Using legal threats as an extension of your marketing is a bad idea. At least, it’s a bad idea in the United States, where such tactics are unlikely to succeed, and are apt to backfire instead. Splunk seems to actually have had some limited success intimidating Sumo Logic. But it tried something similar against Rocana, and I was set up to potentially be collateral damage. I don’t think that’s working out very well for Splunk.
Specifically, Splunk sent a lawyer letter to Rocana, complaining about a couple of pieces of Rocana marketing collateral. Rocana responded publicly, and posted both the Splunk letter and Rocana’s lawyer response. The Rocana letter eviscerated Splunk’s lawyers on matters of law, clobbered them on the facts as well, exposed Splunk’s similar behavior in the past, and threw in a bit of snark at the end.
Now I’ll pile on too. In particular, I’ll note that, while Splunk wants to impose a duty of strict accuracy upon those it disagrees with, it has fewer compunctions about knowingly communicating falsehoods itself.
1. Splunk’s letter insinuates that Rocana might have paid me to say what I blogged about them. Those insinuations are of course false.
Splunk was my client for a lot longer, and at a higher level of annual retainer, than Rocana so far has been. Splunk never made similar claims about my posts about them. Indeed, Splunk complained that I did not write about them often or favorably enough, and on at least one occasion seemed to delay renewing my services for that reason.
2. Similarly, Splunk’s letter makes insinuations about quotes I gave Rocana. But I also gave at least one quote to Splunk when they were my client. As part of the process — and as is often needed — I had a frank and open discussion with them about my quote policies. So Splunk should know that their insinuations are incorrect.
3. Splunk’s letter actually included the sentences Read more
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|
- My client Rocana is the renamed ScalingData, where Rocana is meant to signify ROot Cause ANAlysis.
- Rocana was founded by Omer Trajman, who I’ve referenced numerous times in the past, and who I gather is a former boss of …
- … cofounder Eric Sammer.
- Rocana recently told me it had 35 people.
- Rocana has a very small number of quite large customers.
Rocana portrays itself as offering next-generation IT operations monitoring software. As you might expect, this has two main use cases:
- Actual operations — figuring out exactly what isn’t working, ASAP.
Rocana’s differentiation claims boil down to fast and accurate anomaly detection on large amounts of log data, including but not limited to:
- The sort of network data you’d generally think of — “everything” except packet-inspection stuff.
- Firewall output.
- Database server logs.
- Point-of-sale data (at a retailer).
- “Application data”, whatever that means. (Edit: See Tom Yates’ clarifying comment below.)
|Categories: Business intelligence, Hadoop, Log analysis, Market share and customer counts, Petabyte-scale data management, Predictive modeling and advanced analytics, Pricing, Rocana, Splunk, Web analytics||1 Comment|
It’s difficult to project the rate of IT change in health care, because:
- Health care is suffused with technology — IT, medical device and biotech alike — and hence has the potential for rapid change. However, it is also the case that …
- … health care is heavily bureaucratic, political and regulated.
Timing aside, it is clear that health care change will be drastic. The IT part of that starts with vastly comprehensive electronic health records, which will be accessible (in part or whole as the case may be) by patients, care givers, care payers and researchers alike. I expect elements of such records to include:
- The human-generated part of what’s in ordinary paper health records today, but across a patient’s entire lifetime. This of course includes notes created by doctors and other care-givers.
- Large amounts of machine-generated data, including:
- The results of clinical tests. Continued innovation can be expected in testing, for reasons that include:
- Most tests exploit electronic technology. Progress in electronics is intense.
- Biomedical research is itself intense.
- In particular, most research technologies (for example gene sequencing) can be made cheap enough over time to be affordable clinically.
- The output of consumer health-monitoring devices — e.g. Fitbit and its successors. The buzzword here is “quantified self”, but what it boils down to is that every moment of our lives will be measured and recorded.
- The results of clinical tests. Continued innovation can be expected in testing, for reasons that include:
These vastly greater amounts of data cited above will allow for greatly changed analytics.
- 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.
7-10 years ago, I repeatedly argued the viewpoints:
- Relational DBMS were the right choice in most cases.
- Multiple kinds of relational DBMS were needed, optimized for different kinds of use case.
- There were a variety of specialized use cases in which non-relational data models were best.
Since then, however:
- Hadoop has flourished.
- NoSQL has flourished.
- Graph DBMS have matured somewhat.
- Much of the action has shifted to machine-generated data, of which there are many kinds.
So it’s probably best to revisit all that in a somewhat organized way.
Most IT innovation these days is focused on machine-generated data (sometimes just called “machine data”), rather than human-generated. So as I find myself in the mood for another survey post, I can’t think of any better idea for a unifying theme.
1. There are many kinds of machine-generated data. Important categories include:
- Web, network and other IT logs.
- Game and mobile app event data.
- CDRs (telecom Call Detail Records).
- “Phone-home” data from large numbers of identical electronic products (for example set-top boxes).
- Sensor network output (for example from a pipeline or other utility network).
- Vehicle telemetry.
- Health care data, in hospitals.
- Digital health data from consumer devices.
- Images from public-safety camera networks.
- Stock tickers (if you regard them as being machine-generated, which I do).
That’s far from a complete list, but if you think about those categories you’ll probably capture most of the issues surrounding other kinds of machine-generated data as well.
2. Technology for better information and analysis is also technology for privacy intrusion. Public awareness of privacy issues is focused in a few areas, mainly: Read more
The genesis of this post is that:
- Hortonworks is trying to revitalize the Apache Storm project, after Storm lost momentum; indeed, Hortonworks is referring to Storm as a component of Hadoop.
- Cloudera is talking up what I would call its human real-time strategy, which includes but is not limited to Flume, Kafka, and Spark Streaming. Cloudera also sees a few use cases for Storm.
- This all fits with my view that the Current Hot Subject is human real-time data freshness — for analytics, of course, since we’ve always had low latencies in short-request processing.
- This also all fits with the importance I place on log analysis.
- Cloudera reached out to talk to me about all this.
Of course, we should hardly assume that what the Hadoop distro vendors favor will be the be-all and end-all of streaming. But they are likely to at least be influential players in the area.
In the parts of the problem that Cloudera emphasizes, the main tasks that need to be addressed are: Read more
|Categories: Cloudera, Complex event processing (CEP), Data warehousing, EAI, EII, ETL, ELT, ETLT, Hadoop, Health care, Hortonworks, Log analysis, Specific users, Splunk, Web analytics||6 Comments|
I’ve talked with many companies recently that believe they are:
- Focused on building a great data management and analytic stack for log management …
- … unlike all the other companies that might be saying the same thing …
- … and certainly unlike expensive, poorly-scalable Splunk …
- … and also unlike less-focused vendors of analytic RDBMS (which are also expensive) and/or Hadoop distributions.
At best, I think such competitive claims are overwrought. Still, it’s a genuinely important subject and opportunity, so let’s consider what a great log management and analysis system might look like.
Much of this discussion could apply to machine-generated data in general. But right now I think more players are doing product management with an explicit conception either of log management or event-series analytics, so for this post I’ll share that focus too.
A short answer might be “Splunk, but with more analytic functionality and more scalable performance, at lower cost, plus numerous coupons for free pizza.” A more constructive and bottoms-up approach might start with: Read more
A significant fraction of IT professional services industry revenue comes from data integration. But as a software business, data integration has been more problematic. Informatica, the largest independent data integration software vendor, does $1 billion in revenue. INFA’s enterprise value (market capitalization after adjusting for cash and debt) is $3 billion, which puts it way short of other category leaders such as VMware, and even sits behind Tableau.* When I talk with data integration startups, I ask questions such as “What fraction of Informatica’s revenue are you shooting for?” and, as a follow-up, “Why would that be grounds for excitement?”
*If you believe that Splunk is a data integration company, that changes these observations only a little.
On the other hand, several successful software categories have, at particular points in their history, been focused on data integration. One of the major benefits of 1990s business intelligence was “Combines data from multiple sources on the same screen” and, in some cases, even “Joins data from multiple sources in a single view”. The last few years before application servers were commoditized, data integration was one of their chief benefits. Data warehousing and Hadoop both of course have a “collect all your data in one place” part to their stories — which I call data mustering — and Hadoop is a data transformation tool as well.