Category Archives: Big Data Bubble

The End of Big Data and the Beginning of Big Data AI

In December 2014, I asked whether we were at the beginning of “the end of the Hadoop bubble.” I kept updating my Hadoop bubble watch (here and here) through the much-hyped IPOs of Hortonworks and Cloudera. The question was whether an open-source … Continue reading

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Big Data Self-Delusion

The most compelling story told in the new documentary “The Human Face of Big Data” (PBS, February 24), is about the collection and analysis of data to predict the onset of potentially deadly infection in premature babies. By the time … Continue reading

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Data Is the New…?

HT: @CBinsights

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The Economist’s Data Editor on Data Fetishism

“We fetishize data, we think that data is the answer. It’s far from the truth. In fact, it’s ridiculous, because the data is only a simulacrum of reality in the same way that a map is not a territory. And … Continue reading

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The Next Billion-Dollar Startup: CB Insights’ Anand Sanwal at DEMO (Video)

  In a DEMO Traction presentation titled “It’s Definitely a Bubble. Maybe,” Anand Sanwal, founder and CEO of CB Insights (aspiring to be the “Bloomberg of private companies” in his words), talk about startup valuations, how fast the billion-dollar startup … Continue reading

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The Hadoop Bubble Quivers As Hortonworks Misses

Last month, Hortonworks announced quarterly results for the first time as a public company and they came below expectations. It had revenues of $12.7 million (up 55% year-over-year), but average Wall Street estimates were $13.42 million. Similarly, Wall Street expected … Continue reading

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Here Comes Another Bubble: 2014 Tech M&A Volume and Value Surpassed Only in 2000

A directional view of select 4Q14 deal-driving trends  While big-ticket deals declined dramatically in 4Q14, full-year 2014 nonetheless set M&A volume and value records surpassed only in 2000, at the height of the dotcom bubble. Mid-size deals (from $100 million … Continue reading

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