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The Big Picture: Understanding the Many Roles of Hadoop
Exploratory Webcast | January 28, 2015
SPONSORED BY
disruption
3. Business. a radical change in an industry,
business strategy, etc., especially involving the
introduction of a new product or service that
creates a new market: Globalization and the
rapid advance of technology are major causes of
business disruption.
History Lesson
• Stone, Bronze & Iron Ages
• Castles, then cannons
• WWII and the mighty machines
• The World Wide Web
The Penicillin Paradigm
Alexander Fleming is
credited with discovering
this world-changing
medicine. To this day,
many people can’t think
about healthcare without
anticipating a pill!
http://www.slideshare.net/e3Reloaded/personalisation-
what-can-hr-learn-from-marketing
Craigslist costs US newspapers
billions: study (2013)
The $5 billion over the 2000 to 2007 period
is a conservative figure, "and if we extended
the study to 2012 it would probably be a lot
higher," said Robert Seamans of New York
University's Stern School of Business, and a
co-author of the study.
Read more at: http://phys.org/news/2013-08-craigslist-
newspapers-billions.html#jCp
Craigslist Killer?
No, Craigslist is not responsible for the
death of newspapers, but it
fundamentally changed the nature of
classified advertising!
http://en.wikipedia.org/wiki/Philip_Markoff
http://www.nbcnews.com/id/35002223/?q=Philip%20Markoff
Intel invested $740 million to
buy 18 percent of Cloudera
http://www.reuters.com/article/
2014/03/31/us-intel-cloudera-
idUSBREA2U0ME20140331
Nice Multiple!
The chipmaker's investment values the
startup, expected by some to go public later
this year, at about $4.1 billion. They just
crested $100 million in annual sales in 2014!
Analytics-Fueled Enterprise
“….location-awareness will allow for ad revenue driven
companies to provide real-time experiences based on where
you are. If you pass by a Starbucks, say, your Starbucks
iPhone app could push you a coupon to incentivize you to
come into the store.
How is Uber navigating this trend?
Uber is famous for its real-time supply and demand
management but we have no ads or any presence in the
retail domain. For Uber, real-time analytics allow us to
examine when demand is high and when supply becomes
limited as the system reaches capacity. Uber can incentivize
more drivers to come onto the system by dynamically
increasing the cost of a ride, which helps regulate both
supply and demand in real time.
http://www.psfk.com/2013/11/psfk-san-francisco-uber-bradley-voytek.html
Webcast Costs
• In 2005, Microsoft quoted me $7,500 to
host a one-hour webcast
• They ultimately agreed to a serious
discount, down to $2,500.
• That was for 1 webcast.
• Today, we use WebEx and it costs
$500/month to do unlimited webcasts!
• Google Hangouts are free
Apache Foundation vs the
Open Data Platform
Is this really a competition?
Has anything changed?
Where is this all going?
Everything You Need Is Free!
Analyst Mark Madsen of
Third Nature recently
noted the relatively
underappreciated obvious
fact that open-source
code exists everywhere,
and is fundamentally
changing the direction of
enterprise software
solutions
Reality on the Ground?
“Nobody wants to stitch this stuff
together!” – Jim Walker, then of
Hortonworks
What about that Other Distro?
MapR focused from the start on
aligning HDFS with traditional
enterprise data storage. Why?
Social: Channel Expansion!
The explosion of social media
continues to transform the very
nature of communication and biz!
Mobile: The Anywhere Enterprise
Mobile devices, especially the
iPhone and iPad, have transformed
both design and application
development, fueling DevOps.
Analytics: Data Science Is Real
There are literally hundreds of
analytics companies these days
including serious innovators!
Cloud: Why Not Rent IT?
The Cloud continues to transform
business technology, driving down
costs and opening so many doors!
Light your fire with Spark?
The innovation wave isn’t over!
Spark is revolutionizing
computation while withering the
revenue of competitors.
http://en.wikipedia.org/wiki/Tornado#/media/File:Dszpics1.jpg
Oracle Is Doing Fine, Right?
REDWOOD SHORES, CA -- (Marketwired) -- 09/18/14 --
Oracle Corporation (NYSE: ORCL) today announced that
fiscal 2015 Q1 total revenues were up 3% to $8.6 billion.
Total Software plus Cloud revenue was up 6% to $6.6
billion. Software-as-a-service (SaaS) and Platform-as-a-
service (PaaS) cloud revenue was up 32% to $337 million.
Infrastructure-as-a-service (IaaS) cloud revenue was up 26%
to $138 million. Hardware systems revenue was down 8% to
$1.2 billion. GAAP operating income was up 3% to $3.0
billion, and the GAAP operating margin was 34%. Non-GAAP
operating income was up 2% to $3.8 billion, and the non-
GAAP operating margin was 44%. GAAP net income was
unchanged at $2.2 billion while non-GAAP net income was
up 2% at $2.8 billion. GAAP earnings per share were $0.48,
up 2% compared to last year while non-GAAP earnings per
share were $0.62, up 4%. GAAP operating cash flow on a
trailing twelve-month basis was $15.4 billion.
http://investor.oracle.com/financial-news/financial-news-
details/2014/SaaS-and-PaaS-Cloud-Revenue-Up-32-
Software-and-Cloud-Revenue-Up-6-to-66-
Billion/default.aspx

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DisrupTech 2015ek

  • 1. The Big Picture: Understanding the Many Roles of Hadoop Exploratory Webcast | January 28, 2015 SPONSORED BY
  • 2. disruption 3. Business. a radical change in an industry, business strategy, etc., especially involving the introduction of a new product or service that creates a new market: Globalization and the rapid advance of technology are major causes of business disruption.
  • 3. History Lesson • Stone, Bronze & Iron Ages • Castles, then cannons • WWII and the mighty machines • The World Wide Web
  • 4. The Penicillin Paradigm Alexander Fleming is credited with discovering this world-changing medicine. To this day, many people can’t think about healthcare without anticipating a pill!
  • 6. Craigslist costs US newspapers billions: study (2013) The $5 billion over the 2000 to 2007 period is a conservative figure, "and if we extended the study to 2012 it would probably be a lot higher," said Robert Seamans of New York University's Stern School of Business, and a co-author of the study. Read more at: http://phys.org/news/2013-08-craigslist- newspapers-billions.html#jCp
  • 7. Craigslist Killer? No, Craigslist is not responsible for the death of newspapers, but it fundamentally changed the nature of classified advertising! http://en.wikipedia.org/wiki/Philip_Markoff http://www.nbcnews.com/id/35002223/?q=Philip%20Markoff
  • 8. Intel invested $740 million to buy 18 percent of Cloudera http://www.reuters.com/article/ 2014/03/31/us-intel-cloudera- idUSBREA2U0ME20140331
  • 9. Nice Multiple! The chipmaker's investment values the startup, expected by some to go public later this year, at about $4.1 billion. They just crested $100 million in annual sales in 2014!
  • 10. Analytics-Fueled Enterprise “….location-awareness will allow for ad revenue driven companies to provide real-time experiences based on where you are. If you pass by a Starbucks, say, your Starbucks iPhone app could push you a coupon to incentivize you to come into the store. How is Uber navigating this trend? Uber is famous for its real-time supply and demand management but we have no ads or any presence in the retail domain. For Uber, real-time analytics allow us to examine when demand is high and when supply becomes limited as the system reaches capacity. Uber can incentivize more drivers to come onto the system by dynamically increasing the cost of a ride, which helps regulate both supply and demand in real time. http://www.psfk.com/2013/11/psfk-san-francisco-uber-bradley-voytek.html
  • 11. Webcast Costs • In 2005, Microsoft quoted me $7,500 to host a one-hour webcast • They ultimately agreed to a serious discount, down to $2,500. • That was for 1 webcast. • Today, we use WebEx and it costs $500/month to do unlimited webcasts! • Google Hangouts are free
  • 12. Apache Foundation vs the Open Data Platform Is this really a competition? Has anything changed? Where is this all going?
  • 13. Everything You Need Is Free! Analyst Mark Madsen of Third Nature recently noted the relatively underappreciated obvious fact that open-source code exists everywhere, and is fundamentally changing the direction of enterprise software solutions
  • 14. Reality on the Ground? “Nobody wants to stitch this stuff together!” – Jim Walker, then of Hortonworks
  • 15. What about that Other Distro? MapR focused from the start on aligning HDFS with traditional enterprise data storage. Why?
  • 16. Social: Channel Expansion! The explosion of social media continues to transform the very nature of communication and biz!
  • 17. Mobile: The Anywhere Enterprise Mobile devices, especially the iPhone and iPad, have transformed both design and application development, fueling DevOps.
  • 18. Analytics: Data Science Is Real There are literally hundreds of analytics companies these days including serious innovators!
  • 19. Cloud: Why Not Rent IT? The Cloud continues to transform business technology, driving down costs and opening so many doors!
  • 20. Light your fire with Spark? The innovation wave isn’t over! Spark is revolutionizing computation while withering the revenue of competitors.
  • 22. Oracle Is Doing Fine, Right? REDWOOD SHORES, CA -- (Marketwired) -- 09/18/14 -- Oracle Corporation (NYSE: ORCL) today announced that fiscal 2015 Q1 total revenues were up 3% to $8.6 billion. Total Software plus Cloud revenue was up 6% to $6.6 billion. Software-as-a-service (SaaS) and Platform-as-a- service (PaaS) cloud revenue was up 32% to $337 million. Infrastructure-as-a-service (IaaS) cloud revenue was up 26% to $138 million. Hardware systems revenue was down 8% to $1.2 billion. GAAP operating income was up 3% to $3.0 billion, and the GAAP operating margin was 34%. Non-GAAP operating income was up 2% to $3.8 billion, and the non- GAAP operating margin was 44%. GAAP net income was unchanged at $2.2 billion while non-GAAP net income was up 2% at $2.8 billion. GAAP earnings per share were $0.48, up 2% compared to last year while non-GAAP earnings per share were $0.62, up 4%. GAAP operating cash flow on a trailing twelve-month basis was $15.4 billion. http://investor.oracle.com/financial-news/financial-news- details/2014/SaaS-and-PaaS-Cloud-Revenue-Up-32- Software-and-Cloud-Revenue-Up-6-to-66- Billion/default.aspx