19 days ago

Why You Are Getting Disrupted

The overriding theme of every disruption story I’ve ever heard is that firms thought they had more time than they did. So, I’ve been pondering the why. We can see disruption happening all around us, but why is it so difficult to get out in front of it?…

2 months, 27 days ago

The Cloud Is Disrupting Hadoop

Forrester has seen unprecedented adoption of Hadoop in the last three years. We estimate that firms will spend $800 billion in Hadoop software and related services in 2017. Not surprisingly, Hadoop vendors have capitalized on this — Cloudera, Hortonworks, and MapR have gone from a “Who?” to “household” brands in the same period of time.

But like any good run, times change. And the major force exerting pressure on Hadoop is the cloud. In a recent report, The Cloudy Future Of Hadoop, Mike Gualtieri and I examine the impact the cloud is having on Hadoop. Here are a few highlights:

Firms want to use more public cloud for big data, and Hadoop seems like a natural fit. We cover the reasons in the report, but the match seems made in heaven. Until you look deeper . . .

Hadoop wasn’t designed for the cloud, so vendors are scurrying to make it relevant. In the words of one insider, “Had we really understood cloud, we would not have designed Hadoop the way we did.” As a result, all the Hadoop vendors have strategies, and very different ones, to make Hadoop relevant in the cloud, where object stores and abstract “services” rule.

Cloud vendors are hiding or replacing Hadoop all together. AWS Athena lets you do SQL queries against big data without worrying about server instances. It’s a trend in “serverless” offerings. Google Cloud Functions are another example. DataBricks uses Spark directly against S3. IBM’s platform uses Spark against CloverSafe. See the pattern?

As more firms get tired of Hadoop’s on-premises complexity and shift to the public cloud, they will look to shift their Hadoop stacks there. This means that the Hadoop vendors will start to see their revenue shift from on-premises to the cloud.

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