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Unpacking the Week in Tech – The Six Five Webcast
by Daniel Newman | August 16, 2021

On this episode of The Six Five Webcast hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The six handpicked topics for this week are:

  1. Samsung Galaxy Unpacked
  2. HP Going All-in on Chrome?
  3. Salesforce Announced Salesforce+
  4. Amazon spends $120B in America
  5. AWS wins $10B NSA Deal
  6. Oracle Announced Availability of MySQL Autopilot

 

For a deeper diver into each topic, please click on the links above. Be sure to subscribe to The Six Five Webcast so you never miss an episode.

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Disclaimer: The Six Five Webcast is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we do not ask that you treat us as such.

Transcript:

Patrick Moorhead: Hi, it is Friday morning and we are here for another episode of The Six Five Podcast. My name is Pat Moorhead, with Moor Insights & Strategy. I am here in Austin broadcasting with my bestie Daniel Newman, Futurum Research. How are you doing, buddy?

Daniel Newman: Good morning, everybody, from the states, beautiful Austin, Texas. Me out in the hills, you down in the city, but you know, Pat? It’s just another great week in tech. We must unpack this week, the week of unpack, but so much going on. I’m very excited. Lots of news, lots of stories, but that’s not what we do and, by the way, this isn’t even my show to host, so boomerang it back to you.

Patrick Moorhead: Yeah, so it’s good to have you back in the country, my friend. Where were you again?

Daniel Newman: It was at an undisclosed location in the hills outside of Barcelona, Spain, doing something that most of you probably haven’t done, and that’s getting on an airplane. Oh, and if you’ve done that, it’s getting on an airplane transatlantic, and if you’ve done that, it was going somewhere for a short enough period of time that you could actually take your return COVID test when you landed. Let’s talk about how that worked. You can actually land somewhere, take the COVID test that will authorize you more or less to fly home the same day you landed, and then you go spend multiple days exploring the city and you’re still able to leave without it.

I don’t get this, dude. I don’t get it, but what I do get is that the planes were full, the hotels were sold out, the restaurants were packed. There were a lot of masks, which was good. I think there still seems to be this weird gap between what we hear and what we see because I could not get across the street without running into people, so the world is happening, and so we’ve just got this interesting inflection point where whether it’s Lollapalooza, whether it’s traveling abroad, people are out there living their lives, but we’ve got to find this balance between safe and happy.

Patrick Moorhead: Well, I appreciate you sharing that, and if you are new to The Six Five Podcast, we cover six topics, five minutes each, sometimes eight minutes each, and we might talk a little bit about the news to get context, but we really are about analysis and diving a little bit deeper into the meaning of it overall to the industry or to the company. Also, we do talk about publicly traded companies. Don’t take anything we say on this show as investment advice. This is for educational and hopefully entertainment purposes only. Let’s dive right in.

Samsung Galaxy unpacked. We have foldables, we have watches, we have earbuds and everything in between. The thing that I wanted to focus on was the foldables. Now, this is the third iteration of the foldables. I have mine right here, at least one of them. This is about all I can show under my agreement. That is the Galaxy Z Fold3. That’s the larger version, and then I didn’t bring the other one, which is the flip. Third generation and what I’m seeing here is a continual iteration year after year to make this market happen.

What Samsung did characteristically was very similar to what they did in their latest iteration is they made them more durable, they made them faster. Didn’t make them lighter or thinner this time, but that’s okay because they radically did this before. They improved the display and they lowered the price. In fact, I did a price comparison on a bundle and you can get the Z Fold3, which is the big one which is the one with the monster display on it, for about $400 more than buying a high-end iPhone Pro, so iPhone 12 Pro Max.

We’re really honing in on something big, and if you want to look at the fold and look at the classic iPhone 12, you can actually get that bundle with earbuds for a hundred dollars less than you can get an iPhone 12. I feel like this is where the curve starts to go up dramatically and very similar to kind of the curve that we saw when large form factor phones came out. We used to call them phablets where volumes were super low, in the millions, and you saw this just hockey stick curve up and to the right. I would be surprised if Samsung increases volumes by 5X, particularly on the flip at that price point, and then it’ll be interesting to see Apple before phablet says, “We’re sticking to our guns. If you want a large form factor device, we have a 6-inch iPad for you, and now we have 7-inch, well, 6.7-inch devices.”

The only other comment that I want to make on their announcement is watch, so Apple Watch is, let me just say it, it is the gold standard of watches right now, and I don’t mean all watches, but basically smart watches. The reason is is Apple put so much performance in there and so much storage and memory that it can actually run applications. Samsung initially took a divergent view and so did Google where it was primarily really just for notifications, but what happened is, I think, people expect to actually have applications on their watch and not just notifications or some mirror of what’s on their smartphone.

Google and Samsung got together on this Watch4 and created an operating system that is a lot beefier. The specifications and the chips are a lot beefier. It uses N5 processor TSMC. Notice I did not say 5 nanometer because it’s not 5 nanometer. It’s TSMC and 5 process. We’re going to see, we’re going to get it on, and I have the new watch at home. I’m going to give it a test, but this could be the beginning of some real competition for Apple Watch.

Daniel Newman: Well, as I said, we must unpack and unpack I did. Listen, Pat, a number of pretty exciting announcements there. How’s the crease? You’re actually a power user. I’ve watched you use this fold. He’s not one of these people that just gets them and is like, “Hey, everybody, look on my Instagram of me using.” I’ve watched you use this device for some time. How’s the crease now? That was my big concern. Is the crease holding up pretty well?

Patrick Moorhead: Yeah. This is actually the fourth generation of the crease. What they did is they enclosed it. You used to be able to get debris underneath the screen at this crease, and what they’ve done is they sealed. In fact, they’ve sealed it so well that it’s IP68. That means it’s water-resistant, and what they did is so they basically have a seal between the display so you can actually get water on this thing and it’s supposed to be okay. They also came up with a new screen from Corning called Gorilla Glass Victus, which in terms of sub-brands, kind of give me a break, but it is the best that you can get.

The final thing that I didn’t point out that I should have was that they added pen support, so what they did is they worked with Wacom with a special pen that’s made for this device. You can use it and have the same functionality that you would with a Note. I think as it relates to any Note user or anybody who gets into pen, or even a frontline worker, let’s put a case on this thing with a frontline worker with a pen doing check boxes and signatures and stuff like that, I think it increases the market size extensively.

Daniel Newman: That’s when you ask analystic question that was just, “Hey, how was the crease?” That’s what you get. That’s the answer you’re going to get-

Patrick Moorhead: I’m-

Daniel Newman: … no, it’s great. 60 seconds, I just want to bring one thing to the attention that you normally talk about because you covered it really, really well, but as a side bar, last week we talked a lot about the whole Google and putting their own chips in the Android phone and particularly partnering with Samsung. Well, a week later, the company hasn’t changed their direction there necessarily, but Qualcomm, Android, and Samsung came out with a joint release that the three companies are going to work deeply around the new Z Fold3 and Z Flip3, which are the foldable based on the flagships Snapdragon 888.

If you kind of wonder what is going to power this next generation of foldables, it is going to be Qualcomm, and then Google is going to be working closely to create these very immersive experiences to be able to use this foldable surface. Anyone that’s used whether it’s the Microsoft Duos or has used the fold realizes it’s not the same as a normal Android device. There’s a lot of work, a lot of development that went into it. These three companies are partnering together very closely. That’s creating a lot of benefit for all of the users and using these leading-edge best-of-class technologies and working together is what’s going to make foldable a thing. By the way, I do believe we’re getting close. Two years ago, I wasn’t buying it. I see the value, I see thy light. Pat, thanks for unpacking that one.

Patrick Moorhead: Yeah, you got it, and the last thing I’ll throw on the fire is for the first time, Samsung is actually saying it’s using a Qualcomm chip. Before, it said it’s using an Octa-core or something like that. Let’s move to the next topic. HP brought out two new Chrome devices, an all-in-one desktop and a Chromebook. The Chromebook is powered by a Qualcomm Snapdragon 7c, and the all-in-one is powered by an Intel processor.

Now, the big question here is, is HP going all-in on Chromes OS? These are really interesting devices. I was able to use this desktop. It’s a 21-inch desktop. Has a super cool industrial design. Check it out. You know how stylish Paula is and what she would let in the kitchen and what she wouldn’t, and she actually let me put this in the kitchen. Beautiful industrial design.

It is Chrome OS, it is not Windows, so it will not run Windows applications. It will run Android applications, though, and any type of web application that you can. I use the bare minimum configuration. It’s 599, so think about that. 599 with a 21-inch display, but it only had 3 gigs of memory. I felt that that experience was fine for using Chrome and web apps and even stuff like Instagram.

You can actually flip this 21-inch display to go vertical, so if you want to do Instagram, if you want to do any type of video applications that are vertical, you can do that. Where I wouldn’t recommend this 4-gig memory configuration for 599 is if you’re using OneNote or Outlook or Word, my experience was not good and I believe that you should really opt for the 16-gig configuration.

The other device that HP brought out was a Chromebook using a Qualcomm 7c and it was another cool… This is a relatively new configuration that Qualcomm has that has almost all of the performance of the Snapdragon 8, but it does not have 5G and it does not have 4G. The reason they’re doing this is to hit much lower price points and, I think if I’m correct, you can get the Chromebook x2 11 11-inch Chromebook with the Qualcomm Snapdragon 7c with the pen for 599. I think that’s very, very affordable.

I haven’t used that one yet, but it really is game on for Chrome. I mean, Chrome since COVID started has doubled its market share and it’s primarily with K-8, but also a lot of businesses out there picked up Chromebooks for the primary reason that they couldn’t find any other devices. They are very secure because for the most part you’re operating out of a browser. If you’re an administrator, you can turn off the Android capability.

You know, there’s a lot of question, Daniel, whether Chrome OS… whether this is just a blip because of COVID or it becomes more of a trend and where Microsoft could potentially be challenged. Well, they are challenged at the low end, but it doubling its market share in 18 months has to be a bit alarming.

Daniel Newman: Yeah. I think we’re experiencing both an expansion of the TAM overall, and then, of course, we’re seeing the fact that we had this shortage and we had to meet supply and we, sorry, we had to meet demand and Chromebooks was an opportunity to do so. We’ve seen, of course, Intel had a lot of growth at that part of their business in the last quarter. HP, what I like about what they’ve come out with is essentially the company is developing very high-quality industrial designs.

We’ve seen Chromebooks evolve from sort of these amorphous, ugly, physical machines that our kids had during high school or middle school to a machine that looks like a MacBook or it’s starting to look very nice. That 21-inch, very attractive to the eye running Android, for instance, on it, now you start running applications and it starts to become like a giant sweet iPad for Android users.

I know, again, I’m not saying Apple iPads are sweet, but for some people they’re pretty darn sweet. Then, of course, the price point, you’re getting 21 inches of surface that enables a whole lot of work to be done. The last thing is it’s a clear indicator as it grows that there’s a huge growth in enterprise for SaaS applications because if you have a browser and you’re running SaaS, as long as you have enough compute power, enough horsepower, you can have a pretty good experience and that’s a pretty low-cost machine. 21-inch, for instance, at 600 bucks, being able to run apps in a browser. That’s like a nice desktop setup for somebody using something like, I don’t know, Salesforce and doing it right out of the browser. I’m just saying that for example because we might be heading down that path to talk about that pretty soon.

By the way, last comment, Pat, just got to throw this in as a sidebar, our friends at Morgan Stanley, they downgraded Micron this week and I know we’re not talking about memory chips, but all I’m saying is, why is it that everything we talk about, whether it’s Unpakt, whether it’s Chromebooks, is exploding. It’s all about [crosstalk] these analysts are somehow are all being negative and bearish on memory or any semiconductor. Hello, the demand isn’t even close to being met right now. Why are we downgrading stuff? Just as we talked about HP, Samsung, and the explosion of demand for these new forms, memory is going to support all of these things. What’s going on, man? What am I missing? Are semiconductors slowing down?

Patrick Moorhead: Yeah, you know, this sounds like a great topic for one of those extended-

Daniel Newman: Other show.

Patrick Moorhead: … one of those extended… Maybe it’s an extended show or maybe a bimonthly where we can do deeper on something like that. We should talk about that’s a great first topic we can hit, which is the PC and the device TAM and how that relates to semiconductors. No, that’s good.

Daniel Newman: Yeah, buddy. Let’s do it. Let’s come back to it. I know we can’t do it now. It just crossed my mind. I was thinking about it as we’re talking about all of this rolling market share and TAM. All right let’s keep going.

Patrick Moorhead: Let’s hit the next topic. Salesforce looks to be competing in the video space. Maybe they want to be the Netflix of business videos, Daniel? I mean, is this a super innovative thing? Or just a company that has too much time and money on its hands?

Daniel Newman: Interesting, so yeah, we were talking about it, Salesforce Plus, which is going to be rolled out this year at Dreamforce. Essentially, it’s going to start out as like four channels launched at Dreamforce. It’s going to cover Trailhead, which is its training. It’s going to cover a series of industry topics, so I think it’s Trailblazer, Customer 360 for Success Stories. It’s going to have what they call a Prime Time Channel, which is going to be like its announcements and news. It’s basically going to be like the broadcast engine of this year’s Dreamforce.

You got these four channels and what we’ve really got going on here is that it’s a digital media network. Now, going back 10 years, I was saying that brands are the future of media, so we’ve seen whether it was when Adobe launched CMO.com, when we’ve seen companies come out with these brand identities sitting underneath an enterprise to inform. Well, we sort of had the reverse situation during COVID. Events used to be everything. Events were the way and, of course, anyone that knows or has been to Dreamforce knows the amount of depth and commitment that the Salesforce ecosystem has to Dreamforce.

Well, now, you don’t have the same event, and even if the company does wind up being able to deliver a life experience, it’s going to be this hybrid experience. How do you immerse people more closely? Well, today, we’ve all seen including, I don’t know, maybe one of the world’s greatest events called The Six Five Summit, where the biggest leaders in tech come to go. When you want to put that out, you’ve got to build this whole brand experience and identity.

Where does that brand experience and identity go? Well, we’ve seen consumer tech, whether it’s been Apple Plus, Paramount Plus, whether that’s been Netflix, whether that’s Hulu, we’re seeing all of the consumer content go towards these streaming experiences full of content that’s high value and impact for people that like sports or people that like movies or people that like sitcoms and shows.

Well, Salesforce has kind of taken a two-fold approach here. The first approach is they’ve got their inherent customer base that really cares about Salesforce content and maybe are looking for new ways, more immersive ways to experience that. I kind of called it CNBC meets QVC. You’ve got this business broadcast, but it’s advertorial. It’s going to be content that helps people better understand the market that they’re already invested in. They’re immersed in it. The other side of it, though, is how does that, I know you want to say something, is this whole idea that, how do you expand that? There’s so much interesting and high-impact business content.

If you are the average person perusing the internet, what you come across is rarely dictated by what you want to see most. It typically is what the internet thinks you want to see most based upon your behavior. Salesforce maybe believes deep down that when it comes to the business content that you consume, whether that’s better understanding how customers are digitally transforming or specifically learning about new products and solutions that they can do a good job of helping to disseminate that information to you.

Our enterprise is going to be the next big broadcast channel. Is this a forward move or backward move going into more of a broadcast as opposed to using YouTube and using Vimeo and using an owned media site? Using social? Well, what I do see is aggregation here. How do you aggregate all of the content, put the best content in one place, make it consumable? Pat, I’ll add one thing that I know you will appreciate here, and that is high production quality because the one thing that we know from doing an event when we on Skype, when we went into a real studio and we created high-production segments, those were the best performers we had as opposed to a StreamYard or a Zoom or a Webex segment, which are great, but they’re not the same as doing something with high production.

Maybe we’re starting to see a little bit of a pivot back to higher production video here. I think Salesforce Plus could be a plus, but it’s going to take a little time to see how this evolves from being more of an advertorial network of content centered around Salesforce to, is the company going to become the epicenter of business content and take on our current business media networks?

Patrick Moorhead: Gosh, where do I start? On Trainable, Daniel, my first take is, do you do a press release? Do you do a big launch on your own internal content? No, it just seems… It was just odd to me. It seemed like kind of marketing going to town. CMO wants a press release and the company wants to look really, really smart. If they’re trying to take on broadcast video, listen, I can see why a company… I think a company does need a combination of their own first-party content, and then they need attribution from third party, and some of that’s earned and some of that is paid.

As I see the tech press going through its financial challenges and a lot of the top tech press that I used to follow going to Substack, creating your own channels, I think everything is up in the air. Did it warrant this big splash? I don’t think so. Most companies do this and they don’t even talk about it because why would other people… or why do people even care? Right? I mean, is this going to make Salesforce a stickier place? Is it going to be a destination? Am I going to want to go to Salesforce for my content as a small business and they’re going to teach me how to do that?

I’m going to go to them as opposed to HBR or MIT Technology Review. I don’t know. We’ll see. We’ll see. I’m keeping an open mind here. My initial thought is…

Daniel Newman: … and can an enterprise become the next big media? I mean, that’s the question mark. Can an enterprise compete with, I don’t know. Look at what Amazon’s doing buying Studios. Maybe there’s something here.

Patrick Moorhead: I get it on the consumer play, my friend, I totally a hundred percent. Distribution is no longer a differentiator and therefore you have to have the content. The networks are feeling that and everybody knows they have to get into their first-party content. Amazon was only a distribution play, did not have their own content, and that’s why they’re buying it, but I’m having a hard time, maybe I’m just not progressing enough figuring it out from a B2B standpoint.

Daniel Newman: Yeah. No, absolutely. As we move to the next one, I say is, will we start to see big enterprises buy big business media? You know?

Patrick Moorhead: Yeah.

Daniel Newman: That might be something to keep an eye on.

Patrick Moorhead: Oh my gosh, we’ve already seen that with The Washington Post owned by Jeff Bezos, and doesn’t Benioff own… Is it Newsweek or Time?

Daniel Newman: Yeah.

Patrick Moorhead: Owns-

Daniel Newman: Yeah.

Patrick Moorhead: One of those. Hey, let’s get into the cloud here. AWS 1810, billion-dollar deal to supply the NSA. Gosh, is this going to be another Jedi redux here, Daniel? What’s going on?

Daniel Newman: Geez, Pat. First of all, I loved… One of the articles I read, it was something like, “The NSA, The National Security Agency, was awarded a secret cloud computing contract worth up to $10 billion.” Guess [crosstalk] what? The secret’s out, everybody. They won. I think it was a contract that had a code name Wild and Stormy, which is just for fun. Yes, much like Jedi, I believe, Pat, that within like hours of the supposed award that we already saw Microsoft file an appeal on the award. I do wonder if any large government cloud contract will ever be awarded again without controversy or contestment from the competitors that feel they did not win.

All of these companies have continued to evolve and build better and better mouse traps and more and more vertically- and horizontally-integrated solutions. I’m sure all of them, whether that’s Oracle, IBM, Google, or Microsoft, or AWS feel that they’re more than capable of supplying every one of these contracts. The details on this award are pretty sparse, Pat, so I actually think the most interesting debate here really is, what does the future of government contracting for cloud look like?

My take here, Pat, is two things. I want to keep this particular segment kind of short because we went a little extra on the beginning one, so we have to always make up for it, but to what I had just said is I think, Pat, unfortunately, we will see every major cloud contract in our future will be contested. Secondly, I actually do believe that single award is going to go by the wayside in the future. This will go by the wayside as almost instantly as fast as we saw CEOs like Andy Jassy and Satya Nadella stand up and acknowledge that multicloud is a thing.

The CIA had what was called a CTE contract that was worth supposedly tens of billions. Guess what happened, Pat? It was awarded to five companies. That means [crosstalk] every major cloud player in the U.S., I believe that entails them all, IBM, Google, Oracle, AWS, and Microsoft, were part of that award. I think that’s what we’re going to start seeing in the future.

If this big Wild and Stormy contract ends up being a wild storm of litigation and ongoing press and delayed deployment, which is really what needs to happen, I think we’re going to see more and more governments are just going to start splitting them out and creating what I would say almost are these buffer zones where $10 billion is split up not five ways 2 billion, but it could be nine goes to one and one goes to five. It’s going to give them these levers to pull to make sure if everyone’s awarded, maybe it will speed up the deployment.

Patrick Moorhead: Yeah. I’m really wondering if this will actually help multicloud become easier? Today, multicloud is not easy. You have to have a data plane, you have to have a security plane. You have to have a lot of other things, networking plane. Networking is different and I’m curious if this will force a government API that says, “No, no, no. All of my suppliers are multicloud. You need to get on the same API because I’m not going through all of this.” Okay, yeah, I’m really [inaudible]. By the way, for the record, I don’t think Andy Jassy has ever said multicloud is a reality. He says hybrid cloud is a reality and the company introduces multicloud capabilities like a Kubernetes.

Daniel Newman: Though, Pat, says everything. Okay, you’re right, he may have never used the word, so please, if you’re out there and you want to correct me, feel free to use this as an opportunity.

Patrick Moorhead: I already did, Daniel, so-

Daniel Newman: Well, you’re always talking about people that are actually doing the research.

Patrick Moorhead: Ouch, ouch. All right, next topic, please.

Daniel Newman: Let’s stick with Amazon.

Patrick Moorhead: Let’s stick with Amazon. Amazon made an announcement yesterday, and you can also read this on my Forbes article that Amazon announced that in 2021 it will have invested or spent $120 billion on first-party supplies and services in 2021. It’s funny, this is right on the heels of the PPI saying that Amazon is the largest investor in America in terms of any type of investment that’s Capex, and that’s even hiring people. You know, I think this is important. Amazon deservedly gets some heat in a lot of things, but I think most of the press takes a glass-half-empty approach to the company, I think, primarily because Jeff Bezos is the richest man on the planet and it’s so powerful.

Listen, I don’t want anybody to confuse that with I do think that the third-party independent press should always be keeping people accountable, but I think it has gone a little bit overboard and things are viewed in different types of lens. Let’s face it, if you’re beat and all you do is write about Amazon, you’ve got nothing to write about Amazon about and something pops up that they could be controversial or make a good headline, I think you’re naturally going to write about that. It’s just balance, and the reason that I wrote this article was to give some balance to the conversation. I think it’s also important that anybody who is looking at antitrust actions and potentially weakening Amazon in some way, shape, or form also understands the investments that the company is making.

By the way, I would never say that that would ever overshadow anything that would be antitrust or abusing antitrust, but I think by looking at these things holistically is important. When I look at… It’s well above the minimum wage. It is decade ahead of The Paris Accord on the environment. It’s the nation’s largest employer at this point that’s not government. I think all of those things need to be taken and looked at.

Daniel Newman: Yeah, because of our time and we need to keep the show moving, I could talk about this topic for an hour. 150 billion invest in the U.S. in small and mid-sized companies. This is an absolutely boondoggle for all of this antitrust talk. This wouldn’t be one-to-one distributed out through a less capable platform. This is based upon growth. This is a growing ecosystem that has massive implications for small business and creates and validates small businesses in a way that would be very difficult for them to do for themself.

When it comes to antitrust, breaking up these companies, I’ve written a piece… I wrote a headline in MarketWatch that said specifically, “Treat Amazon differently when you talk about big tech regulation,” because it’s a different thing than an App Store.” It’s a different thing. It just is and it needs to be looked at. These things sometimes don’t want to be considered, but they should be.

Pat, another topic for you and I to deep dive on a separate show, format you’ll see more from us soon when we deep dive into some of these controversial topics, provide everybody the color. We’ve got one more topic. It was a heater for this week, Pat. I’m not the host, so my instincts took over.

Patrick Moorhead: Yeah-

Daniel Newman: It’s your turn.

Patrick Moorhead: … I am so sorry. No, no. I appreciate that. No, Oracle introduced the MySQL version of HeatWave and they did send shockwaves because they basically named and shamed every data based company out there. My favorite is what they talked about with Snowflake, which is they’re just fun to pick on because their growth rate and the way that they deal with the industry. Essentially, it’s an in-memory database as approach and it’s accelerated by AMD Epyc hardware, and essentially it does two things. It does transactional and it does analytics at the same time and it’s in memory. That’s what gives it… Oracle’s claiming seven times faster than Snowflake at one-fifth the cost.

I love the name because it is absolutely bringing the heat here and I know everybody is paying attention. You know, when sometimes things are too good to be true? They are, but here just based on how they’re approaching it and you don’t have to ETL data between OLTP and analytics and it’s in-memory and it’s accelerated, that’s why these numbers are so astronomical. There is a cost to moving data between OLTP and ETLing it out to an analytics program.

Oracle, one step ahead on MySQL. By the way, don’t forget, Oracle owns MySQL. That’s something that people forget. Everybody’s like, “They can’t be. They can’t be the largest customer.” Well, they bought the company MySQL, so they know MySQL really, really well.

Daniel Newman: Yeah. Just quick touch because we’re coming up on time, Pat, but Ron Westfall, Research Director on my team, wrote a great headline. He came up with, I want to give him credit. He said, “Oracle MySQL HeatWave Melts Snowflake With Unparalleled Price and performance.” Read that piece. I’ll put it in the show notes. You know, he named a couple of really big advantages. Because this was built for cloud, built with Oracle in mind and with the fact that the company owned MySQL, the ML and automation that’s built in, the autopilot architecture for MySQL to scale out data management, and the fact, like I said, that it was cloud-first design.

Let me just reiterate the things that you said, Pat. 6.8 times faster performance. 5.2X cost advantage, meaning you’re basically talking about the example they used. On an equal cost, you’d spend about 80,536 a year. On HeatWave, what would cost you $420,480 to run on Snowflake. It’s a no-brainer. Snowflake has to be trembling in its boots, but there’s no snow on the ground, so maybe it needs to wear sandals.

Patrick Moorhead: Ooh, I like that. Daniel, I’m going to take us out of here. I want to thank everybody for logging in, signing in. If you like what you heard, press that subscribe button and give all compliments to me. If you didn’t like something on the show or have a complaint, @danielnewmanUV on Twitter. Have a great weekend. Thanks for tuning in. We appreciate you. We love you. Take care.

About the Author

Daniel Newman is the Principal Analyst of Futurum Research and the CEO of Broadsuite Media 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. Read Full Bio