The prudence needed for storage technology companies

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, is blitzscaling still the right strategy for this generation of storage technology, hyperconverged, data management and cloud storage startups?

What the heck is Blitzscaling? 

For the uninformed, here’s a video of Reid Hoffman, co-founder of Linked and a member of the Paypal mafia, explaining Blitzscaling.

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.

  • All Flash Startups
  • Hyper Converged Infrastructure Startups

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The True Value of TrueNAS CORE

A funny thing came up on my Twitter feed last week. There was an ongoing online voting battle pitting FreeNAS™ (now shall be known as TrueNAS® CORE) against Unraid. I wasn’t aware of it before that and I would not comment about Unraid because I have no experience with the software. But let me share with you my philosophy and my thoughts why I would choose TrueNAS® CORE over Unraid and of course TrueNAS® Enterprise along with it. We have to bear in mind that TrueNAS® SCALE is in development and will soon be here next year in 2021.

The new TrueNAS CORE logo

The real proving grounds

I have been in enterprise storage for a long time. If I were to count the days I entered the industry, that was more than 28 years ago. When people talked about their first PC (personal computer), they would say Atari or Commodore 64, or something retro that was meant for home use. Not me.

My first computer I was affiliated with was a SUN SPARC®station 2 (SS2). I took it home (from the company I was working with), opened it apart, and learned about the SBUS. My computer life started with a technology that was meant for the businesses, for the enterprise. Heck, I even installed and supported a few of the Sun E10000 for 2 years when I was with Sun Microsystems. Since that SS2, my pursuit of knowledge, experience and worldview evolved around storage technologies for the enterprise.

Open source software has also always interested me. I tried a few file systems including Lustre®, that parallel file system that powered some of the world’s supercomputers and I am a certified BeeGFS® Systems Engineer too. In the end, for me, and for many, the real proving grounds isn’t on personal and home use. It is about a storage systems and an OS that are built for the enterprise.

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Whither HPC, HPE?

HPE is acquiring Cray Inc. Almost 3 years ago, HPE acquired SGI. Back in 2017, HPE partnered WekaIO, and invested big in the latest Series C funding of WekaIO just weeks ago.

Cray, SGI and WekaIO are all strong HPC technology companies. Given the strong uptick in the HPC market, especially commercial HPC, we cannot deny HPE’s ambition to become the top SuperComputing and HPC vendor in the industry. Continue reading