421 The Cost of Cloud, a Trillion Dollar Paradox with Martin Casado

מדע וטכנולוגיה | רן תבורי ואורי להב | 180 פרקים
רברס עם פלטפורמה

[קישור לקובץ mp3]שלום וברוכים הבאים לפודקאסט מספר 421 של רברס עם פלטפורמה, והיום הולך להיות פרק מעניין ומיוחד - באנגלית.Hello and welcome to Reversim! This is episode number 421, and today we’re delighted to host Martin Casado. We also have Nati Shalom with us, and we’re going to speak with Martin about a topic we actually previously covered in our Podcast [though in Hebrew - 418 Carboretor 31 Cost of cloud paradox] - “The Cloud Paradox” or “The Trillion Dollar Paradox” article by Martin and Sarah Wang.(Ran) So - welcome, Martin, we’re delighted to have you here. Let’s have a quick introduction and get to meet you . . .(Martin) Sure - so, the quick introduction:I did my PhD in Computer Science at Stanford, and I focused on Systems and Infrastructure.From there, I started a company called Nicira, where we worked on building out software  networking in data centers, working with large Clouds so we were very, in the early days, close to Google, with Rackspace, had lots of conversations with Amazon . . . That [Nicira] was acquired by VMware, and I ran all the Network and Security for VMware, where I sold into the data centers.I did that for about 4 years, I ran the business; When I left it was about $600M/year businessRight now it’s about $2B/year business . . . .And for the last five years I've been at Andreessen-Horowitz, where I'm an investor and I focus on infrastructure and in particular, you know - Cloud infrastructure.(Ran) Thank you. So, as mentioned, this is a continuation-episode to a previous episode that we recorded about your blog post, and now we'll have a chance to dive deeper.So Nati - you want to take the lead on that?(Nati) Yes, thanks so much again, Martin, for accepting this call. I know that you've been very busy, probably not just around this topic - and I wanted to maybe kind of start the discussion with background, like - what brought you to this topic?I looked at your blog-post, and it looks like you've been talking about this cost-efficiency - or the lack of cost-efficiency, to be more specific - in a couple of . . . I'll say in the past.So it looks like this is a hot topic for you and not a new one - maybe you could walk us through the background?(Martin) So yeah, listen - I've been in Cloud infrastructure and data centers infrastructure for a very long time, and what's very interesting about the shift to Cloud is that you go from, you know - from the perspective of a business - you go from being a Software business, where you're shipping software, to basically being a Services business, where you're offering a service and the economics of these businesses just look different - and we're still kind of coming to grips with what that means.Now listen - I'm an investor, and I sit on a lot of Boards . . . - and as investors, we have to become students of business models, I mean - that's what we do.And so I sat on all these boards, and I noticed that the economics were quite different for these companies that were born in the Cloud and the folks on the Cloud, and so, you know - a lot of this was just born out of trying to understand what the economics were, or what the economics are - as opposed to traditional software companies, where you basically ship the software and it runs on somebody else’s infrastructure, so you're not kind of syncing that, and it comes from a deep background in Cloud and data center infrastructure - and being an investor sitting on the boards and then trying to understand these new businesses.(Nati) Excellent. So I think one of the things that comes out of this analysis is that there is a gap here, in terms of . . . between, you know, the trajectory to velocity versus efficiency - and that kind of led to this paradox that you were referring to.Maybe you can walk us through this paradox …

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[קישור לקובץ mp3]שלום וברוכים הבאים לפודקאסט מספר 421 של רברס עם פלטפורמה, והיום הולך להיות פרק מעניין ומיוחד - באנגלית.Hello and welcome to Reversim! This is episode number 421, and today we’re delighted to host Martin Casado. We also have Nati Shalom with us, and we’re going to speak with Martin about a topic we actually previously covered in our Podcast [though in Hebrew - 418 Carboretor 31 Cost of cloud paradox] - “The Cloud Paradox” or “The Trillion Dollar Paradox” article by Martin and Sarah Wang.(Ran) So - welcome, Martin, we’re delighted to have you here. Let’s have a quick introduction and get to meet you . . .(Martin) Sure - so, the quick introduction:I did my PhD in Computer Science at Stanford, and I focused on Systems and Infrastructure.From there, I started a company called Nicira, where we worked on building out software  networking in data centers, working with large Clouds so we were very, in the early days, close to Google, with Rackspace, had lots of conversations with Amazon . . . That [Nicira] was acquired by VMware, and I ran all the Network and Security for VMware, where I sold into the data centers.I did that for about 4 years, I ran the business; When I left it was about $600M/year businessRight now it’s about $2B/year business . . . .And for the last five years I've been at Andreessen-Horowitz, where I'm an investor and I focus on infrastructure and in particular, you know - Cloud infrastructure.(Ran) Thank you. So, as mentioned, this is a continuation-episode to a previous episode that we recorded about your blog post, and now we'll have a chance to dive deeper.So Nati - you want to take the lead on that?(Nati) Yes, thanks so much again, Martin, for accepting this call. I know that you've been very busy, probably not just around this topic - and I wanted to maybe kind of start the discussion with background, like - what brought you to this topic?I looked at your blog-post, and it looks like you've been talking about this cost-efficiency - or the lack of cost-efficiency, to be more specific - in a couple of . . . I'll say in the past.So it looks like this is a hot topic for you and not a new one - maybe you could walk us through the background?(Martin) So yeah, listen - I've been in Cloud infrastructure and data centers infrastructure for a very long time, and what's very interesting about the shift to Cloud is that you go from, you know - from the perspective of a business - you go from being a Software business, where you're shipping software, to basically being a Services business, where you're offering a service and the economics of these businesses just look different - and we're still kind of coming to grips with what that means.Now listen - I'm an investor, and I sit on a lot of Boards . . . - and as investors, we have to become students of business models, I mean - that's what we do.And so I sat on all these boards, and I noticed that the economics were quite different for these companies that were born in the Cloud and the folks on the Cloud, and so, you know - a lot of this was just born out of trying to understand what the economics were, or what the economics are - as opposed to traditional software companies, where you basically ship the software and it runs on somebody else’s infrastructure, so you're not kind of syncing that, and it comes from a deep background in Cloud and data center infrastructure - and being an investor sitting on the boards and then trying to understand these new businesses.(Nati) Excellent. So I think one of the things that comes out of this analysis is that there is a gap here, in terms of . . . between, you know, the trajectory to velocity versus efficiency - and that kind of led to this paradox that you were referring to.Maybe you can walk us through this paradox …

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