Software Defined Talk

Latest Episodes:

Episode 87: Snap's cloud billions, Google's social, Monitoring Startups considered hard, DHS wants your passwords Feb 11, 2017

Show notes

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.)

Mid-roll

Coté: we're a media sponsor for DevOpsDays Baltimore, March 7th to 8th. No discount code yet, but we're getting one.
Coté: Come see me talk at the Austin Cloud Meetup, Feb 22nd
Matt:
- Microsoft Ignite Australia: Chef will have a booth & a talk
- ChefConf ChefConf 2017 Teaser
Coté: check out Pivotal's DIY platform paper. tl;dr: for $7m/year with a two year on-ramp, you could build you own, or just buy Pivotal Cloud Foundry. Many of our customers have gone down this path and ended up not wanting to support the life of their own platform...which doesn't match the pace of innovation that the Cloud Foundry community can follow. Check out softwaredefinedtalk.com/diyplatform.

SnapChat's S-1

The S1
"We had 158 million Daily Active Users on average in the quarter ended December 31, 2016"
"We have committed to spend $2 billion with Google Cloud over the next five years." - perhaps 10% of their billing.
Also: "Snap will spend $1 billion on AWS through 2021."
Coté Show interview with former cloud boy, JJ.

The McLaughlin Group covers Google: What's up with them!

Robots opening doors.
Google, Nest, and DropCam - despite rocky start, maybe it's just a slow ramp-up, they have 50% y/y growth.
People think GCP is the shit.
"Purity vs. pragmatism."

Corrections

Thing to get angry about this week

DHS considering asking foreigners for passwords
I mean, really? A criminal is just gonna let you see their stuff? They'll just delete it, set up fake accounts, etc.
It's not like popping the trunk for a thief and finding lock picks and guns in the boot: with digital crime tools and weapons, you can hide and subterfuge.
And then the only people getting harmed are innocent people.
What the fuck is wrong with these people, and more importantly the shit-for brains who voted for them? (How can we de-shit those brains for 2018?)
Tweet about 3D chess of this meaning the government can't hack into your stuff...or can they?!?!

CNCF Buys RethinkDB's Code and Donates to the Linux Foundation

Not just marketing, but actually "freeing" code
Switched from AGPLv3 to ASLv2
"Abby," head of the Cloud Foundry Foundation. See a recent discussion with her and RedMonk's James Governor on developer skills in large organizations.

$2.5 million VC for Sensu!

BONUS LINKS! Not covered in episode

Microsoft does Azure Patent Indemnification

"The system is supposed to help ease the transition to the cloud by giving companies extra peace of mind. Right now, lawsuits over intellectual property relating to open source technology in the cloud are rare" Link
"those companies operating in a multi-cloud configuration won't be entirely covered"

Attempting to Categorize the Cloud Native Landscape

Cloud Displacing Intel's Enterprise Sales

"Tectonic shifts in the pattern of Intel's business show the devastating speed at which cloud is displacing traditional enterprise server sales" Link

Slack Enterprise Grid should make user management easier

Link

Uber Steers Away from Trump

"More than 200,000 customers had deleted their accounts." (Link)
"Many employees were not satisfied with his answer. On Wednesday, Uber staff members followed up by circulating a 25-page Google document titled "Letters to Travis" to tell the chief executive how and why his willingness to engage with the administration had affected them."

Puppet adds two vice presidents, hiring from Hewlett-Packard and EMC

"Puppet replaced nearly its entire executive team in 2016, including its chief executive and chief financial officers. It hired six vice presidents last year." (Link)

Rackspace lays off 6%

"Since being taken private [by Apollo], Rackspace has been working to trim its annual budget by 7%, or $100 million, according to documents filed with the Securities and Exchange Commission." (Link)
More figures from Barb Darrow.
Brief 451 coverage from Al:
"After eight years as a public company, Rackspace went private in August 2016 in $4.3bn leveraged buyout with Apollo Global Management."
"Rackspace just announced a layoff of 6% of its 4,600 employees"
"The company is expected to exceed $2bn in revenue and top 33% EBITDA margin for 2016."
Meanwhile, AWS at ~$10bn for 2016 with something like 20-23% profit margin (OpInc based on 2016Q4 numbers), Azure and GCP catching up: MSFT is probably $5-6bn, depending on how you categorize it. GCP probably $3bn at most (they don't break it out)?

Other thing to get worked up about: eliminating remote work

IBM on that colo shit
Brandon is safe! (He lives in Austin.)
Coté: I won't deny that working in smelling range is the best. But, the gains never feel like enough to enforce it. Plus, mega-city congestion and resulting classist systems, cf. The Wealth of Humans. It's a problem that should be solved, not embraced.

Recommendations

Matt:
- Manly Daily newspaper, so much unbridled snark. Link
- RTJ on NPR.
- I'm not sure I can pull this off.
Coté: Ezra Klein interview with Kara Swisher. She's inspiring is several ways, not least of which in modeling a way to be politely strident and opinionated: the opposite of imposture syndrome. Also, his talk with the Hillbilly Elegy guy. I mean: most of the whole podcast, just skip the ones that look trivial and repetitive, e.g., we get it: Trump is a lunatic. (See The Weeds and "The Nate Silver podcast.")
Brandon:
- Skiing in Solitude, Utah.
- The Daily podcast, from NYT.

Sponsored By:

Episode 86: Life after artisanal pork rinds (i.e. tech M&A), CostCo Down Under Jan 30, 2017

Show notes

With a flurry of M&A over the past few weeks, we discuss some of the more popular ones: AppDynamics, Trello, and Apiary. These kind of buys are all about what the acquirer plans to do with the new “asset” and the financial health of the company being acquired. We discuss these recent acquisitions, including who the “losers” are. Also, the low-down on CostCo in Australia!

Mid-roll

Coté: I’m speaking at DevOpsDays Charlotte, day two keynote, I think. Use the code SDT to get 25% off!
Matt:
Coté: much self-promotion to catch up on: I’m writing more “original content” on my blog, and plan to write more; subscribe to my newsletter for a round-up of stuff I blog, sent out on Sunday night, will tweak more.
Also, in the “grim” vein, Coté reviews some books on "automation," which John Allspaw rightly says should be called "new technology," fair enough. The 1983 paper on automation and humans is a good read too.

CostCo field report: Australia

It’s great!
US: No need for a hot pizza sign holder.
US: Rayban Wayfarers are like $130 now!

AppDynamics files for IPO… Cisco says NOT SO FAST

IPO filing...
“Our revenues for the fiscal years ended January 31, 2014, 2015 and 2016 were $23.6 million, $81.9 million and $150.6 million, respectively”
Cisco
$3.7 billion, about a 14-17X multiplier

Atlassian Buys Trello for $425 Million

Oracle Buys Apiary

“API Integration Cloud”
Coté’s coverage, with plenty more links: small asset working on a $660m API management market.

BONUS LINKS! Not covered in show.

HP Buys Stuff

You Know What DevOps Needs? An IEEE Standard

They’re working on it

Twitter

Google buying Fabric.
Facebook still king.

Do We Talk About Trump?

OpenStack Summits leaving the US
Red Hat, Microsoft, others making announcements against the Muslim ban
Coté says: these people are proven idiots. Don’t work with them.

Trump’s Twitter Moves Markets

Apparently he watches Fox and parrots their lines, so maybe someone at Fox is making a killing with “insider trading”?

RethinkDB: Why We Failed

Good read for how hard it is to crack the DB and OSS markets.
“In hindsight, two things went wrong – we picked a terrible market and optimized the product for the wrong metrics of goodness.”
Coté follow-up: be careful with TAM picking.

Yahoo is Altaba

Google’s AI Awakening

“How Google used artificial intelligence to transform Google Translate, one of its more popular services — and how machine learning is poised to reinvent computing itself.”
Extensive article on Google’s AI push from back in December

Alexa

Amazon’s OS
Also, there’s an estimated 24.5m of these voice things around.

ClusterHQ Shutting Down

Docker storage startup shuts down

Facebook’s 2016 Open Source Contributions

Open source continues to be great for recruiting (and probably code)

Google buys Twitter’s Fabric

CASH!

Bruce Sterling/Jon Lebkowsky “State of the World”

Always a good read

Recommendations

Brandon: RTIC 30oz Tumbler.
Matt:
Coté: big jar of green hatch! Get a 40! Also, how to feed three people with one bean.

Sponsored By:

Episode 85: Being an analyst without being an asshole - Coté’s professional life, part 2 Jan 20, 2017

Show notes

In part two of Coté navel gazing, we discuss Coté’s life as an analyst and strategists. Matt Ray is off in Australia-land, so it’s just Brandon and Coté. We discuss: what IT analyst work on; working with marketers that have poor, nothing new material; learning how to function inside a large company in the executive suite; M&A and investment bankers, getting shit done in large companies (it’s always slow), like Project Sputnik.

Mid-roll

DevOpsDays Charlotte, Feb 6th and 7th, 2017 - get 25% of when you register with the code SDT. Coté’s speaking at it! ChefConf 2017 Teaser

Show Notes

See part one of this series.
Coté’s published work at RedMonk.
Coté’s analysis on disruption in the industry analyst business, going over the business as it matters to the individual analysts.
A discussion of Project Sputnik with Coté and Barton George, episode 34 of Pivotal Conversations.
Collected tips on surviving and thriving in a big company, recording a presentation at Devoxx Poland 2016.

Recommendations

Brandon:

Prototyping for Designers, by Kathryn McElroy.
Pod Save America podcast (née Keepin’ it 1600)

Coté:

Bolthouse Farms, 100% Carrot Juice, 32 oz
The perfect shoe for white collar yokels: Clarks Men's Trapell Form Slip-On Loafer
At CostCo (or Amazon): 505 Southwestern Hatch Valley Green Chile Salsa 40 Oz

Sponsored By:

DevOpsDays: Come see Coté and many other great speakers at DevOpsDays Charlotte, Feb 6th and 7th. Use the code SDT to get 25% off registration! Promo Code: SDT

Episode 84: 2017 Predictions: cloud, containers, AI Dec 21, 2016

Show notes

After speculating on GitHub’s business we throw out our 2017 predictions. We cover AWS, containers, AI, and government IT. Since holiday family time is coming up, Brandon also suggests some simple family IT help-desk tasks - like backup - and throws out the stretch goal of discussing 2FA at the dinner table.

Mid-roll

Coté: Come see me January 10th in Phoenix, 5:30pm at the Galvanize Office. Free parking!
Coté: Pivotal Cloud Foundry 1.9 is out. It adds in Google Cloud & Azure support, so you’re all multi-cloud ready; it will run 250,000 containers concurrently; you can now auto-scale on based on new metrics like HTTP Latency and HTTP Throughput, so when your app seems slow to users, the platform kicks in to make it go faster (previously, CPU; Spring Boot developers will see handy diagnostics info about their apps with new Actuator (diagnostic thing) integrations; devs can use PCF to run “tasks” (one time processes); and, of course, a slew of security updates are bundled in. Go to cote.io/pcf19 to check out my highlights and see a link to a longer, more detailed post.

Feedback & Follow-up

Nice review from Kiyoto!
We’re in the 2,500 downloads an episode range now - thanks listeners!

Show Notes

GitHub

Bloomberg cover their recent year.
...losing $66 million so far for 2016 - what would GitHub be spending that on? Did some upload a lot of JPGs to their repo?
'Sitting in a conference room featuring an abstract art piece on the wall and a Mad Men-style rollaway bar cart in the corner, GitHub’s Chris Wanstrath says the business is running more smoothly now and growing. “What happened to 2015?” says the 31-year-old co-founder and chief executive officer. “Nothing was getting done, maybe? I shouldn’t say that. Strike that."'
“Secular” growth.

Brandon's Predictions

Growth on the Edge, presentation (from a16z GP Peter Levine) - the end of cloud computing and the return to the edge.

Recommendations

Matt: Surfing Santas: Sun, Fun and an Aldi Ham!
Brandon: DBAN - Darick Boot & Nuke, Crashplan, Time Machine Multiple Disk
Coté: Stratechery newsletter. He can be a little trying at times, but who isn't? He’s one of the most interesting, open, and honest IT analysts out there. See the 2016 round-up from Ben

Links:

GitHub Is Building a Coder’s Paradise. It’s Not Coming Cheap — The VC-backed unicorn startup lost $66 million in nine months of 2016, financial documents show.
Growth on the Edge presentation — the end of cloud computing and the return to the edge

Episode 83: I think the word we object to is "DevOps" Dec 16, 2016

Show notes

...Statler and Waldorf talk with Fozzie
...What's the "OpsOps" of DevOps?.
...Never say you're going to spend $1bn on anything

What exactly is DevOps? We dare to discuss that at first and then get into Amazon's new managed hosting offering. There's some new container news with containerd from DockerInc land, and some little notes on Azure's features and Cisco's InterCloud shutting down. Also, we find out which Muppet each of us would be played by in The Muppets Take Over Software Defined Talk.

Mid-roll

Coté: Come see me January 10th in Phoenix, 5:30pm at the Galvanize Office. Free parking!
Coté: check out my interview with Tony at Home Depot about their first year being cloud native, on Pivotal Cloud Foundry. They went from 0 to ~150 apps in their first year. Like, real, business critical apps that you probably end up interacting with (pro tools, paint), plus internal facing apps.

Feedback & Follow-up

The Doc Martin shoes: Hickmire. Thanks to Chris Short.

The DevOps

App dev vs. IT service delivery.
DevOps Kung Fu, Adam Jacob's talk on the inclusion of everyone in the org chart in DevOps
What is DevOps without Dev? Is there OpsOps?

AWS Managed Services

Amazon will manage your shit now, with real live peoples
"This is actually a thing. It's called managed cloud."
"This is actually a thing. It's called managed cloud." - this is a good example of the more subtle way of "paying off analysts." More like: changing their minds.
"Designed for the Fortune 1000 and the Global 2000, this service is designed to accelerate cloud adoption"
AKA "We're eating our partners" AKA "RACKSPACE: YOU'RE UP!"
Coté: Is this like a service desk and a runbook for spinning up AWS stuff? Plus actual AMZN staff to "manage" the infrastructure like patching and such right?
Coté: I was just talking with someone yesterday who's mission was "optimize how we do IT without me telling you what I want to do with IT." That is: lower costs and give us the ability to do whatever we may want in the future in under a year's planning/effort.
Bezos doesn't like meetings without a memo
http://static2.businessinsider.com/image/5851aebfca7f0c24018b5b6f-2400/ap16349721408436.jpg

Don't Sleep on Microsoft

Damn, that's a monstrous URL
GPUs, HANA, Media Services, Machine Deep Learning, Data Lake, Single-instance virtual machines
Coté: I hear data is a thing. And AI.

Cisco Shutting Down Their InterCloud

Coté's audition for an ElReg headline writer: Cloud InterRUPPTED
$1 Billion isn't enough, "score another body bag win for the unstoppable Amazon Web Services"
"Meanwhile, the cloud providers like Amazon, Microsoft, and Google aren't using a lot of Cisco gear. They are increasingly using a new style to build networks that relies more on software and less on high-end, expensive hardware."
Sharwood@ElReg: "OpenStack public clouds have an unhappy history: Rackspace felt it could build a business on the platform, but has since changed tack. HP pulled out of its own Helion public cloud. If Cisco is indeed changing direction, the OpenStack Board has some interesting matters to ponder."
Theory: AWS means on-premise IT is over-serving. You actually don't need all that. Incumbent vendors succumbed to the strategy aphasia of the disruptor's' dilemma (weren't willing to sacrifice/take eye off the ball of existing success and revenue) and lost to Amazon's lower capabilities, lower price approach. WHEN WILL TECH PEOPLE LURN?
There was this talk several years ago that was all like: "well, obviously, we shouldn't compete strategy-to-strategy with Amazon. We should provide the enterprise version!" Apparently, that was dead wrong. People confused Apple's ability to sell at an insane premium with the market not caring about x86 &co.

Docker Contributes Containerd

Containers in Production!

Round-up of some container survey poking
n=338 respondents
Sidenote: Jenkins win. Good job biffing that one Oracle. But then again: is there any money in it?
"This leads us to a very difficult operational problem – how do we ensure security, and understand the makeup of an application while still allowing developer velocity to increase."
More Docker usage numbers from DataDog!
"ECS adoption has climbed steadily from zero to 15 percent of Docker organizations using Datadog. (And more than 10 percent of all Datadog customers are now using Docker.)"
How do I read this? Does it mean adoption is fast after an initial tire-kicking? "In the 30 days after an organization starts reporting ECS metrics, we see a 35 percent increase in the number of running containers as compared to the 60-day baseline that came before. Using the same parameters, we see a 27 percent increase in the number of running Docker hosts."

CoreOS Tectonic Goes Freemium

Erryone's favorite business model
Kubernetes 1.5 coming soon
- Shipping upstream version3
Renamed their distro to Container Linux
They have attempted to coin the phrase "self-driving Kubernetes" -- God help us.

BONUS LINKS! Not discussed on show.

More AWS Followup

Missed a talk?
Open sourced a Deep Learning library:
- AWS is still really new to contributing to OSS, Cockcroft has been pushing them. Also see the Blox.github.io stuff we didn't talk about last show
AWS OpsWorks for Chef Automate Q&A
AWS Canada & London!
Strange Brew Region
hello hello hello what's all this then region
"brings our global footprint to 16 Regions and 40 Availability Zones, with seven more Availability Zones and three more Regions coming online through the next year"

Docker Acquires Distributed Storage Startup Inifinit

"the Infinit platform provides interfaces for block, object and file storage: NFS, SMB, AWS S3, OpenStack Swift, iSCSI, FUSE etc."
To be open-sourced
Extends the stateful application story

CA Buys Automic for $635 million

"CA fights legacy status with DevOps automation tools buy" - that's not a good headline for your Christmas cards.
$635 million, Crunchbase says they were founded in 1985(?)
Hey look, it's my man Carl Lehmann at 451!

New CEO at BMC

Beauchamp goes to board, Polycom dude steps in a CEO
"Beauchamp said many of BMC's products are achieving double digit growth and double-digit profitability."

Red Hat OpenShift on GCE and JBoss on OpenShift

In case you need more management on your GCE? AWS is already there, probably Azure soon.
I wonder if there's a deficiency in Google's offering that it's more of a consumed resource than a platform a la AWS? Plenty of management in AWS already?
JBoss on it

Dell Q3

"Dell Technologies Posts $2B Loss, But EMC Deal Already Boosting Revenue"

Stonic, (not) An Ansible Fork?

Stonic will be licensed under AGPL-3.0 :facepalm:
Coté: why is AGPL bad?

Australian 2016 Word of the Year: "Democracy Sausage" (saved you a click)

Democracy Sausage

Google Makes So Much Money It Never Had to Worry About Financial Discipline - Until Now

Candy, not CREAM
Brandon called this way back when.
But what about Google Fiber in my neighborhood?
Best shruggie use of th eyear

NVIDA $129k computer.

"Fewer than 100 companies and organizations have bought DGX-1s since they started shipping in the fall, but early adopters say Nvidia's claims about the system seem to hold up."
Does it pass the Coté AI Test? I.e.: can it fix scheduling meetings across different organizations?

Recommendations

Brandon: Mobile eating the world.
Matt: Jenn Schiffer's "No One Expects The Lady Code Troll"
Coté: Senso bluetoother headphones. Trapper hats all winter long.

Episode 82: Attack of the two-pizza teams Dec 09, 2016

Show notes

...Eventually, someone has to clean up the leftover pizza.

...That sweet OpEx.

..."Easy to stay."

Amazon came out with a slew of features last week. This week we discuss them and take some cracks at the broad, portfolio approach at AWS compared to historic (like .Net) platform approaches. We also discuss footwear and what to eat and where to stay in Las Vegas.

Footware

Kenneth Cole slip on shoes.
Keen Austin shoes, slip-on and lace.
The Doc Martin's Coté used to wear, Hickmire.

Mid-roll

Coté: the Cloud Native roadshows are over, but check out the cloud native WIP I have at cote.io/cloud2 or, just check out some excerpts on working with auditors, selecting initial projects, and dealing with legacy.
Matt: Presenting at the CC Dojo #3, talking DevOps in Tokyo

AWS re:Invent

Matt Ray heroically summarizes all here.
Richard has a write-up as well.
RedMonk re:Cap

Global Partner Summit

Day 1 - "I'd like to tell you about…"

Amazon Lightsail
- Monthly instances with memory, cpu, storage & static IP
- Bitnami! Hello Digital Ocean & Linode
Amazon Athena
- S3 SQL queries, based on Presto distributed SQL engine
- JSON, CSV, log files, delimited text, others
- Coté: this seems pretty amazing.
Amazon Rekognition
- Image detection & recognition
Amazon Polly
- Text to Speech in 47 Voices and 24 Languages
- Coté: Makes transcripts?
Amazon Lex
- Conversational voice & text interface builder (ie. chatbots)
- Coté: make chat-bots and such.
AWS Greengrass
- Local Lambda processing for IoT
- Coté: is this supposed to be, like, for running Lambda things on disconnected devices? Like fPaaS in my car?
AWS Snowball Edge & Snowmobile
- Local processing of data? S3/NFS and local Lambda processing? I'm thinking easy hybrid on-ramp
  - Not just me
  - More on it
- Move exabytes in weeks
- "Snowmobile is a ruggedized, tamper-resistant shipping container 45 feet long, 9.6 feet high, and 8 feet wide. It is waterproof, climate-controlled, and can be parked in a covered or uncovered area adjacent to your existing data center."
- Coté: LEGOS!
More instance types, Elastic GPUs, F1 Instances, PostgreSQL for Aurora
- High I/O (I3 3.3 million IOPs 16GB/s), compute (C5 72 vCPUs, 144 GiB), memory (R4 488 Gib), burstable (T2 shared)
- Mix EC2 instance type with a 1-8 GiB GPU
- More!
- F1: FPGA EC2 instances, also available for use in the AWS Marketplace
- RDS vs. Aurora Postgres? Aurora is more fault tolerant apparently?

Day 2

AWS OpsWorks for Chef Automate
- Chef blog
- Fully managed Chef Server & Automate
- Previous OpsWorks now called "OpsWorks Stacks"
- Cloud Opinion approves the Chef strategy
EC2 Systems Manager
- Tools for managing EC2 & on-premises systems
AWS Codebuild
- Managed elastic build service with testing
AWS X-Ray
- Distributed debugging service for EC2/ECS/Lambda?
- "easy way for developers to "follow-the-thread" as execution traverses EC2 instances, ECS containers, microservices, AWS database and messaging services"
AWS Personal Health Dashboard
- Personalized AWS monitoring & CloudWatch Events auto-remediation
- Disruptive to PAAS monitoring & APM (New Relic, DataDog, App Dynamics)
AWS Shield
- DDoS protection
Amazon Pinpoint
- Mobile notification & analytics service
AWS Glue
- Managed data catalog & ETL (extract, transform & load) service for data analysis
AWS Batch
- Automated AWS provisioning for batch jobs
C# in Lamba, Lambda Edge, AWS Step Functions
- Werner Vogels: "serverless, there is no cattle, only the herd"
- Lambda Edge for running in response to CloudFront events, ""intelligent" processing of HTTP requests at a location that is close"
- More
- Step Functions a visual workflow "state machine" for Lambda functions
- More
  - BLOX: EC2 Container Service Scheduler
- Open source scheduler, watches CloudWatch events for managing ECS deployments
- Blox.github.io

Analysis discussion for all the AWS stuff

Jesus! I couldn't read it all!
So, what's the role of Lambda here? It seems like the universal process thingy - like AppleScript, bash scripts, etc. for each part: if you need/want to add some customization to each thing, put a Lambda on it.
What's the argument against just going full Amazon, in the same way you'd go full .Net, etc.? Is it cost? Lockin? Performance (people always talk about Amazon being kind of flakey at times - but what isn't flakey, your in-house run IT? Come on.)

BONUS LINKS! Not covered in episode.

Docker for AWS

"EC2 Container Service, Elastic Beanstalk, and Docker for AWS all cost nothing; the only costs are those incurred by using AWS resources like EC2 or EBS."
Docker gets paid on usage?
Apparently an easier learning curve than ECS + AWS services, but whither Blox?

Time to Break up Amazon?

Someone has an opinion

HPE Discover, all about the "Hybrid Cloud"

Hybrid it up!
Killed "The Machine"
HPE's Synergy software, based on OpenStack (is this just Helion rebranded?)
Not great timing for a conference
Sold OpenStack & CloudFoundry bits to SUSE, the new "preferred Linux partner":

How Google is Challenging AWS

Ben on public cloud
"open-sourcing Kubernetes was Google's attempt to effectively build a browser on top of cloud infrastructure and thus decrease switching costs; the company's equivalent of Google Search will be machine learning."
Exponent.fm episode 097 — Google vs AWS

Recommendations

Brandon:
- Apple Wifi Calling & Airplane mode.
- Westworld worth watching.
Matt:
Coté: W Hotel in Las Vegas and lobster eggs benedict at Payard's in Ceasers'

Outro: "I need my minutes," Soul Position.

Sponsored By:

Pivotal: Check out Coté's work in progress, the ~50 page cloud native journey, edition two book. It coverers the common questions, best practices, and snarky takes on doing better software in large organizations.

Episode 81: DevOpsDays Sydney 2016 Dec 07, 2016

Show notes

It's a special interloper episode from Australia! Matt Ray guests on the Arrested DevOps show live-to-tape from DevOpsDays Sydney, along with Bridget Kromhout, Matthew Jones, Lindsay Holmwood, Mick Pollard, Katie McLaughlin.

Special Guest: Bridget Kromhout.

Episode 80: The case for flying Southwest and Oracle buying Dyn, and containers Nov 29, 2016

Show notes

With all the domestic, direct flight, the gang lays out the case for Southwest. Coté salivates at the prospect but is worried about sitting next to chicken cages, but there's plenty of $500 shoe sales people on board. We also discuss Oracle buying Dyn, AWS's power, the looming cloud success of Microsoft, and, of course, containers.

Octogenarian style: It’s episode 80! The Brittle Bones Anniversary.

Feedback & Follow-up

At least one person came correct and said CostCo.
I think we’re now in the 2,000 to 2,500 downloads range. Good job listeners!

Mid-roll

Coté: stop the container madness and just use Pivotal Cloud Foundry.
Coté: the Cloud Native roadshows are over, but check out the cloud native WIP I have: - or, just check out some excerpts on working with auditors, selecting initial projects, and dealing with legacy.
Matt: Dec 1st and 2nd - DevOps Days Australia 20% discount code - SDT2016.
Matt: Sydney AWS Meetups: December 6, December 7.

Oracle Buys Dyn

Coté needs a dial-a-friend on this one.
Fleshing out their cloud coverage
This is what Coté frequently concluded when doing cloud strategy
Softlayer and AWS compared

Sorry Oracle, Taking Down AWS is Alibaba’s Job

“Alibaba Cloud president Simon Hu has said the company is working to surpass AWS within four years.”
We’ll see if YUGEly can wrap his head around IaaS protectionism.

Skyliner.io

“You only get one hill to die on, so choose wisely”
New AWS-native PaaS from Etsy/Stripe/SquareSpace veterans
Coté: I feel like I’ve read this blog post before. Maybe I even wrote it? So much typing.

Microsoft Joins the Linux Foundation - we’re beyond the cats and dogs mirror!

Steve Ballmer is spinning in his grave
More than just Linux
Add to this Visual Studio on the Mac.
Google joined .Net Foundation Windows, internet, phone, cloud

BONUS LINKS! Not covered in show

Recent Coté Nonsense

Red Hat wants to make Kubernetes boring (and successful)

They’ve certainly made OpenStack boring (zing!)
“Not that Red Hat is calling Kubernetes "boring." Instead, they're calling it "Enterprise-Ready," which is basically the same thing.”
I dig that Matt Asay style. Dude knows how to pick a quick topic.

The End of General Purpose Computing

More precisely, as the title says “The End of the General Purpose Operating System“
“What we're witnessing in the market is the development of vertically integrated stacks”
“In all of these cases the operating system is an implementation detail of the higher level software. It's not intended to be directly managed, or at least managed to the same degree as the general purpose OS you're running today.”

Apple Drops AirPort Routers

I’ve got 3 of them, pretty solid.
We don’t talk about Apple much here. Possible topic: what’s up with Apple now-a-days?

Trump vs. Tech

“Now we will have a president whose affinity for high-tech seems limited to Twitter bullying”
Interesting when you think that the heads of Google, Microsoft, Apple and probably Amazon (Bezos owns Washington Post) are all at odds with Trump. Facebook is trying to not piss anyone off. Not sure if we want to talk about it, so maybe it’s just a show note.

MacOS Security and Privacy Guide

Lots of practical tips for a safer Mac experience

Black Friday & Cyber Monday

"the sweet smell of cyber dealz"

Recommendations

Brandon: Left, Right, Center
Matt:
- Thanksgiving in Sydney: http://www.musicalsoupeaters.com/thanksgiving/
- Magpie Attacks!
- Play your music at 10x slowdown, makes for good ambient listening. It’s up on GitHub if you want to do it to your own music collection, currently Ogg-only :(
Coté: It Follows.

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Episode 79: From a vegan, clothing optional co-op to working with banks and oil companies - Coté’s professional life, part 1 Nov 17, 2016

Show notes

How does one go from living in a vegan, clothing option co-op working on a philosophy degree to hustling enterprise software? That's the story of Coté's career that we discuss in this episode. Matt Ray is out, getting the bills paid, so Brandon interviews Coté about how he got here, professionally. We end the story around 2011; maybe we'll pick up next time it's just the two of us.

Show Notes

House of Commons Co-op, Austin, Texas. See some pictures of a simpler time there.
I think this is that Victorian Literature professor.
He's the one that taught me how to use books as tools, writing in them and whatnot.
A typical day at BMC. Always lots of jokes, there. See more pictures.
In 2005, Coté wrote two pieces on IBM Lotus stuff: one on "Workplace for Business" and another on how I thought they should move it to Eclipse. Who knows why, really?
Lala's, where it's Christmas all year round.
James Governor and Stephen O'Grady.
Coté at RedMonk.

Recommendations

Brandon: Ready Player One.
Coté: Start and Scaling Devops in the Enterprise, Gary Gruver’s new book, an awesome 90 minutes read.

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Episode 78: Trump's possible effect on tech, plus, containers Nov 11, 2016

Show notes

We discuss possible effects that the Trump presidency will have on the tech world. The ideas are more or less known, but the details and whether they'd be enacted are sketchy and unreliable. Before that, of course, we talk about containers.

This episode features Brandon Whichard, Matt Ray, and Coté.

Mid-roll

Matt: Dec 1st and 2nd - DevOps Days Australia 20% discount code - SDT2016.
Coté: Nov 16th - Cloud Native Roadshow in Omaha, next week.
Coté: Various dates - Pivotal Cloud Native Roadshows - Cincinnati - Nov 10; St. Louis - Nov 14; Hartford - Nov 16; Denver - Nov 18; New York - Nov 22; Los Angeles - Nov 28.

K8s Operators

Stateful applications for K8s, a shot at Mesos?
Prometheus & etcd first examples (spark? hadoop?)
This begs the broad question: so, what’s CoreOS’s business posture now?

Azure Container Service, now with K8s

Those Microsoft folks will just put anything that looks tasty in their cloud - what a reversal from the Microsoft we grew up with.

Docker in Production: A History of Failure

From this dude’s perspective: a failure of product management and stable releases.
Bugs, documentation spotty, cleanup scripts, kernel support (Debian!?), aufs & overlay & overlay2, 7-hour outage with no post-mortem
“Docker only moves forward and breaks things”
“The docker hype is not only a technological liability any more, it has evolved into a sociological problem as well.”
A retort… that mostly agrees
“boring tech is what makes money” shiny tech makes resumes?

Mesosphere

Jay Lyman on the momemtum: “Mesosphere does not disclose its number of paying clients, but says it has dozens of large enterprise customers, its primary target. The company says its experience supporting software deployments in production is among its key differentiators, helped by the use of Apache Mesos by companies such as Twitter, Netflix, Airbnb, PayPal and Yelp, which was featured in a 451 User Deployment Report. Mesosphere says its focus is customer deployments of 500-1,000 nodes per day in production. It also says the bulk of its customers are licensees with professional services accounting for less than 10% of its clients, which tend to move to its subscription software.”

TrumpTech, aka, “Putting the 400 lbs hackers on diets.”

Turns out there is some marginally clear policy, just not McKinsey title mode versus white papers.
Jonathan Shieber@Tech Crunch: "The biggest question facing millions of Americans this Wednesday is: just how much of what Donald Trump said on the campaign does he intend to actually try to make happen." (For example, Korea.)
Dave Lee, at the BBC has a good laundry list: “Uncertainty, frustration and an increased fragility for the global home of tech innovation. Mr Trump certainly won't want to go down as the president who destroyed Silicon Valley, but the concern here is that of the few policies that have been explained in detail, some seem directly at odds with each other.”
10% repatriation program - tech companies have tons of cash abroad:
Historic rates: “At the highest tax rate, corporations must pay 35% to repatriate capital, minus local taxes charged by countries in which the funds are held.”
- Hardware: “AAPL (93% of $230bln), CSCO (91% of $64.6B), IBM ($8.2B total cash, undisclosed % of cash held overseas but note 58% of earnings are from non US operations), HPE ($10.0B total cash, undisclosed % of cash held overseas but 65% of earnings are from non US operations), HPQ ($5.6B total cash, undisclosed % of cash held overseas but 65%-70% of earnings are from non US operations), JNPR (94% of $3.2B).”
- Software: “Specifically, some of the mid and large cap companies that have large cash balances “trapped” offshore are likely to benefit from being able to return a portion of this cash to shareholders. We note companies with high gross cash balances trapped offshore include: ADBE (85% of $4B – from 2015 10-K), ADSK (86% of $2.1B), CA (76% of $2.7B), CTXS (80% of $2.45B), FTNT (38% of $1.2B), ORCL (76% of $56B – pre-N), MSFT (96% of $113B – pre-LNKD purchase), RHT (42% of $2.0B), SYMC (93% of $5.6B – post-BC), VMW (77% of $7.5B), VRSN (68% of $1.9B). We believe the chances increase of a larger share repurchase or (lesser chance) dividend from these companies.”
Apple & Amazon are not in a good situation - they’ll be a good test of WTF happens. Meanwhile, tech stocks dropping a bit.
Ovum has a shit ton of quick analysis, all free:
- Fear of US public cloud companies, globally. Remember the freak-out from NSA stuff? Same idea. I think the Gemans got over it.
- Outsources:
- “A massive curtailing of H-1B visas, for example, will mean providers will need to make immediate shifts in what they’re able to offer customers locally, unless or until they’re able to compensate with talent.”
- “For providers, there’s also the unanswered question of the impact on US government spending.”
- [Education](https://www.ovum.com/trumping-expectations-now-us-public-sector-2/ - some proposals for de-centralizing, meaning fragmentation of IT spend.
- Government talent, regulations, and spending - “If there is a large exodus of high-caliber and skilled staff, how will departments fill the gap? It also raises the question of funding for programs aimed at modernizing tech in the federal government such as F18 and FedRAMP. Trump might reduce the barriers to swapping out tech and push down expenditure that way. Certainly, the high cost and length of time needed to get Authority to Operate (ATO) under FedRAMP has been a barrier to uptake.”
- Telcos - other than him stating he’d stop the AT&T/TimeWarner merger, telco stuff is very unclear. No one’s sure what the traditional Republican +/- Trump equals, or what the formula is.
M&A from Brenon@451: “Chinese buyers probably won't be shopping as freely in the US in the coming years.” They spent $14bn this year, I think. Chinese buyers have recently picked up Ingram Micro, which swings nearly $50bn worth of tech gear and services each year, 25-year-old printer maker Lexmark and even a majority stake in the gay dating app Grindr." Also see shorter blog post with chart of Chinese M&A spend.
Snowden for Head of NSA!.

Follow-up

BONUS LINKS! Not covered in episode Matt wrote up an Amazon ECS thing

The blog entry

Doing Business in Japan

Not new, but a good primer.

Recommendations

Brandon: New season of The Startup podcast
Matt: TransferWise for transferring money abroad. A16Z on TransferWise.
Coté: “Tighten Up.”, Archie Bell & The Drells - once you’re done being depressed, get your shit back together. HSAs. Meanwhile, this “pastrami burger” at 3 Greens Market in Chicago is AMAZING.

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