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.
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.
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.
I like LTFS (Linear Tape File System). I was hoping it would take off but it has not. And looking at its future, its significance is becoming less and less relevant. I look if Cloud has been a factor in the possible demise of LTFS in the next few years.
What is LTFS?
In a nutshell, Linear Tape File System makes LTO tapes look like a disk with a file system. It takes a tape and divides it into 2 partitions:
Index Partition (XML Index Schema with file names, metadata and attributes details)
Data Partition (where the data resides)
Diagram from https://www.snia.org/sites/default/orig/SDC2011/presentations/tuesday/DavidPease_LinearTape_File_System.pdf
It has a File System module which is implemented in supported OS of Unix/Linux, MacOS and Windows. And the mounted file system “tape partition” shows up as a drive or device.
There were many attempts to kill off tapes and so far, none has been successful.
[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]
[Preamble: I have been invited by Commvault via GestaltIT as a delegate to their Commvault GO conference from Oct 9-11, 2018 in Nashville, TN, USA. My expenses, travel and accommodation are paid by Commvault, 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]
I am a delegate of Commvault GO 2018 happening now in Nashville, Tennessee. I was also a delegate of Commvault GO 2017 held at National Harbor, Washington D.C. Because of scheduling last year, I only managed to stay about a day and a half before flying off to the West Coast. This year I was given the opportunity to experience the full conference at Commvault GO 2018. And I was able to savour the energy, the mindset and the culture of Commvault this time around.
Make no mistakes folks, BIG THINGS are happening with Commvault. I can feel it with their people, with their partners and their customers at the GO conference. How so?
For one, Commvault is making big changes, from People, Process, Pricing, Products and Perception (that’s 5 Ps). Starting with Products, they have consolidated from 20+ products into 4, and simplifying the perception of how the industry sees Commvault. The diagram below shows the 4 products portfolio.
[Preamble: I will be a delegate of Storage Field Day 14. My expenses, travel and accommodation are paid for by GestaltIT, the organizer and I am not obligated to blog or promote the technologies presented in this event]
I am off to the US again next Monday. I am attending Storage Field Day 14 and it will be a 20+ hour long haul flight. But this SFD has a special twist, because I will be Washington DC first for Commvault GO 2017 conference. And I can’t wait.
My first encounter with Commvault goes way back in early 2001. I recalled they had their Galaxy version but in terms of market share, they were relatively small compared to Veritas and IBM at the time. I was with NetApp back then, and customers in Malaysia hardly heard of them, except for the people in Shell IT International (SITI). For those of us in the industry, we all knew that SITI worldwide had an exclusive Commvault fork just for them.
A recent report intrigued me. Given the recent uprising of data, data and more data, things are getting a bit absurd about the voluminous data we are collecting and storing. The flip is that we might need all these data for analytics and getting more insight from the data.
The Veritas Darkberg report revealed that a very large percentage of the data collected and stored by organizations are useless data, unknown and unused. I captured a snapshot of the report below:
From the screenshot above, it shows 54% of the landscape surveyed is dark data, unseen and clogging up the storage. And in an instance, the Darkberg (cross of “Dark” and “Iceberg”) report knocked a lot of sense into this whole data acquisition frenzy we are going through right now.