Generalizing about SaaS (Software as a Service) is hard. To prune some of the confusion, let’s start by noting:
- SaaS has been around for over half a century, and at times has been the dominant mode of application delivery.
- The term multi-tenancy is being used in several different ways.
- Multi-tenancy, in the purest sense, is inessential to SaaS. It’s simply an implementation choice that has certain benefits for the SaaS provider. And by the way, …
- … salesforce.com, the chief proponent of the theory that true multi-tenancy is the hallmark of true SaaS, abandoned that position this week.
- Internet-based services are commonly, if you squint a little, SaaS. Examples include but are hardly limited to Google, Twitter, Dropbox, Intuit, Amazon Web Services, and the company that hosts this blog (KnownHost).
- Some of the core arguments for SaaS’ rise, namely the various efficiencies of data center outsourcing and scale, apply equally to the public cloud, to SaaS, and to AEaaS (Anything Else as a Service).
- These benefits are particularly strong for inherently networked use cases. For example, you really don’t want to be hosting your website yourself. And salesforce.com got its start supporting salespeople who worked out of remote offices.
- In theory and occasionally in practice, certain SaaS benefits, namely the outsourcing of software maintenance and updates, could be enjoyed on-premises as well. Whether I think that could be a bigger deal going forward will be explored in future posts.
For smaller enterprises, the core outsourcing argument is compelling. How small? Well:
- What’s the minimum level of IT operations headcount needed for mission-critical systems? Let’s just say “several”.
- What does that cost? Fully burdened, somewhere in the six figures.
- What fraction of the IT budget should such headcount be? As low a double digit percentage as possible.
- What fraction of revenues should be spent on IT? Some single-digit percentage.
So except for special cases, an enterprise with less than $100 million or so in revenue may have trouble affording on-site data processing, at least at a mission-critical level of robustness. It may well be better to use NetSuite or something like that, assuming needed features are available in SaaS form.*
|Categories: Amazon and its cloud, Buying processes, Cloud computing, Data mart outsourcing, Data warehouse appliances, Data warehousing, Infobright, Netezza, Pricing, salesforce.com, Software as a Service (SaaS), Workday||4 Comments|
Relational DBMS used to be fairly straightforward product suites, which boiled down to:
- A big SQL interpreter.
- A bunch of administrative and operational tools.
- Some very optional add-ons, often including an application development tool.
Now, however, most RDBMS are sold as part of something bigger.
- Oracle has hugely thickened its stack, as part of an Innovator’s Solution strategy — hardware, middleware, applications, business intelligence, and more.
- IBM has moved aggressively to a bundled “appliance” strategy. Even before that, IBM DB2 long sold much better to committed IBM accounts than as a software-only offering.
- Microsoft SQL Server is part of a stack, starting with the Windows operating system.
- Sybase was an exception to this rule, with thin(ner) stacks for both Adaptive Server Enterprise and Sybase IQ. But Sybase is now owned by SAP, and increasingly integrated as a business with …
- … SAP HANA, which is closely associated with SAP’s applications.
- Teradata has always been a hardware/software vendor. The most successful of its analytic DBMS rivals, in some order, are:
- Netezza, a pure appliance vendor, now part of IBM.
- Greenplum, an appliance-mainly vendor for most (not all) of its existence, and in particular now as a part of EMC Pivotal.
- Vertica, more of a software-only vendor than the others, but now owned by and increasingly mainstreamed into hardware vendor HP.
- MySQL’s glory years were as part of the “LAMP” stack.
- Various thin-stack RDBMS that once were or could have been important market players … aren’t. Examples include Progress OpenEdge, IBM Informix, and the various strays adopted by Actian.
The 2013 Gartner Magic Quadrant for Operational Database Management Systems is out. “Operational” seems to be Gartner’s term for what I call short-request, in each case the point being that OLTP (OnLine Transaction Processing) is a dubious term when systems omit strict consistency, and when even strictly consistent systems may lack full transactional semantics. As is usually the case with Gartner Magic Quadrants:
- I admire the raw research.
- The opinions contained are generally reasonable (especially since Merv Adrian joined the Gartner team).
- Some of the details are questionable.
- There’s generally an excessive focus on Gartner’s perception of vendors’ business skills, and on vendors’ willingness to parrot all the buzzphrases Gartner wants to hear.
- The trends Gartner highlights are similar to those I see, although our emphasis may be different, and they may leave some important ones out. (Big omission — support for lightweight analytics integrated into operational applications, one of the more genuine forms of real-time analytics.)
Anyhow: Read more
Glassbeam checked in recently, and they turn out to exemplify quite a few of the themes I’ve been writing about. For starters:
- Glassbeam has an analytic technology stack focused on poly-structured machine-generated data.
- Glassbeam partially organizes that data into event series …
- … in a schema that is modified as needed.
Glassbeam basics include:
- Founded in 2009.
- Based in Santa Clara. Back-end engineering in Bangalore.
- $6 million in angel money; no other VC.
- High single-digit customer count, …
- … plus another high single-digit number of end customers for an OEM offering a limited version of their product.
All Glassbeam customers except one are SaaS/cloud (Software as a Service), and even that one was only offered a subscription (as oppose to perpetual license) price.
So what does Glassbeam’s technology do? Glassbeam says it is focused on “machine data analytics,” specifically for the “Internet of Things”, which it distinguishes from IT logs.* Specifically, Glassbeam sells to manufacturers of complex devices — IT (most of its sales so far ), medical, automotive (aspirational to date), etc. — and helps them analyze “phone home” data, for both support/customer service and marketing kinds of use cases. As of a recent release, the Glassbeam stack can: Read more
Hortonworks did a business-oriented round of outreach, talking with at least Derrick Harris and me. Notes from my call — for which Rob Bearden didn’t bother showing up — include, in no particular order:
- Hortonworks denies advanced acquisition discussions with either Microsoft and Intel. Of course, that doesn’t exactly contradict the widespread story of Intel having made an acquisition offer. Edit: I have subsequently heard, very credibly, that the denial was untrue.
- As vendors usually do, Hortonworks denies the extreme forms of Cloudera’s suggestion that Hortonworks competitive wins relate to price slashing. But Hortonworks does believe that its license fees often wind up being lower than Cloudera’s, due especially to Hortonworks offering few extra-charge items than Cloudera.
- Hortonworks used a figure of ~75 subscription customers. Edit: That figure turns out in retrospect to have been inflated. This does not include OEM sales through, for example, Teradata, Microsoft Azure, or Rackspace. However, that does include …
- … a small number of installations hosted in the cloud — e.g. ~2 on Amazon Web Services — or otherwise remotely. Also, testing in the cloud seems to be fairly frequent, and the cloud can also be a source of data ingested into Hadoop.
- Since Hortonworks a couple of times made it seem that Rackspace was an important partner, behind only Teradata and Microsoft, I finally asked why. Answers boiled down to a Rackspace Hadoop-as-a-service offering, plus joint work to improve Hadoop-on-OpenStack.
- Other Hortonworks reseller partners seem more important in terms of helping customers consume HDP (Hortonworks Data Platform), rather than for actually doing Hortonworks’ selling for it. (This is unsurprising — channel sales rarely are a path to success for a product that is also appropriately sold by a direct force.)
- Hortonworks listed its major industry sectors as:
- Web and retailing, which it identifies as one thing.
- Health care (various subsectors).
- Financial services, which it called “competitive” in the kind of tone that usually signifies “we lose a lot more than we win, and would love to change that”.
In Hortonworks’ view, Hadoop adopters typically start with a specific use case around a new type of data, such as clickstream, sensor, server log, geolocation, or social. Read more
My clients at Aerospike are coming out with their Version 3, and as several of my clients do, have encouraged me to front-run what otherwise would be the Monday embargo.
I encourage such behavior with arguments including:
- “Nobody else is going to write in such technical detail anyway, so they won’t mind.”
- “I’ve done this before. Other writers haven’t complained.”
- “In fact, some other writers like having me go first, so that they can learn from and/or point to what I say.”
- “Hey, I don’t ask for much in the way of exclusives, but I’d be pleased if you threw me this bone.”
Aerospike 2’s value proposition, let us recall, was:
… performance, consistent performance, and uninterrupted operations …
- Aerospike’s consistent performance claims are along the lines of sub-millisecond latency, with 99.9% of responses being within 5 milliseconds, and even a node outage only borking performance for some 10s of milliseconds.
- Uninterrupted operation is a core Aerospike design goal, and the company says that to date, no Aerospike production cluster has ever gone down.
The major support for such claims is Aerospike’s success in selling to the digital advertising market, which is probably second only to high-frequency trading in its low-latency demands. For example, Aerospike’s CMO Monica Pal sent along a link to what apparently is:
- a video by a customer named Brightroll …
- … who enjoy SLAs (Service Level Agreements) such as those cited above (they actually mentioned five 9s)* …
- … at peak loads of 10-12 million requests/minute.
|Categories: Aerospike, Market share and customer counts, Memory-centric data management, NoSQL, Pricing, Web analytics||3 Comments|
Some subjects just keep coming up. And so I keep saying things like:
Most generalizations about “Big Data” are false. “Big Data” is a horrific catch-all term, with many different meanings.
Most generalizations about Hadoop are false. Reasons include:
- Hadoop is a collection of disparate things, most particularly data storage and application execution systems.
- The transition from Hadoop 1 to Hadoop 2 will be drastic.
- For key aspects of Hadoop — especially file format and execution engine — there are or will be widely varied options.
Hadoop won’t soon replace relational data warehouses, if indeed it ever does. SQL-on-Hadoop is still very immature. And you can’t replace data warehouses unless you have the power of SQL.
Note: SQL isn’t the only way to provide “the power of SQL”, but alternative approaches are just as immature.
Most generalizations about NoSQL are false. Different NoSQL products are … different. It’s not even accurate to say that all NoSQL systems lack SQL interfaces. (For example, SQL-on-Hadoop often includes SQL-on-HBase.)
I’m not having a productive week, part of the reason being a hard drive crash that took out early drafts of what were to be last weekend’s blog posts. Now I’m operating from a laptop, rather than my preferred dual-monitor set-up. So please pardon me if I’m concise even by comparison to my usual standards.
- My recent posts based on surveillance news have been partly superseded by – well, by more news. Some of that news, along with some good discussion, may be found in the comment threads.
- The same goes for my recent Hadoop posts.
- The replay for my recent webinar on real-time analytics is now available. My part ran <25 minutes.
- One of my numerous clients using or considering a “real-time analytics” positioning is Sqrrl, the company behind the NoSQL DBMS Accumulo. Last month, Derrick Harris reported on a remarkable Accumulo success story – multiple US intelligence instances managing 10s of petabytes each, and supporting a variety of analytic (I think mainly query/visualization) approaches.
- Several sources have told me that MemSQL’s Zynga sale is (in part) for Membase replacement. This is noteworthy because Zynga was the original pay-for-some-of-the-development Membase customer.
- More generally, the buzz out of Couchbase is distressing. Ex-employees berate the place; job-seekers check around and then decide not to go there; rivals tell me of resumes coming out in droves. Yes, there’s always some of that, even at obviously prospering companies, but this feels like more than the inevitable low-level buzz one hears anywhere.
- I think the predictive modeling state of the art has become:
- Cluster in some way.
- Model separately on each cluster.
- And if you still want to do something that looks like a regression – linear or otherwise – then you might want to use a tool that lets you shovel training data in WITHOUT a whole lot of preparation* and receive a model back out. Even if you don’t accept that as your final model, it can at least be a great guide to feature selection (in the statistical sense of the phrase) and the like.
- Champion/challenger model testing is also a good idea, at least if you’re in some kind of personalization/recommendation space, and have enough traffic to test like that.**
- Most companies have significant turnover after being acquired, perhaps after a “golden handcuff” period. Vertica is no longer an exception.
- Speaking of my clients at HP Vertica – they’ve done a questionable job of communicating that they’re willing to price their product quite reasonably. (But at least they allowed me to write about $2K/terabyte for hardware/software combined.)
- I’m hearing a little more Amazon Redshift buzz than I expected to. Just a little.
- StreamBase was bought by TIBCO. The rumor says $40 million.
*Basic and unavoidable ETL (Extract/Transform/Load) of course excepted.
**I could call that ABC (Always Be Comparing) or ABT (Always Be Testing), but they each sound like – well, like The Glove and the Lions.
Edit: Please see the comment thread below for updates. Please also see a follow-on post about how the surveillance data is actually used.
US government surveillance has exploded into public consciousness since last Thursday. With one major exception, the news has just confirmed what was already thought or known. So where do we stand?
My views about domestic data collection start:
- I’ve long believed that the Feds — specifically the NSA (National Security Agency) — are storing metadata/traffic data on every telephone call and email in the US. The recent news, for example Senator Feinstein’s responses to the Verizon disclosure, just confirms it. That the Feds sometimes claim this has to be “foreign” data or they won’t look at it hardly undermines my opinion.
- Even private enterprises can more or less straightforwardly buy information about every credit card purchase we make. So of course the Feds can get that as well, as the Wall Street Journal seems to have noticed. More generally, I’d assume the Feds have all the financial data they want, via the IRS if nothing else.
- Similarly, many kinds of social media postings are aggregated for anybody to purchase, or can be scraped by anybody who invests in the equipment and bandwidth. Attensity’s service is just one example.
- I’m guessing that web use data (http requests, search terms, etc.) is not yet routinely harvested by the US government.* Ditto deanonymization of same. I guess that way basically because I’ve heard few rumblings to the contrary. Further, the consumer psychographic profiles that are so valuable to online retailers might be of little help to national security analysts anyway.
- Video surveillance seems likely to grow, from fixed cameras perhaps to drones; note for example the various officials who called for more public cameras after that Boston Marathon bombing. But for the present discussion, that’s of lesser concern to me, simply because it’s done less secretively than other kinds of surveillance. If there’s a camera that can see us, often we can see it too.
*Recall that these comments are US-specific. Data retention legislation has been proposed or passed in multiple countries to require recording of, among other things, all URL requests, with the stated goal of fighting either digital piracy or child pornography.
As for foreign data: Read more
|Categories: Hadoop, HP and Neoview, Petabyte-scale data management, Pricing, Surveillance and privacy, Telecommunications, Text, Vertica Systems, Web analytics||10 Comments|
Teradata is announcing its new high-end systems, the Teradata 6700 series. Notes on that include:
- Teradata tends to get 35-55% (roughly speaking) annual performance improvements, as measured by its internal blended measure Tperf. A big part of this is exploiting new-generation Intel processors.
- This year the figure is around 40%.
- The 6700 is based on Intel’s Sandy Bridge.
- Teradata previously told me that Ivy Bridge — the next one after Sandy Bridge — could offer a performance “discontinuity”. So, while this is just a guess, I expect that next year’s Teradata performance improvement will beat this year’s.
- Teradata has now largely switched over to InfiniBand.
Teradata is also talking about data integration and best-of-breed systems, with buzzwords such as:
- Teradata Unified Data Architecture.
- Fabric-based computing, even though this isn’t really about storage.
- Teradata SQL-H.
|Categories: Data integration and middleware, Data warehouse appliances, Data warehousing, Pricing, SAS Institute, Teradata||3 Comments|