The Six Five team discusses the announcement of Oracle MySQL Heatwave Lakehouse release to general audience.
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Transcript:
Pat Moorhead: So we don’t normally talk about GA announcements, we talk about product launches, stuff like that. We did hit one last week with IBM Watson X, but it better be good, it better swing you around the room. I think this was a good one to put in here. So Oracle MySQL HeatWave Lakehouse, I’m going to say that three times fast. It was announced in March, and like I said, it’s GA today. So what is it? Well, first of all, it’s a fully managed service that is GA on OCI and Azure, and AWS later this year. It is a fully managed Lakehouse for MySQL in query up to half a petabyte.
So some definitions for the non-data geeky here. A data lakehouse combines the benefit of a data lake and a data warehouse. Just love those engineers and their naming. Now, this one’s actually pretty straightforward. A data lake is about storing raw, unprocessed data, multimedia log files, big files. A warehouse is more about structure data, process data. Tends to be texts and numbers, and you slam those together to get the best of both worlds. And then you attach that with MySQL, that by the way, is used by all the web-native companies. I mean Facebook, Twitter, LinkedIn, Netflix, Uber, GitHub, Zendesk. And then a lot of the big companies like Bank of America, Citibank, Tesla, Toyota. So very, very popular here.
One of the biggest things here are the benchmarks. When you run this on OCI, and by the way, just a caveat. This service is not as fast on Azure and AWS as it’s going to be on OCI, because it’s not using the same hardware platform. But when you are on OCI, based on at least some of the TPC-H benchmarks that Oracle threw out there, we’re talking 17 times faster than Snowflake for MySQL, 9x faster than Redshift, 17x faster than Databricks, 36 times faster than BigQuery.
Listen, I’m a fan of things like BigQuery, and I think Redshift is nice too. When you apply an appliance, an accelerated appliance, and you shove all this stuff into memory, and having super high speed storage, you can’t compete on performance. So I’m not surprised these numbers are legitimate.
It’s more than performance though, it’s about automation as well, because you could put a ton of DBAs in here to be able to support this. But the great part is, you don’t have to. I remember when Larry Ellison got on stage and talked about all the automation and all the challenges and all the mistakes you can make with people. Larry loves people, I think, but getting less people to do more work is always a good thing. So when it comes to stuff like system setup, data load, failure handling, query execution, it is auto magic.
I also appreciated with GA, you expect customers. And two customers that were highlighted were Deloitte and Natura. So get it today on OCI, get it today on Azure, get it on AWS later this year. Everybody trying to knock off Oracle and database, and they show up with a managed service that’s accelerated on their own hardware and available through Azure and AWS credits.
Daniel Newman: You hit it on the head, Pat, and there’s a lot of really good things in here. There’s some really good collaboration too. It’s a tremendous use case for AMD and Epic and what they’ve been able to build, the optimization on the silicon. The performance against the big names is pretty incredible. And that’s something that when you talk about a highly specialized accelerated workload, this is a tremendously powerful use case. I mean, they had one benchmark where they were saying, what, nine times faster than Redshift and 36 times faster than BigQuery? I mean, you’re talking about real acceleration and you’re talking about with traditional object store anywhere from twice as fast as a pure SaaS service like Snowflake to nine times faster than Redshift.
So you’re seeing some really positive benchmarks and this is what I would say isolating a specific workload and use case and really nailing it. And this is where Oracle shines, Oracle has hundreds of thousands of customers running MySQL that need access to data and need it to be able to be processed very, very quickly. So you really hit this on the head. It’s a GA thing, we did hit this when it was initially announced, so I don’t think we need to dive too much further into it, Pat. But in the era of AI, the ability to process data is the absolute demarcation between companies that are going to get productivity and outcomes and those that won’t.
Some of this stuff, when you’re a small business and you have a small number of queries, it’s like, “Eh, whatever.” But when you’re a large global enterprise that your business is running thousands or more concurrent processes, the time matters, speed matters. And these are things that create efficiency. And by the way, cost efficiency, not just personnel efficiency. So Pat, this is a really positive announcement.
It’s going to be interesting to see how the competition addresses this to not allow Oracle, because this is really a way that Oracle can wrap itself around its customer base and slow migration. And this also has an impact on the growth of OCI, which has been really positive in recent periods as customers don’t feel as obligatory to take public cloud workloads out of Oracle. And that was something that they needed to protect and this is one of those cases where they’re like, “Run it on our infrastructure and you’ll get better results.”
And by the way, this is their thing, right Pat? Is we’re cheaper. And I know cheap is a double entendre, but as they’re processing, as the silicon gets better, as the services get better, cheaper is not just cheaper anymore, it can be better, it can be. So something to look out for.
Pat Moorhead: Yeah. One thing I really appreciate is how do you compete with the public cloud? Well, what you do is you make it available everywhere, you put services together that can cross private and public cloud and even some legacy installations. And then you put the rip fricking roaring performance on prem and on appliance. My guess is if this gets too successful, you might actually see the appliance sitting in a public cloud somewhere at some point. By the way, you can stick this appliance in a colo.
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.
