What’s Going on in the Cloud? Brandon Watson Director, Azure Services Platform [email_address]   www.manyniches.com twitte...
Today’s Topics <ul><li>Who am I? </li></ul><ul><li>Re-tread at Microsoft </li></ul><ul><li>Ex-private equity guy </li></ul...
First, Some Definitions There’s a lot of aaS’s out there <ul><li>Infrastructure as a Service (IaaS) </li></ul><ul><li>The ...
Cloud Computing Platforms <ul><li>My themes for today </li></ul><ul><li>Functionality </li></ul><ul><li>How much can you d...
The Trouble With Big <ul><li>Large scale deployments generally get one of these two reactions </li></ul>Cloud to the rescue!
 
Amazon Web Services Service Types Infrastructure | Payments <ul><li>Elastic Compute </li></ul><ul><li>On-demand, resizable...
Datacenters Are Spendy <ul><li>Best to share that risk if possible </li></ul>Source: AMZN 10Qs & 10Ks
5 Theoretical Whys of AMZN <ul><li>Why is our CapEx so high? </li></ul><ul><ul><li>Because we have to buy a lot of servers...
Amazon Web Services <ul><li>Hosting++ is more expensive than you think </li></ul><ul><li>My last company as an example </l...
 
Google App Engine Service Types Infrastructure <ul><li>Compute </li></ul><ul><li>Highly scalable and built on top of GOOG ...
5 Theoretical Whys of GOOG <ul><li>Why are we making money? </li></ul><ul><ul><li>Because we sell advertisements against p...
Google App Engine <ul><li>My First Web App </li></ul><ul><li>My last company as an example </li></ul><ul><li>Could not hav...
 
Azure Services Platform Build Apps & Services Using What You Know
Azure Services Platform Service Types Infrastructure | Connectivity | Security <ul><li>Elastic Compute </li></ul><ul><li>O...
Azure Services Platform <ul><li>Breadth and depth to deliver solutions </li></ul><ul><li>My last company as an example </l...
Ideal Cloud Scenario <ul><li>Deploying on the cloud should feel like this… </li></ul>
Whitespace <ul><li>What’s interesting, and what’s missing </li></ul><ul><li>Essential Services </li></ul><ul><li>Very hard...
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Cloud Providers Public 030909 V2

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Presentation given to VCs on the state of cloud computing at the level of the major platform providers.

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  • Girish makes a good point. To get started with AWS, you simply click a link and it takes your AMZN credentials. So there could be a lot of tire kickers. What AMZN isn't showing is number of instances, though the have stated publicly that the amount of traffic on their web services exceeds the traffic they are putting into their own system. That's impressive, though if I were being cynical, I would think that was for a low traffic month (i.e. Feb), and not for an entire year (which has the holiday rush of Nov and Dec.).

    Microsoft is a developer platform company with millions of developers, and may billions of dollars in revenue created by those developers building on our platform. We're greatful to have them, and bringing the right ones over to Azure is a top prirority.
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  • The 500K # for AWS is total developer accounts created...don't think that everyone is developing an app. AWS has a head start....but if Azure is the right platform - many from the existing(several million?) MSFT developer community will be on-board.
    Girish
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  • Thanks for the comment. I was more speaking to AMZN as a company and as a developer ecosystem provider.

    As to your question about middle tier apps, if you think about what the cloud is supposed to be (or rather, could be in our wildest dreams), the middle layer is actually abstracted away and handled by the system. Re: Oracle, I would love for them to port their app to the Azure ecosystem. If you happen to have a line to Larry, let me know. :) The more database options in the cloud, the better, for all parties.
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  • We are going to talk about a new technology. Many will fundamentally re-think what computing means for their organization. A technology that is, for the first time, democratizing IT by making it plentiful, standardized, and always available.
  • Cloud Providers Public 030909 V2

    1. 1. What’s Going on in the Cloud? Brandon Watson Director, Azure Services Platform [email_address] www.manyniches.com twitter.com/brandonwatson
    2. 2. Today’s Topics <ul><li>Who am I? </li></ul><ul><li>Re-tread at Microsoft </li></ul><ul><li>Ex-private equity guy </li></ul><ul><li>Entrepreneur on loan to MSFT after my last exit – “wifestyle” reasons </li></ul><ul><li>My last company ( IMSafer ) was an exit for cash </li></ul><ul><li>Why cloud? </li></ul><ul><li>Continuing trend of simplifying app creation & service delivery </li></ul><ul><li>Further reducing friction in creating new opportunities for business </li></ul><ul><li>Concentration of IT dollars </li></ul><ul><li>Who are we talking about today? </li></ul><ul><li>Amazon Web Services, Google App Engine, Microsoft Azure </li></ul><ul><li>Not VMWare, Salesforce.com or multitude of startups </li></ul><ul><li>Future directions? </li></ul><ul><li>Investment whitespace and needs </li></ul>
    3. 3. First, Some Definitions There’s a lot of aaS’s out there <ul><li>Infrastructure as a Service (IaaS) </li></ul><ul><li>The ability to manage and launch virtual machines on hardware that you do not own </li></ul><ul><li>Platform as a Service (PaaS) </li></ul><ul><li>A more abstracted view of the development platform, where all facilities required to support app life-cycle are available via network </li></ul><ul><li>Software as a Service (SaaS) </li></ul><ul><li>The delivery of an experience to a customer, on demand, generally using the web as a delivery mechanism </li></ul><ul><li>Software Plus Services (S+S) </li></ul><ul><li>Using the best of software and services to deliver the right experience to customers at the right time on the end point of their choosing </li></ul><ul><li>Brandon as a Service (BaaS) </li></ul><ul><li>Rare Seattle fish, known for bloviating and biting </li></ul>
    4. 4. Cloud Computing Platforms <ul><li>My themes for today </li></ul><ul><li>Functionality </li></ul><ul><li>How much can you do with what you have? </li></ul><ul><li>Familiarity </li></ul><ul><li>Do you instinctively know how to use it? </li></ul><ul><li>Scalability </li></ul><ul><li>How easy is it to handle more inputs and workloads? </li></ul>
    5. 5. The Trouble With Big <ul><li>Large scale deployments generally get one of these two reactions </li></ul>Cloud to the rescue!
    6. 7. Amazon Web Services Service Types Infrastructure | Payments <ul><li>Elastic Compute </li></ul><ul><li>On-demand, resizable compute </li></ul><ul><li>Elasticity is not automated </li></ul><ul><li>Supports Linux & Windows server </li></ul><ul><li>Very easy to get started, and use </li></ul><ul><li>Simple DB </li></ul><ul><li>Core DB functions (index and query) </li></ul><ul><li>Schema-less DB, much like BigTable </li></ul><ul><li>Limited primitive types </li></ul><ul><li>Optimized for CRUD operations </li></ul><ul><li>S3 Storage </li></ul><ul><li>Simple web services for storing arbitrary amounts and types of data </li></ul><ul><li>Data store is unlimited (objects to 5GB) </li></ul><ul><li>It’s about availability over consistency </li></ul><ul><li>Dev Pay </li></ul><ul><li>Billing as a service </li></ul><ul><li>Ensures authorized app access </li></ul><ul><li>Flexible Payment Service </li></ul><ul><li>Payment system built on top of AMZN’s infrastructure </li></ul><ul><li>Customers can use AMZN credentials for payment </li></ul><ul><li>Simple Queue </li></ul><ul><li>Service for storing and passing messages between computers </li></ul><ul><li>Queue messages are durable </li></ul><ul><li>CloudFront </li></ul><ul><li>Web service for global content delivery </li></ul><ul><li>Targeting Akami with lower cost </li></ul>
    7. 8. Datacenters Are Spendy <ul><li>Best to share that risk if possible </li></ul>Source: AMZN 10Qs & 10Ks
    8. 9. 5 Theoretical Whys of AMZN <ul><li>Why is our CapEx so high? </li></ul><ul><ul><li>Because we have to buy a lot of servers. </li></ul></ul><ul><li>Why are we buying a lot of servers? </li></ul><ul><ul><li>Because we need to support the traffic needs of our business and our partners’. </li></ul></ul><ul><li>Why aren’t we able to support them with fewer servers? </li></ul><ul><ul><li>Because traffic patterns and server utilizations require more servers. </li></ul></ul><ul><li>Why do traffic and utilization patterns have an impact on number of servers? </li></ul><ul><ul><li>Because the traffic spikes in Nov and Dec create a need for peak load. </li></ul></ul><ul><li>Why does the traffic have massive spikes in Nov and Dec? </li></ul><ul><ul><li>Because AMZN and all of it’s partners are in the same business – retail. </li></ul></ul><ul><li>Resolution – attract customers onto your technology platform who have different patterns, and no longer are major traffic component in own system </li></ul>
    9. 10. Amazon Web Services <ul><li>Hosting++ is more expensive than you think </li></ul><ul><li>My last company as an example </li></ul><ul><li>Hosting with AMZN would have cost $4,500 / month </li></ul><ul><ul><li>3 front end servers, 1 dev front end server </li></ul></ul><ul><ul><li>2 database servers, 1 dev database server </li></ul></ul><ul><ul><li>2TB of storage </li></ul></ul><ul><ul><li>Bandwidth </li></ul></ul><ul><li>10U of hosting cost us $750/month </li></ul><ul><ul><li>Hardware is cheap and getting “free-er” </li></ul></ul><ul><li>Net out </li></ul><ul><li>Scalable – Scales nodes, not algorithms </li></ul><ul><li>Functional – Good UI with lots of services available for building apps and services </li></ul><ul><li>Familiar – Use the server apps and OS that you already know </li></ul><ul><li>No real developer DNA, and no support for partners </li></ul>
    10. 12. Google App Engine Service Types Infrastructure <ul><li>Compute </li></ul><ul><li>Highly scalable and built on top of GOOG infra </li></ul><ul><li>Elasticity is automated </li></ul><ul><li>No concept of an OS or a virtual machine </li></ul><ul><li>GOOG limits the actual scalability </li></ul><ul><li>BigTable Storage </li></ul><ul><li>Entity relationship storage </li></ul><ul><li>Built on top of GOOG’s database for their site </li></ul><ul><li>No tools for data management </li></ul>
    11. 13. 5 Theoretical Whys of GOOG <ul><li>Why are we making money? </li></ul><ul><ul><li>Because we sell advertisements against pageviews. </li></ul></ul><ul><li>Why aren’t we selling more advertisements? </li></ul><ul><ul><li>Because there is a lack of usage of online services globally. </li></ul></ul><ul><li>Why is the growth of online services stalling? </li></ul><ul><ul><li>Because there is a lack of content, not connectivity. </li></ul></ul><ul><li>Why is there a lack of content? </li></ul><ul><ul><li>Because there is no cheap and easy way to build and host dynamic, big scale applications for the web. </li></ul></ul><ul><li>Why is there no easy way to build dynamic, big scale applications? </li></ul><ul><ul><li>Because hosting can be expensive, and setting up servers for large scale can be extremely difficult. </li></ul></ul><ul><li>Resolution – release a low cost, highly scalable hosted application programming framework with a very specific target application type in mind – to create content against which to sell ads. </li></ul>
    12. 14. Google App Engine <ul><li>My First Web App </li></ul><ul><li>My last company as an example </li></ul><ul><li>Could not have handled the load – too many transactions per second </li></ul><ul><li>Could not have handled any of the background processing </li></ul><ul><li>Complete re-write of data-access layer </li></ul><ul><li>Complete re-write to Python </li></ul><ul><li>Net out </li></ul><ul><li>Scalable – Rate limited by GOOG with little visibility into what resources are in use </li></ul><ul><li>Functional – Very limited by features made available </li></ul><ul><li>Familiar – Language, framework and database all new concepts </li></ul><ul><li>No SLAs, but marketplace is coming for GAPE plug-ins </li></ul>
    13. 16. Azure Services Platform Build Apps & Services Using What You Know
    14. 17. Azure Services Platform Service Types Infrastructure | Connectivity | Security <ul><li>Elastic Compute </li></ul><ul><li>On-demand, resizable stateless application and service hosting environment </li></ul><ul><li>Elasticity is automated and managed by fabric </li></ul><ul><li>Supports multiple programming models </li></ul><ul><li>Simple queue built in </li></ul><ul><li>Very easy to get started, and use </li></ul><ul><li>SQL Data Services </li></ul><ul><li>Core DB functions (index and query) </li></ul><ul><li>Relational in the cloud </li></ul><ul><li>Built on top of Microsoft SQL </li></ul><ul><li>Table/Blob Storage </li></ul><ul><li>Simple storage for the compute layer </li></ul><ul><li>Data store limited and not meant for heavy DB </li></ul><ul><li>Tables and blobs for storing many data types </li></ul><ul><li>Service Bus </li></ul><ul><li>Easy connectivity thru firewalls </li></ul><ul><li>Passing messages between apps and services </li></ul><ul><li>Queue messages are durable </li></ul><ul><li>Multiple connectivity options </li></ul><ul><li>Access Control </li></ul><ul><li>Standards based </li></ul><ul><li>Claims based authentication for connecting users to apps and services </li></ul><ul><li>Live Services </li></ul><ul><li>Easy synchronization of files, folders and applications </li></ul><ul><li>Access to MSFT social graph </li></ul><ul><li>Great developer services and monetization engine </li></ul>
    15. 18. Azure Services Platform <ul><li>Breadth and depth to deliver solutions </li></ul><ul><li>My last company as an example </li></ul><ul><li>Ruby & Rails support is “coming” </li></ul><ul><li>Might still need a RDBMS local to Ruby code (depends on SQL Data Services issue) </li></ul><ul><li>Message queuing would have helped immensely </li></ul><ul><li>SQL Data Services would have solved our database sharding challenges </li></ul><ul><li>Much easier to connect to on-premise deployments (our B2B solution) </li></ul><ul><li>Net out </li></ul><ul><li>Scalable - Easier to build scalable apps and DB, and costs look like they will be lower due to utilization optimization </li></ul><ul><li>Functional - Many of the core on-premise developer features which customers depend on are available </li></ul><ul><li>Familiar – Standards based and can leverage existing developer skills </li></ul><ul><li>Deep support for ISVs and partners to build a business </li></ul>
    16. 19. Ideal Cloud Scenario <ul><li>Deploying on the cloud should feel like this… </li></ul>
    17. 20. Whitespace <ul><li>What’s interesting, and what’s missing </li></ul><ul><li>Essential Services </li></ul><ul><li>Very hard for a startup to compete in building out a new operating system or development platform layer </li></ul><ul><li>Building Block Services </li></ul><ul><li>Developers will need plug and play pieces for services they are building – PHP is a great proxy for how this could shake out </li></ul><ul><li>Billing, data management, business intelligence, application bridges </li></ul><ul><li>Finished Services </li></ul><ul><li>Plenty of SaaS applications are being created – estimated $20B in revenues already </li></ul><ul><li>Lots of opportunity for bridging on and off-premise enterprise applications </li></ul><ul><li>Interesting Private Companies </li></ul><ul><li>Infrastructure – AppNexus, Rackspace, GoGrid, Flexiscale </li></ul><ul><li>Platform Specific – Heroku, Engine Yard, Blue Box Group, Joyent </li></ul><ul><li>Connectivity – Cloudswitch, Cohesive FT’s </li></ul><ul><li>Management – Rightscale, Elastra </li></ul><ul><li>Dev Services – BrowserMob, Soasta, LiebSoft </li></ul>

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