This past week was RSA at Moscone. But lots going on, in and out of InfoSec:
Amazon Web Services CEO Andy Jassy gave a rare interview, that I highly recommend, revealing the strategy of the $16 billion (and growing fast) AWS business. Since AWS is considered to be a “cloud provider,” people overlook the fact that Amazon is now a dominant player in the enterprise software market. Amazon resells cloud apps through the AWS Marketplace, which now supports over 3,500 products (Amazon often takes a 20% cut), and increasingly offers its own in-house developed SaaS solutions on top of its infrastructure as a service. Chime is the latest example, which I expect to blow away WebEx and GoToMeeting.
Everyone is talking about who will be the first big tech IPO of 2017, now that AppDynamics was snatched off the market. Sailpoint CEO Mark McClain indicated that his company is going to soon file for an IPO. Sailpoint is red hot in the identity management software market. Among the IT Central Station community, it is most commonly compared to Oracle Identity Manager. (See Sailpoint vs Oracle.) Mulesoft is also moving forward to IPO. Mulesoft is ranked #2 among API Management vendors in the latest IT Central Station rankings. Best of luck to Greg Schott, Mahau Ma, and team with getting the IPO over the finish line.
Chris Benham, former VP Marketing at Symantec, joined upstart BI vendor Yellowfin as its new VP Marketing. There’s work to do there as Yellowfin doesn’t even crack the top 20 in the rankings for best BI software.
I read over the weekend This Brave New World: India, China, and United States by Anja Manuel. Good read, highly recommended. If you’re in enterprise tech you’ve got to keep up with what’s going on in China and India. The Chinese especially are quickly become major tech investors, important enterprise tech buyers, and soon-to-be your competitors in the enterprise tech business.