Brian Sommer and I have recorded 12 episodes in this series - see index here Last few weeks, we have had several guests - Rob Kugel of Ventana, Josh Greenbaum of EA Consulting, Bonnie Tinder of Raven Intel, Frank Scavo of Avasant, Dennis Howlett of Diginomica, Cindy Jutras of Mint Jutras, Dave Hofferberth of SPI Research, Holger Mueller of Constellation Research, Tamas Hevizi of Automation Anywhere, Bob Ferrari of Supply Chain Matters, Sabrina Horn of Horn Strategy and Sandra Lo of Zoho
This has been the year of the cloud - unbelievable scaling of ecommerce, wfh etc - so nice that I can wrap up the year with an episode with Bob Evans who authors the Cloud Wars site. As you can see, both of us are basking in the sun - helps the mood at the end of this crazy year.
We cover a lot of ground - how the hyperscalers have picked up momentum as companies look at lifting and shifting on-premise, legacy apps to their clouds. Google, Oracle, Microsoft and AWS in particular get a fair amount of time during the session.
We discuss the increasing focus of both the infrastructure and application vendors on the platform layer and the likely turf wars there.
We cover recent public offerings from Snowflake, C3, Palantir and momentum of vertical players like Teladoc, Shopify, nCino and what that means for the incumbent players.
Bob also talks about every company in every vertical becoming more of a software company and what that means to the industry as a whole. The SaaS, IaaS etc definitions of the last few years look increasingly dated.
More episodes to come in the New Year!
