Aaron (@aarondelp) and Brian (@bgracely) discuss the biggest trends from 2021, and make bold cloud computing predictions in 2022.

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TRENDS and MAJOR STORIES from 2021:

  • COVID pandemic continued, although some parts of many businesses opened up as vaccines became available.
  • Working from Home seems to be a very real, long-term possibility for many in Tech. 25% of workers changed jobs (via LinkedIn)
  • AWS - $60B, Azure - $68B, GCP - $15B
  • AWS has new leadership. re:Invent felt very different.
  • ARM is making a big push in the cloud (and Mac M1)
  • This idea of “supercloud” or “overlay cloud services” is gaining traction - companies like Red Hat, Snowflake, MongoDB, Confluent, CockroachDB, etc. are growing quickly as SaaS services, even when the cloud has a native service.
  • Cloudflare is making a move to chip away at AWS’ profits (egress networking)
  • Digital Ocean is making a bigger push around SMB cloud and developers
  • VMware become independent again (from Dell)
  • Cloud providers still haven’t acquired legacy software companies to get into the on-premises data centers. They keep adjusting their offerings (Outposts, Arc, Anthos)
  • Kubernetes keeps growing, but the hype has slowed down and moved to other areas adjacent to Kubernetes (Service Mesh, eBPF, etc.)
  • Software-Supply-Chains and DevSecOps “shift left security” are now heavily funded industry segments.
  • The metaverse, Web3, Crypto, NFTs are all starting to get a lots of hype (and confusion)

2022 PREDICTIONS:

  • Our 2020 Predictions from last year
  • Our 2021 Predictions from last year

AARON’s PREDICTIONS

  • Zero Trust Models (again…) - Also security has been/will be the hardest part of cloud and hot job market will continue
  • Microsoft will become top public cloud worldwide, AWS will fall to #2
  • Google will settle into 3rd, 4th, even 5th spot…

BRIAN’s PREDICTIONS

  • Alphabet/Google decides if they still believe they can get to #2 by 2023
  • We’ll start seeing the first generation of ex-AWS people starting new companies

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