The Cloudcast (@cloudcastpod) is the industry's #1 Cloud Computing podcast, and the place where Cloud meets AI. Co-hosts Aaron Delp (@aarondelp) & Brian Gracely (@bgracely) speak with technology and business leaders that are shaping the future of business. Topics will include Cloud Computing | AI | AGI | ChatGPT | Open Source | AWS | Azure | GCP | Platform Engineering | DevOps | Big Data | ML | Security | Kubernetes | AppDev | SaaS | PaaS .
Over $50B in M&A and VC Funding for guests (all-time)
Acquired: Red Hat, Rightscale, CoreOS, GitHub, Evident.io, Loggly, CloudHealth, VictorOps, Bonsai
IPO: Pivotal
Funding: SWIM.AI, Stryth Leviathan, Atomist, Kasten, Lightstep, Rubrik, Hashicorp, A Cloud Guru
Show Notes:
Previous Year Cloudcast Predictions: 2017, 2016, 2015, 2014,
Top Tech Trends (expected) in 2019 (via CBInsights)
Commercial Open Source Software Companies ($100B)
Cloudability - State of the Cloud (2018)
Big Trends:
Gartner IaaS MQ is down to 6 companies (AWS, Azure, GCP, Alibaba, IBM, Oracle)
AWS growing +40% ($25B revenues) and Azure revenues ~ $28-30B (but not explicitly broken out) - AWS claimed at re:Invent to have 51% market-share.
Big acquisitions around Open Source (Red Hat, GitHub, Hortonworks)
A new push by Open Source companies (Redis, Confluent) to change their licensing model to help protect them from public cloud providers taking their software and not giving back - http://dtrace.org/blogs/bmc/2018/12/14/open-source-confronts-its-midlife-crisis/
Big funding and investments around HCI and Backup HCI
Kubernetes continues to dominate containers and cloud-native (see: @PodCTL podcast)
New CEO at Google Cloud (Thomas Kurian)
Blockchain seems to need a new PR agency
Interest rates are rising (2 more raises are projected in 2019), which changes all the VC models
Tech Stocks (2018):
S and P 500: (-12.2%), DJIA: (-12%), NASDAQ: (-8%)