Unfiltered Opinion From Silicon Valley http://siliconangle.com/furrier John Furrier, Founder, CEO, and Executive Editor, SiliconANGLE Network Fri, 01 Feb 2013 18:41:07 +0000 en-US hourly 1 http://wordpress.org/?v=3.8.3 Cartoon: Instagram vs Vine http://siliconangle.com/furrier/2013/02/01/cartoon-instagram-vs-vine/ http://siliconangle.com/furrier/2013/02/01/cartoon-instagram-vs-vine/#comments Fri, 01 Feb 2013 18:41:07 +0000 http://siliconangle.com/furrier/?p=2431 Saw this cartoon flowing around SiliconANGLE’s social network of 13m tech users

]]>
http://siliconangle.com/furrier/2013/02/01/cartoon-instagram-vs-vine/feed/ 0
Hyperscale is a word that will become a standard for Data Centers http://siliconangle.com/furrier/2013/01/20/hyperscale-is-a-word-that-will-become-a-standard-for-data-centers/ http://siliconangle.com/furrier/2013/01/20/hyperscale-is-a-word-that-will-become-a-standard-for-data-centers/#comments Sun, 20 Jan 2013 13:43:56 +0000 http://siliconangle.com/furrier/?p=2424 Continue reading ]]>


Fusion-io Targets Flash Storage at Hyperscale Datacenters (via slashdot)

Fusion-io has announced the Fusion ioScale, an attempt to displace disk storage in hyperscale datacenters. Each ioScale device offers up to 3.2 terabytes of flash storage, with performance tuned to the needs of hyperscale environments. Prices will begin at $3.89 per gigabyte—assuming hundreds of…



]]> http://siliconangle.com/furrier/2013/01/20/hyperscale-is-a-word-that-will-become-a-standard-for-data-centers/feed/ 0 SiliconANGLE’s Audience Fan Base is Falcons and Ravens – wait I’m a Pats and 49ers fan http://siliconangle.com/furrier/2013/01/20/siliconangles-audience-fan-base-is-falcons-and-ravens-wait-im-a-pats-and-49ers-fan/ http://siliconangle.com/furrier/2013/01/20/siliconangles-audience-fan-base-is-falcons-and-ravens-wait-im-a-pats-and-49ers-fan/#comments Sun, 20 Jan 2013 02:06:50 +0000 http://siliconangle.com/furrier/?p=2417 Continue reading ]]> SiliconANGLE Wikibon team here loves big data and we love our sports.  We are often called the ESPN of Tech.  So we declared earlier that this is the season the “Big Data Bowl” because the quant jocks will have the data to show us what happened.

We take a different view.  SiliconANGLE wants to know what the fans of each team and respective conference not only thinks but who are they?

We have segmented the NFL fans within our community. 

We answered the following big data question:

Who are the fan from our audience (tech readers/viewers) from each team?

Fans from SiliconANGLE Wikibon community who are super fans for the

  1. Patriots:  24.34%
  2. Ravens:  26.08%
  3. 49ers:  13.58%
  4. Falcons:  35.99%

{Note:  sample size 12.6 million readers on Twitter}

This shows our NFL playoff teams readers are rooting for Falcons and Ravens over the Pats and Niners.

Big data doesn’t lie.  The online activity for our community is centered around the Falcons and Ravens.  This confirms my hunch that they both will lose.  The fans are crazy online because they know they will lose.

Anyway it’s still to close to call with the  audience is split right down the middle 50/50

 

]]>
http://siliconangle.com/furrier/2013/01/20/siliconangles-audience-fan-base-is-falcons-and-ravens-wait-im-a-pats-and-49ers-fan/feed/ 0
LinkedIn has over 200 Million Members – Competing with Content Providers http://siliconangle.com/furrier/2013/01/09/linkedin-has-over-200-million-members-competing-with-content-providers/ http://siliconangle.com/furrier/2013/01/09/linkedin-has-over-200-million-members-competing-with-content-providers/#comments Wed, 09 Jan 2013 17:53:31 +0000 http://siliconangle.com/furrier/?p=2413 Continue reading ]]> LinkedIn recently announced that they crossed an important and exciting milestone for the company.

LinkedIn now counts over 200 million members as part of our network, with representation in more than 200 countries and territories. We serve our members in 19 languages around the world.

I’ve been very complementary of LinkedIn with their execution of their strategy and product over the past 12-18 months.  Very solid work mostly improved by a massive injection of big data engineering.  Kudos.  Where LinkedIn is making a mistake is their direct competition with original content providers.   They compete directly with blogs and other outlets.  For us it’s not a big deal because we have no banner ads and will be around for the long haul.  However ,for others who make a living in developing original content LinkedIn is sucking their ability to make money away.

Congrats to LinkedIn they are doing great and will grow big.  Please rethink how you treat publishers and media developers because you’re getting it wrong on that side of the equation.

 

]]>
http://siliconangle.com/furrier/2013/01/09/linkedin-has-over-200-million-members-competing-with-content-providers/feed/ 0
Nobody Goes To CES Anymore Because It’s Too Crowded http://siliconangle.com/furrier/2013/01/08/nobody-goes-to-ces-anymore-because-its-too-crowded/ http://siliconangle.com/furrier/2013/01/08/nobody-goes-to-ces-anymore-because-its-too-crowded/#comments Tue, 08 Jan 2013 00:00:36 +0000 http://siliconangle.com/furrier/?p=2409 Continue reading ]]> Almost two hundred thousand people attend CES a weeklong event in Las Vegas Nevada every year.  I’ve called it the geek gadget “burning man” event comparing CES as one big social event for the technology industry similar to the trek many take to Nevada for Burning Man.

CES is becoming a side show to the real activities happening in tech all virtually.  It’s so big that nobody goes there anymore.

CES was once the staple of product launches and huge industry shaping keynote speeches.  Now hype is no longer centralized at big event and big keynotes.  Hype is smaller and faster; the marketing activities are viral and in social channels.

Has the consumer electronics market reached a level of satisfaction.  How much more can you shrink silicon?  How much more can a mobile phone screen get.  Are gadets maturing?  Are the apps taking over?  Will there be a Consumer Apps Show (CAS).

Are we moving out of the era of “tech toys” to “tech business”?  Maybe.  The action as we see it is in the consumerication of Information Technology not consumer so much.  The business market is the next “ratchet” up.  Business needs to be catching up.  Just look at the trend around Bring Your Own Device (BYOD) to work.

Consumer electronics is changing from less about gadgets to more about lifestyle and business.

]]>
http://siliconangle.com/furrier/2013/01/08/nobody-goes-to-ces-anymore-because-its-too-crowded/feed/ 0
Could Big Data Have Prevented Newtown Sandy Hook Elementary Shooting http://siliconangle.com/furrier/2012/12/28/could-big-data-have-prevented-newtown-sandy-hook-elementary-shooting/ http://siliconangle.com/furrier/2012/12/28/could-big-data-have-prevented-newtown-sandy-hook-elementary-shooting/#comments Fri, 28 Dec 2012 23:16:59 +0000 http://siliconangle.com/furrier/?p=2403 Continue reading ]]> My brother and his two young elementary children (my niece and nephew) live in Newtown.  Being part of the big data industry where predictive analytics are changing business practices, I wonder why we can’t predict who the people are and when they are about to “snap”.

Big data might have stopped the massacre in Newtown and other places but it didn’t, because there is no national database of gun owners, and no national record-keeping of firearm and ammunition purchases.  Here is an interesting angle from theatlantic.com.

http://www.theatlantic.com/politics/archive/2012/12/how-big-data-can-solve-americas-gun-problem/266633/

I think that this will be a practice that will be solved by big data.  Gun control won’t solve it as a “silver bullet”.

 

]]>
http://siliconangle.com/furrier/2012/12/28/could-big-data-have-prevented-newtown-sandy-hook-elementary-shooting/feed/ 0
Big Data Stories & Links – Week of Dec 28th http://siliconangle.com/furrier/2012/12/28/big-data-stories-links-week-of-dec-28th/ http://siliconangle.com/furrier/2012/12/28/big-data-stories-links-week-of-dec-28th/#comments Fri, 28 Dec 2012 22:55:21 +0000 http://siliconangle.com/furrier/?p=2394 Continue reading ]]>

 

 

Here are some Big Data content, news, opinion, and analysis from around the web.  These are (non-SiliconANGLE Wikibon) stories from around the web that were shared by the SiliconANGLE audience.

Enjoy… Cheers  @Furrier

How Big Data Can Solve America’s Gun Problem
The private sector has all the tools we need to flag rapid weapons build-ups and suspicious purchases. All that’s needed is the political will to build the most basic database.
http://www.theatlantic.com/politics/archive/2012/12/how-big-data-can-solve-americas-gun-problem/266633/

5 Big Data Predictions For 2013
InformationWeek Big Data is a timely, expert source of news, analysis, and case studies on big data issues impacting enterprise IT groups and information technology professionals.

http://www.informationweek.com/big-data/news/big-data-analytics/5-big-data-predictions-for-2013/240145192

Big Data Analytics: Not Just for Big Business Anymore
by Seshu Edala Seshu Edala is a data scientist with Manta.com, an online community for small businesses. Seshu Edala So much data and so little business intelligence. That’s the irony of the information age, which is adding another 2.5 quintillion bytes to the data universe each day. Companies can either get [...]

http://www.forbes.com/sites/ciocentral/2012/12/28/big-data-analytics-not-just-for-big-business-anymore/

Big data was big in 2012, it will be bigger in 2013
The big data hype continues, but one UK start-up is trying to use it to revolutionise traditional telephony in the same way Google did with the internet, says Monty Munford.
http://www.telegraph.co.uk/technology/news/9765345/Big-data-was-big-in-2012-it-will-be-bigger-in-2013.html

For more info on big data visit SiliconANGLE.com and Wikibon.org

]]>
http://siliconangle.com/furrier/2012/12/28/big-data-stories-links-week-of-dec-28th/feed/ 0
The Red Hat of Red Hat – Red Hat Making Moves http://siliconangle.com/furrier/2012/12/21/the-red-hat-of-red-hat-red-hat-making-moves/ http://siliconangle.com/furrier/2012/12/21/the-red-hat-of-red-hat-red-hat-making-moves/#comments Fri, 21 Dec 2012 17:33:17 +0000 http://siliconangle.com/furrier/?p=2392 Continue reading ]]> I love the analogies in open source.. new companies constantly saying “we are the Red Hat of {fill in the hot new tech}”.

Can’t count out the actual Red Hat.

Yesterday, Red Hat announced its third quarter results, including:

  • Third quarter revenue of $344 million, up 18% year-over-year
  • Third quarter subscription revenue of $294 million, up 19% year-over-year
  • Third quarter total deferred revenue of $988 million, up 21% year-over-year

Additionally, Red Hat announced that it has entered into a definitive agreement to acquire ManageIQ, a leading provider of enterprise cloud management and automation solutions.

According to the companies press release, Red Hat has agreed to acquire ManageIQ, a privately-held company, for approximately $104.0 million in cash.

My ANGLE:

Red Hat can be “the Red Hat of Red Hat” meaning they have a viable position in the cloud and open source.  As the saying goes, imitation is the highest form of flattery and Red Hat can take a nice position in what SiliconANGLE and Wikibon are calling Software-led Infrastructure.

]]>
http://siliconangle.com/furrier/2012/12/21/the-red-hat-of-red-hat-red-hat-making-moves/feed/ 0
The Global Warming of Venture Capital – Series A Cliff – I Predicted it http://siliconangle.com/furrier/2012/12/20/series-a-cliff-i-predicted-it/ http://siliconangle.com/furrier/2012/12/20/series-a-cliff-i-predicted-it/#comments Thu, 20 Dec 2012 13:13:53 +0000 http://siliconangle.com/furrier/?p=2385 Continue reading ]]> Forget the Fisal Cliff… what about the Series A Ciff. Here is a post titled Series A Cliff by Bullpen Capital who’s firm specializes in bridging angel seed rounds to Series A.

Link: http://bullpencap.com/2012/12/19/series-a-cliff/

All this chatter of a Series A Crunch makes light of a widening gap that looks more like the jaws of death for many seed funded startups, as the gap between Seed and A is becoming a yawning cliff… it really should show Seed shifted one year to the right, as we do below. The growing maw of the Series A Cliff is now vivid.

Bullpen noticed an increasing tendency of the seed funds, as they have grown in size, to inside-bridge their deals towards the A. They may find these are more piers to nowhere than bridges to A.

My Angle:

There is a dynamic where Series Seed (priced rounds) are factored in. Do they count as seed rounds or Series A rounds. In essence Series Seed is really a Series A. This is what I call the “Global Warming” of Venture. It shifts the numbers. I laugh when I hear a fellow entrepreneur say I am closing my Series A. I said how much did you do in your Seed round..they say “2.5m” — that is a Series A not a Series Seed.

I wrote about this trend long time ago

At the end of 2011 I called it Watch Out for “Seed Snake Oil” – Silicon Valley Venture Capital Series B Round Recession – Market is Correcting..

I’ve been saying for some time on SiliconANGLE.tv (over 500 interviews this year) that we are heading for a startup correction at the angel level. In essence a Series B recession. There are just too many companies getting seed Series A and most will not get follow on financing. As I said then which is true now that consolidation will occur.

The lucky or skilled startups will get to cash flow positive, close a VC B-round, or get a bridge from Bullpen Capital. For the rest it’s sell or fold. Most of the startup teams are small anyway so it’s a boon for the talent crunch we are seeing. For entrepreneurs it’s a missed opportunity or broken dream. My advice be careful for the “seed snake oil” – meaning it’s not just about money it’s about value add. Getting a startup to cash flow positive and/or follow on financing is the goal. That includes an investor who will align with the strategy and tactics of making that happen: team building, product help, and bus dev.

Seed financing has changed from added value to institutionalized funds. The old way was the good way. An angel was a “white knight” who was in it to win it with the entrepreneur not a spray n pray speculator. Watch out for the popular speculator who is selling “seed snake oil” – promises of their network, access to deal flow, talent, the best parties ,etc. What an entrepreneur needs is a wing man that experienced “white knight” who can really help them with the “hard things” involved in venture creation architecture/platform.

As the early stage investment world gets more crowded every day, it’s important for entrepreneurs to understand what works best in terms of selecting an early stage investor. At the end of the day it’s more important for entrepreneurs to get value add from their investors than money – it’s not about being popular or influential. Although popularity, drama, and influence are considered important today for some investors, the entrepreneurs are looking for trust, integrity, and value add.

Then in the spring of 2012 – I called it Hipster and fake entrepreneurship..

http://siliconangle.com/blog/2012/03/06/hipster-and-fake-entrepreneurs-and-vcs-time-for-real-business-not-bullshit/

Bubble or No Bubble:

No Bubble.  Entrepreneurship is flourishing and money is flowing.  This causes what I see as an Innovation Bubble.  The consumer bubble has popped a bit but the real business value is happening on the enterprise side.

There is real growth because of the massive transformation at many levels the obvious one that everyone sees is Mobile.  However, the action in the infrastructure will enable more creativity and startup projects from Big Data to new Software-defined “technology”.

Bottom line:

It’s a great time to build out some “real tech” that can build big companies.   The big disconnect on the Series A crunch is that most of those firms are lifestyle businesses not venture backed opportunities.  So the emphasis should be on getting to positive cash flow with health operation cash flow to fund growth.

My prediction will be that with open source we will see a surge of “lifestyle businesses”.  This isn’t a bad thing.

 

]]>
http://siliconangle.com/furrier/2012/12/20/series-a-cliff-i-predicted-it/feed/ 0
Twitter Hits 200 Million Active Users – Just the tip of the iceberg http://siliconangle.com/furrier/2012/12/18/twitter-hits-200-million-active-users-just-the-tip-of-the-iceberg/ http://siliconangle.com/furrier/2012/12/18/twitter-hits-200-million-active-users-just-the-tip-of-the-iceberg/#comments Tue, 18 Dec 2012 15:27:50 +0000 http://siliconangle.com/furrier/?p=2382 Continue reading ]]> Twitter hits 200 million active users declares we are the pulse of the world.

Everyone who follows my social media research over the past 6 years knows that I’ve been fascinated with Twitter. From the time that at PodTech I funded the promotion of Twitter at SXSW in 2007 to crawling the entire tweet data in 2008 to building social analytics product today, I am very bullish on Twitter.

This milestone is one step toward what I see as a utility in all of our lives. While Facebook and Instagram rearrange the deck chairs on how to serve (exploit) users, Twitter is slowly gaining ground globally.

My prediction is Twitter will evolve into something that no pundit or hipster thought leader ever thought it could become. It won’t look like what the product is now.

]]>
http://siliconangle.com/furrier/2012/12/18/twitter-hits-200-million-active-users-just-the-tip-of-the-iceberg/feed/ 0