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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Veaam to boost Cloud Data Management

Cloud Data Management is a tricky word. Often vague, ambigious, how exactly would you define “Cloud Data Management“?

Fresh off the boat from Commvault GO 2019 in Denver, Colorado last week, I was invited to sample Veeam a few days ago at their Solution Day and soak into their rocketing sales in Asia Pacific, and strong market growth too. They reported their Q3 numbers this week, impressing many including yours truly.

I went to the seminar early in the morning, quite in awe of their vibrant partners and resellers activities and ecosystem compared to the tepid Commvault efforts in Malaysia over the past decade. Veeam’s presence in Malaysia is shorter than Commvault’s but they are able to garner a stronger following with partners and customers alike.

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Commvault big bet

I woke up at 2.59am in the morning of Sept 5th morning, a bit discombobulated and quickly jumped into the Commvault call. The damn alarm rang and I slept through it, but I got up just in time for the 3am call.

As I was going through the motion of getting onto UberConference, organized by GestaltIT, I was already sensing something big. In the call, Commvault was acquiring Hedvig and it hit me. My drowsy self centered to the big news. And I saw a few guys from Veritas and Cohesity on my social media group making gestures about the acquisition.

I spent the rest of the week thinking about the acquisition. What is good? What is bad? How is Commvault going to move forward? This is at pressing against the stark background from the rumour mill here in South Asia, just a week before this acquisition news, where I heard that the entire Commvault teams in Malaysia and Asia Pacific were released. I couldn’t confirm the news in Asia Pacific, but the source of the news coming from Malaysia was strong and a reliable one.

What is good?

It is a big win for Hedvig. Nestled among several scale-out primary storage vendors and little competitive differentiation, this Commvault acquisition is Hedvig’s pay day.

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NetApp and IBM gotta take risks

[Preamble: I was a delegate of Storage Field Day 15 from Mar 7-9, 2018. My expenses, travel and accommodation were paid for by GestaltIT, the organizer and I was not obligated to blog or promote the technologies presented at this event. The content of this blog is of my own opinions and views]

Storage Field Day 15 was full of technology. There were a few avant garde companies in the line-up which I liked but unfortunately NetApp and IBM were the 2 companies that came in at the least interesting end of the spectrum.

IBM presented their SpectrumProtect Plus. The data protection space, especially backup isn’t exactly my forte when it comes to solution architecture but I know enough to get by. However, as IBM presented, there were some many questions racing through my mind. I was interrupting myself so much because almost everything presented wasn’t new to me. “Wait a minute … didn’t Company X already had this?” or “Company Y had this years ago” or “Isn’t this…??

I was questioning myself to validate my understanding of the backup tech shared by the IBM SpectrumProtect Plus team. And they presented with such passion and gusto which made me wonder if I was wrong in the first place. Maybe my experience and knowledge in the backup software space weren’t good enough. But then the chatter in the SFD15 Slack channel started pouring in. Comments, unfortunately were mostly negative, and jibes became jokes. One comment, in particular, nailed it. “This is Veeam 0.2“, and then someone else downgraded to version 0.1.

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