All in Emerging Tech

VMWorld 2019: A Quick Interview With Liqid

So I have talked in the past about the rise of disaggregation and compassable infrastructure, and a lot of that was on display at VMWorld. I first ran into Liqid at the Open Compute Platform summit a few years back. They drew a lot of attention for showing how you could provision hardware assets as easily as you could provision VMs. Because it is all REST based, you could add physical hardware provisioning into your DevOps process. Basically, all of the components are joined together over a PCIe fabric to allow the dynamic provisioning of components.

VMWorld Part 1

My last stop in SanFrancisco was for VMWorld 2019, and let me tell you it was quite a show. Last year my perspective was that it was a show in decline, and that VMWare was trying to stay relevant in a world that is increasingly being dominated by Cloud.

Clearly VMWare’s CEO Pat Gelsinger was on top of it, because they made some impressive and bold moves over the last year or so.

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.”

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