We had the opportunity to attend Microsoft’s developer conference Build, held from May 7th till 9th 2018 at the Seattle Convention Center in Seattle. Attendance with over 7k attendees, and a large global representation of the press colleagues makes this one of the best attended events from an influencer perspective.
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Prefer to watch – here is my event video … (if the video doesn’t’ show up – check here):
Want to read on? Here you go:
Big push on IoT. IoT got a lot of keynote time across Nadella and Guthrie, Microsoft is pushing big on the IoT edge, where it can deploy a subset of its capabilities, in similar way like Azure Stack. It might be even that both capabilities share similar product features. For enterprises to be able to deploy the same code – e.g. for analytics, on Azure as well as the IoT edge is an interesting product strategy and roadmap. Microsoft also supports the CNCF Event Grid project, it’s the only IaaS vendor at the moment to be able to consume and produce events. That matters as it can make Azure the preferred cloud for these events. Certainly the other IaaS players will not rest, and may well come up with the ability to product / publish events. We will have to see if this big push pays off on the next quarters.
AI getting ready. Microsoft has a long history investing into AI, this Build conference was the culmination of that effort. In general, the vendor has adopted neural networks now, offering a collection of 25+ machine learning services, that can be easily consumed. The race is on to make every developer a data scientist, and Microsoft has tied the competition now – both on an algorithm and ease of adoption level. On the partnership side, Microsoft confirmed the progress on project Brainwave, as well as ONNX. Both are initiatives aimed at interoperability of ML algorithms and the desire to catch up to Google. The most prominent members are AWS, Facebook and Microsoft. Good to see the progress, but adoption vs. the popular Google Tensorflow will be the real test. Interestingly, the Windows ML capability that powers Windows intelligence processes, is as well ONNX based. That’s a key step, to potentially open Windows ML / AI capabilities to ONNX build models. Microsoft also announced the availability of its FPGA infrastructure. Announced a few years ago, Microsoft reported in September 2016 (see here), at Ignite, that most of its Azure servers now have a FPGA. Not sure what took 1.5 years, but good for Microsoft to be here today.
Windows with Innovation. The 2018 edition of Build marked the first time that Microsoft did not have a Windows keynote at Build. I have previously voiced my concern on the way how Microsoft split up Windows (see here), the job at Build for the most Windows messaging was with Microsoft veteran Joe Belfiore in the Tuesday keynote. And Microsoft has done a lot in Windows, especially in the April Update. The underlying magic sauce remains the Microsoft Graph, the ephemeral graph of users, their devices, and their digital assets. It was good to see the Graph in action as part of the developer demo. The new Timeline feature is an interesting innovation and making Windows a human operating system. Humans don’t think in file and folder structures, but in time, so being able to get back to a document a user created last week – by the time and not by the folder is a key step to make the working with Windows more human. The same principles apply to the new Sets capabilities, which bring together browser assets as well as Win32 assets – all neatly in tabs next to each other. It’s a key step to make Windows more of a workspace – than a collection of apps and files. Both Sets and Timeline are a key innovation with integrative DNA, bringing capabilities together that previously had to be take care of manually, through navigation by the Windows user – a change for the better. Lastly all these capabilities need intelligence, and Microsoft added Windows ML, the ability to run ONNX models. That’s a nice compatibility move for the overall Microsoft AI / ML strategy – and gives ML developers an instant, huge install base. Smart move.
Azure with Innovation. Azure captured the post Nadella keynote spot, that Scott Guthrie executed in his usual reliable fashion. Kudos to Guthrie with the best keynote punchline at Build (“Let me add value” – when holding a microphone). Apart from more data centers, location and the above-mentioned Event Grid (that runs on the Azure Service Fabric) the key attraction for enterprises in Azure remain Cosmos DB. Debuted last year, on the assets of the former DocumentDB, Cosmos DB is what powers the Microsoft Graph (my stipulation, never confirmed by Microsoft to my knowledge) and as such is a super powerful, distributed database, that runs in pretty much all Azure data centers. The synergies of Microsoft opening datacenters for Office, that requires Graph, that requires CosmosDB are at full work. If a CxO decides to build on CosmosDB it’s highly likely it will be, in the latest version, in all Azure data centers. Adding the 5 9s to read and write reliability is an amazing SLA for next gen applications.
Visual Studio gets more team support. Always good to see Microsoft’s continued innovation in Visual Studio, it’s Microsoft’s premier IDE… and a key reason why developers attend Azure. More team and group support are coming, as well as more comprehensive DevOps support. All good progress coupled with former investments in Xamarin and more. The main concern remains the lack of a PaaS offering from Microsoft, I asked Guthrie if that is coming, and it doesn’t seem to be in the plans for the next 12 months. And with that Microsoft misses the opportunity to be the partner of the CIO / CTO who needs to build and deliver a next gen application – from the requirements collection all the way to device management. Microsoft has many of the required pieces, but the need to get stitched together on a project level – something which is additional, and if done incorrectly, risky work. CxOs want that from a vendor, not to be a task for their development teams.
It’s too early to say what will happen with the new Windows setup, I learnt positive aspects of the move, but my concerns remain intact at this early point after the announcement, future will tell. What is certainly true is that the elimination of Windows from a nominal platform perspective makes the overall Microsoft platform message simpler. It's now Azure and Microsoft 365 (Windows part of the latter). Compared to e.g. 5 years ago - where it was Windows, Azure and Office.
On the bright side, the Azure service fabric, the push on the IoT side, the edge capabilities, Azure Stack, Cosmos DB are all valid differentiators for Microsoft and CxOs are paying attention to them. And the direction where Windows is heading, also based on a private conversation with Belfiore, towards a more human Windows, that brings together work artefacts in a better way, are all positive takeaways and differentiator. Now let’s see what happens in the next months of 2018… stay tuned.
Want to learn more? Checkout the Twitter Moment below (if it doesn’t show up – check here). A Twitter Moment for the Day #2 keynote is here.
Find more coverage on the Constellation Research website here and checkout my magazine on Flipboard and my YouTube channel here.
Microsoft Build 2018 - Day #1 Keynote
Prefer to watch – here is my event video … (if the video doesn’t’ show up – check here):
Here is the 1 slide condensation (if the slide doesn’t show up, check here):
Want to read on? Here you go:
Big push on IoT. IoT got a lot of keynote time across Nadella and Guthrie, Microsoft is pushing big on the IoT edge, where it can deploy a subset of its capabilities, in similar way like Azure Stack. It might be even that both capabilities share similar product features. For enterprises to be able to deploy the same code – e.g. for analytics, on Azure as well as the IoT edge is an interesting product strategy and roadmap. Microsoft also supports the CNCF Event Grid project, it’s the only IaaS vendor at the moment to be able to consume and produce events. That matters as it can make Azure the preferred cloud for these events. Certainly the other IaaS players will not rest, and may well come up with the ability to product / publish events. We will have to see if this big push pays off on the next quarters.
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| Nadella opens Build 2018 |
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| Nadella and the two Microsoft platforms: Azure and Microsoft 365 |
Windows with Innovation. The 2018 edition of Build marked the first time that Microsoft did not have a Windows keynote at Build. I have previously voiced my concern on the way how Microsoft split up Windows (see here), the job at Build for the most Windows messaging was with Microsoft veteran Joe Belfiore in the Tuesday keynote. And Microsoft has done a lot in Windows, especially in the April Update. The underlying magic sauce remains the Microsoft Graph, the ephemeral graph of users, their devices, and their digital assets. It was good to see the Graph in action as part of the developer demo. The new Timeline feature is an interesting innovation and making Windows a human operating system. Humans don’t think in file and folder structures, but in time, so being able to get back to a document a user created last week – by the time and not by the folder is a key step to make the working with Windows more human. The same principles apply to the new Sets capabilities, which bring together browser assets as well as Win32 assets – all neatly in tabs next to each other. It’s a key step to make Windows more of a workspace – than a collection of apps and files. Both Sets and Timeline are a key innovation with integrative DNA, bringing capabilities together that previously had to be take care of manually, through navigation by the Windows user – a change for the better. Lastly all these capabilities need intelligence, and Microsoft added Windows ML, the ability to run ONNX models. That’s a nice compatibility move for the overall Microsoft AI / ML strategy – and gives ML developers an instant, huge install base. Smart move.
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| Belfiore opens the Day #2 Keynote |
Azure with Innovation. Azure captured the post Nadella keynote spot, that Scott Guthrie executed in his usual reliable fashion. Kudos to Guthrie with the best keynote punchline at Build (“Let me add value” – when holding a microphone). Apart from more data centers, location and the above-mentioned Event Grid (that runs on the Azure Service Fabric) the key attraction for enterprises in Azure remain Cosmos DB. Debuted last year, on the assets of the former DocumentDB, Cosmos DB is what powers the Microsoft Graph (my stipulation, never confirmed by Microsoft to my knowledge) and as such is a super powerful, distributed database, that runs in pretty much all Azure data centers. The synergies of Microsoft opening datacenters for Office, that requires Graph, that requires CosmosDB are at full work. If a CxO decides to build on CosmosDB it’s highly likely it will be, in the latest version, in all Azure data centers. Adding the 5 9s to read and write reliability is an amazing SLA for next gen applications.
 |
| Guthrie adds value (joke) w Hanselmann |
Visual Studio gets more team support. Always good to see Microsoft’s continued innovation in Visual Studio, it’s Microsoft’s premier IDE… and a key reason why developers attend Azure. More team and group support are coming, as well as more comprehensive DevOps support. All good progress coupled with former investments in Xamarin and more. The main concern remains the lack of a PaaS offering from Microsoft, I asked Guthrie if that is coming, and it doesn’t seem to be in the plans for the next 12 months. And with that Microsoft misses the opportunity to be the partner of the CIO / CTO who needs to build and deliver a next gen application – from the requirements collection all the way to device management. Microsoft has many of the required pieces, but the need to get stitched together on a project level – something which is additional, and if done incorrectly, risky work. CxOs want that from a vendor, not to be a task for their development teams.
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| Visual Studio Dashboard - can a developer portal look so good? |
MyPOV
Another good Build conference for Microsoft, with almost too many announcements and progress across the board. The biggest impact is likely the AI push, that (finally) has moved to the new gold standard, neural networks (not just in pockets, but across the board). Good to see the FPGA feature getting delivered, but when compared to the hardware innovation of Google, it is slow progress, maybe even too slow delivery here. Between the announcement and delivery of the FPGA capability of Microsoft, Google has been comfortable to announce TPU 3.0 in the same week, an 8x improvement over the TPU 2.0 pods. Microsoft needs to move faster here, as next to data gravity, we are seeing a new gravity emerge, the one of the custom ML hardware, that is faster and cheaper than the competition to create and operate neural networks, powered by deep learning networks (DLN). Microsoft is not alone in the dilemma, its Seattle neighbor AWS has the same challenge here (a likely driver for Project Brainwave in in my POV. The cost of crating and running AI / ML is a key consideration of future next gen App deployments. Finishing the concern section, Microsoft, as the top three cloud vendor with the deepest enterprise roots and access, needs a better PaaS strategy to attract enterprises and their next generation application load. A partnership with CloudFoundry is not enough. An end to end PaaS suite that takes advantage of all the fast growing capabilities of Azure, AI, ML and more is what enterprises want and expect from Microsoft.It’s too early to say what will happen with the new Windows setup, I learnt positive aspects of the move, but my concerns remain intact at this early point after the announcement, future will tell. What is certainly true is that the elimination of Windows from a nominal platform perspective makes the overall Microsoft platform message simpler. It's now Azure and Microsoft 365 (Windows part of the latter). Compared to e.g. 5 years ago - where it was Windows, Azure and Office.
On the bright side, the Azure service fabric, the push on the IoT side, the edge capabilities, Azure Stack, Cosmos DB are all valid differentiators for Microsoft and CxOs are paying attention to them. And the direction where Windows is heading, also based on a private conversation with Belfiore, towards a more human Windows, that brings together work artefacts in a better way, are all positive takeaways and differentiator. Now let’s see what happens in the next months of 2018… stay tuned.
More on Microsoft:
- Musings - Why splitting Windows is Nadella's first major mistake - read here
- Progress Report - Microsoft wants to enable the digital feedback loop with its Biz Apps and more - read here
- News Analysis - Microsoft and SAP join forces to give customers a trusted path to digital transformation in the cloud - read here
- Top Event Questions [Anwered] - Microsoft Ignite and Envision 2017 - read here
- Event Report - Microsoft Ignite / Envision 2017 - Broad push - few highlights - read here
- Event Report - July 2017 Microsoft London AI Event - read here
- News Analysis - Microsoft to deliver Microsoft Cloud from datacenters in Africa - Azure learns Afrikaans to Zulu (and 9 more) - read here
- Event Report - Microsoft Build 2017 - Good Housekeeping, laying foundation, deliver on vision - read here
- Down Report – Power failure takes Azure services down - 3 Cloud Load Toads - read here
- Event Report - Microsoft Connect - No April's Fools - Linux, Google and more - read here
- First Take - Microsoft discovers teams - launches Microsoft Teams - read here
- News Analysis - Microsoft announces SAP's choice of Azure to help enterprises transform HR - The SaaS land grab is on - read here
- First Take - Microsoft Ignite - AI, Adobe and FPGA [From the Fences] - read here
- News Analysis - GE and Microsoft partner to bring Predix to Azure - Multi-Cloud becomes tangible for IoT - read here
- Market Move - Microsoft acquired Linked - Tons of synergies, start with Cortana, maybe too many - read here
- News Analysis - Microsoft opens Windows Holographic to partners for a new era of mixed reality - read here
- News Analysis - SAP and Microsoft usher in new era of partnership to accelerate digital transformation in the cloud - read here
- Musings - Will Microsoft's Hololens transform the Future of Work? Read here
- Event Report - Microsoft Build 2016 - A platform vision and plenty of tools for next generation applications - read here
- First Take - Microsoft Build 2016 - Day 1 Keynote Takeaways - read here
- Event Preview - Microsoft Build 2016 - Top 3 Things to watch for developers, managers and execs... read here
- News Analysis - Microsoft - New Hybrid Offerings Deliver Bottomless Capacity for Today's Data Explosion - read here
- News Analysis - Welcoming the Xamarin team to Microsoft - read here
- News Analysis - Microsoft announcements at Convergence Barcelona - Office365. Dynamics CRM and Power Apps
- News Analysis - Microsoft expands Azure Data Lake to unleash big data productivity - Good move - time to catch up - read here
- News Analysis - Microsoft and Salesforce Strengthen Strategic Partnership at Dreamforce 2015 - Good for joint customers - read here
- News Analyis - NetSuite announced Cloud Alliance with Microsoft - read here
- Event Report - Microsoft Build - Microsoft really wants to make developers' lives easier - read here
- First Hand with Microsoft Hololens - read here
- Event Report - Microsoft TechEd - Top 3 Enterprise takeaways - read here
- First Take - Microsoft discovers data ambience and delivers an organic approach to in memory database - read here
- Event Report - Microsoft Build - Azure grows and blossoms - enough for enterprises (yet)? Read here.
- Event Report - Microsoft Build Day 1 Keynote - Top Enterprise Takeaways - read here.
- Microsoft gets even more serious about devices - acquire Nokia - read here.
- Microsoft does not need one new CEO - but six - read here.
- Microsoft makes the cloud a platform play - Or: Azure and her 7 friends - read here.
- How the Cloud can make the unlikeliest bedfellows - read here.
- How hard is multi-channel CRM in 2013? - Read here.
- How hard is it to install Office 365? Or: The harsh reality of customer support - read here.
Find more coverage on the Constellation Research website here and checkout my magazine on Flipboard and my YouTube channel here.