ArchiTECHt Daily: Containers are a sneaky big market

When I looked at the January edition of this running 451 Group report on container-market revenue, I
ARCHITECHT
ArchiTECHt Daily: Containers are a sneaky big market
By ARCHITECHT • Issue #50
When I looked at the January edition of this running 451 Group report on container-market revenue, I focused on the 2017 number, $1.1 billion, and thought it was a little high. Even with about 125 companies included in the list, I still do.
Yesterday, however, I saw the latest edition of the report, which includes a prediction of $3.44 billion for 2021. That’s a number I can get behind; it might even be low. In a broader enterprise IT world dominated by headlines around Amazon, Microsoft, Google, IBM, Salesforce, etc., containers represent a relatively silent revolution. 
But make no mistake: Large enterprises and startups alike are already using them, and are making big plans to expand their usage. As the foundational technologies mature over the next couple years, I suspect we’ll see a lot of experiments and open source deployments turn into revenue for the companies selling container technologies. 
The Kubernetes ecosystem—which includes Google, Red Hat and Microsoft, among others—might drive adoption, but AWS, Pivotal, Docker, Mesosphere, Hashicorp, Rancher, CoreOS will all get a piece of the pie, too (some bigger than others, obviously). Throw in the Sysdigs, Twistlocks, Buoyants and many other companies providing supporting technologies, and you have an ecosystem ready to explode.
The chart from 451 Group showing predicted market growth is below. For more on containers, you can also peruse the archives of this newsletter or check out these architecht.io interviews and episodes of the Architecht Show podcast:

Source: The 451 Group
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Bonsai is an AI startup trying to making it easy for developers, and their companies, to take advantage of artificial intelligence. In this ArchiTECHt Show podcast interview, CEO Mark Hammond explains how it works and shares his thoughts on the AI space, in general.
Listen to the ArchiTECHt Show podcast
Around the web: Artificial intelligence
I swear I didn’t read this before writing my newsletter yesterday, but it hits on many of the same themes. Deep learning has huge potential in diagnosis, but there is a lot to the practice and business of health care beyond that.
This survey suggests they don’t. This relates to the discussion about health care, too. I trust my Echo to set an accurate timer, but I wouldn’t trust software alone to file my taxes. But a CPA augmented by AI? Sure.
Peter Lee is talking about the systems Microsoft uses internally—which the company custom-built for their specific purposes—but it’s still a somewhat surprising admission for a company that sells AI services. 
This is really cool, and builds on related work by OpenAI, DeepMind and others. Obviously it’s still research, but you can imagine lots of applications where it would be useful. Speaking of Baidu, here’s a story explaining why it should be fine without Andrew Ng.
What’s good for pharma and biotech is good for materials, too. Machine learning can make these discoveries much faster.
This is fairly awesome. If there’s a labor-centric argument for automation, it’s that humans and robots working together could boost quality, productivity and safety.
Remember last week when Google announced that YouTube will now include closed captions of audio events to help hearing-impaired viewers? Here’s the dataset that others can use to train similar models.
I’ll be honest: I haven’t listened to this podcast. But the snippets here seem pretty useful if you’re in the market to, well, market your ML skills for hire.
A patent on a system that lets an autonomous car shift control back to a human in the case of an emergency. I smell royalties and/or lawsuits.
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Just a reminder that machines can’t do everything yet, even in areas where they’re making good progress. I wonder how soon it will be until Netflix puts AI in this loop in a significant manner.
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Around the web: Cloud and infrastructure
It would make sense considering the company’s current financials and the general goodness of tech IPOs lately. For more on enterprise IPOs, read this.
Here’s it’s story of using both AWS and Azure. Even more interesting might be a story about dealing with these mega companies and cloud providers as customers.
The title says it all. This is really insightful if you’re wondering how GAE has evolved and where it’s headed. Spoiler alert: It’s not all sunshine and rainbows.
The headline links to an opinion piece about Amazon’s questionable open source efforts compared with its cloud rivals. The following links suggests a reason why AWS probably isn’t sweating OSS (at least at the moment)—because it’s still killing it
Sponsor: Marshal.io
Around the web: All things data
This is such a jam-packed competitive space. But Alphabet leading the round and Goldman Sachs chipping in suggests, to me, that Looker is onto something.
An interesting writeup on a system called Opaque, for doing analytics in in the cloud on encrypted data (and then some).
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