The Reasoning Show

The Cloudcast #284 - 2016 Review & 2017 Predictions


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Aaron and Brian review the state of The Cloudcast, review the biggest stories in 2016, and make predictions about 2017.

Show Links:
  • Get a free eBook from O'Reilly media or use promo code PCBW for a discount - 40% off Print Books and 50% off eBooks and videos
  • 2016 Predictions
  • 2015 Predictions
  • 2014 Predictions
  • Show Notes:
    Housekeeping: 

    • Listens up 70% YoY; 50 Shows in 2016

    • 2017 will be the 7th year of the show. 
    • Thank you to 2016 Sponsors: Intel Cloud For All, Service Now
 
    • [DONATIONS] Krispy Kreme Challenge 2017
 
    • Most Popular Shows: Serverless, DevOps, Containers, Microservices) - all time shows all in 2016
 
    • VC Funding + M&A activities: now over $7.6B ($2.65B VC, $4.98B M&A, 25 acquisitions) - last year closed just north of $5B. 
 
    • The Cloudcast listed on several “watch lists” for Blogs/Podcasts
 
    • ServerlessCast (@serverlesscast) shows (red logo) in your pod-catcher
 
    • Weekly | Bi-Weekly “what to watch” shows ~ 10mins - (blue logo) in your pod-catcher
 
    • The Technical MBA” project

    • Looking Back at 2016:
      Tech Acquisitions + M&A + IPO: 

      • Oracle bought NetSuite (SaaS consolidation)
      • Dell finalized acquisition of EMC/VMware/Pivotal (Hardware consolidation)
      • Nutanix IPO (down about 23%)
      • Software-Eating the World M&A:
        • Unilever acquires Dollar Shave Club (personality, online only)
        • Walmart acquires Jet (like Amazon.com)
        • GE Digital acquires ServiceMax (field services via cloud)
        • Capital One gives away Echo at AWS re:Invent

        • Prediction Topic 1 - Technology

          • Enterprises and the Public Cloud - how does this evolve? 

          • Containers (ecosystem) 
          • Serverless 

          • AI, Machine Learning, Data Gravity

          • SDN? Remember that?

          • (Hyper) Converged Infrastructure

          • Prediction Topic 2 - The Economy

            • VC funding has been down. Do we see fire-sale acquisitions?

            • Have VC moved out of the segment that we discuss on The Cloudcast? 

            • Will more legacy vendors go private-equity (eg. Cisco, Juniper, NetApp, etc.)?

            • Most have thrown in the towel on visions of public cloud

            • If the economy goes bad, does that help SaaS or IaaS more (capex vs. open)? 

            • Prediction Topic 3 - Politics

              • Will Trump pick a fight with Jeff Bezos? 

              • Will regulation impact things like autonomous driverless vehicles?

              • Will there be any efforts to encourage
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