Back in the 2010 timeframe, it was common to say that content was king, but after watching Google buy Looker for $2.6 billion last week and Salesforce nab Tableau for $15.7 billion this morning, it’s clear that data has ascended to the throne in a business context.
We have been hearing about Big Data for years, but we’ve probably reached a point in 2019 where the data onslaught is really having an impact on business. If you can find the key data nuggets in the big data pile, it can clearly be a competitive advantage, and companies like Google and Salesforce are pulling out their checkbooks to make sure they are in a position to help you out.
While Google, as a cloud infrastructure vendor, is trying to help companies on its platform and across the cloud understand and visualize all that data, Salesforce as a SaaS vendor might have a different reason — one that might surprise you — given that Salesforce was born in the cloud. But perhaps it recognizes something fundamental. If it truly wants to own the enterprise, it has to have a hybrid story, and with MuleSoft and Tableau, that’s precisely what it has — and why it was willing to spend around $23 billion to get it.
Certainly, Salesforce chairman Marc Benioff has no trouble seeing the connections between his two big purchases over the last year. He sees the combination of MuleSoft connecting to the data sources and Tableau providing a way to visualize as a “beautiful thing.”