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Red Hat to Acquire CoreOS

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Re: Red Hat to Acquire CoreOS

#171

Post by user5994461 »

zapita wrote: post #157
parasubvert wrote: post #146

Earlier quoted context omitted.

> 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…

They are on-par on all the IaaS offerings. The Amazon has more products is an outdated meme, they have lots of renamed and minor products.

Big companies might not adopt Google Cloud for a variety of reasons. Small and medium companies should have a look, it can be easier to manage and much cheaper.

Re: Red Hat to Acquire CoreOS

#172

Post by zapita »

parasubvert wrote: post #170
zapita wrote: post #157

Earlier quoted context omitted.

> 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…

> 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. Diane Greene knows the enterprise... she has hired an experienced team on the product, sales, and marketing side. > I've spoken to several enterpris…

> I have senior relationships with at least a few major international banks with aggregate budgets in the billions, and they are betting on GCP

If several banks are in fact betting on GCP as a primary provider, that would be encouraging news. I will believe it when I see it! Do you expect any of them to be referenceable anytime soon?

By the way: I myself think GCP is great, and I use it for various non-enterprise projects.

It looks like we agree that they have a lot of work to do.

Re: Red Hat to Acquire CoreOS

#173

Post by rejects »

zapita wrote: post #102
ZiiS wrote: post #101

Earlier quoted context omitted.

That seems an unlikely assumption. $30M of series B in May 2016 would have been at around $200M valuation. Given the risks that is a disappointing return.

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.

your valuation is correct from what I remember being told by friends.

It's a reasonable return for early employees, but way under $10 a share as they had over 26 mil shares before series b. Assuming 20% dilution in series b, and no other dilution, looking at closer to $7.5 a share in total. Then you get into the VC liquidation preference which would lower value of the employee shares further. Of course if your strike price is 50 cents a share, you still made money, just not what you might have hoped for.

Re: Red Hat to Acquire CoreOS

#174

Post by emmelaich »

SEJeff wrote: post #136
emmelaich wrote: post #57

Earlier quoted context omitted.

Atomic (or at least OStree) predates ContainerLinux by quite a bit. Also Atomic is more than just an OS; it's a system of reliable upgrades / versions switching. So it's got something in common with NixOS.

Sort of, but not quite. I'm familar :) I used to be a gnome foundation member (I trained Andrea Veri on the sysadmin team who trained Patrick Uiterwijk, the current lead sysadmin for GNOME) when Colin Watson wrote OSTree. He was talking about it and some of the ideas from it at the KDE/GNOME desktop summit in Berlin (2011ish) in some of the comments after https://desktopsummit.org/program/sessions/improving-how-we-..…

OStree's mailing list starts in April 2012. I'm sure Colin did a bunch of work before then.

Re: Red Hat to Acquire CoreOS

#175

Post by samstave »

pm90 wrote: post #91
samstave wrote: post #72

Earlier quoted context omitted.

yep, I would suspect that too many at-scale ops are using either ubuntu/amazon/centos etc are eating at their market share capabilities... buying up these cements them in the devops toolbox a lot longer. Super smart. However, I would love to see how they have evolved their openstack offering and their integration with intel's secure compute since the last time I worked on that project... I havent really looked - but…

> is there any at all risk from a security standpoint where redhat owns the tooling for many devops customers? They open source a lot of their tools, so I don't really think there's any lock-in (I assume that is what you meant by "insecurity" in them owning the tools, and not traditional computer security)

Yeah thats what I meant -- but "trust but verify" -- how verify?

Re: Red Hat to Acquire CoreOS

#176

Post by op00to »

kuschku wrote: post #134
quotemstr wrote: post #129

Earlier quoted context omitted.

Ah, I see. So it's basically integrated Puppet, but with first class support from the configured system

Yes, and this is fast . I can spin up a new server, have it configured, started, updated, and joined to my kubernetes cluster in 12 seconds (!). And it automatically handles updates across the cluster - only a certain amount of servers restarts at a time, allowing you to stay constantly up while handling updates automatically, and potentially scaling out in seconds. It's sad RedHat EOL'd it immediately.

Red Hat EOLd what immediately?

Re: Red Hat to Acquire CoreOS

#177

Post by smarterclayton »

kuschku wrote: post #125
sandGorgon wrote: post #99

i wonder if it will mean that coreos becomes the official server-side fedora to rhel ... and replaces the community powered centos.

The RedHat press release states that RedHat won't maintain any distro aside of those they previously maintained, which many interpret as that all Core OS distros are now EOL. This is painful and sad.

The exact quote is “Red Hat Enterprise Linux’s content, the foundation of our application ecosystem will remain our only Linux offering”

The key point is “content”, which means the packages and kernel. Atomic itself is only based on RHEL content at the same schedule as RHEL (rpm-ostree and some of the tooling is the difference). So it’s not quite about Container Linux the concept being dead, just that Red Hat isn’t going to create a new packaging stream (Ubuntu, Debian, Fedora, RHEL, SUSE are all independent streams) because then Red Hat would have to duplicate all that work.

I can’t speak to what the plans will be, but the FAQ is not saying Container Linux is dead.

Disclaimer: Red Hat employee

Re: Red Hat to Acquire CoreOS

#178

Post by audidude »

SEJeff wrote: post #137
audidude wrote: post #76

Earlier quoted context omitted.

OSTree (the foundation for it) was built as part of GNOME Continuous in 2011.

Yup, what I sort of alluded to in my comment above re: GNOME OS, however I was saying CoreOS the distro predates rpm-ostree. Colin was talking about some of these ideas in Berlin circa 2011 at the desktop summit (isn't that where we met btw? I forget).

Scale dude!

Re: Red Hat to Acquire CoreOS

#179

Post by jacksmith21006 »

qubex wrote: post #168
AndyNemmity wrote: post #144

Earlier quoted context omitted.

SAP and Google do partner, exactly what you mentioned https://news.sap.com/flexibility-scalability-speed-sap-googl...

My company uses SAP as an ERP. They’ve been trying to push HANA on us for ages, promoting their cloud service as a manner of lessening the sticker-shock. When news came through of Google and SAP ‘partnering’, upper management saw the writing on the way and went into full money-is-no-object mode and mandated the firm have a plan to switch away from SAP to alternative solutions (that I am not at liberty to discuss) wit…

What in the world are you talking about? Who is going to data mine?

Google is not going to access corporate cloud customer data no more than IBM, Amazon or Microsoft.

Plus Google already has the data if they want as the executives at all these companies use Google search and other services.

Google could inow what decision makers search in before a sales call but obviously are not going to be doing that.

Is your post suppose to be serious?

Re: Red Hat to Acquire CoreOS

#180

Post by SEJeff »

emmelaich wrote: post #174
SEJeff wrote: post #136

Earlier quoted context omitted.

Sort of, but not quite. I'm familar :) I used to be a gnome foundation member (I trained Andrea Veri on the sysadmin team who trained Patrick Uiterwijk, the current lead sysadmin for GNOME) when Colin Watson wrote OSTree. He was talking about it and some of the ideas from it at the KDE/GNOME desktop summit in Berlin (2011ish) in some of the comments after https://desktopsummit.org/program/sessions/improving-how-we-..…

OStree's mailing list starts in April 2012. I'm sure Colin did a bunch of work before then.

Oh OSTree was definitely around then, but it wasn’t building a competitor to ContainerLinux until rpm-ostree, which made it insanely powerful in that it could build images from existing (and pervasive) redhat package repos. I’m definitely not arguing that much whatsoever. Only that it wasn’t building a full distro in a way to put it on par with ContainerLinix until after ContainerLinux was a thing and CoreOS was a company.
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