Episode 72: “Oh! Scurvy! Again.”
Summary: <p><img src="https://giphy.com/gifs/3b1JW7LxfsAKs" alt="Too old"></p> <p>It's all fundings, divestitures, and acquisitions this week. Hashicorp gets some cash, HPE sells off it's software group to Micro Focus, and Google buys Apigee...plus Twitter acquisition rumors. Plus sentient carpets.</p> <p>Listen above, <a href="http://feeds.feedburner.com/SoftwareDefinedTalk" rel="nofollow">subscribe to the feed</a> (or <a href="https://itunes.apple.com/us/podcast/software-defined-talk-podcast/id893738521?mt=2" rel="nofollow">iTunes</a>), or <a href="https://aphid.fireside.fm/d/1437767933/9b74150b-3553-49dc-8332-f89bbbba9f92/7b7bb7d7-4596-4d97-8d14-b1d09feada3d.mp3" rel="nofollow">download the MP3 directly</a>.</p> <p>With <a href="https://twitter.com/bwhichard" rel="nofollow">Brandon Whichard</a>, <a href="https://twitter.com/mattray" rel="nofollow">Matt Ray</a>, and <a href="https://twitter.com/cote" rel="nofollow">Coté</a>.</p> <h1>Show Notes</h1> <h2>Twitter going to sell:</h2> <ul> <li><a href="https://www.thestreet.com/story/13692580/1/twitter-is-finally-starting-to-wake-up-to-reality-and-consider-selling-itself.html" rel="nofollow">The rumors</a></li> <li>“I still think Alphabet makes for the most logical acquirer of Twitter”</li> <li>Dark Horse: Apple.</li> <li>Really Dark Horse: IBM.</li> </ul> <h2>This Week in Tech PE: HPE Spins off Software</h2> <ul> <li><a href="https://techcrunch.com/2016/09/07/hewlett-packard-enterprise-to-spin-off-software-assets-in-8-8b-transaction/" rel="nofollow">They got divested</a></li> <li>“HPE will be retaining tools that support the company’s cloud and infrastructure businesses but will be spinning off tools for application delivery management, big data, enterprise security, information management, governance and IT operations management.”</li> <li>From what I know of HPE, this seems to be overlapping. I’d love a list of “stays vs. goes”</li> <li>Q3 2017, and you thought Dell/EMC was slow</li> <li>Where does this leave HP? Will they acquire more SW or stay a “systems” company.</li> <li>It makes you realize how “small” their SW group was.</li> <li> <a href="https://cote.io/2016/09/07/hpe-software-sold-for-88bn-to-micro-focus/" rel="nofollow">Coté’s notebook on this topic</a>.</li> <li>Also, <a href="https://cote.io/2016/09/12/thoma-bravo-getting-20-45-returns-on-taking-tech-companies-private/" rel="nofollow">Thoma Bravo says it gets, like, 20-45% returns on assets it takes private</a>.</li> </ul> <h2>Mid-roll</h2> <ul> <li>Check out <a href="https://cote.io/promos/" rel="nofollow">cote.io/promos</a> for more - free books, free cloud time, etc.</li> <li> <a href="https://cote.io/pivotal/" rel="nofollow">Lead-gen free webinar</a> with an actual, real customer talking about cloud and Pivotal Cloud Foundry. An analyst and Coté too.</li> <li>Check out <a href="http://www.theregister.co.uk/2016/09/13/return_on_investment_for_devops/" rel="nofollow">my Sep. column over on The Register, about ROI and shit for DevOps</a>. I’m really desperate to answer this “question.” Put on some high-waders and check out the comments, leave some to go spice it up in that asylum.</li> <li>For more DevOps awesomeness, join the Chef Community Summit, October 26th and 27th in Seattle, WA. This Open Space event provides a great opportunity to connect with the DevOps Community and Chef Engineers over two days of engaging sessions and hallway discussions. Bring your ideas, passion and excitement for Chef and DevOps to this highly interactive event.</li> <li>Go to <a href="https://summit.chef.io/" rel="nofollow">summit.chef.io</a> to register for this awesome event and use the code PODCAST to get 10% off your ticket! </li> </ul> <h2>Google buying Apigee. The whole API Economy thing.</h2> <ul> <li><a href="http://apigee.com/about/apigee-join-google" rel="nofollow">They got bought!</a></li> <li><a href="http://www.recode.net/2016/9/8/12851164/google-diane-greene-enterprise-apigee-acquisition" rel="nofollow">More</a></li> <li>Hear us talk about it on Pivotal Conversations: <a href="https://soundcloud.com/pivotalconversations/033-gigantic-strangler-and-crazy-infrastructure-working-on-legacy-code-with-rohit-kelapure" rel="nofollow">the gigantic strangler pattern</a>! MASHUPS FTW!</li> </ul> <h2>Hashicorp Gets $24 million B-round</h2> <ul> <li><a href="http://finance.yahoo.com/news/devops-leader-hashicorp-announces-24-163500016.html" rel="nofollow">Vault Enterprise, Nomad Enterprise, Terraform Enterprise, Consul Enterprise</a></li> <li>Coté: what’s the deal with these folks? Are they a competitor to all us?</li> </ul> <h2>Blogging is dead</h2> <ul> <li>Coté gets better views/reads <a href="https://twitter.com/cote/status/775857081479856128" rel="nofollow">in Medium</a> than on <a href="https://twitter.com/cote/status/775857543591530497" rel="nofollow">his broke-dick blog</a>. (Maybe about 80-100 RSS subscribers.)</li> <li>This makes him sad and confused about what he should do.</li> </ul> <h1>BONUS LINKS! Not covered in show</h1> <h2>A16Z Not Best of the Best?</h2> <ul> <li><a href="http://www.inc.com/zoe-henry/marc-andreessen-vc-firm-may-trail-behind-competitors.html" rel="nofollow">Clickbait</a></li> <li>“Thought(sp?) it may fall short of some rivals, the company outperforms the average fund: Overall, its three funds have almost doubled their investment capital since inception.”</li> </ul> <h2>What’s Cisco Up To?</h2> <ul> <li><a href="http://venturebeat.com/2016/09/01/ciscos-buy-up-of-containerx-reveals-a-larger-game-plan/" rel="nofollow">Our favorite Halo Effect company</a></li> <li>What’s up with “software defined networking”? I was talking with someone recently and they posited that it’s</li> <li>“dead-as-in-over-cause-all-the-big-cos-won.” Plus NSX does a lot (<a href="https://cote.io/2016/09/12/vmwares-portfolio-mix/" rel="nofollow">1,700 customers</a>), right?</li> </ul> <h2>Short History of Open Source Forks</h2> <ul> <li><a href="http://thenewstack.io/may-fork-short-history-open-source-forks/" rel="nofollow">Lots of examples of successful open source forks</a></li> <li>“Oracle doesn’t seem to have a very good reputation with open source communities.”</li> <li>OS X <- NeXT <- <a href="https://en.wikipedia.org/wiki/OS_X#History" rel="nofollow">“select parts of BSD”</a> </li> </ul> <h2>Thoughts on Nano Windows Server 2016</h2> <ul> <li><a href="https://www.petri.com/nano-server-debate-yes-no" rel="nofollow">Is this the future of Windows (no Windows)?</a></li> </ul> <h2>Moving from Docker to Rocket</h2> <ul> <li><a href="https://medium.com/@adriaandejonge/moving-from-docker-to-rkt-310dc9aec938#.k1vhi6skt" rel="nofollow">Bumps in the road but rkt is staying “smaller” per last week’s conversation.</a></li> </ul> <h1>Picks</h1> <ul> <li>Brandon: <a href="http://www.hbo.com/the-night-of" rel="nofollow">The Night Of</a>.</li> <li>Coté: <a href="http://amzn.to/2cwx6EC" rel="nofollow">Complete Works of HP Lovecraft</a>. Checks out. Also see <a href="http://www.tor.com/series/the-lovecraft-reread/" rel="nofollow">the series of commentary from the two authors over on tor.com</a>.</li> <li>Matt: <a href="https://www.youtube.com/watch?v=BHkhIjG0DKc" rel="nofollow">Silent music videos: Dancing In The Streets</a> (And, <a href="https://www.youtube.com/watch?v=9G4jnaznUoQ" rel="nofollow">the original</a>). <a href="http://amzn.to/2d3LSSy" rel="nofollow"><em>The Terror</em></a>. <a href="https://www.theguardian.com/world/2016/sep/12/hms-terror-wreck-found-arctic-nearly-170-years-northwest-passage-attempt" rel="nofollow">They found the boat</a>.</li> </ul>
