Occasionally agonise over Red Hat. The Server Industry puck is going to Linux based Public Clouds, and yet their bets are with OpenStack - which if it has traction, is in Private Clouds that may hope to turn selectively hybrid one day.
Meanwhile, Google sits on the edge of the cloud industry with scale, but looks like it's waiting for large Enterprise IT infrastructures to go worldwide scale-out. Amazon AWS consuming custom designed Enterprise scale Linux and Windows, with a solid content delivery network behind it. Digital Ocean offering simple, predictable cookie-cutter "Open Source as a Service" at around 1/3 Amazon and Google pricing, and taking share from everyone, especially with developers.
The other trend is that basic containers use cloud vendors own Linux AMIs for free, which basically knocks out Red Hat's "Updates only" Basic Support offering. I just wonder how much of Red Hat's 85% Linux subscription revenue sits above this in Standard and Premium Support offerings. Would they have the guts to move "Basic, updates only" to a zero cost subscription to claw back their cloud share from Ubuntu?
Finally, notable that MongoDB now has more people on LinkedIn listing "MongoDB expertise" than people listing Hadoop in their skill set. Their online training (in which I got distinction for 7 weeks, 10 hours per week each, for MongoDB for Python Developers and MongoDB for DBAs) was excellent. I'm still trying after 4 weeks effort to gain access to the equivalent latest Red Hat certification training. That needs fixing to stop the world passing them by.