In May 2019, Amalgam Insights attended Knowledge 2019, ServiceNow’s annual end-user conference. Since ServiceNow’s founding in 2004, the company has evolved from its roots as an IT asset and service management company to a company that supports digital workflow across IT, HR, service, and finance with the goal of making work better for every employee. In attending this show, Amalgam Insights was especially interested in seeing how ServiceNow was evolving its message to reflect what Amalgam Insights refers to as “Market Evolvers,” companies that have gained market dominance in their original market and taken advantage of modern mobile, cloud, and AI technology to expand into other markets. (Examples of Market Evolvers include, but are not excluded to, Salesforce, ServiceNow, Workday, Informatica, and Tangoe.) Continue reading “Knowledge 2019 and ServiceNow’s Vision for Transforming the World of Work”
This past week at Red Hat Summit 2019 (May 7 – 9 2019) has been exhausting. It’s not an overstatement to say that they run analysts ragged at their events, but that’s not why the conference made me tired. It was the sheer energy of the show, the kind of energy that keeps you running with no sleep for three days straight. That energy came from two sources – excitement and fear.
Two announcements, in particular, generated joy amongst the devoted Red Hat fans. The first was the announcement of Red Hat Enterprise Linux version 8, better known as RHEL8. RHEL is the granddaddy of all major Linux distributions for the data center. RHEL8, however, doesn’t seem all that old. As well as all the typical enhancements to the kernel and other parts of the distro, Red Hat has added two killer features to RHEL.
The first, the web console, is a real winner. It provides a secure browser-based system to manage all the features of Linux that one typically needs a command line on the server to perform. Now, using Telnet or SSH to log in to a remote box and do a few adjustments is no big deal when you have a small number of machines, physical or virtual, in a data center. When there are thousands of machines to care for, this is too cumbersome. With web console plus Red Hat Satellite, the same type of system maintenance is much more efficient. It even has a terminal built in if the command line is the only option. I predict that the web console will be an especially useful asset to new sysadmins who have yet to learn the intricacies of the Linux command line (or just don’t want to).
The new image builder is also going to be a big help for DevOps teams. Image builder uses a point and click interface to build images of software stacks, based on RHEL of course, that can be instantiated over and over. Creating consistent environments for developers and testing is a major pain for DevOps teams. The ability to quickly and easily create and deploy images will take away a major impediment to smooth DevOps pipelines.
The second announcement that gained a lot of attention was the impending GA of OpenShift 4 represents a major change in the Red Hat container platform. It incorporates all the container automation goodness that Red Hat acquired from CoreOS, especially the operator framework. Operators are key to automating container clusters, something that is desperately needed for large scale production clusters. While Kubernetes has added a lot of features to help with some automation tasks, such as autoscaling, that’s not nearly enough for managing clusters at hyperscale or across hybrid clouds. Operators are a step in that direction, especially as Red Hat makes it easier to use Operators.
Speaking of OpenShift, Satya Nadella, CEO of Microsoft appeared on the mainstage to help announce Azure Red Hat OpenShift. This would have been considered a mortal sin at pre-Nadella Microsoft and highlights the acceptance of Linux and open source at the Windows farm. Azure Red Hat OpenShift is an implementation of OpenShift as a native Azure service. This matters a lot to those serious about multi-cloud deployments. Software that is not a native service for a cloud service provider do not have the integrations for billing, management, and especially set up that native services do. That makes them second class citizens in the cloud ecosystem. Azure Red Hat OpenShift elevates the platform to first-class status in the Azure environment.
Now for the fear. Although Red Hat went to considerable lengths to address the “blue elephant in the room”, to the point of bringing Ginny Rometty, IBM CEO on stage, the unease around the acquisition by IBM was palpable amongst Red Hat customers. Many that I spoke to were clearly afraid that IBM would ruin Red Hat. Rometty, of course, insisted that was not the case, going so far as to say that she “didn’t spend $34B on Red Hat to destroy them.”
That was cold comfort to Red Hat partners and customers who have seen tech mergers start with the best intentions and end in disaster. Many attendees I spoke drew parallels with the Oracle acquisition of Sun. Sun was, in fact, the Red Hat of its time – innovative, nimble, and with fierce loyalists amongst the technical staff. While products created by Sun still exist today, especially Java and MySQL, the essence of Sun was ruined in the acquisition. That is a giant cloud hanging over the IBM-Red Hat deal. For all the advantages that this deal brings to both companies and the open source community, the potential for a train wreck exists and that is a source of angst in the Red Hat and open source world.
In 2019, Red Hat is looking good and may have a great future. Or it is on the brink of disaster. The path they will take now depends on IBM. If IBM leaves them alone, it may turn out to be an amazing deal and the capstone of Rometty and Jim Whitehurst’s careers. If IBM allows internal bureaucracy and politics to change the current plan for Red Hat, it will be Sun version 2. Otherwise, it is expected that Red Hat will continue to make open source enterprise-friendly and drive open source communities. That would be very nice indeed.
For the past few years, one of the big questions in the software industry has been what direction Docker would take. Much of their unique intellectual property, such as Docker images, had been open sourced and many of their products have underperformed. Docker Swarm is an excellent example of a product that was too little too late. While loved by Docker customers I spoke with, Docker Swarm simply couldn’t surf the swell that is the
We are in the midst of one of the most packed tech event weeks in recent memory. This week alone, Amalgam Insights is tracking *six* different events:
- ServiceNow’s Knowledge 19 in Las Vegas (Twitter: @Know365, Hashtag: #know19)
- Red Hat Summit in Boston (Twitter: @RedHatSummit Hashtag: #rhsummit)
- SAP SAPPHIRE in Orlando (Twitter: @sapphirenow, Hashtag: #SapphireNow)
- Microsoft Build in Seattle (Twitter: @msdev, Hashtag: #MSBuild)
- Google I/O in Mountain View, CA (Twitter: @googledevs, Hashtag: #io19)
- IBM Watson Health Advantage 19 in Orlando (Twitter: @IBMWatsonHealth, Hashtag #Advantage19)
This means a lot of announcements this week that will be directly comparable. For instance, Google, Microsoft, Red Hat, SAP, and ServiceNow should all have a variety of meaty DevOps and platform access announcements. Google, Microsoft, SAP, and possibly IBM and ServiceNow should have interesting new AI announcements. ServiceNow and Red Hat will both undoubtedly be working to one-up each other when it comes to revolutionizing IT. We’ll be providing some insights and give you an idea of what to look forward to.
I woke up last Tuesday (March 12, 2019) to find an interesting announcement in my inbox. NGINX, the software networking company, well known for its NGINX web server/load balancer, was being acquired by f5. f5 is best known for its network appliances which implement network security, load balancing, etc. in data centers. The deal was…
In case there was any doubt about the direction containers and Kubernetes are going, KubeCon+CloudNativeCon 2018 in Seattle should have dispelled them. The path is clear – technology is maturing and keeps adding more features that make it conducive to mission-critical, enterprise applications. From the very first day, the talk was about service meshes and network functions, logging and traceability, and storage and serverless compute. These are couplets that define the next generation of management, visibility, and core capabilities of a modern distributed application. On top of that is emerging security projects such as SPIFFE & SPIRE, TUF, Falco, and Notary. Management, visibility, growth in core functionality, and security. All of these are critical to making container platforms enterprise ready.
“The future of containers and Kubernetes as the base of the new stack was on display at KubeCon+CloudNativeCon and it’s a bright one.
Tom Petrocelli, Research Fellow, Amalgam Insights”
If the scope of KubeCon+CloudNativeCon and the Cloud Native Computing Foundation (CNCF) is any indication, the ecosystem is also growing. This year there were 8000 people at the conference – a sellout. The CNCF has grown to 300+ vendor members there are 46,000 contributors to its projects. That’s a lot of growth compared to just a few years ago. This many people don’t flock to sinking projects.
On December 10th, 2018, Tom Petrocelli published the Market Guide for Serverless Computing entitled “Serverless Computing Provides New Solutions to Modern Problems” in conjunction with KubeCon + CloudNativeCon North America 2018.
This report was written in response to massive market confusion regarding the current definition of serverless computing and the categories of options that software, platform, and infrastructure architects can use to initiate serverless computing projects.
“Serverless can best be thought of as any computer system that abstracts the infrastructure for the developer, employs an event-driven model, and only consumes resources when needed.”
Tom Petrocelli, Research Fellow, Amalgam Insights
In this report, Petrocelli provides a definition of serverless computing, provides five key use cases for serverless computing, explores the economics of serverless computing, and provides 14 representative enterprise-grade solutions across open source projects, cloud services, and on-premises commercial products.
Amalgam Insights’ Market Guides provide an unbiased, third-party perspective for explaining new technology and service capabilities based on our decades of expert experience, briefings with leading technology vendors, and discussions with Early Adopter organizations.
To download the report, which will be available at no cost throughout the duration of KubeCon + CloudNativeCon North America 2018, please download at the following link: https://amalgaminsights.com/product/market-guide-serverless-computing-provides-new-solutions-to-modern-problems
Estimated Reading Time: 11 minutes
Internally, Amalgam Insights has been discussing why IBM chose to acquire Red Hat for $34 billion dollars fairly intensely. Our key questions included:
- Why would IBM purchase Red Hat when they’re already partners?
- Why purchase Red Hat when the code is Open Source?
- Why did IBM offer a whopping $34 billion, $20 billion more than IBM currently has on hand?
As a starting point, we posit that IBM’s biggest challenge is not an inability to understand its business challenges, but a fundamental consulting mindset that starts with the top on down. By this, we mean that IBM is great at identifying and finding solutions on a project-specific basis. For instance, SoftLayer, Weather Company, Bluewolf, and Promontory Financial are all relatively recent acquisitions that made sense and were mostly applauded at the time. But even as IBM makes smart investments, IBM has either forgotten or not learned the modern rules for how to launch, develop, and maintain software businesses. At a time when software is eating everything, this is a fundamental problem that IBM needs to solve.
The real question for IBM is whether IBM can manage itself as a modern software company.
Research Fellow Tom Petrocelli recently recorded an on-demand BrightTALK webinar on Infrastructure as Code (IaC): a key trend for any company seeking to manage infrastructure at scale.
Petrocelli has previously covered this topic in additional research including
- Managing IT Complexity through Infrastructure as Code
- Infrastructure as Code Provides Advantages for Proactive Compliance and
- Petrocelli’s comprehensive Market Guide of key IaC trends and vendors
This webinar is a short introduction designed for IT professionals who are exploring Infrastructure as Code especially focusing on SysOps, managers (from mid-level to C-Suite), and system architects. As modern IT systems become more diverse and complex, managing them, especially at scale can become very difficult. Infrastructure as Code presents a new way of thinking about infrastructure management that alleviates many of these challenges.
This webinar discusses:
Kubernetes has, in the span of a few short years, become the de facto orchestration software for containers. As few as two years ago there were more than a half-dozen orchestration tools vying for the top spot and now there is only Kubernetes. Even the Linux Foundation’s other orchestrator project, CloudFoundry Diego, is starting to give way to Kubernetes. Part of the success of Kubernetes can be attributed to the support of Google. Kubernetes emerged out of Google and they have continued to bolster the project even as it fell under the auspices of the Linux Foundation’s CNCF.
On August 29, 2018, Google announced that it is giving $9M in Google Cloud Platform (GCP) credit to the CNCF Kubernetes project. This is being hailed by both Google and the CNCF as an announcement of major support. $9M is a lot of money, even if it is credits. However, let’s unpack this announcement a bit more and see what it really means.