Software Defined Talk: Docker is just cheap VMware, right?

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Our new episode is up, from this past Friday:

There’s tell that some people just look at containers as a cheaper way to virtualize, eschewing the fancy-lad “cloud-native stuff.” We discuss that idea, plus “the enterprise cloud wars,” and also our feel that Slack is actually a really good tool and company.

Listen directly, subscribe to the podcast feed, and go check out the full show notes, which has a web player as well.

Software Defined Talk: Snap’s cloud billions, Google’s social, Monitoring Startups considered hard, DHS wants your passwords

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This week’s episode is out:

Snap is looking to spend billions on AWS and Google Cloud over the next five years. We talk about what exactly that could be for, then check in with Google’s social strategy and thermostat strategies; meanwhile, the America Fuck Yeah crew wants to start gathering passwords at the boarder. Also, Brandon lays out the case that an open-core monitoring startup is a hard row to hoe.Also, Baltimore is not in Maine. (But Coté is pretty sure it actually is.)

Subscribe, tell your friends, or just download directly. Don’t miss the extensive show notes with plenty of bonus links.

Life after artisanal pork rinds (i.e. tech M&A), CostCo Down Under – Software Defined Talk #86

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This week’s episode goes over several recent M&A deals in tech: AppDynamics, Trello, and Apiary. Plus, Matt Ray’s report from CostCo Australia. Check out the full show notes, subscribe, and/or listen below:

“Oh! Scurvy! Again.” – Software Defined Talk #72

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It’s all fundings, divestitures, and acquisitions this week. Hashicorp gets some cash, HPE sells off it’s software group to Micro Focus, and Google buys Apigee…plus Twitter acquisition rumors. Plus sentient carpets.

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

With Brandon Whichard, Matt Ray, and Coté.

Show Notes

Twitter going to sell:

  • The rumors
  • “I still think Alphabet makes for the most logical acquirer of Twitter”
  • Dark Horse: Apple.
  • Really Dark Horse: IBM.

This Week in Tech PE: HPE Spins off Software

  • They got divested
  • “HPE will be retaining tools that support the company’s cloud and infrastructure businesses but will be spinning off tools for application delivery management, big data, enterprise security, information management, governance and IT operations management.”
  • From what I know of HPE, this seems to be overlapping. I’d love a list of “stays vs. goes”
  • Q3 2017, and you thought Dell/EMC was slow
  • Where does this leave HP? Will they acquire more SW or stay a “systems” company.
  • It makes you realize how “small” their SW group was.
  • Coté’s notebook on this topic.
  • Also, Thoma Bravo says it gets, like, 20-45% returns on assets it takes private.

Mid-roll

  • Check out cote.io/promos for more – free books, free cloud time, etc.
  • Lead-gen free webinar with an actual, real customer talking about cloud and Pivotal Cloud Foundry. An analyst and Coté too.
  • Check out my Sep. column over on The Register, about ROI and shit for DevOps. I’m really desperate to answer this “question.” Put on some high-waders and check out the comments, leave some to go spice it up in that asylum.
  • For more DevOps awesomeness, join the Chef Community Summit, October 26th and 27th in Seattle, WA. This Open Space event provides a great opportunity to connect with the DevOps Community and Chef Engineers over two days of engaging sessions and hallway discussions. Bring your ideas, passion and excitement for Chef and DevOps to this highly interactive event.
  • Go to summit.chef.io to register for this awesome event and use the code PODCAST to get 10% off your ticket!

Google buying Apigee. The whole API Economy thing.

Hashicorp Gets $24 million B-round

Blogging is dead

  • Coté gets better views/reads in Medium than on his broke-dick blog. (Maybe about 80-100 RSS subscribers.)
  • This makes him sad and confused about what he should do.

BONUS LINKS! Not covered in show

A16Z Not Best of the Best?

  • Clickbait
  • “Thought(sp?) it may fall short of some rivals, the company outperforms the average fund: Overall, its three funds have almost doubled their investment capital since inception.”

What’s Cisco Up To?

  • Our favorite Halo Effect company
  • What’s up with “software defined networking”? I was talking with someone recently and they posited that it’s
  • “dead-as-in-over-cause-all-the-big-cos-won.” Plus NSX does a lot (1,700 customers), right?

Short History of Open Source Forks

Thoughts on Nano Windows Server 2016

Moving from Docker to Rocket

Picks

071: Unbreakable Docker, or, elephants, er, like other elephants – Software Defined Talk

Eventually, you have to decide how your open source software is going to make money, and your partners probably won’t like it. That’s what the dust-up around Docker is this week, it seems to us. We also talk briefly about VMware’s big conference this week, and rumors of HPE selling off it’s Software group to private equity.

Check out the full show notes for links to the recommendations, conferences, and tech news items we didn’t get to cover: https://cote.io/sdt71

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

With Brandon Whichard, Matt Ray, and Coté.

SPONSOR

Show notes

  • Nippers – “Nippers learn about safety at the beach. They learn about dangers such as rocks, and animals (e.g. the blue-ringed octopus), and also about surf conditions, such as rip currents, sandbars, and waves. Older Nippers also learn some basic first aid and may also learn CPR when they reach the age of 13.”

Can someone explain this “Docker forking” hoopla?

  • Coté’s write-up.
  • Docker Inc. doesn’t want to be a commoditized building block
    From a Red Hat person: “The conflict started to escalate earlier this summer, when Docker Inc used its controlling position to push Swarm, it’s own clone of Kubernetes-style container orchestration, into the core Docker project, putting the basic container runtime in a conflict with a notable part of its ecosystem. Docker Inc. then went on to essentially accuse Red Hat of forking Docker – at the Red Hat Summit no less. After that, Docker Inc’s Solomon Hykes came out strongly against the efforts to standardize the container runtime in OCI – an initiative his company co-founded.”
  • Re: that episode where we discuss Docker ecosystem challenges: “Yet on a regular basis, Red Hat patches that enable valid requirements from Red Hat customer use cases get shut down as it seems for the simple reason that they don’t fit into Docker Inc’s business strategy.”
  • A fight over where to draw the line between free/open/commodified and costs/proprietary/competitive: “And while I personally consider the orchestration layer the key to the container paradigm, the right approach here is to keep the orchestration separate from the core container runtime standardization. This avoids conflicts between different layers of the container runtime: we can agree on the common container package format, transport, and execution model without limiting choice between e.g. Kubernetes, Mesos, Swarm.”
  • Don’t bring a pistol to a bazooka fight. Enterprises love RHEL – have you ever tried to sell Ubuntu into organizations? It’s like what selling NT must have been like.

VMware hybrid cloud solutionaring

This Week in Tech Private Equity…

BONUS LINKS! Not covered in podcast.

Spaces vs. Tabs

Recommendations

“No one wants to eat a finger-pie.” – Software Defined Talk #70

This week we discuss Rackspace going private and the OpenStack cloud scenarios that could have been. We also cover Matt Ray’s first trip to New Zealand where, sadly, he finds no Power Ranger monuments. Also, a little bi-modal flavor for ya.

Check out the full show notes (https://cote.io/sdt70) for links to the recommendations, conferences, and tech news items we didn’t get to cover.

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

With Brandon Whichard, Matt Ray, and Coté.

SPONSOR

Show notes

RAX goes private for $4.3bn

OpenStack dead, again.

  • “Tough times ahead”.
  • “There was a time when it was hard to read an article about OpenStack without hearing about ‘pets vs. cattle,’ and OpenStack was designed to herd cattle”
  • “It has itself become a big, complex pet, which is why Mirantis and others can make a living providing services, software and training.”
  • What could have happened: (1.) “we can beat AWS,” or, (2.) “containers, shoulda thought of that.”

Innovation is hard, esp. business-wise

  • How could you compete with AWS?
  • Word vs. Google Docs vs. Office 365.
  • Uber has spent at least $4bn?

BONUS LINKS! Not Covered in show

AWS Sentinel is Coming

  • Skunkworks-ish project from AWS for managed services. Potentially lots of partner conflict
  • “MSPs need to work with customers to convert their infrastructure to Platform-as-a-Service using microservices architecture,” said one AWS partner. “They also need to bring DevOps into the heart of the organization. Unfortunately, most MSPs don’t have the developers that truly understand this.”
  • “Few AWS Partners Are Really Surprised By Sentinel’s Emergence“

MariaDB switches away from open source license

Hashicorp Shuts Down Otto

Microsoft Open Sources Powershell

Recommendations

  • Brandon: first US college football game in Australia
  • Matt: Rugby, help me learn it.
  • Coté: BCG on two speed IT; Wizard of Oz series.

Too old for the buffet – Software Defined Talk #68

With Matt securely setup in Australia, we get the low-down on the down under. We also discuss rumors of HPE and Rackspace going private and catch up on Verizon buying Yahoo!

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

With Brandon Whichard, Matt Ray, and Coté.

SPONSOR

Show notes

HPE on the block?

YAHOO!

ChefConf

Recommendations

067: Fried chicken, Docker Swarm, tech journalism, or, “but that sweet @MattRay interpolation, tho.” – Software Defined Talk

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Is anyone minding the business side of these container orchestration plays? That’s the main topic we discuss after doing over recent Docker announcements. We then discuss the state of tech journalism and throw out a free business plan for left-ish fried chicken slinging.

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

With Brandon Whichard, Matt Ray, and Coté.

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Show notes

Rainbow Chicken vs. Chick-fil-A

  • The “happy meal” barter system.
  • The Left needs some fried chicken chain.

DockerCon

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

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

10 Hour Maintenance Windows on Oracle Cloud?

Operational Best Practices for Serverless

Checking in on CostCo

Recommendations

066: I-Bankers Smokin’ L’s in the Hot-tub – Software Defined Talk

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With two surprise acquisitions this week we have a lot of synergies to discuss. We cover Samsung picking up Joyent, and Microsoft buying LinkedIn. Highly related is a recent article trying to explain what’s going on with private equity buying tech companies. Then, we discuss the big news from chef we’ve been waiting for: the announcement of habitat.

Check out the full show notes for links to the recommendations, conferences, and tech news items we didn’t get to cover: https://cote.io/sdt66.

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

With Brandon Whichard, Matt Ray, and Coté.

SPONSOR

Show notes

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

bignews.chef.io

Mid-roll

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

Meta Podcast Stuff

Apple Announcement

Recommendations

065: The High-level WTF on “Scheduling”

We spend this week talking about workload scheduling, starting with Mesos. It’s a fun ride from CONTROL-M to Lambda, along with Cloud Foundry and serverless. So get ready to beat a horse into glue. Plus, how to handle gifts for father’s day and the usual recommendations at the end.

Check out the full show notes for links to the recommendations, conferences, and tech news items we didn’t get to cover.

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

With Brandon Whichard, Matt Ray, and Coté.

SPONSOR

Show notes

Father’s Day

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?

Mid-roll

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

Coté’s revamped Pivotal Conversations Podcast

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