September 21, 2014

Data as an asset

We all tend to assume that data is a great and glorious asset. How solid is this assumption?

*”Our assets are our people, capital and reputation. If any of these is ever diminished, the last is the most difficult to restore.” I love that motto, even if Goldman Sachs itself eventually stopped living up to it. If nothing else, my own business depends primarily on my reputation and information.

This all raises the idea – if you think data is so valuable, maybe you should get more of it. Areas in which enterprises have made significant and/or successful investments in data acquisition include:  Read more

September 15, 2014

Misconceptions about privacy and surveillance

Everybody is confused about privacy and surveillance. So I’m renewing my efforts to consciousness-raise within the tech community. For if we don’t figure out and explain the issues clearly enough, there isn’t a snowball’s chance in Hades our lawmakers will get it right without us.

How bad is the confusion? Well, even Edward Snowden is getting it wrong. A Wired interview with Snowden says:

“If somebody’s really watching me, they’ve got a team of guys whose job is just to hack me,” he says. “I don’t think they’ve geolocated me, but they almost certainly monitor who I’m talking to online. Even if they don’t know what you’re saying, because it’s encrypted, they can still get a lot from who you’re talking to and when you’re talking to them.”

That is surely correct. But the same article also says:

“We have the means and we have the technology to end mass surveillance without any legislative action at all, without any policy changes.” The answer, he says, is robust encryption. “By basically adopting changes like making encryption a universal standard—where all communications are encrypted by default—we can end mass surveillance not just in the United States but around the world.”

That is false, for a myriad of reasons, and indeed is contradicted by the first excerpt I cited.

What privacy/surveillance commentators evidently keep forgetting is:

So closing down a few vectors of privacy attack doesn’t solve the underlying problem at all.

Worst of all, commentators forget that the correct metric for danger is not just harmful information use, but chilling effects on the exercise of ordinary liberties. But in the interest of space, I won’t reiterate that argument in this post.

Perhaps I can refresh your memory why each of those bulleted claims is correct. Major categories of privacy-destroying information (raw or derived) include:

Read more

September 7, 2014

An idealized log management and analysis system — from whom?

I’ve talked with many companies recently that believe they are:

At best, I think such competitive claims are overwrought. Still, it’s a genuinely important subject and opportunity, so let’s consider what a great log management and analysis system might look like.

Much of this discussion could apply to machine-generated data in general. But right now I think more players are doing product management with an explicit conception either of log management or event-series analytics, so for this post I’ll share that focus too.

A short answer might be “Splunk, but with more analytic functionality and more scalable performance, at lower cost, plus numerous coupons for free pizza.” A more constructive and bottoms-up approach might start with:  Read more

August 31, 2014

Notes from a visit to Teradata

I spent a day with Teradata in Rancho Bernardo last week. Most of what we discussed is confidential, but I think the non-confidential parts and my general impressions add up to enough for a post.

First, let’s catch up with some personnel gossip. So far as I can tell:

The biggest change in my general impressions about Teradata is that they’re having smart thoughts about the cloud. At least, Oliver is. All details are confidential, and I wouldn’t necessarily expect them to become clear even in October (which once again is the month for Teradata’s user conference). My main concern about all that is whether Teradata’s engineering team can successfully execute on Oliver’s directives. I’m optimistic, but I don’t have a lot of detail to support my good feelings.

In some quick-and-dirty positioning and sales qualification notes, which crystallize what we already knew before:

Also: Read more

August 14, 2014

“Freeing business analysts from IT”

Many of the companies I talk with boast of freeing business analysts from reliance on IT. This, to put it mildly, is not a unique value proposition. As I wrote in 2012, when I went on a history of analytics posting kick,

  • Most interesting analytic software has been adopted first and foremost at the departmental level.
  • People seem to be forgetting that fact.

In particular, I would argue that the following analytic technologies started and prospered largely through departmental adoption:

  • Fourth-generation languages (the analytically-focused ones, which in fact started out being consumed on a remote/time-sharing basis)
  • Electronic spreadsheets
  • 1990s-era business intelligence
  • Dashboards
  • Fancy-visualization business intelligence
  • Planning/budgeting
  • Predictive analytics
  • Text analytics
  • Rules engines

What brings me back to the topic is conversations I had this week with Paxata and Metanautix. The Paxata story starts:

Metanautix seems to aspire to a more complete full-analytic-stack-without-IT kind of story, but clearly sees the data preparation part as a big part of its value.

If there’s anything new about such stories, it has to be on the transformation side; BI tools have been helping with data extraction since — well, since the dawn of BI. Read more

August 7, 2014

Actian Vector Hadoop Edition

I have a small blacklist of companies I won’t talk with because of their particularly unethical past behavior. Actian is one such; they evidently made stuff up about me that Josh Berkus gullibly posted for them, and I don’t want to have conversations that could be dishonestly used against me.

That said, Peter Boncz isn’t exactly an Actian employee. Rather, he’s the professor who supervised Marcin Zukowski’s PhD thesis that became Vectorwise, and I chatted with Peter by Skype while he was at home in Amsterdam. I believe his assurances that no Actian personnel sat in on the call. :)

In other news, Peter is currently working on and optimistic about HyPer. But we literally spent less tana minute talking about that

Before I get to the substance, there’s been a lot of renaming at Actian. To quote Andrew Brust,

… the ParAccel, Pervasive and Vectorwise technologies are being unified under the Actian Analytics Platform brand. Specifically, the ParAccel technology … is being re-branded Actian Matrix; Pervasive’s technologies are rechristened Actian DataFlow and Actian DataConnect; and Vectorwise becomes Actian Vector.

and

Actian … is now “one company, with one voice and one platform” according to its John Santaferraro

The bolded part of the latter quote is untrue — at least in the ordinary sense of the word “one” — but the rest can presumably be taken as company gospel.

All this is by way of preamble to saying that Peter reached out to me about Actian’s new Vector Hadoop Edition when he blogged about it last June, and we finally talked this week. Highlights include:  Read more

July 23, 2014

Teradata bought Hadapt and Revelytix

My client Teradata bought my (former) clients Revelytix and Hadapt.* Obviously, I’m in confidentiality up to my eyeballs. That said — Teradata truly doesn’t know what it’s going to do with those acquisitions yet. Indeed, the acquisitions are too new for Teradata to have fully reviewed the code and so on, let alone made strategic decisions informed by that review. So while this is just a guess, I conjecture Teradata won’t say anything concrete until at least September, although I do expect some kind of stated direction in time for its October user conference.

*I love my business, but it does have one distressing aspect, namely the combination of subscription pricing and customer churn. When your customers transform really quickly, or even go out of existence, so sometimes does their reliance on you.

I’ve written extensively about Hadapt, but to review:

As for what Teradata should do with Hadapt: Read more

July 20, 2014

Data integration as a business opportunity

A significant fraction of IT professional services industry revenue comes from data integration. But as a software business, data integration has been more problematic. Informatica, the largest independent data integration software vendor, does $1 billion in revenue. INFA’s enterprise value (market capitalization after adjusting for cash and debt) is $3 billion, which puts it way short of other category leaders such as VMware, and even sits behind Tableau.* When I talk with data integration startups, I ask questions such as “What fraction of Informatica’s revenue are you shooting for?” and, as a follow-up, “Why would that be grounds for excitement?”

*If you believe that Splunk is a data integration company, that changes these observations only a little.

On the other hand, several successful software categories have, at particular points in their history, been focused on data integration. One of the major benefits of 1990s business intelligence was “Combines data from multiple sources on the same screen” and, in some cases, even “Joins data from multiple sources in a single view”. The last few years before application servers were commoditized, data integration was one of their chief benefits. Data warehousing and Hadoop both of course have a “collect all your data in one place” part to their stories — which I call data mustering — and Hadoop is a data transformation tool as well.

Read more

July 15, 2014

The point of predicate pushdown

Oracle is announcing today what it’s calling “Oracle Big Data SQL”. As usual, I haven’t been briefed, but highlights seem to include:

And by the way – Oracle Big Data SQL is NOT “SQL-on-Hadoop” as that term is commonly construed, unless the complete Oracle DBMS is running on every node of a Hadoop cluster.

Predicate pushdown is actually a simple concept:

“Predicate pushdown” gets its name from the fact that portions of SQL statements, specifically ones that filter data, are properly referred to as predicates. They earn that name because predicates in mathematical logic and clauses in SQL are the same kind of thing — statements that, upon evaluation, can be TRUE or FALSE for different values of variables or data.

The most famous example of predicate pushdown is Oracle Exadata, with the story there being:

Oracle evidently calls this “SmartScan”, and says Oracle Big Data SQL does something similar with predicate pushdown into Hadoop.

Oracle also hints at using predicate pushdown to do non-tabular operations on the non-relational systems, rather than shoehorning operations on multi-structured data into the Oracle DBMS, but my details on that are sparse.

Related link

July 14, 2014

21st Century DBMS success and failure

As part of my series on the keys to and likelihood of success, I outlined some examples from the DBMS industry. The list turned out too long for a single post, so I split it up by millennia. The part on 20th Century DBMS success and failure went up Friday; in this one I’ll cover more recent events, organized in line with the original overview post. Categories addressed will include analytic RDBMS (including data warehouse appliances), NoSQL/non-SQL short-request DBMS, MySQL, PostgreSQL, NewSQL and Hadoop.

DBMS rarely have trouble with the criterion “Is there an identifiable buying process?” If an enterprise is doing application development projects, a DBMS is generally chosen for each one. And so the organization will generally have a process in place for buying DBMS, or accepting them for free. Central IT, departments, and — at least in the case of free open source stuff — developers all commonly have the capacity for DBMS acquisition.

In particular, at many enterprises either departments have the ability to buy their own analytic technology, or else IT will willingly buy and administer things for a single department. This dynamic fueled much of the early rise of analytic RDBMS.

Buyer inertia is a greater concern.

A particularly complex version of this dynamic has played out in the market for analytic RDBMS/appliances.

Otherwise I’d say:  Read more

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