Feb 20, 2020 · 33m · mad

How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)

Amr Awadallah · 24m spoken Matt Turck · 2m spoken
0:00 / 0:00
▶ Watch on YouTube →

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In this presentation and Q&A session at FirstMark's Data Driven NYC, Google Cloud VP Amr Awadallah explores how enterprises can reignite software innovation by adopting standardized multi-cloud architectures like Anthos and modern serverless paradigms. Drawing comparisons to mobile platform ecosystems, he outlines strategies to streamline enterprise workflows, boost release velocity, and overcome hybrid-cloud operational challenges.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Matt holds 7.8% of the talking time here. How this is scored →

Matt as informed peer 2.2 Guest teaching 5.4 Guest disagreement 1.9 Matt pushing back 1.7
05100:0010:0020:0030:000:14–4:50 · Matt as informed peer 0/10 Presentation Outline: The Dilbert Comic Amr delivers an opening monologue framing enterprise innovation stagnation against consumer mobile application growth. Host Matt Turck is not active in this monologue segment.4:50–7:43 · Matt as informed peer 0/10 Pitfalls and Barriers to Enterprise Transformation Amr continues his monologue presentation outlining structural friction in enterprise software adoption across platform, dev, ops, and security teams.7:43–9:49 · Matt as informed peer 0/10 Google's Point of View on Cloud Architecture Amr explains Google's approach to containerized microservices and service mesh architecture without host participation.9:49–12:08 · Matt as informed peer 0/10 Anthos Overview and On-Premises Strategy Amr surveys the room and introduces Anthos as the Android equivalent for enterprise software infrastructure.12:08–16:03 · Matt as informed peer 0/10 Enterprise Marketplace and Startup Opportunities Amr details the serverless shift from legacy on-premises bare metal to cloud functions and managed operations.16:03–20:25 · Matt as informed peer 6/10 Real-World Business Impact: Velocity Improvement Host Matt Turck initiates Q&A, where Amr playfully interrupts and reframes Matt's premise about GCP trying to overtake AWS. Matt presses back on competitor quarterly revenue claims.20:25–23:20 · Matt as informed peer 6/10 Q&A: Open Source Strategy and Enterprise Standards Matt demonstrates VC domain knowledge by asking how GCP handles open source and raises the risk of cloud providers taking open source code. Amr elaborates on open source standard-setting.23:20–25:53 · Matt as informed peer 5/10 Q&A: Cloudera Journey, Lessons Learned, and Market Valuations Matt guides a discussion on Cloudera's market valuation journey, while Amr shares transparent breakdown figures and market perception differences compared to MongoDB.25:53–33:07 · Matt as informed peer 3/10 Audience Questions: Competitor Comparisons, Updates, and Tooling Audience members ask deep technical questions regarding competitors, Istio, and Swift/TensorFlow, while Amr banteringly asks Matt if he can name 10 programming languages.0:14–4:50 · Guest teaching 5/10 Presentation Outline: The Dilbert Comic Amr delivers an opening monologue framing enterprise innovation stagnation against consumer mobile application growth. Host Matt Turck is not active in this monologue segment.4:50–7:43 · Guest teaching 5/10 Pitfalls and Barriers to Enterprise Transformation Amr continues his monologue presentation outlining structural friction in enterprise software adoption across platform, dev, ops, and security teams.7:43–9:49 · Guest teaching 6/10 Google's Point of View on Cloud Architecture Amr explains Google's approach to containerized microservices and service mesh architecture without host participation.9:49–12:08 · Guest teaching 6/10 Anthos Overview and On-Premises Strategy Amr surveys the room and introduces Anthos as the Android equivalent for enterprise software infrastructure.12:08–16:03 · Guest teaching 6/10 Enterprise Marketplace and Startup Opportunities Amr details the serverless shift from legacy on-premises bare metal to cloud functions and managed operations.16:03–20:25 · Guest teaching 4/10 Real-World Business Impact: Velocity Improvement Host Matt Turck initiates Q&A, where Amr playfully interrupts and reframes Matt's premise about GCP trying to overtake AWS. Matt presses back on competitor quarterly revenue claims.20:25–23:20 · Guest teaching 5/10 Q&A: Open Source Strategy and Enterprise Standards Matt demonstrates VC domain knowledge by asking how GCP handles open source and raises the risk of cloud providers taking open source code. Amr elaborates on open source standard-setting.23:20–25:53 · Guest teaching 6/10 Q&A: Cloudera Journey, Lessons Learned, and Market Valuations Matt guides a discussion on Cloudera's market valuation journey, while Amr shares transparent breakdown figures and market perception differences compared to MongoDB.25:53–33:07 · Guest teaching 6/10 Audience Questions: Competitor Comparisons, Updates, and Tooling Audience members ask deep technical questions regarding competitors, Istio, and Swift/TensorFlow, while Amr banteringly asks Matt if he can name 10 programming languages.0:14–4:50 · Guest disagreement 1/10 Presentation Outline: The Dilbert Comic Amr delivers an opening monologue framing enterprise innovation stagnation against consumer mobile application growth. Host Matt Turck is not active in this monologue segment.4:50–7:43 · Guest disagreement 1/10 Pitfalls and Barriers to Enterprise Transformation Amr continues his monologue presentation outlining structural friction in enterprise software adoption across platform, dev, ops, and security teams.7:43–9:49 · Guest disagreement 1/10 Google's Point of View on Cloud Architecture Amr explains Google's approach to containerized microservices and service mesh architecture without host participation.9:49–12:08 · Guest disagreement 1/10 Anthos Overview and On-Premises Strategy Amr surveys the room and introduces Anthos as the Android equivalent for enterprise software infrastructure.12:08–16:03 · Guest disagreement 1/10 Enterprise Marketplace and Startup Opportunities Amr details the serverless shift from legacy on-premises bare metal to cloud functions and managed operations.16:03–20:25 · Guest disagreement 5/10 Real-World Business Impact: Velocity Improvement Host Matt Turck initiates Q&A, where Amr playfully interrupts and reframes Matt's premise about GCP trying to overtake AWS. Matt presses back on competitor quarterly revenue claims.20:25–23:20 · Guest disagreement 2/10 Q&A: Open Source Strategy and Enterprise Standards Matt demonstrates VC domain knowledge by asking how GCP handles open source and raises the risk of cloud providers taking open source code. Amr elaborates on open source standard-setting.23:20–25:53 · Guest disagreement 2/10 Q&A: Cloudera Journey, Lessons Learned, and Market Valuations Matt guides a discussion on Cloudera's market valuation journey, while Amr shares transparent breakdown figures and market perception differences compared to MongoDB.25:53–33:07 · Guest disagreement 3/10 Audience Questions: Competitor Comparisons, Updates, and Tooling Audience members ask deep technical questions regarding competitors, Istio, and Swift/TensorFlow, while Amr banteringly asks Matt if he can name 10 programming languages.0:14–4:50 · Matt pushing back 0/10 Presentation Outline: The Dilbert Comic Amr delivers an opening monologue framing enterprise innovation stagnation against consumer mobile application growth. Host Matt Turck is not active in this monologue segment.4:50–7:43 · Matt pushing back 0/10 Pitfalls and Barriers to Enterprise Transformation Amr continues his monologue presentation outlining structural friction in enterprise software adoption across platform, dev, ops, and security teams.7:43–9:49 · Matt pushing back 0/10 Google's Point of View on Cloud Architecture Amr explains Google's approach to containerized microservices and service mesh architecture without host participation.9:49–12:08 · Matt pushing back 0/10 Anthos Overview and On-Premises Strategy Amr surveys the room and introduces Anthos as the Android equivalent for enterprise software infrastructure.12:08–16:03 · Matt pushing back 0/10 Enterprise Marketplace and Startup Opportunities Amr details the serverless shift from legacy on-premises bare metal to cloud functions and managed operations.16:03–20:25 · Matt pushing back 6/10 Real-World Business Impact: Velocity Improvement Host Matt Turck initiates Q&A, where Amr playfully interrupts and reframes Matt's premise about GCP trying to overtake AWS. Matt presses back on competitor quarterly revenue claims.20:25–23:20 · Matt pushing back 4/10 Q&A: Open Source Strategy and Enterprise Standards Matt demonstrates VC domain knowledge by asking how GCP handles open source and raises the risk of cloud providers taking open source code. Amr elaborates on open source standard-setting.23:20–25:53 · Matt pushing back 3/10 Q&A: Cloudera Journey, Lessons Learned, and Market Valuations Matt guides a discussion on Cloudera's market valuation journey, while Amr shares transparent breakdown figures and market perception differences compared to MongoDB.25:53–33:07 · Matt pushing back 2/10 Audience Questions: Competitor Comparisons, Updates, and Tooling Audience members ask deep technical questions regarding competitors, Istio, and Swift/TensorFlow, while Amr banteringly asks Matt if he can name 10 programming languages.

speaking balance: gold is Matt, purple is the guest (3 minute bins)

0:00 · Matt 0% · guest 100%0:00 · Matt 0% · guest 100%3:00 · Matt 0% · guest 100%3:00 · Matt 0% · guest 100%6:00 · Matt 0% · guest 100%6:00 · Matt 0% · guest 100%9:00 · Matt 0% · guest 100%9:00 · Matt 0% · guest 100%12:00 · Matt 0% · guest 100%12:00 · Matt 0% · guest 100%15:00 · Matt 16.8% · guest 83.2%15:00 · Matt 16.8% · guest 83.2%18:00 · Matt 26.5% · guest 73.5%18:00 · Matt 26.5% · guest 73.5%21:00 · Matt 27.7% · guest 72.3%21:00 · Matt 27.7% · guest 72.3%24:00 · Matt 7.2% · guest 92.8%24:00 · Matt 7.2% · guest 92.8%27:00 · Matt 6.9% · guest 93.1%27:00 · Matt 6.9% · guest 93.1%30:00 · Matt 0.4% · guest 99.6%30:00 · Matt 0.4% · guest 99.6%33:00 · Matt 100% · guest 0%33:00 · Matt 100% · guest 0%
Sharpest disagreement ▶ 17:50 Rejection of host framing on GCP goals

Amr directly cuts across Matt's premise that GCP's primary objective is taking over AWS and Azure, humorously reframing their clear objective as making money.

Hardest push from Matt ▶ 19:25 Host challenges competitor run rate claims

Matt pushes back when Amr claims competitors make ten billion dollars in a single quarter, clarifying that Amazon does while questioning Azure's accounting methods.

Biggest teaching moment ▶ 28:15 Reframing enterprise software update inertia

Amr educates the audience on why enterprise software updates stall due to fear of breaking core systems, explaining how modern CI/CD canary deployments solve this.

Matt holds his own ▶ 22:42 Host articulates open-source VC investment risks

Matt demonstrates deep industry expertise by pressing Amr on the core VC concern that large cloud platforms strip-mine open-source startup technology.

the scores for every segment, with the reasoning behind each
ChapterTopicMatt as informed peerGuest teachingGuest disagreementMatt pushing backWhy
Presentation Outline: The Dilbert Comic 0510 Amr delivers an opening monologue framing enterprise innovation stagnation against consumer mobile application growth. Host Matt Turck is not active in this monologue segment.
Pitfalls and Barriers to Enterprise Transformation 0510 Amr continues his monologue presentation outlining structural friction in enterprise software adoption across platform, dev, ops, and security teams.
Google's Point of View on Cloud Architecture 0610 Amr explains Google's approach to containerized microservices and service mesh architecture without host participation.
Anthos Overview and On-Premises Strategy 0610 Amr surveys the room and introduces Anthos as the Android equivalent for enterprise software infrastructure.
Enterprise Marketplace and Startup Opportunities 0610 Amr details the serverless shift from legacy on-premises bare metal to cloud functions and managed operations.
Real-World Business Impact: Velocity Improvement 6456 Host Matt Turck initiates Q&A, where Amr playfully interrupts and reframes Matt's premise about GCP trying to overtake AWS. Matt presses back on competitor quarterly revenue claims.
Q&A: Open Source Strategy and Enterprise Standards 6524 Matt demonstrates VC domain knowledge by asking how GCP handles open source and raises the risk of cloud providers taking open source code. Amr elaborates on open source standard-setting.
Q&A: Cloudera Journey, Lessons Learned, and Market Valuations 5623 Matt guides a discussion on Cloudera's market valuation journey, while Amr shares transparent breakdown figures and market perception differences compared to MongoDB.
Audience Questions: Competitor Comparisons, Updates, and Tooling 3632 Audience members ask deep technical questions regarding competitors, Istio, and Swift/TensorFlow, while Amr banteringly asks Matt if he can name 10 programming languages.

Statements from this episode (15)

Insight
iOS and Android standardized mobile, driving massive software innovation
“But if you truly look at why did this happen at this scale, it comes down to two things, iOS and Android. IOS and Android gave us these standardized platforms in which you can build once and deploy anywhere and address anybody.”
Amr Awadallah Feb 20, 2020 ▶ 3:54
Opinion
Amr Awadallah: Innovation is dead in the enterprise
“Innovation is dead in the enterprise.”
Amr Awadallah Feb 20, 2020 ▶ 5:48
Assertion Not checkable as stated
Enterprise software takes years to reach market and update
“Applications within the enterprise, they take years. To get to the markets. And when they get to the market, it takes a year before they get updated again to the next release or the next version.”
Amr Awadallah Feb 20, 2020 ▶ 5:51
Insight
Enterprise software is harder than consumer due to multiple internal stakeholders
“The problem is hard to solve in the enterprise compared to the consumer space because in the enterprise you have multiple masters.”
Amr Awadallah Feb 20, 2020 ▶ 6:33
Prediction Not checkable as stated
Future applications will rely on containerized microservices and service meshes
“The future of applications and infrastructure that they run on Is created with containerized microservices. So microservices is a very key part of this approach. Managed through a declarative system with a single control experience that uses a service mesh to …”
Amr Awadallah Feb 20, 2020 ▶ 8:39
Opinion
Google Anthos is the Android of the enterprise space
“Anthos is the Android of the enterprise space.”
Amr Awadallah Feb 20, 2020 ▶ 11:42
Insight
Enterprise innovation requires a transition to fully managed serverless architectures
“For us to unlock and enable innovation in the enterprise, we really need to go, to get to this point.”
Amr Awadallah Feb 20, 2020 ▶ 16:01
Assertion Not checkable as stated
Google Anthos drove a 13x deployment velocity gain for a financial client
“They moved from an innovation cycle where they have been only deploying new updates and changes to their apps once a quarter, To once a month, and they're very quickly now on the path to send out new updates every week. That's a 13 x improvement in the rate of…”
Amr Awadallah Feb 20, 2020 ▶ 16:31
Opinion
Google Cloud product maturity is far ahead of AWS and Azure
“So I think, I personally think, and not me, many of the analysts, like Gartner, Forrester, and many others, that the product maturity of what Google has, especially when it comes to data warehousing, or this kind of stuff, application modernization, or machine…”
Amr Awadallah Feb 20, 2020 ▶ 18:14
Assertion Supported
Google Cloud reached a $10B annual revenue run rate by early 2020
“Google, very recently, actually I think last week for the first time spit out how much they make from cloud. And the cloud revenue run rate right now is ten billion dollars.”
Amr Awadallah Feb 20, 2020 ▶ 19:02
Opinion
Microsoft Azure 'cheats a little bit' when reporting total cloud revenue
“No, and Azure claims they do as well. Yeah, yeah, if you lump everything in, they claim. Right. But, yeah, they cheat a little bit. They do, and how they break out the numbers.”
Amr Awadallah Feb 20, 2020 ▶ 19:31
Insight
Open source wins platform standardization in enterprise software
“History has shown that open source, when it comes to standardization at the platform side, wins.”
Amr Awadallah Feb 20, 2020 ▶ 21:40
Assertion Supported
Google-built Kubernetes is the standard across all cloud vendors
“Kubernetes clearly which was built by Google, is the standard now for doing this”
Amr Awadallah Feb 20, 2020 ▶ 23:01
Assertion Supported
Cloudera reached a $700M annual revenue run rate by late 2019
“When I left a few months ago, Cloudera's annual run rate in terms of revenue was about seven hundred million dollars per year.”
Amr Awadallah Feb 20, 2020 ▶ 24:04
Opinion
Public markets rightly penalized Cloudera for lagging on cloud software transition
“I believe that Cloudera could be a lot bigger and a lot more successful but the market has been penalizing Cloudera, rightly so, for not capturing the cloud's components as sooner.”
Amr Awadallah Feb 20, 2020 ▶ 24:24
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 conversations transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.