TruePrivateCloud

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?

interesting that Nutanix is the only "unicorn" in the top 10

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.

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

the cold breeze that's blowing John. Winter is coming!

Palantir is #5, Cloudera is #25, Slack #42, Nutanix #55 in all unicorn valuation rank

Nutanix is a wonderful solution but like all IPOs the game has change and fundamentals matter. Can't burn money forever.

@PlatenReport agree i commented on FB on this overstaffing and overvaluations are hitting everyone hard;

@PlatenReport Uber is clawing back toward private cloud - icebergs ahead?

. @PlatenReport #unicorn bus algorithm; if (rev<costs) then (pivot) else (sell)

@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

Where is @Enderle when we need him..!!

I heard a great quote: all of the public guys wish they were private and all of the private guys wish they were public

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

will public cloud stay truly public ar would it become more like a partitioned multi-tenanted cloud

will public cloud stay truly public or would it become more like a partitioned multi-tenanted cloud...loss of economies of scale

The startup room is big and the available exits are small. Funding drying up as Fed tightens

@SetDeep Franken-cloud

@AugatHDS nailed it; it's a buyers market so the sellers marketplace is hot that is VCs

but will make many corps.lose less sleep over data security

@PlatenReport +1 CSPs competing with their ent customers over same talent pool, non-cloud techies struggle to get cloud skills

care to elaborate?

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?

AWS calls
"Private Cloud" = "Dedicated Compute" so I guess mixing dedicated/non-dedicated compute is hybrid?

@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

I want to see if Azure MAS gets any traction. I'd rather build it on VMware or RedHat than go back to them

Is #Azure biased toward private vs public?

@furrier Azure is biased toward Microsoft. And, if you are doing well they will compete with you (at some point)

.@PlatenReport My guess is MS will seed accounts with the azure stack & provide parity over time btwn azure stack & azure cloud.

@PlatenReport My assumption is they want their legacy to stay onprem; oracle is going the other way?

@furrier I think they realize that rewriting decades old applications is impractical and DataCenterZero is not attainable so they must live in two worlds

@furrier Microsoft's best weapon is their Marketing Department...until they innovate via Microsoft Research, they will always be a follower

I think the market has room for multiple approaches.

@PlatenReport good insight on the live in two worlds angle

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

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

Google doesn't believe in participating outside of Google+

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

Some would say so, but what is the future for that? I say no.

You've basically just described the vRA suite ;)

The problem with this model is IT may buy it but it is doubtful developers will.

+1 Ed and Kenneth

I think VMW recognise this tbh, with their pivot to support OpenStack, and Photon, etc... But I completely agree with you.

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

@AugatHDS Operational change, and for legacy apps to die

@gofarley If that "enterprise cloud" is both on-premise and off and is private or public cloud, w/metered-non-metered, etc, why not?

@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

@AugatHDS And many of them are just impossible to "cloudify"

.@AugatHDS Definitely not. Services has value 4 app modernization. But tons of professional services shouldn't be required 2 stand up a cloud.

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

Many customers don't want PS after a certain point - again, depending on that company's maturity and resources

my opinion, enterprise cloud must become an enabler on the journey to the public cloud