Three quick notes about derived data
I had one of “those” trips last week:
- 20 meetings, a number of them very multi-hour.
- A broken laptop.
- Flights that arrived 10:30ish Sunday night and left 7:00 Saturday morning.
So please pardon me if things are a bit disjointed …
I’ve argued for a while that:
- All human-generated data should be retained.
- The more important kinds of machine-generated data should be retained as well.
- Raw data isn’t enough; it’s really important to store derived data as well.
Here are a few notes on the derived data trend. Read more
| Categories: Derived data, Hadoop, Hortonworks, KXEN, Predictive modeling and advanced analytics | 8 Comments |
Our clients, and where they are located
From time to time, I disclose our vendor client lists. Another iteration is below, the first since a little over a year ago. To be clear:
- This is a list of Monash Advantage members.
- All our vendor clients are Monash Advantage members, unless …
- … we work with them primarily in their capacity as technology users. (A large fraction of our user clients happen to be SaaS vendors.)
- We do not usually disclose our user clients.
- We do not usually disclose our venture capital clients, nor those who invest in publicly-traded securities.
- Excluded from this round of disclosure is one vendor I have never written about.
- Included in this round of disclosure is one client paying for services partly in stock. All our other clients are cash-only.
For reasons explained below, I’ll group the clients geographically. Obviously, companies often have multiple locations, but this is approximately how it works from the standpoint of their interactions with me. Read more
Juggling analytic databases
I’d like to survey a few related ideas:
- Enterprises should each have a variety of different analytic data stores.
- Vendors — especially but not only IBM and Teradata — are acknowledging and marketing around the point that enterprises should each have a number of different analytic data stores.
- In addition to having multiple analytic data management technology stacks, it is also desirable to have an agile way to spin out multiple virtual or physical relational data marts using a single RDBMS. Vendors are addressing that need.
- Some observers think that the real essence of analytic data management will be in data integration, not the actual data management.
Here goes. Read more
Comments on the 2012 Forrester Wave: Enterprise Hadoop Solutions
Forrester has released its Q1 2012 Forrester Wave: Enterprise Hadoop Solutions. (Googling turns up a direct link, but in case that doesn’t prove stable, here also is a registration-required link from IBM’s Conor O’Mahony.) My comments include:
- The Forrester Wave’s relative vendor rankings are meaningless, in that the document compares apples, peaches, almonds, and peanuts. Apparently, it covers any vendor that includes a distribution of Apache Hadoop MapReduce into something it offers, and that offered at least two (not necessarily full production) references for same.
- The Forrester Wave for “enterprise Hadoop” contradicts itself on the subject of Hortonworks.
- The Forrester Wave for “enterprise Hadoop” is correct when it says “Hortonworks … has Hadoop training and professional services offerings that are still embryonic.”
- Peculiarly, the Forrester Wave for “enterprise Hadoop” also says “Hortonworks offers an impressive Hadoop professional services portfolio”. Hortonworks will likely win one or more nice partnership deals with vendors in adjacent fields, but even so its professional services capabilities are … well, a good word might be “embryonic”.
- Forrester Waves always seem to have weird implicit definitions of “data warehousing”. This one is no exception.
- Forrester gave top marks in “Functionality” to 11 of 13 “enterprise Hadoop” vendors. This seems odd.
- I don’t know why MapR, which doesn’t like HDFS (Hadoop Distributed File System), got top marks in “Subproject integration”.
- Forrester gave top marks in “Storage” to Datameer. It also gave higher marks to MapR than to EMC Greenplum, even though EMC Greenplum’s technology is a superset of MapR’s. Very strange. (Edit: Actually, as per a comment below, there is some uncertainty about the EMC/MapR relationship.)
- Forrester gave higher marks in “Acceleration and optimization” to Hortonworks than to Cloudera and IBM, and higher marks yet to Pentaho. Very odd.
- I’m not sure what Forrester is calling a “Distributed EDW file store connector”, but it sounds like something that Cloudera has provided via partnership to a number of analytic DBMS vendors.
- Forrester’s “Strategy” rankings seem to correlate to a metric of “We’re a large enough vendor to go in N directions at once”, for various values of N.
- Forrester is correct to rank Cloudera’s “Adoption” as being stronger than EMC/Greenplum’s or MapR’s. But Hortonworks’ strong mark for “Adoption” baffles me.
| Categories: Cloudera, Data warehousing, EMC, Greenplum, Hadoop, Hortonworks, MapR, MapReduce, Pentaho | 11 Comments |
Cloudera versus Hortonworks
A few weeks ago I wrote:
The other big part of Hortonworks’ story is the claim that it holds the axe in Apache Hadoop development.
and
… just how dominant Hortonworks really is in core Hadoop development is a bit unclear. Meanwhile, Cloudera people seem to be leading a number of Hadoop companion or sub-projects, including the first two I can think of that relate to Hadoop integration or connectivity, namely Sqoop and Flume. So I’m not persuaded that the “we know this stuff better” part of the Hortonworks partnering story really holds up.
Now Mike Olson — CEO of my client Cloudera — has posted his analysis of the matter, in response to an earlier Hortonworks post asserting its claims. In essence, Mike argues:
- It’s ridiculous to say any one company, e.g. Hortonworks, has a controlling position in Hadoop development.
- Such diversity is a Very Good Thing.
- Cloudera folks now contribute and always have contributed to Hadoop at a higher rate than Hortonworks folks.
- If you consider just core Hadoop projects — the most favorable way of counting from a Hadoop standpoint — Hortonworks has a lead, but not all that big of one.
| Categories: Cloudera, Hadoop, Hortonworks, MapReduce, Open source | 6 Comments |
Hadoop notes
I visited California recently, and chatted with numerous companies involved in Hadoop — Cloudera, Hortonworks, MapR, DataStax, Datameer, and more. I’ll defer further Hadoop technical discussions for now — my target to restart them is later this month — but that still leaves some other issues to discuss, namely adoption and partnering.
The total number of enterprises in the world paying subscription and license fees that they would regard as being for “Hadoop or something Hadoop-related” probably is not much over 100 right now, but I’d expect to see pretty rapid growth. Beyond that, let’s divide customers into three groups:
- Internet businesses.
- Traditional enterprises ‘ internet operations.
- Traditional enterprises’ other operations.
Hadoop vendors, in different mixes, claim to be doing well in all three segments. Even so, almost all use cases involve some kind of machine-generated data, with one exception being a credit card vendor crunching a large database of transaction details. Multiple kinds of machine-generated data come into play — web/network/mobile device logs, financial trade data, scientific/experimental data, and more. In particular, pharmaceutical research got some mentions, which makes sense, in that it’s one area of scientific research that actually enjoys fat for-profit research budgets.
| Categories: Cloudera, Hadoop, Health care, Hortonworks, Investment research and trading, Log analysis, MapR, MapReduce, Market share and customer counts, Scientific research, Web analytics | 5 Comments |
Cloudera and Hortonworks
My clients at Cloudera have been around for a while, in effect positioned as “the Hadoop company.” Their business, in a nutshell, consists of:
- Packaging up a Cloudera distribution of Apache Hadoop. This distribution doesn’t have proprietary code; it’s just packaged by Cloudera from Apache projects (with a decent minority of the code happening to have been contributed by Cloudera engineers).
- Paid subscription support for Apache Hadoop and, in connection with that …
- … proprietary software that all support customers automatically get. There are two points to this proprietary software:
- It adds value for the customer.
- It makes Cloudera’s support job easier.
- Professional services around Hadoop.
- Training and conferences around Hadoop, which probably don’t generate all that much money, but are great marketing in terms of visibility, thought leadership, and lead generation.
Hortonworks spun out of Yahoo last week, with parts of the Cloudera business model, namely Hadoop support, training, and I guess conferences. Hortonworks emphatically rules out professional services, and says that it will contribute all code back to Apache Hadoop. Hortonworks does grudgingly admit that it might get into the proprietary software business at some point — but evidently hopes that day will never actually come.
| Categories: Cloudera, Hadoop, Hortonworks, IBM and DB2, MapReduce, Open source, Yahoo | 9 Comments |
Hadoop hardware and compression
A month ago, I posted about typical Hadoop hardware. After talking today with Eric Baldeschwieler of Hortonworks, I have an update. I also learned some things from Eric and from Brian Christian of Zettaset about Hadoop compression.
First the compression part. Eric thinks 6-10X compression is common for “curated” Hadoop data — i.e., the data that actually gets used a lot. Brian used an overall figure of 6-8X, and told of a specific customer who had 6X or a little more. By way of comparison, it sounds as if the kinds of data involved are like what Vertica claimed 10-60X compression for almost three years ago.
Eric also made an excellent point about low-value machine-generated data. I was suggesting that as Moore’s Law made sensor networks ever more affordable: Read more
| Categories: Cloudera, Database compression, Hadoop, Hortonworks, Storage, Vertica Systems, Zettaset | 10 Comments |