- Continuuity toured in 2012 and touted its “app server for Hadoop” technology.
- Continuuity recently changed its name to Cask and went open source.
- Cask’s product is now called CDAP (Cask Data Application Platform). It’s still basically an app server for Hadoop and other “big data” — ouch do I hate that phrase — data stores.
- Cask and Cloudera partnered.
- I got a more technical Cask briefing this week.
- App servers are a notoriously amorphous technology. The focus of how they’re used can change greatly every couple of years.
- Partly for that reason, I was unimpressed by Continuuity’s original hype-filled positioning.
So far as I can tell:
- Cask’s current focus is to orchestrate job flows, with lots of data mappings.
- This is supposed to provide lots of developer benefits, for fairly obvious reasons. Those are pitched in terms of an integration story, more in a “free you from the mess of a many-part stack” sense than strictly in terms of data integration.
- CDAP already has a GUI to monitor what’s going on. A GUI to specify workflows is coming very soon.
- CDAP doesn’t consume a lot of cycles itself, and hence isn’t a real risk for unpleasant overhead, if “overhead” is narrowly defined. Rather, performance drags could come from …
- … sub-optimal choices in data mapping, database design or workflow composition.
In one of my favorite posts, namely When I am a VC Overlord, I wrote:
I will not fund any entrepreneur who mentions “market projections” in other than ironic terms. Nobody who talks of market projections with a straight face should be trusted.
Even so, I got talked today into putting on the record a prediction that machine-generated data will grow at more than 40% for a while.
My reasons for this opinion are little more than:
- Moore’s Law suggests that the same expenditure will buy 40% or so more machine-generated data each year.
- Budgets spent on producing machine-generated data seem to be going up.
I was referring to the creation of such data, but the growth rates of new creation and of persistent storage are likely, at least at this back-of-the-envelope level, to be similar.
Anecdotal evidence actually suggests 50-60%+ growth rates, so >40% seemed like a responsible claim.
- My recent survey of machine-generated data topics started with a list of many different kinds of the stuff.
- My 2009 post on data warehouse volume growth makes similar points, and notes that high growth rates mean we likely can never afford to keep all machine-generated data permanently.
- My 2011 claim that traditional databases will migrate into RAM is sort of this argument’s flipside.
MapR put out a press release aggregating some customer information; unfortunately, the release is a monument to vagueness. Let me start by saying:
- I don’t know for sure, but I’m guessing Derrick Harris was incorrect in suspecting that this release was a reaction to my recent post about Hortonworks’ numbers. For one thing, press releases usually don’t happen that quickly.
- And as should be obvious from the previous point — notwithstanding that MapR is a client, I had no direct involvement in this release.
- In general, I advise clients and other vendors to put out the kind of aggregate of customer success stories found in this release. However, I would like to see more substance than MapR offered.
Anyhow, the key statement in the MapR release is:
… the number of companies that have a paid subscription for MapR now exceeds 700.
Unfortunately, that includes OEM customers as well as direct ones; I imagine MapR’s direct customer count is much lower.
In one gesture to numerical conservatism, MapR did indicate by email that it counts by overall customer organization, not by department/cluster/contract (i.e., not the way Hortonworks does). Read more
|Categories: Hadoop, Health care, MapR, Market share and customer counts, Pricing, Telecommunications||2 Comments|
- Hortonworks’ subscription revenues for the 9 months ended last September 30 appear to be:
- $11.7 million from everybody but Microsoft, …
- … plus $7.5 million from Microsoft, …
- … for a total of $19.2 million.
- Hortonworks states subscription customer counts (as per Page 55 this includes multiple “customers” within the same organization) of:
- 2 on April 30, 2012.
- 9 on December 31, 2012.
- 25 on April 30, 2013.
- 54 on September 30, 2013.
- 95 on December 31, 2013.
- 233 on September 30, 2014.
- Per Page 70, Hortonworks’ total September 30, 2014 customer count was 292, including professional services customers.
- Non-Microsoft subscription revenue in the quarter ended September 30, 2014 seems to have been $5.6 million, or $22.5 million annualized. This suggests Hortonworks’ average subscription revenue per non-Microsoft customer is a little over $100K/year.
- This IPO looks to be a sharply “down round” vs. Hortonworks’ Series D financing earlier this year.
- In March and June, 2014, Hortonworks sold stock that subsequently was converted into 1/2 a Hortonworks share each at $12.1871 per share.
- The tentative top of the offering’s price range is $14/share.
- That’s also slightly down from the Series C price in mid-2013.
And, perhaps of interest only to me — there are approximately 50 references to YARN in the Hortonworks S-1, but only 1 mention of Tez.
|Categories: Hadoop, Hortonworks, HP and Neoview, Market share and customer counts, Microsoft and SQL*Server, Pricing, Teradata, Yahoo||7 Comments|
I’m taking a few weeks defocused from work, as a kind of grandpaternity leave. That said, the venue for my Dances of Infant Calming is a small-but-nice apartment in San Francisco, so a certain amount of thinking about tech industries is inevitable. I even found time last Tuesday to meet or speak with my clients at WibiData, MemSQL, Cloudera, Citus Data, and MongoDB. And thus:
1. I’ve been sloppy in my terminology around “geo-distribution”, in that I don’t always make it easy to distinguish between:
- Storing different parts of a database in different geographies, often for reasons of data privacy regulatory compliance.
- Replicating an entire database into different geographies, often for reasons of latency and/or availability/ disaster recovery,
The latter case can be subdivided further depending on whether multiple copies of the data can accept first writes (aka active-active, multi-master, or multi-active), or whether there’s a clear single master for each part of the database.
What made me think of this was a phone call with MongoDB in which I learned that the limit on number of replicas had been raised from 12 to 50, to support the full-replication/latency-reduction use case.
2. Three years ago I posted about agile (predictive) analytics. One of the points was:
… if you change your offers, prices, ad placement, ad text, ad appearance, call center scripts, or anything else, you immediately gain new information that isn’t well-reflected in your previous models.
Subsequently I’ve been hearing more about predictive experimentation such as bandit testing. WibiData, whose views are influenced by a couple of Very Famous Department Store clients (one of which is Macy’s), thinks experimentation is quite important. And it could be argued that experimentation is one of the simplest and most direct ways to increase the value of your data.
3. I’d further say that a number of developments, trends or possibilities I’m seeing are or could be connected. These include agile and experimental predictive analytics in general, as noted in the previous point, along with: Read more
Datameer checked in, having recently announced general availability of Datameer 5.0. So far as I understood, Datameer is still clearly in the investigative analytics business, in that:
- Datameer does business intelligence, but not at human real-time speeds. Datameer query durations are sometimes sub-minute, but surely not sub-second.
- Datameer also does lightweight predictive analytics/machine learning — k-means clustering, decision trees, and so on.
Key aspects include:
- Datameer runs straight against Hadoop.
- Like many other analytic offerings, Datameer is meant to be “self-service”, for line-of-business business analysts, and includes some “data preparation”. Datameer also has had some data profiling since Datameer 4.0.
- The main way of interacting with Datameer seems to be visual analytic programming. However, I Datameer has evolved somewhat away from its original spreadsheet metaphor.
- Datameer’s primitives resemble those you’d find in SQL (e.g. JOINs, GROUPBYs). More precisely, that would be SQL with a sessionization extension; e.g., there’s a function called GROUPBYGAP.
- Datameer lets you write derived data back into Hadoop.
|Categories: Business intelligence, Databricks, Spark and BDAS, Datameer, Hadoop, Log analysis, Market share and customer counts, Predictive modeling and advanced analytics, Web analytics||5 Comments|
I talked with the Snowflake Computing guys Friday. For starters:
- Snowflake is offering an analytic DBMS on a SaaS (Software as a Service) basis.
- The Snowflake DBMS is built from scratch (as opposed, to for example, being based on PostgreSQL or Hadoop).
- The Snowflake DBMS is columnar and append-only, as has become common for analytic RDBMS.
- Snowflake claims excellent SQL coverage for a 1.0 product.
- Snowflake, the company, has:
- 50 people.
- A similar number of current or past users.
- 5 referenceable customers.
- 2 techie founders out of Oracle, plus Marcin Zukowski.
- Bob Muglia as CEO.
Much of the Snowflake story can be summarized as cloud/elastic/simple/cheap.*
*Excuse me — inexpensive. Companies rarely like their products to be labeled as “cheap”.
In addition to its purely relational functionality, Snowflake accepts poly-structured data. Notes on that start:
- Ingest formats are JSON, XML or AVRO for now.
- I gather that the system automagically decides which fields/attributes are sufficiently repeated to be broken out as separate columns; also, there’s a column for the documents themselves.
I don’t know enough details to judge whether I’d call that an example of schema-on-need.
A key element of Snowflake’s poly-structured data story seems to be lateral views. I’m not too clear on that concept, but I gather: Read more
|Categories: Amazon and its cloud, Cloud computing, Data mart outsourcing, Data models and architecture, Data warehousing, Market share and customer counts, Parallelization, Pricing, Software as a Service (SaaS), Structured documents||1 Comment|
1. I wish I had some good, practical ideas about how to make a political difference around privacy and surveillance. Nothing else we discuss here is remotely as important. I presumably can contribute an opinion piece to, more or less, the technology publication(s) of my choice; that can have a small bit of impact. But I’d love to do better than that. Ideas, anybody?
2. A few thoughts on cloud, colocation, etc.:
- The economies of scale of colocation-or-cloud over operating your own data center are compelling. Most of the reasons you outsource hardware manufacture to Asia also apply to outsourcing data center operation within the United States. (The one exception I can think of is supply chain.)
- The arguments for cloud specifically over colocation are less persuasive. Colo providers can even match cloud deployments in rapid provisioning and elastic pricing, if they so choose.
- Surely not coincidentally, I am told that Rackspace is deemphasizing cloud, reemphasizing colocation, and making a big deal out of Open Compute. In connection with that, Rackspace has pulled back from its leadership role in OpenStack.
- I’m hearing much more mention of Amazon Redshift than I used to. It seems to have a lot of traction as a simple and low-cost option.
- I’m hearing less about Elastic MapReduce than I used to, although I imagine usage is still large and growing.
- In general, I get the impression that progress is being made in overcoming the inherent difficulties in cloud (and even colo) parallel analytic processing. But it all still seems pretty vague, except for the specific claims being made for traction of Redshift, EMR, and so on.
- Teradata recently told me that in colocation pricing, it is common for floor space to be everything, with power not separately metered. But I don’t think that trend is a big deal, as it is not necessarily permanent.
- Cloud hype is of course still with us.
- Other than the above, I stand by my previous thoughts on appliances, clusters and clouds.
3. As for the analytic DBMS industry: Read more
After visiting California recently, I made a flurry of posts, several of which generated considerable discussion.
- My claim that Spark will replace Hadoop MapReduce got much Twitter attention — including some high-profile endorsements — and also some responses here.
- My MemSQL post led to a vigorous comparison of MemSQL vs. VoltDB.
- My post on hardware and storage spawned a lively discussion of Hadoop hardware pricing; even Cloudera wound up disagreeing with what I reported Cloudera as having said. Sadly, there was less response to the part about the partial (!) end of Moore’s Law.
- My Cloudera/SQL/Impala/Hive apparently was well-balanced, in that it got attacked from multiple sides via Twitter & email. Apparently, I was too hard on Impala, I was too hard on Hive, and I was too hard on boxes full of cardboard file cards as well.
- My post on the Intel/Cloudera deal garnered a comment reminding us Dell had pushed the Intel distro.
- My CitusDB post picked up a few clarifying comments.
Here is a catch-all post to complete the set. Read more
I caught up with my clients at MongoDB to discuss the recent MongoDB 2.6, along with some new statements of direction. The biggest takeaway is that the MongoDB product, along with the associated MMS (MongoDB Management Service), is growing up. Aspects include:
- An actual automation and management user interface, as opposed to the current management style, which is almost entirely via scripts (except for the monitoring UI).
- That’s scheduled for public beta in May, and general availability later this year.
- It will include some kind of integrated provisioning with VMware, OpenStack, et al.
- One goal is to let you apply database changes, software upgrades, etc. without taking the cluster down.
- A reasonable backup strategy.
- A snapshot copy is made of the database.
- A copy of the log is streamed somewhere.
- Periodically — the default seems to be 6 hours — the log is applied to create a new current snapshot.
- For point-in-time recovery, you take the last snapshot prior to the point, and roll forward to the desired point.
- A reasonable locking strategy!
- Document-level locking is all-but-promised for MongoDB 2.8.
- That means what it sounds like. (I mention this because sometimes an XML database winds up being one big document, which leads to confusing conversations about what’s going on.)
- Security. My eyes glaze over at the details, but several major buzzwords have been checked off.
- A general code rewrite to allow for (more) rapid addition of future features.