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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Storage Performance Considerations for AI Data Paths

The hype of Deep Learning (DL), Machine Learning (ML) and Artificial Intelligence (AI) has reached an unprecedented frenzy. Every infrastructure vendor from servers, to networking, to storage has a word to say or play about DL/ML/AI. This prompted me to explore this hyped ecosystem from a storage perspective, notably from a storage performance requirement point-of-view.

One question on my mind

There are plenty of questions on my mind. One stood out and that is related to storage performance requirements.

Reading and learning from one storage technology vendor to another, the context of everyone’s play against their competitors seems to be  “They are archaic, they are legacy. Our architecture is built from ground up, modern, NVMe-enabled“. And there are more juxtaposing, but you get the picture – “We are better, no doubt“.

Are the data patterns and behaviours of AI different? How do they affect the storage design as the data moves through the workflow, the data paths and the lifecycle of the AI ecosystem?

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VAST Data must be something special

[Preamble: I have been invited by GestaltIT as a delegate to their Tech Field Day for Storage Field Day 18 from Feb 27-Mar 1, 2019 in the Silicon Valley USA. My expenses, travel and accommodation were covered by GestaltIT, the organizer and I was not obligated to blog or promote their technologies presented at this event. The content of this blog is of my own opinions and views]

Vast Data coming out bash!

The delegates of Storage Field Days were always the lucky bunch. We have witnessed several storage technology companies coming out of stealth at these Tech Field Days. The recent ones in memory for me were Excelero and Hammerspace. But to have one where the venerable storage doyen, Mr. Howard Marks, Vast Data new tech evangelist, to introduce the deep dive of Vast Data technology was something special.

For those who knew Howard, he is fiercely independent, very storage technology smart, opinionated and not easily impressed. As a storage technology connoisseur myself, I believe Howard must have seen something special in Vast Data. They must be doing something extremely unique and impressive that someone like Howard could not resist, and made him jump to the vendor side. This sets the tone of my blog.

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