After some rumination, Coté thins that the people backing “serverless” are just wangling to make it mean “doing programming with containers on clouds.” That is, just programming. At some point, it meant an event based system hosted in public clouds (AWS Lamda). Also, we discuss Cisco buying Duo, potential EBITA problems from Broadcom buying CA, and robot pizza. Of course, with Coté having just moved to Amsterdam, there’s some Amsterdam talk.
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Relevant to your interests
- Everyone’s favorite Outlook feature, now in G Suite.
- Do we know what “serverless” is yet? Someone named that got some funding.
- Related, Istio 1.0: “It is aiming to be a control plane, similar to the Kubernetes control plane, for configuring a series of proxy servers that get injected between application components. It will actually look at HTTP response codes and if an app component starts throwing more than a number of 500 errors, it can redirect the traffic.” MUST BE THIS HIGH TO RIDE!
- Follow-up: Brenon at 451 says Broadcom is gonna have to sell off some stuff to make it’s margin targets. The mainframe profits are too high, while distributed is low enough to throw the margins out of whack. So, sell off distributed to Micro Focus? To PE BMC? Or a bad analysis.
- Austin Regional Clinic is in Apple Health records. Pretty nifty that it sucks them all in...sort of.
- Robots make your pizza. Featured in that OKR book. For real.
- AWS: still makes lots of money, market-leader by revenue. See also Gartner on the topic: “The worldwide infrastructure as a service (IaaS) market grew 29.5 percent in 2017 to total $23.5 billion, up from $18.2 billion in 2016, according to Gartner, Inc. Amazon was the No. 1 vendor in the IaaS market in 2017, followed by Microsoft, Alibaba, Google and IBM.” Gartner estimates that AWS is ~4 times as big as the next, in 2017.
- Tibco might be sold off: “Vista took Tibco private in 2014 in a deal valued at about $4.3 billion including debt. The company, based in Palo Alto, California, makes software that clients use to collect and analyze data in industries from banking to transportation. It currently has about $2.9 billion of debt, according to data compiled by Bloomberg.”
- Cisco Announces Intent to Acquire Duo Security, $2.35bn.
- Apprenda shuts down. SASSY!
Conferences, et. al.
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