The Six Five team discusses Google’s Data Cloud and AI Summit.
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Transcript:
Patrick Moorhead: Google Cloud and AI and Data Summit. And what I want to do is hit on one announcement in particular, and that is some changes that were made to BigQuery. So first of all, BigQuery is a fully managed data warehouse that is SQL based, that is realtime using large data sets. There’s also an element called BigQuery Omni that goes across – it is a multi-cloud offering that goes across AWS and Microsoft Azure that I think is pretty big. But what the company did is they introduced essentially what is called BigQuery editions. What they brought out was three different versions of this moving away from an all you can eat option, set the standard, they have Enterprise and Enterprise Plus. Standard is better for ad hoc development, test workloads. Enterprise is for more production workloads, for security governance, machine learning and data management integrated. And then the Plus is really about high mission-critical workloads demand the highest uptime availability and recovery in highly complex regulatory needs.
This to me indicates a maturation of Google Cloud, and I love it. Anytime you see somebody do segmentation, it is that they recognize that the business is so big we cannot peanut butter spread this. Adding the potential complexity of three different versions optimizes profits and gives customers what they want to pay for. And if you look at the pricing, the Enterprise Plus is two and a half times the expense of standard. And that makes sense when you’re developing ad hoc testing workloads, you don’t need all the bell and whistles that Enterprise Plus provides you.
They also added things like auto-scaling, which is nice, which is essentially nothing more than you only pay for what you get. And I really liked the way that the company outlined who could use this – retailers having these spiky workloads, maybe scaling a few hours a few times a year. Always use retail as a really good use case, particularly on the transaction side, based on that workload. Analysts compiling quarterly reports, startups managing unpredictable needs at the beginning, digital natives putting in variable demand, healthcare during seasonal outbreaks – so hats off to Google Cloud and their data day. They had two or three more announcements, but I thought that this was the most important one out there. And if nothing else, we’ve seen Google use data as a land and expand into more of the pedestrian type of workloads.
Daniel Newman: Well, if it says anything, Pat, I plan to stand up our data warehouse on BigQuery at Futurum and the Futurum Group.
Patrick Moorhead: So you made that decision?
Daniel Newman: I have.
Patrick Moorhead: Wow.
Daniel Newman: I made that decision. So the company does a lot of things right and when it sort of gets disproportionate attribution and credit for what it’s been able to do for AI and analytics, that stands true. And our new CTO agreed that that’s the right platform.
I thought some of the interesting announcements came around Looker. I thought driving its business intelligence… It was a small acquisition for Google at 2.6 billion, but the continued advancement in that particular area, it’s not just about being able to warehouse the data, it’s about being able to visualize the data. And also just the general auto-scaling capabilities I thought were really impressive. I think it’s interesting this week, I don’t know if you heard Pat, but Google went out and made some claims about Microsoft, feeling that there’s some anti-trust and interesting… And while that’s not specific to this Data and AI Summit, it is kind of interesting. It is kind of related right now that one company feels like it’s playing a little bit more fair and the other one is playing a little bit less fair. I haven’t read into it too much yet, but what I will say is I feel like Google’s been very, very focused on advancing its product, advancing its technology, being focused on giving customers what they need, being price competitive. And I think that while Thomas Kurian needs to get this thing to profitability I think he’s got some runway left to do that, but I also think building the best moats for certain capabilities and – I mean, what better place to be right now Pat than AI?
Author Information
Daniel is the CEO of The Futurum Group. Living his life at the intersection of people and technology, Daniel works with the world’s largest technology brands exploring Digital Transformation and how it is influencing the enterprise.
From the leading edge of AI to global technology policy, Daniel makes the connections between business, people and tech that are required for companies to benefit most from their technology investments. Daniel is a top 5 globally ranked industry analyst and his ideas are regularly cited or shared in television appearances by CNBC, Bloomberg, Wall Street Journal and hundreds of other sites around the world.
A 7x Best-Selling Author including his most recent book “Human/Machine.” Daniel is also a Forbes and MarketWatch (Dow Jones) contributor.
An MBA and Former Graduate Adjunct Faculty, Daniel is an Austin Texas transplant after 40 years in Chicago. His speaking takes him around the world each year as he shares his vision of the role technology will play in our future.
