Episode 93: Cloud Rules Everything Around Me - Red Hat, Moby, Docker CEO, and Halo Effect’ing The First Cloud Wars

Software Defined Talk

English - May 03, 2017 22:00 - 1 hour - 29.1 MB - ★★★★★ - 64 ratings
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Previous Episode: Episode 92: The middle-class metallurgical people - boothing, streaming sportsball, M&As & IPOs

Next Episode: Episode 94: The Donnie Berkholz Episode, "Freedom in health-care: a regular 'heck of a job, Comey' situation," DevOps & security, & Canonical's IPO ambitions

There's much news in the container world with DockerCon and Red Hat having had conferences, plus Docker gets a new CEO. We also do a hindsight analysis of what wrong with the losers of the Cloud Wars. And, as always, recommendations from the three of us.
Mid-roll
Coté: CF Summit 2017 (https://www.cloudfoundry.org/event/summit-silicon-valley-2017/) - 20% off registration code: cfsv17cote
Coté: Want 2 days of Spring knowledge? Check out SpringDays in ATL, NYC, and Chicago (https://www.springdays.io/ehome/index.php?eventid=228094&). Get 50% w/code SpringDays_HalfOff: SpringDays.io in Chicago (May 30th to 31st) (https://www.springdays.io/ehome/spring-days/chicago), New York (June 20th to 21st) (https://www.springdays.io/ehome/spring-days/new-york), and Atlanta (July 18th to 19th) (https://www.springdays.io/ehome/spring-days/atlanta)
Coté: OSCON Expo Plus (https://conferences.oreilly.com/oscon/oscon-tx/public/content/exhibitplus) discount: I wanted to present to you a Free Expo hall Plus Pass for OSCON coming to Austin May 10/11. You get way more than just a pass to the expo, it also covers three full-day events: TensorFlow Day, InnerSource Day, and our Open Container Summit. If you are interested, you can use the code AUSTIN at checkout. You can see the entirety of what is offered here (https://conferences.oreilly.com/oscon/oscon-tx/public/content/exhibitplus).
Matt: ChefConf May 22-24 (https://chefconf.chef.io/2017/)
Matt Ray’s APAC Biz Travel Fun
5 different airlines in a month.
Emirates is the best.
This is why we can’t have nice things - American Airlines raises pay.
Red Hat.
Some cloud stuff we need to read-on more.
Check out Coté's summary of a recent Brian Gracely post on the OpenShift momentum (https://cote.io/2017/05/01/red-hat-openshift-momentum-highlights/).
Cloud Rules Everything Around Me
As summarized by Derrick (http://news.architecht.io/issues/architecht-daily-it-s-earnings-and-ipo-season-for-cloud-and-cloudera-55782) (via CNBC (http://www.cnbc.com/2017/04/27/microsoft-azure-growing-faster-than-aws-google-cloud-behind.html):
AWS brought in $3.66 billion in revenue, which was up 42 percent from last year. However, year-over-year growth dropped from last year’s first quarter.
Microsoft’s “Intelligent Cloud” unit, which includes Azure, grew 11 percent, to $6.8 billion. Microsoft doesn’t break out Azure revenue specifically, but said Azure saw a 93 percent increase in revenue over last year.
Google Cloud is buried somewhere in “Other Bets” on Alphabet earnings, a segment that grew 50 percent to $3.1 billion.
What’s the Halo Effect on this? It’s easy to blame the big vendors for shying away from public cloud but it was some scary shit, business-case wise, back in 2008.
Verizon sells cloud stuff to IBM (http://www.zdnet.com/article/ibm-to-snap-up-remnants-of-verizons-cloud-managed-hosting-business/).
Docker is now Moby, wait what?
LinuxKit - the host OS, where you run the containers.
“Moby (https://mobyproject.org/) is recommended for anyone who wants to assemble a container-based system”
Moby = open source development
Docker CE = free product release based on Moby
Docker EE = commercial product release based on Docker EE
Moby is the name of the upstream umbrella project supervising the open source pieces that are used to build Docker, which is now the commercial-focused product Docker CE/EE
Letter about Moby (https://osenetwork.com/2017/04/21/)an-open-letter-to-docker-about-moby/
Moby is Fedora, Docker is like RHEL, Eclipse, Genuitec.
Coté’s Notebook on Moby and such (https://cote.io/2017/04/22/the-news-from-docker-land-plus-the-money-being-fought-over-notebook/)
Coté's Notebook on Docker's new CEO (https://cote.io/2017/05/03/dockers-new-ceo-steve-singh-highlights/).
BONUS LINKS! Not covered in show.
EngineYard done!
Press Release (http://finance.yahoo.com/news/engine-yard-leader-ruby-rails-131500016.html)
A snarky Tweet (https://twitter.com/craig_tracey/status/857004524447432704)
Another Press Release (http://www.prnewswire.com/news-releases/engine-yard-a-leader-in-ruby-on-rails-acquired-by-crossover-to-become-a-full-stack-ruby-platform-300444820.html)
Jay Lyman at 451 (https://451research.com/report-short?entityId=92309&type=mis&alertid=445&contactid=0033200001wgKCKAA2&utm_source=sendgrid&utm_medium=email&utm_campaign=market-insight&utm_content=newsletter&utm_term=92309-Engine+Yard%27s+end+of+the+road+is+acquisition+by+Crossover): “It generated revenue of about $36m in 2016.” - I seem to recall that EngineYard would report on revenue.
“Native” Windows Server Support for Docker
Link (https://blogs.technet.microsoft.com/hybridcloud/2017/04/18/dockercon-2017-powering-new-linux-innovations-with-hyper-v-isolation-and-windows-server/)
“Linux containers running natively on Windows Server through our Hyper-V isolation technology”
Sysdig Docker Usage Report 2017
Link 1 (https://sysdig.com/blog/sysdig-docker-usage-report-2017/)
Link 2 (http://www.infoworld.com/article/3189385/open-source-tools/kubernetes-is-king-in-container-survey.html)
Always fun to read “real” numbers
10 containers/host and Kubernetes out in front
Microsoft and the NSA Exploits Leak
Link (https://blogs.technet.microsoft.com/msrc/2017/04/14/protecting-customers-and-evaluating-risk/)
Patch your servers and run modern versions people.
Amazon’s Coming to Australia
Link (http://mashable.com/2017/04/19/amazon-confirms-australia-expansion/)
“The moment Australian retailers have dreaded is here. “
Intel Drops out of OpenStack Innovation Center
Link (http://fortune.com/2017/04/14/intel-openstack-project-rackspace/)
30 Rackers moving internally, Intel is still participating within OpenStack
Huawei Want to Enter the Cloud Fray
Link (http://www.cbronline.com/news/cloud/public/cloud-wars-huawei-enters-fray-sets-sights-aws/)
Everybody wants a piece of AWS
Microsoft buys Deis
Coté’s notebook on the topic (https://cote.io/2017/04/10/microsoft-buys-deis-deeper-into-kubernetes-1-1bn-container-market-notebook/).
Oracle Buys Wercker
Link (http://blog.wercker.com/oracle)
“container lifecycle management” - foundation for a container PaaS if you tie it to the StackEngine acquisition?
How Many Data Centers Needed World-Wide
Link (http://perspectives.mvdirona.com/2017/04/how-many-data-centers-needed-world-wide/)
Deep cut from James Hamilton, AWS Datacenter guru
Re: Oracle “if you assume the big three are spending roughly equally, how can $1.7B compete with more than $10B when it comes to serving customers?”
“2+1 redundancy is cheaper than 1+1 and, when there are 3 facilities, a single facility can experience a fault without eliminating all redundancy from the system. Consequently, whenever AWS goes into a new region, it’s usual that three new facilities be opened rather than just one with some racks on different power domains.”
“latency is not the prime driver of very large numbers of regions”
“being close to population centers and major communications hubs matters to most operators more than cooling costs”
Canonical/Ubuntu priorities
Link (https://insights.ubuntu.com/2017/04/05/growing-ubuntu-for-cloud-and-iot-rather-than-phone-and-convergence/)
Dropping Unity desktop and phone stuff in favor of desktop, cloud & IOT
BrickerBot Bricks Unsecured IOT Devices
Link (https://www.bleepingcomputer.com/news/security/new-malware-intentionally-bricks-iot-devices/)
“BrickerBot the work of a vigilante?”
OmniTI Shutting Down OmniOS Development
Link (https://lists.omniti.com/pipermail/omnios-discuss/2017-April/008699.html)
Open source Solaris-compatible clone
“OmniTI will be suspending active development of OmniOS”
Apple makes GarageBand, iMovie and iWork free
Link (http://www.theverge.com/2017/4/18/15344834/apple-free-apps-garageband-imovie-pages-keynote-numbers)
MacOS and IOS!
Keynote is the best, why not open source for an attempt at cross-platform?
Recommendations
Brandon: S-town podcast (https://stownpodcast.org/), some background from the creator (https://longform.org/posts/longform-podcast-239-brian-reed).
Matt Ray: Google Translate video realtime AR stuff.
Coté: The Big Sleep (http://amzn.to/2pyAeak).

Mid-roll

Coté: CF Summit 2017 - 20% off registration code: cfsv17cote
Coté: Want 2 days of Spring knowledge? Check out SpringDays in ATL, NYC, and Chicago. Get 50% w/code SpringDays_HalfOff: SpringDays.io in Chicago (May 30th to 31st), New York (June 20th to 21st), and Atlanta (July 18th to 19th)
Coté: OSCON Expo Plus discount: I wanted to present to you a Free Expo hall Plus Pass for OSCON coming to Austin May 10/11. You get way more than just a pass to the expo, it also covers three full-day events: TensorFlow Day, InnerSource Day, and our Open Container Summit. If you are interested, you can use the code AUSTIN at checkout. You can see the entirety of what is offered here.
Matt: ChefConf May 22-24

Matt Ray’s APAC Biz Travel Fun

5 different airlines in a month.
Emirates is the best.
This is why we can’t have nice things - American Airlines raises pay.

Red Hat.

Some cloud stuff we need to read-on more.
Check out Coté's summary of a recent Brian Gracely post on the OpenShift momentum.

Cloud Rules Everything Around Me

As summarized by Derrick (via CNBC:

AWS brought in $3.66 billion in revenue, which was up 42 percent from last year. However, year-over-year growth dropped from last year’s first quarter.
Microsoft’s “Intelligent Cloud” unit, which includes Azure, grew 11 percent, to $6.8 billion. Microsoft doesn’t break out Azure revenue specifically, but said Azure saw a 93 percent increase in revenue over last year.
Google Cloud is buried somewhere in “Other Bets” on Alphabet earnings, a segment that grew 50 percent to $3.1 billion.

What’s the Halo Effect on this? It’s easy to blame the big vendors for shying away from public cloud but it was some scary shit, business-case wise, back in 2008.
Verizon sells cloud stuff to IBM.

Docker is now Moby, wait what?

LinuxKit - the host OS, where you run the containers.
“Moby is recommended for anyone who wants to assemble a container-based system”
Moby = open source development
Docker CE = free product release based on Moby
Docker EE = commercial product release based on Docker EE
Moby is the name of the upstream umbrella project supervising the open source pieces that are used to build Docker, which is now the commercial-focused product Docker CE/EE
Letter about Mobyan-open-letter-to-docker-about-moby/
Moby is Fedora, Docker is like RHEL, Eclipse, Genuitec.
Coté’s Notebook on Moby and such
Coté's Notebook on Docker's new CEO.

BONUS LINKS! Not covered in show.

EngineYard done!

Press Release
A snarky Tweet
Another Press Release
Jay Lyman at 451: “It generated revenue of about $36m in 2016.” - I seem to recall that EngineYard would report on revenue.

“Native” Windows Server Support for Docker

Link
“Linux containers running natively on Windows Server through our Hyper-V isolation technology”

Sysdig Docker Usage Report 2017

Link 1
Link 2
Always fun to read “real” numbers
10 containers/host and Kubernetes out in front

Microsoft and the NSA Exploits Leak

Link
Patch your servers and run modern versions people.

Amazon’s Coming to Australia

Link
“The moment Australian retailers have dreaded is here. “

Intel Drops out of OpenStack Innovation Center

Link
30 Rackers moving internally, Intel is still participating within OpenStack

Huawei Want to Enter the Cloud Fray

Link
Everybody wants a piece of AWS

Microsoft buys Deis

Coté’s notebook on the topic.

Oracle Buys Wercker

Link
“container lifecycle management” - foundation for a container PaaS if you tie it to the StackEngine acquisition?

How Many Data Centers Needed World-Wide

Link
Deep cut from James Hamilton, AWS Datacenter guru
Re: Oracle “if you assume the big three are spending roughly equally, how can $1.7B compete with more than $10B when it comes to serving customers?”
“2+1 redundancy is cheaper than 1+1 and, when there are 3 facilities, a single facility can experience a fault without eliminating all redundancy from the system. Consequently, whenever AWS goes into a new region, it’s usual that three new facilities be opened rather than just one with some racks on different power domains.”
“latency is not the prime driver of very large numbers of regions”
“being close to population centers and major communications hubs matters to most operators more than cooling costs”

Canonical/Ubuntu priorities

Link
Dropping Unity desktop and phone stuff in favor of desktop, cloud & IOT

BrickerBot Bricks Unsecured IOT Devices

Link
“BrickerBot the work of a vigilante?”

OmniTI Shutting Down OmniOS Development

Link
Open source Solaris-compatible clone
“OmniTI will be suspending active development of OmniOS”

Apple makes GarageBand, iMovie and iWork free

Link
MacOS and IOS!
Keynote is the best, why not open source for an attempt at cross-platform?

Recommendations

Brandon: S-town podcast, some background from the creator.
Matt Ray: Google Translate video realtime AR stuff.
Coté: The Big Sleep.

Twitter Mentions

@craig_tracey