Posts focusing on the use of database and analytic technologies in specific application domains. Related subjects include:
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- (in Text Technologies) Specific application areas for text analytics
I’ve been an analyst for 35 years, and debates about “real-time” technology have run through my whole career. Some of those debates are by now pretty much settled. In particular:
- Yes, interactive computer response is crucial.
- Into the 1980s, many apps were batch-only. Demand for such apps dried up.
- Business intelligence should occur at interactive speeds, which is a major reason that there’s a market for high-performance analytic RDBMS.
- Theoretical arguments about “true” real-time vs. near-real-time are often pointless.
- What matters in most cases is human users’ perceptions of speed.
- Most of the exceptions to that rule occur when machines race other machines, for example in automated bidding (high frequency trading or otherwise) or in network security.
A big issue that does remain open is: How fresh does data need to be? My preferred summary answer is: As fresh as is needed to support the best decision-making. I think that formulation starts with several advantages:
- It respects the obvious point that different use cases require different levels of data freshness.
- It cautions against people who think they need fresh information but aren’t in a position to use it. (Such users have driven much bogus “real-time” demand in the past.)
- It covers cases of both human and automated decision-making.
Straightforward applications of this principle include: Read more
Databricks CEO Ali Ghodsi checked in because he disagreed with part of my recent post about Databricks. Ali’s take on Databricks’ position in the Spark world includes:
- What I called Databricks’ “secondary business” of “licensing stuff to Spark distributors” was really about second/third tier support. Fair enough. But distributors of stacks including Spark, for whatever combination of on-premise and cloud as the case may be, may in many cases be viewed as competitors to Databricks cloud-only service. So why should Databricks help them?
- Databricks’ investment in Spark Summit and similar evangelism is larger than I realized.
- Ali suggests that the fraction of Databricks’ engineering devoted to open source Spark is greater than I understood during my recent visit.
Ali also walked me through customer use cases and adoption in wonderful detail. In general:
- A large majority of Databricks customers have machine learning use cases.
- Predicting and preventing user/customer churn is a huge issue across multiple market sectors.
The story on those sectors, per Ali, is: Read more
Five years ago, in a taxonomy of analytic business benefits, I wrote:
A large fraction of all analytic efforts ultimately serve one or more of three purposes:
- Problem and anomaly detection and diagnosis
- Planning and optimization
That continues to be true today. Now let’s add a bit of spin.
1. A large fraction of analytics is adversarial. In particular: Read more
|Categories: Business intelligence, Investment research and trading, Log analysis, Predictive modeling and advanced analytics, RDF and graphs, Surveillance and privacy, Web analytics||3 Comments|
Numerous tussles fit the template:
- A government wants access to data contained in one or more devices (mobile/personal or server as the case may be).
- The computer’s manufacturer or operator doesn’t want to provide it, for reasons including:
- That’s what customers prefer.
- That’s what other governments require.
- Being pro-liberty is the right and moral choice. (Yes, right and wrong do sometimes actually come into play. )
As a general rule, what’s best for any kind of company is — pricing and so on aside — whatever is best or most pleasing for their customers or users. This would suggest that it is in tech companies’ best interest to favor privacy, but there are two important quasi-exceptions: Read more
|Categories: Amazon and its cloud, Google, Microsoft and SQL*Server, Surveillance and privacy, Web analytics||2 Comments|
Basho was on my (very short) blacklist of companies with whom I refuse to speak, because they have lied about the contents of previous conversations. But Tony Falco et al. are long gone from the company. So when Basho’s new management team reached out, I took the meeting.
- Basho management turned over significantly 1-2 years ago. The main survivors from the old team are 1 each in engineering, sales, and services.
- Basho moved its headquarters to Bellevue, WA. (You get one guess as to where the new CEO lives.) Engineering operations are very distributed geographically.
- Basho claims that it is much better at timely product shipments than it used to be. Its newest product has a planned (or at least hoped-for) 8-week cadence for point releases.
- Basho’s revenue is ~90% subscription.
- Basho claims >200 enterprise clients, vs. 100-120 when new management came in. Unfortunately, I forgot to ask the usual questions about divisions vs. whole organizations, OEM sell-through vs. direct, etc.
- Basho claims an average contract value of >$100K, typically over 2-3 years. $9 million of that (which would be close to half the total, actually), comes from 2 particular deals of >$4 million each.
Basho’s product line has gotten a bit confusing, but as best I understand things the story is:
- There’s something called Riak Core, which isn’t even a revenue-generating product. However, it’s an open source project with some big users (e.g. Goldman Sachs, Visa), and included in pretty much everything else Basho promotes.
- Riak KV is the key-value store previously known as Riak. It generates the lion’s share of Basho’s revenue.
- Riak S2 is an emulation of Amazon S3. Basho thinks that Riak KV loses efficiency when objects get bigger than 1 MB or so, and that’s when you might want to use Riak S2 in addition or instead.
- Riak TS is for time series, and just coming out now.
- Also in the mix are some (extra charge) connectors for Redis and Spark. Presumably, there are more of these to come.
- There’s an umbrella marketing term of “Basho Data Platform”.
Technical notes on some of that include: Read more
|Categories: Aerospike, Basho and Riak, Cassandra, Clustering, Couchbase, Databricks, Spark and BDAS, DataStax, HBase, Health care, Log analysis, MapR, Market share and customer counts, MongoDB, NoSQL, Pricing, Specific users, Splunk||Leave a Comment|
I last wrote about Couchbase in November, 2012, around the time of Couchbase 2.0. One of the many new features I mentioned then was secondary indexing. Ravi Mayuram just checked in to tell me about Couchbase 4.0. One of the important new features he mentioned was what I think he said was Couchbase’s “first version” of secondary indexing. Obviously, I’m confused.
Now that you’re duly warned, let me remind you of aspects of Couchbase timeline.
- 2 corporate name changes ago, Couchbase was organized to commercialize memcached. memcached, of course, was internet companies’ default way to scale out short-request processing before the rise of NoSQL, typically backed by manually sharded MySQL.
- Couchbase’s original value proposition, under the name Membase, was to provide persistence and of course support for memcached. This later grew into a caching-oriented pitch even to customers who weren’t already memcached users.
- A merger with the makers of CouchDB ensued, with the intention of replacing Membase’s SQLite back end with CouchDB at the same time as JSON support was introduced. This went badly.
- By now, however, Couchbase sells for more than distributed cache use cases. Ravi rattled off a variety of big-name customer examples for system-of-record kinds of use cases, especially in session logging (duh) and also in travel reservations.
- Couchbase 4.0 has been in beta for a few months.
Technical notes on Couchbase 4.0 — and related riffs — start: Read more
|Categories: Cache, Clustering, Couchbase, Data models and architecture, Databricks, Spark and BDAS, Exadata, Hadoop, MarkLogic, MongoDB, MySQL, NoSQL, Open source, Schema on need, Structured documents, Web analytics||1 Comment|
Don’t plan to fish in your personal data lake.
Perhaps the biggest mess in all of IT is the management of individual consumers’ data. Our electronic data is thoroughly scattered. Most individual portions are poorly managed. There’s no integration. The data that’s on paper is even worse. For example:
- Do you have access to your medical records? Do you even know when you were last vaccinated for what?
- Several enterprises have comprehensive records of all your credit card purchases, in easy-to-analyze form. Do you have such records too?
- How easily can you find old emails? How about old paper correspondence?
For the most part, the technology community is barely trying to solve those problems. But even when it does try, success is mixed at best. For example:
- People generally hate iCloud and iTunes. Even usability icon Apple can’t get its data management apps right.
- Intuit is divesting flagship product Quicken.
- Evernote seems to be in trouble, although there are evidently execution issues involved.
- How is Dropbox’s consumer business doing, especially from a revenue standpoint?
And those are some of the most successful names.
There are numerous reasons for this dismal state of affairs. Read more
- My client Rocana is the renamed ScalingData, where Rocana is meant to signify ROot Cause ANAlysis.
- Rocana was founded by Omer Trajman, who I’ve referenced numerous times in the past, and who I gather is a former boss of …
- … cofounder Eric Sammer.
- Rocana recently told me it had 35 people.
- Rocana has a very small number of quite large customers.
Rocana portrays itself as offering next-generation IT operations monitoring software. As you might expect, this has two main use cases:
- Actual operations — figuring out exactly what isn’t working, ASAP.
Rocana’s differentiation claims boil down to fast and accurate anomaly detection on large amounts of log data, including but not limited to:
- The sort of network data you’d generally think of — “everything” except packet-inspection stuff.
- Firewall output.
- Database server logs.
- Point-of-sale data (at a retailer).
- “Application data”, whatever that means. (Edit: See Tom Yates’ clarifying comment below.)
|Categories: Business intelligence, Hadoop, Kafka and Confluent, Log analysis, Market share and customer counts, Petabyte-scale data management, Predictive modeling and advanced analytics, Pricing, Rocana, Splunk, Web analytics||1 Comment|
A lot of what I hear and talk about boils down to “data is a mess”. Below is a very partial list of examples.
To a first approximation, one would expect operational data to be rather clean. After all, it drives and/or records business transactions. So if something goes awry, the result can be lost money, disappointed customers, or worse, and those are outcomes to be strenuously avoided. Up to a point, that’s indeed true, at least at businesses large enough to be properly automated. (Unlike, for example — — mine.)
Even so, operational data has some canonical problems. First, it could be inaccurate; somebody can just misspell or otherwise botch an entry. Further, there are multiple ways data can be unreachable, typically because it’s:
- Inconsistent, in which case humans might not know how to look it up and database JOINs might fail.
- Unintegrated, in which case one application might not be able to use data that another happily maintains. (This is the classic data silo problem.)
Inconsistency can take multiple forms, including: Read more
Occasionally I talk with an astute reporter — there are still a few left — and get led toward angles I hadn’t considered before, or at least hadn’t written up. A blog post may then ensue. This is one such post.
There is a group of questions going around that includes:
- Is Hadoop overhyped?
- Has Hadoop adoption stalled?
- Is Hadoop adoption being delayed by skills shortages?
- What is Hadoop really good for anyway?
- Which adoption curves for previous technologies are the best analogies for Hadoop?
To a first approximation, my responses are: Read more
|Categories: Application areas, Data warehousing, Databricks, Spark and BDAS, EAI, EII, ETL, ELT, ETLT, Hadoop, Hortonworks, MapR, MapReduce, Market share and customer counts, Open source, Pricing||6 Comments|