Show: 378

Description: Aaron and Brian review the biggest news, trends and topics of 2018.

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Show Notes:

Big Trends:

Gartner IaaS MQ is down to 6 companies (AWS, Azure, GCP, Alibaba, IBM, Oracle)
AWS growing +40% ($25B revenues) and Azure revenues ~ $28-30B (but not explicitly broken out) - AWS claimed at re:Invent to have 51% market-share.
Big acquisitions around Open Source (Red Hat, GitHub, Hortonworks)
A new push by Open Source companies (Redis, Confluent) to change their licensing model to help protect them from public cloud providers taking their software and not giving back - http://dtrace.org/blogs/bmc/2018/12/14/open-source-confronts-its-midlife-crisis/
Big funding and investments around HCI and Backup HCI
Kubernetes continues to dominate containers and cloud-native (see: @PodCTL podcast)
New CEO at Google Cloud (Thomas Kurian)
Blockchain seems to need a new PR agency
Interest rates are rising (2 more raises are projected in 2019), which changes all the VC models

Tech Stocks (2018):

S and P 500: (-12.2%), DJIA: (-12%), NASDAQ: (-8%)
AAPL: (-12%), AMZN: (+14%), CSCO: (+5%), FB: (-29%), GOOG: (-7.5%), IBM: (-30%)
MSFT: (+11%), NFLX: (+25%), NTAP: (-1%), NTNX: (+1%), ORCL: (-11%), RHT: +43% (acquired by IBM)
PVTL (0%), SAP: (-8.5%), SFDC: (+18%), VMW: (+13%)
How are SaaS priced after 2018 correction? - https://tomtunguz.com/just-where-are-saas-companies-priced-after-the-2018-correction/

2018 Year in Review 51:25 Share

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