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

Show Links:

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  • 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 work outside the major tech areas?

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