The Cloudcast #284 - 2016 Review & 2017 Predictions

The Cloudcast - Un pódcast de Massive Studios

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

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Show Notes:
Housekeeping: 

  • Listens up 70% YoY; 50 Shows in 2016

  • 2017 will be the 7th year of the show. 
  • Thank you to 2016 Sponsors: Intel Cloud For All, Service Now
 
  • [DONATIONS] Krispy Kreme Challenge 2017
 
  • Most Popular Shows: Serverless, DevOps, Containers, Microservices) - all time shows all in 2016
 
  • VC Funding + M&A activities: now over $7.6B ($2.65B VC, $4.98B M&A, 25 acquisitions) - last year closed just north of $5B. 
 
  • The Cloudcast listed on several “watch lists” for Blogs/Podcasts
 
  • ServerlessCast (@serverlesscast) shows (red logo) in your pod-catcher
 
  • Weekly | Bi-Weekly “what to watch” shows ~ 10mins - (blue logo) in your pod-catcher
 
  • The Technical MBA” project

Looking Back at 2016:
Tech Acquisitions + M&A + IPO: 

  • Oracle bought NetSuite (SaaS consolidation)
  • Dell finalized acquisition of EMC/VMware/Pivotal (Hardware consolidation)
  • Nutanix IPO (down about 23%)
Software-Eating the World M&A:
  • Unilever acquires Dollar Shave Club (personality, online only)
  • Walmart acquires Jet (like Amazon.com)
  • GE Digital acquires ServiceMax (field services via cloud)
  • Capital One gives away Echo at AWS re:Invent

Prediction Topic 1 - Technology

  • Enterprises and the Public Cloud - how does this evolve? 

  • Containers (ecosystem) 
  • Serverless 

  • AI, Machine Learning, Data Gravity

  • SDN? Remember that?

  • (Hyper) Converged Infrastructure

Prediction Topic 2 - The Economy

  • VC funding has been down. Do we see fire-sale acquisitions?

  • Have VC moved out of the segment that we discuss on The Cloudcast? 

  • Will more legacy vendors go private-equity (eg. Cisco, Juniper, NetApp, etc.)?

  • Most have thrown in the towel on visions of public cloud

  • If the economy goes bad, does that help SaaS or IaaS more (capex vs. open)? 

Prediction Topic 3 - Politics

  • Will Trump pick a fight with Jeff Bezos? 

  • Will regulation impact things like autonomous driverless vehicles?

  • Will there be any efforts to encourage work outside the major tech areas?
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