Apronomics: December, 2022

Apronomics, is a play on the word ‘macroeconomics’ which seeks to provide a general perspective in three specific domains. Cloud, Digital Transformation, and Web3. This is monthly and sometimes twice a month TL;DR “too long; didn’t read” digital glance that serves as a quick consumption style for those looking for hot topics in Cloud, Digital Transformation, and Web3.

CLOUD

  • AWS: Secured a $723,878,930 five-year fixed-prices agreement with the Department of Navy (DoN). This agreement provides DoN access to AWS’s Commercial Cloud environment, AWS Profession Services, and AWS training and certifications courses (Link)
  • AWS: AWS re:Invent 2022 delivered to a different audience. With possible recession fear looming, AWS aimed their success stories and use cases at the C-suit hoping the executives would invest their traditional computing dollars in AWS. Operations could be exponentially cheaper however, AWS needs to tell the customer how to do it not just talk about it (Link)
  • Oracle: “triple-digit” bookings growth in IaaS and will invest $2.4 Billion quarterly to meet future growth. Oracle had acquired Cerner to focus on the healthcare sector which helped contribute to their growth alongside their Fusion Cloud and NetSuite businesses (Link)

DIGITAL TRANSFORMATION

  • HPE: Hewlett Packard Enterprise express interest to buy Nutanix. Nutanix offers customers a software-defined hyper-converged infrastructure (HCI) which competes with the HPE solution, SimpliVity (Link)
  • PAN: Palo Alto Networks recently announced its intent to acquire Cider Security for $195M. Cider’s App Sec Platform “InCider” secures a customer’s code from source to deployment offering risk identity and vulnerability across a company’s code, IAC, and supply-chain. PAN may be looking to expand Ciders offering as part of Prisma Cloud (Link)
  • Cisco: Cisco announces three security enchantments for AWS Security LakeAWS Verified Access and AWS Control Tower

WEB3

  • Fleek: A Web3 developer platform has raised $25 Million in Series A funding. Funds will allow Fleek to focus on building out edge networks, bringing content closer to the user via their decentralized content delivery network (CDN) (Link)
  • Yuga Labs: A blockchain technology company responsible for the Board Ape Yacht Club and Otherside will appoint Activision Blizzard President and COO Daniel Alegre as new CEO beginning the first half of 2023 (Link)
  • Solidity and Clarity: As the demand for Web3 picks up developers are shifting their development stack to include new languages like Solidity and Clarity. Both are used to bring smart contracts and decentralized applications (dApps) to blockchain. Solidity is used for Ethereum while Clarity is used for Bitcoin (Link)

Mike

Apronomics: November, 2022

Apronomics, is a play on the word ‘macroeconomics’ which seeks to provide a general perspective in three specific domains. Cloud, Digital Transformation, and Web3. This is monthly and sometimes twice a month ‘Digital Glance’ (DG) which provides a practical yet quick consumption style for those looking for hot topics in Cloud, Digital Transformation, and Web3.

CLOUD

  • Gartner: Magic Quadrant for Cloud Infrastructure and Platform Services (Link)
  • AWS: AWS re:Invent – November 28 – December 2, 2022 (Link)
    • Emerald sponsors: Accenture, Cisco, Datadog, Deloitte, Intel, MongoDB, TrendMicro, VMware
  • Microsoft: Announced its ISV Success Program for Microsoft Partners which offers software providers the ability to sell their software via the Commercial Marketplace (Link)
    • “In 2021, marketplace transactions grew an estimated 70% to $4 billion, which is 3x faster growth than the public cloud at large”
    • Customers can purchase software solutions and retire every dollar against their cloud consumption commitment

DIGITAL TRANSFORMATION

  • Cisco: Plans to provide networking, cyber security, and general IT training to 25 million people over the next 10 years (Link)
  • Dynatrace: Announced its observability “Data Lakehouse”, (Grail) at Dynatrace Innovate
    • Grail is a causational (cause and effect relationship) data lakehouse with a massively parallel processing (MPP) analytics engine, leveraging Dynatrace Query Language (DQL) a new query language (Link)
  • Cato: Cato Network Reaches $100M ARR in just Five years (Link)
    • “Cato provides the world’s most robust single-vendor SASE platform”
    • Cato has become the fastest growing Enterprise Network Security Startup
  • VMware: Takes advantage of ‘cloud adjacency infrastructure’ by partnering with Equinix offering VMware Cloud on Equinix Metal, a new offer that will enable enterprises to use VMware’s software environment as a cloud service on Equinix’s bare-metal cloud (Link)

WEB3

  • Google: Announced its Cloud’s Blockchain Node Engine; a fully managed node-hosting service helping scale Web3 development. Google announced that is working with Solana ($SOL) to launch dedicated Solana nodes in the cloud as early as next year (Link)
  • FTX: Impure business practices lead to the collapse of the second-largest crypto exchange underscoring the importance of truly decentralized systems

Mike

Apronomics: October, 2022

Apronomics, is a play on the word ‘macroeconomics’ which seeks to provide a general perspective in three specific domains. Cloud, Digital Transformation, and Web3. This is monthly and sometimes twice a month ‘Digital Glance’ (DG) which provides a practical yet quick consumption style for those looking for hot topics in Cloud, Digital Transformation, and Web3.

CLOUD

  • Google: Hacking Google Series (Video)
  • Google: Google cloud and Coinbase Launch New Strategic Partnership to drive Web3 Select customers, starting with those in the Web3 ecosystem, to pay for its cloud services via select cryptocurrencies (Link)
  • Google: Google closes $5.8B Mandiant acquisition (Link)
  • Microsoft: Microsoft Ignite – October 12-14, 2022 (Link)
  • Microsoft: Cisco and Microsoft together deliver outcomes to customers. Cisco was a big focus at Microsoft Ignite this year. Microsoft Teams will have the ability to run Teams natively on certain Cisco collaboration devices and will be manageable in the Microsoft Teams Admin Center (Link)
  • Zesty: secured $75M Series B funding. Zesty aims to reduce cloud costs while ensuring app performance (Link)

DIGITAL TRANSFORMATION

  • Flexera: 2022 – State of the tech spend had some interesting and not-so-surprising data points. (Link)
    • Significant reduction in Customer data centers in the next 24 months – 24% of respondents
    • Top 3 Vendor spent by Organization – Microsoft, AWS, Oracle
    • Managed Service Provider use in top three categories – Cybersecurity, Big Data, Cloud Operations
  • Zscaler: Acquires ShiftRight. With this acquisition, Zscaler hopes to address alert fatigue for SecOps professionals and be able to give customers the ability to investigate their paid SIEM service “log streaming” (Link)
  • Nile: A startup company led by Cisco’s former development chief Pankaj Patel and co-founded by John Chambers initial offer is a network-as-a-service (NaaS) solution and is hosted on AWS (Link)

WEB3

  • Chainlink: SmartCon 2022 (Sept. 28-29) connects Web2 and Web3 industry leaders and an expansive ecosystem to explore Web3 innovation
    • Chainlink Co-Founder Sergey Nazarov kicked off the flagship SmartCon 2022 conference with a keynote, “Building a Web3 World Powered by Cryptographic Truth. Learn more – Chainlink Fundamentals

Mike