開源、雲、傳統IT的三國殺

{"type":"doc","content":[{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"1.開源狂歡"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"開源正處於一場狂歡之中。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"今年五月末,甲子光年發表了一篇題爲《基礎軟件+開源,爲什麼是現在?》的文章,從宏觀的資本角度出發,俯瞰了全球開源軟件現狀與機會。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"文章很長,我長話短說,理解兩個要點是:1,基礎軟件是信息文明的底座,在經過信息化、雲化、智能化等一系列變革之後,開源基礎軟件迎來了一個蓬勃發展的需求窗口,而且在當今開源原廠和IaaS大廠對峙的大格局之下,開源原廠“被收購“的可能性很高,這也讓資本看到了一種實際的退出機會;"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2,AI投資熱已經過去,投資人對AI效果的失望導致他們轉移了視線,轉向了更加通用的基礎軟件領域。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"同樣的話題,2017年一個叫何曉陽的人也寫過。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"他追蹤了估值超10億美金的11家開源軟件公司,發現其中有兩個特點:1,快,從成立到10億美金平均只需要四五年,速度是前浪SAAS公司們的一倍;2,特定市場,全都是基礎軟件(Elastic、Github、Docker、Confluent、Unity、Mesosphere、Mulesoft、MongoDB、Couchbase、Databricks、Cloudera)。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不過和甲子光年不同,何曉陽是從微觀入手分析的。他從產品開發與營銷的層面解釋了這種現象,如公司容易啓動、試錯成本低、獲客成本低等,但最終也得出了開源是基礎軟件的最佳形態這一結論。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"再往前,一個叫Mike Olson的美國人也做過類似表達。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"Mike Olson是Oracle的前高管,也是Hadoop開源公司Cloudera的首任CEO。結合自己多年開源商業化的經驗,他在2013年這樣總結道:“如果你在運營一個數據中心,那你幾乎不可避免的要用到開源軟件——操作系統、數據庫、中間件或其他組件。最近十年,沒有一款具有統治地位的平臺軟件是以閉源、商業專用的形式出現的”,“你不可能再通過閉源的形式獲得成功”,“平臺軟件必須開源”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"文章的標題是《The Cloudera Model》,非常值得一看。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"可見這並不是一個新發現。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"實際上2016年投資機構Accel專門針對這個現象做過研究,他們發現在企業IT領域,開源軟件正在替換傳統IT商的商業軟件。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/00/0040060da6505aec77623b79589e8a8a.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"他們認爲繼XaaS之後,開源將會是下一個浪潮。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/6c/6c8f86f9de119bea3d12445df624609f.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"後來的發展也印證了這一結論。17年MongoDB上市,18年Elastic上市,19年Confluent和Databricks也紛紛拿到數億美金的鉅額融資,以幾十億美金的高估值,站在IPO門口。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"根據谷歌的分析,到2029年的時候,41%的企業系統會以開源軟件爲主。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/d0/d0b7362256c8231c2d4c8036ff58347e.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"所以開源確實是處於一場狂歡之中。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"2,蒲公英商人"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但開源並非沒有苦惱。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"從軟件的層面看開源正在席捲全球,但軟件背後的商業公司,情況卻不一定十分樂觀——按照Mike Olson在2013年的說法,開源商業公司最後不是消失了就是被收購了,比如IIIustra、Informix、Sleepycat、Mysql、SpringSource、JBoss……實際上,成功的只有一家,就是紅帽。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"我覺得從某種意義上來說,做開源軟件和種蒲公英是相似的。你從一個不起眼的地方開始,埋下種子,澆水施肥,看着它慢慢長大,一棵兩棵一片兩片,直到有天風來了,它隨風而起,名滿天下,然後散落在世界的各個角落,生根發芽。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"於是,你可能會感受到一種瞬間的偉大,就像魯迅說的,“無窮的遠方,無數的人們,都和我有關。“"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但瞬間終究只是瞬間,偉大過後要問的,是你該怎麼賺錢。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"蒲公英的種子是不值錢的,被風吹到哪裏就長到哪裏。但好在他的鮮葉可以喫,幹葉能入藥,對於不想自己種的人來說,這兩個都可以賣。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"開源軟件的代碼就像蒲公英的種子——clone、build,然後大家就都擁有了開源軟件。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不過你可以像幫別人種蒲公英那樣賣技術支持,像給蒲公英搭配鮮花那樣賣開源代碼上的閉源組件,像打包鮮葉或幹葉那樣賣託管的雲服務,像賣蒲公英茶那樣賣開源軟件上的場景解決方案,甚至還可以像賣蒲公英文化那樣賣一種開源精神。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但無論如何,開源軟件總是開源的,就像蒲公英總是野草。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"Mike Olson寫完《The Cloudera Model》的三年後,一個博士生在下面留言問道:“如果你希望通過某些閉源組件把自己和其他競爭者區分開,那爲什麼還要把核心平臺開源?這樣你不僅在和其他人競爭,也在和自己競爭,因爲在你創造的市場裏,對手也能從你在覈心平臺上的努力中獲益。我不明白。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"開源加快了軟件的傳播速度,但也帶來了競爭,來自其他供應商的競爭,甚至來自客戶自己技術團隊的競爭。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"開源是開源軟件的通行證,但也可能是開源公司的墓誌銘。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"尤其在雲計算面前。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https://static001.geekbang.org/infoq/f0/f0eee95a5725b0acd4880fd55abf489d.jpeg","alt":null,"title":"","style":[{"key":"width","value":"100%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"谷歌測算,到了2029年77%的企業IT會以云爲主,而另外一家投資機構給的數字更誇張,他們認爲2032年94%的軟件都是雲的。不管數字的真假,哪怕從我們的感覺來看,雲在吞噬一切也是個不爭的事實。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"這當然也包括開源軟件。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"MongoDB 的 CEO這樣描述道:“每當一個新的開源項目變得非常流行時,雲提供商就會剝奪我們的技術,將免費軟件放在他們的平臺上,然後從中獲取大部分(如果不是全部)價值,但幾乎不回饋開源社區”。因爲只要用戶上了雲,那他幾乎只能選擇雲廠商提供的開源服務,而上雲恰恰是過去十年企業IT的主旋律。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"這讓開源原廠十分憤怒,Redis CEO 直言:“多年來,我們就像個傻子一樣,他們拿着我們開發的東西大賺了一筆”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"於是大家紛紛開始採取行動,一方面修改開源協議,禁止雲廠商提供託管服務(只針對部分組件有效),另一方面也在積極發展自己的獨立雲服務,比如Confluent的Confluent Cloud、Elastic的Elastic Cloud和MongoDB的MongoDB Cloud。他們怒斥公共雲廠商爲吸血鬼,準備以反壟斷名義提起訴訟。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"一時間開源和雲劍拔弩張,而這也就是甲子光年說的開源原廠與IaaS大廠對峙的大格局。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"3,與雲共生,三分天下"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不過不是所有云廠商對開源的態度都相同。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"比如谷歌,他認爲雲只是一個更大的變革的一部分,真正的變革是新的工具和系統正在改變企業文化,企業會變的越來越開放。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"他甚至專門寫了一篇叫《Why we believe in an open cloud》的文章,深入闡述了自己看法:"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"•    開放賦予客戶靈活選擇並隨時遷移的能力,不管是自建機房、私有云還是任意公有云。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"•    開源軟件可以帶來更多想法,也能構建持續的客戶反饋循環。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"•    開放API可以幫助大家在別人的基礎上構建自己的工作。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"他是這麼說的,也是這麼做的。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2019年,在開源吸血鬼事件發生後不久,谷歌雲便濃墨重彩的宣佈引入Redis、MongoDB、Confluent、Elastic、Influx Data、DataStax、Neo4j等7家開源軟件供應商,在谷歌雲上售賣他們的商業服務。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"大部分雲廠商都有一個MarketPlace可以售賣其他公司開發的軟件,所以單純談售賣並不關鍵。谷歌雲的特別之處在於,他這次引入的每個開源廠商都會有一個內部的團隊來對其負責。比如引入Confluent(kafka)的就是谷歌自己的Pub/Sub產品團隊,Pub/Sub和kafka在功能和場景上類似,只不過一個自研,一個開源。按照谷歌產品經理的說法,在同一個雲平臺上提供這兩個產品,旨在“滿足用戶的不同選擇傾向”。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在這種思路下,雲和開源原廠的合作變得實際起來,雲可以通過售賣不同開源廠商的產品來補充自己的產品矩陣,而開源廠商也可以對接不同的雲以保持獨立性,兩者共生共榮。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"這樣的合作對雙方來說意味着什麼?"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"我們不妨換一個視角。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"雲計算高歌猛進了這麼多年,滲透率依然只有30%上下,換句話說,傳統廠商仍然把守着IT世界的大部分領地。所以對雲計算來說,比起快速收割開源紅利來,和開源廠商合作一齊攻佔舊世界,未必不是一個回報更大的選擇。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"雲在崛起,開源在崛起,衰落的只有傳統IT。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"滾滾橫流水,茫茫末世人。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不過傳統IT可能比我們想象的更有生命力。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"比如數據庫領域。投資機構Willian Blair 2019年給出的分析報告(Database Software Market:The Long-Awaited Shake-up)顯示,傳統關係數據庫依舊佔據着整個數據庫市場規模的80%以上。而具體到這80%內部,排名前五的Oracle(42%)、微軟(24%)、IBM(13%)、SAP(7%)、TeraData(3%),都是傳統IT商,共佔掉了近90%的比例。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"也就是說NoSQL熱鬧了這麼多年,也只從舊世界裏分了一小杯羹。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"這可能多少與大家的感覺不符,但更令人驚訝的還在後邊。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在我們的印象裏,大型機應該早就不存在了,畢竟這是好幾波革命浪潮之前的產物了。然而數據顯示他依然有不小的生命力——2017年大型機的市場規模約爲20億美金,到2025年預計會增長到30億美金。是的,沒看錯,大型機的市場還在增長。因爲在金融等很多核心領域,它確實是最好的選擇。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"所以雲和開源的崛起最終總會有個界限,這個界限就是核心系統。對於某些核心系統來說,比如銀行的存款和交易,上雲和開源軟件都不是最好的選擇。所謂轟轟烈烈的去IOE,基本也只發生在要求不那麼嚴格的周邊系統和愛造輪子的互聯網公司。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"那雲和開源的界限又在哪裏呢?"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"我想在混合雲。隨着雲的溼透率越來越高,尤其對於業務穩定的傳統企業客戶來說,他們不像互聯網企業對彈性有那麼高的要求,而是更關注安全與可控性,所以他們在上雲的同時往往在尋找Plan B,防止被某個廠商綁定,甚至防止被雲綁定。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"於是一些獨立的混合雲平臺便有了市場,比如紅帽的Openshift、Cloudera 的CDP、Confluent的Confluent Cloud,他們對接不同的雲廠商,對接雲和本地機房,最終給企業提供一個獨立的混合雲架構。當然嚴格意義上來說,上面三個混合雲處於不同的層次,後兩者算基礎軟件的SaaS,而Openshift則是一種PaaS平臺,核心是K8S。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在混合雲的背景下,K8S變的十分重要。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"雖然從技術上來說K8S只是一種容器編排系統,但其真正的作用是能夠屏蔽不同硬件之間的區別,讓應用軟件可以在各種各樣的IaaS上平滑遷移或擴展,進而達到所謂的混合雲、多雲架構。這點就像安卓,安卓屏蔽了手機硬件的差異,大大簡化了應用廠商的開發成本,最終才促成了移動互聯網的蓬勃發展。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"我想這應該也是IBM收購紅帽(Openshift)、SUSE收購Rancher背後重要原因。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"所以拋開雲和開源的在後續漫長過程中的合縱連橫,我大膽預測兩者可能會以K8S爲界劃江而治,分別站在覈心繫統的兩邊,與傳統IT廠商三分天下。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"IaaS歸雲、PaaS經K8S歸開源、核心系統還歸傳統IT。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"【郭華,微信kakuka1988,歡迎交流】"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}}]}
發表評論
所有評論
還沒有人評論,想成為第一個評論的人麼? 請在上方評論欄輸入並且點擊發布.
相關文章