Been quite a ride to watch, feels like a surprise every couple of years!
Looking ahead, on the one side, we're seeing a privately hosted (on-prem + cloud) revival due to multicloud / lockin distrust + extreme cloud markup for AI/ML (GPUs etc) on the other, and for cloud, insane 30-50% YoY growth rates even at $B scales. On the other, I'm not sure how that lines up w/ Cloudera's current products and the investment team's R&D/M&A appetite
It also makes me wonder what is the value of being in n-th place. We're reviewing which new connectors to prioritize for our own viz tool dev, and cloud-native offerings like snowflake/databricks/redshift are generally ahead of on-prem ones, and we're not the only ones. So what's the value of current growth, and of paying premiums to leap frog (ML, GPUs, etc.), esp. when you have the kind of footprint cloudera earned?
Looking ahead, on the one side, we're seeing a privately hosted (on-prem + cloud) revival due to multicloud / lockin distrust + extreme cloud markup for AI/ML (GPUs etc) on the other, and for cloud, insane 30-50% YoY growth rates even at $B scales. On the other, I'm not sure how that lines up w/ Cloudera's current products and the investment team's R&D/M&A appetite
It also makes me wonder what is the value of being in n-th place. We're reviewing which new connectors to prioritize for our own viz tool dev, and cloud-native offerings like snowflake/databricks/redshift are generally ahead of on-prem ones, and we're not the only ones. So what's the value of current growth, and of paying premiums to leap frog (ML, GPUs, etc.), esp. when you have the kind of footprint cloudera earned?