December 6, 2021
Photo: Cayce Clifford/Bloomberg via Getty Images
Good morning, and welcome to Protocol | Enterprise. This Monday: Google Cloud has a (new) feeling about Knative, why chip executives want Congress to get back, and AWS heads into the Studio.
As Google finally started to get its cloud division oriented around the enterprise customer during the last few years, the company’s once-clear stance on open-source software and the value of industry foundations has become much murkier.
The latest source of confusion came last week, when Google announced that it would submit Knative — a key serverless computing open-source project — to the Cloud Native Computing Foundation. Curiously released right as the cloud world’s attention was focused on AWS CEO Adam Selipsky’s first re:Invent keynote address, the decision means that the project’s intellectual property, trademark and — most importantly — code will be managed by a vendor-neutral group.
It’s been quite a journey for Knative, which drew a lot of attention from across the cloud-computing industry after it was first announced in 2018.
Developers found Google’s approach particularly egregious given the company’s longtime support for open-source software and causes, for which it enjoyed outsized goodwill compared to one-time open-source foe Microsoft as well as AWS. But Google began ceding a degree of control over both Istio and Knative during 2020.
Why does this all matter? Foundations have their issues, but most enterprise tech people we’ve talked to in recent years agree that there’s no way Kubernetes would have become such an important part of the cloud if it was controlled by a single cloud vendor.
This decision could rehabilitate Google’s image among developers and partners who felt cheated by its late 2019 stance toward Istio and Knative, but some will still be skeptical.
There’s top sales talent—and then there’s transformational sales talent. The difference between the two is massive. In this episode of Club Revenue, DocuSign’s RVP of Sales, Madalina Paul, shares how to spot the top 1% and how to set them up for success.
Congress, amirite: For all the talk in Washington about the need to make sure the U.S. stays ahead of China in tech competition, there’s been much less action on billions of dollars in potential subsidies for domestic chip production. Protocol’s Max Cherney took a deeper look at delays that are starting to frustrate chip executives and Commerce Secretary Gina Raimondo.
Cloudy AI: The major U.S. cloud vendors have all proposed donating time and services to create an AI research cloud for the federal government, but some in the Biden administration are wary about further entrenching the power of Big Cloud. Protocol’s Kate Kaye examined how two executive-branch priorities — keeping up with China’s AI research and reining in the tech industry — are competing for attention.
Join us Wednesday, Dec. 8, at 10 a.m. PT for The Year in Enterprise Tech, a live virtual event recapping the week that was at AWS re:Invent and discussing some of the most important trends and developments that will shape enterprise computing in 2022. Our panel features Shelia Gulati of Tola Capital, Liz Fong-Jones of Honeycomb, and Corey Quinn of The Duckbill Group in a free-wheeling discussion moderated by Protocol's Tom Krazit. RSVP here.
Airtable is about to raise $700 million in new funding that would value the project-management collaboration company at $11.7 billion, according to The Information.
DocuSign’s stock fell an astonishing 30% last week after it lowered revenue guidance for the upcoming quarter, suggesting that the stock market’s infatuation with enterprise SaaS stocks is fading as they fail to replicate the one-time surge in revenue growth caused by the pandemic.
Club Revenue on Nasdaq digs into the strategies driving revenue growth at the highest performing companies. Tune in as Clari’s CMO Cornelius Willis interviews innovative revenue leaders to learn their secrets for optimizing talent and maximizing revenue.
What’s the mood like at Google Cloud? It’s been three years since Kurian took control, and both revenue and resentment at his sales-oriented style have grown, according to Business Insider.
Like most consulting companies, Deloitte has come to recognize the importance of homegrown software talent. It just acquired Bias, a company that specializes in developing applications for Oracle’s cloud.
AWS introduced a low-code app development tool called Amplify Studio, which works with Figma’s popular design tool. It’s further evidence of Selipsky’s push to get more people outside of the traditional software development community using AWS.
Thanks for reading — see you Thursday!