Thursday, July 26, 2018

The Cloudcast #356 - Arrcus disaggregates Networking Software

Brian talks with Devesh Garg (Co-Founder/CEO of @arrcusinc) about the launch of Arrcus, the evolution of data networking and variations in market segments, and what makes ArcOS unique in a world of network operating systems.

Show Links:

Show Notes
  • Topic 1 - Welcome to the show and congratulations on the launch. Tell us a little bit about the founding team and what market gap Arrcus saw when starting the company.
  • Topic 2 - Before we get into discussing the company and the technologies, let’s talk about some recent shifts in the market. We’ve seen companies moving more workloads into the public cloud, consolidation in the chip market, as well as some of the web scale companies starting to be involved in networking gear. How do some of these changes influence your thinking about the market opportunity?
  • Topic 3 - Let’s talk about the core product, ArcOS. Gives us the basics, and some of the focus areas where you believe it provides unique differentiation in the market.
  • Topic 4 - Networking has always been a hardware-centric game. SDNs eventually sort of skewed towards security. We’ve watched the software-defined storage market struggle with software-only solutions, because of performance or ops-consistency or just how people expect to buy (HW+SW). You have people on the team with experience in the white box technologies. How do you overcome some of those challenges?
  • Topic 5 - With the network having very distinct areas (core data-center or leaf-spine; access, 5G edge, CDNs, etc.), what are some of the critical business-case decisions that the network directly impacts? What does that conversation look like with the business owner?
  • Topic 6 - We’ve seen where networking skills are a very distinct category in the past, and things like CLI-awareness are critical. Do you expect the market that you’re selling to will have the need for this being a strong affinity?
Feedback?

Thursday, July 12, 2018

The Cloudcast #354 - Prepping for a Product Launch

Aaron and Brian talk about some of the behind the scenes details on product launches - both new products and on-going updates.

Show Links:

Show Notes

Topic 1
- Topic 1 - Let’s start with the basics. What’s the typical checklist before a product launch?
  • Timeline and schedule (New Product Introduction (NPI) Checklists/Supply Chain aspects)

  • Multiple groups (internal & external) involved

  • Early customer involvement and feedback

  • Go-to-Market (GTM) planning
 • Multiple Transfers-of-Information (TOI’s) end to end

Topic 2 - The product is ready to go to market. How much “stuff” has to be created for all the groups that might care about the product?
  • Documentation & Message Guides

  • Pricing Models (and SKUs)

  • Field Training

  • Customer Training

  • Support Training

  • Sales and Technical content

  • Demos

  • Press and Analyst Content

  • Competitive Content
Topic 3 - What do you consider a successful product launch?

Topic 4 - How have product launches changed over the years, for things you’ve worked on?

Topic 5 - What are some commons mistakes you see companies make with launches?

Feedback?

Wednesday, July 4, 2018

The Cloudcast #353 - The 2018 Mid-Year Show

Aaron and Brian talk about the first half of 2018: Acquisitions and IPOs, Rating and ranking the Public Cloud, a look at aspects of Private Cloud, Containers and Kubernetes, HCI and GDPR, as well as their perspectives on AI and IoT.

Show Links:

Show Notes:

Topic 1 - It’s been a busy year for Cloudcast alumni in 2018  
  • Microsoft acquires GitHub - 7.5B
 
  • BonsaiAI acquired by Microsoft

  • Pivotal IPO - $555M

  • Evident.io acquired by Palo Alto - $300M

  • CoreOS acquired by Red Hat - $250M

  • Splunk acquires VictorOps - $120M

  • Elastic (formerly ElasticSearch) - announced IPO plans

  • Loggly acquired by Solarwinds
Topic 2 - How would you handicap the public cloud market (leaders, laggards, emerging trends)?
  • Gartner only has 6 companies in their IaaS Magic quadrant

  • AWS keeps growing (apparently 30-35% of public cloud spending)

  • Microsoft keeps acquiring

  • Google is still TBD, but we’re going to GoogleNEXT in July

  • Alibaba is growing and starting to hear about more US companies using AliCloud

  • IBM and Oracle still seem like large Enterprise vendors
Topic 3 - Brian’s involved with containers, Aaron’s involved with Storage and HCI and some cloud integration, what’s interesting in those areas? What are the biggest trends you’re seeing in the private cloud / data center market?
Topic 4 - We’ve been trying to incorporate more AI and IoT into the shows this year. What have you learned so far, what has surprised you, where do you still have questions?
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