2019 in Review & 2020 Predictions

SHOW: 430DESCRIPTION: Aaron and Brian discuss the biggest trends of 2019, and make bold cloud computing predictions for 2020. SHOW SPONSOR LINKS:Datadog Homepage - Modern Monitoring and AnalyticsTry Datadog yourself by starting a free, 14-day trial today. Listeners of this podcast will also receive a free Datadog T-shirtMongoDB Homepage - The most popular database for modern applicationsMongoDB Atlas - MongoDB-as-a-Service on AWS, Azure and GCP[DONUT RUN DONATIONS] [FREE] Try an IT Pro ChallengePODCAST BUSINESS: Why are Aaron and Brian both on the show recently?Krispy Kreme Challenge (“The Donut Run”) fundraisingAnnouncing “The Cloudcast Basics” - coming in early 2020!! CLOUD NEWS OF THE WEEK: The Cloudcast in 2019:Over 1.6M+ listens, up 40% YoYGuest Acquisitions: (total: 9) Cloudability (Apptio), Bromium (HPE), Docker (Mirantis), Shippable (JFrog), SignalFX (Splunk), Pivotal (VMware), NGINX (F5), ParkMyCloud (Turbonomics), Twistlock (Palo Alto) - also had 9 in 2018IPO: DatadogTRENDS and MAJOR STORIES from 2019:Public Cloud CAPEX comparisons (through 2018)Data of AWS trends in Revenues, Growth Rates, Operating Margins, Operating IncomeAWS continues to lead in revenues, but their revenue growth has been slowing (as a YoY and QoQ%) for the last 5-6 months. Increased competition from Azure.Azure won the US DoD JEDI contract. Google continues to be 3rd or 4th cloud, with Alibaba Cloud often ranked 3rd.IBM closed the $34B acquisition of Red HatVMware made 8 acquisitions in 2019 - Bitnami, Pivotal. AVI Networks, Carbon BlackLots of discussion about large public cloud spending by web scale companies (Salesforce, Apple, Spotify, etc.)Several of the Gig-Economy companies continued to struggle in finding a profitable business model - Uber, Lyft, WeWork, DoorDash, etc.2020 PREDICTIONSBrian:We’ll start talking about GitHub as one of the major cloud platforms, in the same way we do AWS, Azure and Google. We’re going to start seeing more and more vertical-centric AI/ML companies emerge, that curate data and provide insights-as-a-service. We’re going to start seeing companies that offer distributed versions of the large “monolithic” systems of today (Core Banking, ERP, etc.) that lets new companies and business models emerge.Aaron:TheFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow