Software Defined Talk

Software Defined Talk

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Software Defined Talk episodes

  • Episode 69: The two types of sales dudes you meet in heaven, the IaaS MQ, and layoffs

    There’s always good food in the enterprise sales meeting racket: gourmet pimento cheese, sushi and sake, and booze. Also, the Gartner magic quadrant for IaaS in out, which we discuss. With layoffs at Cisco we look at the broader numbers around layoffs in the tech sector. Before recommendations we briefly talk about Walmart buying Jet.

    (Sorry the audio quality is so bad.)

    Listen above, subscribe to the feed (or iTunes), or download the MP3 directly.

    With Brandon Whichard, Matt Ray, and Coté.

    SPONSOR
    • On August 31st, come hear about launching your cloud strategy and why multi-cloud matters with myself, an analyst, and an actual enterprise user of all this stuff. Register and watch it for free!
    • I have a discount code for Operability.IO, September 19th and 20th in London. I hear good things about this conference; check out their talks from last year. It has a good list of speakers, including our very own Casey West. You can 10% off registration if you use the code COTEMEMOOIO16.
    • Check out https://cote.io/promos/ for more - free books, free cloud time, etc.
    • Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry or take Cloud Foundry for a test drive with Pivotal Web Services. See those and other things at cote.io/pivotal.
    • See cote.io/promos for a full list of all the deals "mid-roll" stuff currently going on.
    • Show notes
      • If you like video, see this episodes’ video recording.
      • Gartner IaaS MQ is Out.
        • Check out the free re-print, from Amazon I believe.
        • I collected these notes in it's own blog post, check it out.
        • Layoffs at Cisco
          • Several thousand get pink slips, more
          • "I do not think that they are going to be done after this."
          • "We are committed to making the necessary decisions to drive our future growth"
          • The performance didn't impress investors as Cisco's stock shed 42 cents to $30.30 in extended trading after the numbers came out. The decline may have been driven by disappointment that Cisco's job cuts weren't nearly as deep as published reports had speculated they would be.
          • But it’s not just Cisco.
          • Be sure to read The Halo Effect.
          • Walmart buys Jet
            • $3.3bn.
            • I miss Amazon, Matt in Australia.
            • Ben Thompson provides extensive color.
            • Recommendations
              • Brandon: PIN/Kings podcast.
              • Matt: Flying in Australian is awesome, civilized even; the curved screen of the Samsung SAMSUNG C27F390F 1800R Curved 27 inch LED Free Sync Full HD 1920x1080 VA panel HDMI D-Sub Monitor, Australian edition, but Yankee plugs are cool too.
              • Coté: James Governor on Pivotal and SpringOne Platform; Irie's Island Food in Port Aransas.
              • 52 min
              • Episode 68: Too old for the buffet
                SPONSOR
                • See cote.io/promos for a full list of all the deals "mid-roll" stuff currently going on.
                • I have a discount code for Operability.IO, September 19th and 20th in London. I hear good things about this conference; check out their talks from last year. It has a good list of speakers, including our very own Casey West. You can 10% off registration if you use the code COTEMEMOOIO16.
                • Check out https://cote.io/promos/ for more - free books, free cloud time, etc.
                • Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry or take Cloud Foundry for a test drive with Pivotal Web Services. See those and other things at cote.io/pivotal.
                • Show notes
                  • If you like video, see this episodes’ video recording.
                  • HPE on the block?
                    • Coverage: “several private equity firms, including KRR, Apollo Global Management and the Carlyle Group, are looking to pay $40 billion or more to buy HPE outright”
                    • Bill Hilf out of HPE, another cloud re-org at HPE
                    • Let’s compare: IBM, Oracle, EMC/Dell, even Verizon/Yahoo! - big tech companies surviving long term.
                    • Meanwhile: rumors of Rackspace going private.
                    • YAHOO!
                      • What’s Verizon doing over there?
                      • Coté’s notes on this: one and two.
                      • ChefConf
                        • Unified products as Automate
                        • Certifications!
                        • Lots of videos
                        • Recommendations
                          • Brandon: Stranger Things
                          • Matt: Utopia/Homeland2. My kids love Tim Tams. Manly. http://fan-o-rama.com/
                          • Coté: Field Notes Byline, reporter's notebook.
                          • 50 min
                          • Episode 67: Fried chicken, Docker Swarm, tech journalism, or, "but that sweet @MattRay interpolation, tho."
                            SPONSOR
                            • See cote.io/promos for a full list of all the deals "mid-roll" stuff currently going on.
                            • Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too.
                            • August 1st to 4th, SpringOne Platform – I'll be talking on DevOps and generally hanging out with the cloud native folks. You can get $300 off registration when you use the code pivotal-cote-300.
                            • Show notes
                              • If you like video, see this episodes' video recording.
                              • Rainbow Chicken vs. Chick-fil-A
                                • The "happy meal" barter system.
                                • The Left needs some fried chicken chain.
                                • DockerCon
                                  • Docker now includes SwarmKit, making K8s more contentious
                                  • In LinkedIn, well documented exploration of Docker adoption in big firms by LinkedIn profiles.
                                  • Shows exponential growth vs. Java, Ruby on Rails, visualization terms
                                  • Is there product strategy going on in the container space?
                                    • Accident-driven intentionality.
                                    • Yes, they're building up momentum and then monetization.
                                    • Midroll
                                      • SpringOne Platform - funny name, etc. $300 off registration with code pivotal-cote-300.
                                      • ChefCon - July 11th and 13th in Austin!
                                      • Brook & Bob memorial segment, On the Tech Media
                                        • Matt Asay piece: The press will believe anything about open source. Not all Sunshine and Lollipops in Open Source Land
                                        • What do expect?
                                        • What's business model?
                                        • Apple & ZFS
                                          • More detail than you'd care to want
                                          • It's like a story of the ups and (mostly) downs of enterprise infrastructure software. Also, the flirtation nature of announcements that keeps eager nerd-beavers on tender-hooks.
                                          • BONUS LINKS! Not covered in show
                                            Infrastructure Software is Dead, or, "With friends like these…"
                                            • Hard truths from Mirantis
                                            • "Everybody's OpenStack software is equally bad."
                                            • "But none of this matters, because today customers don't care about software. Customers care about outcomes." (Because, you know, they used to not care about outcomes…? Plz. advise.)
                                            • Infrastructure Investments by Cloud Service Providers
                                              • Charts! Numbers! Cloud!
                                              • I like her By the Numbers thing. Coté used to do something like that and it was fun to put together.
                                              • 10 Hour Maintenance Windows on Oracle Cloud?
                                                • I seem to remember Google having something similar
                                                • Operational Best Practices for Serverless
                                                  • Charity Major's write-up from her talk at the #Serverless conference
                                                  • If you chose a provider, you do not get to just point your finger at them in the post mortem and say it's their fault. You chose them, it's on you. It's tacky to blame the software or the service, and besides your customers don't give a shit whose "fault" it is.
                                                  • Checking in on CostCo
                                                    • Which Visa to get
                                                    • Recommendations
                                                      • Brandon: Chaos Monkeys.
                                                      • Matt: Boston Dynamics robot video & moar falling robots! The Inevitable. Also, the podcast mentioned earlier: "Brian Christian on Algorithms to Live By," presented at The Long Now Foundation.
                                                      • Coté: Hey, as beef sticks go, the Ostrim ones look pretty good. No sugar, mostly? Also, The King Killer Chronicles.
                                                      • 1 hr 3 min
                                                      • Episode 66: I-Bankers Smokin' L's in the Hot-tub
                                                        SPONSOR
                                                        • See cote.io/promos for a full list of all the deals "mid-roll" stuff currently going on.
                                                        • Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too.
                                                        • Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry or take Cloud Foundry for a test drive with Pivotal Web Services. See those and other things at cote.io/pivotal.
                                                        • Show notes
                                                          • If you like video, see this episodes' video recording.
                                                          • Samsung Buys Joyent
                                                            • Joyent notes
                                                            • Coverage from Venturebeat
                                                            • "Until today, we lacked one thing. We lacked the scale required to compete effectively in the large, rapidly growing and fiercely competitive cloud computing market. Now, that changes,"
                                                            • Microsoft acquires LinkedIn
                                                              • Press Release from Microsoft
                                                              • M&A Synergies Theoretical WTF'ing:
                                                                • Slideshare, extended to all Office formats.
                                                                • Login with LinkedIn + AD = SSO won. Also: "Massively scaling the reach and engagement of LinkedIn by using the network to power the social and identity layers of Microsoft's ecosystem of over one billion customers. Think about things like LinkedIn's graph interwoven throughout Outlook, Calendar, Active Directory, Office, Windows, Skype, Dynamics, Cortana, Bing and more."
                                                                • 433 million professionals in LinkedIn (from MSFT internal memo).
                                                                • ...but it's probably all the same people, tho.
                                                                • "Along with the new growth in our Office 365 commercial and Dynamics businesses this deal is key to our bold ambition to reinvent productivity and business processes." (MSFT CEO, from MSFT internal memo)
                                                                • Ads and dumb-AI context: "This combination will make it possible for new experiences such as a LinkedIn newsfeed that serves up articles based on the project you are working on and Office suggesting an expert to connect with via LinkedIn to help with a task you're trying to complete. As these experiences get more intelligent and delightful, the LinkedIn and Office 365 engagement will grow. And in turn, new opportunities will be created for monetization through individual and organization subscriptions and targeted advertising." (MSFT CEO, from MSFT internal memo)
                                                                • LinkedIn growth since Dec, 2008: "Our team has grown from 338 people to over 10,000, our membership from 32M to over 433M and our revenue from $78M to over $3 billion." (MSFT internal memo).
                                                                • Others from memo: Lydia training inline in MSFT apps; paid content in MSFT apps (a la Spiceworks); HR and recruiting.
                                                                • Deal PR deck - pretty good. I can see how the social graph and all the "semantic web sit" in LinkedIn, crossed with MSFT assets works well.
                                                                • One take on ads, doesn't like the Office angle, cause privacy, but oh wait: Google Apps and GMail
                                                                • It's the 1 dataset MS can keep out of Facebook and Google's hands.
                                                                • https://trackchanges.postlight.com/9-things-microsoft-could-do-with-linkedin-2aec55c2bc72#.iv7cofd13
                                                                • "Microsoft could improve LinkedIn": Microsoft designs for people who have to do boring things with computers in order to make money. It's the 9–5 software vendor.
                                                                • Previous big acquisitions: Nokia for $7.2bn, Skype for $8.5bn, Xamarin for $400m.
                                                                • From 451 M&A coverage:
                                                                • I-banker stuff: "Microsoft will pay $196 per share to acquire LinkedIn, a 50% bump up from where it was trading ahead of the deal announcement, although well behind the $250 each share was worth in November. The price tag values LinkedIn at 8.2x trailing revenue."
                                                                • "The company [Microsoft] must find new ways to differentiate. Integrations with LinkedIn offer potential functionality that will be challenging to duplicate. When the two companies are joined, there will be multiple ways that LinkedIn's member network, and the data from that, will go into improving Microsoft's Office and Dynamics apps, besides the other benefits from running a combined company."
                                                                • "LinkedIn's tools for recruiters account for 58% of the $860m in revenue it generated in the first quarter of the year [so, $3.440bn run rate]. When combined with educational material from its Lynda.com acquisition, HCM tools make up 65% of sales. Tools for marketers and premium subscriptions (including its offering for sales teams) each make up less than 20% of the business, and are the slowest growing parts of the business."
                                                                • "Microsoft is the world's largest software developer, with about $100bn in sales and a $400bn market cap."
                                                                • I-Bankers rejoice!
                                                                • Tim Anderson inadvertantly makes a good case of CRM/HCM
                                                                • Private Equity buying Tech Companies
                                                                  • Why private equity is buying up software companies
                                                                  • The theory seems to be: SaaS companies are undervalued, and PE firms are looking to buy cheap assets and grow them, and re-exit them. This vs. the usual cut costs and re-exit then. Of course, Qlik and Ping aren't SaaS.
                                                                  • Vista Acquires Ping Identity for $600m
                                                                  • Symantec buys Bluecoat from Bain
                                                                  • bignews.chef.io
                                                                    • It's habitat
                                                                    • Habitat centers application configuration, management, and behavior around the application itself, not the infrastructure that the app runs on.
                                                                    • Habitat is comprised of plan and build system, a supervisor, an HTTP interface on that supervisor to report package status, a depot, a communication model for disseminating rumors through a supervisor ring, and many other components.
                                                                    • Check out the code
                                                                    • Don't look at the camera, and don't smile - Cade Metz story
                                                                    • Adam Throwing Eggs at Nathan.
                                                                    • Mid-roll
                                                                      • Matt talking habitat - June 21st in Austin!
                                                                      • Coté in Poland next week.
                                                                      • Pivotal Conversations podcast - subscribe.
                                                                      • SpringOne Platform – get $300 off your registration with the code pivotal-cote-300!
                                                                      • Discounts to DevOpsDays: Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016.
                                                                      • Cloud Native Roadshows - all year long, in many cities globally. Check 'em out and come learn about Pivotal and Cloud Foundry for free, including some lunch.
                                                                      • As always, see Crazy Coté's Discount Codes and Special Promotions
                                                                      • BONUS LINKS! Not covered in show.
                                                                        What enterprise wants from Google's cloud
                                                                        • Google, in short, needs to learn to be boring
                                                                        • ...according to Gartner analyst Lydia Leong: "Azure almost always loses tech evals to AWS hands-down, but guess what? They still win deals. Business isn't tech-only." What a weird thread that is!
                                                                        • "Greene is also tapping her VMware Rolodex, talking with big enterprise rivals like SAP SE, Microsoft and Oracle, to get more of their products into the Google cloud. That's must-have for some large companies, which need prepackaged software from these providers to run their businesses. No Oracle or SAP products are available on Google's cloud today. Microsoft and Oracle declined to comment, while SAP confirmed early talks." From Jack Clark's Bloomberg piece.
                                                                        • Docker, K8s and Mesos as Interoperability Targets
                                                                          • Piece from TheNewStack
                                                                          • Meta Podcast Stuff
                                                                            • Scrrips by Sticher
                                                                            • Future of Podcasting by Ben Thompson
                                                                            • Apple Announcement
                                                                              • WWDC 2016: Apple's 8 key enterprise stories
                                                                              • Recommendations
                                                                                • Brandon: Keepin it 1600. Radlolab Presents More Prefect.
                                                                                • Matt: I miss Uber; Matt's gets Mercutio'ed by Austin and Uber. Occupied.
                                                                                • Coté: Nine minute history of "old IBM" - Poison Ivy treatments: I gotcha covered, so to speak.
                                                                                • 1 hr 3 min
                                                                                • Episode 65: The High-level WTF on "Scheduling"
                                                                                  SPONSOR
                                                                                  • See cote.io/promos for a full list of all the deals "mid-roll" stuff currently going on.
                                                                                  • Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I’ll be getting some for Chicago and Seattle sometime too.
                                                                                  • August 1st to 4th, SpringOne Platform – I’ll be talking on DevOps and generally hanging out with the cloud native folks. You can get $300 off registration when you use the code pivotal-cote-300.
                                                                                  • Show notes
                                                                                    • If you like video, see this episodes’ video recording.
                                                                                    • Father’s Day
                                                                                      • It’s coming, June 19th. What should fathers be asking for?
                                                                                      • Time alone a la Nathaniel Fisher.
                                                                                      • The Buff, neck-ware thing: be like Kevin Rayburn.
                                                                                      • Aerobie AeroPress Coffee Maker with Tote Bag
                                                                                      • Tortuga one-bag backpack
                                                                                      • MesosCon
                                                                                        • Platform Infrastructure at Twitter: The Past, Present and - Future - Chris Pinkham, VP of Engineering, Twitter
                                                                                        • Forgot to talk about this, but here are my notes from the MesosCon presentation by Twitter
                                                                                        • Former Nimbula founder (Oracle acquisition), early AWS founder.
                                                                                        • Twitter's kinda big deal, maybe you've heard of them. Over 1000 services manage Twitter, over 1,000,000 cores.
                                                                                        • http://twitter.github.io
                                                                                        • Heron is a newly open-sourced replacement for Storm. Supporting all of our own code isn't sustainable, need an open source community.
                                                                                        • The Ellen Degeneres photo tweet from the 2015 Academy Awards knocked a couple of services over. 25% traffic spike, hit 255k/tweets per second. 2016 Academy Awards had 2x the traffic, no failures.
                                                                                        • 30,000 node Mesos cluster (probably largest). "We don't like being the biggest of anything, we find the edge cases." 130,000,000 containers launched daily.
                                                                                        • Some of their acquisitions were in public cloud, they don't move them in-house. They're actually pushing new services out to AWS where they can. Vine, TellApart, Crashlytics, MoPub, BlueFin, etc. Ad-serving is mostly in AWS.
                                                                                        • Users: Time Warner, Twitter (30,000 host deployment), Apple Siri.
                                                                                          What exactly is scheduling?
                                                                                          • BMC CONTROL-M
                                                                                          • Coté gets Matt to "checks out" his crudes understanding. (Spoiler: Checks out.)
                                                                                          • Serverless, what’s the deal?
                                                                                            • Wardly hitches it to Cloud Foundry
                                                                                            • Mid-roll
                                                                                              • SpringOne Platform – get $300 off your registration with the code pivotal-cote-300!
                                                                                              • Discounts to DevOpsDays: Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016.
                                                                                              • Cloud Native Roadshows - all year long, in many cities globally. Check 'em out and come learn about Pivotal and Cloud Foundry for free, including some lunch.
                                                                                              • As always, see Crazy Coté’s Discount Codes and Special Promotions
                                                                                              • Big News From Chef
                                                                                              • Matt’s presenting at the Austin Cloud User Group
                                                                                              • Chef’s got a sales event on the 16th in Austin
                                                                                              • Leave us some comments and reviews in iTunes, or just tell your friends to listen. Also, talking to us in Twitter is better than all these things! (We just want to be loved.)
                                                                                              • BONUS LINKS!

                                                                                                Not covered in show:

                                                                                                Somebody’s using Kubernetes
                                                                                                • Hear the tale!
                                                                                                • Concur & Barkly Protects
                                                                                                • Both shops did customizations to the codebase (AWS AZ & ELB support, Prometheus)
                                                                                                • AWS & Australia News
                                                                                                  • It went down
                                                                                                  • Message from Amazon
                                                                                                  • Coté’s revamped Pivotal Conversations Podcast
                                                                                                    • First episode
                                                                                                    • One in the can; iTunes feed
                                                                                                    • Going to use SoundCloud. Let’s see how this goes!
                                                                                                    • Typosquatting Package Managers
                                                                                                      • Seriously messed up.
                                                                                                      • “In the thesis itself, several powerful methods to defend against typo squatting attacks are discussed. Therefore they are not included in this blog post.”
                                                                                                      • A Docker on every HPE Server
                                                                                                        • Running on HPE
                                                                                                        • Reference Architectures!
                                                                                                        • HPE 3PAR and SiteScope plugins!
                                                                                                        • Maybe Brandon can regale us with some history: tales of The Mercury Wars!
                                                                                                        • Also, some ALM stuff. Sadly, I don’t have access to the IDC reports on this, however, they’re expecting big things: “IDC's analysis of this market resulted in worldwide agile application life-cycle management software 2014 revenue of $450.3 million, up 30.5% from the 2013 revenue of $345 million. IDC expects very strong growth for agile ALM software for the 2014–2019 time frame, with growth to $1.8 billion by 2019 and a high CAGR of 32%”
                                                                                                        • erry-one doin’ it! What’s up with Chef’s ALM/CD stuff? Pivotal circle of code vision, with ConcourseCI.
                                                                                                        • Recommendations
                                                                                                          • Brandon: (1.) Listener Feedback: Amazon does let you have addenda, from Josh Hoover](https://twitter.com/joshuahoover/status/728921712486572032 ); (2.) App Store Announcements overview; (3.) Ben Thompson on how to make it in the media in 2016
                                                                                                          • Matt: Diaspora
                                                                                                          • Coté: Follow-up: that machette works, but watch out for poison ivy. Also, try out @Wu_Tang_Finance to really freak 'em.
                                                                                                          • 56 min
                                                                                                          • Episode 64: Residential Diaper Rash
                                                                                                            SPONSOR
                                                                                                            • Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too.
                                                                                                            • Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry or take Cloud Foundry for a test drive with Pivotal Web Services. See those and other things at cote.io/pivotal.
                                                                                                            • See cote.io/promos for a full list of all the deals "mid-roll" stuff currently going on.
                                                                                                            • Show notes
                                                                                                              • If you like video, see this episodes' video recording.
                                                                                                              • "Residential Diaper Rash"
                                                                                                                • Shit's wet in Texas
                                                                                                                • The right kind of rain
                                                                                                                • Battling Billionaires
                                                                                                                  • Thiel-attack!
                                                                                                                  • Internet History podcast - Microsoft gets the internet and Microsoft at the Dawn of the Internet Era.
                                                                                                                  • Making money in open source
                                                                                                                    • Something about a16z and O'Grady's open source piece.
                                                                                                                    • ARM licensing.
                                                                                                                    • Battery Ventures conference - Mårten Mickos says RDS has probably made more money off MySQL than Oracle has.
                                                                                                                    • Mid-roll
                                                                                                                      • Chef's got something new soon Just wait 260 more hours
                                                                                                                      • SpringOne Platform, August 1st to 4th - speaker line-up announced, including Coté and some stars from LordsOfComputing.com (Matt and Brian).
                                                                                                                      • Discounts to DevOpsDays: Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016.
                                                                                                                      • More shit at https://cote.io/promos/.
                                                                                                                      • See cote.io/promos for a full list of all the deals and "mid-roll" stuff currently going on.
                                                                                                                      • Notes from Corporate Strategy Land
                                                                                                                        • Qlik goes private - Thoma Bravo pays $3bn. Good summary of historic BI acquisitions from 451.
                                                                                                                        • Wither JasperSoft?: "On April 28, 2014, TIBCO announced it had acquired Jaspersoft for approximately $185 million."
                                                                                                                        • Court ruling on Dell going private - Coté has nothing to say about that. However, the story of going private in the first part of the 115 page court ruling is gripping stuff if you're into corporate strategy - it's a rare chance to see what happens in all these M&A deals.
                                                                                                                        • Mary Meeker's 2016 Internet Trends Report
                                                                                                                          • Video of the presentation
                                                                                                                          • Quartz highlights
                                                                                                                            • Software is getting faster at eating the (ecommerce) world: "The time it takes retailers to get to $100 million in online sales is shrinking. It took Nike 14 years from the time its retail site launched, compared to nine years for Lululemon, and eight year for Under Armour."
                                                                                                                            • 213 slides of charts (PDF).
                                                                                                                            • BONUS LINKS!
                                                                                                                              • Ezra Klein on productivity loss
                                                                                                                              • Oracle loses their case against Google - APIs aren't copyrightable- Counter-view: "cartoon vision of the world" and "banana republics."
                                                                                                                              • AWS launches Flourish - Framework for serverless computing - Open up the ability to add new language runtimes
                                                                                                                              • Salesforce moving into AWS? - $400 million over 4 years - But what about Oracle?
                                                                                                                              • CoreOS launches Torus - GIFEE strikes again!
                                                                                                                              • Recommendations
                                                                                                                                • Matt: Weird history of fake bands in the 60s. #tronc.
                                                                                                                                • Coté: (1.) Weatherproof button-up shirts from CostCo. (2.) The old guy hair of Bloodline. (3.) Coach Taylor seem like a real nice guy. (4.) Provisional recommendation: Gerber Bear Grylls Parang Machete.
                                                                                                                                • Brandon: Tortuga Air - no more fear of gate-checking.
                                                                                                                                • 59 min
                                                                                                                                • Episode 63: The Snack-Tracker, Uber in Austin, & Tater Salad
                                                                                                                                  SPONSORS
                                                                                                                                  • Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too.
                                                                                                                                  • Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry or take Cloud Foundry for a test drive with Pivotal Web Services. See those and other things at cote.io/pivotal.
                                                                                                                                  • Show notes
                                                                                                                                    • If you like video, see this episodes' video recording.
                                                                                                                                    • Cost Cutting Perks in Silicon Valley
                                                                                                                                      • More from the snack-track files.
                                                                                                                                      • Employees at Kabam, the online-gaming startup worth $1 billion, recently felt like there was a decrease in the number of office snack stands. Although the company denies it, some believe the snack stands are now placed more sporadically in order to reduce the employees' frequency of snack consumption by making it a little harder to get to them.
                                                                                                                                      • No Uber in Austin
                                                                                                                                        • Brandon sets us straight on the details.
                                                                                                                                        • Coté defends the uber-haters.
                                                                                                                                        • Will Containers Replace Hypervisors, Almost Certainly Yes
                                                                                                                                          • TL;DR; is the title :)
                                                                                                                                          • Randy Bias, the "pets vs. cattle" godfather, makes a strong case for hypervisors being on the way out.
                                                                                                                                          • Once all the legacy apps are re-written to be in containers (cloud native) or decom'ed (you know, in the future), and we don't want to run multiple OSes (so don't need the driver handling that hypervisors give us)...no need for hypervisors. QED.
                                                                                                                                          • Cloud chief Diane Greene on how Google can beat Amazon and Microsoft
                                                                                                                                            • A brief interview
                                                                                                                                            • "Q: How will Google differentiate against AWS and Microsoft? A: Only 5 percent of workloads are in the public cloud. Effectively you're riding another company's innovation curve for free. We've open-sourced a lot of technologies like Kubernetes and TensorFlow. As we add more features, we'll be able to share a lot more strengths with applications." - can OSS be used to attack on-premises cloud?
                                                                                                                                            • Not in my tater salad!
                                                                                                                                            • BONUS LINKS!
                                                                                                                                              Apprenda buys Kismatic
                                                                                                                                              • "Apprenda will also take the lead in building out Windows support for Kubernetes, which has been Linux focused," said Sinclair Schuller, chief executive of Apprenda.
                                                                                                                                              • Do you even pop-up, bro?
                                                                                                                                              • Apprenda pivoted towards Kubernetes recently, Kismatic was building "Enterprise friendly" Kubernetes
                                                                                                                                              • "Per Incident" pricing is really hard to scale. Perhaps Brandon has comments on open source business models.
                                                                                                                                              • "[I]t is what most would call a dynamic market."
                                                                                                                                              • Digging into Microsoft's Cloud Numbers
                                                                                                                                                • Charts!
                                                                                                                                                • Microsoft has something like $102.6bn cash on-hand. Smoke 'em if you got 'em!
                                                                                                                                                • Internet Giants Resume Data Center Spending
                                                                                                                                                  • "Alphabet, Microsoft, Amazon and Facebook spent a combined $23 billion in 2015 on capital projects. During an investment flurry from 2011 to last year, the companies' combined capex nearly tripled."
                                                                                                                                                  • "Parsimony at Alphabet is all relative. The company's $9.9 billion in capital expenditures for 2015 was nearly more than the combined capex spending of Microsoft and Amazon."
                                                                                                                                                  • Facebook Sponsors the Republican National Convention
                                                                                                                                                    • The social network says its participation — which will include a lounge — should not be interpreted as an endorsement of any candidate, issue or political party. It plans to do the same at the Democratic National Convention in Philadelphia.
                                                                                                                                                    • Tell me more about this lounge…
                                                                                                                                                    • So, who's going to sponsor the RNC JumboTron for SDT?
                                                                                                                                                    • Nazis on Reddit!
                                                                                                                                                      • Never read the comments
                                                                                                                                                      • Recommendations
                                                                                                                                                        • Brandon: Y20U noise canceling headphones - cheap! and the full Area X triology on audible, for just one credit!
                                                                                                                                                        • Matt: Doing the Lord's work; super heros jumping
                                                                                                                                                        • Coté: Lomo al Trapo, aka, "towel meat.". Also fast.com. Also The Botanist gin.
                                                                                                                                                        • 57 min
                                                                                                                                                        • Episode 62: Peak Ping Pong

                                                                                                                                                          This week, we discuss DevOpsDays Austin, Pivotal's funding round, and some follow-up for the OpenStack Summit: turns our Gartner doesn't hate them. Also, with the new ping-model out, we discuss the potential for peak ping pong.

                                                                                                                                                          SPONSOR
                                                                                                                                                          • Get 30% off OSCON, in Austin on May 18th and 19th, when you register with the code REFERCOTE.
                                                                                                                                                          • Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too.
                                                                                                                                                          • Get 20% off registration for the Cloud Foundry Summit, May 23rd to 25th, with the code CF16COTE.
                                                                                                                                                          • Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry or take Cloud Foundry for a test drive with Pivotal Web Services. See those and other things at cote.io/pivotal.
                                                                                                                                                          • Show notes
                                                                                                                                                            • If you like video, see this episodes' video recording.
                                                                                                                                                            • Agile & Beyond Conference - Jeffrey Liker keynote.
                                                                                                                                                              DevOpsDays Austin earlier this week.
                                                                                                                                                              • 500 to 600 people, +200 y/y
                                                                                                                                                              • Matt Ray's talk on compliance, Coté's talk.
                                                                                                                                                              • Pivotal gets a series C
                                                                                                                                                                • Press release
                                                                                                                                                                • $253 million with new investors Ford and Microsoft. Existing: GE, EMC, and VMware.
                                                                                                                                                                • Momentum by penetration: "30% of the Fortune 100 currently work with Pivotal… The company now works with seven of the top 10 U.S. banks, three of the top five global auto manufacturers, and five of the top 10 telecommunication companies."
                                                                                                                                                                • Momentum by run-rate: "Pivotal Cloud Foundry and Pivotal Big Data Suite having crossed the $200 million and $100 million annual bookings run-rate milestones, respectively."
                                                                                                                                                                • Momentum by logos: "GE, Ford, Verizon, Home Depot, Comcast, Humana, Lockheed Martin, and Allstate"
                                                                                                                                                                • "Person familiar" says Pivotal now has a $2.8bn valuation. From the same article, Ford's chunk is $182.2m.
                                                                                                                                                                • Gartner actually "likes" OpenStack
                                                                                                                                                                  • OpenStack and Gartner: The Facts - Alan Waite
                                                                                                                                                                  • Good representation of many things: how difficult it is to be "part of the conversation" with a paywall.
                                                                                                                                                                  • The perception of Gartner is usually skewed
                                                                                                                                                                  • Tip: always read the primary source, be it a Gartner PDF or a talk, etc.
                                                                                                                                                                  • Ping Pong and the Tech Bubble?
                                                                                                                                                                    • "Falling table-tennis sales give a peek into the economics of Silicon Valley, where the right to play on the job is sacrosanct"
                                                                                                                                                                    • Seriously? No wonder people hate Silicon Valley
                                                                                                                                                                    • Hey, look, it's the Pivotal SF offices! Love that chunky coconut water.
                                                                                                                                                                    • More
                                                                                                                                                                      • DevOpsDays Seattle next week, May 12th and 13th - Coté has an ignite talk there.
                                                                                                                                                                      • Ignite talks
                                                                                                                                                                      • Jeff Bezos weighs in on rewrites
                                                                                                                                                                      • This anecdote has really stuck with me
                                                                                                                                                                        Recommendations
                                                                                                                                                                        • Brandon: SaveFrom.net/ - save videos from the web.
                                                                                                                                                                        • Matt: New Radiohead "Burn the Witch"
                                                                                                                                                                        • DevOpsDays Austin speaker gifts.
                                                                                                                                                                        • Coté: Lords of Computing #12 - with Brian Gregory of Express Scripts. I don't usually toot my own content horn, but this was a good episode. Also, that Elon Musk book by Ashlee Vance. It was $2 on Amazon the other day, so YOLO. Also: James Governor on an Apple Watch with an explosion behind him.
                                                                                                                                                                        • 54 min
                                                                                                                                                                        • Episode 61: Baltimore is not the same as Annapolis. Also, they like crab there

                                                                                                                                                                          OpenStack is crawling its way into the plateau of productivity, we submit, during this week of the OpenStack Summit. We also discuss the recent Docker survey findings, and some overly precise number on private vs. public cloud adoption. Coté also manages to insult the entire Eastern seaboard, esp. Annapolis.

                                                                                                                                                                          SPONSOR
                                                                                                                                                                          Ads
                                                                                                                                                                          • Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry or take Cloud Foundry for a test drive with Pivotal Web Services. See those and other things at cote.io/pivotal.
                                                                                                                                                                          • FRONTSIDE.IO – HIRE THEM! Do you need some developer talent? When you have a web project that needs the "A Team," call The Frontside. They've spent years honing their tools and techniques that give their clients cutting-edge web applications without losing a night's sleep. Learn more at http://frontside.io/cote
                                                                                                                                                                          • Go to a conference on the cheap! Discount Codes

                                                                                                                                                                            I round up all sorts of discount codes for conferences and such, here's what I got today:

                                                                                                                                                                            • Get 30% off OSCON, in Austin on May 18th and 19th, when you register with the code REFERCOTE.
                                                                                                                                                                            • Get 15% off DevOpsDays Seattle, May 12th and 13th, when you register with the code SOFTWARETALK. I'll be there staffing the Pivotal table and also giving an ignite talk.
                                                                                                                                                                            • Get 20% off registration for the Cloud Foundry Summit, May 23rd to 25th, with the code CF16COTE.
                                                                                                                                                                            • Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too.
                                                                                                                                                                            • Show notes
                                                                                                                                                                              • If you like video, see this episodes' video recording.
                                                                                                                                                                              • Agile and Beyond conference
                                                                                                                                                                              • OpenStack
                                                                                                                                                                                • Coté's developer relations and marketing panel - see sample of questions.
                                                                                                                                                                                • Big name membership momentum from @alsadowski
                                                                                                                                                                                • Also, 451 market-size estimates: 2013: $486m; 2015: $1.2bn; 2018E: $3.37bn
                                                                                                                                                                                • Docker Survey out - #WhatDoYouMakeOfThat
                                                                                                                                                                                  • Get the PDF
                                                                                                                                                                                  • Respondents are the HN set? - 511 respondents, 59% from software companies, 56% orgs less than 100 employees, 47% devs or dev managers
                                                                                                                                                                                  • 51% in production
                                                                                                                                                                                  • "survey respondents reported on average a 13X increase in frequency of software releases."
                                                                                                                                                                                  • "Because Docker makes it simple and easy to push software out, isolate issues and roll back, over 63% of organizations report a reduction in their MTTR which impacts overall software quality and customer satisfaction."
                                                                                                                                                                                  • Cloud about to get HUGE
                                                                                                                                                                                    • "CIOs report that 16.2% of workloads are currently running in the public cloud, and that in five years 41.3% of workloads will run in a public cloud. This suggests at least a 20% CAGR in public cloud workloads over the next five years. In our view, a near- tripling of the public-Cloud-based workload mix represents a monumental architectural shift, which shows no signs of abating and is likely to create a major ripple effect across the entire technology landscape." - "Amazon Seeing 'Momentous' Change of Guard as Public Cloud 'Booms,' Says JP Morgan"
                                                                                                                                                                                    • How does Wall Street work, again?
                                                                                                                                                                                      • A Rolex-level of "failure"
                                                                                                                                                                                      • Back of the Envelop podcast - where Ed used to teach Coté about how money works.
                                                                                                                                                                                      • Cisco OSpod podcast
                                                                                                                                                                                      • Dan Lyons book - candy walls and HubSpot.
                                                                                                                                                                                      • Feedback & Follow-up
                                                                                                                                                                                        • Full Snack Developer: Old Bay Seasoning on French Fries - that is Coté's new God.
                                                                                                                                                                                        • Mesos is fleet management. How's that one handle on the curves?
                                                                                                                                                                                        • Chapters in podcasts. I used Chapter app and it was better than the half-ass results with Fission. But, still, the marks didn't line up perfectly. Computers - amiright? (Don't get me wrong: Fission is awesome, but: really?)
                                                                                                                                                                                        • We should be in Google Play Podcasts - can someone verify this before they EOL it?
                                                                                                                                                                                        • I heard that two people have used the code CF16COTE to register for the CF Summit. I'm going to believe they're from the listeners here and not my newsletter. HOW YOU LIKE MY CPM NOW?!
                                                                                                                                                                                        • They love us in Brazil!
                                                                                                                                                                                        • Recommendations
                                                                                                                                                                                          • Brandon: TICKR heart-rate monitor.
                                                                                                                                                                                          • Matt: [Public cloud](www.slideshare.net/mattray/why-not-public-cloud). Also: renting your house is hard.
                                                                                                                                                                                          • Coté: OH YEAH!
                                                                                                                                                                                          • 49 min

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