Jason Katcher from Google Edu Chromebook was at presentation last night. His thoughts:
"EK - Snapapp turned into separate company back in early 2000s where he worked with Larry. Snapcloud is inside Azure now.
Larry leads all developer evangelism. He and EK go back nearly 15 years.
What S3D has is really interesting and helps us do things we can't do.
New Caney was example of a solution that was some on prem, some in cloud with Azure and packed in a container to 10k users.
EK - going through history of S3D. Talking about MSFT, he says "and that is all I can share with you...today." My sense is he was holding back saying more.
PT - when MSFT visited them came to see GW but company decided to show the whole stack including RDK (for ex how do you get a TB of data into the cloud).
Demos later show to show UNIX, Mainframe and even XP offices.
Says can replace Dropbox with sync and share? Not sure on this one, but is what it is.
300k snapcloud units. Much bigger margins with a cloud offering than a box. Snapcloud app will be released within next few days.
They do not compete with Docker. Docker is meant to containerize newly written apps, while S3D is going after existing apps to put into container. Much bigger market. Also stated again that they are the only company who can containerize Windows apps.
Roth analyst who covered Overland said he would likely start coverage soon. Seemed very optimistic although didn't have much detail to share. Honestly thought he would be much more well versed on cloud overall, diff bw an AWS and Drive for ex.
Overall I was really impressed and glad I finally saw it first hand to make my own judgments. If they get any sales moving and/or strong PR from MSFT it really should be lights out for a platform that can solve some real tech issues.
Jason Katcher"
See...if Hugo were there ... he too could have been "impressed" first hand.
ps. PT also shared in a comment, that they impressed MSFT with the "ANY DEVICE" muntra...by accessing a Mainframe with an XBOX...with native delivery
