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Red Hat to Acquire CoreOS

redhat.com

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Re: Red Hat to Acquire CoreOS

#151
It's all about Openshift. Redhat developers have actively contributed to Kubernetes for about two years now.

Now they'll own the entire stack and have a great integration story for enterprises. Even though containers have been around 3+ year's in the form of docker, corporations still don't have a scooby on how to integrate their existing deployment and development workflows.

Re: Red Hat to Acquire CoreOS

#152
I started learning about containerization just this week. I didn't even know there were other popular alternatives to docker. So from what I gather, coreOS/rkt is an alternative to alpine/docker, with kubernetes instead of docker swarm as their primary orchestration solution?

Re: Red Hat to Acquire CoreOS

#153

This is a good move for CoreOS and Red Hat, I think. I've thought for a while that the platform market would shake out and be left with one and at most two winners. Previously we saw Deis fold into Microsoft and now CoreOS into Red Hat. I expect that Docker will run independently for another few years before their investors realise it's time to push for an acquisition exit, but it's unclear by whom. I figure Heptio w…

Hadn't thought of it from this angle. Docker's only chance of survival is to have a cross platform container. Something that works on Windows and Linux.

Perhaps Docker's only play is to fold into Microsoft to achieve a cross platform solution. Microsoft does have Brendan Burns now.

Re: Red Hat to Acquire CoreOS

#154

It's all about Openshift. Redhat developers have actively contributed to Kubernetes for about two years now. Now they'll own the entire stack and have a great integration story for enterprises. Even though containers have been around 3+ year's in the form of docker, corporations still don't have a scooby on how to integrate their existing deployment and development workflows.

> Now they'll own the entire stack and have a great integration story for enterprises. Even though containers have been around 3+ year's in the form of docker, corporations still don't have a scooby on how to integrate their existing deployment and development workflows.

I second this. If its a legacy stack, enterprises struggle to fully containerize their apps and commit to deploying with a container orchestration layer like OpenShift or Kubernetes. IMHO, we need more enterprises to get over this barrier, than view it as a passion project by over eager devops' teams...

Re: Red Hat to Acquire CoreOS

#155

I started learning about containerization just this week. I didn't even know there were other popular alternatives to docker. So from what I gather, coreOS/rkt is an alternative to alpine/docker, with kubernetes instead of docker swarm as their primary orchestration solution?

no. there is no clear distinction like that with coreOS.

Its just one of the distributions that try to be a ... docker hypervisor for lack of a better term.

It tries to be a tiny distribution for the sole purpose of letting you use a docker daemon.

a direct competitor would be RancherOS

/edit: furthermore, the kubernetes docker daemon is (afaik) a fork from the original docker and predates docker swarm by a long time. It was the only way to really scale with docker back then. Docker Swarm seems to be a viable alternative at this point, however. And honestly, its way easier to use from my experience.

Re: Red Hat to Acquire CoreOS

#156
post #102

Earlier quoted context omitted.

It's worse than that, their series B valuation was closer to $300M. Great for the founders, hopefully great for the team, solid for early investors. Disappointing for latest investors, but shit happens - and the best investors understand the long-term value of graciously allowing the founders to follow their heart, even at the cost of a short-term disappointment.

Can you explain how you arrived this number? What sources and formula did you use? I'm no questioning it, I am generally curious. Thanks.

I got the number the same way journalists get any funding number: by talking to some of the many people involved in the deal. Funding terms are notoriously hard to keep secret in Silicon Valley, because everybody talks.

Re: Red Hat to Acquire CoreOS

#157
post #96

Earlier quoted context omitted.

> this is a good move by Red Hat to position themselves with rkt Red Hat does not give a damn about rkt. They care about Kubernetes, specifically establishing and consolidating a dominant position in upstream kubernetes development. CoreOS helps them do that. rkt on the other hand is a dead project and completely useless to Red Hat. > Google, on the other hand, doesn't need Docker to plug any holes in their go to mar…

> They have no clue how to sell to enterprises, and because of that they are falling behind AWS and Microsoft in the cloud market. One could argue the same about AWS for a long time. They’re still lumpy depending on the region. Google has gotten way better in this regard, and are hiring like mad. I wouldn’t presume the above is true any longer. Microsoft on the other hand can sell, but Azure is flaky. Google’s main l…

> One could argue the same about AWS for a long time

Yes, and it took them years to get it right. Which means Google is years behind, and doesn't have the benefit of a forgiving early market.

> Google has gotten way better in this regard, and are hiring like mad. I wouldn’t presume the above is true any longer.

Let's hope so for their sake. Personally I'll believe it when I see it. You can hire all the sales reps you want... If your top leadership doesn't understand or respect enterprise buyers, or know how to scale the entreprise distribution "machine", then it won't matter.

I've spoken to several enterprise IT buyers - commanding billions of dollars in aggregate budget - comparing the benefits of AWS and Azure. When I asked them "what about Google Cloud", the room burst out laughing. This happened several times.

Re: Red Hat to Acquire CoreOS

#158

This is a good move for CoreOS and Red Hat, I think. I've thought for a while that the platform market would shake out and be left with one and at most two winners. Previously we saw Deis fold into Microsoft and now CoreOS into Red Hat. I expect that Docker will run independently for another few years before their investors realise it's time to push for an acquisition exit, but it's unclear by whom. I figure Heptio w…

Hadn't thought of it from this angle. Docker's only chance of survival is to have a cross platform container. Something that works on Windows and Linux. Perhaps Docker's only play is to fold into Microsoft to achieve a cross platform solution. Microsoft does have Brendan Burns now.

Didn't Docker announce Windows support years ago?

Re: Red Hat to Acquire CoreOS

#159

This is a good move for CoreOS and Red Hat, I think. I've thought for a while that the platform market would shake out and be left with one and at most two winners. Previously we saw Deis fold into Microsoft and now CoreOS into Red Hat. I expect that Docker will run independently for another few years before their investors realise it's time to push for an acquisition exit, but it's unclear by whom. I figure Heptio w…

I agree that this is a good move by Red Hat to position themselves with rkt and Quay ahead of Docker going to Microsoft (who will pay a premium to try to put this genie back into the bottle) Given their self-inflicted XHR debacle that dethroned Office, I just don't see Microsoft passing up this opportunity. Google, on the other hand, doesn't need Docker to plug any holes in their go to market unless it's a blocking p…

>Given their self-inflicted XHR debacle that dethroned Office,

Do you mean how Google used XHR (ajax) for Google Docs to dethrone Microsoft Office? Or something else I'm missing?

Re: Red Hat to Acquire CoreOS

#160
post #156

Earlier quoted context omitted.

Can you explain how you arrived this number? What sources and formula did you use? I'm no questioning it, I am generally curious. Thanks.

I got the number the same way journalists get any funding number: by talking to some of the many people involved in the deal. Funding terms are notoriously hard to keep secret in Silicon Valley, because everybody talks.

OK, so you didn't consult some resource online and see what the series B or whatever round was and use a formula based on what the raise was to derive the valuation?

I see people throw these "valuation based on the last round" and I'm always interested at how they arrive at these numbers. Is there no rule of thumb then?

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