Blitzscaling has been on my mind a lot. Ever since I discovered that word a while back, it has returned time and time again to fill my thoughts. In the wake of COVID-19, and in the mire of this devastating pandemic, isblitzscaling still the right strategy for this generation of storage technology, hyperconverged, data management and cloud storage startups?
Blitzscaling is about hyper growing, scaling ultra fast and rocketing to escape velocity, at the expense of things like management efficiency, financial prudence, profits and others. While this blog focuses on storage companies, blitzscaling is probably most recognizable in the massive expansion of Uber (and contraction) a few years ago. In the US, the ride hailing war is between Uber and Lyft, but over here in South East Asia, just a few years back, it was between Uber and Grab. In China it was Uber and Didi.
From the storage angle, 2 segments exemplified the blitzscaling culture between 2015 and 2020.
When the elephant rumbles in the jungle, the whole village takes notice. That was what happened 2 weeks ago when Commvault® announced their multi-year agreement to place Metallic™ into deeper integration with Microsoft® Azure. This strategic partnership will consummate several key areas between the 2 companies, which are Engineering, Go To Market (GTM) and Sales.
The “low hanging fruit” move is of course the tight(er) integration with Microsoft® Azure Blob Storage but the more exciting anticipation is “What else is next“.
An O’Reilly® Media Cloud Adoption survey in January and February 2020 (just before the COVID-19 pandemic) revealed that 25% of the respondents “said that their companies plan to move all of their applications to a cloud context in the next year“. This is no coincidence. It is now Cloud First; Cloud Next; Cloud Big.