I like that Cloudera's identity crisis is coming to an end. It used to be "here's a boatload of processing power, you can do anything with it...go crazy". Now they're aligning themselves in the data warehousing space where hadoop/hdfs is undoubtedly the most cost effective solution. I can't say the same for other hadoop vendors...namely, hortonworks seems to be all over the place.
Cloudera has some of the best talent in distributed systems in the valley. Nice to see enterprise tech company grabbing one of the largest private financing round.
Big money investment, but big money to be made as well.