Basho and Riak
Analysis and discussion of Basho Technologies and the open source project Riak it sponsors.
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|
The Spark buzz keeps increasing; almost everybody I talk with expects Spark to win big, probably across several use cases.
Disclosure: I’ll soon be in a substantial client relationship with Databricks, hoping to improve their stealth-mode marketing.
The “real-time analytics” gold rush I called out last year continues. A large fraction of the vendors I talk with have some variant of “real-time analytics” as a central message.
Hadapt laid off its sales and marketing folks, and perhaps some engineers as well. In a nutshell, Hadapt’s approach to SQL-on-Hadoop wasn’t selling vs. the many alternatives, and Hadapt is doubling down on poly-structured data*/schema-on-need.
*While Hadapt doesn’t to my knowledge use the term “poly-structured data”, some other vendors do. And so I may start using it more myself, at least when the poly-structured/multi-structured distinction actually seems significant.
WibiData is partnering with DataStax, WibiData is of course pleased to get access to Cassandra’s user base, which gave me the opportunity to ask why they thought Cassandra had beaten HBase in those accounts. The answer was performance and availability, while Cassandra’s traditional lead in geo-distribution wasn’t mentioned at all.
Disclosure: My fingerprints are all over that deal.
In other news, WibiData has had some executive departures as well, but seems to be staying the course on its strategy. I continue to think that WibiData has a really interesting vision about how to do large-data-volume interactive computing, and anybody in that space would do well to talk with them or at least look into the open source projects WibiData sponsors.
I encountered another apparently-popular machine-learning term — bandit model. It seems to be glorified A/B testing, and it seems to be popular. I think the point is that it tries to optimize for just how much you invest in testing unproven (for good or bad) alternatives.
I had an awkward set of interactions with Gooddata, including my longest conversations with them since 2009. Gooddata is in the early days of trying to offer an all-things-to-all-people analytic stack via SaaS (Software as a Service). I gather that Hadoop, Vertica, PostgreSQL (a cheaper Vertica alternative), Spark, Shark (as a faster version of Hive) and Cassandra (under the covers) are all in the mix — but please don’t hold me to those details.
I continue to think that computing is moving to a combination of appliances, clusters, and clouds. That said, I recently bought a new gaming-class computer, and spent many hours gaming on it just yesterday.* I.e., there’s room for general-purpose workstations as well. But otherwise, I’m not hearing anything that contradicts my core point.
*The last beta weekend for The Elder Scrolls Online; I loved Morrowind.
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
My clients at Couchbase checked in.
- After multiple delays, Couchbase 2.0 is well into beta, with general availability being delayed by the holiday season as much as anything else.
- Couchbase (the company) now has >350 subscription customers, almost all for Couchbase (the product) — which is to say for what was known as Membase, which is basically a persistent version of Memcached.
- There also are many users of open source Couchbase, most famously LinkedIn.
- Orbitz is a much-mentioned flagship paying Couchbase customer.
- Couchbase customers mainly seem to be replacing a caching layer, Memcached or otherwise.
- Couchbase headcount is just under 100.
The big changes in Couchbase 2.0 versus the previous (1.8.x) version are:
- JSON storage, including secondary indexes.
- Multi-data-center replication.
- A back-end change from SQLite to a heavily forked version of CouchDB, called Couchstore.
Couchbase 2.0 is upwards-compatible with prior versions of Couchbase (and hence with Memcached), but not with CouchDB.
Technology notes on Couchbase 2.0 include: Read more
|Categories: Basho and Riak, Cache, Cassandra, Clustering, Couchbase, MapReduce, Market share and customer counts, MongoDB, NoSQL, Open source, Structured documents||5 Comments|
I checked in with James Phillips for a Couchbase update, and I understand better what’s going on. In particular:
- Give or take minor tweaks, what I wrote in my August, 2010 Couchbase updates still applies.
- Couchbase now and for the foreseeable future has one product line, called Couchbase.
- Couchbase 2.0, the first version of Couchbase (the product) to use CouchDB for persistence, has slipped …
- … because more parts of CouchDB had to be rewritten for performance than Couchbase (the company) had hoped.
- Think mid-year or so for the release of Couchbase 2.0, hopefully sooner.
- In connection with the need to rewrite parts of CouchDB, Couchbase has:
- Gotten out of the single-server CouchDB business.
- Donated its proprietary single-sever CouchDB intellectual property to the Apache Foundation.
- The 150ish new customers in 2011 Couchbase brags about are real, subscription customers.
- Couchbase has 60ish people, headed to >100 over the next few months.
|Categories: Basho and Riak, Cassandra, Couchbase, CouchDB, DataStax, Market share and customer counts, MongoDB, NoSQL, Open source, Parallelization, Web analytics, Zynga||6 Comments|
Last week I visited with James Phillips of Couchbase, Max Schireson and Eliot Horowitz of 10gen, and Todd Lipcon, Eric Sammer, and Omer Trajman of Cloudera. I guess it’s time for a round-up NoSQL post.
Views of the NoSQL market horse race are reasonably consistent, with perhaps some elements of “Where you stand depends upon where you sit.”
- As James tells it, NoSQL is simply a three-horse race between Couchbase, MongoDB, and Cassandra.
- Max would include HBase on the list.
- Further, Max pointed out that metrics such as job listings suggest MongoDB has the most development activity, and Couchbase/Membase/CouchDB perhaps have less.
- The Cloudera guys remarked on some serious HBase adopters.*
- Everybody I spoke with agreed that Riak had little current market presence, although some Basho guys could surely be found who’d disagree.
|Categories: Basho and Riak, Cassandra, Cloudera, Clustering, Couchbase, HBase, Market share and customer counts, MongoDB, NoSQL, Open source, Oracle, Parallelization||12 Comments|
I decided I needed some Couchbase drilldown, on business and technology alike, so I had solid chats with both CEO Bob Wiederhold and Chief Architect Dustin Sallings. Pretty much everything I wrote at the time Membase and CouchOne merged to form Couchbase (the company) still holds up. But I have more detail now.
Context for any comments on customer traction includes:
- Membase went into limited production release in October, and full release in January. Similar things are true of CouchDB.
- Hence, most sales of Couchbase’s products have been made over the past 6 months.
- Couchbase (the merged product) is at this point only in a pre-production developer’s release.
- Couchbase has both a direct sales force and a classic open-source “funnel”-based online selling model. Naturally, Couchbase’s understanding of what its customers are doing is more solid with respect to the direct sales base.
- Most of Couchbase’s revenue to date seems to have come from a limited number of big-ticket “lighthouse” accounts (as opposed to, say, the larger number of smaller deals that come in through the online funnel).
- Most Membase purchases are for new applications, as opposed to memcached migrations. However, customers are the kinds of companies that probably also are using memcached elsewhere.
- Most other Membase purchases are replacements for the Membase/MySQL combination. Bob says those are easy sales with short sales cycles.
- Pure memcached support is a small but non-zero business for Couchbase, and a fine source of upsell opportunities.
- In the pipeline but not so much yet in the customer base are SaaS vendors and the like who use and may want to replace traditional DBMS such as Oracle. Other than among those, Couchbase doesn’t compete much yet with Oracle et al.
- Pure CouchDB isn’t all that much of a business, at least relative to community size, as CouchDB is a single-server product commonly used by people who are content not to pay for support.
Membase sales are concentrated in five kinds of internet-centric companies, which in declining order are: Read more
The company Northscale that makes the product Membase is now the company Membase that makes the product Membase. Good. Also, the product Membase has now gone GA.
|Categories: Basho and Riak, Cache, Couchbase, memcached, Memory-centric data management, NoSQL||4 Comments|
Since posting last Wednesday morning that I’m looking into NoSQL and HVSP, I’ve had a lot of conversations, including with (among others):
- Dwight Merriman of 10gen (MongoDB)
- Damien Katz of Couchio (CouchDB)
- Matt Pfeil of Riptano (Cassandra)
- Todd Lipcon of Cloudera (HBase committer)
- Tony Falco of Basho (Riak)
- John Busch of Schooner
- Ori Herrnstadt of Akiban