AWSreinvent

IaaS war, over. PaaS - just about over. SaaS - early innings. $MSFT and $IBM bring their software portfolios to bare.

crazy prediction, $AMZN buys $IBM. Sells off GTS, GBS and keeps software and cloud to round out SaaS portfolio.

I think #Azure is sandbagging their numbers but they are hiding the ball from the market so who knows.

@Grant_Case IBM #AWS partnership should be in place look what #vmware did; IBM could punt cloudfoundry and go all in on AWS and Jassy's team

Strategic ?, Remove IaaS lead. Why would anyone partner with $AMZN. They have knifed every comp and industry? From S/W to Media to Groceries to Retail to H/W. Is there a biz there not in or won't get in? Why I'm bullish on $MSFT and $IBM.

agree on #Azure. They are everywhere now.

Ultimately, $AMZN has not been an honest broker w/customers and partners. The big lead means they can be price makers now, but many customers waiting for a reasonable alt, IF it materializes.

@Grant_Case That's not too Crazy. My prediction was $AMZN buys $HPE for the edge support capabilities. Meg has done most of the hard work of divesting.

AWS and HPE that would be interesting

Open source options don't count as much due to the strong role of service ecosystem. See (3) on https://m.subbu.org/... (don't mean to plug)

see my https://thenewstack.... and FaaS is not #Serverless

most FaaS r docker/k8s add-ons, not a self-service platform (logging, security, data,..) address dev not ops

@sallamar great article on serverless!!!

I did a #CTODailyDose on this topic. to @yaronhaviv point. Open Source solutions address FaaS but not Serverless. Big debate in the CNCF Serverless working group as to what's Serverless.

Leaves opportunity for multi-cloud solutions. I don't believe AWS has won Serverless. Far from it. CF isn't FaaS but it is serverless when operated by someone else.

agility from the service ecosystem, and rapid second-order architecture changes (thereby clearing tech debt)

@sallamar @Furrier agree on clearing tech debt. Born on Cloud apps are already here. Next wave, migration of existing apps.

Legacy SaaS applications will be disrupted by Cloud, Micro-services, Serverless and AI/ML

True - higher actually w/ exceptions around specific financial apps. All general purpose algos in OS. Unless trading on an exchange, you are using Open Source.

Either open source, or commoditized via services on public clouds

right, but the challenge is getting the learned models and acting on it

False. Adoption and success of serverless patterns depend almost entirely on the strength of the ecosystem that data centers lack.

@sallamar I'm waffling on this bc I don't have enough insight yet @stu does insight; my opinion isn't formed yet

My observation at Expedia is that Lamba's growth is almost entirely due to the power of the ecosystem of services, which is one of the key points in https://m.subbu.org/...

#serverless will definitely be useful for edge applications. Currently don’t see use case for general data center usage

DIY FaaS is not #Serverless, u need a full self-service platform + data services like @iguazio todo on-prem/edge serverless @nuclioio

False. Not as fundamental as TCP/IP.

@sallamar I'm True on this one. Lets debate :-) love this decentralized trend but I'm biased

It may be nice building block for certain kinds of problems, but not as fundamental as TCP/IP. TCP/IP is like Oxygen for the Internet.

@rossrader said to me on my timeline:
"I’ve long said that blockchain is the first new piece of real internet infrastructure since http. Not quite true - things like WebRTC and much more - but this feels bigger somehow"

@sallamar I don't think #blockchain is an abstraction ontop of the internet but part of the infra

Still waiting to see broadly adopted use cases (beyond crypto) where distributed apps and shared ledger infrastructure trumps centralized app structures. But there are emerging signs: supply chain, media, gov records ...

True. Data gravity is shifting rapidly.

@sallamar This was the question / prediction that was easy to give confidence :-)

- Not so much a bigger story, but continuing one. Separation of storage and compute helps data move to the cloud.

much data (iot, video) start and will stay at the edge, driving the intelligent (cloud) edge

unless the vendors are in for the long haul, threats are not imminent. There is still enough FUD about public clouds to fuel on-prem consumption. It is declining, but won't go away entirely.

industry dependent. Financial - still 90% on-prem w/no desire to move. Media / Entertainment - nothing but cloud.

Aws, Azure, GCP will offer their clouds for On-prem - effectively offering hybrid cloud options

depends on your definition of cloud. #AWS tells you massive scale w/ elasticity is cloud. CIO, VP, & Company Directors tell you its just the ability to not run on-prem.

Legacy apps and infrastructure spend is going towards cloud vendors; which is driving growth for all of them;

The revenue should be defined as Cloud+SaaS; for example, Microsoft is claiming SaaS apps (Office 365, Exchange 365 etc) revenue in Cloud business; And Google is including SaaS apps/docs revenue in GCP; \

there is multiple clouds developing #SaaS clouds like from ISVs and companies like Oracle so this is an interesting question to flesh out. Is there a thing as a "single cloud"

To further this concept, AWS will need to figure out logistics for servicing the edge. How do you service the snowball edge HCI solution out in a wind farm? You know who is good at that? HPE/Unisys/etc. There will be an acquisition as a result.

I think that AWS will start using their own cloud more for #iot then rollout more services next year after they figure it out internally first

HCI is old news, just bare-metal containers/serverless w file, S3, DynamoDB, Kinesis.. (like @iguazio)