An Investor’s View of OpenStack

August 19, 2014

Donald FischerVenture PartnerGeneral Catalyst Partners@dff

OpenStack Trove Day

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Unprecedented Industry Support for OpenStack

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Platinum

Gold

SupportingSponsors

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Billion Dollar Bets on OpenStack

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Where are we in the adoption cycle?

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Source: Google Trends (http://bit.ly/1rwmx3q)

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Where are we in the commercialization cycle?

8/19/14Source: Indeed.com Job Trends (http://bit.ly/1pPHDKJ)

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Source: 451 Research (http://bit.ly/1t3U1Y2)

How big is the near-term market for OpenStack?

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Public Cloud

Microsoft Ecosystem

Datacenter Footprint

Open, Multi-Vendor, On-premise & Public

A Cloud Platform “Big Five”, Leveraging Strengths?

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Opportunities in OpenStack Ecosystem• Products• OpenStack Distributions• Premium Components

(Storage, Networking, DBaaS)

• DevOps Tools• Management Tools• PaaS

• Services• Public Cloud Hosting• Private Cloud

Deployment and Operation

• Migration• Training

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Thank You!