The Cloudcast #284 - 2016 Review & 2017 Predictions


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Dec 27 2016 68 mins   1
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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