All in Cloud

Emerging Tech and the Asian Markets

To quote statistician, Hans Rosling from his 2018 New York Times Best Seller:

“If the UN forecasts for Population growth are correct, and if incomes in Asia and Africa keep growing as now, then the center of gravity of the world market will shift over the next 20 years from the Atlantic to the Indian Ocean. Today, the people living in rich countries around the North Atlantic, who represent 11 percent of the world population, make up 60 percent of the Level 4 consumer market. Already by 2027, if incomes keep growing worldwide as they are doing now, then that figure will have shrunk to 50 percent. By 2040, 60 percent of Level 4 consumers will live outside the West.”

Generation Cloud

There is an old show I loved called Kung Fu, starring David Carradine. In it he plays a Shaolin monk named Caine. He flees China a wanted man to wander America’ old west, and along the way puts the hurt on bad guys picking on the weak.

In one of the flashbacks to his childhood, he sees a somewhat disheveled man collecting shards of broken pottery. He turns to his blind master and asks, “Is he a confused one?” To which his master replies, “Not to understand a man’s purpose does not make HIM confused.”

Valley Visionaries Trip Part 2

Many of the VC offices are built around a fabulous old tree. This one is from the courtyard of Lightspeed Venture Partners. We visited with Lightspeed Venture Partners, Greylock, Sutter Hill, Sequoia, and IVP.

In this episode, I focus on some of the portfolio companies I met with.

Companies discussed in this video are:
Blameless - blameless.com
Epsagon - epsagon.com
Fiddler - fiddler.ai

Valley Visionaries trip Part 1

Several times a year, we take CIOs, CTOs, and other key decision makers of large enterprise companies to Silicon Valley to meet with Venture capital firms and Leadership of emerging tech companies, to get a good look at what is happening in the emerging technology space. These trip provide tremendous insight into what is happening in the market and provides a good overview of the trends that are driving investments.

2019 Nutanix .NEXT Conference

Nutanix held its annual .NEXT conference this year at the Anaheim Convention Center. Word was that about 7,000 people were in attendance. There is a lot happening in the Hyperconverged Infrastructure space now as the large legacy vendors look to make a place in this market. The growth of HPE, Dell, and Cisco in this space have legitimized the HCI market and brought new interest to the products.