Vellante mentioned that EMC’s portfolio has transformed across the board with acquisitions, Isilon, flash, and software.

“Clearly with the acquisition of XtremIO, as we understand the taxonomy of the industry today, we have all the pieces we need,” said Gelsinger. “But far be it for me to say that we’ve ended innovation in this space at that level. So, I’ll never say never: we haven’t cornered the market on new innovative ideas but at least we understand the taxonomy now. We got the pieces we need, period.”

He went on to explain how all the products that EMC has gathered tie together in a synergy that deliver not just fabric, connectivity, storage, and analytics, but also the availability to mean that all EMC products are extensions of each other. A customer can grab ahold of one product and then look around the portfolio and discover that if they want to upgrade sideways or expand their project, there it is already in EMC’s inventory and it fits right in for them.

Furrier asked Gelsinger to speak about “frictionless data movement” and what’s called data viscosity or otherwise and understanding of how much analysis and business methodology is tied up in not just access but being capable of making sure data is where it is when it’s needed. Gelsinger sees the metaphor as a “data pool” instead of a data island, how private silos are a thing of the past, and that what’s important is virtualizing the data.

Now people don’t just need to store that data, but they need to store it with context and they need to be able to protect it. All of these elements mean that the raw data is just as important as the metadata attached to it as well as the application path for moving it from place to place or accessing it for analysis. All of these elements come together with EMC products in not just providing storage for massive amounts of data but rapid, protected availability.

EMC as a disruptive player in the data center infrastructure market

“What is it? We view our vision as centering around three things: cloud, big data, on a foundation of trust…” says Gelsinger. “And we see those things becoming the foundations for data and IT of the future. It is being the most disruptive player for data center infrastructure writ large.”

He sees EMC as wanting to be the primary data center infrastructure provider for everyone from big to small, enterprise IT, and even on-the-ground solutions.

“We are a products and technology company, 17,000 engineers,” he continues, “and we’re going to keep growing our engineering capacity. We’re going to increase our percent R&D over time.”

EMC has been huge in acquisitions and successful choices over the past few years. We’ve seen them grow from a storage company into an all-in-one infrastructure company who don’t just provide solutions, but bring together other companies who offer hardware, software, communication, and products that organically blur together.

Impact on niche communities

Gelsinger says that through all the different markets he saw two that were very ad hoc and extremely unstructured: the university (academic) community and the startup community. So EMC took a hard look at those cultures and started up projects to align to them.

He says that they started platforms that would cater to their needs, workshops to explain how they could use data infrastructure products to aid their missions. While much of both of these cultures work from the basis of people and they also often produce a great deal of data—generally with very low budgets in the beginning looking at academic—meant that it was a good place for EMC to insert themselves into the smaller niche aspects of big data and storage.

Click here for a slideshow of images from the interview

EMC culture and Gelsinger on “being a cool global company”

“In successful companies cultures are never static, you have to keep moving them forward, changing them, evolving them,” says Gelsinger. “I think we really have evolved as a leader and a much cooler place to participate in. As a thought leader in the industry we’re on the leading edge of the cloud, we’re on the leading edge of big data.

“But the next layer of the transformation really about is about being a global company. With all the success we’ve had with expanding the company success globally, I have to be as cool in Beijing, Shanghai, Qingdao, Bangalore, São Paulo, etc. I have to be seen as a cool leader in all of those places as well.

“I think we’ve gone from East Coast to a broad data center play,” he continues, “and the next phase for us is to really be a cool global company.”

EMC President Pat Gelsinger Materializes Data Infrastructure in theCube at EMC World 2012 is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

In the same vein:

• Mobile VMs will Come to the Data for Analysis says EMC’s Gelsinger
• VSPEX is Channel Partner Friendly, says EMC CMO Jeremy Burton
• HP Data Thrust is Delivering Performance in the Cloud, says HP Exec
• EMC’s Pat Gelsinger Talks Flash Catch Up in Storage Array
• EMC CIO Talks Transformation of People, Business and IT
• EMC Positioning As Big Data Leader, Says CMO Burton

Vellante spoke with Capellas about why VCE is so important from a practitioner’s perspective. “I want to write one place, and I don’t really want to care about the physical layer beneath it,” Capellas said about infrastructure. “Between both Cisco and EMC, we knew there would be a convergence between where the network starts and compute ends.”

He continued, mentioning the expectations on new mainframes that could be created via bridging within the convergence between computation and communication.

IBM, he says, has a lot of understanding of the software stack for mainframes, and they added services in the cloud layer to that. In a way, IBM validates markets when it enters into them and “a high tide floats all ships.”

VCE wants to take the absolute best-in-class, such as Cisco with networking and fabric, and Intel blades for the compute and approach from both sides. It’s fitting this is being discussed at EMC World 2012 as EMC has seen a great deal of promise in VCE and sought to invest in VCE’s solution systems and coupled in VMware to virtualize the infrastructure.

Much of his discussion is about virtualization and whole-product solution and this maps back to previous interviews about companies who provide not just service but infrastructures. Between Cisco for network, Intel for computation (blades), and EMC for the rapid storage means that they have everything they need for a virtualizable infrastructure fabric.

We’ve seen a few use-cases of this enter the market and it feels a lot like hardware infrastructure to support a private cloud. Recently, the Tyler Independent School District, the largest in Northeast Texas, looked to VCE to help power their educational computer systems and provide a highly virtualized data center, giving students and faculty unfettered and rapid access to applications in their own secure private cloud.

Schools and other segments aren’t technology companies, they’re service sectors who work with people and they rely on their IT departments to do the heavy lifting and provisions. As a result, by choosing VCE the Tyler IDS of Texas allowed some of that weight to be taken off with the server support and left them to look to providing the proper software and applications for the educational environment onto that infrastructure.

Other sectors might also benefit from this sort of drop-in solution as well, believes Capellas and that’s what makes VCE the powerful startup it is right now.

[Edit May 23, 2012: Correction made to reflect Michael Capellas's proper title within VCE.]

VCE Chairman Michael Capellas Cheers On Convergence in theCube at EMC World 2012 is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

In the same vein:

• EMC and VCE Integrate Management Suite with VMware
• EMC’s Stuck on Tape, Speeds Mainframe Performance
• Texas Becomes Altar as EMC and Cisco Reunite in the Cloud
• Infographic: Public vs Private Cloud
• EMC President Pat Gelsinger Materializes Data Infrastructure in theCube at EMC World 2012
• EMC CIO Talks Transformation of People, Business and IT

We’ll be reporting full results but wanted to quickly share some interesting cloud adoption data.

Last June we conducted a survey and asked: “Which of the following best describes your cloud computing strategy?” Comparing data from a year ago with the current (May 2012) survey, the data shows the following:

1. A meaningful portion of the practitioner audience last year felt that cloud computing was a buzzword of unclear meaning (15%) while only 5% this year feel cloud has no meaning;
2. A rather small portion (9%) of last year’s audience indicated that hybrid cloud was their primary cloud strategy– a rather tepid proof point of vendor marketing at the time. However in less than 12 months, that figure has shot up to 37% of our respondent base. Clearly a mix of public and private cloud is becoming the dominant strategy;
3. We’re moving beyond early adoption into the mainstream with cloud as our survey shows that those customer with no cloud plans and those just getting started are groups that are shrinking.

The following table compares this year’s survey results on cloud with those of June 2011:

The Cloud Becomes Real

We’re covering the services angles on these new data points so please check back to see our ongoing analysis of the Wikibon Business Technology Transformation survey.

Wikibon Survey Shows 2012 Really is the Year of Cloud is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

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• Already, HP Employees Getting Recruited on Twitter
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Peter Chang, CEO of Oxygen Cloud, met with John Furrier and Dave Vellante in the Cube at EMC World 2012 to speak about how his company is looking into the market to furrow out their niche. He expects that people can move their processing into the cloud, but you still have to move that data—and currently processing is virtualized, but it’s also important to virtualize data so that it follows behind computing.

“The infrastructure makes things possible,” Chang says, “so Big Data architecture might make it possible for you to store and crunch a lot of data; but what you do with it, that’s what’s next, that’s where the value actually comes from. How can you build on this infrastructure to create things that change people’s lives?”

When asked about use cases and the best traction, Chang explains that he sees people seeing access to enterprise content in the cloud. Employees want access to data via iPad and Android and mobile devices with security and control—such as enterprises really need. At NodeSummit he spoke about a similar expectation from the market, especially with the bring-your-own-device trend creeping into enterprise.

Oxygen Cloud, Furrier believes, is navigating some very choppy and dark waters and the company is just a start up between huge groups such as EMC, VMware, IBM, and HP. Chang sees it as a challenge, but that the market has a need but the big companies don’t have the technology or mobility to deliver what the market needs at the level that smaller startups can nimbly approach. So Chang says that he hopes to provide technology—such as anywhere access to EMC storage, Isilon, etc.—through partnerships with EMC.

Chang sees the end-user as the important linchpin for much storage delivery. While the big companies move and make huge waves through the cloud environment, the enterprise venue involves taking data out of the vast expanse of the cloud and bringing it down to the service level. Such as IT departments look to provide data and storage to end users.

“We’re going to be eventually managing storage as a service, I think that’s a forgone conclusion,” Chang says. “The question is what are the qualities of that service, where does that data live, and how do we drive lower costs?”

His vision is to build out a complete platform that not only provides access to all content across the enterprise—but also take advantage of that data set and provide value added services on top of that. Oxygen Cloud doesn’t provide just cloud storage, Chang explains, as in they’re not just there to provide access to files.

“We don’t think of ourselves as an application,” he says, “we think of ourselves as part of the infrastructure.”

We’re looking at an interesting niche with Oxygen Cloud, especially in comparison to traditional cloud-services such as Amazon Web Services. SiliconANGLE’s Alex Williams recently made a comparison between AWS and Oxygen Cloud looking at just these expectations.

The middle-man making the cloud-storage better. With Oxygen Cloud, certainly there is cloud-storage entailed; but to distribute data means to build out a platform, APIs for accessing that platform, and delivering all the necessary elements that make a solution for a storage-as-a-service. As a result, Chang sees that Oxygen Cloud will be able to compete by providing a superior service for cloud-storage providers to connect with IT departments and the enterprise sector.

Peter Chang CEO of Oxygen Cloud Talks Infrastructure at EMC World 2012 is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

In the same vein:

• iPad Drives BYOD Trends, says Oxygen Cloud Founder Peter Chang [Video]
• EMC President Pat Gelsinger Materializes Data Infrastructure in theCube at EMC World 2012
• EMC CTO Discusses the Current State of Big Data
• EMC CIO Talks Transformation of People, Business and IT
• EMC Positioning As Big Data Leader, Says CMO Burton
• EMC Commitment to Channel Expressed in Sales Strategy Changes

This week introduces the first ever Hbase conference (Hbasecon.com) in SF and SiliconANGLE will be covering it live with a live broadcast of theCUBE.

At the Hbasecon there will be all the major players in the open source community pushing the cutting edge of performance and capabilities in Hadoop and the rise of Hbase as the standard onto of Haddop.

All of the big data companies and developers programmers and committers to the open source community will be there including:

• HBase builders/proponents: Cloudera, Hortonworks
• Not only the known cloud companies: Facebook, Salesforce, Klout, Tumblr;
• Also brand name pre-cloud companies: Adobe, Gap
• New entrants: Power management companies (m2m)
Open discussion of
• HBase wins
• HBase limitations
• Strength of open source community
• Ability to move from being database for collection and analytics or reporting to
• Ability to build real-time applications directly on top of HBase

In many respects, HBase is still very much a datawarehouse for large data sets. Specifically providing storage, constructs data marts for large and valuable data. However, these new capabilities are not yet really used for real time applications directly.

SiliconANGLE will be Looking to explore the following:
• Good case studies of building applications on top of HBase
• What works well today with Hbase
• Whats missing and forthcoming improvements for support for real time applications
• Improvements in availability and consistency
• Where HBase is used/Potential to replace traditional SQL databases
• Tradeoff of a NoSQL database
• What is required for broader enterprise adoption

The Hadoop ecosystem is rapidly evolving with key innovations around “data”. We will be diving into the conversation around the challenge and complexity of connecting applications directly to an HBase architecture. Companies are on the look out for the capability for a platform that allows applications to literally manage thousands of data points to be stored and analyzed per second. Winners in this area will be the companies that can eliminate the complexity of programming for real-time analytics and overcomes potential bottlenecks in the HBase architecture. This is the fastest growing trend in big data.

Other areas of interest that we will be following – Machine learning in an Hbase architecture. This is an important areas since HBase, on its’ own, has no built-in machine learning capabilities. This means that programmers have to write all their own API calls on top of HBase. Most often, programmers will use Apache Mahout for machine learning, however Mahout implements a MapReduce schema that offers capabilities more like batch mode than real time analytics

So much innovation is happening in this area and it’s fun time for companies like Cloudera and a new emerging ecosystem that rapidly developing fast with entrepreneurs and venture capitalists racing to fill the demand from companies in all verticals.

Join SiliconANGLE.com for continues coverage of the big data space.

editors note: big congrats to Cloudera and the evolving ecosystem of open source “tech athletes” really pushing the boundaries and revolution around new performance and capabilities.

SILICONANGLE PROGRAM NOTE: Continuous coverage of the Hadoop ecosystem will continue in June with Hadoop Summit produced by Hortonworks.  Hortonworks taking tech tracks to another level this year at Hadoop Summit.  SiliconANGLE will be broadcasting that event as well.

ENABLING NEXT GENERATION DATA PLATFORM

Hortonworks and Yahoo! are proud to host the 5th annual Hadoop Summit. The two-day event will feature many of the leading thought leaders from the Apache Hadoop community who will showcase successful Hadoop use cases, share development and administration tips and tricks and educate organizations about how to leverage Apache Hadoop as a key component of their enterprise data platform. Hadoop Summit will also be an excellent network environment for developers, architects, administrators, data analysts, data scientists and vendors interested in advancing, extending or implementing Apache Hadoop.

Hbase Conference HbaseCon.com in SF – The Real Time Value Proposition is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

In the same vein:

• Accel Big Data Conference Set for May 9th At Stanford University
• This Week in Big Data: New Alliances, HBaseCon and ClickFox
• Hadoop, HBase Changing the Economics of Data Says Cloudera CEO Mike Olson
• Cloudera Steps Up Contributions to Big Data Ecosystem
• What to Expect from Strata’s Big Data Event: Data for Today
• Oracle and Cloudera Forge Hadoop/Big Data Partnership

According to The Washington Post, although Daniel happens to be a budget official, he’s been placed highly in the role of managing security and “has overseen classified programs being run by U.S. spy agencies and the Defense Department. He has also coordinated the budgets for the government’s cybersecurity programs.”

The statement from the White House includes numerous accolades for Daniel, noting that he’s been involved in “virtually every major issue affecting the Intelligence Community.” His work with the Defense Department means that he should be aware of what’s rolling around in the minds of the military and the NSA. As cybersecurity coordinator, he will be advising the President as to new policies and legislation arising on this topic.

“I am very honored to be asked to take on such an important role, especially at a time when cybersecurity issues are so prominent,” said Daniel in a statement. “The challenges in this area are real and serious, but I have the benefit of building on the progress Howard has made through his leadership and I look forward to continuing my career in public service in a new way.”

Already we’ve seen some poorly received legislation pass the House in the form of the Cybersecurity Information Sharing and Protection Act—or CISPA—which displays a culture of misunderstanding of what makes security by opening up the door to huge privacy concerns. Any cybersecurity coordinator taking the role right now will need to stay abreast of our nation’s attempts to secure itself from cyberthreats both foreign and domestic and at the same time weigh those risks against the necessity for privacy.

Much of the current lawmaking attention is being directed towards national infrastructure and data services with legislators calling for policies that operate electric power plants, water supply, banking systems subject themselves to the basic cybersecurity standards. However, cybersecurity is more than just a moving target, it’s a case-by-case systems paradigm that depends on many factors so it might be difficult to write these requirements into law.

The idea is to avoid possible events similar to what was feared to have happened to a water pumping station in Illinois—discovered to be an overreaction—or what happened to medical records in Utah. Infrastructure would be a favorite target for hackers as will be any large-enough database of information available online (social security records, medical records, law enforcement archives.) As we’ve seen the hacker mayhem group LulzSec made a mockery of several different law enforcement agencies by breaking into their e-mail archives on more than one occasion and they’re not even professionals.

Daniel will find himself walking into an atmosphere of political struggle about how the nation should approach problems such as LulzSec and Anonymous as much as concerns about foreign powers looking to steal state secrets. While it’s unlikely that cyberterrorism will be at our door anytime soon—it’s not exactly a lucrative operation to hit another country’s power grid in this era, especially the United States—but it would be foolish to even connect the control system of a water pump or a power grid to general communications.

Still, we have a climate of uncertainty moving into the future and cybersecurity is a quickly growing industry. A budget official will probably keep that in mind as he advises the President about who to listen to about making laws to that effect.

White House Chooses Budget Official as Successor for Cybersecurity Chief is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

In the same vein:

• U.S. Cybersecurity Czar Howard Schmidt to Step Down
• U.S. and Chinese Militaries Practice Cyberwar and Play House
• Online Threat Growing Rapidly, Can Destroy Companies, says FBI Cyber Security Head
• Cyberthreat Weekly: CISPA Passes House, New Hacker Group, Android Malware on the Rise, and More
• Is Encryption the Answer to Data Security in the Cloud?
• LulzSec Leaked VMware Code Raises Concerns and Implications

The problem, Dr. Meyers said, was that the central IT systems had not kept up with the basic change in the nature of medical research. It had become a big data game – a single genome sequence is 3 Tbytes of data, but the IT architecture at the time was running on Microsoft Windows shares.

“I kept bugging the head of research about this until finally I guess I annoyed him and he asked me if I would like to take over running IT as well,” he said at a Wikibon Peer Incite discussion Tuesday, May 15, 2012, recorded here. “I said yes on one condition: I could throw out everything and start over.”

And that is exactly what he did. Specifically, he replaced the outmoded system with a shared resource across the research departments based on an EMC Isilon cluster. He chose Isilon specifically for its ability to handle large volumes of streaming data in what is now called a bit data environment and to support automated data tiering of all that data to move inactive data onto less expensive archive media while keeping it available.

Today that cluster has a 300TB capacity, and BU will add 200 more TBs this summer. But that expansion will all be archive media. One of the ways in which research differs from commercial environments is that researchers are always focused on “the next shiny thing” – the next piece of research. Once they have won the grant or published the research paper, the teams move on to the next project and start generating new data to answer it while the older data languishes. However, preserving that data is important because sometimes it can be reused or the original research revisited. As a result, Dr. Meyer said, the Isilon cluster has plenty of tier 1 capacity but is running low on archive.

Providing remote site backup for this quantity of data presents its own challenges. One of those is adequate filtering. Actually only the fraction of original data in the system needs to be backed up. A great deal of the database is derived data from analysis. If necessary that can be recreated, while another portion that Dr. Meyer calls “scratch data” documenting intermediary steps, questions and comments, do not need to be preserved.

The problem at the time was that none of the systems from the leading vendors, including EMC, really met the need. “One day a consultant suggested that we talk to a startup called Actifio in Waltham that had novel technologies,” Dr Meyers said. He had never heard of Actifio, and at the time they had very few users and none in academia. But the CEO came to BU and discussed their technology in detail, and what he said made an impression. For instance, Actifio has a copy management tool to minimize the number of copies of a database that tend to proliferate in any organization and can become costly when the database is measured in hundreds of TBs. It also could deal with the highly heterogeneous architecture in the research labs, including both bare machine and VM environments, which none of the big vendor systems could manage. And it had the advanced data filtering that Dr. Meyer needed. 

Activio is based on IBM technology and works in a clustered virtual environment. It has a simple interface that makes it easy to set up and is block based, said Dr. Meyer. It sits in band and captures deltas for very fast snapshots. At user-defined intervals it compiles these to create a full, application-aware backup on its internal storage. This can then be replicated to a remote site for backup. And if the main system experiences a failure, it can cut over to the internal Actifio backup while Actifio rebuilds the database on the replacement hardware.

“We actually had a disk failure and lost a LUN,” Dr. Meyer said. “The backup didn’t run as fast as the main system, but it was a lot better than shutting things down. Nobody in the institution realized that anything had happened.”

BU Medical School Combines EMC Isolon, Actifio Backup to Capture, Backup, and Archive Big Data is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

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Schmidt is a former Air Force officer and previously chief information officer at Microsoft making him a fairly good call for the job. Now that he’s stepping down, members of the White House are hoping that he stays on long enough to guide current legislation working its way through the House and Senate related to homeland cybersecurity.

His job of late has been overshadowed by another position, that of Keith Alexander, director of the National Security Agency and head of the military’s Cyber Command, especially with arguments about the role of the NSA and the Department of Homeland Security in cybersecurity.

With Schmidt stepping down from his position, he will be succeeded by Michael Daniel, chief of the White House budget office’s intelligence branch.

His stepping down from his office of two and a half years comes during a tumultuous time with cybersecurity with lawmakers and the executive branch of the government. Malware is on the rise, corporate espionage has been brought to the media as the next-big-narrative, Anonymous is used as a bogeyman…and CISPA passed the U.S. House. Said bill before the government is considered to be an unthinking disaster for cybersecurity by much of the security industry and privacy watchdogs.

We have even seen the rise of expectations that cybersecurity will take a fundamental role in future warfare and terrorism. As recently as November 2011, fears of cyberterrorism led to questions about a software failure at an Illinois water pump and possible sabotage; although that turned out to be an overreaction it raises questions about networked and Internet-wired infrastructure security.

According to The Washington Post, Schmidt will leave behind a legacy of newfound thinking about our nation’s cybersecurity:

During Schmidt’s tenure, the White House unveiled its first international strategy for cyberspace, which stated that the United States will respond to hostile acts in cyberspace as it would to any other threat to the country, reserving the right to use “all necessary means,” including diplomatic and military, to defend the country.

Schmidt also led the creation of the National Strategy for Trusted Identities in Cyberspace — a program aimed at developing methods for people and businesses to authenticate their identities online that are safer than using passwords, which can be stolen by hackers.

The United States’ growing dependence on digital networks for daily commerce, energy production and military operations has made cybersecurity a prime national-security issue.

Schmidt is 62 years old and has been at this job for over two years.

After retiring, he intends to spend more time with his family, ride his Harley-Davidson motorcycle, and settle down in his home near Seattle. He has extended family in Wisconsin, and looks forward to a sixth grandson on the way.

We at SiliconANGLE bit him a farewell and wait to vet the next chief of cybersecurity and see how they will shape our nation’s forward-looking policies.

U.S. Cybersecurity Czar Howard Schmidt to Step Down is a post from: SiliconANGLE We're now available on the Kindle! Subscribe today.

In the same vein:

• White House Chooses Budget Official as Successor for Cybersecurity Chief
• U.S. and Chinese Militaries Practice Cyberwar and Play House
• USA PATRIOT Act May Put Microsoft Cloud in the Doghouse with the European Union
• U.S. State Department Hacks al-Qaeda Webpages
• Online Threat Growing Rapidly, Can Destroy Companies, says FBI Cyber Security Head
• Cyberthreat Weekly: CISPA Passes House, New Hacker Group, Android Malware on the Rise, and More

Since its founding in 2004, the company has seen its valuation soar from $4.9 million in 2004 to $104 billion based on today’s IPO pricing.

My friend Dan Primack at Fortune has a great summary of who makes what in the watershed moment for a new generation of internet companies.

This IPO has been compared by many to Google’s historic IPO. My angle is that this IPO is more like the Netscape IPO where it’s so obvious that the future is social yet many can’t figure out how to justify the valuation. The browser from Netscape ushered in the Internet boom then bust. Why? Because Netscape and the web were so intoxicating in terms of possibilities. That spawned a massive bubble. Facebook has many similarities to that Netscape moment. Facebook is intoxicating yet elusive in its’ value.

I was at the SAP SapphireNow annual conference and I talked publicly on theCUBE (SiliconANGLE.tv flagship video telecast) that Facebook is what the web would have looked like if Tim Berners-Lee privatized the World Wide Web. Instead, the World Wide Web was open sourced. The web then went on to define the internet generation and its’ value for decades. To me Facebook is what the World Wide Web would look like if it went public rather than free and open.

So here’s a quick list of who made what, based on the assumption that underwriters exercise their entire over-allotment, plus the value of their remaining position (based on $38 price):

INDIVIDUALS

Mark Zuckerberg: $1.5 billion ($19.14 billion)
Dustin Moskovitz: $285 million ($4.8 billion remaining)
Peter Thiel: $848 million ($852m remaining)
Mark Pincus: $4.1 million ($158 million remaining)
Sean Parker: $38 million ($2.27 billion remaining)
Reid Hoffman: $412 million ($138 million remaining)
Jim Breyer: $125 million ($320 million remaining)

INSTUTUTIONS

Accel Partners: $2 billion ($4.72 billion remaining)
DST Global: $2 billion ($3 billion remaining)
Goldman Sachs (GS): $1.25 billion ($1.25 billion remaining)
Greylock Partners: $332 million ($1.06 billion remaining)
Elevation Partners: $202 million ($1.32 billion remaining)
Mail.ru Group: $857 million ($1.28 billion remaining)
Meritech Capital Partners: $306 million ($1.23 billion remaining)
Microsoft Corp. (MSFT): $287 million ($959 million remaining)
Tiger Global Management: $1.03 billion ($1.02 billion remaining)

Where Does Facebook $100 Billion Value Compare To Other Public Companies

Hewlett-Packard: $46 billion (-$54b)
IBM: $228 billion (+$128 billion)
Microsoft: $250 billion (+$150b)
Oracle: $130 billion (+$30b)
SAP: $60 billion (-$40b)
Salesforce: $18 billion
Amazon: $98 billion (-$2b)
Google: $203 billion (+$103 billion)
Yahoo: $18 billion (-$82 billion)

My Angle:
Being close to Facebook since they moved to Silicon Valley and within the core tech circles, I have a unique perspective. I am “long” on Facebook. I think the analysis of the pundits this week are completely missing the boat on the analysis. Facebook’s revenue model has nothing to do with online advertising because reach advertising is dying. It’s about data. If you look at Facebook’s revenue since Timeline was introduced Facebook has taken a massive hit in operating revenue. Their Timeline moves shows that Facebook is winding down display advertising. They will move to a contextual data model that is not yet “baked out’. I can assure you that they will have something because the user base is too massive.

Big advertisers are going to market with direct advertising business models. Big advertisers are executing huge large-scale social media campaigns streamed online using social and mobile marketing with Facebook, Google Plus, YouTube, and Twitter being the primary vehicles not TV or magazine ads. This flys in the face of the General Motors story going around that Facebook isn’t a good ROI for them. Maybe GM is just foobar on social not the other way around.

My analogy to Tim Berners-Lee inventing the Web is how I see it. Question is this: what would the value of the World Wide Web be if it wasn’t open sourced (donated) by Tim Berners-Lee. Cough Cough: It would be like Facebook’s IPO.

The big opportunity for Facebook is about the future. Think about transactions that are possible. I’ve documented signs of this with the recent success of the Hunger Games and Thismoment.com. Think about it all and any kind of transaction (direct advertising, online and offline sales) can happen in the Facebook (and Facebook Connect) network. So the value per user could be as high as $5000-$10,000.

Yes it’s a bubble so pop the champagne and enjoy. Then buckle up and go for the ride because social is the new web.

(side note: this is what I wrote about in 2007 about Facebook - I called them a money machine when everyone was doubting Facebooks prospects)