops.com/yelling-at-cloud/) Old Geeks Yell At Cloud With Andrew Clay Shafer & Bryan Cantrill Epic rants. Also, Bryan Cantrill sounds like Bob Odenkirk Enjoying Westworld and everything Brandon recommended months ago Coté: Butternut-squash hash (http://www.paleorunningmomma.com/butternut-squash-hash-paleo-whole30/).

In a too rare spate of social commentary, we start talking about the price of hipster avocados in Australia and US health insurance. With one of our favorite analysts moving over the enterprise side, we talk about what it'd be like going through that door. We then wrap up talking about Canonical's IPO talk, related OpenStack market discussion, and then use CyberArk's acquisition of Conjur to discuss the state of privileges access management (PAM). We end, as always, with recommendations, including some CostCo discussion. See the full show notes at http://www.softwaredefinedtalk.com/94 Mid-roll DevOpsDays MSP, July 25th to 26th: get 20% off registration with the code SDT (https://devopsdays-minneapolis-2017.eventbrite.com?discount=SDT) (Thanks, Bridget!). Coté: CF Summit June 13 to 15, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/). 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays (https://www.springdays.io/ehome/index.php?eventid=228094&) SpringDays.io Get half-off with the code SpringDays_HalfOff Chicago (May 30th to 31st) (https://www.springdays.io/ehome/spring-days/chicago) New York (June 20th to 21st) (https://www.springdays.io/ehome/spring-days/new-york) Atlanta (July 18th to 19th) (https://www.springdays.io/ehome/spring-days/atlanta) Matt: ChefConf May 22-24 (https://chefconf.chef.io/2017/) NEXT WEEK! The news from Australia Y'all gotta get your avocado pricing under control (http://time.com/money/4778942/avocados-millennials-home-buying/?xid=time_socialflow_twitter). $1.50 for a large one is about the ceiling 'roind here. As ever (https://twitter.com/alexkotch/status/864170776873840640), the first step of your life-plan should be to become independently wealthy in your early 20s. Go work in a coal-mine otherwise. Also, pro-tip: if you're rich, your default position on social commentary should generally by STFU. Matt needs a driver's license Health-insurance choices HSA is probably a good idea. Better get a FAX machine. This is a trigger issue for Coté, beware. Donnie Berkholz at Carlson Wagonlit He Tweetered it (https://twitter.com/dberkholz/status/862706228127965184): "to help them with their DevOps journey." He's a VP! (https://www.linkedin.com/in/dberkholz/) - exec level #AchievementUnlocked He says: " With an all-new CEO and CPO/CTO, we're making a major pivot to become a software company focused on travel, rather than a travel agency with some apps." It'll be fun to see (hopefully!) what his group actually procures, uses, and does. He's already on that "welcome to enterprise software" shit (https://twitter.com/dberkholz/status/862494049160355840): "Current status: Hating on vendors that don't publicly post pricing." Conference, travel, expenses? - like Concur/Amex travel? I recall using them for a lot of travel in the analyst days. Checks out (https://en.wikipedia.org/wiki/Carlson_Wagonlit_Travel): "Headquartered in Amsterdam, the company reported $23 billion in total transaction values[2] in 2016 and recorded almost 59 million transactions. The company has over 18,000 employees across nearly 150 countries." Their owner, Carlson (https://en.wikipedia.org/wiki/Carlson_Companies) (yes, of hotel fame, but also used to own things like TGI Friday's [from 1975 to 2014] (https://en.wikipedia.org/wiki/T.G.I._Friday%27s)) is in MN. But then the hotels were bought by a Chinese group, HNA (https://skift.com/2016/12/09/hna-closes-its-acquisition-of-carlson-hotels/)? So now, Carlson Group is mostly just Wagonlit? Canonical Eying an IPO? Coté's notebook on the topic (https://cote.io/2017/05/09/canonical-refocusing-on-ipoing-momentum-in-cloud-native-highlights/). Link (http://www.zdnet.com/article/canonical-starts-ipo-path/): "in the last year, Ubuntu cloud growth had been 70 percent on the private cloud and 90 percent on the public cloud." In particular, "Ubuntu has been gaining more customers on the big five public clouds." 5? Still, there is "no timeline for the IPO." First, Shuttleworth wants all parts of the slimmed down Canonical to be profitable. Then "we will take a round of investment." After that, Canonical will go public. The S1 filing is going to be fascinating. Mirantis still into OpenStack, Coté was straigh-up wrong (https://techcrunch.com/2017/04/19/mirantis-launches-its-new-openstack-and-kubernetes-cloud-platform/): "The new platform allows users to deploy multiple Kubernetes clusters side-by-side with OpenStack — or separately." CyberArk Buys Conjur "DevOps" is used 19 times in the press release (https://www.cyberark.com/press/cyberark-acquires-conjur-revolutionizing-devops-security-drive-greater-business-agility/). Coté: so, is this like "vault" type stuff in cloud-native land? Coté talked with a CyberArk SE at DevOpsDays Austin, they had a booth! 451 report from Garrett Bekker (https://451research.com/report-short?entityId=92456&type=mis&alertid=473&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=92456-A+whiff+and+a+homer%3A+CyberArk+misses%2C+but+adds+DevOps+security+with+Conjur+pickup): "privileged access management (PAM)" "Conjur [founded in 2013] marks CyberArk's third acquisition, following the 2015 pickups of endpoint security vendor Cybertinel for an undisclosed sum and Windows least privileged management and application whitelisting firm Viewfinity for $30m. CyberArk paid $42m in cash and we estimate a multiple slightly north of 10x trailing revenue, potentially boosted by a competitive bid. Once the transaction closes, 20 Conjur employees will join CyberArk." Conjur's "three core products are Privileged Access Management for managing 'secrets' such as SSH keys, Dynamic Traffic Authorization for controlling and brokering access to resources, and Compliance Monitoring for real-time reporting." Founded in 1999, CyberArk "went public in September 2014 and is currently valued at about $1.7bn, with 2016 revenue of $216m." JJ on avoiding SSH (http://www.cote.show/21), Coté Show #21. BONUS LINKS! Not covered in the show. GNU GPL Stands Up In Court Keith Collins, Quartz write-up (https://qz.com/981029/a-federal-court-has-ruled-that-an-open-source-license-is-an-enforceable-contract/). Appears willful, embedding GPL software implicitly accepts the license. It's over (http://www.lexology.com/library/detail.aspx?g=98d5ec53-ce49-40fc-a2e4-7a1c84a2aa46): "Ghostscript—an interpreter for the PostScript language and the Adobe Portable Document Format (PDF)." It has dual-licensing, a la MySQL and friends. "Hancom issued a motion to dismiss the case on the grounds that the company didn't sign anything, so the license wasn't a real contract." "[Judge Jacqueline Scott Corley] denied the motion, and in doing so, set the precedent that licenses like the GNU GPL can be treated like legal contracts, and developers can legitimately sue when those contracts are breached." This has come up for Artifex as well, back in 2008 (https://www.techdirt.com/articles/20081104/1621182738.shtml). Not sure what this lawyer-cant is (http://www.lexology.com/library/detail.aspx?g=98d5ec53-ce49-40fc-a2e4-7a1c84a2aa46), but: "A few aspects of the decision are of particular interest to the open source community. For example, Hancom argued that Artifex could not plead breach of contract for violation of GPL and could not request specific performance of the terms of GPL. Hancom also argued that copyright damages were not available because the GPL grants royalty-free rights." More: "Here, in denying a motion to dismiss, the District Court only holds that the claims may proceed on the theories enunciated by Artifex, not necessarily that they will ultimately succeed." More history and context from Kieren McCarthy, at The Register (https://www.theregister.co.uk/2017/05/13/gnu_gpl_enforceable_contract/), which Coté didn't really read. DevOpsDays Austin Recap? Coté's main talk ("Not Actually a DevOps Talk") (https://www.youtube.com/watch?v=vIF4iAGx2Z0&feature=youtu.be&t=1h57m17s), and then Ignite (not up yet, but here's slides (https://www.slideshare.net/cote/surviving-thriving-in-a-big-compay)). Also, a rare chance to see me setting up for a talk (https://www.youtube.com/watch?v=vIF4iAGx2Z0&feature=youtu.be&t=1h55m46s), with all the cord shit and all. Nicole Forsgren's slides (https://www.slideshare.net/nicolefv/how-metrics-make-your-devops-awesome) Kelsey Hightower's talk, very personal and a great story (https://www.youtube.com/watch?v=36S7N7OZSTI&feature=youtu.be&t=45m30s). Videos are sort of up, just not cut-up (https://www.youtube.com/channel/UCK65QYThGym3D6eNxw3rn_A/videos). WannaCry Windows XP still? Realish-time twitter bot watching ransomware payments into the BitCoin accounts (https://twitter.com/actual_ransom/). Find it with InSpec and fix it (https://blog.chef.io/2017/05/15/detecting-wannacry-exploit-inspec/). Linux in the Microsoft Store - Pigs seen flying over Redmond (https://www.engadget.com/2017/05/11/microsoft-will-offer-3-flavors-of-linux-on-the-windows-store/) "Straightening" Out the Moby Story Coté: at the end of this, it seems like a pretty small deal to normals, only vendors should care…? From Lee Calcote at TheNewStack (https://thenewstack.io/what-is-the-moby-project/). ## Rackspace + Dell EMC Doing OpenStack Partnership (https://blog.rackspace.com/rackspace-dell-emc-team-revolutionize-private-cloud) Recommendations Brandon: Nobel Sandwich (http://noblesandwiches.com/), in Austin, esp. breakfast/brunch. Freakonomics episode: "Why is my life so hard" (http://freakonomics.com/podcast/why-is-my-life-so-hard/) Matt: Catastrophe Season 3 (http://amzn.to/2pHxj0H) - profane, realistic comedy with Rob Delaney and Sharon Horgan (Amazon/BBC) Fuzzes search engines to prevent them from profiling you (http://www.cs.nyu.edu/trackmenot/). Coté: Early on use, but, Google Photos (https://photos.google.com) - the XKCD perspective](https://xkcd.com/1832/) on photo management. Coté's Apple photo management rant in episode 22 of the Coté Show (http://www.cote.show/22). Also, butterfly your CostCo chicken breasts (eating just one half, or both) and cook to about 150-155 degrees, letting it heat up to 165 on the plate (http://www.seriouseats.com/2016/10/how-to-take-meat-temperature-thermometer-cooking-doneness.html). Much better than figuring out the wicked problem of cooking a full, thick breast.

There's much news in the container world with DockerCon and Red Hat having had conferences, plus Docker gets a new CEO. We also do a hindsight analysis of what wrong with the losers of the Cloud Wars. And, as always, recommendations from the three of us. Mid-roll Coté: CF Summit 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - 20% off registration code: cfsv17cote Coté: Want 2 days of Spring knowledge? Check out SpringDays in ATL, NYC, and Chicago (https://www.springdays.io/ehome/index.php?eventid=228094&). Get 50% w/code SpringDays_HalfOff: SpringDays.io in Chicago (May 30th to 31st) (https://www.springdays.io/ehome/spring-days/chicago), New York (June 20th to 21st) (https://www.springdays.io/ehome/spring-days/new-york), and Atlanta (July 18th to 19th) (https://www.springdays.io/ehome/spring-days/atlanta) Coté: OSCON Expo Plus (https://conferences.oreilly.com/oscon/oscon-tx/public/content/exhibitplus) discount: I wanted to present to you a Free Expo hall Plus Pass for OSCON coming to Austin May 10/11. You get way more than just a pass to the expo, it also covers three full-day events: TensorFlow Day, InnerSource Day, and our Open Container Summit. If you are interested, you can use the code AUSTIN at checkout. You can see the entirety of what is offered here (https://conferences.oreilly.com/oscon/oscon-tx/public/content/exhibitplus). Matt: ChefConf May 22-24 (https://chefconf.chef.io/2017/) Matt Ray’s APAC Biz Travel Fun 5 different airlines in a month. Emirates is the best. This is why we can’t have nice things - American Airlines raises pay. Red Hat. Some cloud stuff we need to read-on more. Check out Coté's summary of a recent Brian Gracely post on the OpenShift momentum (https://cote.io/2017/05/01/red-hat-openshift-momentum-highlights/). Cloud Rules Everything Around Me As summarized by Derrick (http://news.architecht.io/issues/architecht-daily-it-s-earnings-and-ipo-season-for-cloud-and-cloudera-55782) (via CNBC (http://www.cnbc.com/2017/04/27/microsoft-azure-growing-faster-than-aws-google-cloud-behind.html): AWS brought in $3.66 billion in revenue, which was up 42 percent from last year. However, year-over-year growth dropped from last year’s first quarter. Microsoft’s “Intelligent Cloud” unit, which includes Azure, grew 11 percent, to $6.8 billion. Microsoft doesn’t break out Azure revenue specifically, but said Azure saw a 93 percent increase in revenue over last year. Google Cloud is buried somewhere in “Other Bets” on Alphabet earnings, a segment that grew 50 percent to $3.1 billion. What’s the Halo Effect on this? It’s easy to blame the big vendors for shying away from public cloud but it was some scary shit, business-case wise, back in 2008. Verizon sells cloud stuff to IBM (http://www.zdnet.com/article/ibm-to-snap-up-remnants-of-verizons-cloud-managed-hosting-business/). Docker is now Moby, wait what? LinuxKit - the host OS, where you run the containers. “Moby (https://mobyproject.org/) is recommended for anyone who wants to assemble a container-based system” Moby = open source development Docker CE = free product release based on Moby Docker EE = commercial product release based on Docker EE Moby is the name of the upstream umbrella project supervising the open source pieces that are used to build Docker, which is now the commercial-focused product Docker CE/EE Letter about Moby (https://osenetwork.com/2017/04/21/)an-open-letter-to-docker-about-moby/ Moby is Fedora, Docker is like RHEL, Eclipse, Genuitec. Coté’s Notebook on Moby and such (https://cote.io/2017/04/22/the-news-from-docker-land-plus-the-money-being-fought-over-notebook/) Coté's Notebook on Docker's new CEO (https://cote.io/2017/05/03/dockers-new-ceo-steve-singh-highlights/). BONUS LINKS! Not covered in show. EngineYard done! Press Release (http://finance.yahoo.com/news/engine-yard-leader-ruby-rails-131500016.html) A snarky Tweet (https://twitter.com/craig_tracey/status/857004524447432704) Another Press Release (http://www.prnewswire.com/news-releases/engine-yard-a-leader-in-ruby-on-rails-acquired-by-crossover-to-become-a-full-stack-ruby-platform-300444820.html) Jay Lyman at 451 (https://451research.com/report-short?entityId=92309&type=mis&alertid=445&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=92309-Engine+Yard%27s+end+of+the+road+is+acquisition+by+Crossover): “It generated revenue of about $36m in 2016.” - I seem to recall that EngineYard would report on revenue. “Native” Windows Server Support for Docker Link (https://blogs.technet.microsoft.com/hybridcloud/2017/04/18/dockercon-2017-powering-new-linux-innovations-with-hyper-v-isolation-and-windows-server/) “Linux containers running natively on Windows Server through our Hyper-V isolation technology” Sysdig Docker Usage Report 2017 Link 1 (https://sysdig.com/blog/sysdig-docker-usage-report-2017/) Link 2 (http://www.infoworld.com/article/3189385/open-source-tools/kubernetes-is-king-in-container-survey.html) Always fun to read “real” numbers 10 containers/host and Kubernetes out in front Microsoft and the NSA Exploits Leak Link (https://blogs.technet.microsoft.com/msrc/2017/04/14/protecting-customers-and-evaluating-risk/) Patch your servers and run modern versions people. Amazon’s Coming to Australia Link (http://mashable.com/2017/04/19/amazon-confirms-australia-expansion/) “The moment Australian retailers have dreaded is here. “ Intel Drops out of OpenStack Innovation Center Link (http://fortune.com/2017/04/14/intel-openstack-project-rackspace/) 30 Rackers moving internally, Intel is still participating within OpenStack Huawei Want to Enter the Cloud Fray Link (http://www.cbronline.com/news/cloud/public/cloud-wars-huawei-enters-fray-sets-sights-aws/) Everybody wants a piece of AWS Microsoft buys Deis Coté’s notebook on the topic (https://cote.io/2017/04/10/microsoft-buys-deis-deeper-into-kubernetes-1-1bn-container-market-notebook/). Oracle Buys Wercker Link (http://blog.wercker.com/oracle) “container lifecycle management” - foundation for a container PaaS if you tie it to the StackEngine acquisition? How Many Data Centers Needed World-Wide Link (http://perspectives.mvdirona.com/2017/04/how-many-data-centers-needed-world-wide/) Deep cut from James Hamilton, AWS Datacenter guru Re: Oracle “if you assume the big three are spending roughly equally, how can $1.7B compete with more than $10B when it comes to serving customers?” “2+1 redundancy is cheaper than 1+1 and, when there are 3 facilities, a single facility can experience a fault without eliminating all redundancy from the system. Consequently, whenever AWS goes into a new region, it’s usual that three new facilities be opened rather than just one with some racks on different power domains.” “latency is not the prime driver of very large numbers of regions” “being close to population centers and major communications hubs matters to most operators more than cooling costs” Canonical/Ubuntu priorities Link (https://insights.ubuntu.com/2017/04/05/growing-ubuntu-for-cloud-and-iot-rather-than-phone-and-convergence/) Dropping Unity desktop and phone stuff in favor of desktop, cloud & IOT BrickerBot Bricks Unsecured IOT Devices Link (https://www.bleepingcomputer.com/news/security/new-malware-intentionally-bricks-iot-devices/) “BrickerBot the work of a vigilante?” OmniTI Shutting Down OmniOS Development Link (https://lists.omniti.com/pipermail/omnios-discuss/2017-April/008699.html) Open source Solaris-compatible clone “OmniTI will be suspending active development of OmniOS” Apple makes GarageBand, iMovie and iWork free Link (http://www.theverge.com/2017/4/18/15344834/apple-free-apps-garageband-imovie-pages-keynote-numbers) MacOS and IOS! Keynote is the best, why not open source for an attempt at cross-platform? Recommendations Brandon: S-town podcast (https://stownpodcast.org/), some background from the creator (https://longform.org/posts/longform-podcast-239-brian-reed). Matt Ray: Google Translate video realtime AR stuff. Coté: The Big Sleep (http://amzn.to/2pyAeak).

Snap is looking to spend billions on AWS and Google Cloud over the next five years. We talk about what exactly that could be for, then check in with Google's social strategy and thermostat strategies; meanwhile, the America Fuck Yeah crew wants to start gathering passwords at the boarder. Also, Brandon lays out the case that an open-core monitoring startup is a hard row to hoe. Also, Baltimore is not in Maine. (But Coté is pretty sure it actually is.) Mid-roll Coté: we're a media sponsor for DevOpsDays Baltimore (https://www.devopsdays.org/events/2017-baltimore/welcome/), March 7th to 8th. No discount code yet, but we're getting one. Coté: Come see me talk at the Austin Cloud Meetup, Feb 22nd (https://www.meetup.com/Austin-Cloud-Native-Meetup/events/237172788/) Matt: Microsoft Ignite Australia: Chef will have a booth & a talk (https://events.chef.io/events/microsoft-ignite-australia/) ChefConf ChefConf 2017 Teaser (https://www.youtube.com/watch?v=DhHpt-Xhj84) Coté: check out Pivotal's DIY platform paper (http://softwaredefinedtalk.com/diyplatform). tl;dr: for $7m/year with a two year on-ramp, you could build you own, or just buy Pivotal Cloud Foundry. Many of our customers have gone down this path and ended up not wanting to support the life of their own platform...which doesn't match the pace of innovation that the Cloud Foundry community can follow. Check out softwaredefinedtalk.com/diyplatform (http://softwaredefinedtalk.com/diyplatform). SnapChat's S-1 The S1 (https://www.sec.gov/Archives/edgar/data/1564408/000119312517029199/d270216ds1.htm) "We had 158 million Daily Active Users on average in the quarter ended December 31, 2016" "We have committed to spend $2 billion with Google Cloud over the next five years." - perhaps 10% of their billing. Also (http://venturebeat.com/2017/02/09/snap-will-spend-1-billion-on-aws-through-2021/): "Snap will spend $1 billion on AWS through 2021." Coté Show interview with former cloud boy, JJ (http://www.cote.show/21). The McLaughlin Group covers Google: What's up with them! Robots opening doors (https://www.youtube.com/watch?v=NeFkrwagYfc&index=5&list=RDYEjQMMhDkjU). Google, Nest, and DropCam (https://arstechnica.com/gadgets/2016/06/nests-time-at-alphabet-a-virtually-unlimited-budget-with-no-results/) - despite rocky start, maybe it's just a slow ramp-up, they have 50% y/y growth. People think GCP is the shit. "Purity vs. pragmatism." Corrections "Barra-mundi" (https://twitter.com/owenhollands/status/826326363367837696) Pronunciation tips (https://www.youtube.com/results?search_query=barramundi+pronunciation) Thing to get angry about this week DHS considering asking foreigners for passwords (https://www.theregister.co.uk/2017/02/08/dhs_wants_enhanced_digital_vetting/) I mean, really? A criminal is just gonna let you see their stuff? They'll just delete it, set up fake accounts, etc. It's not like popping the trunk for a thief and finding lock picks and guns in the boot: with digital crime tools and weapons, you can hide and subterfuge. And then the only people getting harmed are innocent people. What the fuck is wrong with these people, and more importantly the shit-for brains who voted for them? (How can we de-shit those brains for 2018?) Tweet about 3D chess of this meaning the government can't hack into your stuff...or can they?!?! CNCF Buys RethinkDB's Code and Donates to the Linux Foundation Not just marketing, but actually "freeing" code (https://www.cncf.io/blog/2017/02/06/cncf-purchases-rethinkdb-source-code-contributes-linux-foundation-apache-license) Switched from AGPLv3 to ASLv2 "Abby," (https://twitter.com/ab415/) head of the Cloud Foundry Foundation. See a recent discussion (https://soundcloud.com/pivotalconversations/filling-the-developer-skills-gap-with-abby-kearns-and-james-governor) with her and RedMonk's James Governor on developer skills in large organizations. $2.5 million VC for Sensu! Nagios replacement!!! (https://sensuapp.org/blog/2017/01/30/introducing-sensu-inc.html) Brandon has some advice (https://sensuapp.org/features#compare). BONUS LINKS! Not covered in episode Microsoft does Azure Patent Indemnification "The system is supposed to help ease the transition to the cloud by giving companies extra peace of mind. Right now, lawsuits over intellectual property relating to open source technology in the cloud are rare" Link (http://www.cio.com/article/3167724/cloud-computing/microsoft-launches-new-azure-intellectual-property-protections.html) "those companies operating in a multi-cloud configuration won't be entirely covered" Attempting to Categorize the Cloud Native Landscape Project in GitHub (https://github.com/cncf/landscape) Cloud native Landscape diagram (https://raw.githubusercontent.com/cncf/landscape/master/landscape/CloudNativeLandscape_v0.9.3.jpg) Cloud Displacing Intel's Enterprise Sales "Tectonic shifts in the pattern of Intel's business show the devastating speed at which cloud is displacing traditional enterprise server sales" Link (http://diginomica.com/2017/02/01/tectonic-shifts-at-intel-as-cloud-rips-into-enterprise-server-sales/) Slack Enterprise Grid should make user management easier Link (http://www.itpro.co.uk/collaboration-software/28001/slack-enterprise-grid-should-make-user-management-easier) Uber Steers Away from Trump "More than 200,000 customers had deleted their accounts." (Link (https://www.nytimes.com/2017/02/02/technology/uber-ceo-travis-kalanick-trump-advisory-council.html)) "Many employees were not satisfied with his answer. On Wednesday, Uber staff members followed up by circulating a 25-page Google document titled "Letters to Travis" to tell the chief executive how and why his willingness to engage with the administration had affected them." Puppet adds two vice presidents, hiring from Hewlett-Packard and EMC "Puppet replaced nearly its entire executive team in 2016, including its chief executive and chief financial officers. It hired six vice presidents last year." (Link (http://www.oregonlive.com/silicon-forest/index.ssf/2017/02/puppet_adds_two_vice_president.html)) Rackspace lays off 6% "Since being taken private [by Apollo], Rackspace has been working to trim its annual budget by 7%, or $100 million, according to documents filed with the Securities and Exchange Commission." (Link (https://therivardreport.com/rackspace-lays-off-200-locals-in-companywide-cuts/)) More figures from Barb Darrow (http://fortune.com/2017/02/08/rackpace-layoffs/). Brief 451 coverage from Al (https://451research.com/report-short?entityId=91609&type=mis&alertid=299&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=91609-Rackspace+lays+off+6%25+of+workforce): "After eight years as a public company, Rackspace went private in August 2016 in $4.3bn leveraged buyout with Apollo Global Management (https://451research.com/report-short?entityId=90092)." "Rackspace just announced a layoff of 6% of its 4,600 employees" "The company is expected to exceed $2bn in revenue and top 33% EBITDA margin for 2016." Meanwhile, AWS at ~$10bn for 2016 with something like 20-23% profit margin (OpInc based on 2016Q4 numbers (http://venturebeat.com/2017/02/02/aws-posts-3-53-billion-in-revenue-in-q4-2016-up-47-from-last-year/)), Azure and GCP catching up (http://www.geekwire.com/2017/cloud-report-card-amazon-web-services-12b-juggernaut-microsoft-google-gaining/): MSFT is probably $5-6bn, depending on how you categorize it. GCP probably $3bn at most (they don't break it out)? Other thing to get worked up about: eliminating remote work IBM on that colo shit (https://twitter.com/cote/status/829739491850022912) Brandon is safe! (He lives in Austin.) Coté: I won't deny that working in smelling range is the best. But, the gains never feel like enough to enforce it. Plus, mega-city congestion and resulting classist systems, cf. The Wealth of Humans (http://thenewstack.io/review-automation-wake-call-fill-vacuum-tech-ethics/). It's a problem that should be solved, not embraced. Recommendations Matt: Manly Daily newspaper, so much unbridled snark. Link (http://www.dailytelegraph.com.au/newslocal/manly-daily/naked-ice-suspect-swings-into-karate-kid-mode/news-story/03245799b7b0a33001c004e96c9765fd) RTJ on NPR (http://uproxx.com/realtalk/run-the-jewels-npr-tiny-desk-concert-video/). I'm not sure I can pull this off (http://uglyxmasrashie.com.au/). Coté: Ezra Klein interview with Kara Swisher (https://overcast.fm/+F_9GoG-WU). She's inspiring is several ways, not least of which in modeling a way to be politely strident and opinionated: the opposite of imposture syndrome (https://en.wikipedia.org/wiki/Impostor_syndrome). Also, his talk with the Hillbilly Elegy guy (http://www.vox.com/2017/2/2/14404770/jd-vance-trump-hillbilly-elegy-ezra-klein-show). I mean: most of the whole podcast, just skip the ones that look trivial and repetitive, e.g., we get it: Trump is a lunatic (https://twitter.com/TrumpDraws/status/830115871657910272). (See The Weeds (http://www.vox.com/the-weeds) and "The Nate Silver podcast." (https://fivethirtyeight.com/tag/politics-podcast/)) Brandon: Skiing in Solitude, Utah (https://skisolitude.com/). The Daily podcast (https://overcast.fm/itunes1200361736/the-daily), from NYT.

With a flurry of M&A over the past few weeks, we discuss some of the more popular ones: AppDynamics, Trello, and Apiary. These kind of buys are all about what the acquirer plans to do with the new “asset” and the financial health of the company being acquired. We discuss these recent acquisitions, including who the “losers” are. Also, the low-down on CostCo in Australia! Mid-roll Coté: I’m speaking at DevOpsDays Charlotte (https://www.devopsdays.org/events/2017-charlotte/agenda/), day two keynote, I think. Use the code SDT to get 25% off! Matt: Talking Chef at the AWS Sydney User Group (https://www.meetup.com/AWS-Sydney/events/232172236/) Microsoft Ignite Australia: Chef will have a booth & a talk (https://events.chef.io/events/microsoft-ignite-australia/) ChefConf ChefConf 2017 Teaser (https://www.youtube.com/watch?v=DhHpt-Xhj84) Coté: much self-promotion to catch up on: I’m writing more “original content” on my blog (https://cote.io/), and plan to write more; subscribe to my newsletter for a round-up of stuff I blog, sent out on Sunday night (http://us1.campaign-archive1.com/home/?u=ce6149b4008d62a08093a4fa6&id=806adba588), will tweak more. Also, in the “grim” vein, Coté reviews some books on "automation," (http://thenewstack.io/review-automation-wake-call-fill-vacuum-tech-ethics) which John Allspaw rightly says (https://www.facebook.com/drunkandretired/posts/10155023406864169?comment_id=10155023650914169&comment_tracking=%7B%22tn%22%3A%22R%22%7D) should be called "new technology," fair enough. The 1983 paper on automation and humans (http://www.bainbrdg.demon.co.uk/Papers/Ironies.html) is a good read too. CostCo field report: Australia It’s great! US: No need for a hot pizza sign holder. US: Rayban Wayfarers are like $130 now! AppDynamics files for IPO… Cisco says NOT SO FAST IPO filing... (http://finance.yahoo.com/news/appdynamics-files-ipo-133542304.html) “Our revenues for the fiscal years ended January 31, 2014, 2015 and 2016 were $23.6 million, $81.9 million and $150.6 million, respectively” Cisco (http://blogs.cisco.com/news/cisco-announces-enterprise-news) $3.7 billion, about a 14-17X multiplier (https://cote.io/2017/01/25/at-3-7bn-appdynamics-sells-to-cisco-at-17-3x-estimated/) Atlassian Buys Trello for $425 Million Wired coverage (https://www.wired.com/2017/01/trello-simple-app-worth-425-million-dollars/) 451 report, paywall (https://451research.com/report-short?entityId=91333). Public blog from 451 (https://blogs.the451group.com/techdeals/ma/atlassian-inks-its-biggest-buy-with-425m-collaboration-software-deal/). Oracle Buys Apiary “API Integration Cloud” (https://www.oracle.com/corporate/acquisitions/apiary/index.html) Coté’s coverage, with plenty more links (https://cote.io/2017/01/19/oracle-acquiring-apiary-api-design-for-the-660m-in-2020-api-market/): small asset working on a $660m API management market. BONUS LINKS! Not covered in show. HP Buys Stuff Cloud Cruiser for management/chargeback, $650 million (http://www.zdnet.com/article/hpe-to-acquire-cloud-cruiser-for-measuring-it-usage/) SimpliVity for converged systems, $650 million (http://www.forbes.com/sites/petercohan/2017/01/17/hewlett-packard-enterprise-pays-650-million-in-cash-for-simplivity/) You Know What DevOps Needs? An IEEE Standard They’re working on it (https://standards.ieee.org/develop/wg/DevOps.html) Twitter Google buying Fabric. Facebook still king. Do We Talk About Trump? OpenStack Summits leaving the US (https://www.openstack.org/blog/2017/01/supporting-our-global-community/) Red Hat, Microsoft, others making announcements against the Muslim ban Coté says: these people are proven idiots. Don’t work with them (https://cote.io/2017/01/30/tech-must-rethink-working-with-the-hobgoblins-cf-scorpions-turtles-trumptech/). Trump’s Twitter Moves Markets Apparently he watches Fox and parrots their lines (http://www.marketwatch.com/story/every-trump-tweet-activates-thousands-of-computer-algorithms-2017-01-12), so maybe someone at Fox is making a killing with “insider trading”? RethinkDB: Why We Failed Good read for how hard it is to crack the DB and OSS markets (http://www.defstartup.org/2017/01/18/why-rethinkdb-failed.html). “In hindsight, two things went wrong – we picked a terrible market and optimized the product for the wrong metrics of goodness.” Coté follow-up: be careful with TAM picking (https://cote.io/2017/01/21/choose-your-tam-wisely-and-remember-to-charge-a-high-price-rethinkdb/). Yahoo is Altaba … wut? (http://www.reuters.com/article/us-yahoo-m-a-verizon-idUSKBN14T2I7) Dreams $45bn (https://twitter.com/IvanTheK/status/818810602839744512) Google’s AI Awakening “How Google used artificial intelligence to transform Google Translate, one of its more popular services — and how machine learning is poised to reinvent computing itself.” Extensive article on Google’s AI push from back in December (http://www.nytimes.com/2016/12/14/magazine/the-great-ai-awakening.html) Alexa Amazon’s OS (https://stratechery.com/2017/amazons-operating-system/) Also, there’s an estimated 24.5m of these voice things around (https://cote.io/2017/01/26/alexa-how-many-of-your-type-exists/). ClusterHQ Shutting Down Docker storage startup shuts down (http://www.storagenewsletter.com/rubriques/start-ups/start-up-clusterhq-shutting-down/) Facebook’s 2016 Open Source Contributions Open source continues to be great for recruiting (and probably code) (https://code.facebook.com/posts/1058188987642144/facebook-open-source-2016-year-in-review/) Google buys Twitter’s Fabric CASH! (http://variety.com/2017/digital/news/google-buys-fabric-from-twitter-1201962640/) Bruce Sterling/Jon Lebkowsky “State of the World” Always a good read (http://www.well.com/conf/inkwell.vue/topics/495/Bruce-Sterling-and-Jon-Lebkowsky-page01.html) Recommendations Brandon: RTIC 30oz Tumbler (http://amzn.to/2kNhcrw). Matt: Donate to the ACLU (https://www.aclu.org/). RTJ3 is out, and free (https://runthejewels.com/)! My 2016 year in the air (http://cem.re/year-in-review/3b675cc593dc326ec6d2835144db5800d0b28e35.html) Tennis ball making video (http://mentalfloss.com/article/83414/mesmerizing-video-shows-how-tennis-balls-are-made) Coté: big jar of green hatch! Get a 40 (http://amzn.to/2kHP6hQ)! Also, how to feed three people with one bean (https://www.youtube.com/watch?v=KqEVYbPw9lI&feature=youtu.be&t=1m26s).

We discuss possible effects that the Trump presidency will have on the tech world. The ideas are more or less known, but the details and whether they'd be enacted are sketchy and unreliable. Before that, of course, we talk about containers. This episode features Brandon Whichard (https://twitter.com/bwhichard), Matt Ray (https://twitter.com/mattray), and Coté (https://twitter.com/cote). Mid-roll Matt: Dec 1st and 2nd - DevOps Days Australia 20% discount code - SDT2016 (https://ti.to/devopsaustralia/2016-sydney/discount/SDT2016). Coté: Nov 16th - Cloud Native Roadshow in Omaha, next week (https://pivotal.io/event/cloud-native-workshop/omaha). Coté: Various dates - Pivotal Cloud Native Roadshows (https://pivotal.io/event/pivotal-cloud-native-roadshow) - Cincinnati - Nov 10 (https://pivotal.io/event/pivotal-cloud-native-roadshow/cincinnati); St. Louis - Nov 14 (https://pivotal.io/event/pivotal-cloud-native-roadshow/stlouis); Hartford - Nov 16 (https://pivotal.io/event/pivotal-cloud-native-roadshow/hartford); Denver - Nov 18 (https://pivotal.io/event/pivotal-cloud-native-roadshow/denver); New York - Nov 22 (https://pivotal.io/event/pivotal-cloud-native-roadshow/newyork); Los Angeles - Nov 28 (https://pivotal.io/event/pivotal-cloud-native-roadshow/losangeles). K8s Operators Stateful applications for K8s, a shot at Mesos (https://coreos.com/blog/introducing-operators.html)? Prometheus & etcd first examples (spark? hadoop?) This begs the broad question: so, what’s CoreOS’s business posture now? Azure Container Service, now with K8s Those Microsoft folks will just put anything that looks tasty in their cloud (https://azure.microsoft.com/en-us/blog/azure-container-service-the-cloud-s-most-open-option-for-containers/) - what a reversal from the Microsoft we grew up with. Docker in Production: A History of Failure From this dude’s perspective (https://thehftguy.wordpress.com/2016/11/01/docker-in-production-an-history-of-failure/): a failure of product management and stable releases. Bugs, documentation spotty, cleanup scripts, kernel support (Debian!?), aufs & overlay & overlay2, 7-hour outage with no post-mortem “Docker only moves forward and breaks things” “The docker hype is not only a technological liability any more, it has evolved into a sociological problem as well.” A retort… that mostly agrees (https://patrobinson.github.io/2016/11/05/docker-in-production/) “boring tech is what makes money” shiny tech makes resumes? Mesosphere Jay Lyman on the momemtum (https://451research.com/report-short?entityId=88226): “Mesosphere does not disclose its number of paying clients, but says it has dozens of large enterprise customers, its primary target. The company says its experience supporting software deployments in production is among its key differentiators, helped by the use of Apache Mesos by companies such as Twitter, Netflix, Airbnb, PayPal and Yelp, which was featured in a 451 User Deployment Report. Mesosphere says its focus is customer deployments of 500-1,000 nodes per day in production. It also says the bulk of its customers are licensees with professional services accounting for less than 10% of its clients, which tend to move to its subscription software.” TrumpTech, aka, “Putting the 400 lbs hackers on diets.” Turns out there is some marginally clear policy, just not McKinsey title mode versus white papers (http://www.vox.com/2016/11/10/13584390/donald-trump-first-100-days). Jonathan Shieber@Tech Crunch (https://techcrunch.com/2016/11/09/what-does-a-president-elect-trump-mean-for-silicon-valley-nothing-very-good/): "The biggest question facing millions of Americans this Wednesday is: just how much of what Donald Trump said on the campaign does he intend to actually try to make happen." (For example, Korea (http://www.vox.com/world/2016/11/10/13585524/donald-trump-phone-call-south-korea-park-geun-hye).) Dave Lee, at the BBC has a good laundry list: “Uncertainty, frustration and an increased fragility for the global home of tech innovation. Mr Trump certainly won't want to go down as the president who destroyed Silicon Valley, but the concern here is that of the few policies that have been explained in detail, some seem directly at odds with each other.” 10% repatriation program (http://blogs.barrons.com/techtraderdaily/2016/11/09/apple-adobe-cisco-citi-focuses-on-big-techs-big-trump-tax-windfall/) - tech companies have tons of cash abroad: Historic rates (http://www.investopedia.com/terms/r/repatriation.asp): “At the highest tax rate, corporations must pay 35% to repatriate capital, minus local taxes charged by countries in which the funds are held.” Hardware: “AAPL (93% of $230bln), CSCO (91% of $64.6B), IBM ($8.2B total cash, undisclosed % of cash held overseas but note 58% of earnings are from non US operations), HPE ($10.0B total cash, undisclosed % of cash held overseas but 65% of earnings are from non US operations), HPQ ($5.6B total cash, undisclosed % of cash held overseas but 65%-70% of earnings are from non US operations), JNPR (94% of $3.2B).” Software: “Specifically, some of the mid and large cap companies that have large cash balances “trapped” offshore are likely to benefit from being able to return a portion of this cash to shareholders. We note companies with high gross cash balances trapped offshore include: ADBE (85% of $4B – from 2015 10-K), ADSK (86% of $2.1B), CA (76% of $2.7B), CTXS (80% of $2.45B), FTNT (38% of $1.2B), ORCL (76% of $56B – pre-N), MSFT (96% of $113B – pre-LNKD purchase), RHT (42% of $2.0B), SYMC (93% of $5.6B – post-BC), VMW (77% of $7.5B), VRSN (68% of $1.9B). We believe the chances increase of a larger share repurchase or (lesser chance) dividend from these companies.” Apple & Amazon are not in a good situation (http://www.theregister.co.uk/2016/11/09/tech_trump_silicon_valley/) - they’ll be a good test of WTF happens. Meanwhile, tech stocks dropping a bit (http://www.marketwatch.com/story/tech-stocks-plunge-for-second-straight-day-after-trump-win-2016-11-10). Ovum has a shit ton of quick analysis, all free (https://www.ovum.com/us-presidential-election-2016/): Fear of US public cloud companies, globally (https://www.ovum.com/will-trump-presidency-mean-public-cloud-computing-2-2/). Remember the freak-out from NSA stuff? Same idea. I think the Gemans got over it. Outsources (https://www.ovum.com/providers-prepare-trump-presidency-potential-impact-global-delivery-2/): “A massive curtailing of H-1B visas, for example, will mean providers will need to make immediate shifts in what they’re able to offer customers locally, unless or until they’re able to compensate with talent.” “For providers, there’s also the unanswered question of the impact on US government spending.” [Education](https://www.ovum.com/trumping-expectations-now-us-public-sector-2/ - some proposals for de-centralizing, meaning fragmentation of IT spend. Government talent, regulations, and spending (https://www.ovum.com/trumping-expectations-now-us-public-sector-2/) - “If there is a large exodus of high-caliber and skilled staff, how will departments fill the gap? It also raises the question of funding for programs aimed at modernizing tech in the federal government such as F18 and FedRAMP. Trump might reduce the barriers to swapping out tech and push down expenditure that way. Certainly, the high cost and length of time needed to get Authority to Operate (ATO) under FedRAMP has been a barrier to uptake.” Telcos (https://www.ovum.com/trumps-victory-will-affect-us-telecoms-market/) - other than him stating he’d stop the AT&T/TimeWarner merger, telco stuff is very unclear. No one’s sure what the traditional Republican +/- Trump equals, or what the formula is. M&A from Brenon@451 (https://451research.com/report-short?entityId=90759&type=mis&alertid=211&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=90759-In+Trump%2C+an+M%26A+watchdog+with+more+bite): “Chinese buyers probably won't be shopping as freely in the US in the coming years.” They spent $14bn this year, I think. Chinese buyers have recently picked up Ingram Micro, which swings nearly $50bn worth of tech gear and services each year, 25-year-old printer maker Lexmark and even a majority stake in the gay dating app Grindr." Also see shorter blog post with chart of Chinese M&A spend (https://blogs.the451group.com/techdeals/investment-banking/in-trump-a-tech-ma-watchdog-with-more-bite/). Snowden for Head of NSA! (https://twitter.com/realDonaldTrump/status/346998236776640513). Follow-up That’s how you do it! (https://twitter.com/simonmcc/status/794951901720805376) We got actual comments (http://www.softwaredefinedtalk.com/77#disqus_thread)! BONUS LINKS! Not covered in episode Matt wrote up an Amazon ECS thing The blog entry (https://blog.chef.io/2016/11/07/habitat-amazon-elastic-container-service/) Doing Business in Japan Not new, but a good primer (http://www.kalzumeus.com/2014/11/07/doing-business-in-japan/). Recommendations Brandon: New season of The Startup podcast (https://gimletmedia.com/episode/shadowed-qualities-season-4-episode-3/) Matt: TransferWise (https://transferwise.com/u/matthewr9) for transferring money abroad. A16Z on TransferWise (https://a16z.com/2016/01/29/a16z-podcast-when-banking-works-like-my-smartphone/). Coté: “Tighten Up.” (https://open.spotify.com/track/2pBgtxhgqevCHEnJ7W5UKI), Archie Bell & The Drells - once you’re done being depressed, get your shit back together. HSAs. Meanwhile, this “pastrami burger” (https://www.instagram.com/p/BMpHcIhDJkk/) at 3 Greens Market (http://3greensmarket.com/) in Chicago is AMAZING.

Summary Big shakes in cloud land this week with VMware and AWS partnering up. Is this the hybrid cloud enterprises have been dreaming on? We also cover systems of records, Oracle, and something about Google phones. It’s a regular episode on all the hot topics! See full show notes: http://cote.io/sdt75 Listen above, subscribe to the feed (or iTunes), or download the MP3 directly. With Brandon Whichard, Matt Ray, and Coté. Sponsors/Mid-roll Check out cote.io/promos/ for more - free books, free cloud time, etc. Also: Lords of Computing is now Coté.show. Will put upcoming DrunkAndRetired.com special episode in there. And as always check out Pivotal Conversations. Nov 2nd - Pivotal Kansas City roadshow, Coté’ll be there. For more DevOps awesomeness, join the Chef Community Summit, October 26th and 27th in Seattle, WA. This Open Space event provides a great opportunity to connect with the DevOps Community and Chef Engineers over two days of engaging sessions and hallway discussions. Bring your ideas, passion and excitement for Chef and DevOps to this highly interactive event. Go to summit.chef.io to register for this awesome event and use the code PODCAST to get 10% off your ticket! DevOps Days Australia 20% discount code - SDT2016. Matt at DevOps Sydney October 20. Matt at AWS North Sydney October 25. Show notes Follow-up Buy-side commentary on Oracle storming the AWS castle Those reviews are awesome, thanks so much! I’ll be re-jiggering the podcast back end again, so expect some annoying weirdness (fireside.fm appears to be awesome, if expensive) So who’s buying Twitter? Tyler Cowe’s short term focus and going private escape hatch. VMware and AWS “VMware Cloud on AWS” “The service will be operated, sold and supported by VMware (not AWS) but integrate with the rest of AWS’ cloud portfolio (think storage, database, analytics and more).” https://medium.com/@cloud_opinion/aws-blinked–20cddbb537ed#.9cuvcp75o “these customers will go to Cloud, but its really a glorified co-lo.” “AWS should be encouraging customers to develop their workloads to take advantage of Cloud ( microservices, serverless etc ) and not delay it further.” InfoWorld piece: They keep talking about hybrid cloud, but what does that mean here? Just “we use multiple cloud types/providers,” or one application running across different clouds? “As part of the deal, VMware will be AWS’s preferred private cloud partner and Amazon will be VMware’s preferred partner in the public cloud.” Some MSP action: “One of the key differences between this deal and the one VMware announced with IBM in February is that this service is being offered and managed by VMware.” “Interested customers can request access to the service’s private beta starting Thursday, but VMware doesn’t expect the service to be live until early next year. General availability of VMware cloud on AWS will have to wait until even later in 2017.” Brief 451 note No data in DevOps Google Devices Roundup, and AI interlude Revisiting the Apple or Google ecosystem question. I hate having to think about ecosystems when buying electronics. And AI. Walt Mossberg Thinks Siri is Dumb Wired Interview with Obama - dude knows AI. BONUS LINKS, not covered in podcast Container Madness! Nothing much new, just content to riff on Microsoft shipping Commercially Supported (CS) Docker Engine Red Hat and containers - relabel, transitioned from originally a PaaS to CaaS. DockerCon coming to Austin Opentracing joins the Cloud Native Computing Foundation Announcement Open tracing Luke transitions to new Puppet CEO Luke’s announcement in Twitter Luke is one of the main people who started all this stuff, based on annoyance of BladeLogic, cfengine, etc. Did I ever tell the one of how I did a terrible sales job getting Reductive Labs signed up with RedMonk? The new dude looks like the real deal of enterprise infrastructure. Recommendations Matt: Warren Ellis’ Normal - From his latest newsletter “What science fiction, as a field, is good for, is looking at ten thousand possibilities at once," Zapp Branigan reading Trump quotes Brandon: Slate Plus. Also, Harry’s Blades. Coté: iPhone 7 Plus. Live Photos, Rotate mode, Bokeh stuff actually in beta, Home button takes getting used to, Two speakers is better?

SPONSOR See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too. Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry (http://pivotal.io/cloud-foundry-the-cloud-native-platform?utm_source=Cote-promo&utm_medium=LP-link&utm_campaign=Duncan-Winn-OReilly-Cloud-Native-eBook-Q116) or take Cloud Foundry for a test drive with Pivotal Web Services (http://try.run.pivotal.io/SDT?utm_source=cotepivotallandingpage&utm_medium=landingpage&utm_term=FreeTwoMonthsPWS&utm_content=button&utm_campaign=cote). See those and other things at cote.io/pivotal (http://cote.io/pivotal/). Show notes If you like video, see this episodes' video recording (https://www.youtube.com/playlist?list=PLk_5VqpWEtiWnQ7od08nzkB32oT4gnDiP). Samsung Buys Joyent Joyent notes (https://www.joyent.com/blog/samsung-acquires-joyent-a-ctos-perspective) Coverage from Venturebeat (http://venturebeat.com/2016/06/15/samsung-buys-cloud-infrastructure-provider-joyent-will-keep-operating-as-standalone-company/) "Until today, we lacked one thing. We lacked the scale required to compete effectively in the large, rapidly growing and fiercely competitive cloud computing market. Now, that changes," Microsoft acquires LinkedIn Press Release from Microsoft (http://blogs.microsoft.com/firehose/2016/06/13/microsoft-to-acquire-linkedin/) M&A Synergies Theoretical WTF'ing: Slideshare, extended to all Office formats (https://twitter.com/monkchips/status/742379875667955713). Login with LinkedIn + AD = SSO won (https://twitter.com/cloud_opinion/status/742383636507328513). Also (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo): "Massively scaling the reach and engagement of LinkedIn by using the network to power the social and identity layers of Microsoft's ecosystem of over one billion customers. Think about things like LinkedIn's graph interwoven throughout Outlook, Calendar, Active Directory, Office, Windows, Skype, Dynamics, Cortana, Bing and more." 433 million professionals in LinkedIn (from MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)). ...but it's probably all the same people, tho (https://twitter.com/MYDemaray/status/742386678363361280). "Along with the new growth in our Office 365 commercial and Dynamics businesses this deal is key to our bold ambition to reinvent productivity and business processes." (MSFT CEO, from MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)) Ads and dumb-AI context: "This combination will make it possible for new experiences such as a LinkedIn newsfeed that serves up articles based on the project you are working on and Office suggesting an expert to connect with via LinkedIn to help with a task you're trying to complete. As these experiences get more intelligent and delightful, the LinkedIn and Office 365 engagement will grow. And in turn, new opportunities will be created for monetization through individual and organization subscriptions and targeted advertising." (MSFT CEO, from MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)) LinkedIn growth since Dec, 2008: "Our team has grown from 338 people to over 10,000, our membership from 32M to over 433M and our revenue from $78M to over $3 billion." (MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)). Others from memo: Lydia training inline in MSFT apps; paid content in MSFT apps (a la Spiceworks); HR and recruiting. Deal PR deck (https://ncmedia.azureedge.net/ncmedia/2016/06/msft_announce_160613.pdf) - pretty good. I can see how the social graph and all the "semantic web sit" in LinkedIn, crossed with MSFT assets works well. One take on ads, doesn't like the Office angle, cause privacy, but oh wait: Google Apps and GMail (http://marketingland.com/microsofts-linkedin-acqusition-represents-huge-opportunity-bing-ads-180572) It's the 1 dataset MS can keep out of Facebook and Google's hands. https://trackchanges.postlight.com/9-things-microsoft-could-do-with-linkedin-2aec55c2bc72#.iv7cofd13 "Microsoft could improve LinkedIn": Microsoft designs for people who have to do boring things with computers in order to make money. It's the 9–5 software vendor. Previous big acquisitions (https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Microsoft#Acquisitions): Nokia for $7.2bn (http://www.theverge.com/2013/9/2/4688530/microsoft-buys-nokias-devices-and-services-unit-unites-windows-phone), Skype for $8.5bn, Xamarin for $400m. From 451 M&A coverage (https://451research.com/report-short?entityId=89397&type=mis&alertid=78&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=89397-Microsoft+connects+with+LinkedIn+with+%2426bn+acquisition): I-banker stuff: "Microsoft will pay $196 per share to acquire LinkedIn, a 50% bump up from where it was trading ahead of the deal announcement, although well behind the $250 each share was worth in November. The price tag values LinkedIn at 8.2x trailing revenue." "The company [Microsoft] must find new ways to differentiate. Integrations with LinkedIn offer potential functionality that will be challenging to duplicate. When the two companies are joined, there will be multiple ways that LinkedIn's member network, and the data from that, will go into improving Microsoft's Office and Dynamics apps, besides the other benefits from running a combined company." "LinkedIn's tools for recruiters account for 58% of the $860m in revenue it generated in the first quarter of the year [so, $3.440bn run rate]. When combined with educational material from its Lynda.com acquisition, HCM tools make up 65% of sales. Tools for marketers and premium subscriptions (including its offering for sales teams) each make up less than 20% of the business, and are the slowest growing parts of the business." "Microsoft is the world's largest software developer, with about $100bn in sales and a $400bn market cap." I-Bankers rejoice (http://blogs.barrons.com/techtraderdaily/2016/06/13/microsoft-for-linkedin-deal-shows-accelerating-pace-of-ma-says-ubs/)! Tim Anderson inadvertantly makes a good case of CRM/HCM (http://www.itwriting.com/blog/9393-microsoft-and-linkedin-some-early-thoughts.html) Private Equity buying Tech Companies Why private equity is buying up software companies (http://www.cnbc.com/2016/06/10/why-private-equity-is-buying-up-software-companies.html) The theory seems to be: SaaS companies are undervalued, and PE firms are looking to buy cheap assets and grow them, and re-exit them. This vs. the usual cut costs and re-exit then. Of course, Qlik and Ping aren't SaaS. Vista Acquires Ping Identity for $600m (http://techcrunch.com/2016/06/12/ping-shapes-new-identity-after-600-million-acquisition/) Symantec buys Bluecoat from Bain (http://techcrunch.com/2016/06/13/symantec-grabs-blue-coat-systems-for-4-65-billion/) bignews.chef.io It's habitat (https://habitat.sh) Habitat centers application configuration, management, and behavior around the application itself, not the infrastructure that the app runs on. Habitat is comprised of plan and build system, a supervisor, an HTTP interface on that supervisor to report package status, a depot, a communication model for disseminating rumors through a supervisor ring, and many other components. Check out the code (https://github.com/habitat-sh) Don't look at the camera, and don't smile - Cade Metz story (http://www.wired.com/2016/06/chef-just-took-big-step-quest-make-code-work-like-biology/) Adam Throwing Eggs at Nathan (https://www.youtube.com/watch?v=XD0vRW4G82U). Mid-roll Matt talking habitat (http://www.meetup.com/CloudAustin/events/228918510/) - June 21st in Austin! Coté in Poland next week (https://cote.io/2016/05/27/come-see-me-in-poland/). Pivotal Conversations podcast (https://soundcloud.com/pivotalconversations) - subscribe (http://feeds.soundcloud.com/users/soundcloud:users:232731292/sounds.rss). SpringOne Platform (https://springoneplatform.io/) – get $300 off your registration with the code pivotal-cote-300! Discounts to DevOpsDays: Get $50 off DevOpsDays Minneapolis (http://www.devopsdays.org/events/2016-minneapolis/), July 20th and 21st, with the code SDT2016. Cloud Native Roadshows (http://pivotal.io/event/pivotal-cloud-native-roadshow) - all year long, in many cities globally. Check 'em out (http://pivotal.io/event/pivotal-cloud-native-roadshow) and come learn about Pivotal and Cloud Foundry for free, including some lunch. As always, see Crazy Coté's Discount Codes and Special Promotions (https://cote.io/promos/) BONUS LINKS! Not covered in show. What enterprise wants from Google's cloud Google, in short, needs to learn to be boring (http://readwrite.com/2016/06/07/enterprise-wants-googles-cloud-pl1-2/) ...according to Gartner analyst Lydia Leong (https://twitter.com/cloudpundit/status/713825582719582209): "Azure almost always loses tech evals to AWS hands-down, but guess what? They still win deals. Business isn't tech-only." What a weird thread that is! "Greene is also tapping her VMware Rolodex, talking with big enterprise rivals like SAP SE, Microsoft and Oracle, to get more of their products into the Google cloud. That's must-have for some large companies, which need prepackaged software from these providers to run their businesses. No Oracle or SAP products are available on Google's cloud today. Microsoft and Oracle declined to comment, while SAP confirmed early talks." From Jack Clark's Bloomberg piece (http://www.bloomberg.com/news/articles/2016-03-22/google-s-greene-hastens-cloud-expansion-in-race-with-amazon). Docker, K8s and Mesos as Interoperability Targets Piece from TheNewStack (http://thenewstack.io/vendors-working-towards-k8s-docker-interoperability/) Meta Podcast Stuff Scrrips by Sticher (http://www.wsj.com/articles/e-w-scripps-buys-podcast-company-stitcher-1465239600) Future of Podcasting by Ben Thompson (https://stratechery.com/2016/the-future-of-podcasting/) Apple Announcement WWDC 2016: Apple's 8 key enterprise stories (http://www.computerworld.com/article/3083396/apple-mac/wwdc-2016-apple-s-8-key-enterprise-stories.html) Recommendations Brandon: Keepin it 1600 (https://theringer.com/keepin-it-1600-podcast-politics-election-jon-favreau-dan-pfeiffer-220924af4c94#.c8pj2lmhn). Radlolab Presents More Prefect (http://www.wnyc.org/shows/radiolabmoreperfect/). Matt: I miss Uber; Matt's gets Mercutio'ed (https://en.wikipedia.org/wiki/Mercutio) by Austin and Uber. Occupied (http://www.imdb.com/title/tt4192998/). Coté: Nine minute history of "old IBM" (http://www.marketplace.org/2016/06/08/world/profit-ibm) - Poison Ivy treatments: I gotcha covered, so to speak.