The Cloudcast

2020 in Review, 2021 Predictions


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Aaron and Brian discuss the biggest trends from 2020, and make bold cloud computing predictions in 2021

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CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

PodCTL Podcast is Back (Enterprise Kubernetes) - http://podctl.com

SHOW NOTES:

PODCAST BUSINESS:

  • Over 1.5M listens in 2020
  • Thank you to all our 2020 sponsors: Datadog, MongoDB, UpCloud, DivvyCloud, strongDM, Logz.io, Taos, Studio3T, CloudAcademy, BMC, Fauna, Okta
  • 2020 Cloudcast Alum Acquisitions: 8 - Thousand Eyes (Cisco), Cumulus (NVIDIA), SwiftStack (NVIDIA), SaltStack (VMware), DivvyCloud (Rapid7), Big Switch (Arista), Rancher (SUSE), Kasten (Veeam)
  • The (live) Krispy Kreme Challenge is postponed in 2021 due to COVID-19. Need to figure out a fundraising initiative.

FORMAT CHANGES in 2021

  • “Look Ahead in 2021” shows in January
  • Still doing the normal, weekly technical shows, starting in February
  • Will be doing a shorter (15mins) technical show on Sundays, preview the Wed show
  • Will be launching the Cloudcast Basics podcast series in 2021 (@cloudcastbasics). 

TRENDS and MAJOR STORIES from 2020:

  • COVID sent everybody home. 2020 was the year of VDI and Desktop-as-a-Service.
  • Conferences went all virtual. Did anybody miss them? Did anybody do them well? 
  • More companies adopted the public cloud, since they couldn’t get into their data centers.
  • But we also found out the public cloud isn’t infinite resources (e.g. Azure had to prioritize existing customers, healthcare customers). Long-term investments matter. 
  • Did you have a favorite video conference service in 2020?
  • AWS: $46B, Azure: $30B-ish , GCP: $12-13B, Alibaba: $6-8B - Azure still doesn’t break out their revenues.
  • OSS-companies are growing their Cloud/Managed business (MongoDB, Confluent, RedisLabs, Red Hat, etc. - as well as others like VMware, Nutanix)
  • More companies are going cloud-only in their offerings (Snowflake, Tecton, Observ, etc.). Atlassian is moving away from the on-prem offerings (over next couple years)
  • ARM chips made their name in mobile phones, and now they are poised to take over desktops and public cloud (cheaper, faster) - NVIDIA bought ARM
  • AWS had an outage just before Thanksgiving - nobody is actually sure how AWS works behind the scenes. 
  • Hybrid Cloud is now officially a thing - AWS, Azure and GCP all have offerings, as well as every traditional vendor. 

2021 PREDICTIONS: Our 2020 Predictions from last year

Aaron’s Predictions

  • GitLab gets gobbled up
  • Event Driven Architecture (FaaS/Serverless) hits early majority status
  • (agreeing with Brian) 2021 will be the
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