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.
Much of modern analytic technology deals with what might be called an entity-centric sequence of events. For example:
- You receive and open various emails.
- You click on and look at various web sites and pages.
- Specific elements are displayed on those pages.
- You study various products, and even buy some.
Analytic questions are asked along the lines “Which sequences of events are most productive in terms of leading to the events we really desire?”, such as product sales. Another major area is sessionization, along with data preparation tasks that boil down to arranging data into meaningful event sequences in the first place.
A number of my clients are focused on such scenarios, including WibiData, Teradata Aster (e.g. via nPath), Platfora (in the imminent Platfora 3), and others. And so I get involved in naming exercises. The term entity-centric came along a while ago, because “user-centric” is too limiting. (E.g., the data may not be about a person, but rather specifically about the actions taken on her mobile device.) Now I’m adding the term event series to cover the whole scenario, rather than the “event sequence(s)” I might appear to have been hinting at above.
I decided on “event series” earlier this week, after noting that: Read more
|Categories: Aster Data, Business intelligence, Data warehousing, EAI, EII, ETL, ELT, ETLT, Platfora, Predictive modeling and advanced analytics, Teradata, Vertica Systems, Web analytics, WibiData||10 Comments|
My clients at WibiData:
- Think they’re an application software company …
- … but actually are talking about what I call analytic application subsystems.
- Haven’t announced or shipped any of those either …
- … but will shortly.
- Have meanwhile shipped some cool enabling technology.
- Name their products after sushi restaurants.
Yeah, I like these guys.
If you’re building an application that “obviously” calls for a NoSQL database, and which has a strong predictive modeling aspect, then WibiData has thought more cleverly about what you need than most vendors I can think of. More precisely, WibiData has thought cleverly about your data management, movement, crunching, serving, and integration. For pure modeling sophistication, you should look elsewhere — but WibiData will gladly integrate with or execute those models for you.
WibiData’s enabling technology, now called Kiji, is a collection of modules, libraries, and so on — think Spring — running over Hadoop/HBase. Except for some newfound modularity, it is much like what I described at the time of WibiData’s launch or what WibiData further disclosed a few months later. Key aspects include:
- A way to define schemas in HBase, including ones that change as rapidly as consumer-interaction applications require.
- An analytic framework called “Produce/Gather”, which can execute at human real-time speeds (via its own execution engine) or with higher throughput in batch mode (by invoking Hadoop MapReduce).
- Enough load capabilities, Hive interaction, and so on to get data into the proper structure in Kiji in the first place.
|Categories: Hadoop, HBase, NoSQL, Open source, Predictive modeling and advanced analytics, WibiData||4 Comments|
I talk with a lot of companies, and repeatedly hear some of the same application themes. This post is my attempt to collect some of those ideas in one place.
1. So far, the buzzword of the year is “real-time analytics”, generally with “operational” or “big data” included as well. I hear variants of that positioning from NewSQL vendors (e.g. MemSQL), NoSQL vendors (e.g. AeroSpike), BI stack vendors (e.g. Platfora), application-stack vendors (e.g. WibiData), log analysis vendors (led by Splunk), data management vendors (e.g. Cloudera), and of course the CEP industry.
Yeah, yeah, I know — not all the named companies are in exactly the right market category. But that’s hard to avoid.
Why this gold rush? On the demand side, there’s a real or imagined need for speed. On the supply side, I’d say:
- There are vast numbers of companies offering data-management-related technology. They need ways to differentiate.
- Doing analytics at short-request speeds is an obvious data-management-related challenge, and not yet comprehensively addressed.
2. More generally, most of the applications I hear about are analytic, or have a strong analytic aspect. The three biggest areas — and these overlap — are:
- Customer interaction
- Network and sensor monitoring
- Game and mobile application back-ends
Also arising fairly frequently are:
- Algorithmic trading
- Risk measurement
- Law enforcement/national security
- Stakeholder-facing analytics
I’m hearing less about quality, defect tracking, and equipment maintenance than I used to, but those application areas have anyway been ebbing and flowing for decades.
WibiData is essentially on the trajectory:
- Started with platform-ish technology.
- Selling analytic application subsystems, focused for now on personalization.
- Hopeful of selling complete analytic applications in the future.
The same, it turns out, is true of Causata.* Talking with them both the same day led me to write this post. Read more
|Categories: Hadapt, HBase, Market share and customer counts, PivotLink, Predictive modeling and advanced analytics, WibiData||4 Comments|
Imagine a website whose purpose is to encourage consumers to take actions — for example to click on an ad, click on the next page, or actually make a purchase. Best practices for such a site include:
- An ever-evolving user experience, informed by — among other factors — creativity, brand identity, the vendor’s evolving product line itself, and …
- … predictive modeling.
- Personalization based on predictive modeling.
Those predictive models themselves will keep changing, because:
- Organizations learn.
- Consumer tastes change.
- More or different kinds of data keep becoming available.
In that situation, what would it mean to offer the website owner a predictive modeling “application”? Read more
I recently proposed a 2×2 matrix of BI use cases:
- Is there an operational business process involved?
- Is there a focus on root cause analysis?
Let me now introduce another 2×2 matrix of analytic scenarios:
- Is there a compelling need for super-fresh data?
- Who’s consuming the results — humans or machines?
My point is that there are at least three different cool things people might think about when they want their analytics to be very fast:
- Fast investigative analytics — e.g., business intelligence with great query response.
- Computations on very fresh data, presented to humans — e.g. “heartbeat” graphics monitoring a network.
- Computations on very fresh data, presented back to a machine — e.g., a recommendation engine that includes makes good use of data about a user’s last few seconds of actions.
There’s also one slightly boring one that however drives a lot of important applications: Read more
|Categories: Business intelligence, Complex event processing (CEP), Games and virtual worlds, Log analysis, Predictive modeling and advanced analytics, Splunk, WibiData||4 Comments|
I visited my clients at Cloudera and Hortonworks last week, along with scads of other companies. A few of the takeaways were:
- Cloudera now has 220 employees.
- Cloudera now has over 100 subscription customers.
- Over the past year, Cloudera has more than doubled in size by every reasonable metric.
- Over half of Cloudera’s customers use HBase, vs. a figure of 18+ last July.
- Omer Trajman — who by the way has made a long-overdue official move into technical marketing — can no longer keep count of how many petabyte-scale Hadoop clusters Cloudera supports.
- Cloudera gets the majority of its revenue from subscriptions. However, professional services and training continue to be big businesses too.
- Cloudera has trained over 12,000 people.
- Hortonworks is training people too.
- Hortonworks now has 70 employees, and plans to have 100 or so by the end of this quarter.
- A number of those Hortonworks employees are executives who come from seriously profit-oriented backgrounds. Hortonworks clearly has capitalist intentions.
- Hortonworks thinks a typical enterprise Hadoop cluster has 20-50 nodes, with 50-100 already being on the large side.
- There are huge amounts of Elastic MapReduce/Hadoop processing in the Amazon cloud. Some estimates say it’s the majority of all Amazon Web Services processing.
- I met with 4 young-company clients who I regard as building vertical analytic stacks (WibiData, MarketShare, MetaMarkets, and ClearStory). All 4 are heavily dependent on Hadoop. (The same isn’t as true of older companies who built out a lot of technology before Hadoop was invented.)
- There should be more HBase information at HBaseCon on May 22.
- If MapR still has momentum, nobody I talked with has noticed.
|Categories: Amazon and its cloud, ClearStory Data, Cloud computing, Cloudera, Hadoop, HBase, Hortonworks, MapR, MapReduce, Market share and customer counts, Petabyte-scale data management, WibiData||1 Comment|
- 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
The most straightforward approach to the applications business is:
- Take general-purpose technology and think through how to apply it to a specific application domain.
- Produce packaged application software accordingly.
However, this strategy is not as successful in analytics as in the transactional world, for two main reasons:
- Analytic applications of that kind are rarely complete.
- Incomplete applications rarely sell well.
I first realized all this about a decade ago, after Henry Morris coined the term analytic applications and business intelligence companies thought it was their future. In particular, when Dave Kellogg ran marketing for Business Objects, he rattled off an argument to the effect that Business Objects had generated more analytic app revenue over the lifetime of the company than Cognos had. I retorted, with only mild hyperbole, that the lifetime numbers he was citing amounted to “a bad week for SAP”. Somewhat hoist by his own petard, Dave quickly conceded that he agreed with my skepticism, and we changed the subject accordingly.
Reasons that analytic applications are commonly less complete than the transactional kind include: Read more
|Categories: Business intelligence, Business Objects, Data mart outsourcing, Investment research and trading, Log analysis, Metamarkets and Druid, Oracle, SAP AG, SAS Institute, Web analytics, WibiData||16 Comments|