2018 Year in Review

Show: 378

Description: Aaron and Brian review the biggest news, trends and topics of 2018.Show Sponsor Links:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtCloudcast Housekeeping:Thank you to our sponsors, both A Cloud Guru and DataDog64% of Krispy Kreme Funding - http://bit.ly/Cloudcast-Donuts201951 Shows, Avg Listens (show): 18-20k (+19%), Avg Rank iTunes Technology: 63Over $50B in M&A and VC Funding for guests (all-time)Acquired: Red Hat, Rightscale, CoreOS, GitHub, Evident.io, Loggly, CloudHealth, VictorOps, BonsaiIPO: PivotalFunding: SWIM.AI, Stryth Leviathan, Atomist, Kasten, Lightstep, Rubrik, Hashicorp, A Cloud GuruShow Notes:Previous Year Cloudcast Predictions: 2017, 2016, 2015, 2014,Top Tech Trends (expected) in 2019 (via CBInsights)Commercial Open Source Software Companies ($100B)Cloudability - State of the Cloud (2018)Big Trends:Gartner IaaS MQ is down to 6 companies (AWS, Azure, GCP, Alibaba, IBM, Oracle)AWS growing +40% ($25B revenues) and Azure revenues ~ $28-30B (but not explicitly broken out) - AWS claimed at re:Invent to have 51% market-share.Big acquisitions around Open Source (Red Hat, GitHub, Hortonworks)A new push by Open Source companies (Redis, Confluent) to change their licensing model to help protect them from public cloud providers taking their software and not giving back - http://dtrace.org/blogs/bmc/2018/12/14/open-source-confronts-its-midlife-crisis/Big funding and investments around HCI and Backup HCIKubernetes continues to dominate containers and cloud-native (see: @PodCTL podcast)New CEO at Google Cloud (Thomas Kurian)Blockchain seems to need a new PR agencyInterest rates are rising (2 more raises are projected in 2019), which changes all the VC modelsTech Stocks (2018):S and P 500: (-12.2%), DJIA: (-12%), NASDAQ: (-8%)AAPL: (-12%), AMZN: (+14%), CSCO: (+5%), FB: (-29%), GOOG: (-7.5%), IBM: (-30%)MSFT: (+11%), NFLX: (+25%), NTAP: (-1%), NTNX: (+1%), ORCL: (-11%), RHT: +43% (acquired by IBM)PVTL (0%), SAP: (-8.5%), SFDC: (+18%), VMW: (+13%)How are SaaS priced after 2018 correction? - https://tomtunguz.com/just-where-are-saas-companies-priced-after-the-2018-correction/

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