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Well, we've hit our third episode, so that means we have Stanima.

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It's actually going to happen.

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I think the next benchmark is episode seven.

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Then you have episode 10, and from there, it's just pure glory,

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just like chariots and roses being thrown in front of you.

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We've proven we can commit.

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That's right.

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We've figured it out.

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I've been moving the old podcast stuff to have a little administrative meta talk here

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from Libsyn to SoundCloud.

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Man, it's just, you know, sometimes I wish I could get software developers

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and be like, hey, you should start being a user of the thing you're writing

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and do that.

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I mean, you know, to be fair, SoundCloud's right for musicians.

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But I think they have enough of a podcast audience that they've got like

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RSS feeds and stuff like that.

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But one would think that if you wanted to have customer acquisition,

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you would find maybe like the top 10 or top five other podcast hosting companies

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and say, why don't you give us your RSS feed and we'll import all your stuff?

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No, no, no.

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Of course they don't do that.

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That's, you know, between WordPress and Tumblr and Squarespace over in blog land,

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they're all pretty good about that.

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But, you know, podcast land, not so much.

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Like we talked about last week, lock in and migration is a thing.

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That's right.

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That's tough.

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That's right.

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There's a regular first world problems there.

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But anyways, it is always fun to also see the stats,

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how they're differently done between the two hosting things.

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But the whole point of that, other than me just having something to talk about,

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is we've got this stuff hosted in SoundCloud,

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which really shouldn't affect you that much at all.

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It's got more interesting visual stuff, if you like that.

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But also, I finally, don't tell anyone, but I never actually added this podcast to iTunes.

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So I added this one, Pivotal Conversations to iTunes.

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We have like the catch-all thing for Pivotal Podcasts and iTunes that has every podcast that we do,

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but not an individual one for this.

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So now you can subscribe to just this if you really want to.

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It's a glorious day.

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So what have you been doing this past week?

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That's right.

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The world breathed a collective sigh of relief.

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That's right.

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Yeah, luckily I was in the San Francisco office last week,

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so it was fun to hang out with my folks.

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And the common question is always, what are you doing here?

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Which makes me feel welcome.

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So we've got some time with, watched some customer briefings.

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We had Forrester in for half a day talking about our space

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and trying to learn a little bit and just listen a little more than talk.

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So good chance to get a little refresher on what our real positioning is

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and how we help our customers best by trying to define a very muddled space.

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Indeed.

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Indeed.

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Well, this morning there was big news that Microsoft is buying LinkedIn,

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which is just so strange that it's worth talking about.

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I mean, I would have never thought about those two hooking up with each other.

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No, I mean, I guess they endorsed them for large acquisitions.

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I don't know.

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There's a million dumb LinkedIn jokes going around.

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I know.

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It's terrible.

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I didn't involve Clippy, which at least upgrades this conversation a little bit.

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But no, I mean, they've obviously flirted with Salesforce in the past.

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You know, there's all kinds of different talk about this.

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Twitter get acquired by someone like this at this point.

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So, yeah, I don't know if LinkedIn was on the radar for that stuff.

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But if you take a deep breath and look at it, ignoring how much they paid, there is probably

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an interesting play with what they do with Office 365.

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They highlighted a lot with Dynamics.

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So when you're trying to, you know, do real CRM and have links to a very impressive social

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graph and LinkedIn, that's interesting stuff.

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Now, are you going to monetize that additionally?

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Or does that just make you stickier?

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I guess that's what we'll have to find out.

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Yeah.

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I mean, as you're alluding to, having worked in M&A a little bit in the past, as Coté podcast

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bingo players will know, you know, it's always important to go read the official words that

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people say about this stuff, at least for what the deal rationale was.

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Like, what happens like 12, 24, beyond months out?

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Like, who knows what's going to go on?

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But like you mentioned, the two things that were mentioned on the Microsoft side the most

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were basically Office and Dynamics.

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And Dynamics is, you know, I don't know if I've ever actually seen it, but it's like

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their CRM, small to medium business, back office product line, as I remember their Great

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Plains acquisition from long ago.

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No marketing, in terms of like, nobody knows it.

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Right, right.

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Good product.

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Yeah.

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And, you know, so that's the first thing that sort of makes sense is essentially,

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and this is all sort of like, as deal rationale usually is, or public deal rationale, happy

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path thought.

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But like, you know, basically, if we assume that the, I forget however many million, but

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that most of the white collar workers or a huge amount of the white collar workers you would

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want to sell to are our users of Microsoft software.

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They're in LinkedIn, mildly active.

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I'm sure there's some, I don't know, medium chubby tail of activity or things like that,

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but it's basically a huge channel that's kind of bi-directional.

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That is a group of people or eyeballs, as we used to call them, to sell stuff to.

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And, you know, you could sell more office and more dynamics and all of that sort of stuff.

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And, you know, sure, that makes sense.

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There's a company here in Austin in the systems management space called Spiceworks that has

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a similar kind of channel business.

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Like, you look at it as a user and it's basically this free network management, systems management

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asset thing, right?

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Sysadmins use it to like scan their network and find everything that has an IP address and

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check the overall health of it and then do some basic diagnostic stuff.

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And it's like free.

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So you're like, how do they make money?

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And the way they make money is because it's free.

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They have, I think it's pretty legitimate that they have millions of users of it.

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And that's like a channel that people would want to sell stuff to.

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So vendors come up to them and sell stuff to them.

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And, you know, it's blatant banner advertising.

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I mean, maybe we'll see this in Office.

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It would be interesting if there was a free version of Office 365 supported by,

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ads or whatever, but, or maybe there is already.

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Anyways, shows you what I know.

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But, you know, so there's banners for, you know, like, I don't know, backup your servers

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to the cloud.

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And then there's more clever things that Spiceworks has, like Intel has these plugins that they

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somehow pay for that if you have their Intel chips and the servers you're monitoring, you

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get this extra functionality.

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So, you know, whatever it is, their V pro or I don't even, I don't know what Intel has,

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but, you know, you get this extra functionality, which is a little, well, it's a lot easier

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to wrap your hands around because you have detailed reportings, but it's sort of like,

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it makes your Intel customers want Intel more, hopefully.

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So anyways, all sorts.

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And, and then the classic two examples are like, they know when you need to buy a new printer

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ink, so they can refer you to that and collect some, some payment.

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And they know when the warranty on your servers is running out, so they could have you renew

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that.

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So using that as a structure, I could see that you have the social network of LinkedIn

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and there's all sorts of stuff you could sell to them that might be interesting, but, you

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know, who knows?

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Yeah.

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And don't forget some of the aqua hire part of this too, is, you know, they have a lot

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of data scientists on staff.

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They did all, they originated Kafka.

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So they have a lot of very smart distributed systems people.

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So clearly 26 billion is a lot to pay for people.

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Clearly that's not what they were just buying, but you know, from all accounts.

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And if you read their engineering blog, LinkedIn does some pretty cool stuff.

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So it's nice to pull that at the house.

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Yeah.

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I've, I've, I've been collecting a lot of, uh, reasons or that you, you know, synergies

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if you will.

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And, and I, I do it for one of the other podcasts.

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I do software to find talk because I'm sure we'll talk about it then.

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But I, I listed out some raw notes in, in, uh, my, my semi-weekly, uh, newsletter that

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I said, I'll put a link to it here.

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But yeah, I think, I think there's sort of like both of these companies have lots of cloud

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competence, competency, both at, well, I assume LinkedIn has it at the infrastructure layer,

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but definitely at the SAS layer and infrastructure layer, uh, collectively.

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So that's nice.

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And yeah, I, I mean, it's, I think the other one that's worth mentioning is the idea of identity,

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which, which, um, as I was noting, uh, in my newsletter, like, I think for as long as I've

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been in the space where people talk about M and a back when I was an analyst and when I

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was actually doing it, like everyone always kind of fantasizes about owning identity and

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it's never really panned out this.

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So, so the idea, for example, of many years ago, one of the potential threats was like,

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Oh my God, Salesforce, they control all these identities.

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So they could be like your active directory in the cloud or something like that.

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And, you know, that's interesting to think about.

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I mean, there's things like, if you look at the, um, built-in accounts you can have in,

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as we call it now, Mac OS and iOS, like LinkedIn is one of them along with like Facebook and

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mysteriously Vimeo and Flickr and other things like that.

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But so it's, it's, it's a way of logging into things.

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And then, but what, what makes it more credible to think about is that, well, Microsoft owns

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active directory, which is more or less the king of identity in the business space.

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So I don't know, that could be something.

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Yeah.

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No, no.

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Very interesting.

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I know it's, it's easy to go look at the number and say, they paid a 50% premium and all this

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kind of stuff.

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But you know what?

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Microsoft had a ton of cash sitting around, not doing anything.

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Yeah.

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At some point, maybe it's worth investing it on some flyers.

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Yeah.

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And no, I like, I like the way you, uh, you started off.

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It's like, well, putting aside if they overpaid or not, cause that's, that's, uh, making that

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judgment always takes a lot more than the, uh, the time you have for all these little hot

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takes about it.

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Like you've got to put together a model and figure out revenue and IRR and like all this

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stuff that really becomes like, cause it was like, what was it?

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Like 26, 24 billion or something.

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I mean, that is, I don't even understand numbers that big.

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That's no, it's not digging through the couch money or anything.

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No, it's legit.

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That's, it's one of those big couches.

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That's like in an L shape, not just, not just a love seat.

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That's right.

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Anyways, it'll be interesting to see what, I mean, it still has to close and everything,

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but, uh, I, I think, uh, you know, in addition to my genius raw notes about why it's good,

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the, um, the, uh, the deal rationale PDF, which I mean is PR stuff, obviously since it's

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public, that's, it's actually a pretty good one.

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And, and, uh, it's worth checking out if you're curious about this stuff.

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Yeah.

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I'll have to take a look.

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So also, uh, I, I, I think you, you sent over an article, uh, from our, our, our coworker,

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uh, Peter is interviewed in it going over the recent release of spring.

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And, uh, you pulled out one of the things that we pay close attention to that is that there's

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like 4 million downloads a month of spring boot.

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And this is, this is a point that, that we like to make a lot is, you know, in, in the

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cloud native space, this is one of the major ways that people, one of the major components

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people are using to, uh, basically start off and package and manage their Java applications

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and, and maybe other types of applications that they're doing.

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But there's a huge amount of momentum by download around that, which, which is, uh, an

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interesting one to track.

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And so I w I would, you've been around here long enough.

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I was curious to hear your explanation of what spring boot is.

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Cause it's always, everyone always has a new, uh, I remember when Josh long demoed it to

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me, like the first, I think the first week when I was on the job, I went out to that Howard

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street office and he like, he captured me for like two hours and demoed stuff.

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And I mean, along with this thing called initializer is it's a pretty, pretty awesome little

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package, but I'm curious, what's your take on it?

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Yeah, yeah.

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I mean that 4 million plus is, I think it was 22% over the last month.

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So there's this weird hockey stick that's gone up from, I think it was a couple hundred

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thousand this time two years ago to well over 4 million now.

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So you're clearly seeing devs and teams realizing that spring is the way you build modern Java

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microservices like that.

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I think that is no longer under debate.

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So with spring boot, it's about, I mean, from my understanding and I'm learning spring a bit

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myself now coming from a.net and JavaScript background.

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But, you know, when you look at spring boot, it's how do I value convention over configuration?

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I don't have all these XML files.

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I don't have all this stuff.

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Instead, I have a very opinionated framework that says this is the way to do a lot of things.

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And I can plug in using some smart dependency management of spring and boot to be able to do

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some really complex stuff super quick, whether it is all these Netflix OSS libraries and things like

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spring cloud or real config management, external config stores and things like that.

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Really powerful stuff for quickly accelerating.

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It's not meant to either be kind of the just kick the tires, play school microservices.

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It's meant to be like this is the Kickstarter for your enterprise class service or your Internet

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of Things service that's going to sit somewhere.

242
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So it's not just starter kits.

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It's meant to be this gets you up and running with spring boot.

244
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But the framework itself is clearly powerful enough and scaled well enough to run.

245
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Gosh, it seems like a heck of a lot of stuff when we listen to our customers on stage at

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CF Summit or other places really powered on this.

247
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So it feels like if you're using spring, as you mentioned, the initializer site is pretty

248
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ridiculous and an awesome way of going in saying, I want a little of this, a little of that.

249
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I get down this starter thing.

250
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I open it up and now I just do business logic.

251
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I spend no time on boilerplate stuff.

252
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And that is really powerful stuff.

253
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Yeah.

254
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You know, the things I've liked about it that I've seen since I've been here is one is that

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initial selection and packaging and what I would call wiring together of all your stuff,

256
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which, which at least way back when, when I was a Java developer was not fun.

257
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It was probably spend days or hours or days just getting started.

258
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Yeah.

259
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Just tracking down your dependencies and, and even beyond that, configuring all of your

260
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various frameworks and libraries to work with each other.

261
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So, you know, that's one of the things that spring as, as a whole has always been good

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at is I used to always think about spring as, uh, uh, they were like Java API and library

263
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developers who cared about users.

264
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Like all their stuff was like much better usability than the default.

265
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So, so that's nice as well.

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And, and I think, I think one of the, uh, enterprise, if you will uses that I think is

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interesting.

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And I think it was Kroger who talked about this a little bit at the last year CF summit

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is that when you set up an internal version of initializer and spring boot, that you can

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basically use it as a point of governance, which sounds awful to some people, but it's

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basically a way of controlling and tracking what various people inside your company are

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using.

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And I, and I think long-term, even medium term, like that has a tremendous amount of

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benefits rather than, uh, as our butter and as our buddy, Andrew Schaefer would say, rather

275
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than YOLO governance, like it's a, it's a lot more control of over what companies are

276
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using, which, uh, is, is, I think that's a lot, uh, a large part of what we see Pivotal

277
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customers using it for.

278
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And, and it's, it's, it's a good, again, like you can think of all these negative phrases

279
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like choke point or gateways or something, but it's, it's more of a governance opportunity

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that, that you can, I mean, there's, you know, it doesn't feel like dependency management and

281
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dependency detection is going to be the problem for the next five or 10 years as we now scale

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out to tons of microservices and look what NPM goes offline for no JS and then the internet

283
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goes down because you all of a sudden the register, I mean dependencies and management

284
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and services and distributed systems, that is the problem we're now creating for ourselves.

285
00:15:43,820 --> 00:15:47,820
And maybe it's a good one because it means we're building scalable systems, but I can

286
00:15:47,820 --> 00:15:51,920
sympathize with a company that says, look, I want to know which boot modules I'm using.

287
00:15:52,040 --> 00:15:55,060
I want to understand which third party services I'm using.

288
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So if I can, you know, if I'm doing circuit breakers, great.

289
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What am I preventing from cascading failure?

290
00:16:00,100 --> 00:16:02,780
I need a bigger picture for running my stuff.

291
00:16:03,040 --> 00:16:07,220
So as much as I, you know, we all cringe and shudder at the term governance or management

292
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or registries, at the same time, I think as we keep doing more of these things with more

293
00:16:12,600 --> 00:16:16,080
non-encapsulated dependencies, we're depending on more and more things.

294
00:16:16,520 --> 00:16:16,860
I don't know.

295
00:16:16,900 --> 00:16:18,020
There's a necessary evil there.

296
00:16:18,080 --> 00:16:19,880
Maybe we just haven't found the best solution yet.

297
00:16:20,220 --> 00:16:20,360
Yeah.

298
00:16:20,520 --> 00:16:25,340
I think, I think maybe what we need to get to, and there's, there's some people in the

299
00:16:25,340 --> 00:16:29,600
Cloud Foundry community who are scurrying around with the YAML files on this is automating

300
00:16:29,600 --> 00:16:34,220
governance, essentially that, that, I mean, it's good to have, it's good to know what you're

301
00:16:34,220 --> 00:16:39,780
running and, and how that happened, uh, because things break and, and you have to do stuff.

302
00:16:39,780 --> 00:16:44,540
And there's also like, you know, one of the, it's gotta, it's gotta be one of the, it's gotta

303
00:16:44,540 --> 00:16:52,020
be one of the top three or top five, uh, concerns of, of, of cloud native people.

304
00:16:52,020 --> 00:16:54,980
But basically like compliance and governance is a big deal.

305
00:16:55,540 --> 00:16:59,900
And so much of that, not all of it, but a lot of it is basically what we're talking about

306
00:16:59,900 --> 00:17:06,140
here, having an accounting of what's running and who authorized it and all this stuff.

307
00:17:06,400 --> 00:17:10,220
And one of the major reasons why it's such a headache is because it's not automated.

308
00:17:10,220 --> 00:17:15,720
It's like, it's, it's almost, it's not an analog loophole, but it's an, it's like analog

309
00:17:15,720 --> 00:17:21,300
leaking where there's almost this instance of governments where all of a sudden your, your

310
00:17:21,300 --> 00:17:23,620
software development goes into an email hole.

311
00:17:23,620 --> 00:17:25,760
It's like this, it's like terrible ETL.

312
00:17:25,760 --> 00:17:30,400
It goes into this email hole and then it goes into the, the Microsoft office hole.

313
00:17:30,560 --> 00:17:34,660
And somewhere in there, it probably goes through an analog hole and a bunch of meetings.

314
00:17:34,660 --> 00:17:39,540
And like, so instead of automating a whole bunch of cataloging of what's happening, people

315
00:17:39,540 --> 00:17:40,460
are doing it manually.

316
00:17:40,460 --> 00:17:41,720
And that's why it takes so long.

317
00:17:41,720 --> 00:17:46,600
And also why it seems like such a waste because everyone kind of knows it's not accurate.

318
00:17:46,800 --> 00:17:50,920
So the more, the more of these governance opportunities you have, the more you can

319
00:17:50,920 --> 00:17:55,320
automate governance and hopefully keep doing things that are good ideas, but just speed

320
00:17:55,320 --> 00:17:56,160
up doing it.

321
00:17:56,380 --> 00:18:01,280
So, uh, there's a rare sell for governance, pro governance movement.

322
00:18:01,400 --> 00:18:02,060
That's right.

323
00:18:02,220 --> 00:18:06,340
Not noted down this time and place that we were selling governance as a good thing.

324
00:18:06,520 --> 00:18:07,040
That's right.

325
00:18:07,580 --> 00:18:13,420
Well, you also, uh, you also noted that there's a, uh, migration service or competency over in

326
00:18:13,420 --> 00:18:14,420
AWS land.

327
00:18:14,480 --> 00:18:15,540
What's going off with that?

328
00:18:15,920 --> 00:18:16,160
Yeah.

329
00:18:16,200 --> 00:18:20,640
Maybe think of it after last week, our discussion about, you know, again, refactoring and migration

330
00:18:20,640 --> 00:18:21,400
and legacy.

331
00:18:21,400 --> 00:18:26,540
And, you know, it was interesting to watch last week, Amazon spin up an actual competency

332
00:18:26,540 --> 00:18:28,820
program for their partners, for migration partners.

333
00:18:29,080 --> 00:18:34,040
So, you know, who's good at doing some of the delivery things or consulting things or some

334
00:18:34,040 --> 00:18:35,320
of the planning and architecture things.

335
00:18:35,320 --> 00:18:42,060
Actually moving the bits from, you know, bit barn A to bit barn B, you know, so it's interesting

336
00:18:42,060 --> 00:18:46,320
to see them do a real discipline where these people have to be certified, prove they've done

337
00:18:46,320 --> 00:18:47,080
this successfully.

338
00:18:47,540 --> 00:18:51,640
And you just wonder if, again, you're going to see that trend a little more as instead

339
00:18:51,640 --> 00:18:56,540
of everyone trying to run their own platform, some of the smart niche offerings are for,

340
00:18:56,720 --> 00:19:00,640
you know, let me help you get over there because that's not going to be dead business for decades,

341
00:19:00,640 --> 00:19:01,160
isn't it?

342
00:19:01,200 --> 00:19:04,940
I mean, as people move into these cloud platforms, companies are going to need help

343
00:19:04,940 --> 00:19:08,820
for years, either refactoring or designing or moving their legacy stuff.

344
00:19:08,960 --> 00:19:12,540
So interesting to see Amazon again, realize it's not all born in the cloud.

345
00:19:12,660 --> 00:19:14,780
It's about things that are also going to move over there.

346
00:19:14,860 --> 00:19:19,360
Just like we talked about last week, that's maybe a good maturation point for cloud that

347
00:19:19,360 --> 00:19:21,480
it is for more than just the new hotness.

348
00:19:22,680 --> 00:19:23,080
Yeah.

349
00:19:23,160 --> 00:19:27,320
And looking through the, they categorize the type of partners they have, but there's a, there's

350
00:19:27,320 --> 00:19:28,260
quite a few in there.

351
00:19:28,260 --> 00:19:30,600
It was interesting to read over there.

352
00:19:31,440 --> 00:19:38,280
And, you know, it makes me think that, you know, I feel like the cloud conference scene

353
00:19:38,280 --> 00:19:40,500
hasn't been too awesome for a long time.

354
00:19:40,580 --> 00:19:44,180
I mean, there's like our own conference, which of course is the most awesome.

355
00:19:44,380 --> 00:19:48,500
And then the Cloud Foundry Summit conference, and then there's like AWS.

356
00:19:48,700 --> 00:19:53,900
I mean, there's a lot of vendor driven conferences, but, and the O'Reilly ones are always pretty

357
00:19:53,900 --> 00:19:54,200
good.

358
00:19:54,200 --> 00:19:57,860
Although those are all kind of starting to run together into the same conference that

359
00:19:57,860 --> 00:20:03,500
I've noticed agenda wise recently, but casting aspersions or whatever that word is, dispersions

360
00:20:03,500 --> 00:20:10,680
aside, like it seems like a good use of cloud conferences would be like migrating to the

361
00:20:10,680 --> 00:20:11,800
cloud types of things.

362
00:20:11,800 --> 00:20:17,600
Cause just the generic like cloud conferences, it's just like, Hey cloud is like not really

363
00:20:17,600 --> 00:20:22,940
too interesting now, but I think there is there's, I mean, we see it and I think other, everyone

364
00:20:22,940 --> 00:20:23,620
else sees it.

365
00:20:23,660 --> 00:20:27,860
And obviously Amazon does, there's enough interest in just like, how do I migrate my stuff that

366
00:20:27,860 --> 00:20:32,220
that would actually be a, uh, very interesting targeted cloud conference.

367
00:20:32,520 --> 00:20:33,360
And there you go.

368
00:20:33,520 --> 00:20:35,760
Conference organizers take note, but I think you're right.

369
00:20:35,840 --> 00:20:39,820
It's something that's again, not a super sexy topic, especially in this modern world as I

370
00:20:39,820 --> 00:20:43,100
know we're going to talk in a few moments about, you know, paths and containers and whatever,

371
00:20:43,100 --> 00:20:48,260
but you know, in reality, sheesh, now that we've proven cloud is a good model, we've gotten

372
00:20:48,260 --> 00:20:51,060
past that as they, you know, I don't know about this cloud thing.

373
00:20:51,160 --> 00:20:51,820
All right.

374
00:20:51,880 --> 00:20:55,720
So now we're getting into the actual interesting stuff of helping companies start using it,

375
00:20:56,180 --> 00:20:58,960
you know, and not just for their new stuff that's 10 projects a year.

376
00:20:59,080 --> 00:21:01,440
I went to 3000 apps sitting in their data center.

377
00:21:02,080 --> 00:21:02,180
Yeah.

378
00:21:02,280 --> 00:21:07,660
I mean, I mean this, I always think of this point of conferences because I remember the,

379
00:21:07,800 --> 00:21:13,760
the last time I went to a service now conference, which is a, uh, as exciting as this sounds

380
00:21:13,760 --> 00:21:18,780
hosted service, like a SAS service desk company that would like to be, you know, basically a

381
00:21:18,780 --> 00:21:23,200
case management company for everything, including driver's license renewals and stuff like that.

382
00:21:23,200 --> 00:21:28,680
But most of their money is in poaching away like remedy and, and other like service desk,

383
00:21:28,680 --> 00:21:34,080
uh, customers anyways, uh, and doing what we used to call ITSM.

384
00:21:34,080 --> 00:21:36,300
I barely even remember what that stands for.

385
00:21:36,640 --> 00:21:38,700
It's IT service management, isn't it?

386
00:21:38,900 --> 00:21:39,240
Indeed.

387
00:21:39,440 --> 00:21:43,240
Along, along with another favorite BSM business service management.

388
00:21:44,100 --> 00:21:44,660
Lovely.

389
00:21:44,960 --> 00:21:45,160
Yeah.

390
00:21:45,280 --> 00:21:53,840
So, uh, uh, you know, what was, this is probably two or three years ago now, but what was interesting

391
00:21:53,840 --> 00:21:59,100
about the, their conference was a huge amount of the people who are on the show floor were

392
00:21:59,100 --> 00:22:00,060
system integrators.

393
00:22:00,240 --> 00:22:05,400
And it was exactly, it was a very specific instance of what we're talking about here, where

394
00:22:05,400 --> 00:22:11,540
they were migrating from their on-premise service desk to the service now SAS service desk.

395
00:22:11,640 --> 00:22:17,400
And as you can imagine, there's a lot of customization in that with all your rules and logic and just

396
00:22:17,400 --> 00:22:19,140
the hard work of moving all that work.

397
00:22:19,280 --> 00:22:23,740
So there were, I remember having drinks with several of the SIs, the system integrators

398
00:22:23,740 --> 00:22:24,080
afterwards.

399
00:22:24,080 --> 00:22:26,100
And they were like, I just bought a new boat.

400
00:22:26,340 --> 00:22:30,460
Like they, like they were all, they were making, that industry was making so much money that

401
00:22:30,460 --> 00:22:33,920
personally people were just, you know, they had piles of cash they needed to burn.

402
00:22:33,920 --> 00:22:38,780
Like some kind of Miami vice stash where they're, uh, just going into warehouses.

403
00:22:39,060 --> 00:22:40,220
Of course it was all legal.

404
00:22:40,220 --> 00:22:44,760
There was, and they were probably all wearing socks as well, but it was just a, it was a

405
00:22:44,760 --> 00:22:45,420
booming business.

406
00:22:45,420 --> 00:22:50,440
And I imagine there's a similar booming business for SIs who are just in this space and have

407
00:22:50,440 --> 00:22:56,660
the competency and have figured out not only like the advertising, but how to, how to, uh,

408
00:22:56,660 --> 00:22:59,340
do SI work in a lean way that's profitable.

409
00:22:59,340 --> 00:23:05,520
And, you know, I'm sure their margins are like five, 10, 15% like bad by software margins,

410
00:23:05,520 --> 00:23:07,500
but that's pretty good work.

411
00:23:07,700 --> 00:23:09,820
If you can, uh, line up a high volume of it.

412
00:23:10,500 --> 00:23:10,580
Right.

413
00:23:11,100 --> 00:23:11,460
Right.

414
00:23:12,640 --> 00:23:13,880
So good.

415
00:23:14,400 --> 00:23:20,360
Well, this week, uh, I think, I think it was published last week, but, um, one of my, uh,

416
00:23:20,480 --> 00:23:25,800
long ago, former bosses, Stephen O'Grady at Redmonk, he wrote a, a pretty short piece

417
00:23:25,800 --> 00:23:30,060
on, uh, basically what does PaaS mean platform as a service.

418
00:23:30,780 --> 00:23:34,860
And, uh, I thought, I thought that would be a good little, uh, topic for us to have in

419
00:23:34,860 --> 00:23:36,600
our, uh, discussion section here.

420
00:23:36,600 --> 00:23:41,060
Cause it is, it's, it's another, it's an, I've noticed this is another ritualistic Pivotal

421
00:23:41,060 --> 00:23:44,280
hazing thing, which is like, oh, it's the new person.

422
00:23:44,420 --> 00:23:46,520
Have them say what they think PaaS is.

423
00:23:46,520 --> 00:23:49,160
So you can, you can just totally screw with them.

424
00:23:50,800 --> 00:23:55,600
And, and, and I, and I think, I think, uh, and so, you know, you know, more, more seriously,

425
00:23:55,600 --> 00:24:00,440
it is, it is always interesting every few months to contemplate what, uh, what we do with this

426
00:24:00,440 --> 00:24:07,500
word because to, to summarize, uh, Stephen's post, which I think, I think hit upon, uh, oddly

427
00:24:07,500 --> 00:24:12,100
enough, he doesn't actually reference the NIST definition, which, which I think is, uh, their,

428
00:24:12,200 --> 00:24:13,060
their stuff is pretty good.

429
00:24:13,080 --> 00:24:15,600
I haven't read that in a while, but I remember the write-ups being well.

430
00:24:15,760 --> 00:24:19,740
And as I always like to point out, whatever happened to community cloud, that would have

431
00:24:19,740 --> 00:24:20,160
been fun.

432
00:24:20,500 --> 00:24:26,680
But, uh, like he, to summarize his stuff, I think hopefully fairly, basically PaaS was a

433
00:24:26,680 --> 00:24:31,800
term that kind of evolved out of, uh, Salesforce and probably some other people at the time

434
00:24:31,800 --> 00:24:36,120
trying to figure out what to call their, as I would call it, their plugin mechanism.

435
00:24:36,440 --> 00:24:40,700
So Salesforce, the CRM system was out there and you could go in and like write and deploy

436
00:24:40,700 --> 00:24:44,540
code that customized it as you would need with any CRM or ERP system.

437
00:24:44,920 --> 00:24:47,460
And so they had, uh, what do they call that?

438
00:24:47,700 --> 00:24:53,740
Uh, they, they had some variant of Java that, uh, you could write stuff in and then you would

439
00:24:53,740 --> 00:24:54,200
have access.

440
00:24:54,720 --> 00:24:54,940
Yeah.

441
00:24:55,040 --> 00:24:55,400
Apex.

442
00:24:55,520 --> 00:24:56,000
There you go.

443
00:24:56,080 --> 00:24:59,800
And you, and you would basically, you could just extend their platform.

444
00:25:00,340 --> 00:25:03,480
And then at that time, I think there were all sorts of other people who were kind of

445
00:25:03,480 --> 00:25:09,340
like, it was a mixture of kind of like the, uh, the limping people from the ASP era who

446
00:25:09,340 --> 00:25:10,420
were letting you do stuff.

447
00:25:10,420 --> 00:25:12,000
And then there was also like jigsaw.

448
00:25:12,080 --> 00:25:13,140
There was all of these things.

449
00:25:13,260 --> 00:25:17,820
There was a whole other bent that was like the wiki companies that had kind of expanded

450
00:25:17,820 --> 00:25:20,520
into like the pseudo Lotus note companies.

451
00:25:20,520 --> 00:25:26,300
Like all this stuff that I think of as kind of like, uh, beyond FileMaker and Fox Pro, like

452
00:25:26,300 --> 00:25:28,580
your rapid application development stuff on the web.

453
00:25:29,080 --> 00:25:29,180
Yep.

454
00:25:29,340 --> 00:25:34,560
And, and, and that kind of got mushed together with some of the very early thoughts, I think

455
00:25:34,560 --> 00:25:41,440
of, of what the next era was, which was, let's call it kind of like the Heroku early Google

456
00:25:41,440 --> 00:25:46,860
app engine era, which was a little bit more like programmer friendly.

457
00:25:46,860 --> 00:25:53,180
And it was, it was something, it was something beyond go to a host Gator and like buy your

458
00:25:53,180 --> 00:25:55,680
own servers and install a lamp stack on it.

459
00:25:55,680 --> 00:26:00,920
Like, you know, and, and, you know, what, what you would see in this era was a fair amount

460
00:26:00,920 --> 00:26:07,360
of, of what you see as a developer with Cloud Foundry and, and contemporary passes, if you

461
00:26:07,360 --> 00:26:07,640
will.

462
00:26:08,200 --> 00:26:13,760
Uh, which was, uh, you basically write your application and you give it over to the thing.

463
00:26:14,220 --> 00:26:18,180
Let's, we'll just say paths and it figures out how to run it and does everything for you

464
00:26:18,180 --> 00:26:22,080
and auto scales, which is still something people are always fascinated with.

465
00:26:22,080 --> 00:26:24,940
And it's kind of like a, uh, a thing about paths.

466
00:26:25,500 --> 00:26:30,780
And I think at this point in, in, uh, in, in O'Grady's writeup or Steven's writeup, what's

467
00:26:30,780 --> 00:26:36,380
interesting is that he's like, so it was basically what we call serverless nowadays, which I think

468
00:26:36,380 --> 00:26:41,300
is kind of legit, like this, the same, the same goals people were going after.

469
00:26:42,040 --> 00:26:46,340
And then, and then sometime, like, I remember when I read this writeup in Wired about the

470
00:26:46,340 --> 00:26:51,420
original team at VMware that had been, uh, uh, poached, I guess.

471
00:26:51,420 --> 00:26:55,440
I don't know if that's a dangerous word, but it had been hired from Google to basically come

472
00:26:55,440 --> 00:26:57,420
into VMware and be in a garage.

473
00:26:57,620 --> 00:27:00,240
Like, I think Cade Metz wrote this up and there were pictures and everything.

474
00:27:00,540 --> 00:27:04,240
And they were basically going to work on a paths that became Cloud Foundry.

475
00:27:04,460 --> 00:27:09,840
And then, and then there was a strange era where paths was not a big deal for a while.

476
00:27:10,160 --> 00:27:11,620
I don't really know what was happening.

477
00:27:11,620 --> 00:27:15,880
Then I think, I think everyone got up the way I always make up at this, this history is

478
00:27:15,880 --> 00:27:18,180
everyone got obsessed with, with mobile basically.

479
00:27:18,180 --> 00:27:20,960
And no one really cared about, uh, infrastructure.

480
00:27:21,540 --> 00:27:27,920
And then, uh, and then starting maybe a couple of years ago, um, uh, like I remember this

481
00:27:27,920 --> 00:27:32,340
is back when I was still an analyst and you had a whole bunch of small past vendors and

482
00:27:32,340 --> 00:27:33,220
Pivotal of course.

483
00:27:33,660 --> 00:27:40,040
And then eventually larger people like IBM and HP and then HP also bought Staccato, which

484
00:27:40,040 --> 00:27:41,900
was, which was a Cloud Foundry thing.

485
00:27:42,080 --> 00:27:45,820
All of a sudden, all of a sudden, all of these vendors are talking about paths all the time,

486
00:27:45,860 --> 00:27:48,620
except they don't call it paths, which is the point of his writeup.

487
00:27:48,700 --> 00:27:52,780
In fact, they almost have like, uh, something I'm all too familiar with at the moment.

488
00:27:52,780 --> 00:27:59,060
This like allergic reaction to, uh, to, to paths being around and, uh, they really don't

489
00:27:59,060 --> 00:28:00,140
want to use that term.

490
00:28:00,140 --> 00:28:06,180
And so people, including us will use terms like, uh, platform or cloud platform or cloud

491
00:28:06,180 --> 00:28:11,400
native or whatever there, there's even there's a, there's a writeup I'll put in the show notes

492
00:28:11,400 --> 00:28:14,600
from, uh, Brian Graceley, who's over an analyst over at Wikibon.

493
00:28:14,600 --> 00:28:19,400
And he makes a distinction between a structured and unstructured platform, which, which I think

494
00:28:19,400 --> 00:28:19,860
is nice.

495
00:28:20,480 --> 00:28:22,560
So that's pretty much the layup.

496
00:28:22,560 --> 00:28:27,300
And then also Docker is in there as well as, as a way of doing things, but you know, there's

497
00:28:27,300 --> 00:28:33,100
really no major conclusions, uh, that, that Steven comes to, but it's a good kind of very

498
00:28:33,100 --> 00:28:37,360
pithy rounding up of like, so what do we call this thing essentially?

499
00:28:38,600 --> 00:28:39,000
Yeah.

500
00:28:39,040 --> 00:28:41,460
I mean, that's a good history lesson.

501
00:28:41,600 --> 00:28:45,340
I mean, I would just argue, I guess paths was too early for itself.

502
00:28:45,580 --> 00:28:50,880
You know, the early NIST days of IaaS and paths and SaaS is fit beautifully into a slide

503
00:28:50,880 --> 00:28:55,900
presentation, but you had people who were just maybe finished virtualizing their data center.

504
00:28:56,060 --> 00:28:58,820
They were starting to look at cloud and kind of giving everything up.

505
00:28:58,860 --> 00:29:03,160
Cause this member, I mean, as you described those early gen PaaSs were super constraining

506
00:29:03,160 --> 00:29:08,380
on purpose, but you know, you could deploy two languages to Google app engine or Heroku.

507
00:29:08,640 --> 00:29:11,140
You could only run these in their data centers.

508
00:29:11,140 --> 00:29:16,040
You had to have almost a, you know, it's a, no, it's joke about the sort of app engine.

509
00:29:16,120 --> 00:29:18,900
It had to be very aware of its environment in order to run successfully.

510
00:29:18,900 --> 00:29:23,480
So it was a very much an extreme lock-in and it was such a step so far for someone who's

511
00:29:23,480 --> 00:29:24,620
just starting to get into cloud.

512
00:29:24,800 --> 00:29:26,240
So fantastic model.

513
00:29:26,360 --> 00:29:30,200
And then, you know, Microsoft came out with their stuff, but then in 2012, you had, I

514
00:29:30,200 --> 00:29:34,880
think within a month of each other, Google and Microsoft announcing an IaaS layer saying

515
00:29:34,880 --> 00:29:36,660
like, Hey, we were probably too early with PaaS.

516
00:29:36,940 --> 00:29:39,620
So now let's actually make real money by offering infrastructure.

517
00:29:40,320 --> 00:29:43,960
And so I think, as you said, you know, there was that lull there where I think it was either

518
00:29:43,960 --> 00:29:46,660
mobile or people were kind of just figuring out infrastructure.

519
00:29:46,660 --> 00:29:51,360
And then, you know, as infrastructure became more and more automated and it became easier

520
00:29:51,360 --> 00:29:55,720
to get all of it, then all of a sudden, I think it returned this idea to how do I treat

521
00:29:55,720 --> 00:29:57,060
infrastructure super stupid?

522
00:29:57,060 --> 00:29:58,000
Cause it doesn't matter.

523
00:29:58,120 --> 00:30:01,420
I just want to build up using config management, Terraform.

524
00:30:01,480 --> 00:30:04,800
I just want to build stuff with no humans involved and deploy my apps.

525
00:30:04,980 --> 00:30:07,960
And almost, I think it gave you a second look back to shoot.

526
00:30:08,020 --> 00:30:09,040
Wasn't that what PaaS was?

527
00:30:09,500 --> 00:30:11,980
Like why am I building a PaaS?

528
00:30:12,080 --> 00:30:13,240
They already have these things.

529
00:30:13,240 --> 00:30:19,180
And by then, you know, go to 2014, 2015, when you did have projects like Cloud Foundry

530
00:30:19,180 --> 00:30:24,380
that had moved beyond that 2007 definition of PaaS where, you know, now it's open source.

531
00:30:24,580 --> 00:30:25,900
Now it can run on premises.

532
00:30:26,140 --> 00:30:29,980
It supports a half a dozen languages plus another dozen with other build packs.

533
00:30:30,280 --> 00:30:34,020
It, you know, uses a number of great things under the covers that don't feel like it's

534
00:30:34,020 --> 00:30:34,600
a black box.

535
00:30:34,700 --> 00:30:39,740
So it was doing all these things, adding governance, adding ecosystem that if you were still stained

536
00:30:39,740 --> 00:30:43,700
with this definition from, you know, eight years ago, you thought, you know, PaaS is

537
00:30:43,700 --> 00:30:45,420
old and, and old and crusted.

538
00:30:45,560 --> 00:30:47,540
I just want to use my new container platform.

539
00:30:48,360 --> 00:30:52,320
You may, you may, you know, obviously just be jumping too far ahead and not realizing what's,

540
00:30:52,360 --> 00:30:53,020
what's evolved.

541
00:30:53,200 --> 00:30:55,060
So I think, you know, PaaS was early.

542
00:30:55,580 --> 00:30:58,980
I think it was a great model to talk about, but everyone just kind of nodded at it and

543
00:30:58,980 --> 00:31:01,900
patted it on the head, like the three-year-old at the Thanksgiving table.

544
00:31:02,300 --> 00:31:03,520
You're, you're, you're cool, PaaS.

545
00:31:03,720 --> 00:31:05,200
Someday you'll be here with the big boys.

546
00:31:05,580 --> 00:31:07,560
And now I think it deserves to see it at the table.

547
00:31:08,240 --> 00:31:12,220
Yeah, no, you're, you're, you're also, you're making me remember I left out Azure, right?

548
00:31:12,240 --> 00:31:16,420
Like that was originally launched as a, uh, and you're probably even more familiar with

549
00:31:16,420 --> 00:31:21,120
that than I am, but it was originally launched as a big PaaS and it kind of just, I don't

550
00:31:21,120 --> 00:31:21,340
know.

551
00:31:21,500 --> 00:31:22,100
I don't know what happened.

552
00:31:22,100 --> 00:31:23,320
They were fighting for use cases.

553
00:31:23,480 --> 00:31:23,620
Yeah.

554
00:31:23,620 --> 00:31:26,280
I think it was one of these where like, Hey, you can run your website here.

555
00:31:26,360 --> 00:31:29,340
I'm like, all right, well, how am I going to connect it to the rest of my stuff, which

556
00:31:29,340 --> 00:31:31,480
is sitting behind nine layers of firewalls.

557
00:31:31,480 --> 00:31:36,440
So I got, it's really interesting, but it's, I can deploy like only my siloed, you know,

558
00:31:36,760 --> 00:31:41,380
independent static website stuff or only my clouded sitting in the cloud stuff, which

559
00:31:41,380 --> 00:31:43,100
then wasn't a whole lot of stuff.

560
00:31:43,300 --> 00:31:43,700
Yeah.

561
00:31:43,860 --> 00:31:44,120
Yeah.

562
00:31:44,460 --> 00:31:45,500
Really interesting stuff.

563
00:31:45,520 --> 00:31:49,000
And maybe now in this whole serverless thing where most of these serverless frameworks are

564
00:31:49,000 --> 00:31:51,080
running in the cloud, it would make even more sense.

565
00:31:51,460 --> 00:31:55,820
So hopefully those things were precursors because they really got people into a mindset, which

566
00:31:55,820 --> 00:32:00,500
now feels commonplace, which felt super alien again, eight, 10 years ago.

567
00:32:00,720 --> 00:32:00,860
Yeah.

568
00:32:00,940 --> 00:32:08,440
And I, I, I, I like the way you frame it up that, uh, that essentially despite good intentions

569
00:32:08,440 --> 00:32:18,200
that we still have in the not PaaS, PaaS world, which is basically to make, uh, the act

570
00:32:18,200 --> 00:32:21,420
of, of, of developing and then running an application easier.

571
00:32:21,900 --> 00:32:24,880
I mean, you know, there's all sorts of things, but it's sort of like, you shouldn't have to

572
00:32:24,880 --> 00:32:26,780
worry about all this infrastructure stuff.

573
00:32:27,020 --> 00:32:30,000
You can just be able to focus on running, running your software.

574
00:32:30,720 --> 00:32:36,060
Um, like we still all have that goal, but this, you know, what ended up, I think the,

575
00:32:36,060 --> 00:32:40,820
there's two things I think I remember that people used to think about PaaS, which, and

576
00:32:40,820 --> 00:32:43,460
maybe still do, which is what the problem is that it's too limiting.

577
00:32:43,880 --> 00:32:45,260
Like there's, it's too limiting.

578
00:32:45,260 --> 00:32:48,160
And like we talked about last time, there's too much lock-in, right?

579
00:32:48,200 --> 00:32:52,640
And like, well, what if, what if I want to do something it doesn't allow, right?

580
00:32:52,680 --> 00:32:58,160
And, and this was the big discussion I remember way back when around Apex and, and Google app

581
00:32:58,160 --> 00:33:05,320
engine is like, you know, it's, it's 95% Java, but what about that other 5%, right?

582
00:33:05,320 --> 00:33:10,420
Like, like what if I need to use that other 5% or like call out to the file system or like

583
00:33:10,420 --> 00:33:10,880
all this stuff?

584
00:33:10,880 --> 00:33:18,320
And, and that, uh, that kind of thinking, um, I think, I think somewhat rightly so always

585
00:33:18,320 --> 00:33:19,700
turns off programmers, right?

586
00:33:19,700 --> 00:33:24,460
Like I, I was, I was driving around today and thinking like, well, if you have a situation

587
00:33:24,460 --> 00:33:29,180
that's like 99% accurate, then hopefully you don't have to do that thing a hundred times

588
00:33:29,180 --> 00:33:31,280
because it'll fail the hundredth time.

589
00:33:31,380 --> 00:33:34,920
I mean, you know, not exactly on the hundredth time, but you get the idea.

590
00:33:35,100 --> 00:33:38,960
And so, you know, when you have small, what seem like small percentages like that, if you're

591
00:33:38,960 --> 00:33:41,040
doing it a lot, then there are issues that come up.

592
00:33:41,380 --> 00:33:43,440
So there is that idea of it being too limiting.

593
00:33:43,600 --> 00:33:48,200
And, and then the other idea, and this would be in specific to Heroku is I remember all

594
00:33:48,200 --> 00:33:51,020
my development friends at the time would be like, it's so expensive.

595
00:33:51,580 --> 00:33:56,260
Like I could just do it on my own and not have to worry about the expense of it, you know?

596
00:33:56,260 --> 00:34:01,020
And this is, you know, cause developers never really think about the long-term cost of something

597
00:34:01,020 --> 00:34:03,380
and, and they don't really do ROI stuff in their head.

598
00:34:03,440 --> 00:34:05,180
They're kind of one-time payers for stuff.

599
00:34:05,320 --> 00:34:12,400
Usually, I mean, I'm broadly generalizing there, but I, I think, I think, you know, both of those

600
00:34:12,400 --> 00:34:14,400
issues have been addressed to a large extent, right?

601
00:34:14,420 --> 00:34:17,800
Like as you were going over, you were cataloging all the different ways you can run.

602
00:34:17,900 --> 00:34:21,960
One of the things you just mentioned there is, and, and, you know, like there's a huge

603
00:34:21,960 --> 00:34:24,200
amount of flexibility that you have in passes, right?

604
00:34:24,200 --> 00:34:26,660
You've got lots of languages supported in Cloud Foundry.

605
00:34:26,760 --> 00:34:28,440
You can add in your own services.

606
00:34:28,760 --> 00:34:33,100
Like we were just talking about spring boot earlier and like all the stuff that that has.

607
00:34:33,520 --> 00:34:38,800
So there is an actual, uh, broader array of functionality nowadays that you have.

608
00:34:38,800 --> 00:34:44,320
And I think, I think there's a better understanding that the cost is actually like worth it, that

609
00:34:44,320 --> 00:34:45,740
the ROI pans out.

610
00:34:45,820 --> 00:34:50,180
And you see that when it comes to the speed that you can achieve when you're doing things

611
00:34:50,180 --> 00:34:54,220
like the, the, the way that you figure out if it's too expensive or not, it's like, well,

612
00:34:54,260 --> 00:34:55,240
what are the alternatives?

613
00:34:55,460 --> 00:34:58,040
Like, how is it currently going for you essentially?

614
00:34:58,360 --> 00:35:05,160
And, you know, it is very expensive currently and doesn't really like deliver on, on all these

615
00:35:05,160 --> 00:35:05,840
great promises.

616
00:35:05,960 --> 00:35:12,260
Whereas if, if you have a functional it system in place, it's cost is the least of your concerns

617
00:35:12,260 --> 00:35:13,740
or, uh, things you worry about.

618
00:35:14,700 --> 00:35:15,060
Yeah.

619
00:35:15,060 --> 00:35:17,440
I mean, you, you, you hit on like a few good things there.

620
00:35:17,500 --> 00:35:20,980
I think, you know, one thing we've, I've heard us talk about a little more, frankly,

621
00:35:21,020 --> 00:35:25,020
we needed to do even more of it is systems need to be opinionated, but extensible.

622
00:35:25,360 --> 00:35:29,100
I mean, I think that there's this place where it says, look, just giving you a completely

623
00:35:29,100 --> 00:35:31,840
green field saying do whatever you want is too much.

624
00:35:31,920 --> 00:35:33,340
It's this paradox of choice.

625
00:35:33,500 --> 00:35:36,220
You end up spending too much time just getting things figured out.

626
00:35:36,300 --> 00:35:40,000
So I want to opinionated helps, but then you want to, as you say, you want to cover that

627
00:35:40,000 --> 00:35:40,600
5%.

628
00:35:40,600 --> 00:35:44,280
You want to be able to do things that maybe still feel unholy to us, but we should be able

629
00:35:44,280 --> 00:35:44,980
to support it.

630
00:35:45,380 --> 00:35:47,400
So there's, I think some mix of that.

631
00:35:47,460 --> 00:35:52,280
I think it all comes down to this whole conversation is there's terms, but the point is, I think

632
00:35:52,280 --> 00:35:56,640
organizations are trying to ship faster and it's an agility thing.

633
00:35:56,700 --> 00:35:57,600
It's a speed thing.

634
00:35:57,700 --> 00:36:01,620
And so are you using the technology, whether we call it paths or cloud native or whatever

635
00:36:01,620 --> 00:36:06,940
we call it, are you taking on technologies or helping you do things faster, learn faster,

636
00:36:06,940 --> 00:36:10,300
fail faster, discover things faster, ship that, whatever it is.

637
00:36:10,600 --> 00:36:15,460
That when we spent the day with Forrester last week, and one thing they mentioned is, you

638
00:36:15,460 --> 00:36:19,120
know, arguably companies like Pivotal and with Cloud Foundry, we're actually in the continuous

639
00:36:19,120 --> 00:36:21,960
delivery market, not the cloud market.

640
00:36:22,240 --> 00:36:28,060
Like that's really what we do is help organizations ship software faster and better, like quality

641
00:36:28,060 --> 00:36:32,220
software faster, not just ship garbage faster, ship quality software faster.

642
00:36:32,480 --> 00:36:33,720
That's the problem we're solving.

643
00:36:33,840 --> 00:36:36,200
I think that's the problem most companies are trying to address.

644
00:36:36,780 --> 00:36:42,980
Yeah, I think that's an interesting framing and it's almost to be a super big picture again.

645
00:36:45,120 --> 00:36:49,900
I think there's a lot of companies converging on that.

646
00:36:50,140 --> 00:36:53,700
Whether you want to, to use the old terms, as I always like doing, whether it's the software

647
00:36:53,700 --> 00:37:03,440
delivery lifecycle or development, SDLC or ALM or, you know, app dev or whatever, or CICD.

648
00:37:03,780 --> 00:37:08,700
Like there's a whole bunch of companies, like I think, I think HP just kind of, they came

649
00:37:08,700 --> 00:37:10,960
out with some new things that fit into that.

650
00:37:11,300 --> 00:37:17,260
And so it's, and, and companies like Chef have a, a CD product and we've got a, we've

651
00:37:17,260 --> 00:37:18,460
got one that we're working on.

652
00:37:18,520 --> 00:37:26,240
Like everyone basically has lots of opinions already and has for a while and is either working

653
00:37:26,240 --> 00:37:31,000
on or has a product that's sort of like your delivery pipeline management thing.

654
00:37:31,000 --> 00:37:35,020
And, and so, and, and I think that's a reaction to exactly what you were just saying that I

655
00:37:35,020 --> 00:37:39,840
guess that the, you guys were discussing with, uh, with the Forrester folks is like the problem

656
00:37:39,840 --> 00:37:42,840
you're solving is like delivering and running software.

657
00:37:43,540 --> 00:37:45,600
So you should solve that problem.

658
00:37:46,080 --> 00:37:50,700
Not just, not just worry about the servers or whatever, but like solve as much of that

659
00:37:50,700 --> 00:37:51,040
problem.

660
00:37:51,040 --> 00:37:54,200
And, and the critical pot, the critical thing in there is the pipeline.

661
00:37:54,200 --> 00:37:56,800
And so that's a important thing to pay attention to.

662
00:37:57,460 --> 00:37:57,900
Yeah.

663
00:37:58,040 --> 00:38:03,140
And to be, you know, maybe even more provocative if I were channeling our own, uh, James Watters,

664
00:38:03,140 --> 00:38:08,260
who I watched him twice last week, mentioned both to customers and in this briefing, you

665
00:38:08,260 --> 00:38:13,300
know, his belief that opinionated configuration management will never unopinionated configuration

666
00:38:13,300 --> 00:38:14,380
management can never win.

667
00:38:14,380 --> 00:38:17,820
That all it ends up being is just a dialect question as he says it.

668
00:38:18,040 --> 00:38:22,640
So chef puppet Ansible, you know, CF engine, these are just different ways of saying the

669
00:38:22,640 --> 00:38:23,160
same thing.

670
00:38:23,160 --> 00:38:28,440
And it's just this abstract kind of do whatever versus a Bosch or a Cloud Foundry, these systems

671
00:38:28,440 --> 00:38:30,900
that are, this is how we think you build infrastructure.

672
00:38:31,080 --> 00:38:34,840
This is a specific thing we're solving instead of you can do everything.

673
00:38:34,840 --> 00:38:39,020
And even with awesome tools like Ansible, I still have to configure each app differently

674
00:38:39,020 --> 00:38:40,300
or each server environment.

675
00:38:40,300 --> 00:38:41,540
It's not right.

676
00:38:41,600 --> 00:38:42,160
There's no opinion.

677
00:38:42,280 --> 00:38:44,520
It's just a, a, a dialect question.

678
00:38:45,060 --> 00:38:49,420
So this idea of, I want to use platforms that give me a best way to ship things, lets me

679
00:38:49,420 --> 00:38:53,640
extend it when I need to, but gets me back into the business of shipping, interesting software,

680
00:38:53,760 --> 00:38:56,120
not being great at patching and updating servers.

681
00:38:56,800 --> 00:38:56,860
Yeah.

682
00:38:57,120 --> 00:38:57,420
Yeah.

683
00:38:57,540 --> 00:39:01,760
I mean, I mean, it's almost like opinions are expensive, especially to maintain.

684
00:39:01,760 --> 00:39:05,220
So, so be careful about having your own opinions too much.

685
00:39:05,380 --> 00:39:10,080
Like it's, it's, it's good to pull those together with everyone else and, uh, kind of go with

686
00:39:10,080 --> 00:39:12,620
it and, you know, to, to use my favorite joke, right?

687
00:39:12,620 --> 00:39:17,940
Like a file system is an opinion and, uh, it's not cheap to make if your opinion differs

688
00:39:17,940 --> 00:39:19,940
from, you know, the way most people do it.

689
00:39:20,120 --> 00:39:24,260
Although, you know, sometimes it's worth paying for, but not often.

690
00:39:24,800 --> 00:39:30,320
Well, when Forrester's, you know, predicting that about 40% of it is actually automated today,

691
00:39:30,320 --> 00:39:35,440
that, that means should I be spending my time trying to automate the last 60% or have something

692
00:39:35,440 --> 00:39:36,360
that does it for me?

693
00:39:36,500 --> 00:39:40,420
And that, that's always going to be the age old build by question that, that never will

694
00:39:40,420 --> 00:39:41,060
be solved.

695
00:39:41,060 --> 00:39:45,480
But when you look at that thing, what's it going to take me to get to 50%, what's it going

696
00:39:45,480 --> 00:39:51,060
to take me to get to 75, you know, a three-year project to, you know, do a container oriented

697
00:39:51,060 --> 00:39:54,200
data center with config management or an alternative.

698
00:39:54,400 --> 00:39:56,100
I think those are good questions to ask.

699
00:39:56,140 --> 00:40:00,120
And you may have a, you know, some shop may be totally set up to do something themselves

700
00:40:00,120 --> 00:40:03,560
or they're close to that tipping point where they're doing it the way that makes sense

701
00:40:03,560 --> 00:40:07,140
to them, but at the same time, I think we're seeing, that's why some of these large companies

702
00:40:07,140 --> 00:40:12,440
and mid-sized companies pick a platform because they don't want to work to move that next step.

703
00:40:12,520 --> 00:40:15,000
They want to get in there and then start going back to shipping software.

704
00:40:16,100 --> 00:40:17,740
So, so what do you, what do you think we should say?

705
00:40:17,840 --> 00:40:22,400
Do you think we should say cloud platform or PaaS or like what, uh, what, what word do

706
00:40:22,400 --> 00:40:23,620
you, let me ask that a different way.

707
00:40:23,680 --> 00:40:25,980
What word do you find yourself using by default?

708
00:40:27,640 --> 00:40:28,000
Yeah.

709
00:40:28,080 --> 00:40:31,160
You've all ruined me since I got here on cloud native to some extent.

710
00:40:31,680 --> 00:40:36,140
And I, you know, but you know, the other thing that screws me up with PaaS and I don't want

711
00:40:36,140 --> 00:40:40,000
to throw our friends at Gardner under the bus, but you know, their taxonomy is 20 different

712
00:40:40,000 --> 00:40:44,640
classifications of PaaS covering everything from mobile to like, I think machine learning

713
00:40:44,640 --> 00:40:45,740
and key value store.

714
00:40:45,800 --> 00:40:48,860
Like they've hyper segmented so much that it's meaningless.

715
00:40:49,380 --> 00:40:49,440
Yeah.

716
00:40:49,480 --> 00:40:53,740
So that, that's part of the problem too, is a, everything somehow is a PaaS now, whether

717
00:40:53,740 --> 00:40:58,560
it's service now or Salesforce or Google app engine, somehow they're all PaaS, which is

718
00:40:58,560 --> 00:41:01,580
seems insane because how, you know, what is that overlap?

719
00:41:01,820 --> 00:41:05,960
But in the, you know, this race to kind of classify things, we've put everything in the

720
00:41:05,960 --> 00:41:08,800
PaaS bucket, meaning it's more or less made it meaningless.

721
00:41:09,060 --> 00:41:11,420
So it's not the fault of any one thing.

722
00:41:11,420 --> 00:41:15,180
It's just probably because there's a lot of these platformy things out there, but I think

723
00:41:15,180 --> 00:41:19,740
that's where these sort of cloud enabled platforms or microservices platforms are things

724
00:41:19,740 --> 00:41:23,700
that focus more on what am I putting on it versus just platform as a service.

725
00:41:23,740 --> 00:41:27,540
Sheesh, Uber has a platform, you know, where the heck do I classify that?

726
00:41:27,820 --> 00:41:28,100
Right, right.

727
00:41:28,340 --> 00:41:33,120
So I think I like pinning it a little more to the workload, which is where things like

728
00:41:33,120 --> 00:41:35,700
cloud native or microservices have meaning, right?

729
00:41:35,720 --> 00:41:38,120
I can't overload that to my guidance for cloud native.

730
00:41:38,380 --> 00:41:41,720
We've also coalesced a little bit on microservices, even serverless.

731
00:41:42,300 --> 00:41:45,720
So hopefully we focus a little more on that instead of just PaaS.

732
00:41:45,860 --> 00:41:49,400
Instead, it's, it's, it's always, there've been platforms for, you know, at least my whole

733
00:41:49,400 --> 00:41:52,140
career, if not before and yours as well.

734
00:41:52,360 --> 00:41:55,440
I think now we're trying to be a little more specific on what type of platform it is.

735
00:41:55,820 --> 00:41:57,300
Yeah, no, I, I think that's fair.

736
00:41:57,340 --> 00:42:01,980
I mean, the other, the other, uh, constant annoyance for me and, and, uh, and some other

737
00:42:01,980 --> 00:42:06,260
people with it, with the Gartner categorization, it's usually only public PaaS or not.

738
00:42:06,260 --> 00:42:11,420
I think it's always public PaaS they do, which is, you know, given the amount of, uh, uh, I

739
00:42:11,420 --> 00:42:15,320
mean, to be a little biased ranting here, given the amount of private PaaS that we sell

740
00:42:15,320 --> 00:42:19,760
is just sort of a little, uh, you know, little shruggy as it were, but, uh, yeah.

741
00:42:19,760 --> 00:42:22,060
And the amount of public and private infrastructure, right?

742
00:42:22,060 --> 00:42:22,760
Yeah, yeah, yeah, exactly.

743
00:42:22,760 --> 00:42:26,380
It shows everyone's investing a ton in public and it's not stopping on private.

744
00:42:26,520 --> 00:42:30,000
So whether we think it's dumb or silly, private cloud shouldn't exist.

745
00:42:30,100 --> 00:42:32,560
None of that matters because that's what customers are buying.

746
00:42:32,680 --> 00:42:32,960
Exactly.

747
00:42:33,040 --> 00:42:35,520
And they're going to run private platforms on top of it.

748
00:42:35,900 --> 00:42:39,140
If the goal is to say, look, I don't care about the infrastructure.

749
00:42:39,140 --> 00:42:41,100
What is the point of running a private cloud?

750
00:42:41,100 --> 00:42:44,760
If you don't put a PaaS on it, you know, I would argue there's no point you should never

751
00:42:44,760 --> 00:42:45,780
install a private cloud.

752
00:42:45,780 --> 00:42:50,380
If you don't put a platform on top of it, because otherwise all I've done is build up

753
00:42:50,380 --> 00:42:51,380
an infrastructure stack.

754
00:42:51,860 --> 00:42:51,940
Yeah.

755
00:42:52,060 --> 00:42:52,280
Yeah.

756
00:42:52,360 --> 00:42:54,720
It's, it's as, as another bingo thing.

757
00:42:54,720 --> 00:42:58,560
Like I always think of that as the blinking cursor and I, and I would see people doing this

758
00:42:58,560 --> 00:43:03,200
with OpenStack a lot is they would, they would spend a year building a big IaaS and then

759
00:43:03,200 --> 00:43:06,680
there's a blinking cursor and it's just like, we hope now the real work begins.

760
00:43:06,680 --> 00:43:11,400
We need to actually do something with this and application centric platforms are where

761
00:43:11,400 --> 00:43:11,880
it's at.

762
00:43:12,160 --> 00:43:13,740
And it seems like the smart companies get that.

763
00:43:14,140 --> 00:43:14,280
Yeah.

764
00:43:14,420 --> 00:43:14,580
Yeah.

765
00:43:14,620 --> 00:43:14,740
No.

766
00:43:14,840 --> 00:43:18,640
And so I think, uh, I'm, I've always, I've always been, I don't know if it's one of those

767
00:43:18,640 --> 00:43:23,080
people, maybe the only person who like always wishes we would all just keep saying PaaS

768
00:43:23,080 --> 00:43:26,560
because I feel like it, it has meaning, but, but like, I don't know.

769
00:43:26,600 --> 00:43:30,860
I think, I think, uh, I think you and the continuing debate has kind of persuaded me that

770
00:43:30,860 --> 00:43:36,100
it's, it's, uh, it's not really that, that term has to at the very least be, uh, what's

771
00:43:36,100 --> 00:43:40,880
the word when you, uh, you, uh, send someone off to reform school, it's gotta be fixed up

772
00:43:40,880 --> 00:43:45,820
and, and, and the, the public perception of it has to be changed before we can, before

773
00:43:45,820 --> 00:43:50,440
you can use it in a way that doesn't require a bunch of footnotes afterwards, so to speak

774
00:43:50,440 --> 00:43:52,900
to explain what type of PaaS, where it does.

775
00:43:52,900 --> 00:43:55,500
And, you know, it's a, it's a word like democracy.

776
00:43:55,500 --> 00:43:57,340
It's like, well, what kind of democracy?

777
00:43:58,120 --> 00:44:00,160
I mean, maybe we're getting better in technology.

778
00:44:00,260 --> 00:44:04,400
It seems like people, you know, now DevOps is arguably watered down to nothing because now

779
00:44:04,400 --> 00:44:06,900
it just means people like each other and somehow that's DevOps.

780
00:44:07,080 --> 00:44:11,000
Like it's lost this whole spirit of like, no, you know, it's automation and it's continuous

781
00:44:11,000 --> 00:44:12,440
delivery and it's integration.

782
00:44:12,440 --> 00:44:13,740
And like, that's DevOps.

783
00:44:13,840 --> 00:44:16,480
Just the fact that you put people in a room together, you don't have DevOps.

784
00:44:16,640 --> 00:44:19,120
So cloud kind of got watered down a little bit.

785
00:44:19,180 --> 00:44:19,880
DevOps almost.

786
00:44:20,080 --> 00:44:23,380
I wonder if that's why there's such an argument over serverless right now, because they don't

787
00:44:23,380 --> 00:44:24,500
want to fall down that path.

788
00:44:24,620 --> 00:44:24,780
Yeah.

789
00:44:24,840 --> 00:44:28,980
And maybe we're getting better at it saying, let's define things that actually mean something

790
00:44:28,980 --> 00:44:33,680
upfront and not wait for every marketer to jump on it and quickly rebrand their site

791
00:44:33,680 --> 00:44:36,080
with whatever the cool word is, even if they don't do it.

792
00:44:36,260 --> 00:44:36,480
Yeah.

793
00:44:36,600 --> 00:44:38,360
No, I, I think, I think that's probably fair.

794
00:44:38,360 --> 00:44:41,260
Well, before we wrap up, I just saw some late breaking news.

795
00:44:41,360 --> 00:44:43,620
There's also the big Apple conference going on.

796
00:44:44,020 --> 00:44:48,740
I haven't confirmed this, but apparently they will let you delete the default Apple apps

797
00:44:48,740 --> 00:44:52,600
off your phone now, which is just like, wow, that's amazing.

798
00:44:52,940 --> 00:44:55,380
So, so much productivity will be had.

799
00:44:55,760 --> 00:44:56,200
I want to.

800
00:44:56,200 --> 00:44:59,680
That is, uh, yeah, no, that's, that's game changing for, I'm sure, plenty of people.

801
00:45:00,740 --> 00:45:02,460
So, so there you go.

802
00:45:02,560 --> 00:45:05,840
They eventually listened to people and, uh, take things off of there.

803
00:45:05,860 --> 00:45:09,540
I can finally get rid of that tips and stocks application, which I never use.

804
00:45:09,880 --> 00:45:10,320
Awesome.

805
00:45:10,540 --> 00:45:11,580
So good times.

806
00:45:11,680 --> 00:45:15,320
Well, as always, uh, this has been Pivotal conversations.

807
00:45:15,740 --> 00:45:18,380
You can find, uh, the show notes that we've referenced.

808
00:45:18,380 --> 00:45:24,060
If you go to pivotal.io slash podcast, it'll, uh, show you where you can find them.

809
00:45:24,060 --> 00:45:27,620
There's a, there's a little fun picture of us and everything there you can click on.

810
00:45:27,740 --> 00:45:31,140
And also, like I mentioned earlier, we're in sound cloud and iTunes.

811
00:45:31,140 --> 00:45:34,160
If you just search for Pivotal conversations, I'm sure you'll find it.

812
00:45:34,240 --> 00:45:39,660
And if you have any feedback, you can send it to podcast at pivotal.io, or you can write

813
00:45:39,660 --> 00:45:41,860
to me at Coté in Twitter.

814
00:45:41,860 --> 00:45:43,420
And what's, what's your handle there?

815
00:45:46,220 --> 00:45:47,360
At rsirotor.

816
00:45:47,500 --> 00:45:52,500
And, uh, with that, you know, it's, it's always nice now that we're in iTunes, if you go in

817
00:45:52,500 --> 00:45:56,860
there and, uh, give us a star or a rate or a view, but what's really nice is if, if you

818
00:45:56,860 --> 00:46:00,660
recommend it to someone that you think would find it valuable or just write a little note

819
00:46:00,660 --> 00:46:03,300
to us to say that, uh, Hey, I'm here.

820
00:46:03,540 --> 00:46:05,060
You should keep doing this.

821
00:46:05,240 --> 00:46:10,280
That always, uh, helps, helps stroke at least my ego about things and makes me feel better

822
00:46:10,280 --> 00:46:11,080
about myself.

823
00:46:11,420 --> 00:46:12,580
See everyone next time.
