Last week at AWS re:invent, the AWS team introduced a huge number of new products/services. A few of them are available now, but many are still in beta or won’t be available until 2015. Here are my notes from reviewing the services.
AWS continues to grow, but it does appear that the growth is slowing somewhat – always more difficult to continue high-percentage growth as overall revenues grow. They seem to have a trend of being up in Q1, down in Q2/Q3 and then up in Q4 (historically). Lots of longer-term, strategic announcements at this event, many of the new services building on top of (and combining) foundational services – EC2, S3, SNS, CloudWatch, CloudTrail. Somewhat surprised that they announced so many services that are not yet available or don’t have GA dates, although that tends to happen the more you engage with larger Enterprise customers that ask for features to solve complex use-cases. AWS seems to have no issues cannabalizing the successful segments of their ecosystem of technology partners to further the number of direct services they can offer to customers – Oracle, GitHub, Puppet/Chef, Jenkins, Cloud Foundry, Heroku, Dell, Rightscale, VMware, etc. No explicit prices were announced, but I suspect that we’ll see greater analysis of pricing for some of the new services as they become GA and overall cost/ROI will be slightly lower than building/managing all of those individually.
- 40% YoY revenue growth
- Several services only in limited availability (eg. alpha/beta) into 2015, with no specific GA dates announced
AWS growth (Ben Kepes – Forbes) – http://www.forbes.com/sites/benkepes/2014/07/29/just-how-big-is-amazons-cloud-business/
AWS growth (VentureBeat) – http://venturebeat.com/2014/07/24/aws-revenue-2q14/
Aurora – RDS – available in 2015 – [beta now]
- Next-gen MySQL RDS
- Stated as 4x performance of previous RDS
- Manages the sizing of underlying EC2 instances (eliminate EC2 instance confusion)
- Only available in VPC – targeted at the Enterprise
- Don’t provision storage ahead of time – allocated based on DB size (eliminate Storage Admin)
- Multi-AZ replication; Multiple Copies (eliminate Backup Admin)
- Need to check on pricing difference from existing MySQL RDS
- Write up from Ben Whaley (@AmTheWhaley; AWS Hero Award winner) on Aurora, KMS and Code
Code Management & Deployment (CodeDeploy, CodeCommit, CodePipeline) – [only CodeDeploy GA available now, others are TBD]
- Targeted at Automation Tools – Chef/Puppet/Ansible (CodeDeploy) – can also be used with those tools
- Requires an agent on each machine
- Focused on scalable deployments and the associated availability services (ELB, AZs, etc.)
- Blueprints (versioned “Deployments”) can be stored in S3, GitHub or CodeCommit
- Multiple deployment options (each machine, groups of machines, all-at-once) and customization options
- Targeted at GitHub (CodeCommit)
- Hosts Git repositories and interacts with existing Git tools.
- Targeted at Jenkins (CodePipeline)
- Graphical view of pipeline and deployment process
- Serial and Parallel actions
- Time-based and Manual actions
Key Management Service (KMS)
- User managed key service
- Integrated with S3, EBS, RedShift
- Integrated with CloudTrail to view logs of key usage, changes – for regulatory & compliance
- Supports AWS IAM for multi-user environments
- AWS KMS – Cryptographic Details
- Inventory Existing AWS Resources/Services
- Track Changes and Associations of Resources
- Pull Config data into 3rd party tools (Logging, Auditing, Compliance, Config-Mgmt, etc.)
- Stores triggers (and snapshots of triggers) in S3; uses SNS to distribute updates – additional costs for those services on top of Config charges – interesting that it isn’t bundled like resources in Aurora.
EC2 Container Service (ECS) – Container Management for AWS – [still in preview] Continued »
It has been said, “Beware of Geeks Bearing Gifts“, especially when those gifts come packaged as open-source software. It can easily be argued that the growth of the modern Internet and many of the largest players (Amazon, Google, Facebook, Twitter, etc.) have been build upon open-source technology. In some cases, open-source can be used as a competitive weapon (see: Android vs iOS). In other cases it reduces supply-chain costs for producing digital goods.
But just because it works for the consumer Internet, does that means it will work for the Enterprise and Mid-Market segments of business that leverage IT for productivity and profit? And does it have to, considering the parallel rise of public cloud computing resources, which are fiercely competing for those same IT budgets?
It’s a challenging business model, but some vendors have made open-source the core of their business – such as RedHat, Canonical, Docker, Puppet, Chef, and many of the OpenStack distributions. Others have open-source as an option, but target their sales primarily towards commercial endeavors – Pivotal, Cloudera, Hortonworks. And still others are beginning to more actively contribute to open-source projects – Cisco, HP, EMC, VMware, etc. To augment this, they are also adding programs to focus on developers and provide code and resources to augment various technologies.
The other side of this equation is the Enterprise and Mid-Marketing companies that may choose to use these open-source technologies. While the economics of open-source can seem attractive on the surface (FREE??), the realities are that open-source is different that commercial software – support, documentation, integrations – and it requires changes to existing skills and processes. They also need to track the projects if they aren’t buying directly from a vendor. Hence why so many open-source centric companies also have healthy consulting and training practices to support the software distributions. Continued »
The Paris OpenStack Summit completed this week (Day 1, Day 2, Day 3) and while there were many new vendor and project announcements,there was also an underlying buzz that left me wondering if OpenStack is reaching a crossroads.
That buzz was people questions how or if containers should fit into the framework. There was a project (Magnum) that was kicked off, but the buzz around Twitter and from the show if this overly complicates OpenStack, or if it creates too much overlap with other (existing) schedulers such as Google’s Kubernetes and Apache Mesos.
As we’re seeing on a day-to-day basis, the growth and interest around Docker (container management) is accelerating rapidly. Google added to that acceleration by announcing a number of new container-centric services for Google Cloud Platform (@googlecloud). Many are expecting AWS to follow-up with a Docker announcement next week at AWS re:Invent.
4 years in, and the AWS crowd still seems to be figuring out what problems they are focused on solving – AWS competitor, VMware competitor, Hosting Services competitor? Maybe it’ll be all of them, but there isn’t massive momentum in any of those areas yet. And now Docker is the cool new kid on the block. And Docker doesn’t seem to be confused about what areas it’s focused on – modern applications.
Modern applications were supposed to be the focus area of OpenStack. But there are still too many customers hoping that it will evolve to be “free VMware” – but struggle with the lack of “VMotion” and other so-called Enterprise features. OpenStack pundits don’t want to go down that path, because that’s just automated virtualization and not cloud computing. Continued »
It’s that time again, OpenStack Summit. The semi-annual gathering of the OpenStack masses to engineer the next set of projects (and “Kilo” release), and marketeers to tell us how OpenStack is real, has lots of Enterprise customers and will overtake the world soon…eventually…or already has.
And if we step back and look at how OpenStack has evolved over just the last four years, it’s been an “interesting” journey.
It started with Rackspace and NASA deciding to collaborate on Compute (Nova) and Storage (Swift) projects. And they would open-source the work. And while open-source projects we by no means new, the fast that this was called “OpenStack” threw lots of people into a tizzy – especially those that sold competitive non-open-source projects.
For at least the first 18 months of public OpenStack existence (there was “secret” stuff happening behind the scenes well before this went public), you couldn’t attend an event or meetup without having to hear the Rackspace/NASA history. And of course people tried to explain this new model, which used commodity hardware was best aligned to these magical applications that handled failures in a new way.
Over time, more programs were added, and opinions varied about how OpenStack would survive in the real world. Should it innovate or clone? Should it create a compatible ecosystem of commodity providers, or work to create unique business opportunities?
And of course there was the question of who should drive the ship. Will OpenStack be driven by a community (opinion, opinion), or should there be a benevolent dictator (eg. Linus Torvalds in LInux)? What occurred was the creation of the OpenStack Foundation, to mute some of the influence that Rackspace had over the programs and bring new levels of transparency and governance into the community. And then all the major vendors jumped on the bandwagon to be sponsors and attempt to influence the project in various ways.
And as 2014 comes to a close, the landscape is far different than it was just a couple years ago. The small companies are being acquired (MetaCoud/Cisco, Cloudscaling/EMC, Inktank/RedHat, eNovance/RedHat) by the large vendors. Some of the early evangelists (Joshua McKenty, Jessie Andrews, Randy Bias, etc.) now work at other companies or are out of the OpenStack ecosystem. And while VC’s are still investing in the space (see Infographic), the exits have mostly been sub-$100M.
Eucalyptus has been acquired by HP, to power their OpenStack strategy. Apache CloudStack still has a strong community, but recent changes at Citrix have led some to question it’s future. The talks of open-source cloud wars have most definitely died down as Microsoft Azure, Google Compute Platform and AWS continue to grow and add new functionality, without being powered by OpenStack. Cisco is pushing the OpenStack for SP’s agenda with their InterCloud strategy, and Mirantis seems to be behind many of the successful projects (in all markets).
People weren’t very happy when I asked if Paris would be the last major OpenStack Summit. While events in Vancouver and Tokyo have been planned for 2015, I still think it’s a valid question in the context of broad community involvement vs. vendor-specific efforts and activities. I believe there is still quite a bit of consolidations to happen in 2015.
OpenStack has come a long way since 2010. We no longer talk about the Rackspace/NASA history and the grandeur of disruptive movements. Now we talk about vendor strategies and if wide-scale deployments will happen. The market has changed and the largest players (both clouds and vendors) are placing heavy bets on the future. OpenStack will be part of those bets, but whether it’s a direct factor or indirect in deciding $$ winners and losers is still TBD.
About six months ago, we decided to switch the focus of The Cloudcast podcast from being about “cloud computing” to being more focused on DevOps, SaaS (the AWS ecosystem) and trends for developers. In particular, the focus on the SaaS ecosystem that enables services around AWS has been very interesting to watch evolve. They have broken up the mindset that Ops needs a “single-pane-of-glass” approach to tools. They allow customers to create the Ops models that works best for them, but creating tons of native API-based integrations with other services.
The consumption model of these SaaS applications is different than you’re used to in traditional IT environments. They charge based on usage, whether it’s in hours or in capacity of data analyzed, thus eliminating huge bills for management software that often become shelfware. And they allow the Ops environment to be flexible and “customized” because most integrate with a massive amount of other 3rd-party SaaS services via APIs (example)
Some companies such as Cloudability (podcast), New Relic, DataDog (podcast), Loggly (podcast), PagerDuty (podcast), Evident (podcast), StackStorm (podcast) and BigPanda (podcast) focus primarily on AWS environment. Other such as CloudPhysics, Platform9, BlueBox take a broader view of the clouds and applications they support. But in every case, they are collecting tons of information about customer usage and gaining insight and experience about building out massively scalable infrastructures. In other words, they are creating learning curves that are orders of magnitude faster than any individual IT/DevOps group could by themselves.
As a customer, being able to take advantage of that learning curve is incredibly powerful. It’s analogous to being able to hire rockstar engineers, except that it doesn’t matter where your business is based or what industry you’re in – since not everyone lives in Silicon Valley or wants to pay those rents/mortgages. You’re renting outstanding talent, and only paying for the software for as long as you want to use it. And when companies like Spanning (recently acquired by EMC) offer the ability to backup data from SaaS applications into your data center or another clouds, you begin to have data recovery or portability if a service goes out of business or you find another one you like better.
To me, the next step is figuring out how to gain insight and knowledge into those learning curves. As I’ve spoken with these SaaS vendors, the feedback has been mixed. Some host events and discussions with select customers to share insight. Others publish learnings to their blogs, or speak about their experience at meetups/events. Still others are taking a page out of AWS’ playbook and turning those customer trends and actions into new features or guidance to customers – such as what Cloudability does to help customers spend less or more intelligently.
As these SaaS services begin to offer links into more cloud environments (Azure, GCE, VMware, OpenStack, etc.). the possibilities to integrate them into your cloud environment will only expand in the near-term future. I believe they are worth exploring, especially if you have challenging areas that are complex to acquire talent, or your current management software isn’t giving you the insight that you need. You can only benefit from the learning curves of these SaaS providers.
At least a couple times a week, colleagues or people within the industry will ask for career advice. What should I do next? Should I work for this company? Where do you think the industry is going next? What’s the next cool technology to learn? I’ve written about this a couple times before. It’s never a one answer fits-all conversation. There are always critical factors to take into consideration – What’s the opportunity? What skills do you have today? What skills are you learning? Where do you live, and does this matter? What’s the next step going to be after this one?
Before I get into the discussion I’ve been having with myself lately, I thought I’d share a story from many years ago. I went to college to study finance and marketing. When I graduated, the jobs in technology were more interesting than cold-calling for stock brokers, so I threw away an education (or so I thought) and jumped into technology. That was scary. I didn’t know the 7-layer OSI model from the Maslow’s Hierarchy of Needs, but I studied like crazy and loved the pace of change and competition. After a couple years of doing sales and consulting, my boss came in my office on a Friday afternoon. He said that I had three choices:  move to Massachusetts for a corporate job (burr…cold!!),  be fired, or  as a long-shot, take a couple engineering classes and be a field engineer installing networking equipment. I had 15 minutes to decide. Sometimes life is funny and complicated. I chose option #3. That was scary. For the next 6 months I flew almost every day of every week, reading manuals on the flights and learning by fire about the technology. It was painful, but I learned how to learn. This was the greatest experience I’ve ever had and I’m grateful to have stumbled into it. It was 20 years ago and I had no planning that it was coming.
Fast forward 20 years and quite a lot have changed. I’ve been lucky to have been able to use that “ability to learn” to transition back and forth between technical, marketing and “other” jobs, across multiple technology companies. During that time, life changed and priorities changed. Learning became easier, but planning became more complicated. 20 years ago, technology transitions happened over 10-20 years. Mainframe to Mini to PC to Web. I now believe that similar transitions happen 2x as fast, taking 5-10 years. The economics and supply chains have been radically impacted by things like Open-Source Software (OSS) and Public Cloud Computing. [Tip: Download a copy of “The New Kingmakers” by Stephen O’Grady from Redmonk to get a better appreciation of that change.] Continued »
While it’s interesting to watch Oracle OpenWorld keynotes, it’s often more interesting to watch the commentary on Twitter from people that are directly or indirectly impacted by Oracle announcements. They have a (sort of) new CTO, a track record of acquisitions and unlimited amounts of cash for M&A, so it’s fun to consider who they might buy next.
Still, no word from Oracle on Docker during the keynotes. Even VMware, which could logically be fearful of containers replacing VMs (or not), mentioned Docker at VMworld. Docker is sort of important to infrastructure teams and sort of important to application teams, and Oracle cares about applications and sort of announced a Platform-as-a-Service (hint: WebLogic), but still no mention of Docker.
But what if CTO Larry Ellison decided that his last chapter was going to be filled with modern acquisitions in order to preserve his legacy and set up his company for the next decade or more? What if Oracle decided to buy Docker? Besides all the initial apocalyptic fury, it would create some very interesting questions and scenarios. Oracle does have a history of buying open-source technologies (directly or indirectly), such as Java (via Sun) and MySQL. Continued »
If you’re into DevOps, you’re probably already familiar with Docker, the container management technology that came from dotCloud – back when it used to be a PaaS company. If you’re more of a traditional IT person, you might have just recently heard of Docker if you follow VMware and saw them discuss it at the recent VMworld 2014 event in San Francisco. If you’re curious about the technology, here’s some places to get started:
NOTE: There is a difference between Docker (the company) and Docker (the technology). The company is a VC-backed entity that created the technology and is responsible for commercializing it in multiple ways. The technology is available via open-source, as well as through commercial offerings – both from Docker and other companies (see the list below). I know that’s a little bit confusing, but welcome to the open-source, open-core, new tech from the Cloud moving to the Enterprise world of modern IT.
Ready to dig in? Here’s some good starting places:
- Docker Weekly Newsletter – https://www.docker.com/subscribe_newsletter/
- CenturyLink Labs Newsletter – tons of good stuff related to Docker (independent) – http://panamax.io/# (see bottom for sign-up)
- Read the Code – as pointed out before, here’s the source code: https://github.com/docker/docker
- Not into Reading the Code – here’s a book by the Docker creators – http://www.dockerbook.com/
- Want to Experiment (online) – https://www.docker.com/tryit/
- Want to Install it (laptop) – Mac, Windows, Linux
- Try it Live: Several Cloud Providers now offer Docker, including Google Cloud Platform, Digital Ocean, Tutum and several others
- Tutorial on Docker 101 – http://slides.com/kennycoleman/introdocker#
- But what about Security? – http://www.slideshare.net/jpetazzo/linux-containers-lxc-docker-and-security
Hanging with the Community
Would rather learn from others? Here’s where to go:
- Find Docker-ized Files & Applications on Docker Hub – centralized repository for Docker images
- Go to DockerCon – it was in June, so plan for 2015
- Watch the Videos from DockerCon or recent meetups – https://www.youtube.com/user/dockerrun
- Attend a Docker Meetup (just about everywhere) – https://www.docker.com/community/meetups/
Using a PaaS Continued »
What a strange, weird and often times confusing week in San Francisco. As always, it’s great to be able to reconnect to such a broad community. But it definitely highlighted that our industry as at a crossroads in many dimensions.
Before the show there was a massive earthquake outside of San Francisco which destroyed a lot of good grapes (and some real estate in Napa). And we had a really interesting Twitter discussion about how geeks like to learn new stuff.
Heading into the week, the excitement level felt somewhat muted. Usually we know about the majority of planned announcements, but there’s always a level of anticipation about those few projects or announcements that have been well-kept secrets.
VMware – The Infrastructure Company
There is a part of the VMware Software-Defined Data Center (SDDC) story that leads to the conclusion that IT will evolve to deliver IT-as-a-Service, which has a bunch of benefits for driving cost-savings and agility for the business. But I’ve noticed an interest nuance in how they tell their story which has me a little bit confused. In order to get to that IT-as-a-Service state, the critical elements are around Standardized Application Services, delivered via a Self-Service Catalog, with automated deployments going on behind the scenes. It’s about the consumption model for end-users and the management model for IT. But in the current SDDC story, that stuff all comes last. It comes after they talk about turning Compute, Storage and Networking into software. Software-Defined Plumbing. This is how infrastructure companies talk – infrastructure, infrastructure, infrastructure – and then sprinkle in some security and management at the end.
Everybody knew about “Project Marvin”, now called EVO:Rail. For a show focused on Software-Defined Enterprise, it was a small set of hardware that seemed to steal the buzz from the show. They also previewed the concept of EVO:Rack, but didn’t provide any timelines, so I’m just going to assume that it’s at least 12 months out (if not more). The technology to seamlessly manage multi-rack scale is very complex and not immediately visible within the VMware portfolio today
Some people seemed to get hung-up on the terminology between Converged Infrastructure and Hyper-Converged. I think it might be simpler to call this new trend 2nd-generation Converged Infrastructure (1st-gen being products like VCE Vblock, and reference architectures like FlexPod and VSPEX) . At the end of the day, it’s still primarily technology that you could buy before, with some pre-built installation scripts. It’s slightly improved in terms of having an element manager that looks at the entire system, but the previous device-level tools are still available. And those tools aren’t cheap or simple, so there are still areas for improvement. Continued »
It dawned on me recently that I’ve been part of this crazy IT community for 20 years now. My first job was in sales for a small reseller. When they asked me if I knew the 7-layer OSI model, I confidently said “yes” and later realized that I had confused that with Maslow’s Hierarchy of Needs, which I learned about in some psychology course. Stack’s a stack, right? Since then I’ve had the opportunity to manage a consulting team, be a systems engineer, handle support calls, be a product manager, be a marketeer, work in corporate M&A, start a few small “companies” and a bunch of other fun stuff. I’ve been lucky that people and companies have let me bounce around and explore different interests.
And after 20 years, sometimes I feel like I’ve been doing this forever. People in our industry like to joke that an “Internet Year” is like 7 years in the real world, so I suppose it makes sense that I feel like I’ve been doing this forever. And then I look at how old my kids are, and my mortgage, and my driver’s license and realize that AARP doesn’t kick in for a while and “retirement” is at least ANOTHER 20 years away. Crap! Now what?
I’ve written before that I tend to have a bunch of conversations with colleagues that fall into the 35-45 yrs age-range. Even did a podcast about it. Everybody is watching the crazy pace of change in the IT industry and they are trying to figure out what to do next, what to learn next, where is the path forward.
I always try and stress two things to anyone that asks me for guidance/advice on those questions:
- Whatever you decide to do, make sure it’s something moving you towards next steps and bigger goals, as you have 10-15-25 more years left to work – unless you have a rich relative or are really awesome at winning the lottery.
- Expect that you’re probably going to need to gain the experience you need for that next role without anyone paying you to do it (eg. learning for “free”)
The other advice I’d probably give someone today is that we’re nearing the end of a long-run of how the IT industry has been modeled. The model of vendor > distribution > channel/SI > customer, now has serious competition from public Cloud Computing and various forms of Open-Source. OPEX is replacing CAPEX and Software is replacing Hardware. Knowing how to write code will be important no matter where you end up. There is going to be quite a bit of chaos over the next 5 years, and then some new equilibrium will most likely shake out. Go read Simon Wardley’s blog if you want some more guidance on a model for mapping out the future – just beware, he’s super smart and your head will probably hurt after reading a few articles. Continued »