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The Cloudcast

2022 Year in Review & 2023 Predictions

62 min • 21 december 2022

Aaron and Brian discuss the 2022 Year in Review, highlighting the biggest trends, as well as making 2023 predictions. 

SHOW: 679

CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotw

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SHOW NOTES:

THE BASICS:

THE BIG NEWS AREAS:

  • Tech layoffs in 2HCY22
  • VMware got acquired by Broadcom (will be part of CA+others)
  • The US made a big investment in CHIPS
  • NVIDIA’s acquisition of ARM fell through
  • AWS - $60B>$85B (+28%), Azure - $35B>$50B (+42%), GCP - $15B>$27B (+38%)
  • Microsoft is now 50/50 in Software and Cloud revenues
  • AWS re:Invent is different under Adam Selipsky
  • Between Texts and Images, AI seemed to make a big leap 
  • WebAssembly (WASM) is starting to make noise in new ways (PaaS 2.0?)
  • Is Platform Engineering replacing DevOps and SRE?
  • Docker 2.0 is making money

2023 PREDICTIONS: 

Aaron’s Predictions:

  • We’ll see a Twitter clone founded by folks that left
  • Azure will become #1 public cloud (pulled from 2022 predictions)
  • Docker will become a unicorn again and prove everyone wrong
  • 2023 will be the year of the down rounds:
    • Worldwide: 450 unicorn and 24 decacorn
    • A unicorn will go under
  • Apple will  finally give everyone a peek at their EV car in development, just to mess with Elon a bit.

Brian’s Predictions:

  • We’ll start seeing some of the 2020-2022 unicorns acquired as sub-unicorn prices
  • Serverless makes a comeback as a cheaper computer alternative
  • FinOps conferences become a must-attend event
  • GCP makes a huge hail-mary acquisition

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