Aaron and Brian discuss the 2022 Year in Review, highlighting the biggest trends, as well as making 2023 predictions.
SHOW: 679
CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw
SHOW SPONSORS:
SHOW NOTES:
THE BASICS:
- The show grew nearly 20% YoY (2nd year in a row), with our first 2M listen year.
- The Cloudcast named to Top 20 Kubernetes resources of 2022
- The Cloudcast hosts named to “Who’s Who of Cloud (2022)” list
- Thank you to all our sponsors throughout the year (Datadog, CloudZero, JumpCloud, Mergify, BMC, Teleport, NewRelic, StrongDM, Polyscale, LoadForge, NetApp, Revelo, Lightstep, Granulate, CDN77, Jetbrains, Eaton, Cloudfix)
THE BIG NEWS AREAS:
- Tech layoffs in 2HCY22
- VMware got acquired by Broadcom (will be part of CA+others)
- The US made a big investment in CHIPS
- NVIDIA’s acquisition of ARM fell through
- AWS - $60B>$85B (+28%), Azure - $35B>$50B (+42%), GCP - $15B>$27B (+38%)
- Microsoft is now 50/50 in Software and Cloud revenues
- AWS re:Invent is different under Adam Selipsky
- Between Texts and Images, AI seemed to make a big leap
- WebAssembly (WASM) is starting to make noise in new ways (PaaS 2.0?)
- Is Platform Engineering replacing DevOps and SRE?
- Docker 2.0 is making money
2023 PREDICTIONS:
Aaron’s Predictions:
- We’ll see a Twitter clone founded by folks that left
- Azure will become #1 public cloud (pulled from 2022 predictions)
- Docker will become a unicorn again and prove everyone wrong
- 2023 will be the year of the down rounds:
- Worldwide: 450 unicorn and 24 decacorn
- A unicorn will go under
- Apple will finally give everyone a peek at their EV car in development, just to mess with Elon a bit.
Brian’s Predictions:
- We’ll start seeing some of the 2020-2022 unicorns acquired as sub-unicorn prices
- Serverless makes a comeback as a cheaper computer alternative
- FinOps conferences become a must-attend event
- GCP makes a huge hail-mary acquisition
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