Everything Peter Levine said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Levine: No Open-Source Company Has Been Fully Displaced by Cloud Providers
“Can you name a single example of a company that's been fully displaced by a cloud provider? And the answer is no. And so I think that our concerns around large cloud vendors coming in and just co-opting an open source project and putting you out of business, t…”
Levine: Traditional imperative logic programming is reaching the end of its lifecycle
“I believe that programming is sort of in the life cycle of Programming is sort of at the end. Like, you can only write so many if-then-else statements. You're kind of done with logic, right, in that sense.”
Disk drives, tape drives, and SSDs will all go away
“We will have much more in-memory data, systems that literally live in real memory, and the notion of disk drives and tape drives and even SSDs will all go away.”
Levine: Google and Facebook infrastructure is more advanced than AWS
“I think that the Google and Facebook infrastructure is now moving in my opinion, more advanced than what Amazon is. Amazon was created several, many, sort of, already generations ago, relative to this commoditization curve.”
Levine: The replacement of cloud computing is already underway
“About six months ago, I started to think, well, what happens when cloud computing goes away? You know, of course, to myself, I'm like, well, it's so popular, and now how could it go away? I think it's actually happening right under our nose, and let me show yo…”
Levine: Machine learning applications will execute at edge endpoints, not the cloud
“So the only way that we can look into an image or look into the massive amounts of data is with machine learning, and that machine learning, the algorithms and the applications employing machine learning will run at the end point. It's not going to be machine …”
Levine: The explosion of sensor data will kill the cloud
“Sensor data explosion will kill the cloud. Sensors are going to produce massive amounts of data. The existing infrastructure will not be able to handle the data volumes or the rates, and data is going to be stuck at the edge, and computing is going to move alo…”
Levine: Delay sales team expansion until strong customer demand emerges
“We're not going to in, we're not going to expand the sales organization till we see the whites of their eyes... When the customer starts demanding this, then we're going to go build a sales organization, right? Or add the reproducibility.”
Levine: GTM fit requires 70% of sales reps generating 3x loaded cost
“What I like to look at is that a sales person is generating greater than three times their loaded cost, meaning Base plus commission. Let's say a salesperson cost 500,000 dollars a year or 200,000 dollars a year. They need to generate a three X multiple on tha…”
Levine: Startups need 4x pipeline coverage to hit quarterly sales numbers
“One of the metrics to be used in the industry is at the beginning of the quarter, you want to have between three and five times the pipeline to close the quarter. Ok? If you don't have four times the pipeline At the beginning of the quarter, you're not gonna m…”
Levine: Non-technical domain experts manipulating data will be the next programmers
“By using data, and having folks optimize the data, they actually become the next generation of programmers. They're not trained as programmers. They won't even know what a program really is. They're all manipulating data in the context by which they are famili…”
Levine: Data science will replace traditional coding as computer science foundation
“You know, I think that data science will become the new academic approach in computer science. There'll be less coding and more about data science. New algorithms for data science, new Approaches to understand the world around us. So, you know, we can call thi…”
Levine: Pure open-source support business models are not viable beyond Red Hat
“The whole support model really not being very viable outside of what Red Hat has done.”
Levine: The Red Hat Open-Source Support Model Has Only Worked Once
“And that model has worked, in my opinion, exactly one time. That's worked for Red Hat and not so great for everyone else.”
Levine: Activist Investors Would Have Blocked EMC From Buying VMware
“Because activists were involved with current EMC, if EMC were now, it was 15 years ago, and EMC were faced with buying VMware, and they had activist pressure on their board, they would not be allowed to buy VMware”
Levine: Dell Bought EMC Because EMC Had Activists and Dell Didn't
“Dell was able to do this deal because they had no active. They were a private company and had no activists. EMC could only do this deal because they had activists”
Levine: Code authorship matters more than IP ownership in open source
“IP ownership is, to me, less important than who actually wrote the code”
Levine: Commercial software forks will never rival original code inventors
“The fork company is never going to be as strong as the one, ah, who has invented it.”
Levine: Computing and analytics will shift from the cloud to edge devices
“And I think the Internet of Things and drones and however you want to define these, this sort of range of computers that exist not so much in our pocket but out there in the world, I believe that there's going to be computing that will be fundamental to how we…”
Levine: a16z targets investments in projects that consensus views as crazy
“When more people disagree, that's the project we want to go invest in. Because, like, you know, it's too crazy for, you know, hell, that'll never work.”
Levine: Mobile hardware supply chains will replace PC architectures in data centers
“What I'm specifically talking about with respect to the consumerization of IT is the idea that the components of mobile devices will become the basis for hardware in the data center of the future. And so, not unlike we saw the PC revolution replace mainframes …”
Levine: Mobile phone components will form the basis of future data centers
“Mobile, the components of mobile phones will become the basis of the next generation data center. Really, really inexpensive, sort of, you know, cheap components that require a lot less power, floor space, cooling, But all of that stuff being sort of connected…”
Levine: On-premise datacenters will disappear in favor of cloud models
“I think that the economics and the way that data centers are going to be built is going to drive everyone to private or public clouds, and the notion of the on-prem data center starts to disappear.”
Levine: Cloud service models will dominate all open-source software segments
“So that model is exactly what I believe is going to happen at every segment of the open source market will be around.”