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?

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?


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

  • 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?

Thursday, March 29, 2018

The Cloudcast #340 - Adding AI into Software Platforms

Brian talks with Srinivas Krishnamurti (@skrishna09; Founder/CEO of Zugata) about the evolution of workplace management, how companies should think about problems that might require AI, the level of complexity needed to add AI to existing platforms, and how to manage the Human-to-AI interactions in software.

Show Links:

Show Notes
  • Topic 1 - Welcome to back the show. Remind people about Zugata and give us some updates on Self-Improvement as a Service.
  • Topic 2 - Zugata recently launched “Zugata Insights”
  1. Improve Company Culture
  2. Eliminate Gender Bias
  3. Better Understand the Skills & Attributes of Top Performers
  • Topic 3 - Zugata is a SaaS-based platform. How do you add AI-centric services to a SaaS platform?
  • Topic 4 - What is the state of available technology to add AI capabilities (e.g. existing open source tools, or cloud-based services) vs. having to hire that skill vs. retraining in-house developers?
  • Topic 5 - Your tools directly interact with human-centric issues. How much adaptation has to happen to steer AI around human-centric decisions vs. non-human-centric decisions?

Thursday, March 22, 2018

The Cloudcast #339 - Understanding Cryptocurrencies & Markets

Aaron talks with Jesse Proudman (@jesseproudman; Founder of @StrixLeviathan) about entrepreneurship, his new company Strix Leviathan, the basics of cryptocurrencies and markets, how these markets are evolving and what's next for their platform.

Show Links:

Show Notes
  • Topic 1 - Jesse, catch everyone up on the last few years. You had a good exit at BlueBox and then went on to a DE (Distinguished Engineer) position at IBM.
  • Topic 2 - Tell us about your journey to founding Strix Leviathan and this interesting intersection of AI and cryptocurrency. Was this a hobby that turned into a passion which turned into your next thing?
  • Topic 2a (Lightning Round) - Some cryptocurrency basics
  1. What is a cryptocurrency? What does it use as it’s basis of value?

  2. How do the cryptocurrency markets work? What are the basic elements someone needs to understand?
  3. Cryptocurrencies have been crazy volatile for the last few years. Is it good to have currency be so volatile? 
  • Topic 3 - Cryptocurrency is in the early days. What are some of the struggles today you see and the challenges folks entering this market are facing. For instance in a TechCrunch article you mention API issues with trading as an example of the infancy of the platforms. What do you think happens to the market in the both the short and long term?
  • Topic 4 - What problem is Strix Leviathan ultimately trying to solve for?
  • Topic 5 - It appears the engine today is two parts: a cryptocurrency tracker (data ingestion) and a trading engine. Correct? Where does the AI part fit into all of that? Is it doing the analysis and making recommendations on trades or does it actually perform the trades?
  • Topic 6 - Just this week you received a $1.6M funding round. What’s next for the platform and where are you headed?
  • Topic 7 - You took a slightly unconventional approach to startup with BlueBox, what lessons did you learn that you will bring forward to this venture?

    Thursday, February 15, 2018

    The Cloudcast #334 - The Future of Edge Computing

    Brian talks with Derek Collison (@derekcollison, Founder and CEO at Synadia Communications) about the future of edge computing, the impact of AI/ML on edge systems, and how Telcos and open source communities will evolve with edge computing opportunities.

    Show Links:

    Show Notes
    • Topic 1 - Welcome to the show. We’ve spoken with you many times over the years, but first time on the podcast. Your background is very well documented, so maybe give us a little glimpse into your latest company - Synadia Communications.
    • Topic 2 - (Public) Cloud Computing has grown in lock-step with the growth of the smartphone (since 2007), creating a specific pattern of application/communication and data collection. What are the forces that are driving all the attention around the Edge Computing evolution (e.g. sensors, smart cars, peer-to-peer patterns, etc.)?
    • Topic 3 - What do the economics of Edge Computing look like today? Where are the big bottlenecks, or areas for big disruption? Does it vary widely depending on the application (e.g. sensor data vs. streaming vs. telemetry) , or geography (e.g. dense cities, transportation networks, rural areas, etc.)
    • Topic 4 - You’ve talked about the Google Brain project for a long time. We’ve seen growth around centralized AI/ML for the last 5-7 years. Do you expect a different mode of AI/ML that has to emerge because Edge Computing patterns will be significantly different than centralized models, or do they need small adaptations?
    • Topic 5 - You’ve need heavily involved with messaging technologies over the years, from TIBCO to NATS. Can you share some insight into how messaging (or async communications) that might need to evolve at the edge, in more distributed types of systems?