Episode 147: Strategy, the systems management company lifecycle, or, Adobe didn’t fuck it up!

There’s lots of monitoring and systems management M&A and funding this week, so we talk about the cycle of systems management companies. It seems like Atlassian is starting up and operations product line with the OpsGeniue acquisition, and PagerDuty has a whopping valuation at $1.3bn. With rumors that Adobe might buy Marketo, Coté recounts the RIA days and how Adobe ended up doing a good job surviving, despite RIA

Relevant to your interests

• Americano coffee vs long black.
• “Mo’ digital, mo’ problems” - With Emerging Technology Comes Emerging Data Problems
• Enterprise hits and misses - blockchain is a paradox; AI is a customer service automater
• Oracle president Thomas Kurian is taking time away from the company
• New Cloud Unicorn: PagerDuty Scores $1.3 Billion Valuation In $90 Million Round
• Atlassian to pay $295M for Boston-based OpsGenie
  • Nancy Gohring and co analyze the deal.
• No, Operations Isn’t Going Anywhere, But it's Going to Look Different: “The work of operations is changing and the skills required to do that work are changing. The platforms and tools involved are evolving (but don't forget the decades of legacy code that isn't!). Organizational silos are breaking down, and developers and operators are co-mingling as peer engineers.”
• Jenkins: Shifting Gears - Coté: recently, I don’t think I’ve heard any one say “yay! Jenkins!” What’s the deal with it? Is Jenkins now bad?
• Vapor IO Raises PE Funding, Buys Out Nascent Edge Colocation Business from Crown Castle
• In a Few Days, Credit Freezes Will Be Fee-Free
• Adobe in talks to buy marketing software firm Marketo - sources
  • “Adobe, which has a market capitalization of $130 billion, has topped analysts’ profit and revenue estimates for the past eight quarters, driven by strength in its digital media business, which houses its flagship product Creative Cloud.”
  • Johnny Leadgen is interested.
  • Adobe really pulled off a successful strategy. Geoffrey More’s systems of interaction (‘member that?), some CMS/marketing analytics engines, and then moving CS to SaaS. Pretty amazing, considering all the other road-kill out there.
• Verizon, AT&T, T-Mobile and Sprint team up to kill passwords
• Sysdig raises $68.5 million to boost security and performance for containers and cloud-native apps
• Packet Raises $25M Series B, Starts Deployment of Edge Computing Cloud
• What Is the Point of Mozilla? - “in 2016 various deals with search engines brought in an astonishing $520 million.”
• Linus Torvalds taking break
• Google is killing Fabric in mid-2019, pushes developers to Firebase
• Path is shutting down
• Mesosphere revenue, new CEO, etc. - “Last year in Q4 we issued news about hitting a $50m+ run rate and this year’s Q2 marks our biggest quarter ever, beating our numbers over the last 14 quarters. In fact, according to a recent report from Inc, we are the third fastest-growing software company in the U.S. with a revenue growth of 7,507 percent.” Slow down, Pony Boy! You could round that 7 off the growth percent.
• Google making private cloud stuff:
  • ‘Google is responding to enterprise computing needs by making custom-designed computers to run in organizations' own data centers, reports The Information. The computers include server, storage and networking functions specifically for "a handful of large customers," according to two sources close to the project in the report.’
  • Wut.

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Conferences, et. al.

• Coté isn’t going to see his family until Christmas. GRIND AND STACK.
• Sep 24th to 27th - SpringOne Platform, in DC/Maryland (crabs!) get $200 off registration with the code S1P200_Cote. Also, check out the Spring One Tour - coming to a city near you!
• Oct 1st to 2nd - New Relic (aka “Not Datadog”) FutureStack London, Coté on a partner panel on Oct 1st, also, come see The Governor in action at FutureStack on the 2nd.
• Oct 2nd, London! Coté talking metrics at the NO NAME Pivotal Meetup.
• Oct 4th - ITQ Transform, Utrecht - Coté talking.
• Oct 16th - DevOpsDays Paris - Coté at a table. Pivotal will have a raffle!
• Oct 17th - JDriven Managers summit - near Amsterdam - Coté talking.
• Oct 10th to 11th - Cloud Expo Asia - Matt’s presenting!
• Oct 11th to 12th - DevOps Days Singapore - Matt’s keynoting & igniting!
• Oct 31st - Coté speaking at New Relic’s FutureStack Amsterdam.
• Nov 3rd to Nov 12th - SpringOne Tour - all over the earth! Coté will be MC’ing Beijing Nov 3rd, Seoul Nov 8th, Tokyo Nov 6th, and Singapore Nov 12th.
• Nov 14th to 16th - Devoxx Belgium, Antwerp. Coté’s presenting on enterprise architecture.
• Dec 12th and 13th - SpringTour Toronto, Coté.

Listener Feedback

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SDT news & hype

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Recommendations

• Matt: Anthony Bourdain’s Kitchen Confidential; Secret City.
• Brandon: Amazon Alexa Shopping List.
• Coté: Bikes. They get you places.