Commenting on Software Technology Trends & Market Dynamics

Jnan Dash

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Latest Articles from Jnan Dash
If you are part of the cloud development community, you certainly know about “serverless computing”, almost a misnomer. Because it implies there are no servers which is untrue. However the servers are hidden from the developers. This model eliminates operational complexity and increase...
We have been seeing a sudden rise in the deployment of Artificial Intelligence (AI), Machine Learning (ML), and Deep Learning (DL). It looks like the long “AI winter” is finally over. It is interesting to note that AI was mentioned by Alan Turing in a paper he wrote back in 1950 to sug...
BI Intelligence recently published the Top 5 Digital Trends that is worth looking at. It starts with a dramatic statement, “today, nearly 43% of the world is connected to the Internet, enabling us to talk, share photos, and conduct business halfway across the globe. As a result, we hav...
Ten years ago, when I drove on Winchester Avenue in Los Gatos, I saw this new company called Netflix that was renting DVDs of movies. You didn't have to go to a store, but could sign up for home delivery service of DVDs. Now Netflix is building a much bigger headquarters near its old s...
The new mantra at IBM is speed, speed and speed. The design-oriented approach is promised to yield the agility they need in re-inventing themselves. Being 104 years old, IBM has changed course and re-invented itself may times. Now the focus seems to be cloud computing, analytics, and b...
Unicorn is a term in the investment industry, and in particular the venture capital industry, which denotes a start-up company whose valuation has exceeded (the somewhat arbitrary) $1 billion. The term has been popularized by Aileen Lee of Cowboy Ventures. Fortune magazine counted over...
With other solutions for real-time analytics via in-memory processing such as RethinkDB, an ambitious Redis project or commercial in-memory SAP Hana, IBM needed a competitive offering. Other vendors betting on Spark range from Amazon to Zoomdata. IBM will run its own analytics software...
Yesterday, Dell announced the largest technology M&A in history with a proposed$67B buyout of EMC and VMware (via EMC’s 80% ownership of VMW). The combined company will have over $80B in revenue, employ tens of thousands of people around the world and sell everything from PCs, servers ...
Yesterday I attended a session in Palo Alto on the subject of Data Refinery and the speaker was Will Gorman of Pentaho. I did not realize that Pentaho was acquired by Hitachi Data Systems couple of months ago. The terms “data lake” was coined by James Dixon of Pentaho. I wrote a blog o...
Last week, a public company Informatica got acquired by two private equity funds – the Permira fund and Canada Pension Plan Investment Board (CPPIB) for $5.3B. This is the biggest leveraged buyout so far this year. I am happy for my friend Sohaib Abbasi (we were colleagues at Oracle d...
A recent Time magazine essay on the Apple Watch said, “The Apple Watch represents a redrawing of the map that locates technology in one place and our bodies in another…  The Apple Watch signals the advent of of an “always-on Internet”, … Continue reading &...
Today, Apple made significant announcements at the historic Flint Center in Cupertino, where exactly 30 years ago, the brand new Apple McIntosh was introduced by Steve Jobs. It is worthwhile to see the entire event (almost 1.5 hours, culminated by … Continue reading →
Back when we were doing DB2 at IBM, there was an important older product called IMS which brought significant revenue. With another database product coming (based on relational technology), IBM did not want any cannibalization of the existing revenue stream. Hence we coined the phrase ...
I like this word re-imagination from Mary Meeker’s Internet Trends presentation. We are seeing so many aspects of our life being transformed by the internet. Take for example, ordering a cab to go somewhere. Either we phone for a yellow cab here in California or if you are in New York...
This phrase “Internet of Things” is making big rounds these days, specially this week at CES (Consumer Electronic Show), Las Vegas. Not sure who came up with this, maybe Cisco in one of their self-serving predictions of the enormous growth of devices connected to the Internet (from abo...
I enjoyed reading this article in InfoWorld by Eric Knorr and thought its worth repeating here. He listed nine trends in enterprise IT for 2014 and beyond, as follows: Cloud is the new hardware, software-defined data center (sddc) - Entire infrastructure virtualized and software-defi...
The title was interesting enough that I drove to Santa Clara to listen to a panel discussion this last week. The companies present were: TransLattice, MemSQL, Basho, and GenieDB. Out of the four companies present, only Basho (product Riak) was … Continue reading →
I like this major new trend known as software-defined data center and this will be a highly disruptive force in enterprise computing. Gone are the days of expensive physical data center owned by large corporations. Now it is the rise of … Continue reading →
There has been a lot of discussion on NoSQL databases over the past couple of years. These databases do not use the Structured Query Language (SQL), the standard data manipulation language for relational databases such as Oracle, DB2, MySQL, Sybase, … Continue reading →
With every passing day, Big Data assumes new strength as a significant force in our industry. Someone even said that Big Data is transforming business same way IT did few decades ago. The overall revenue (includes hardware, software, service) for Big Data is said to be around $5.1B ...
A friend of mine from my IBM days (an expert in Data Warehousing, BI, etc.) told me about the Hadoop conference he attended in San Jose few weeks back. When he attended the same conference two years ago in New … Continue reading →
I am on Facebook, but not an active user at all. Also I am reluctant to share too much personal stuff with friends. Then there are long-lost friends and family members popping up with Facebook requests to connect. I do … Continue reading →
Big Data is a top technology trend for 2012 according to Forrester Research. The Economist said that Big Data is a new game changing asset and The Harvard Business Review termed it as a scientific revolution. Scientific Revolution? Because it is data-intensive … Continue reading ...
Wow Apple! The market value exceeded $500B and now everyone is speculating if it will reach One Trillion, which no company has ever aspired. As I look into the valuation this morning, Apple is at $505B. Microsoft is almost at … Continue reading →
Yesterday’s announcement of Apple’s fourth quarter result for 2011 was astounding to say the least. Growth from a year-ago quarter was 118%. Sales for the quarter at $46.3 Billion yielded profit of $13.1B. Wow – that profit is more than 3 times what General Electric earned in its most ...
We all remember the Internet bubble back in 1999-2000 era. Start-ups were getting huge valuations. The joke then was – if you are 27 years old and not a millionaire, then you are a failure. All you needed was a sign-board saying “new internet company” and stand on Sand Hill Road. Sever...
Cloud computing has entered the mainstream vocabulary in Information Technology. Every day the decibel level keeps going up. Yesterday’s SaaS vendors like Salesforce.com have become the cheer-leaders of the Cloud mantra. Then the arguably godfather role of cloud goes to Jeff Bezos of ...
This morning I read in the WSJ about the Turing award for this year given to Charles Thacker. I must admit I did not now much about Charles Thacker, he being mostly from the hardware side of the business. For those not familiar with this award, it is the highest honor given to contr...
The NoSQL movement is getting a lot of buzz lately. Recently I read an interesting article, an interview with Gigaspace CTO Nati Shalom. Several key points are made here. The one-size-fits-all approach has never worked in our industry - one operating system, one DBMS, one middleware, e...
As we start this year, hope is mounting on a vibrant IPO market, better than last couple of years. This article lists 20 companies that are hot candidates for IPO. The list has some well-known names like Facebook, Skype, LinkedIn, Twitter, Digg, Yelp, LiveOps, and Tesla Motors. The les...
We just finished the first decade of this century/millennium. The early part of this decade saw great worry about the Year 2000 problem. Much gloom and doom was predicted, but things passed off smoothly. No apocalyptic upheaval. As we usher into the next decade, the biggest buzzword...