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Episode 89: The Shit Show Matrix, or, they’re following the playbook which is basically unprofitable
Docker’s new enterprise SKUs and, once again, the open-core model. Also: IPO mania with Snap and MuleSoft. In discussion Docker EE, we start with a discussion on how socket-based pricing may seem goofy, but all pricing schemes are pretty weird, so you gotta choose one. We then try to dissect what exactly you get with the enterprise edition and conclude that we should have done more prep work.
Mid-roll
Coté wrote about Java at The Register (http://www.theregister.co.uk/2017/03/03/pizza_roaches_and_java/).
Coté: CF Summit - June 13 to 15th, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - register with the code cfsv17cote for 20%!
Matt:
DevOps Melbourne March 28th (https://www.meetup.com/devops-melbourne/events/237351075/) Talking Compliance as Code
ChefConf May 22-24 (https://chefconf.chef.io/2017/) - early-bird pricing through March 31st
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.
Docker Goes Enterprise
Community Edition (CE) Enterprise Edition (EE) (https://blog.docker.com/2017/03/docker-enterprise-edition/)
Version jumps from 1.13.1 to 17.03 for monthly releases, very enterprisey.
Love the socket-based pricing (https://www.docker.com/pricing)
Solomon weighs in vs. Kubernetes (https://news.ycombinator.com/item?id=13774295) - what the fuck are these nerds even arguing about?
TPM has some good coverage (https://www.nextplatform.com/2017/03/02/docker-reaches-enterprise-milestone/)
Whichard’s Maxim of Enterpriseyness: Well, they added AD support. DONE-AND-FUCKIN-DONE!
MuleSoft Prepares to IPO
Link (https://techcrunch.com/2017/02/17/app-platform-company-mulesoft-files-for-ipo/)
I don’t get the proposed $100 million IPO when they took $259 million in funding. Please explain it to me.
OpenNMS on FLOSS Weekly
Open source monitoring for years and years (https://twit.tv/shows/floss-weekly/episodes/418)
HashiCorp News
Making Money With Freemium (http://www.forbes.com/sites/justinwarren/2017/02/23/jay-fry-leaves-new-relic-to-head-hashicorp-marketing/2/#2248032a235c)
“The question of how to make money from Open Source is a vexed one, with Red Hat frequently held up as the poster child of commercial open source success, yet it remains a lonely occupant of the category "Open Source Companies That Are Profitable”
Good Narrative fallacy going here: "The open source products are really focused on the practitioner," McJannet said. "The enterprise products are focused on the needs of the organisation."
August, 2016 (https://www.forbes.com/sites/justinwarren/2016/08/10/exclusive-david-mcjannet-joins-hashicorp-as-ceo/#71ad1dc7864d): “Hashimoto said HashiCorp has just finished its first 7-figure revenue quarter” Up from “triple-digit”/month in July 2015 (http://finance.yahoo.com/news/hashicorps-atlas-leaves-beta-triple-040100802.html). So, whatdwegot: $2-3m run-rate?
Twitter, SnapChat Facebook
Snap IPO is leveling out (http://www.businessinsider.com/snapchat-stock-price-falls-march-6-2017-2017-3).
Exstensive coverage from The Economist (http://www.economist.com/news/business/21716070-app-company-has-pioneered-distinctive-vision-internet-snaps-ipo-will-be-largest).
TAM (http://www.marketwatch.com/story/even-an-old-dude-knows-that-snap-isnt-another-twitter-2017-02-27): “The ad market is $652 billion worldwide and will hit $760 billion by 2020, research firm IDC says. Mobile-ad sales will triple — to $196 billion from $66 billion.”
Where’s Steve Gillmor when you need him (http://www.zdnet.com/article/getting-a-piece-of-the-action-the-attention-economy/)? See also closing plea in The Attention Merchants (book review from Coté forth coming once he finishes Chaos Monkeys): “If we desire a future that avoids the enslavement of the propaganda state as well as the narcosis of the consumer and celebrity culture, we must first acknowledge the preciousness of our attention and resolve not to part with it as cheaply or unthinkingly as we so often have.” SO ADORABLE!
The SnapChat demo is good but the The Snap Company Council looks weird (http://snap.netroadshow.com/retail/roadshow.aspx).
Facebook found a product but it was ugly (https://www.amazon.com/Chaos-Monkeys-Obscene-Fortune-Failure/dp/0062458191)
Ben Thompson picking on Twitter (https://stratechery.com/2017/twitter-live-and-luck/)
Hindsight fallacy
Twitter could have been WhatsApp or Instagram or something else...
BONUS LINKS! Not covered in show.
AWS S3 Outage
Good post-mortem here (https://aws.amazon.com/message/41926/)
Tweet (https://twitter.com/mathowie/status/836659635159379969)
Tweet (https://pbs.twimg.com/media/C5xo9n7UoAEfnCo.jpg)
TIL Google supports S3 API (https://news.ycombinator.com/item?id=13755673).
TIL The 11 9's of are for durability, and not availability. 99.9% is S3's monthly SLA (43 minutes downtime).
WTF Uber (...and The Rest of the Software Industry)?
Uber is Doomed (https://www.gizmodo.com.au/2017/02/uber-is-doomed/)
Reflecting On One Very, Very Strange Year At Uber (https://www.susanjfowler.com/blog/2017/2/19/reflecting-on-one-very-strange-year-at-uber)
I Am An Uber Survivor (https://medium.com/@amyvertino/my-name-is-not-amy-i-am-an-uber-survivor-c6d6541e632f#.msxr8pge9)
Uber SVP Leaves Over Previous Sexual Harassment Allegation (https://techcrunch.com/2017/02/27/ubers-svp-amit-singhal-leaves-company-because-he-didnt-disclose-a-sexual-harassment-allegation/)
Waymo Sues Uber (https://www.wired.com/2017/02/googles-robocar-lawsuit-kill-ubers-future-send-execs-prison/)
Uber Circumvents Authorities by “Greyballing” (https://www.nytimes.com/2017/03/03/technology/uber-greyball-program-evade-authorities.html)
Containers, Kubernetes AWS
Matt Asay (https://www.theregister.co.uk/2017/02/28/kubernetes_aws_great_undoing/?mt=1488387031974)
No More Pixel Laptops from Google
Link (http://daringfireball.net/linked/2017/03/01/pixel-towel)
“Google hasn’t backed away from laptops. We have the number two market share in the U.S. and U.K. — but we have no plans for Google-branded laptops.”
Texas Legislature Takes Action on Emojis
“although it is a nice flag” (http://www.capitol.state.tx.us/tlodocs/85R/billtext/html/HC00075I.htm)
Eve
View all episodes
By Software Defined Talk LLCDocker’s new enterprise SKUs and, once again, the open-core model. Also: IPO mania with Snap and MuleSoft. In discussion Docker EE, we start with a discussion on how socket-based pricing may seem goofy, but all pricing schemes are pretty weird, so you gotta choose one. We then try to dissect what exactly you get with the enterprise edition and conclude that we should have done more prep work.
Mid-roll
Coté wrote about Java at The Register (http://www.theregister.co.uk/2017/03/03/pizza_roaches_and_java/).
Coté: CF Summit - June 13 to 15th, 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - register with the code cfsv17cote for 20%!
Matt:
DevOps Melbourne March 28th (https://www.meetup.com/devops-melbourne/events/237351075/) Talking Compliance as Code
ChefConf May 22-24 (https://chefconf.chef.io/2017/) - early-bird pricing through March 31st
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.
Docker Goes Enterprise
Community Edition (CE) Enterprise Edition (EE) (https://blog.docker.com/2017/03/docker-enterprise-edition/)
Version jumps from 1.13.1 to 17.03 for monthly releases, very enterprisey.
Love the socket-based pricing (https://www.docker.com/pricing)
Solomon weighs in vs. Kubernetes (https://news.ycombinator.com/item?id=13774295) - what the fuck are these nerds even arguing about?
TPM has some good coverage (https://www.nextplatform.com/2017/03/02/docker-reaches-enterprise-milestone/)
Whichard’s Maxim of Enterpriseyness: Well, they added AD support. DONE-AND-FUCKIN-DONE!
MuleSoft Prepares to IPO
Link (https://techcrunch.com/2017/02/17/app-platform-company-mulesoft-files-for-ipo/)
I don’t get the proposed $100 million IPO when they took $259 million in funding. Please explain it to me.
OpenNMS on FLOSS Weekly
Open source monitoring for years and years (https://twit.tv/shows/floss-weekly/episodes/418)
HashiCorp News
Making Money With Freemium (http://www.forbes.com/sites/justinwarren/2017/02/23/jay-fry-leaves-new-relic-to-head-hashicorp-marketing/2/#2248032a235c)
“The question of how to make money from Open Source is a vexed one, with Red Hat frequently held up as the poster child of commercial open source success, yet it remains a lonely occupant of the category "Open Source Companies That Are Profitable”
Good Narrative fallacy going here: "The open source products are really focused on the practitioner," McJannet said. "The enterprise products are focused on the needs of the organisation."
August, 2016 (https://www.forbes.com/sites/justinwarren/2016/08/10/exclusive-david-mcjannet-joins-hashicorp-as-ceo/#71ad1dc7864d): “Hashimoto said HashiCorp has just finished its first 7-figure revenue quarter” Up from “triple-digit”/month in July 2015 (http://finance.yahoo.com/news/hashicorps-atlas-leaves-beta-triple-040100802.html). So, whatdwegot: $2-3m run-rate?
Twitter, SnapChat Facebook
Snap IPO is leveling out (http://www.businessinsider.com/snapchat-stock-price-falls-march-6-2017-2017-3).
Exstensive coverage from The Economist (http://www.economist.com/news/business/21716070-app-company-has-pioneered-distinctive-vision-internet-snaps-ipo-will-be-largest).
TAM (http://www.marketwatch.com/story/even-an-old-dude-knows-that-snap-isnt-another-twitter-2017-02-27): “The ad market is $652 billion worldwide and will hit $760 billion by 2020, research firm IDC says. Mobile-ad sales will triple — to $196 billion from $66 billion.”
Where’s Steve Gillmor when you need him (http://www.zdnet.com/article/getting-a-piece-of-the-action-the-attention-economy/)? See also closing plea in The Attention Merchants (book review from Coté forth coming once he finishes Chaos Monkeys): “If we desire a future that avoids the enslavement of the propaganda state as well as the narcosis of the consumer and celebrity culture, we must first acknowledge the preciousness of our attention and resolve not to part with it as cheaply or unthinkingly as we so often have.” SO ADORABLE!
The SnapChat demo is good but the The Snap Company Council looks weird (http://snap.netroadshow.com/retail/roadshow.aspx).
Facebook found a product but it was ugly (https://www.amazon.com/Chaos-Monkeys-Obscene-Fortune-Failure/dp/0062458191)
Ben Thompson picking on Twitter (https://stratechery.com/2017/twitter-live-and-luck/)
Hindsight fallacy
Twitter could have been WhatsApp or Instagram or something else...
BONUS LINKS! Not covered in show.
AWS S3 Outage
Good post-mortem here (https://aws.amazon.com/message/41926/)
Tweet (https://twitter.com/mathowie/status/836659635159379969)
Tweet (https://pbs.twimg.com/media/C5xo9n7UoAEfnCo.jpg)
TIL Google supports S3 API (https://news.ycombinator.com/item?id=13755673).
TIL The 11 9's of are for durability, and not availability. 99.9% is S3's monthly SLA (43 minutes downtime).
WTF Uber (...and The Rest of the Software Industry)?
Uber is Doomed (https://www.gizmodo.com.au/2017/02/uber-is-doomed/)
Reflecting On One Very, Very Strange Year At Uber (https://www.susanjfowler.com/blog/2017/2/19/reflecting-on-one-very-strange-year-at-uber)
I Am An Uber Survivor (https://medium.com/@amyvertino/my-name-is-not-amy-i-am-an-uber-survivor-c6d6541e632f#.msxr8pge9)
Uber SVP Leaves Over Previous Sexual Harassment Allegation (https://techcrunch.com/2017/02/27/ubers-svp-amit-singhal-leaves-company-because-he-didnt-disclose-a-sexual-harassment-allegation/)
Waymo Sues Uber (https://www.wired.com/2017/02/googles-robocar-lawsuit-kill-ubers-future-send-execs-prison/)
Uber Circumvents Authorities by “Greyballing” (https://www.nytimes.com/2017/03/03/technology/uber-greyball-program-evade-authorities.html)
Containers, Kubernetes AWS
Matt Asay (https://www.theregister.co.uk/2017/02/28/kubernetes_aws_great_undoing/?mt=1488387031974)
No More Pixel Laptops from Google
Link (http://daringfireball.net/linked/2017/03/01/pixel-towel)
“Google hasn’t backed away from laptops. We have the number two market share in the U.S. and U.K. — but we have no plans for Google-branded laptops.”
Texas Legislature Takes Action on Emojis
“although it is a nice flag” (http://www.capitol.state.tx.us/tlodocs/85R/billtext/html/HC00075I.htm)
Eve