Exploring the Future Potential of AI-Enabled Smartphone Processors
Cloud Trends Nov2015 Structure
1. State of the Cloud and
Container Ecosystems
Adrian Cockcroft @adrianco
Technology Fellow - Battery Ventures
November 2015
See www.battery.com for a list of portfolio investments
2. Previous Cloud Trend Updates
GigaOM Structure May 2014
D&B Cloud Innovation July 2015
1
Trends from 2014: Noted as appropriate
3. Cloud Adoption
@adrianco’s job at the
intersection of cloud
and Enterprise IT,
looking for disruption
and opportunities.
%*&!”
By Simon Wardley http://enterpriseitadoption.com/
2014
2009
Example: Docker
wasn’t on anyone’s
roadmap for 2014. It
was on everyone’s
roadmap for 2015.
9. Ecosystem Standards Bodies
OCP - runC subset of Docker
Portable runtime format
CNCF - superset of Kubernetes
Includes Mesos and more
CF - vendor coordination (IBM, HP)
Roadmap management
runC commitment
10. Docker’s own view of their ecosystem
Lots of startup activity in Docker management/security
More monitoring and logging tools adding Docker support
11. Docker in Production
2014 - DIY frameworks
2015 - Hardening and best practices
2016 - Mature production tooling
13. In 2014 Enterprises finally embraced
public cloud and in 2015 serious
deployments are under way.
Oct 2014 Oct 2015
14. Safe Bets
Trends from 2014: AWS share vs. Azure still growing
AWS growing 80% year on year, Enterprise share growing fast
Azure providing strong Linux and Open Source support
15. The Global Land-Grab
Azure
AWS
GCE
20 Regions
11 Regions
4 Regions
http://aws.amazon.com/about-aws/global-infrastructure/
http://azure.microsoft.com/en-us/regions/
https://cloud.google.com/compute/docs/zones#available
http://www.google.com/about/datacenters/inside/locations/index.html
India, UK, Korea
coming in 2016
Trends from 2014: AWS and Azure go after big markets
Google focused on low cost sites
17. Simplicity for Developers
May 2013 10,000
May 2014 190,000
May 2015 500,000 http://trends.netcraft.com/www.digitalocean.com
Web Facing Computers
Ranked 2nd to AWS since May 2015
Trends from 2014: growth rate slowing
22. Where is the fastest
growth in SaaS?
Questions we keep
hearing about cloud
23. Top SaaS Investment Areas
Many thanks to Kartik Sundar of
quid.com for pulling this data
SaaS Investments
#1 Application
Performance
and Lifecycle
Management
#2 Accounting,
BPM & ERP
#3 Sales and
Marketing
24. Top SaaS Investment Areas
Many thanks to Kartik Sundar of
quid.com for pulling this data
Analytics Platforms
“Big $ for Big Data”
was big in 2013
25. Top SaaS Investment Areas
Many thanks to Kartik Sundar of
quid.com for pulling this data
Talent Management
addressing the skills
shortage?
26. Top SaaS Investment Areas
Many thanks to Kartik Sundar of
quid.com for pulling this data
Healthcare IT
Investing in
Affordable Care?
34. Security
Visit http://www.battery.com/our-companies/ for a full list of all portfolio companies in which all Battery Funds have invested.
Palo Alto Networks
Enterprise IT
Operations &
Management
Big DataCompute
Networking
Storage