Wednesday, April 26, 2023

Combining Kubernetes Community and Careers

Steve Buchanan (@buchatech, Principal PM @Azure,  Author @Pluralsight) talks about his journey in Kubernetes community, building a personal brand through education and sharing, content creation and maintaining a healthy work life balance

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Topic 1 - Today we are going to be talking about careers and Kubernetes. Steve, welcome to the show! You have a super fascinating career journey, can you give everyone a quick introduction?

Topic 2 - I heard you over on the Kubernetes Unpacked podcast. First off, it’s hard to keep up with everything you are doing in the community these days. What is your current focus and passion? Have you reached 20 courses on Pluralsight yet?!

Topic 3 - How do you balance the day job (Program Manager for AKS) and the nights and weekends (PluralSight courses, blogging, podcasts, etc.)? Besides learning and sharing, what benefits are you seeing with this approach?

Topic 4 - I believe your journey parallels our journey here. We started the podcast to learn and give back to the community. Prior to the podcast, blogging was the big thing (we are completely aging ourselves I know) but I think it is safe to say blogging isn’t a primary source today. How would you recommend folks new to the industry get started sharing their journey? Where is the most “bang for your buck” these days?   

Topic 5 - Let’s talk about Kubernetes and specifically AKS, what are customers finding new and interesting? What are the leading solutions and integrations you see combined with AKS? How do you create a “stack” in AKS (GitHub Actions, Azure Container Registry, etc.)

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Sunday, April 23, 2023

Reviewing KubeConEU 2023

KubeConEU 2023 in Amsterdam had over 10,000 attendees. What were the highlights and new trends happening in the CNCF ecosystem? 

SHOW: 713

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SHOW NOTES:

10,000 ATTENDEES, 58% OF THEM ARE NEW TO CNCF

  • Thank you to the CNCF for the Media pass to the event.
  • 10,000 people in attendance. Lots of energy. 
  • Showers in Europe - why?  

THERE’S SOMETHING FOR (MOSTLY EVERYBODY). EVERYBODY WILL HAVE A DIFFERENT VIEWPOINT ON THE SHOW.

  • Kubernetes is mainstream for this audience. Now they are dealing with next-gen challenges beyond Kubernetes.
  • Lots of Observability usage (and vendors)
  • Lots of cloud cost-management (vendors), and talk that cloud providers would start pushing that message in 2023.
  • Service mesh drew a lot of interest. Between Ambient Mesh, Ciliium Mesh and Linkerd
  • Large European customers seem to be slightly behind the rest of the world in terms of adoption, but they were eager to engage at this point in time. 
  • Data sovereignty (local countries) is a big concern in Europe, so it w
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Wednesday, April 19, 2023

Fax to the Future

Shawn Freligh (SVP/GM, Content Lifecycle Automation @UplandSoftware) talks about cloud delivery, AI and Security in managing document workflows and fax integrations.  

SHOW: 712

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Topic 1 - Welcome to the show Shawn. Tell us a little bit about your background

Topic 2 - How does technology like fax maintain a foothold in the market? How has fax technology evolved, in other words “survived?

Topic 3 - AI is a big topic in today’s market. Can fax benefit from current trends in AI?

Topic 4 - Security is of course top of mind for everyone – how do you view the security around fax?

Topic 5 - What markets are still reliant on fax technology and why?

Topic 6 - How do fax and digital transformation come together?

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Sunday, April 16, 2023

How Incumbents Thrive and Survive

How much of an impact has Digital Transformation really had on major markets? How often do unicorns disrupt incumbents? Let’s dig into the data over the last 30 years. 

SHOW: 711

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CHANGE COMES SLOW AT FIRST, AND THEN ALL OF A SUDDEN (or does it?)

  • Since 1995, 40% have stayed, 50% have merged/sold, 7-8% dropped out, and 50% of existing move up into F500.
  • The Blockbuster, Nokia and Kodak stories are outliers. 

THE USER EXPERIENCE HAS CHANGED, BUT THE COMPANIES BEHIND IT HAVEN’T AS MUCH

  • Disruption is about more than just newer/better technology
  • Existing brand relationships, trust, physical locations, supply-chains, partner-networks all play a key role for incumbents
  • Everyone is investing in digital transformation, for various reasons - user experience, data analysis, cost cutting, etc.
  • Four paths as an incumbent - [1] Fight back, [2] Double down, [3] Retrench, [4] Move away

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Wednesday, April 12, 2023

SBOM and Software Supply Chain

Rob Szumski (@robszumski, Founder/CEO @Edgebitio) talks about the evolution of software supply chains, SBOMs, and managing software dependencies in the age of cloud-native apps.

SHOW: 710

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Topic 1 - Welcome to the show Rob. Tell us a little bit about your background and what led you to start Edgebit.

Topic 2 - SBOM (Software Bill of Materials) has become a big topic, especially around the cloud-native community. Software and security have been around a long time, why the uptick in discussions around SBOM now? 

Topic 3 - Let’s walk through the day-in-the-life of a typical team these days. Where are there holes in their current toolset and how are things potentially improving? 

Topic 4 - Tell us about Edgebit. Where does Edgebit play a role in the Software Supply Chain? 

Topic 5 - Edgebit take a broad view of a company’s software landscape, but a narrow view of action. Less of a boil the ocean approach. How do you find this approach is appreciated by developers vs. security teams? 

Topic 6 - What are some of the ways you expect to see the SBOM and Software Supply Chain over the next year? 

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Sunday, April 9, 2023

A Framework for Making Sense of AI Chaos

AI is either having its 15 minutes of fame, or completely reshaping every aspect of technology (and maybe every aspect of life), right now. How is everyone comprehending this shift? 

SHOW: 709

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NEW TECHNOLOGY TRENDS USUALLY COME OUT OF DOWNTURNS

  • SaaS came out of the Internet bubble burst
  • Cloud came out of the Housing bubble burst
  • AI isn’t new, but usable AI is coming out of COVID

HOW TO MAKE SENSE OF NEW +  CHAOS + UNCERTAINTY

  • There’s lots of ways to dive in - learn the basics, build some intro applications, etc.
  • Follow the money, and find the frauds
  • Figure out the ecosystem and how to be involved
  • Figure out what might be sustainable vs. just being a wrapper
  • Don’t get overwhelmed by everything at once. Pick something that interests you, or applies to your job (or a side hustle)

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Wednesday, April 5, 2023

The Evolution of SaaS Business Models

Jamin Ball (@jaminball, Partner @ Altimeter Capital, author Clouded Judgement) talks about SaaS business models, common SaaS terminology in judging financials, models for multiples, the impact of interest rates, vision vs. product

SHOW: 708

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Topic 1 - Welcome to our guest co-host, Brandon Whichard. Jamin, can you give everyone a quick introduction?

Topic 2 - We’ve been huge fans of the Clouded Judgment Substack since inception in 2020. We regularly reference it during our weekly cloud news and recommend it as required reading for anyone interested in the business side of SaaS. What motivated you to start the substack?

Topic 3 - Can you start with SaaS financial terminology. We hear terms like ARR, customer churn, NTM, EV, LTM, etc. For those new to this, what terms matter the most and why? What picture are you trying to construct about the business from these financial values?

Topic 4 -  One of the sections of your newsletter is “multiples”, can you explain what multiples are and why you use Revenue Multiple as a valuation framework? What are the strengths and weaknesses of this framework? What other frameworks could be used?

Topic 5 - Everyone is talking about the rise of interest rates, how do interest rates affect multiples and valuation? Why should we care about this? Why should employees at SaaS companies know about this? SaaS business models were on an up and to the right trend for a number of years but we’ve recently seen some ups and downs. What are your thoughts on the current and future state of SaaS as an industry sector?

Topic 6 - The newsletter is very focused on financial metrics, how do you as an investor balance these metrics vs. product vision? How much revenue does a company need for this to become value? What metrics should an early startup focus on?

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