May 16th, 2017
59 mins 35 secs
Conjur, CyberArk, Donnie Berkholz, HSA, M&A, OpenStack, PAM, cloud, execs, health-insurance, security
In a too rare spate of social commentary, we start talking about the price of hipster avocados in Australia and US health insurance. With one of our favorite analysts moving over the enterprise side, we talk about what it'd be like going through that door. We then wrap up talking about Canonical's IPO talk, related OpenStack market discussion, and then use CyberArk's acquisition of Conjur to discuss the state of privileges access management (PAM). We end, as always, with recommendations, including some CostCo discussion.
May 3rd, 2017
1 hr 1 min
DockerCon, Red Hat, Strategy, cloud, containers, docker, execs, revenue
Red Hat, Moby, Docker CEO, and Halo Effect’ing The First Cloud Wars. Plus, APAC business travel.
April 9th, 2017 | 51 mins 7 secs
Having something to sell is always key to a profitable business. We explore this life-hack of the business world in discussion Twitter and then Amazon licensing Thursday night football. There's also some brief talk of Akamai buying SOASTA, Cloudera filing to IPO, and the lost dichotomy of agent/agentless.
March 30th, 2017
54 mins 49 secs
Accenture, Oracle, cloud, kubernetes, open source, rumors
We discuss the continual rise of Kubernetes, with Amazon as seemingly the main hold-out. This leads to a not-too-painful discussion of the stat of open source, at least how companies are using it tactically. Then we close out discussing the rumor that Oracle is considering buying Accenture and how the enterprise software plus services model seems to be panning out.
March 15th, 2017 | 1 hr 1 min
While it's unknown how much time you should let your kids play Minecraft, it's equally unclear at the moment who'll win the second cloud wars. Between Google, Azure, AWS, and all the others, how companies differentiate themselves and what customers will buy on isn't sorted just yet. We discuss Google Next, Pivotal's momentum announcement, and serious theories for Okta IPO'ing.
March 8th, 2017
1 hr 6 mins
docker, opencore, product management
Docker’s new enterprise SKUs and, once again, the open-core model, once again, IPO mania with Snap and MuleSoft.
February 17th, 2017
1 hr 2 secs
aws, cloud, containers, docker
There's tell that some people just look at containers as a cheaper way to virtualize, eschewing the fancy-lad "cloud-native stuff." We discuss that idea, plus "the enterprise cloud wars," and some recommendations.
February 11th, 2017
59 mins 11 secs
DHS, Privacy, Sensu, cloud, fundings, google, passwords, security, snap, spending
Snap is looking to spend billions on AWS and Google Cloud over the next five years. We talk about what exactly that could be for, then check in with Google's social strategy and thermostat strategies; meanwhile, the America Fuck Yeah crew wants to start gathering passwords at the boarder. Also, Brandon lays out the case that an open-core monitoring startup is a hard row to hoe.
Also, Baltimore is not in Maine. (But Coté is pretty sure it actually is.)
January 30th, 2017
1 hr 1 min
Apiary, AppDynamics, Atlasssian, Cisco, M&A, Oracle, trello
With a flurry of M&A over the past few weeks, we discuss some of the more popular ones: AppDynamics, Trello, and Apiary. These kind of buys are all about what the acquirer plans to do with the new “asset” and the financial health of the company being acquired. We discuss these recent acquisitions, including who the “losers” are. Also, the low-down on CostCo in Australia!
January 20th, 2017
48 mins 45 secs
BigCo, Coté, Dell, Project Sputnik, RedMonk, career, industry analysts, marketing
In part two of Coté navel gazing, we discuss Coté’s life as an analyst and strategists. Matt Ray is off in Australia-land, so it’s just Brandon and Coté. We discuss: what IT analyst work on; working with marketers that have poor, nothing new material; learning how to function inside a large company in the executive suite; M&A and investment bankers, getting shit done in large companies (it’s always slow), like Project Sputnik.