TruePrivateCloud

Wikibon True Private Cloud
Community discussion of Wikibon's new TPC definition and market forecast
John Furrier
Ok let me add some controversial topic: Does True Private Cloud help or hurt the pre-IPO unicorns?
John Furrier
Nutanix and other are looking at holding off IPO is that bc the market for private or hybrid is soft or just the Arctic Winter in tech coming?
Dave Vellante
interesting that Nutanix is the only "unicorn" in the top 10
Floyd Strimling
I would not invest in a company that has chosen to build their own private cloud. Unless you are making billions of dollars of REVENUE, you have no business doing it yourself Use #AWS and get over it.
Justin Augat
So assumption would be that pre-IPO unicorns are not using AWS (i.e. they had a reason to keep data onprem). Starting from greenfield and establishing operational and financial models that fit True Private Cloud would be key
Marc Farley
the cold breeze that's blowing John. Winter is coming!
John Furrier
Palantir is #5, Cloudera is #25, Slack #42, Nutanix #55 in all unicorn valuation rank
Floyd Strimling
Nutanix is a wonderful solution but like all IPOs the game has change and fundamentals matter. Can't burn money forever.
John Furrier
@PlatenReport agree i commented on FB on this overstaffing and overvaluations are hitting everyone hard;
Dave Vellante
@PlatenReport Uber is clawing back toward private cloud - icebergs ahead?
John Furrier
. @PlatenReport #unicorn bus algorithm; if (rev<costs) then (pivot) else (sell)
Floyd Strimling
@dvellante They have the revenue stream to do this but will they be able to scale fast enough. There is not an endless supply of cloud talent and cloud is hard
John Furrier
Where is @Enderle when we need him..!!
Stuart Miniman
I heard a great quote: all of the public guys wish they were private and all of the private guys wish they were public
Justin Augat
Many newbie startups use public cloud because it's just easier to "get up and running" (vs building a DC with no revenue) - but there is a BIG inflection point as many companies realize costs, SLAs, compliance etc, require onprem
Deepak Seth
will public cloud stay truly public ar would it become more like a partitioned multi-tenanted cloud
Deepak Seth
will public cloud stay truly public or would it become more like a partitioned multi-tenanted cloud...loss of economies of scale
Justin Augat
The startup room is big and the available exits are small. Funding drying up as Fed tightens
John Furrier
@AugatHDS nailed it; it's a buyers market so the sellers marketplace is hot that is VCs
Deepak Seth
but will make many corps.lose less sleep over data security
ViewYonder
@PlatenReport +1 CSPs competing with their ent customers over same talent pool, non-cloud techies struggle to get cloud skills
Kenneth Hui @rubrikInc HQ
Seems as though the big 3 - AWS, Azure & GCE all have hybrid plays but approach the problem differently.
Stuart Miniman
care to elaborate?
Kenneth Hui @rubrikInc HQ
AWS is building virtual private clouds, Azure is providing full hw/sw on-prem stack, GCE hopes federation of on-prem kubernetes becomes their private cloud solution. Which 1 will work?
Phil Dunn
AWS calls
"Private Cloud" = "Dedicated Compute" so I guess mixing dedicated/non-dedicated compute is hybrid?
Dave Vellante
@Phil_Dunn1 the team at Wikibon had to squint thru lots of vendor definitions & talk to "Do-ers" to come up with its def'n
Floyd Strimling
I want to see if Azure MAS gets any traction. I'd rather build it on VMware or RedHat than go back to them
John Furrier
Is #Azure biased toward private vs public?
Floyd Strimling
@furrier Azure is biased toward Microsoft. And, if you are doing well they will compete with you (at some point)
Kenneth Hui @rubrikInc HQ
.@PlatenReport My guess is MS will seed accounts with the azure stack & provide parity over time btwn azure stack & azure cloud.
John Furrier
@PlatenReport My assumption is they want their legacy to stay onprem; oracle is going the other way?
Floyd Strimling
@furrier I think they realize that rewriting decades old applications is impractical and DataCenterZero is not attainable so they must live in two worlds
Floyd Strimling
@furrier Microsoft's best weapon is their Marketing Department...until they innovate via Microsoft Research, they will always be a follower
Bert Latamore
I think the market has room for multiple approaches.
John Furrier
@PlatenReport good insight on the live in two worlds angle
Floyd Strimling
AWS is driving the market as they are listening to customers and combining it with strategic priorities.Sprinkle in execution and the fireworks began. Remember OpenStack was going to get them...LOL
Floyd Strimling
Kind of sad for Google that they aren't more in this discussion. I wish Diane all the best to focus them on the Enterprise
Marc Farley
Google doesn't believe in participating outside of Google+
Floyd Strimling
also, IBM may have a final word on this discussion as they move at the speed of their customer which isn't very fast LOL
Kenneth Hui @rubrikInc HQ
Is "enterprise cloud" code for same old virtualized infrastructure with a portal slapped in front and tons of professional services attached? :)
Marc Farley
Some would say so, but what is the future for that? I say no.
Ed Morgan ☁️🦄
You've basically just described the vRA suite ;)
Kenneth Hui @rubrikInc HQ
The problem with this model is IT may buy it but it is doubtful developers will.
Marc Farley
+1 Ed and Kenneth
Ed Morgan ☁️🦄
I think VMW recognise this tbh, with their pivot to support OpenStack, and Photon, etc... But I completely agree with you.
Justin Augat
Do you think enterprise application rationalization is easy? - absolutely a PS play. Beyond that, for companies to really leverage Cloud characteristics, there needs to be an operational change
Ed Morgan ☁️🦄
@AugatHDS Operational change, and for legacy apps to die
Phil Dunn
@gofarley If that "enterprise cloud" is both on-premise and off and is private or public cloud, w/metered-non-metered, etc, why not?
Justin Augat
@mo6020 Agree - just not in short term for many "brick and mortar"/ "legacy IT" companies. Many simply can't walk away from IT investments overnight like a mortgage - I think TPC allows for companies to "step" into cloud strategically
Ed Morgan ☁️🦄
@AugatHDS And many of them are just impossible to "cloudify"
Kenneth Hui @rubrikInc HQ
.@AugatHDS Definitely not. Services has value 4 app modernization. But tons of professional services shouldn't be required 2 stand up a cloud.
Justin Augat
Agree 100% - vendors should package what is needed to "build the house" vs. "decorate and pretty it up" depending on how far customers want to go
Justin Augat
Many customers don't want PS after a certain point - again, depending on that company's maturity and resources
Peter Herdman-Grant
my opinion, enterprise cloud must become an enabler on the journey to the public cloud