Companies relevant to this discussion: SNOW, Databricks, AMZN, GOOGLE, MSFT, CFLT, TDC, IMB, ORCL
Key Topics:
- Status of the competitive landscape in next-generation (cloud) data warehouse
- Best of Breed SaaS versus bundled generic IaaS product
- Cloud optimizations and elasticity
IS THE PLAYING FIELD LEVEL NOW IN NEXT-GENERATION DATA WAREHOUSING?
Originally, when we spoke to Jared Hillam in September 2020, leading cloud data warehouse vendors sported technology advantages and differentiation against the field. But by the second conversation in December 2021, the field had become more crowded in terms of capabilities. What are the differentiating competitive elements today? Which platforms are in position to build roadmaps and competitive advantages to scale? What industry verticals are crucial for vendors to win today and at what point do small or mid-sized customers become important for adoption trends?
Previous conversations with Jared Hillam:
IS THE PLAYING FIELD LEVEL NOW IN NEXT-GENERATION DATA WAREHOUSING?
Jared has spoken in the past about the history and commoditization of Networks which in his view may imply that Best of Breed SaaS products will outperform competing products from cloud vendors. We counter that most investors would wager the opposite viewpoint. We will ask Jared to take us through an example or a category where he thinks this rule of thumb will apply (or has applied), and also share where he thinks exceptions will appear to this rule of thumb.
OPTIMIZATION & ELASTICITY
At Intricity, Jared has helped many organizations reduce their cloud data expense while increasing their average number of data queries. We will ask Jared to give us a high-level explanation of how. Is there a rule of thumb that can help us understand that, say, a 30% reduction in price per query would unlock xx% more queries? If customers of leading cloud players do not optimize, what is the likelihood that they throttle queries or that they search for cheaper alternatives? In all this discussion of expensive cloud compute, have clients started to think that on-premise data warehousing is cheaper? Finally, AWS spent ~15 years reducing the cost of S3; are they at a point where they must do the same for EC2 to trigger more demand? Can they?
ABOUT OUR SPEAKER JARED HILLAM:
Jared Hillam is an expert in the field of enterprise data storage, warehousing, infrastructure, software, and cloud analytics. He is VP of Emerging Technologies at Intricity, a specialized technology services company with expertise in Business Intelligence, Data Warehousing and Information Management with a core focus in the Financial Services marketplace. He is also co-founder and VP of BladeBridge, a powerful code conversion platform for legacy ETL tools where he grew the partner program from one partner to partnerships with Accenture, Deloitte, Capgemini, Infosys, Wavicle, Snowflake, Talend, HVR, Matillion and many others. Jared is famous on social media sites for his easy-to-grasp explanations of difficult subjects such as data science, data warehousing, data lakes, and AI/Information Management. This hour-long conversation will touch on leading cloud data warehouse trends, future of cloud IaaS product and networks, the pace of adoption of this new territory, and the key technologies that are shaping the battleground today.
