Structure Conference 2014 San Francisco. "When it comes to the cloud, many wonder: How is usage and adoption changing globally and across industries? Which vendors are ascendant and who is struggling to break through? How fast are the leaders in IaaS, PaaS and SaaS growing?" This opinionated talk set out my observations of the state of cloud in 2014 and some predictions for the future that I will hopefully revisit at Structure in 2015. Watch the video here: http://new.livestream.com/gigaom/structure2014/videos/54338152

1. Cloud Trends
Adrian Cockcroft @adrianco
Technology Fellow - Battery Ventures
Structure, San Francisco
June 2014

2. Cloud Adoption
%*&!”
By Simon Wardley http://enterpriseitadoption.com/

3. Cloud Adoption
%*&!”
By Simon Wardley http://enterpriseitadoption.com/
2009

4. Cloud Adoption
%*&!”
By Simon Wardley http://enterpriseitadoption.com/
2009

5. Cloud Adoption
@adrianco’s
new job at the
intersection
of cloud and
Enterprise IT
%*&!”
By Simon Wardley http://enterpriseitadoption.com/
20142009

6. 1
Public
IaaS
2
Cloud
Technologies
3
Enterprise
SaaS

7. Enterprise IaaS Concerns
Staying Power
Support
Scale
Location
1

8. Safe Bets

9. Safe Bets

10. The Global Land-Grab

11. The Global Land-Grab

12. The Global Land-Grab

13. The Global Land-Grab
Azure
AWS
GCE
15 Regions
10 Regions
3 Regions

14. The Global Land-Grab
Azure
AWS
GCE
15 Regions
10 Regions
3 Regions
?
?
?
?
?
http://www.google.com/about/datacenters/inside/locations/index.html

15. The Global Land-Grab
Azure
AWS
GCE
15 Regions
10 Regions
3 Regions
?
?
?
?
?
?
http://www.google.com/about/datacenters/inside/locations/index.html

16. Questions we keep
hearing about cloud
Are startups
adopting Google
Compute Engine?

17. Questions we keep
hearing about cloud
Are startups
adopting Google
Compute Engine?

18. Everything vs. Snapchat
148 Customers with funding of $8B 24 Customers with funding of $780M
AWS listed 426 case studies at http://aws.amazon.com/solutions/case-studies/all/ and Quid found 148 GCE listed 56 case studies at https://cloud.google.com/customers/ and Quid found 24

19. Everything vs. Snapchat
148 Customers with funding of $8B 24 Customers with funding of $780M
AWS listed 426 case studies at http://aws.amazon.com/solutions/case-studies/all/ and Quid found 148 GCE listed 56 case studies at https://cloud.google.com/customers/ and Quid found 24

20. Questions we keep
hearing about cloud
What’s going on at
Digital Ocean?

21. Winning at Developer Adoption

22. Winning at Developer Adoption
Structure 2013 10,000
Structure 2014 200,000

23. Cloud Technologies
Agility
Functionality
Cost savings
2

24. Questions we keep
hearing about cloud
Who will win the
PaaS battle?

25. Docker All The Things…
Container
Communications
Orchestration
Policy

26. Questions we keep
hearing about cloud
Will OpenStack
replace VMware?

27. Hybrid Cloud Wars
Stability
Functionality
Total Cost of
Ownership

28. Vendors will co-opt
and fragment
OpenStack

29. Vendors will co-opt
and fragment
OpenStack

30. Vendors will co-opt
and fragment
OpenStack

31. Vendors will co-opt
and fragment
OpenStack

32. Vendors will co-opt
and fragment
OpenStack

33. Vendors will co-opt
and fragment
OpenStack

34. Vendors will co-opt
and fragment
OpenStack

35. Vendors will co-opt
and fragment
OpenStack

36. Vendors will co-opt
and fragment
OpenStack

37. Vendors will co-opt
and fragment
OpenStack

38. Vendors will co-opt
and fragment
OpenStack

39. SaaS3
Everything
Enterprise
Everywhere

40. Questions we keep
hearing about cloud

41. Where is the fastest
growth in SaaS?
Questions we keep
hearing about cloud

42. Top SaaS Investment Areas
$0.0$
$0.5$
$1.0$
$1.5$
$2.0$
$2.5$
$3.0$
$3.5$
$4.0$
$4.5$
1$ 2$ 3$ 4$ 1$ 2$ 3$ 4$ 1$
2012$ 2013$ 2014$
Billions'
IT$Service$Management$
Communica;on$Systems$
Risk$&$Vulnerability$Management$
Sustainability$&$Energy$Management$
Content$Management$
Digital$Adver;sing$
Social$&$Collabora;on$
Applica;on$Performance$&$Lifecycle$Mangement$
Business$Intelligence$
Authen;ca;on$
ecommerce$Solu;ons$
Sales$&$Marke;ng$
Malware$&$Mobile$Security$
Logis;cs$
File$Sharing$
Talent$Management$
Analy;cs$PlaPorms$
Many thanks to Kartik Sundar of
quid.com for advice and support

43. Top SaaS Investment Areas
$0.0$
$0.5$
$1.0$
$1.5$
$2.0$
$2.5$
$3.0$
$3.5$
$4.0$
$4.5$
1$ 2$ 3$ 4$ 1$ 2$ 3$ 4$ 1$
2012$ 2013$ 2014$
Billions'
IT$Service$Management$
Communica;on$Systems$
Risk$&$Vulnerability$Management$
Sustainability$&$Energy$Management$
Content$Management$
Digital$Adver;sing$
Social$&$Collabora;on$
Applica;on$Performance$&$Lifecycle$Mangement$
Business$Intelligence$
Authen;ca;on$
ecommerce$Solu;ons$
Sales$&$Marke;ng$
Malware$&$Mobile$Security$
Logis;cs$
File$Sharing$
Talent$Management$
Analy;cs$PlaPorms$
Many thanks to Kartik Sundar of
quid.com for advice and support

44. Top SaaS Investment Areas
$0.0$
$0.5$
$1.0$
$1.5$
$2.0$
$2.5$
$3.0$
$3.5$
$4.0$
$4.5$
1$ 2$ 3$ 4$ 1$ 2$ 3$ 4$ 1$
2012$ 2013$ 2014$
Billions'
IT$Service$Management$
Communica;on$Systems$
Risk$&$Vulnerability$Management$
Sustainability$&$Energy$Management$
Content$Management$
Digital$Adver;sing$
Social$&$Collabora;on$
Applica;on$Performance$&$Lifecycle$Mangement$
Business$Intelligence$
Authen;ca;on$
ecommerce$Solu;ons$
Sales$&$Marke;ng$
Malware$&$Mobile$Security$
Logis;cs$
File$Sharing$
Talent$Management$
Analy;cs$PlaPorms$
Many thanks to Kartik Sundar of
quid.com for advice and support

45. This is the year that
Enterprises finally
embraced cloud.

46. Forward Thinking

47. Forward Thinking

48. Forward Thinking

49. Forward Thinking
http://eugenedvorkin.com/seven-micro-services-architecture-advantages/

50. See you next year
Adrian Cockcroft @adrianco
Technology Fellow - Battery Ventures
Structure, San Francisco
June 2014