Software Defined Talk

Eventually, you have to decide how your open source software is going to make money, and your partners probably won’t like it. That’s what the dust-up around Docker is this week, it seems to us. We also talk briefly about VMware’s big conference this week, and rumors of HPE selling off it’s Software group to private equity. Listen above, subscribe to the feed (http://feeds.feedburner.com/SoftwareDefinedTalk) (or iTunes (https://itunes.apple.com/us/podcast/software-defined-talk-podcast/id893738521?mt=2)), or download the MP3 directly (https://aphid.fireside.fm/d/1437767933/9b74150b-3553-49dc-8332-f89bbbba9f92/ea25eafd-1d31-4f4f-a3a6-efad5b9cd5a5.mp3). With Brandon Whichard (https://twitter.com/bwhichard), Matt Ray (https://twitter.com/mattray), and Coté (https://twitter.com/cote). SPONSOR Check out the multi-cloud webinar lead-gen free (http://www.youtube.com/watch?v=BO2gizEI5O8)! I really like Brian’s part and then the discussion at the end between all of us. I have a discount code for Operability.IO, September 19th and 20th in London. I hear good things about this conference; check out their talks from last year (https://www.youtube.com/playlist?list=PLK4VB0cauli7-_RIvpmn651ePtddw9_Fp). It has a good list of speakers, including our very own Casey West. You can 10% off registration if you use the code COTEMEMOOIO16 (https://ti.to/highops/operability-io-2016/discount/COTEMEMOOIO16). Check out cote.io/promos (https://cote.io/promos/) for more - free books, free cloud time, etc. Show notes Nippers (https://en.wikipedia.org/wiki/Nippers) - "Nippers learn about safety at the beach. They learn about dangers such as rocks, and animals (e.g. the blue-ringed octopus), and also about surf conditions, such as rip currents, sandbars, and waves. Older Nippers also learn some basic first aid and may also learn CPR when they reach the age of 13." Can someone explain this “Docker forking” hoopla? Coté’s write-up (https://cote.io/2016/09/01/deciding-where-the-docker-ecosystem-will-make-money/). Docker Inc. doesn’t want to be a commoditized building block (http://thenewstack.io/docker-fork-talk-split-now-table/) From a Red Hat person (https://www.linkedin.com/pulse/forking-docker-daniel-riek): “The conflict started to escalate earlier this summer, when Docker Inc used its controlling position to push Swarm, it’s own clone of Kubernetes-style container orchestration, into the core Docker project, putting the basic container runtime in a conflict with a notable part of its ecosystem. Docker Inc. then went on to essentially accuse Red Hat of forking Docker - at the Red Hat Summit no less. After that, Docker Inc’s Solomon Hykes came out strongly against the efforts to standardize the container runtime in OCI - an initiative his company co-founded.” Re: that episode where we discuss Docker ecosystem challenges (https://cote.io/2015/04/17/sdt30/): “Yet on a regular basis, Red Hat patches that enable valid requirements from Red Hat customer use cases get shut down as it seems for the simple reason that they don’t fit into Docker Inc’s business strategy.” A fight over where to draw the line between free/open/commodified and costs/proprietary/competitive: "And while I personally consider the orchestration layer the key to the container paradigm, the right approach here is to keep the orchestration separate from the core container runtime standardization. This avoids conflicts between different layers of the container runtime: we can agree on the common container package format, transport, and execution model without limiting choice between e.g. Kubernetes, Mesos, Swarm." Don't bring a pistol to a bazooka fight. Enterprises love RHEL - have you ever tried to sell Ubuntu into organizations? It’s like what selling NT must have been like. VMware hybrid cloud solutionaring Brief notebook from Coté (https://cote.io/2016/08/30/vmwares-foundation-is-a-solution-bundling-of-hybrid-cloud-software/). More coverage (http://www.forbes.com/sites/alexkonrad/2016/08/29/ibm-vmware-deepen-hybrid-cloud-partnership-for-customers-like-marriott/#629acff12853) Keywords “mostly cloud” A representative, not too poorly supported VMware obit (http://www.theregister.co.uk/2016/08/31/thoughts_from_vmworld_2016_is_vmware_becoming_synonymous_with_legacy/) NSX up in the cloud (http://www.techrepublic.com/article/vmworld-2016-vmware-lays-out-its-strategy-for-cross-cloud-support/) This Week in Tech Private Equity… HPE looking to sell off Software group (http://finance.yahoo.com/news/exclusive-hp-enterprise-talks-sell-181749881.html?soc_src=social-sh&soc_trk=tw), sources say. “hoping it can fetch between $8 billion and $10 billion” “HPE's software unit generated $3.6 billion in net revenue (http://quickbooks.intuit.com/r/revenue/understanding-top-bottom-line-difference-net-revenue-net-income/) in 2015, down from $3.9 billion in 2014.” Dell/EMC thing set to close on Sep 7th, 2016 (http://www.businesswire.com/news/home/20160830006294/en/Historic-Dell-EMC-Transaction-Set-Close-September) Quest Software, One Identity To Operate Separately From SonicWall After Dell Software Sale (http://www.crn.com/news/security/300081913/quest-software-one-identity-to-operate-separately-from-sonicwall-after-dell-software-sale.htm) BONUS LINKS! Not covered in podcast. Spaces vs. Tabs The data delivers the truth (spaces) (https://medium.com/@hoffa/400-000-github-repositories-1-billion-files-14-terabytes-of-code-spaces-or-tabs-7cfe0b5dd7fd#.m4axg5pe7) Recommendations Matt: Bubble-sort algorithm explained with Hungarian ("Csángó") folk dance (https://www.youtube.com/watch?v=lyZQPjUT5B4) Brandon: LastChanceU (https://www.netflix.com/title/80091742) Coté: Ulysses (https://itunes.apple.com/us/app/ulysses/id950335311?mt=8&at=1010lohg) - I don’t think there’s any expensive text editors left for me to buy. [This American Life's Worst Song Ever], hear it (https://www.youtube.com/watch?v=-gPuH1yeZ08).

2 Sep 20161h 15min

This week we discuss Rackspace going private and the OpenStack cloud scenarios that could have been. We also cover Matt Ray's first trip to New Zealand where, sadly, he finds no Power Ranger monuments. Also, a little bi-modal flavor for ya. Listen above, subscribe to the feed (http://feeds.feedburner.com/SoftwareDefinedTalk) (or iTunes (https://itunes.apple.com/us/podcast/software-defined-talk-podcast/id893738521?mt=2)), or download the MP3 directly (https://aphid.fireside.fm/d/1437767933/9b74150b-3553-49dc-8332-f89bbbba9f92/4101204e-ce1b-4cf8-9af1-fe0bb04aa0eb.mp3). With Brandon Whichard (https://twitter.com/bwhichard), Matt Ray (https://twitter.com/mattray), and Coté (https://twitter.com/cote). SPONSOR On August 31st, come hear (https://pivotal.io/platform/webinar/platform-and-cloud-portability) about launching your cloud strategy and why multi-cloud matters with myself, an analyst, and an actual enterprise user of all this stuff. Register and watch it for free (https://pivotal.io/platform/webinar/platform-and-cloud-portability)! I have a discount code for Operability.IO, September 19th and 20th in London. I hear good things about this conference; check out their talks from last year (https://www.youtube.com/playlist?list=PLK4VB0cauli7-_RIvpmn651ePtddw9_Fp). It has a good list of speakers, including our very own Casey West. You can 10% off registration if you use the code COTEMEMOOIO16 (https://ti.to/highops/operability-io-2016/discount/COTEMEMOOIO16). Check out https://cote.io/promos/ for more - free books, free cloud time, etc. Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry (http://pivotal.io/cloud-foundry-the-cloud-native-platform?utm_source=Cote-promo&utm_medium=LP-link&utm_campaign=Duncan-Winn-OReilly-Cloud-Native-eBook-Q116) or take Cloud Foundry for a test drive with Pivotal Web Services (http://try.run.pivotal.io/SDT?utm_source=cotepivotallandingpage&utm_medium=landingpage&utm_term=FreeTwoMonthsPWS&utm_content=button&utm_campaign=cote). See those and other things at cote.io/pivotal (http://cote.io/pivotal/). See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. Show notes RAX goes private for $4.3bn The usual need to hide from the Wall Street eye (http://www.bloomberg.com/news/articles/2016-08-26/apollo-agrees-to-buy-cloud-company-rackspace-for-4-3-billion) OpenStack dead, again. "Tough times ahead" (http://containerjournal.com/2016/08/19/beginning-end-openstack/). "There was a time when it was hard to read an article about OpenStack without hearing about 'pets vs. cattle,' and OpenStack was designed to herd cattle" "It has itself become a big, complex pet, which is why Mirantis and others can make a living providing services, software and training." What could have happened: (1.) "we can beat AWS," or, (2.) "containers, shoulda thought of that." Innovation is hard, esp. business-wise How could you compete with AWS? Word vs. Google Docs vs. Office 365. Uber has spent at least $4bn (https://cote.io/2016/08/25/do-why-do-you-have-to-burn-4bn-to-add-mobile-apps-to-taxis/)? BONUS LINKS! Not Covered in show AWS Sentinel is Coming Skunkworks-ish project from AWS (http://www.crn.com/slide-shows/managed-services/300080396/6-key-things-to-know-about-amazon-web-services-sentinel-managed-services-offering.htm) for managed services. Potentially lots of partner conflict "MSPs need to work with customers to convert their infrastructure to Platform-as-a-Service using microservices architecture," said one AWS partner. "They also need to bring DevOps into the heart of the organization. Unfortunately, most MSPs don't have the developers that truly understand this." “Few AWS Partners Are Really Surprised By Sentinel's Emergence“ MariaDB switches away from open source license MaxScale proxy switching to commercial-only license (http://www.infoworld.com/article/3109213/open-source-tools/open-source-uproar-as-mariadb-goes-commercial.html) “The MaxScale move shows MariaDB Corporation wants to switch from a Red Hat-style service and support model to a Sugar-style sole-vendor approach.” Hashicorp Shuts Down Otto Interesting to see an open source project publicly shut down (https://www.hashicorp.com/blog/decommissioning-otto.html). Microsoft Open Sources Powershell Coverage (https://redmondmag.com/blogs/the-schwartz-report/2016/08/microsoft-open-sources-powershell.aspx) MSFT blog post (https://blogs.msdn.microsoft.com/powershell/2016/08/17/windows-powershell-is-now-powershell-an-open-source-project-with-linux-support-how-did-we-do-it/) Follows open-sourcing of .NET earlier this year available for Linux and Mac OS Recommendations Brandon: first US college football game in Australia Matt: Rugby, help me learn it. Coté: BCG on two speed IT (https://www.bcgperspectives.com/content/articles/technology-digital-people-organization-end-of-two-speed-it/); Wizard of Oz series.

27 Aug 201652min

There’s always good food in the enterprise sales meeting racket: gourmet pimento cheese, sushi and sake, and booze. Also, the Gartner magic quadrant for IaaS in out, which we discuss. With layoffs at Cisco we look at the broader numbers around layoffs in the tech sector. Before recommendations we briefly talk about Walmart buying Jet. (Sorry the audio quality is so bad.) Listen above, subscribe to the feed (http://feeds.feedburner.com/SoftwareDefinedTalk) (or iTunes (https://itunes.apple.com/us/podcast/software-defined-talk-podcast/id893738521?mt=2)), or download the MP3 directly (https://aphid.fireside.fm/d/1437767933/9b74150b-3553-49dc-8332-f89bbbba9f92/fcdc5a2c-ebee-477b-9757-67bf42ddd4bd.mp3). With Brandon Whichard (https://twitter.com/bwhichard), Matt Ray (https://twitter.com/mattray), and Coté (https://twitter.com/cote). SPONSOR On August 31st, come hear (https://pivotal.io/platform/webinar/platform-and-cloud-portability) about launching your cloud strategy and why multi-cloud matters with myself, an analyst, and an actual enterprise user of all this stuff. Register and watch it for free (https://pivotal.io/platform/webinar/platform-and-cloud-portability)! I have a discount code for Operability.IO, September 19th and 20th in London. I hear good things about this conference; check out their talks from last year (https://www.youtube.com/playlist?list=PLK4VB0cauli7-_RIvpmn651ePtddw9_Fp). It has a good list of speakers, including our very own Casey West. You can 10% off registration if you use the code COTEMEMOOIO16 (https://ti.to/highops/operability-io-2016/discount/COTEMEMOOIO16). Check out https://cote.io/promos/ for more - free books, free cloud time, etc. Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry (http://pivotal.io/cloud-foundry-the-cloud-native-platform?utm_source=Cote-promo&utm_medium=LP-link&utm_campaign=Duncan-Winn-OReilly-Cloud-Native-eBook-Q116) or take Cloud Foundry for a test drive with Pivotal Web Services (http://try.run.pivotal.io/SDT?utm_source=cotepivotallandingpage&utm_medium=landingpage&utm_term=FreeTwoMonthsPWS&utm_content=button&utm_campaign=cote). See those and other things at cote.io/pivotal (http://cote.io/pivotal/). See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. Show notes If you like video, see this episodes’ video recording (https://www.youtube.com/playlist?list=PLk_5VqpWEtiWnQ7od08nzkB32oT4gnDiP). Gartner IaaS MQ is Out. Check out the free re-print (https://www.gartner.com/doc/reprints?id=1-2G2O5FC&ct=150519&st=sb&adbsc=gc_20160805_64546406&adbid=761351131440095232&adbpl=tw&adbpr=66780587), from Amazon I believe. I collected these notes in it's own blog post, check it out (https://cote.io/2016/08/19/gartner-iaas-magic-quadrant/). Layoffs at Cisco Several thousand get pink slips (http://finance.yahoo.com/news/cisco-laying-off-5-500-202254031.html), more (http://mobile.reuters.com/article/businessNews/idUSKCN10S05D) "I do not think that they are going to be done after this." "We are committed to making the necessary decisions to drive our future growth" The performance didn't impress investors as Cisco's stock shed 42 cents to $30.30 in extended trading after the numbers came out. The decline may have been driven by disappointment that Cisco's job cuts weren't nearly as deep as published reports had speculated they would be. But it’s not just Cisco (http://www.foxbusiness.com/markets/2016/08/17/tech-wreck-100-k-jobs-gone-and-more-cuts-coming.html). Be sure to read The Halo Effect (http://amzn.to/2bjp6XS). Walmart buys Jet $3.3bn (http://www.geekwire.com/2016/walmart-confirms-3-3b-jet-com-acquisition-heres-plan-take-amazon/). I miss Amazon, Matt in Australia. Ben Thompson provides extensive color (https://stratechery.com/2016/walmart-and-the-multichannel-trap/). Recommendations Brandon: PIN/Kings podcast (http://www.espn.com/espnradio/podcast/archive/_/id/17138574). Matt: Flying in Australian is awesome, civilized even; the curved screen of the Samsung SAMSUNG C27F390F 1800R Curved 27 inch LED Free Sync Full HD 1920x1080 VA panel HDMI D-Sub Monitor (http://amzn.to/2brNqsc), Australian edition, but Yankee plugs are cool too. Coté: James Governor on Pivotal and SpringOne Platform (http://redmonk.com/jgovernor/2016/08/16/spring-won-platform-the-big-switch-just-happened/); Irie's Island Food in Port Aransas (https://cote.io/2016/08/13/11132/).

19 Aug 201651min

SPONSOR See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. I have a discount code for Operability.IO, September 19th and 20th in London. I hear good things about this conference; check out their talks from last year (https://www.youtube.com/playlist?list=PLK4VB0cauli7-_RIvpmn651ePtddw9_Fp). It has a good list of speakers, including our very own Casey West. You can 10% off registration if you use the code COTEMEMOOIO16 (https://ti.to/highops/operability-io-2016/discount/COTEMEMOOIO16). Check out https://cote.io/promos/ for more - free books, free cloud time, etc. Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry (http://pivotal.io/cloud-foundry-the-cloud-native-platform?utm_source=Cote-promo&utm_medium=LP-link&utm_campaign=Duncan-Winn-OReilly-Cloud-Native-eBook-Q116) or take Cloud Foundry for a test drive with Pivotal Web Services (http://try.run.pivotal.io/SDT?utm_source=cotepivotallandingpage&utm_medium=landingpage&utm_term=FreeTwoMonthsPWS&utm_content=button&utm_campaign=cote). See those and other things at cote.io/pivotal (http://cote.io/pivotal/). Show notes If you like video, see this episodes’ video recording (https://www.youtube.com/playlist?list=PLk_5VqpWEtiWnQ7od08nzkB32oT4gnDiP). HPE on the block? Coverage (http://siliconangle.com/blog/2016/08/01/hpe-subject-of-rumored-40-billion-takeover-attempt/): “several private equity firms, including KRR, Apollo Global Management and the Carlyle Group, are looking to pay $40 billion or more to buy HPE outright” Bill Hilf out of HPE, another cloud re-org at HPE (http://siliconangle.com/blog/2016/08/01/hpe-cloud-boss-bill-hilf-departs-the-company/) Let’s compare: IBM, Oracle, EMC/Dell, even Verizon/Yahoo! - big tech companies surviving long term. Meanwhile: rumors of Rackspace going private (http://blogs.barrons.com/techtraderdaily/2016/08/04/rackspace-halted-in-advanced-talks-with-private-equity-to-be-taken-private-says-dj/). YAHOO! What’s Verizon doing over there (http://www.bloomberg.com/news/articles/2016-07-24/verizon-said-to-announce-4-8-billion-deal-to-buy-yahoo-tomorrow)? Coté’s notes on this: one (https://cote.io/2016/07/25/verizon-buying-yahoos-core-businesses-for-4-83bn-a-third-place-com-contender/) and two (https://cote.io/2016/07/26/vzyahoo-the-next-step-is-how-do-we-differentiate-our-strategy/). ChefConf Unified products as Automate (http://thenewstack.io/chef-rolls-management-ingredients-one-package-chef-automate/) Certifications! Lots of videos (https://www.youtube.com/playlist?list=PL11cZfNdwNyPo_EEgCGDe9mrUlMtTf361) Recommendations Brandon: Stranger Things (https://www.netflix.com/title/80057281) Matt: Utopia/Homeland (http://www.imdb.com/title/tt3163562/?ref_=fn_al_tt_)2. My kids love Tim Tams (http://www.arnotts.com.au/products/tim-tam/). Manly (https://www.youtube.com/watch?v=ZSXEZe7tRuw). http://fan-o-rama.com/ (http://fan-o-rama.com/) Coté: Field Notes Byline (https://fieldnotesbrand.com/products/byline), reporter's notebook.

5 Aug 201649min

SPONSOR See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. Get $50 off DevOpsDays Minneapolis (http://www.devopsdays.org/events/2016-minneapolis/welcome/), July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too. August 1st to 4th, SpringOne Platform (https://springoneplatform.io/) – I'll be talking on DevOps and generally hanging out with the cloud native folks. You can get $300 off registration when you use the code pivotal-cote-300 (https://2016.event.springoneplatform.io/register). Show notes If you like video, see this episodes' video recording (https://www.youtube.com/watch?v=z1EVS6l8R0Y). Rainbow Chicken vs. Chick-fil-A The "happy meal" barter system. The Left needs some fried chicken chain. DockerCon Docker now includes SwarmKit, making K8s more contentious In LinkedIn, well documented exploration of Docker adoption in big firms by LinkedIn profiles (https://medium.com/@mmullany/quantifying-docker-adoption-with-linkedin-fecde64d10a#.v7lumsfyx). Shows exponential growth vs. Java, Ruby on Rails, visualization terms Is there product strategy going on in the container space? Accident-driven intentionality. Yes, they're building up momentum and then monetization. Midroll SpringOne Platform (https://springoneplatform.io/) - funny name, etc. $300 off registration with code pivotal-cote-300. ChefCon (https://chefconf.chef.io) - July 11th and 13th in Austin! Brook & Bob memorial segment, On the Tech Media Matt Asay piece: The press will believe anything about open source. Not all Sunshine and Lollipops in Open Source Land (http://www.infoworld.com/article/3086264/open-source-tools/the-press-will-believe-anything-about-open-source.html) What do expect? What's business model? Apple & ZFS More detail than you'd care to want (http://dtrace.org/blogs/ahl/2016/06/15/apple_and_zfs/) It's like a story of the ups and (mostly) downs of enterprise infrastructure software. Also, the flirtation nature of announcements that keeps eager nerd-beavers on tender-hooks. BONUS LINKS! Not covered in show Infrastructure Software is Dead, or, "With friends like these…" Hard truths from Mirantis (https://www.mirantis.com/blog/infrastructure-software-is-dead/) "Everybody's OpenStack software is equally bad." "But none of this matters, because today customers don't care about software. Customers care about outcomes." (Because, you know, they used to not care about outcomes…? Plz. advise.) Infrastructure Investments by Cloud Service Providers Charts! Numbers! Cloud! (http://redmonk.com/rstephens/2016/06/16/infrastructure-investments-by-cloud-service-providers/) I like her By the Numbers (http://redmonk.com/rstephens/category/by-the-numbers/) thing. Coté used to do something like that (http://redmonk.com/cote/category/numbers/) and it was fun to put together. 10 Hour Maintenance Windows on Oracle Cloud? I seem to remember Google having something similar (http://fortune.com/2016/06/24/oracle-cloud-offline-for-10-hours/) Operational Best Practices for Serverless Charity Major's write-up from her talk at the #Serverless conference (https://charity.wtf/2016/05/31/operational-best-practices-serverless/) If you chose a provider, you do not get to just point your finger at them in the post mortem and say it's their fault. You chose them, it's on you. It's tacky to blame the software or the service, and besides your customers don't give a shit whose "fault" it is. Checking in on CostCo Which Visa to get (http://onemileatatime.boardingarea.com/2016/06/21/best-visa-card-costco/) Recommendations Brandon: Chaos Monkeys (http://amzn.to/29a7k8e). Matt: Boston Dynamics robot video & moar falling robots (https://www.youtube.com/watch?v=tf7IEVTDjng)! The Inevitable (http://amzn.to/29xV1kx). Also, the podcast mentioned earlier: "Brian Christian on Algorithms to Live By," (http://longnow.org/seminars/02016/jun/20/algorithms-live/) presented at The Long Now Foundation. Coté: Hey, as beef sticks go, the Ostrim ones look pretty good (http://amzn.to/297Wz6s). No sugar, mostly? Also, The King Killer Chronicles (http://amzn.to/29a890G).

1 Jul 20161h 2min

SPONSOR See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too. Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry (http://pivotal.io/cloud-foundry-the-cloud-native-platform?utm_source=Cote-promo&utm_medium=LP-link&utm_campaign=Duncan-Winn-OReilly-Cloud-Native-eBook-Q116) or take Cloud Foundry for a test drive with Pivotal Web Services (http://try.run.pivotal.io/SDT?utm_source=cotepivotallandingpage&utm_medium=landingpage&utm_term=FreeTwoMonthsPWS&utm_content=button&utm_campaign=cote). See those and other things at cote.io/pivotal (http://cote.io/pivotal/). Show notes If you like video, see this episodes' video recording (https://www.youtube.com/playlist?list=PLk_5VqpWEtiWnQ7od08nzkB32oT4gnDiP). Samsung Buys Joyent Joyent notes (https://www.joyent.com/blog/samsung-acquires-joyent-a-ctos-perspective) Coverage from Venturebeat (http://venturebeat.com/2016/06/15/samsung-buys-cloud-infrastructure-provider-joyent-will-keep-operating-as-standalone-company/) "Until today, we lacked one thing. We lacked the scale required to compete effectively in the large, rapidly growing and fiercely competitive cloud computing market. Now, that changes," Microsoft acquires LinkedIn Press Release from Microsoft (http://blogs.microsoft.com/firehose/2016/06/13/microsoft-to-acquire-linkedin/) M&A Synergies Theoretical WTF'ing: Slideshare, extended to all Office formats (https://twitter.com/monkchips/status/742379875667955713). Login with LinkedIn + AD = SSO won (https://twitter.com/cloud_opinion/status/742383636507328513). Also (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo): "Massively scaling the reach and engagement of LinkedIn by using the network to power the social and identity layers of Microsoft's ecosystem of over one billion customers. Think about things like LinkedIn's graph interwoven throughout Outlook, Calendar, Active Directory, Office, Windows, Skype, Dynamics, Cortana, Bing and more." 433 million professionals in LinkedIn (from MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)). ...but it's probably all the same people, tho (https://twitter.com/MYDemaray/status/742386678363361280). "Along with the new growth in our Office 365 commercial and Dynamics businesses this deal is key to our bold ambition to reinvent productivity and business processes." (MSFT CEO, from MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)) Ads and dumb-AI context: "This combination will make it possible for new experiences such as a LinkedIn newsfeed that serves up articles based on the project you are working on and Office suggesting an expert to connect with via LinkedIn to help with a task you're trying to complete. As these experiences get more intelligent and delightful, the LinkedIn and Office 365 engagement will grow. And in turn, new opportunities will be created for monetization through individual and organization subscriptions and targeted advertising." (MSFT CEO, from MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)) LinkedIn growth since Dec, 2008: "Our team has grown from 338 people to over 10,000, our membership from 32M to over 433M and our revenue from $78M to over $3 billion." (MSFT internal memo (http://www.recode.net/2016/6/13/11921064/microsoft-ceo-memo-linkedin-ceo-memo)). Others from memo: Lydia training inline in MSFT apps; paid content in MSFT apps (a la Spiceworks); HR and recruiting. Deal PR deck (https://ncmedia.azureedge.net/ncmedia/2016/06/msft_announce_160613.pdf) - pretty good. I can see how the social graph and all the "semantic web sit" in LinkedIn, crossed with MSFT assets works well. One take on ads, doesn't like the Office angle, cause privacy, but oh wait: Google Apps and GMail (http://marketingland.com/microsofts-linkedin-acqusition-represents-huge-opportunity-bing-ads-180572) It's the 1 dataset MS can keep out of Facebook and Google's hands. https://trackchanges.postlight.com/9-things-microsoft-could-do-with-linkedin-2aec55c2bc72#.iv7cofd13 "Microsoft could improve LinkedIn": Microsoft designs for people who have to do boring things with computers in order to make money. It's the 9–5 software vendor. Previous big acquisitions (https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Microsoft#Acquisitions): Nokia for $7.2bn (http://www.theverge.com/2013/9/2/4688530/microsoft-buys-nokias-devices-and-services-unit-unites-windows-phone), Skype for $8.5bn, Xamarin for $400m. From 451 M&A coverage (https://451research.com/report-short?entityId=89397&type=mis&alertid=78&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=89397-Microsoft+connects+with+LinkedIn+with+%2426bn+acquisition): I-banker stuff: "Microsoft will pay $196 per share to acquire LinkedIn, a 50% bump up from where it was trading ahead of the deal announcement, although well behind the $250 each share was worth in November. The price tag values LinkedIn at 8.2x trailing revenue." "The company [Microsoft] must find new ways to differentiate. Integrations with LinkedIn offer potential functionality that will be challenging to duplicate. When the two companies are joined, there will be multiple ways that LinkedIn's member network, and the data from that, will go into improving Microsoft's Office and Dynamics apps, besides the other benefits from running a combined company." "LinkedIn's tools for recruiters account for 58% of the $860m in revenue it generated in the first quarter of the year [so, $3.440bn run rate]. When combined with educational material from its Lynda.com acquisition, HCM tools make up 65% of sales. Tools for marketers and premium subscriptions (including its offering for sales teams) each make up less than 20% of the business, and are the slowest growing parts of the business." "Microsoft is the world's largest software developer, with about $100bn in sales and a $400bn market cap." I-Bankers rejoice (http://blogs.barrons.com/techtraderdaily/2016/06/13/microsoft-for-linkedin-deal-shows-accelerating-pace-of-ma-says-ubs/)! Tim Anderson inadvertantly makes a good case of CRM/HCM (http://www.itwriting.com/blog/9393-microsoft-and-linkedin-some-early-thoughts.html) Private Equity buying Tech Companies Why private equity is buying up software companies (http://www.cnbc.com/2016/06/10/why-private-equity-is-buying-up-software-companies.html) The theory seems to be: SaaS companies are undervalued, and PE firms are looking to buy cheap assets and grow them, and re-exit them. This vs. the usual cut costs and re-exit then. Of course, Qlik and Ping aren't SaaS. Vista Acquires Ping Identity for $600m (http://techcrunch.com/2016/06/12/ping-shapes-new-identity-after-600-million-acquisition/) Symantec buys Bluecoat from Bain (http://techcrunch.com/2016/06/13/symantec-grabs-blue-coat-systems-for-4-65-billion/) bignews.chef.io It's habitat (https://habitat.sh) Habitat centers application configuration, management, and behavior around the application itself, not the infrastructure that the app runs on. Habitat is comprised of plan and build system, a supervisor, an HTTP interface on that supervisor to report package status, a depot, a communication model for disseminating rumors through a supervisor ring, and many other components. Check out the code (https://github.com/habitat-sh) Don't look at the camera, and don't smile - Cade Metz story (http://www.wired.com/2016/06/chef-just-took-big-step-quest-make-code-work-like-biology/) Adam Throwing Eggs at Nathan (https://www.youtube.com/watch?v=XD0vRW4G82U). Mid-roll Matt talking habitat (http://www.meetup.com/CloudAustin/events/228918510/) - June 21st in Austin! Coté in Poland next week (https://cote.io/2016/05/27/come-see-me-in-poland/). Pivotal Conversations podcast (https://soundcloud.com/pivotalconversations) - subscribe (http://feeds.soundcloud.com/users/soundcloud:users:232731292/sounds.rss). SpringOne Platform (https://springoneplatform.io/) – get $300 off your registration with the code pivotal-cote-300! Discounts to DevOpsDays: Get $50 off DevOpsDays Minneapolis (http://www.devopsdays.org/events/2016-minneapolis/), July 20th and 21st, with the code SDT2016. Cloud Native Roadshows (http://pivotal.io/event/pivotal-cloud-native-roadshow) - all year long, in many cities globally. Check 'em out (http://pivotal.io/event/pivotal-cloud-native-roadshow) and come learn about Pivotal and Cloud Foundry for free, including some lunch. As always, see Crazy Coté's Discount Codes and Special Promotions (https://cote.io/promos/) BONUS LINKS! Not covered in show. What enterprise wants from Google's cloud Google, in short, needs to learn to be boring (http://readwrite.com/2016/06/07/enterprise-wants-googles-cloud-pl1-2/) ...according to Gartner analyst Lydia Leong (https://twitter.com/cloudpundit/status/713825582719582209): "Azure almost always loses tech evals to AWS hands-down, but guess what? They still win deals. Business isn't tech-only." What a weird thread that is! "Greene is also tapping her VMware Rolodex, talking with big enterprise rivals like SAP SE, Microsoft and Oracle, to get more of their products into the Google cloud. That's must-have for some large companies, which need prepackaged software from these providers to run their businesses. No Oracle or SAP products are available on Google's cloud today. Microsoft and Oracle declined to comment, while SAP confirmed early talks." From Jack Clark's Bloomberg piece (http://www.bloomberg.com/news/articles/2016-03-22/google-s-greene-hastens-cloud-expansion-in-race-with-amazon). Docker, K8s and Mesos as Interoperability Targets Piece from TheNewStack (http://thenewstack.io/vendors-working-towards-k8s-docker-interoperability/) Meta Podcast Stuff Scrrips by Sticher (http://www.wsj.com/articles/e-w-scripps-buys-podcast-company-stitcher-1465239600) Future of Podcasting by Ben Thompson (https://stratechery.com/2016/the-future-of-podcasting/) Apple Announcement WWDC 2016: Apple's 8 key enterprise stories (http://www.computerworld.com/article/3083396/apple-mac/wwdc-2016-apple-s-8-key-enterprise-stories.html) Recommendations Brandon: Keepin it 1600 (https://theringer.com/keepin-it-1600-podcast-politics-election-jon-favreau-dan-pfeiffer-220924af4c94#.c8pj2lmhn). Radlolab Presents More Prefect (http://www.wnyc.org/shows/radiolabmoreperfect/). Matt: I miss Uber; Matt's gets Mercutio'ed (https://en.wikipedia.org/wiki/Mercutio) by Austin and Uber. Occupied (http://www.imdb.com/title/tt4192998/). Coté: Nine minute history of "old IBM" (http://www.marketplace.org/2016/06/08/world/profit-ibm) - Poison Ivy treatments: I gotcha covered, so to speak.

17 Jun 20161h 2min

SPONSOR See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I’ll be getting some for Chicago and Seattle sometime too. August 1st to 4th, SpringOne Platform (https://springoneplatform.io/) – I’ll be talking on DevOps and generally hanging out with the cloud native folks. You can get $300 off registration when you use the code pivotal-cote-300 (https://2016.event.springoneplatform.io/register). Show notes If you like video, see this episodes’ video recording (https://www.youtube.com/playlist?list=PLk_5VqpWEtiWnQ7od08nzkB32oT4gnDiP). Father’s Day It’s coming, June 19th (https://en.wikipedia.org/wiki/Father%27s_Day_(United_States)). What should fathers be asking for? Time alone a la Nathaniel Fisher (http://www.slate.com/blogs/browbeat/2013/08/20/six_feet_under_best_episode_to_watch_first_is_the_room.html). The Buff (http://buffusa.com/), neck-ware thing: be like Kevin Rayburn (http://www.imdb.com/media/rm1500704768/ch0507670?ref_=chmd_md_nxt). Aerobie AeroPress Coffee Maker with Tote Bag (http://amzn.to/1syP13i) Tortuga one-bag backpack (http://amzn.to/1PPy66N) MesosCon Platform Infrastructure at Twitter: The Past, Present and - Future - Chris Pinkham, VP of Engineering, Twitter Forgot to talk about this, but here are my notes from the MesosCon presentation by Twitter Former Nimbula founder (Oracle acquisition), early AWS founder. Twitter's kinda big deal, maybe you've heard of them. Over 1000 services manage Twitter, over 1,000,000 cores. http://twitter.github.io (http://twitter.github.io) Heron is a newly open-sourced replacement for Storm. Supporting all of our own code isn't sustainable, need an open source community. The Ellen Degeneres photo tweet from the 2015 Academy Awards knocked a couple of services over. 25% traffic spike, hit 255k/tweets per second. 2016 Academy Awards had 2x the traffic, no failures. 30,000 node Mesos cluster (probably largest). "We don't like being the biggest of anything, we find the edge cases." 130,000,000 containers launched daily. Some of their acquisitions were in public cloud, they don't move them in-house. They're actually pushing new services out to AWS where they can. Vine, TellApart, Crashlytics, MoPub, BlueFin, etc. Ad-serving is mostly in AWS. Users: Time Warner, Twitter (30,000 host deployment), Apple Siri. What exactly is scheduling? BMC CONTROL-M (https://en.wikipedia.org/wiki/BMC_Control-M) Coté gets Matt to "checks out" his crudes understanding. (Spoiler: Checks out.) Serverless, what’s the deal? Wardly hitches it to Cloud Foundry (http://blog.gardeviance.org/2016/06/how-cloud-foundry-will-save-world-from.html) Mid-roll SpringOne Platform (https://springoneplatform.io/) – get $300 off your registration with the code pivotal-cote-300! Discounts to DevOpsDays: Get $50 off DevOpsDays Minneapolis (http://www.devopsdays.org/events/2016-minneapolis/), July 20th and 21st, with the code SDT2016. Cloud Native Roadshows (http://pivotal.io/event/pivotal-cloud-native-roadshow) - all year long, in many cities globally. Check 'em out (http://pivotal.io/event/pivotal-cloud-native-roadshow) and come learn about Pivotal and Cloud Foundry for free, including some lunch. As always, see Crazy Coté’s Discount Codes and Special Promotions (https://cote.io/promos/) Big News From Chef (https://bignews.chef.io) Matt’s presenting at the Austin Cloud User Group (http://www.meetup.com/CloudAustin/events/228918510/) Chef’s got a sales event on the 16th in Austin (https://pages.chef.io/201606-Pop-upAustin-WholeFoods_RSVP.html) Leave us some comments and reviews in iTunes (https://itunes.apple.com/us/podcast/software-defined-talk-podcast/id893738521?mt=2), or just tell your friends to listen. Also, talking to us in Twitter is better than all these things! (We just want to be loved.) BONUS LINKS! Not covered in show: Somebody’s using Kubernetes Hear the tale (http://searchitoperations.techtarget.com/news/450297178/Tech-firms-roll-out-Kubernetes-in-production)! Concur & Barkly Protects Both shops did customizations to the codebase (AWS AZ & ELB support, Prometheus) AWS & Australia News It went down (http://www.smh.com.au/technology/technology-news/web-chaos-mostly-over-after-amazon-web-services-hit-by-power-outage-during-sydney-storm-20160605-gpc707.html) Message from Amazon (http://aws.amazon.com/message/4372T8/) Coté’s revamped Pivotal Conversations Podcast First episode (https://blog.pivotal.io/pivotal-conversations/features/21-pivotal-conversations-podcast) One in the can; iTunes feed (https://itunes.apple.com/us/podcast/all-things-pivotal/id923143430?mt=2) Going to use SoundCloud. Let’s see how this goes! Typosquatting Package Managers Seriously messed up (http://incolumitas.com/2016/06/08/typosquatting-package-managers/). “In the thesis itself, several powerful methods to defend against typo squatting attacks are discussed. Therefore they are not included in this blog post.” A Docker on every HPE Server Running on HPE (https://blog.docker.com/2016/06/docker-enterprise-hpe/) Reference Architectures! HPE 3PAR and SiteScope plugins! Maybe Brandon can regale us with some history: tales of The Mercury Wars! Also, some ALM stuff (https://www.hpe.com/us/en/newsroom/news-archive/press-release/2016/06/1262106-hewlett-packard-enterprise-introduces-new-application-lifecycle-management-software-for-devops-and-agile-environments.html?es_p=1926232). Sadly, I don’t have access to the IDC reports on this (http://www.idc.com/getdoc.jsp?containerId=US40818015), however, they’re expecting big things: “IDC's analysis of this market resulted in worldwide agile application life-cycle management software 2014 revenue of $450.3 million, up 30.5% from the 2013 revenue of $345 million. IDC expects very strong growth for agile ALM software for the 2014–2019 time frame, with growth to $1.8 billion by 2019 and a high CAGR of 32%” erry-one doin’ it! What’s up with Chef’s ALM/CD stuff? Pivotal circle of code vision (https://www.youtube.com/watch?v=7APZD0me1nU), with ConcourseCI. Recommendations Brandon: (1.) Listener Feedback: Amazon does let you have addenda, from Josh Hoover](https://twitter.com/joshuahoover/status/728921712486572032 ); (2.) App Store Announcements overview (https://www.relay.fm/radar/31); (3.) Ben Thompson on how to make it in the media in 2016 (http://www.vox.com/technology/2016/4/21/11464604/ben-thompson-ezra-klein-show) Matt: Diaspora (http://amzn.to/1UHpLy3) Coté: Follow-up: that machette (http://amzn.to/20XxoVR) works, but watch out for poison ivy. Also, try out @WuTangFinance (https://twitter.com/Wu_Tang_Finance/status/741292651614326786) to really freak 'em.

10 Jun 201655min

SPONSOR Get $50 off DevOpsDays Minneapolis, July 20th and 21st, with the code SDT2016. I'll be getting some for Chicago and Seattle sometime too. Interested in speeding your software's cycle time, reducing release cycles, and a resilient cloud platform? Check out the free ebook on Cloud Foundry (http://pivotal.io/cloud-foundry-the-cloud-native-platform?utm_source=Cote-promo&utm_medium=LP-link&utm_campaign=Duncan-Winn-OReilly-Cloud-Native-eBook-Q116) or take Cloud Foundry for a test drive with Pivotal Web Services (http://try.run.pivotal.io/SDT?utm_source=cotepivotallandingpage&utm_medium=landingpage&utm_term=FreeTwoMonthsPWS&utm_content=button&utm_campaign=cote). See those and other things at cote.io/pivotal (http://cote.io/pivotal/). See cote.io/promos (http://cote.io/promos) for a full list of all the deals "mid-roll" stuff currently going on. Show notes If you like video, see this episodes' video recording (https://www.youtube.com/playlist?list=PLk_5VqpWEtiWnQ7od08nzkB32oT4gnDiP). "Residential Diaper Rash" Shit's wet in Texas (https://twitter.com/priskillya/status/738404958391787520) The right kind of rain Battling Billionaires Thiel-attack (https://stratechery.com/2016/peter-thiel-comic-book-hero/)! Internet History podcast (http://www.internethistorypodcast.com/) - Microsoft gets the internet (http://www.internethistorypodcast.com/2014/03/chapter-2-part-2-bill-gates-gets-the-internet/) and Microsoft at the Dawn of the Internet Era (http://www.internethistorypodcast.com/2014/02/chapter-2-part-1-microsoft-at-the-beginning-of-the-internet/). Making money in open source Something about a16z and O'Grady's open source piece (http://redmonk.com/sogrady/2016/06/02/future-of-open-source/). ARM licensing (https://en.wikipedia.org/wiki/ARM_Holdings#Licensees). Battery Ventures conference (https://twitter.com/hashtag/BVOSS) - Mårten Mickos says RDS has probably made more money off MySQL than Oracle has (https://twitter.com/jgrayla/status/738497915195269120). Mid-roll Chef's got something new soon Just wait 260 more hours (https://bignews.chef.io/) SpringOne Platform, August 1st to 4th (https://springoneplatform.io/) - speaker line-up announced, including Coté and some stars from LordsOfComputing.com (https://cote.io/podcasts/loc/) (Matt and Brian (https://cote.io/2016/04/29/loc12/)). Discounts to DevOpsDays: Get $50 off DevOpsDays Minneapolis (http://www.devopsdays.org/events/2016-minneapolis/), July 20th and 21st, with the code SDT2016. More shit at https://cote.io/promos/ (https://cote.io/promos/). See cote.io/promos (http://cote.io/promos) for a full list of all the deals and "mid-roll" stuff currently going on. Notes from Corporate Strategy Land Qlik goes private - Thoma Bravo pays $3bn. Good summary of historic BI acquisitions from 451 (https://blogs.the451group.com/techdeals/ma/thoma-bravo-qliks-buy-on-3bn-analytics-deal/). Wither JasperSoft? (https://en.wikipedia.org/wiki/JasperReports): "On April 28, 2014, TIBCO announced it had acquired Jaspersoft for approximately $185 million." Court ruling on Dell going private (http://www.theregister.co.uk/2016/05/31/michael_dell_buyback_on_the_cheap/) - Coté has nothing to say about that. However, the story of going private in the first part of the 115 page court ruling (http://courts.delaware.gov/Opinions/Download.aspx?id=241590) is gripping stuff if you're into corporate strategy - it's a rare chance to see what happens in all these M&A deals. Mary Meeker's 2016 Internet Trends Report Video of the presentation (http://daringfireball.net/linked/2016/06/01/meeker-report) Quartz highlights (http://qz.com/697050/mary-meekers-2016-internet-trends-report-all-the-slides-plus-highlights/) Software is getting faster at eating the (ecommerce) world: "The time it takes retailers to get to $100 million in online sales is shrinking. It took Nike 14 years from the time its retail site launched, compared to nine years for Lululemon, and eight year for Under Armour." 213 slides of charts (http://www.kpcb.com/blog/2016-internet-trends-report) (PDF). BONUS LINKS! Ezra Klein on productivity loss (http://www.vox.com/a/new-economy-future/technology-productivity) Oracle loses their case against Google - APIs aren't copyrightable (http://www.wired.com/2016/05/google-doesnt-owe-oracle-cent-using-java-android-jury-finds/)- Counter-view: "cartoon vision of the world" and "banana republics." (http://www.theregister.co.uk/2016/06/02/google_oracle_comment/) AWS launches Flourish - Framework for serverless computing (http://thenewstack.io/amazon-debuts-flourish-runtime-application-model-serverless-computing/) - Open up the ability to add new language runtimes Salesforce moving into AWS? - $400 million over 4 years (http://fortune.com/2016/05/25/salesforce-inks-major-aws-deal/) - But what about Oracle? CoreOS launches Torus - GIFEE strikes again (https://coreos.com/blog/torus-distributed-storage-by-coreos.html)! Recommendations Matt: Weird history of fake bands in the 60s (https://www.buzzfeed.com/danielralston/the-true-story-of-the-fake-zombies-the-strangest-con-in-rock). #tronc (https://twitter.com/ditzkoff/status/738478489322586112). Coté: (1.) Weatherproof button-up shirts from CostCo (http://amzn.to/1XWuLEl). (2.) The old guy hair of Bloodline (http://www.gq.com/story/old-guy-hair-bloodline-sam-shepard). (3.) Coach Taylor seem like a real nice guy (https://en.wikipedia.org/wiki/Kyle_Chandler). (4.) Provisional recommendation: Gerber Bear Grylls Parang Machete (http://amzn.to/20XxoVR). Brandon: Tortuga Air (http://www.tortugabackpacks.com/products/tortuga-air-carry-on-backpack) - no more fear of gate-checking.

4 Jun 201658min