The capitalist–consumerist ethic is revolutionary in another respect. Most previous ethical systems presented people with a pretty tough deal. They were promised paradise, but only if they cultivated compassion and tolerance, overcame craving and anger, and restrained their selfish interests. This was too tough for most. The history of ethics is a sad tale of wonderful ideals that nobody can live up to. Most Christians did not imitate Christ, most Buddhists failed to follow Buddha, and most Confucians would have caused Confucius a temper tantrum.

Oracle reports its PaaS and IaaS revenue together, which makes understanding its IaaS growth difficult. FY16 to FY17 revenue increased from $0.9bn to $1.4bn, equivalent to 60% YoY growth. The company claims to have added 14,000 IaaS and PaaS customers to OCI since its inception, almost all of them existing customers of its licensed software. Oracle’s overall revenue in 2016 was $37bn, so IaaS and PaaS still represent a small slice of the pie.

The company targets very large users, with 60% of its customers being MSPs, followed by enterprises at about 30%, and the rest coming from government agencies. It doesn't report the number of direct customers, but its website boasts 47,000 organizations as users, many of them employing ScienceLogic via service providers. Average annual contract value for direct customers is $125,000. Source: ScienceLogic targets new use case aimed at frustrated CMDB users

Ian Andrews explains and whiteboards out how all the cloud-native infrastructure fits together: https://www.youtube.com/watch?v=5DHCqRJIIpI Go to 7m21s if you want to skip right to the diagraming.

Application types: “The first result is that the airline will migrate to the IBM Cloud some of its critical applications, including the main website, its customer-facing mobile app and its global network of check-in kiosks. Other workloads and tools, such as the company’s Cargo customer website, also will be moved to the IBM Cloud.” Managed data-centers/cloud: “The airline will be able to utilize the global footprint of IBM Cloud, which consists of more than 50 data centers in 17 countries, in addition to a wide range of application development capabilities.

Thus far, it seems like the large banks are fending off digital disruption, perhaps embracing some of it on their own. The Economist takes a look: “Peer-to-peer lending, for instance, has grown rapidly, but still amounted to just $19bn on America’s biggest platforms and £3.8bn in Britain last year” “last year JPMorgan Chase spent over $9.5bn on technology, including $3bn on new initiatives” From a similar piece in the NY Times: “The consulting firm McKinsey estimated in a report last month that digital disruption could put $90 billion, or 25 percent of bank profits, at risk over the next three years as services become more automated and more tellers are replaced by chatbots.

I’m doing a podcast with Comcast in a few weeks, so I’ve been going over all their public talks on their cloud-native efforts. They’ve been working with Pivotal since around 2014 and are one of the more impressive customer cases with over a 1,000 applications now on Pivotal Cloud Foundry. Here are some highlights from the talks I’ve been watching. As always, things I put in square brackets are my own comments, the rest are quotes or summaries of what people said:

There’s lots of opinions on Cloudera’s IPO today. Here’s some that I’ve collected in my notebook. Not valued high enough? Despite the share-price being up 20% at close, some negative commentary focuses on their valuation dropping from Intel’s funding round, e.g., from Brenon at 451: The chipmaker paid up for the privilege, putting a ‘quadra unicorn’ valuation of $4.1bn on Cloudera. Altogether, Cloudera raised more than $1bn from private market investors, making the $225m raised from public market investors seem almost like lunch money.

With DockerCon this week, there’s no end of Docker quotables and items. Here’s my collection General momentum Once landed in an account, Docker usage grows their CEO says: There has also been expansion within customers, with organizations that start with Docker expanding their usage on average by five times within six months Way back in 2015, the (now annual?) DataDog study of Docker usage among their customers said that 2/3 of companies that try Docker adopt it.

MuleSoft’s IPO kicks up some interest and, here, a brief check-in with SnapLogic and Liaison. Including some market-sizing: The iPaaS market is expected to reach $2.9 billion in 2021, which Consoli said is a fraction of the overall integration market, which stands at about $12 billion today Link