TruePrivateCloud

Wikibon True Private Cloud
Community discussion of Wikibon's new TPC definition and market forecast
Justin Augat
My bet - the notion of "private", "public", "hybrid" clouds goes away at some point. Too many of the public cloud characteristics are now available onprem - and vice versa. Thoughts? What really defines public vs private? ownership? financing? geography?
Justin Augat
continued: Automation? Self service? Service levels? Management? You can make an argument that you can now do that with private and public
John Furrier
That might be the case but agile #devops is different than old #waterfall software practices; then codebase issues; oh yeah data issues
Peter Herdman-Grant
I had seen the definition very clearly, hybrid requires an element of both public and private cloud, with private being exclusively on-premise ... however, some folks describe private as also being hosted or even segmented in the public cloud
Phil Dunn
I agree 100%! There should only be 1 cloud & the only difference is where your data and compute resides and what level of cost/governance/control you want over it.
Justin Augat
I think there are economic arguments for data to reside on prem, eventually move off prem (and be readily accessible) - all as part of datalifecycle management
Marc Farley
What @Stu just said: "The transformation of infrastructure takes a long time. That's why we put our projections at 10 years"
Vic
What is the split around enterprises embracing public cloud. Enterprises...
(a) Building new cloud native apps directly in the public cloud vs private.
(b) Refactoring existing on prem app
(c) Forklift to cloud
John Furrier
great question. Thoughts from crowd of leaders here?
Bert Latamore
Don't forget SaaS. That represents well over 50% of public business cloud and is often subscribed to by business, not IT.
Kenneth Hui @rubrikInc HQ
.@vickaul I think (a) is more likely given the cost of refactoring legacy apps or forklifting to public clouds. That may change over time.
Leo Leung
I don't think enterprises refactor existing apps. the most they do is virtualize it to make it more flexible.
John Furrier
I just don't see lots of fork lift conversations; lots of native though; Wikibon team might have color on this
Kenneth Hui @rubrikInc HQ
1 potential danger of focusing solely on self-service as definition 4 TPC is it defines it by a capability/feature & not by outcome. Self-service is a capability among others that help business go fast & innovate with app development.
Kenneth Hui @rubrikInc HQ
BTW, I don't mean 2 say wikibon is doing that cuz they are not. It's more a general observation.
Stuart Miniman
very good point - our definition is meant to be aspirational and we know that not every solution will meet every criteria. It's where we are going that matters.
Marc Farley
Will Nutanix have to go through the trough of disillusionment?
Dave Vellante
Nutanix has some good things going for it...#1 is its customers *love* them
Dave Vellante
@bgracely is right...Nutanix reducing reliance on VMware and helping users moderate the v-tax
Dave Vellante
market sux right now tho and timing for nutanix is very bad
Marc Farley
Yes, their timing is tough, but they do seem to have a lot of customer momentum
John Furrier
Nutanix is stuck in the "net" of the valuation bubble - bummer timing
John Furrier
Ok lets talk #Azure what's their angle with lots of customers so #Microsoft would pump #PrivateCloud
John Furrier
saw @kenhuiny post bumping that to the top
Floyd Strimling
Microsoft's only play is to become the destination for their applications and .NET's fading relevance
John Furrier
totally agree - .Net with Linux was smart move
Brian Gracely
@PlatenReport if .NET is fading, then all the PaaS platform companies are misguided, as they are adding this functionality (not removing it)
Floyd Strimling
@bgracely Yes, because of their Enterprise dominance. Now find me 'kids' out of college of 10 years of experience that want to program in .NET over GO or JAVA. .NET Core has a chance if Microsoft believes init
John Furrier
@PlatenReport zero chance of finding people; agree; hey vinyl records are back so maybe a throwback to older languages might be cool for the new kids
Floyd Strimling
@bgracely I would surmise that .NET needs Cloud Foundry more than Cloud Foundry needs .NET :-D
John Furrier
@PlatenReport thanks right not Linux but cloud foundry is now with .Net #thx
Floyd Strimling
get me .NET running on LInux in CF and you have a different story...maybe....a transitional one for sure
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
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