This week Chris and Martin review the idea of storage unicorns, companies that have a valuation of one billion dollars or more. What exactly is the basis or justification for a billion dollar price tag? Is this something invented by the VC industry or is there a real degree of science behind the assumptions? The list in question comes from a Blocks & Files article written by Chris Mellor, which in turn references the list produced by an analyst firm. While valuation based on some multiple of money invested does give some indication of value, …
#82 – Storage Predictions for 2019
The idea of this episode was to put some structure around a set of enterprise storage predictions for 2019. As you will hear from the dialog, that’s not quite what we achieved! However, Chris Evans, Chris Mellor and Martin Glassborow do raise some interesting points on the direction of the industry in 2019. The conversation starts with a look at media. QLC flash is likely to be a hot topic, but what about storage class memory? Have hard drives had their day or is the technology moving into a state of equilibrium? The conversation moves …
#64 – Success & Failure in Storage Startup Land
This week’s conversation follows up on Chris’ recent visit to Flash Memory Summit in the US. Chris and Martin discuss the storage startup landscape and the range of companies appearing at the event. What makes a company successful? Is IPO or acquisition the right route? The discussion starts with a simple, yet tricky question – why does storage continue to be such a diverse market place, with so many solutions to problems? We see a storage “pendulum” effect, with vendors moving between hardware and software. At the moment, there seems to be more focus on …