In the past week, trouble at Cloudera really stood out and in the context of similar problems at MapR and (somewhat less related to Big Data) Pivotal, we are devoting the entire episode to this.
Podcast: Play in new window | Download (Duration: 37:52 — 26.3MB)
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Completely agree with your vision. Cloudera, Mapr, and Hortonworks were (great) software vendors, but as of now they are not cloud vendors and the industry is going cloud.