Skip to main content

Posts

It's 1999 Again: The Bubble 2.0 And Talent Wars Of The Silicon Valley

I have been living in the Silicon Valley for a while, and sure enough I haven't forgotten the dot com days. A few days back, on my way to the San Francisco airport, I saw a billboard by aol advertising that they are cool (again!). I also observed that parking lots alongside 101 weren't that empty. I told myself "man! this does feel like 1999". The smart people - entrepreneurs, VCs, and analysts - that I talk to, tell me that we're in a bubble. They call it Bubble 2.0. Perhaps, they're right. The company valuations are through the roof. Facebook is valued around $75 billion and Color , on the launch day, had $40 million in the bank. The angel, super angel, and incubator investment deal flow is bringing all the talent to the Valley and all these young smart entrepreneurs are working on some of the coolest things that I have ever seen. But, there's a talent side that I am worried about. What this influx of easy venture capital has ensued is companies waging t...

Selling To Enterprise - Power Struggle Between IT And Line Of Business

During my several interactions with - CIOs, senior IT leaders, and Line of Business (LoB) heads - I have firsthand observed the power struggle between LoB and IT and a slow but continuous tarnish in their relationship due to cloud and SaaS offerings. IT and LoB work for the same company but they build their little and in some cases huge empires within a company. Even if the end goal of a company is to leverage technology to gain competitive advantage, they all have orthogonal goals that appear to be conflicting from the outside. In a negotiation, it's imperative to recognize that both parties never want the same thing. It's about getting to a deal that's a win-win situation. Regardless of the kind of ISV you represent and who the buyer is, I suggest you make the both - IT as well as LoB - work in your favor. The ISVs that typically face these challenges fall into one of these three categories: 1) On-premise vendors that sell into IT find it difficult to compete against SaaS...

Making The Cut To Favorite Cloud, SaaS, And Tech Bloggers

The Dealmaker Media has published a list of their favorite Cloud, SaaS, and Tech bloggers . Once again I am happy to report that I made the cut. I am also glad to see my fellow bloggers Krishnan and Zoli on this list who are the driving force behind Cloudave . I was on a similar list of top cloud, virtualization, and SaaS bloggers that they had published in the past. Under The Radar is one of the best conferences that I go to. This is the best place for disruptive start-ups to pitch an get noticed. They make a great attempt to connect entrepreneurs with investors and blogger like me. I have blogged about the disruptive early stage cloud computing start-ups as well as the disruptive start-ups in the categories of NoSQL and virtualization . Most of these start-ups have either had a good exit or have been doing well. The best example so far is Heroku's $212M exit . I met the Heroku founders at Under The Radar a couple of years back. I am looking forward to soaking up even more in...

SaaS And Inverted OEM Channels

One of the things that I love to do: keep meeting the entrepreneurs to better understand the market and the challenges that they face. Recently, I met an entrepreneur that I highly admire. His company has SaaS components that other ISVs would OEM. Let's say, you are an ISV that would OEM his components and his company goes out of business. What are your options? We had a great conversation on SaaS escrow. Turns out that there is no real good solution. There are a few SaaS escrow solutions that ensure that the customers get their data back, if the company were to go out of business, and they also offer partial business continuity solutions. However, they won't be useful in this case. One thing that he mentioned got stuck in my mind. He said, during his on-premise days (sigh!), the companies that OEMed his software wished that he goes out of business. The ISVs had his software working anyways and they won't have to pay him anymore. The same story is very different in the clou...

5 Tips To Become An Influencer On Twitter

I have been answering quite a few questions on Quora . The most recent one was " What are 5 tips to becoming an influencer on Twitter? " This post is a version of my answer on Quora. Being an "influencer" means different things to different people, but I would attempt to describe this in the most general sense. Be unique: Twitter has very low signal to noise ratio. You don't get others' attention if you cannot differentiate yourself and your contribution. Be passionate about the topics that you care for and work hard to craft high quality tweets. Go through a brutal qualifying process to discard the weak draft tweets and post the ones that are of the highest quality. Treat your Twitter account as your personal brand and think what makes any brand stand out. As Seth Godin would say, be the purple cow. Be a great blogger: Let's not forget that Twitter is still a form of blogging; a microblogging. Ask yourself what makes a great blogger? Apply those quali...

Drupal On The Cloud, Beyond Content Management

This post is co-authored by Manish Garg and Chirag Mehta Drupal is widely recognized as a great content management system, but we strongly believe that Drupal offers a lot more than that – a framework, a platform, and a set of technology – to build and run enterprise applications, specifically on the cloud. This post is an attempt to explore the benefits and potential of Drupal on the cloud. Elasticity One of the last things the customers should worry about their websites is the performance degradation due to sudden spike in the traffic. For years, the customers had to size their servers to meet the peak demand. They overpaid, and still failed to deliver on promise, at peak load. Cloud solves this elasticity problem really well, and if you are using Drupal, you automatically get the elasticity benefits, since Drupal’s modularized architecture - user management, web services, caching etc. - is designed for scale-up and scale-down on the cloud for elastic load. PaaS If Heroku’s $212 mi...

Research Report: 2011 Cloud Computing Predictions For Vendors And Solution Providers

This blog post was jointly authored by @Chirag_Mehta (Independent Blogger On Cloud Computing) and @rwang0 (Principal Analyst and CEO, Constellation Research, Inc.) Part 1 was featured on Forbes: 2011 Cloud Computing Predictions For CIO’s And Business Technology Leaders As Cloud Leaders Widen The Gap, Legacy Vendors Attempt A Fast Follow Cloud computing leaders have innovated with rapid development cycles, true elasticity, pay as you go pricing models, try before buy marketing, and growing developer ecosystems. Once dismissed as a minor blip and nuisance to the legacy incumbents, those vendors who scoffed cloud leaders now must quickly catch up across each of the four layers of cloud computing (i.e. consumption, creation, orchestration, and infrastructure) or face peril in both revenues and mindshare (see Figure 1). 2010 saw an about face from most vendors dipping their toe into the inevitable. As vendors lay on the full marketing push behind cloud in 2011, customers can expect t...