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Contents
9 A Brief History of Cloud Computing
56 Questions?
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CLOUD WARS
A Brief History of
Cloud Computing
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The rapid expansion of internetworking
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CSNET connects to ARPANET in 1981
Source: Brian Reid; Global aggregate news flow on May 13th, 1993 12
Compaq uses the term ‘cloud’ first in 1996
Source: https://s3.amazonaws.com/files.technologyreview.com/p/pub/legacy/compaq_cst_1996_0.pdf 13
GOOGLE RECOGNIZES THE POTENTIAL OF THE CLOUD
Eric Schmidt
Former CEO of Google
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AWS had already established its cloud platform
Andy Jassy
founds AWS
with team of
57
AWS
2003 introduces
Simple Queue
Service (SQS)
AWS
re-launches 2004
with delivery
of S3 and EC2
“Amazon S3 is based on the idea that quality Internet-based storage should be taken for
granted. It helps free developers from worrying about where they are going to store
data, whether it will be safe and secure, if it will be available when they need it, the
costs associated with server maintenance, or whether they have enough storage
available. Amazon S3 enables developers to focus on innovating with data, rather than
figuring out how to store it.” – March 2006
Andy Jassy
CEO of AWS
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CLOUD WARS
The Emergence
of Cloud Wars
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Microsoft and Google follow Amazon’s lead
> >
2006 2010 2013
2006 2008 2010 2010 2013 2014
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CLOUD WARS
The Dominance of
Amazon Web Services
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The virtuous cycle of cloud computing
Lower prices
attract more
customers
Source: https://cloudblogs.microsoft.com/ 20
AWS offers ~140 services across 19 categories
Source: https://aws.amazon.com/products/ 21
AWS maintains a third of cloud market share
13% Azure
AWS 33%
GCP
6% 48% Others
$79.1
$38.9
$26.5
$17.5
“There won’t be just one successful player. There won’t be 30 because scale really
matters here in regards to cost structure, as well as the breadth of services, but there
are going to be multiple successful players, and who those are I think is still to be
written. But I would expect several of the older guard players to have businesses here as
they have large installed enterprise customer bases and a large sales force and things of
that sort.”
Andy Jassy
CEO of AWS
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CLOUD WARS
25
Hybrid-cloud remains a priority for businesses
Old IT New IT Reality Implementation Workload Placement
Source: https://cloudblogs.microsoft.com/ 26
VMs are often less expensive on Azure
Type Virtual CPUs Memory AWS Azure GCP
Source: https://www.parkmycloud.com/cloud-pricing-comparison/ 27
PRICING SIMPLICITY WITH AZURE
“In Azure, we bill all virtual machines (VMs) running Linux and Windows on a per-minute basis,
rounded down to the nearest minute. We only charge for the full minutes you use. This saves
you money and simplifies your bill.
In addition, Azure led the industry with a new service called Azure Container Instances (ACIs) that
realizes the true value of a per-second billing model. ACI offers containers that start in seconds
and are billed per-second without any infrastructure management.” – October 2017
Arpan Shah
General Manager at Azure
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Azure has data centers in more regions globally
Current Regions
Upcoming Regions
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4
3
19 44 17
AWS Azure GCP
Source: Respective Cloud Websites 29
Azure breaks ground in South Africa and UAE
Source: https://azure.microsoft.com/en-us/global-infrastructure/regions/ 30
CLOUD WARS
31
GCP known for its content delivery network
Source: https://cloud.google.com/about/locations/ 32
Google continues to invest in subsea cables
Source: https://www.blog.google/products/google-cloud/expanding-our-global-infrastructure-new-regions-and-subsea-cables/ 33
migrates from to
34
Google backs more open source projects
Source: https://opensource.google.com/projects/ 35
GCP bets on machine learning at the edge
Edge TPU
Source: https://cloud.google.com/edge-tpu/ 36
GCP ranks higher in customer satisfaction
4.5
4.4
4.1
Diane Greene
CEO of Google Cloud
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CLOUD WARS
The Rise of
Multi-Cloud Strategies
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SNAP FINDS SUCCESS WITH ITS MULTI-CLOUD STRATEGY
“We’ve been able to moderate user cost growth through the successful
execution of our multi-cloud strategy. Specifically, hosting costs per user
dropped from $0.72 a year ago to $0.70 in the quarter.
That’s great progress in a year when our sales have more than doubled and
engagement metrics have grown substantially.” – February 2018
Drew Vallero
Former CFO of Snap
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Multi-cloud discussed more on earnings calls
Quarterly mentions of ‘multi-cloud’ or ‘multi cloud’ on earnings calls, Q4 2013 – Q2 2018 / Represents the quarter in which the earnings call took place 41
Containers facilitate multi-cloud adoption
Containers offer
developers and system
admins the ability to
segment applications into
microservices.
Containers are
lightweight, which makes
them less resource
intensive and portable
across cloud platforms.
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GCP offers open source containerization tools
> >
July 2015 May 2017 July 2018
Kubernetes v1.0 Istio v0.1 Knative
Kubernetes manages containerized Istio is an open-source framework for Knative is an open source software
applications across multiple hosts, connecting, managing, and securing layer that helps developers and
providing basic mechanisms for microservices across heterogeneous system admins deliver serverless
deployment, maintenance, and clouds, platforms, and vendors. functions to developers on any
scaling of applications. cloud.
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GCP ACKNOWLEDGES MULTI-CLOUD ADOPTION
Urs Hölzle
SVP at Google Cloud
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The private market multi-cloud ecosystem
Funding Valuation
Docker is a provider of
containerization products and
services.
Developers and system admins
use Docker to build, ship, and run
distributed applications on-prem
or in the cloud.
Backed by:
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DOCKER CONTAINERS ARE PORTABLE ACROSS CLOUDS
[Docker] delivers on the promise of the cloud by offering customers the portability
benefits of containerized applications and the portable management of those
containerized applications across all infrastructure.” – June 2018
Scott Johnston
CPO of Docker
47
Docker is the most used container tool today
49%
35%
27%
13%
Shifting
Power Dynamics
49
Amazon creates a conflict of interest for AWS
Microsoft and Walmart team up to
take on Amazon
July 17th, 2018
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Azure and GCP acquire more cloud companies
25
3 2018 Acquisitions
5
20
4 2017 Acquisitions
3
15 1
6 2016 Acquisitions
1 6
10
5 4 2015 Acquisitions
6
5 2
6 2014 Acquisitions
3
3
0 1 1 2013 Acquisitions
AWS Azure GCP
Quarterly mentions of ‘multi-cloud’ or ‘multi cloud’ on earnings calls, Q4 2013 – Q2 2018 / Represents the quarter in which the earnings call took place 51
CLOUD WARS
Funding Valuation
Acquired by:
52
Azure applies for more cloud patents than AWS
Amazon
Microsoft
Google
Total patent applications including “cloud” by application date, 2013 – 2018 YTD (7/20/2018) 53
Azure and GCP growth is ~2X that of AWS
98%
85%
45%
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