Investing in Containers with Anand Khatri (Part 1 of 2)

The software world is undergoing a fundamental change. There is a trend brewing of using "containers" for new software development. Technically, containers offer a way to build and isolate the code and dependencies of individual software components, in a way that doesn't interfere with the rest of a larger application. Bigger-picture, this allows apps to be built more quickly, more reliably, and more scalably. Innovative companies like Netflix (Nasdaq: NFLX) were early-adopters of containers. They used them to build out a robust ecosystem that could continually be updated and improved. And while cutting-edge software developers have embraced containers, overall mass-market adoption still remains very low. That could be a huge opportunity for investors. In this two-part 7investing exclusive interview series, we chat with DevOps expert Anand Khatri about containers. Here in Part 1, Anand explains what containers are, how they're different from traditional approaches, and what pain-points they are solving. Simon and Anand also describe microservices, orchestration systems, and monitoring agents -- and what roles these play in the biggest picture. This podcast lays the groundwork for our upcoming Part 2 (which will publish on Thursday), Anand describes several publicly-traded companies that could be excellent investments in this fast-growing trend. Publicly-traded companies mentioned in this interview include Alphabet, Amazon, Datadog, Microsoft, Netflix, and VMware. 7investing's advisors or its guests may have positions in the companies mentioned.