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Amazon has narrowed down it’s search for a second headquarters to 20 cities. Is the promise of 50,000 jobs and $38bn shot into the local economy worth it? We don’t really know, of course, but we talk through some issues to consider and strategy frameworks for thinking through the question. Plus, we talk about bi-modal IT as relates to dad jeans, metaphorically speaking.
Brandon: All the Money in the World and Dark Money.
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This week, regular Software Defined Talk listeners get a free episode of our members only podcast. If you like this, sign-up to get access to these extra episodes, about every week. We do a deep reading and analysis of various types of tech content, marketing, and other ephemera from press releases, books, presentations, and white papers. Plus, as with this episode, we just talk about tech ideas and news in general, in the course of being a critic.
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Everyone’s freaking out about tech companies. What they mean by “tech companies,” of course is the combination of Facebook, Google, Twitter, Amazon, and maybe Netflix. They (mostly) mean companies who are using tech to disrupt their industries (media, retail, entertainment) and using the business models of tech companies. The line is, to be sure, fuzzy, but these are not companies that make their money from selling hardware, software, or even IT services (like Microsoft, Oracle, Red Hat, SAP, Pivotal, etc.).
This week, we look at one write-up of this freaking out from The Economist. They also have
Sure, there’s something wrong with all those chips, but what exactly is it? More importantly, how would you exploit it and protect yourself from it. This week, we talk about All The Great Chip Problems. And we also discuss some recent IT spending and forecasts, including survey results going over public versus private cloud deployments. There’s also some home automation (IoT!) talk, namely, Coté needs to find the problem this great solution solves.
451 tracks by survey with plans to put workloads across the different types of infrastructure:
PaaS in not included (see a recent round-up of PaaS market-sizings, tho), but for 2019: public cloud totals ~37% (or 46.3% if you included hosted), private cloud 53.6%
IDC’s tracks hardware spend:
Meanwhile, an analyst says Azure had a gain on AWS in Q4: “Amazon Web Services had 62 percent market share in the quarter, down from 68 percent a year earlier, KeyBanc's Brent Bracelin and other analysts wrote in a note on Thursday. Microsoft Azure jumped from 16 percent to 20 percent, and Google's share increased from 10 percent to 12 percent, they said.”
Also, more spending forecasts from Gartner:
The move to SaaS continuing: “Organizations are expected to increase spending on enterprise application software in 2018, with more of the budget shifting to software as a service (SaaS). The growing availability of SaaS-based solutions is encouraging new adoption and spending across many subcategories, such as financial management systems (FMS), human capital management (HCM) and analytic applications.”
Really, doesn’t that make the most sense for where to spend most of your priority? Clears out the under-brush. Perhaps there should be a split between “innovation” (customer IT) and “keep the lights on.” I often think bi-modal got lost in that distinction.
Hey, that sounds like Big Data! ‘"Looking at some of the key areas driving spending over the next few years, Gartner forecasts $2.9 trillion in new business value opportunities attributable to AI by 2021, as well as the ability to recover 6.2 billion hours of worker productivity," said Mr. Lovelock. "That business value is attributable to using AI to, for example, drive efficiency gains, create insights that personalize the customer experience, entice engagement and commerce, and aid in expanding revenue-generating opportunities as part of new business models driven by the insights from data."’
451’s surveys show more IT spending too: “fully 50% of the 872 respondents said their company is giving a ‘green light’ for IT spending. That was the highest reading since 2007, and 13 basis points higher than the average survey response for the month of November for the previous five years”
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With Cotê and Matt Ray away on vacation, Brandon takes over the feed to talk all about security. Andy Land from the CISO Exec Network joins us to breakdown what CISOs are worried about and what developers should know about security.
Special Guest: Andy Land.
What’s going to happen in 2018? No really knows, but people love predicting things this time of year. We can’t resist it so dip out toes in the same game and review some predictions from our friends at Gartner as well. Plus, a smattering of infrastructure software news and recommendations.
We finally get to the bottom of what this kubernetes thing is and is not, thanks to guest co-host, Andrew Clay Shafer. There is no co-host shortage.
Brandon: Long Shot, Netflix; Presentations: Ten Year Futures, Ben Evans.
Coté: finally got that AAdvantage Executive card.
Andrew: principals sections in the Google SRE book (still free!). Kubernetes Up and Running. Badass. Paper on ML indexing stuff.
Special Guest: Andrew Clay Shafer.
It’s SpringOne Platform this week so Coté reports on the Pivotal Cloud Foundry 2.0 announcements, shipping Pivotal’s kubernetes offering, serverless, and more. We also cover the left-over news from re:Invent. We also cover clothing options for San Francisco.
This is the last run, so get in there now or you’ll miss your chance to check out SolarWinds Cloud…and get that snazy t-shirt.
This episode is sponsored by SolarWinds Cloud, which just launched AppOptics during AWS re:Invent. In addition to the new converged application tracing and infrastructure monitoring platform, SolarWinds also released significant updates to Papertrail and Pingdom. Together they take a big step forward in advancing its strategy to unify full-stack monitoring across the three pillars of observability on a common SaaS-based platform.
And in case you didn’t make it to Las Vegas, you can still check out AppOptics and get your free launch t-shirt. Just go to www.solarwinds.com/sdt, sign up and be sure to check the details at the bottom.
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There’s no clever title this week, just straight to the point of covering the highlights of AWS re:Invent this week. They got the kubernetes now! There’s a passel of releases as well. We also discuss some other news like Meg Whitman leaving HPE (on good standing), net neutrality, WeWork buying Meetup, and Arby’s. For reals!
With Coté away attending to family matters, Matt Ray and Brandon have a lively discussion about the origins of VMware, product strategy and preview possible AWS Re:invent announcements. We also discuss how to celebrate Thanksgiving when you are an living down under. Most importantly, we reveal the new Software Define Talk logo!
This episode is sponsored by SolarWinds Cloud, Sign up for a free trial of SolarWinds AppOptics by visiting www.solarwinds.com/sdt and get a free launch t-shirt,
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With Coté stuck in the tail end of polishing up a new stump speech, we discuss the magic of creating the deck and the history of PowerPoint, based on a recently published article. After slides talk and some contemplation of using Rick and Morty references in (supposedly) professional talks, we discuss how impossible keeping everyone happy with product management decisions as a product gets older. We close out talking about the recent OpenStack Summit and Mirantis.
From the publisher's feed