On Friday, March 31st, Cloudera filed its S-1 with intention to IPO. The timing looks good considering the recent successful IPOs of Alteryx, Mulesoft, and Snap. But how does Cloudera actually match up with other tech companies in terms of being successful in the short and medium term?
Cloudera’s S-1 filing starts by describing the near-term growth potential of the Internet of Things and IDC’s estimate of 30 billion internet-connected mobile devices in 2020. Every analyst and consulting firm has some idea of whether this is going to be 20 billion, 30 billion, or 40 billion, but the most important aspects of this growth are that:
I’ve been asked a lot over the past couple of weeks what I’m planning to do over the rest of my career. (Apparently, nobody expects you to retire at 40…) I believe that Amalgam Insights is going to provide a base to pursue what is going to happen next in the world of technology. But to explain what that means, first, I need to take a step back.
I’ve spent most of the past 20 years of my life considering how the future of applied technology will change the way that we evaluate our environments, conduct work, and better understand the world that we live in. In the mid-90s, when both personal computing and the Internet were coming into ascendancy, I was fortunate to have multiple experiences introducing me to the combined power of these technologies:
Continue reading “The Battle for Context – Hello World!”