Satya Nadella at the Accel Partners Symposium
joined by satya nadella no tell us what about about your your your thoughts on this event in general you know last year was about Big Data this year it's a little bit more focused a little bit broader focus on the modern enterprise as they say what's your take on kind of >> this event it's a great event on this is my first time here as well and having a chance to even see a couple of panels and just participate i think this notion of a modern enterprise is for real i think that it is re-imagination of what does infrastructure mean what do applications mean inside of the enterprise and we're going through this kak tonic shift which we participate in and so to have a forum like this to >> discuss that was just great so let's dig into that a little bit what you know what makes the what makes the moderate enterprise it's it's certainly a cloud and virtualization you've got the Big Data piece kind of the DevOps model of application development how do you kind of define what all bring to bringing together all these different elements >> what makes a modern enterprise yeah one of the things that I like to sort of make sure we focus on I work on the infrastructure business at Microsoft so >> if you're in the infrastructure business the key thing is to be in touch with the applications and it turns out in our own case today we are building a pretty diverse set of applications both consumer and enterprise so we're building vein which is an applied machine learning application real in building office 365 which is an enterprise focus collaboration communication application we're building dynamics and another enterprise crm ERP in the cloud application and what have you so that diversity of applications makes you rethink what is the infrastructure needed from storage compute as well as the network and so we are building a new operating system for the modern enterprise to be able to deploy these modern applications so that's kind of how I conceptualize I would say there are four major elements to it the first one is it's inside of the data center you have much more of a software driven by descent where you're orchestrating your compute storage and network in support of your applications either at the data center or multi data center scale because there's not a single atom rise that's not using some public cloud provider or another service provider in addition to what they already are virtualizing inside their own private cloud so that is all a software control plane and so we are really thinking about what is the modern operating system that enables you to manage the data center a second dimension would be the what is driven through consumerization of IT I like to describe it as transforming IT to be much more people century so you want end-users to adopt the devices they want and still have access to all their applications and data and yet aighty needs to be able to set compliance and policy so how do you really reimagine that is another dimension big data is something you reference there's not going to be a single application that's not a big data application and so those are the major major teams and the last thing I would say is this DevOps so not only have you built the application but it's even the life cycle around the applications being reimagined how developers and operations professionals come together in support of an ongoing improvement and continuous integration these four megatrends I think constitute a modern enterprise >> infrastructure interesting so let's dig into a little bit about what you mentioned about the use of kind of public cloud infrastructure as well as your internal data center so you've got these hybrid environments they're starting to emerge again pretty much software lead a software led infrastructure is what we're calling it a wiki bond how do you go about actually making it possible for for CIOs and their teams and to actually manage those environments in as efficient way as possible you know making decisions about which applications are deployed in the public cloud which it deployed in your data center how they interact potentially applications that are drawing on data from both spots it's obviously can get very complex so you know Microsoft is one of those public cloud providers with windows so how do you approach that product so >> if you sort of take what you just described which is if you you sort of start with the design point that there will be a public cloud there will be a private cloud and a service provider cloud then how you think about the software control is going to be defined by that design so it's not going to be narrowly defined as bring everything into my data center and I'll help you manage it but it is actually distributed so I think of this is the true fruition of distributed computing and we believe in that so then what are the things that matter first is identity so anything whenever things get distributed the most important thing that brings back things together is actually identity of users and identity for resources so active directory was a great resource for many enterprises in terms of how they came the complexity of the previous generation of client server now we have replumbed and reimagined active directory with Azure Active Directory so this consistency in directories helps IT administrators manage this complexity the next one is virtualization so not only would you be able to virtualize on your private cloud you should be able to move the same work cloud workload which is virtualized to any of these other clouds so you need a degree of guarantee that the performance characteristics of a virtualized workload get maintained across all so that's another thing that with our hyper-v investments and our add your investments we are in a making sure that happens the other one would be management so with if you can be sitting on the system center management console in the orchestrator and looking at a workload which could be in fact in 11 of these clouds or in fact the tears of a single app could be split which is the front end is on azure the back end is back in on premise and so that's also very very important to have a management tier which is the control plane that allows you to manage this complexity and lastly it's the consistency of the application platform Excel so if you're building and development you never want to be in the state where you build a great app but you can never check out so if you build it in the public cloud in the case of azure you should be able to take it and run it on a private cloud or on a service provider so these four things are on identity management virtualization and application platform I think is the core investment you've got to make to help enterprises truly adopt the cloud while you know it's >> complex but you gotta tame the complexity and then of course be what you're talking about it really is a lot of data being generated companies of course want to want to start taking an end of that data they want to analyze it they want to actually take those insights and turn them into either applications or perhaps convey them to executives and others in terms of visualization and of course one of those underlying platforms is to do talk about Microsoft's approach to Hadoop I know you're working with Hortonworks you actually kind of discontinued working on your own Big Data technology when you realize I think that you know who Duke was gonna is going to become the de facto standard so talk about how you're making it possible to bring the dip into this environment where more and more companies are looking to ring that it may be as a big data hub kind of store a lot of data and then feeds out to applications different workloads what is your approach to actually making that I guess enterprise ready yep and making it easy to get it get started and then term you know maybe science projects into really production whether the quantity I >> mean this notion of being able to take data and convert it into insights in support of enterprise goals is sort of the holy grail of this moment and so one of the things that we are actively doing is to bring a lot of the traditional value we've always had if you think about the momentum we have with our self-service bi capabilities on the edge of data which is Excel SharePoint sequel analysis services is where all data goes to in order to be able to drive in sites within and you know with it with end users because at the end of the day humans will be involved to be able to drive inside out of all of this data so now the question is how do we take that edge loop and connected with the information production which is upstream and that is where we are completing the story with having HD inside haven't even a relational interface on top of HT insight for in-memory ad-hoc query analysis like a data warehouse on top of it which i think the Hadoop community itself is adopting which is a sequel interface on Hadoop is probably one of the more talked about things nowadays and so this notion of having a complete data platform everything from MapReduce to stream processing to sequel like query interactively and then empowering end-users and workflows with data around their users which share for in Excel where we've invested in things like a power pivot and Power View which are actually powerful in-memory databases in fact I would say the most powerful in-memory database now is power view inside of Excel from where you can issue a sequel I mean basically a hive query to HD inside and populate millions of rows in a tabular column form that you're very familiar with we think that that democratization of big data is going to be very very important to acceptance of it as you said it from science projects or just being in the data science department to bring ubiquitous so we've only got time for >> one more question so just love to get your kind of future outlook what are some of the key priorities for you and your group over the next day 6 to 12 >> months I mean the key thing for us is really bootstrapping our cloud business we've got some fantastic traction with office 365 it's really doing very well in the q3 earnings we talked about how we have known a run rate basis a billion dollars in revenue going to office 365 and many customers who are to office 365 never bought an exchange server from so we're even it's not even zero something really in the short run it please and so we're very glad with that and there is a sure is just a natural complement to any customer who's already got office 365 sharepoint extensions the end user bi Active Directory administration all of these are sort of very natural extensions but agile itself now has got very very significant momentum yesterday we talked about how as urine as your services with all of our service provider partners has also got a billion dollars in revenue so that means when it comes to the core of the enterprise and their move to the cloud which is going to be complimenting a lot of what they're already doing in on premise is something that we're a pretty major player on and if anything we want to be solving the here and now practical problems with a forward-looking vision around identity around consistency of the management plane around virtualization compatibility around the application platforms and I think that that's what we're really up to in the immediate future all right yeah I think you really hit on something there with these gonna be high route deployments they're going to you know just much like in big data you know dupe isn't going to come in and replace your database your relational database and neither is the cloud whenever place your internal data center they've got to work together it sounds like you guys are working hard to kind of make that as seamless of the proposal as possible for your clients so I slept in Delaware Microsoft appreciate you coming on the cube thanks very much well hope you come back and join us about 39 thank you so much we'll be right back from the excel at Stanford symposium with our next guest writing for this
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Satya Nadella - Accel Partners Symposium 2013 - theCUBE
hi everybody welcome back to the Q we're here live at the Stanford accel partners summit I should say event here at Stanford University I am joined by Satya Nadella who is the president of server and tools baby Scholars Program with the Q I thanks so much for coming on appreciate it I think first time here on the cube we've had of course lots of folks on Microsoft on in the past and always a great to get your your take so tell us a little bit about your your your thoughts on this event in general you know last year was about big data this year it's a little bit more focused a little bit broader focus on the modern enterprise as they say what's your take on kind of this events it's a great event down this is my first time here as well and um having a chance to even see a couple of panels and just participate I think this notion of a modern enterprise is for real I think that it is a reimagining of what does infrastructure mean what do applications mean inside of the enterprise and we're going through this tectonic shift which we participate in and so to have a forum like this to discuss that was just great so let's dig into that a little bit what you know what makes the what makes the modern enterprise it's it's certainly a cloud and virtualization you've got the big data piece kind of the DevOps model of application development how do you kind of define what all bring to bringing together all these different elements what makes a modern enterprise yeah one of the things that I like to sort of make sure we focus on I work on the infrastructure business at Microsoft so you're in the infrastructure business the key thing is to be in touch with the applique and it turns out in our own case today we are building a pretty diverse set of applications both consumer and enterprise so they're building Bane which is an applied machine learning application we learn building office 365 which is an enterprise focused collaboration communication application we're building dynamics and another Enterprise CRM ERP in the cloud application and what have you so that diversity of applications makes you rethink what is the infrastructure needed from storage compute as well as the network and so we are building a new operating system for the modern enterprise to be able to deploy these modern applications so that's kind of how I conceptualize I would say there are four major elements to it the first one is it's inside of the data center you have much more of a software driven data set where you're orchestrating your compute storage and network in support of your applications either at the data center or multi data center scale because there's not a single enterprise that's not using some public cloud provider or another service provider in addition to what they already are virtualizing inside their own private cloud so that is all a software control plane and so we are really thinking about what is the modern operating system that enables you to manage the data center a second dimension would be the what is driven through consumerization of IT I like to describe it as transforming IT to be much more people central so you want end-users to adopt the devices they want and still have access to all their applications and data and yet IT needs to be able to set compliance and policy so how do you really arean that is in another dimension big data is something you referenced there's not going to be a single application that's not a big data application and so those are the major Keane's and the last thing I would say is this DevOps so not only have you built the application but it's even the lifecycle around the application is being reimagined how developers and operations professionals come together in support of an ongoing improvement and continuous integration these four mega trends I think constitute a modern enterprise infrastructure matrix so let's dig into a little bit about what you mentioned about the use of kind of public cloud infrastructure as well as your internal data center so you've got these hybrid environments that are starting to emerge again pretty much software lead a software led infrastructure is what we're calling it a wiki bond how do you go about actually making it possible for for CIOs and their teams and to actually manage those environments in an efficient way as possible you know making decisions about which applications are deployed in the public cloud which are deployed in your data center how they interact potentially applications that are drawing on data from both spots it's obviously can get very complex so you know Microsoft is one of those public cloud providers with Windows Azure so how do you approach that problem so if you sort of take what you just described which is if you you sort of start with the design point that there will be a public cloud there will be a private cloud and a service provider cloud then how you think about the software control is going to be defined by that design so it's not going to be narrowly defined as bring everything into my data center and I'll help you manage it but it is actually distributed so if I think of this is the true fruition of distributed computing and we believe in that so then what are the things that matter first is identity so anything whenever things get distributed the most important thing that brings back things together is actually identity of users and identity for resources so Active Directory was a great resource for many enterprises in terms of how they came the complexity of the previous generation of client server now we've replumbed and we my Active Directory with Azure Active Directory so this consistency in directories helps IT administrators manage this complexity the next one is virtualization so not only will you be able to virtualize on your private cloud you should be able to move the same work cloud workload which is virtualized to any of these other clouds so you need a degree of guarantee that the performance characteristics of a virtualized workload get maintained across all so that's another thing that with our hyper-v investments and our agile investments we are making sure that happens the other one would be management so with if you can be sitting on the system center management console and the orchestrator and looking at a workload which could be in fact in one one of these clouds or in fact the tears of a single application could be split which is the front end is on Azure the back end is back in on-premise and so that's also very very important to have a management tier which is the control plane that allows you to manage this complexity and lastly it's the consistency of the application platform itself so if you're building a development you never want to be in the state where you build a great app but you can never check out so you if you build it in the public cloud in the case of azure you should be able to take it and run it on a private cloud or on a service provider cloud so these four things are on identity management virtualization and application platform I think is the core investment you've got to make to help enterprises truly adopt the cloud while you know it's complex but you gotta tame the complexity and then of course what you're talking about it really is a lot of data being generated companies of course want to want to start taking advantage of that data they want to analyze it they want to actually take those insights and turn them into either applications or perhaps convey them to executives and others in terms of visualization and of course one of those underlying platforms is to do talk about Microsoft's approach to Hadoop I know you're working with Hortonworks you actually kind of discontinued working on your own big data technology when you as I think that you know Hadoop was given is going to become the de facto standard so talk about how you're making it possible to bring the dupe into this environment where more and more companies are looking to bring that in maybe as a big data hub kind of store a lot of data and then feeds out to applications different workloads what is your approach actually making that I guess Enterprise ready yeah and making it easy to get and get started and then turn you know maybe science projects into really production whether the point is right I mean this notion of being able to take data and convert it into insights in support of enterprise goals is sort of the holy grail of this moment and so one of the things that we are actively doing is to bring a lot of the traditional value we've always had if you think about the momentum we have with our self-service bi capabilities on the edge of data which is Excel sharepoint sequel analysis services is where all data goes to in order to be able to drive insights within and you know with it with end users because at the end of the day humans will be involved to be able to drive inside out of all of this data so now the question is how do we take that edge loop and connected with the information production which is upstream and that is where we are completing the story with having HD inside having even a relational interface on top of HD insight for in-memory ad hoc query analysis like a data warehouse on top of it which I think the Hadoop community itself is adopting which is a sequel interface on Hadoop is probably one of the more talked about things nowadays and so this notion of having a complete data platform everything from MapReduce to stream processing to sequel like query interactively and then empowering end-users and workflows with data around end users which share or in Excel where we've invested in things like a power pivot and Power View which are actually powerful in-memory databases in fact I would say the most powerful in-memory database now is Power View inside of Excel from where you can issue a sequel I mean basically a hive query to HD inside and populate millions of in a tabular column form that you're very familiar with we think that that democratization of big data is going to be very very important to acceptance of it as you said it from science projects or just being in the data science department to bring ubiquitous so we've only got time for one more question so just love to get your kind of future outlook what are some of the key priorities for you and your group over the next say six to twelve months I mean the key thing for us is really bootstrapping our cloud business we've got some fantastic traction with office 365 it's really doing very well in the q3 earnings we talked about how we have a moving on a run rate basis of billion dollars a revenue going to office 365 and many customers who are coming to office 365 never bought an exchange server from so we're even it's not even 0 some really in the short run at least and so we're very glad with that and there is a j''r is just a natural complement to any customer who's already got office 365 SharePoint extensions the end user bi Active Directory administration all of these are sort of very natural extensions but Azure itself now has got very very significant momentum yesterday we talked about how Azure and Azure services with all of our service provider partners has also got a billion dollars of revenue so that means when it comes to the core of the enterprise and their move to the cloud which is going to be complementing a lot of what they're already doing in on-premise is something that we're a pretty major player on and if anything we want to be solving the here and now practical problems with a forward-looking vision around identity around consistency of the management plane around virtualization compatibility around the application platforms and I think that that's what we are up to in the immediate future alright yeah I think you really hit on something there with these gonna be hybrid deployments they're going to you know just much like in big data you know doop isn't going to come in and replace your database your relational database and neither is the cloud going to replace your internal data center they've got to work together it sounds like you guys are working hard to kind of make that as seamless of the proposal as possible for your clients so Satya Nadella for Microsoft we appreciate you coming on the queue thanks very much well hope you come back and join us about three thank you so much we'll be right back from the Excel Stanford symposium with our next guests ready for this
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Amanda Richardson - Accel Partners Symposium 2013 - theCUBE
>> Wait. Okay, We're back. Live here at Stanford University Alumni Center. What a great day. Stanford loved this place. A lot of brilliant minds here. And this is the Stanford Excel Seventeenth annual symposium called Excel Enterprise. That's the hashtag falls on Twitter here with Jeff Kelly. Silicon angles. Exclusive coverage is too cute. Our flagship program about the events extract the signal from the noise. And our next guest is Amanda Richardson, the head of product. That president. Welcome to the Cube. >> Thank you. Awesome. >> So really amazing event. I'LL see a lot of big minds here, and we're also live in San Francisco at the age of us somewhere all the developers air geeking out with Amazon and all the tools you the head of product President, tell us what is President. Tell us what you're doing here. >> So, President, a collaborative presentations will. So we look forward, Teo, helping our users create idea, share ideas and really have a platform for uh, putting. Their message is out there and better sharing with the audience is So we're here because we love excel. I'm here because I'm a GSP alum and any reason to get back to the farm is a good one, and we just think it's a great place to meet people piers and share ideas and hopefully learn from each other's mistakes. >> So what? You're the new business school president? >> So I got you a job before the new business school. It's pretty awesome, but I kind of want to go back. I was joking with my husband this morning. I think it may be time for a phD. >> Yeah, Sanford's Grace, but as the head of product, you can. You still get the geek out? >> Yeah, >> And look at also the market side. You gotta look into engineering also product. So in this whole enterprise two point Oh, thank you just never happened. It's still happening. It's like going and going. But now with cloud with mobile, it's all happening right? So I got that cloud mobile social thing going on. We've been covering. So knowing it's looking angle. What are you seeing now as the market drivers for those two forces cloud and mobile and social is all that coming together? >> Um, it is all coming together, and I think you know, we call it like the consumerism ation of enterprise. Right. So, um people have one phone, one device, one presence. I think five years ago you probably tried to keep your world separated between your enterprise, professional life and your personal life, and now it really all comes together. So you've gotta solve the problems for the enterprise users in the same way you solve problems for consumers, right? What are their big needs? What are their pain points? Where do they find value, focus on those areas and make it easy to use on DH? I think that's what's finally accelerating on bringing really cool, sexy problems to the enterprise users. You just bring a consumer approach. One >> of the biggest barriers that you see in that adopts House of consumer ization of consideration of the enterprise has been talked about for many, many years and finally was seeing a ray of hope. >> Yeah, wave and making the lives the end of the tunnel >> sunrise a face. So it's there, it's there. So one of the key drivers that are helping this go faster now versus years before Oh yes, next two years next year. >> Um so I think I think mobile is actually a great point, so you can't keep pieces like Evernote, Dropbox President out of your users hands. I mean, I remember being in meetings with manager meetings five, seven years ago, talking about how we're gonna ban Facebook, and that just seems quaint now because it's all in your phone and you can't tell people not to bring their phones to work. So I think Mobil's had a huge impact and getting more of these products and tools into the hands of the consumers and out of really this kind of big brother control type situation, Thie Other thing I think that's happening is just worlds are blending together and the availability of of tools on the Internet. It sounds silly to say, but, you know, you can remember five, ten years ago, you couldn't access your perhaps it's near p program. Or perhaps this even productivity tools from home. There was a time when we all had to remote in and yeah, I mean, I'm dating myself and showing why I color my hair. But it really is. You know, the world is changing, and I think, thank goodness for the Internet, thanking us for the Web and thank goodness for >> Mo. It's interesting you mention the dating yourselves first. You look fabulous, you know, you know world. I mean, I'm older, I know how old I am. And I just had the twenty seven year old kid on drop box. So you know, that's young. But, you know, it's a lot of senior folks now. This enterprise market is shifting from consumer. You seeing some of the leaders are those experienced managers because they've lived through the right client server that lived through the that first wave. So is that just because we're more, there's more people that know that market more amusing? You're seeing a lot more cos they're not not the twenty something. It's over thirty five over forty. >> Yeah, eso no comment on age. But Thea, I think what excites me about the space I can just talk about myself is you know, I have a consumer background. So it was super fun to be in consumer five ten years ago when you know Internet was taking off. He finally have a platform on which you have millions of users to test and learn and grow. And now that you can apply that to enterprise, I mean, I think it's new challenges but similar challenges. And I really think one of the more interesting things is that it's actually solving really compelling problems. One of the you know, um, I think there are a lot of opportunities out there around photo sharing and, um, Geo location and, you know, putting together your social graph. But you know, where I find passion and energy is actually providing value and solving problems and really being a key part of someone's someone's life, That's what gets me here. Hope that keeps others here. >> So let's talk about you're solving really interesting problem. What is the mean? What is your wife? What is president about? Why are you doing what you're doing? Is it simply, you know, we've talked. We hear a lot about the concerns around power point and right death by the PowerPoint slide and that kind of thing is that really, uh, the issue you've set out to overcome our tell us a little about what you do and why you do it. >> So, um, we certainly get compared to power point a lot, but where we, uh problem we really like to solve on on a more grand scale is that we believe ideas are best shared and best collaborated about. So if you think of ideas like jeans, they can come together. They can be built on each other. A great example of president uses. There is an organization in Syria rebel organization that used President to really be the platform to explain their ideas and what the issues really were in a quick, meaningful, impactful way. I think having a platform by which you can share ideas and better understand each other can apply Teo making the world a better place but can also apply Teo helping scientists share their information around the globe, building on ideas and I know even within president, we use the tool. Teo better communicate product road maps to engineering so that we can better align. I think it's all about communication. Helping ideas grow faster and helping the world to be a more understanding place. I mean, it's a little peace, love and happiness, but it it is why we get out of bed every morning. We really think because he's a great tool for people to be the platform for them to share their ideas. And >> so I'm actually president User. I've started using recently. Actually, I downloaded. You can see here about the kind of downloaded the desktop version, and I were working on the plane that was coming out here from Boston. But, you know, it's certainly a very interesting platform. It's very different from Power. Point certainly creates much, much more compelling type of way to present information. Uh, what are some of the design principles that's had a product? What are some of the things that you really kind of court your philosophy in terms of design, find it and and implementing our should say, creating the kind of user interface and the way people interact with information? >> Yes. So I'm really proud of President of the co founders have really doubled down, if you will, on our design effort. So we have a full time user research staff. We have a full time data research that we have a full time design staff, all three different roles, all three big teams. I'm really focused on understanding our users. So we saw for key user problems in terms of design principles, specifically that we focus on, we like to, uh, help users understand structure of their ideas. So one of the challenges of President. For those who come from a power point model is everything should be linear. And one of our principles is that not all ideas are linear. There may be areas where we consume into different pieces. So helping to communicate that that is particularly important for us and how to provide simple structure. Um, I think the other ideas, uh, helping to make it beautiful. We believe that words are better. What are? Excuse me? Pictures are better. Way to communicate in words. Um, you know, death by bullet point >> thing is a common affliction, >> eh? So how can you, uh, say something with a picture that would have taken a hundred words? And that's what we try to do. >> So you know what? Your problem is? Both kind of software service, but also down with stop version. Right? Mentioned. But you know what? The software service Mom, you're able, I assume, to collect data on the way people are using your product, right. How does kind of that type of information do you incorporate that into the design process and making changes to the product come to talk about how you used data analysis really >> product. Yeah. So, you know, I believe the role of product managers to understand the user intimately have a point of view on a strategy, but then early validate through data. So not to Pripyat. We do have data about your desktop PC, which is what >> I covered. Big data for what? You have no problem with that. >> So we focus a lot on one or user stew. Do what makes them successful way try toe. Have measurable outcomes for all of our initiatives, whether its user behavior or defining what a good presidents are really helping users to solve their problems. We use data tio, on the small level, optimized and on a big level really define an objective and a goal. So how can we really push things through the funnel to get to the user to their success point, which we measure is giving a presentation. >> So both find ten of tactical issues, but also a kind of inform your larger >> are big company KP eyes. They're all based on data. >> Okay, thanks for coming on The tears. We gotta break that. Their next guest coming in lining up all of the crowd's breaking up the Silicon Angles Exclusive coverage of Stanford Excel seventeen Annual symposium. Hashtag Excel Enterprise Where it sells Doing a lot of great enterprises is Cuba's looking angles. Coverage of Stanford Excel Symposium right back with our next guest after this short break.
SUMMARY :
And our next guest is Amanda Richardson, the head of product. at the age of us somewhere all the developers air geeking out with Amazon and all the tools you the head of product So we look forward, Teo, So I got you a job before the new business school. Yeah, Sanford's Grace, but as the head of product, you can. What are you seeing now as the market drivers for those two forces cloud and mobile and I think five years ago you probably tried to keep your world separated between your enterprise, of the biggest barriers that you see in that adopts House of consumer ization of consideration of the enterprise has So one of the key drivers that are helping It sounds silly to say, but, you know, you can remember five, ten years ago, you couldn't access your perhaps So you know, that's young. I think what excites me about the space I can just talk about myself is you know, you know, we've talked. I think having a platform by which you can What are some of the things that you really kind of court your philosophy So one of the challenges of President. So how can you, uh, say something with a picture that would have taken a hundred the design process and making changes to the product come to talk about how you used data analysis So not to Pripyat. You have no problem with that. So we focus a lot on one or user stew. are big company KP eyes. Coverage of Stanford Excel Symposium right back with our next guest after this short break.
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Milin Desai, Sentry.io | CUBE Conversation, March 2020
(vibrant music) >> Everyone, welcome to our Palo Alto studio. I'm John Furrier host of theCUBE. We're here for a digital conversation. Part of our new digital events, part of our new structure of bringing people into the studio and also doing remotes. We'd love to do that in the era of the travel bans, but it's always great to have local Silicon Valley executives and startups here. Milin Desai, CEO of Sentry IO is here with me. Former VM-ware industry executive, CEO of Sentry IO hot startup. Thanks for coming in. >> Thank you for having me. >> So you can drive in. You don't have to fly anywhere. It's all good. No wearing masks. The coronavirus is crazy. I'm so glad we have you at this studio and get this content acquisition. Thanks for coming in. I want to get your take on your company before we get into the industry thing. I think you look at some of the most successful categories that just came out of nowhere. You know, you look at AIOps for instance in driving, you know, observability. But what is observability? That beginning, that comes with public page or do the list just goes on and on. The cloud has created this agile market where real time and then a lot of automation is going on so whether it's error logs like a Splunk does and that's scaled up. You get to doing something variation with software code that's not just something breaks, a phone rings. There's a lot a going on. You're this really kind of the tailwind here for you with cloud scale. What does Sentry doing? What's their secret sauce? >> So, the simplest way I would put it is we help you measure and monitor your code in production in close to real time. So what does that mean? You look at all, all of the companies that we talk about, whether it's a John Deere on one end or a Spotify on the other. They're all getting more digital in nature, which means they all trying to interact with their customers more often, building apps with an interface with an API. And as we all know, through our own personal experiences, if you don't get a great experience, you simply move on. So, you pull up your app, you pull up Uber, it's not working, let me look at Lyft. Right? That's the kind of consumer behavior that's starting to take in. >> So-- >> Meaning you don't really know as the owner of the app if they're abandoning or not, it's just down sales or? >> Correct. And so, what we do is we help developers monitor how the usages of their code in production. So, as users hit editors, a checkout button is not working or a user is having a bad experience on a mobile phone, whereas the same application on a browser looks fine. We in real time giving notification saying X number of users on this type of device, on this type of interface are having issues. And not just that, it's an alert, it's an alert that says this is the issue, this is the line of code where the issue's taking place, this is the potential commit that you did in your getRepository, which is causing it. So, it's the full kind of metadata around the issue. Which typically would be, what, two days? I take it as filed. Support me, look at it. Hey, customer has an issue, let's reproduce it. Well the customer is gone. So this is all done in real-- >> Or it could be a complete blindspot too. You don't know, right? This is the thing. This is why I love this whole digital transformation role where instrumentation is re-imagining how everything's being done. So for instance, you could see a code push and you go, okay, it's in production. And then why are sales down? Why is usage down? And then you've got to do a postmortem. >> Correct. >> No one called, just going what the hell happened? Fingers are blaming. He did it! Here you're trying to get to the point where you can see that error earlier or before or after, during as it work. >> It's almost in real time. Close to real time. As the user has the error immediately through either PagerDuty, Slack, email, whichever your communication medium is. You get to know a user or a set of users are having an issue. You click it, you go to this portal. All the metadata is right there. So, it's in real time. And so to exactly your point, it's not after the fact. >> Yeah. >> Right, it's happening. And so, the CTO of tackled.io, said it best, it's a startup that helps companies get on to marketplaces. He said, "Hey, we found issues before our customers even filed a issue against us." So, you know, this helps us deliver true customer experience, as a development team. >> So, on the developers that target profile get that and they're coding away. They don't have time to do research. They'll be like, "Oh, I better bolt on some instrumentation here." That's been the successful move. Look at like what Datadog has done in DevOps. Just the easy onboarding, free use it. Is that the same model you guys are taking this free land, adopt then expand. So, is it a freemium, could you explain the business model? >> Yeah, so, a Sentry is a open source. And so customers can take the piece of software that we have as is, fully functional and run it themselves on their data center on their cloud, or they can choose a SaaS version from us and we offer kind of like a free version and then you pay for the plan. So, what we typically see is customers turn it on, developers turn it on and they like it. And then, the best score I got recently was, one CEO who said, "Hey, you know, I don't send you that many events, but I see the value of what you do, so I decided to pay you." Right, so, they went from free to paid. And that's kind of typical pattern that we see. And the best thing about this is, it takes you approximately four lines of code to get started. Four lines of code in your code and you get started getting the benefits of Sentry. >> What's good sign for monetization when you got the paying it forward literally with cash. I want to ask you the difference between the open source version because I saw in the origination story it's really interesting. They were at jobs and they saw this side project grow into a real opportunity. And it's always good to see the open source not die, right. So, this been maintain the project. When would someone use the open sources? Is that the hardcore folks or, so SaaS, obviously makes sense. It's easier if you're doing a lot of the extra support and whatnot on top of it. But what's the use case for the folks who are going to bring it in house loaded on their cloud? >> I think we'll leave it to our customers to decide that. And we've seen, folks who say, "Hey, you know, we have, we're going to try it out, it's a small, we have got a good DevOps practice. We're going to get it up and running." Here's what happened with one of my teams at VMware. The engineer in charge looked at it and said, "It's not worth my time given what the price on SaaS is." Right, so, like our smallest plan is $29, which satisfies most startups or small software projects. And his point was like, "Hey, you know, it's almost better for me to start and using that versus--" >> Well they weren't using NSX. I'm sure Pat Gels would be like, "Get shipped the next product." Well this is the trade off, right? I mean, so that's what's beautiful of open source. You want to bring it in and make it work for yourself. That trade off has to be economically there. >> Correct. >> So you have a nice balance of if you're hardcore, no problem. >> Please use-- >> Use it, contribute, be part of the team. But if you want ease of use and all the bells and whistles and the speed. >> I think it comes down to what we are starting to see, which is, how much do you care about getting to value faster and where is your value? Is it in kind of running and operating all these pieces of software or is it in, you know, getting value to your end customer? So, if you are focused on building your business, we are this value add that kind of gets you there faster. So, stop focusing on kind of building the infrastructure. Start delivering kind of the value to the business. >> So I'm going to ask you, so, are you the CEO? So the founders who I've not met. I look forward to interviewing them. They seem pretty cool. I'm sure they probably say, "Oh this guy from VMware, he's probably the big company guy." 'Cause they were like, we're going to Dropbox now. Engineers, I could almost imagine their, what they're like. Probably skeptical, this is VMware guy. How did you get through the interview process? Obviously, you're the CEO, you made it. Were they skeptical ? What worked? Why you, why'd you go there? >> You know, the best thing about this transition is Chris and David. So, David was the CEO. He is now the CTO. He's the founder creator along with Chris. And it was his decision, to bring someone into the company, given that we are seeing this, you know, we are now at 20000 plus customers and he felt like he wanted to kind of go back to building and creating and bring a partner in crime. So, that was the good part. I would say like, we started talking and we are at the same energy level, you know? So, I think it just worked out in the way we communicated. And you've known me for a bit. I'm kind of hands on. I like, you know, to kind of get into things and build businesses. So, I think the profile matched out and both of us took our time. So it was, a long dating process, where we got to know each other. Not just as, you know, what we do for work. But, you know, how we operate and had coffee and lunch and dinner and--- >> Well, it is a dating, dating and marriage is always thinking, but the founders are, it's a tough move to make. I mean, for founders to be self-aware, to bring in someone else. But also the fit has to be there. And a lot of entrepreneurs just check the box and try to hire someone too fast that could fail or gets jammed down by the VCs, you know. So, the founders are pretty kind of reluctant. So, that's interesting that you did that. >> Yeah, he's been thinking. You know, the thing about David is he's super thoughtful and hopefully you'll get to see him soon. He's been thinking about this for a bit. And he took his time. And he worked through the process and that's why I said it felt like we were not just talking about, me joining as a CEO, as much as us getting to know each other and building this for the long run. And so we really took our time on both ends--- >> And he want to to get back on the engine of the business? He's a developer, right? He's like the code. >> Just don't want to, >> It was-- >> 20000 customers, you going to get hiring people. It's HR issues. This probably, I don't want to do that. >> That and you know it was kind of the personality thing, right? Grit and grind, you know. We kind of, can somebody come in and have the passion, the same that he believes in what we do. And he saw that and I saw that in him and I'm like, this is a great opportunity that I cannot forego. >> So talk about the, I say love modern, the modern startups because, you know, you're on the right side of history when you got cloud at your tailwind and kind of DevOps, like vibe you get going on with, I know it's not DevOps, but it's common like cloud scale and the agility. How are you guys organized? You guys have virtual teams. You have a central office. Is there a physical place? Do people come in? What's the, how is the company's philosophy on work environment? >> So, we actually have three locations. One in San Francisco, which is the headquarters, where we are located. And then in Vienna, Austria, where one of the early engineers and pioneers live. And so we built around that person and that location. >> No one's complaining about that. >> No. >> Vienna's not a bad place there-- >> Not a bad place. I haven't visited yet. (laughs) I am looking forward to it. I was supposed to be there in April, but, given the circumstances, I'm postponing it. And we recently started this past year in Toronto. And so, we are--- >> So three strong areas for tech talent for sure. >> And then we do have some employees working from home. So, we try and hire the best, and then we accommodate. But we do try to kind of cluster around these three locations. >> So, I got to get your take as the CEO, obviously we're all grappling with this, work at home, Covid 19, the coronavirus, is impacting. Everything's being canceled here in Silicon Valley. I would say Seattle has more of a hotspot than our area. Mostly China as China. What's the view that you guys are taking right now? You're telling people who work at home. Obviously, events are being canceled. Places where people doing Biz Dev, KubeCon was canceled, Dell Technology World is can-- I mean everything's being canceled. How's that affecting your business and what's your philosophy? How are you guys are executing through this tough time? >> I think as a company we've kind of taken the step for having people work from home and we did it on a location by location basis. So, for folks in San Francisco, especially because folks who are commuting on public transportation and other things. We wanted to make our team feel comfortable. And so we've instituted a work from home policy, for, I think we said two weeks, but I think it's going to keep going until we get a clear signal from the government, both locally and at the federal level. So that's kind of where we are as a team. And then what we noticed was the Austrian government kind of had similar regulations of everyone's working from home. Slack, you know, Google Hangouts. We spending a lot of time on video, making sure we are connected as a team. And you know, just that spirit of how we operate and talk to each other continues. As a business, we are a bottoms up business. So, what I mean by that is folks sign up, they use the product. And developers are right now globally still fully functional. The only difference being they're now working from home. So we feel like as a business, we'll be fine. And we are ensuring that our customers through this transition and through this period of kind of unknowns are able to continue to be successful for their customers. >> It's funny, I was talking with someone, it's like there's going to be some, obviously, sectors, like events are going to take a big hit. South by got canceled, Coachella's being canceled. All the tech events are being canceled. That's why we're going to be doing our stuff at the studio with virtual events, for theCUBE. But certain things are going to be different. You going to see pregnancy, boom. You know, nine months later, people are going to be having kids cause they're home alone or divorces depending on how you look at it. But productivity, developer wise has been talked about as actually developers want to just crank out some code. They don't have to come into the office. You can be more, I mean you can still be productive. Developers have been doing this for decades. >> I think-- >> At least if they are more. >> You know, I think you, you know, I think there might be a scenarios of adjustment, a period of adjustment. And then folks will get comfortable. So, it's super important to create that engagement model. Whether, do you have the tooling to keep the team engaged. And there companies that are completely remote. And so we're making sure we learn from their best practices around that. But I do believe that, for tech companies or even for manufacturing companies focused on building software, developers are going to be productive. >> Okay, so a baby boom's coming, divorce rate's going to go up and productivity is skyrocketing. (both laugh) >> For developers. >> For developers. Well, I mean it's a good time. Okay, can I get your take on the industry now. Honestly, putting all the coronavirus aside, we saw a surge in public cloud check. Done. And ask you when your VMware with NSX coming in and becoming the engine with software defined networking as part of the Series piece. You're starting to see hybrid clear as day. It's going to happen. Multi clouds on the horizon. So, you now have a three wave cloud game going on. Wave one, done. Wave two is hybrid. Wave three maybe bigger than them all with multicloud. Do you agree with that trend analysis and what's your take on that? >> So, this is where I'll probably kind of look back at my time at VMware. I think, you know, definitely see the multicloud wave catching on. But I would use the word multicloud as in, not a app spread across three clouds as much as, you know, a company choosing to have a certain assets in AWS, certain assets in Azure, certain in Google. So, I don't see yet this idea of an app being stretched across the three clouds but definitely, while I was-- >> VMware tried that. (both laugh) >> While I was at VMware and in talking to customers, we definitely saw adoption of multiple clouds. And that's where when I was working with the cloud health team, this idea of managing cost and security across three clouds became very common as a pattern that came up. You definitely see that as a kind of directional thing that a lot of organizations are doing. >> Yeah, the idea of just rapidly shifting up workloads based on pricing, all that stuff. I think it's aspirational at best because development teams are now just getting their groove on with hybrid and operation, cloud operations. So, I can see a day where if you can manage the latency network issues, maybe some day, but I mean, come on, really? I think about how hard that is, just latency alone. >> And the issue is like, architecturally you have to make really good choices to get there. So, I think you might see that in like kind of tech software firms. We're thinking about, how do I stay cloud neutral? But for the most part, if you want to take the full value of AWS or full value of GCP, you want to go deeper in there. And use all their services. >> Yeah, I think that's great insight. Let's riff on that a little bit because one of the things I was talking to Dave Alante and Stu Miniman about was, if you look at the multicloud, I don't think it's going to come from a vendor. I think if you look at the success of the Facebooks of the world, even Dropbox where your founders came from, early on, they had to just basically build it from cloud native, from ground up. And all the hyper scalers use open source. They built all their stuff. No one was selling them anything. They just did it. So, I think you'll see smart architectural moves, but that'll be the unicorn. That'll not be the standard. That'll be the exception, not the rule. I don't think you can sell multicloud, in my opinion, yet, or I don't think that'll even be possible. But I think someone will come out and say, make those architectural decisions saying, "I have an architecture that works multicloud because we architect it that way." >> Yup, yup. And I think that's kind of the more, kind of from an engineering standpoint, I think you'll see more of that. I think from a, you know, from a kind of solution standpoint, you will see folks saying, "I will help you manage or secure or build into each of the clouds and give you kind of common pattern versus the latter of it." And engineering team says, "Here's a way to architect for multicloud." >> You know, we pay a lot of attention to the next gen kind of psychologies. Obviously, we do a lot of coding on with our cube cloud that's coming out now. But, how do you see the founders you're working with and that in this new peer group that's developing. I call it, the next gen entrepreneur, technical entrepreneur. As they look at the vast resources of cloud and all of the data opportunities there and mobility, internet things and all this stuff going on. What is the general mindset right now of these kinds of entrepreneurs from a technology perspective? How are they looking at the problem space? What's your take on this new landscape as an entrepreneur? >> Yeah, I'll give you kind of what got me super excited about Sentry. Like how, why did I think about that? Which is if you look at 2000 to 2010, we did software defined infrastructure. Things started moving into software. 2010 to 2020 was, as you correctly wanted a cloud, hybrid, everything became kind of as a service. I think this next decade will be about data. So, companies using the data to get a competitive advantage or figuring out, you know, how to stay ahead, whether it's competitively or even to win a market. And the other aspect of this is because everything is so, as a service, API centric, I think it's going to explode how we develop things. And I think this is going to be truly now the decade for the developer, who's going to make deeper choices, greater choices, buying decisions. And so, with data kind of exploding, and the management of it and getting insights out of it is one aspect of it. And, you know, as somebody who's looking at Sentry, we do a lot of that, right? Which is how are customers using it? What are they using? What languages? And everything else that goes with that. But on the other end, developers are going to start kind of using things and create a whole new set of use cases that's going to change the way we think about it. So I think there's a whole set of elements around how to use this infrastructure to build new applications, creative products, that is going to be a massive boom. >> I think that's a great point. I think that's great insight. Because you think about observability, which I was just joking earlier on about, but I think the relevance observability is network management applied to value real time, right? Because if you can instrument everything, the smart people are going to saying, "Hey, I can just instrument this and get the data I need rather than dealing with this hassle process we had before." So, it brings up that kind of philosophy of kill the old to bring in the new or something new that kills the old. So, it's an interesting phenomenon. I think it's very relevant. But I want to get your, question as a CEO now, you've got, you're at the helm, helm of a company is technical. And talking about architecture, what's your architecture for the venture? What's your plans? How do you see the, you said you're going to come and build this next level growth. What's your architecture look like? Are you going to, do more of the same? Any new things that we see? What are you going to... What's your plan? >> Fundamentally, you know, we as a kind of set of users in the world today, have spent a lot of time monitoring, as I told you earlier, machines, systems and applications, right? And so there's a lot of successful companies doing that. But if you fundamentally believe that this is the decade where you're going to write more code than we've ever before or refresh more applications than we've ever before. Our focus is code and how it does whether it's in a staging environment, in a canary deployment, or in production. How do we measure code and monitor code in production. And the impact of that code to the end users. So it could be errors and now increasingly code performance. So you will see us kind of venture into this idea of helping developers. Not only find issues that they run into production like we talked about before, but also be able to say, looks like over the past three releases, our logins per second have gone down progressively by 10%. Why is that happening? Where is that happening? Which team made that change? So, you will see us kind of really double down on this idea of measuring and monitoring code going forward, complimenting how we measure monitor systems, machines and applications today. >> Yeah, I mean, code has got to be managed, as people more, people contribute. It's like a compiler for the compiler. (laughs) >> It's like if code fails, your business-- >> Code for the code. >> Yeah. >> Meta three meta meta as they say, but code for the code. But that's, it's basically code management in a way, right? It's the code data. You're leveraging that code relationship to the application. >> And so we talk about applications a lot. And so we write code, we store code, you know, in a getRepository. Now there's a whole set of elements around securing it. We deploy it. What about measuring and monitoring it? That is the element where we focus and kind of bring that whole cycle together. Helping that application developer be successful. >> What's it like for you going from VMware to the startup? What's the biggest, coolest thing that's happened? >> It's been a great transition. You know, and I always say this to folks who ask me for career advice. They say, always choose the people you work with and the people you work for. And I've been fortunate enough to do that and I think this transition has been great for that reason alone. Which is I've had the time to get to know the team at Sentry. They got to know me and it's just been, it's been fantastic. I think the velocity of and the pace at which I can make changes, has been the most fun part of it. >> And you've got like 25, 20000 paying customers 50000 total customers roughly in that range. Pretty sizeable. Employee count, how many employees do you have? >> 100 plus employees and-- >> Still small, still small. >> Yeah, still small. And we're going to probably double this year, give or take. And you know, it's 20000 customers from every startup. I've spoken to a startups, over 100 startups in two months. And it's amazing to see their reaction and their love for Sentry. >> And funding, how many rounds of funding have you guys done? >> We just finished Series C, in September of last year. 40 million, any Accel growth. So, we feel really good about where we are. With the revenue ramp that we've seen, we're in great shape. >> And pretty good numbers in terms of a head count too, very leveraged SaaS model. Get the developers. >> Yes. >> Great. Well, we're going to be entertaining a lot of developers at DockerCon this year. DockerCon used to be an event for Docker. Now they sold half the business to Mirantis. They're focusing on Docker developers. We have an event here. We're doing a virtual event. So, a lot more developer action coming. We'll talk more about that. Love to meet your founders, have them come in too. We want to thank you for coming on. >> Thank you. >> Milin Desai, CEO of sentry.io, former VMware executive with a great hot startup, Series C funded, growing here in Silicon Valley, San Francisco and in Austria. I'm John Furrier with theCUBE. Thanks for watching. (vibrant music)
SUMMARY :
but it's always great to have local Silicon Valley I think you look at some of the most successful categories So, you pull up your app, you pull up Uber, So, it's the full kind of metadata around the issue. and you go, okay, it's in production. you can see that error earlier And so to exactly your point, it's not after the fact. And so, the CTO of tackled.io, said it best, Is that the same model you guys are taking this free land, but I see the value of what you do, I want to ask you the difference between And we've seen, folks who say, "Hey, you know, "Get shipped the next product." So you have a nice balance and all the bells and whistles and the speed. So, if you are focused on building your business, I look forward to interviewing them. and we are at the same energy level, you know? or gets jammed down by the VCs, you know. You know, the thing about David is he's super thoughtful He's like the code. 20000 customers, you going to get hiring people. That and you know it was kind of the personality thing, and kind of DevOps, like vibe you get going on with, And so we built around that person and that location. I am looking forward to it. So three strong areas And then we do have some employees working from home. What's the view that you guys are taking right now? And you know, just that spirit of how we operate or divorces depending on how you look at it. So, it's super important to create that engagement model. divorce rate's going to go up And ask you when your VMware with NSX coming in I think, you know, definitely see (both laugh) And that's where when I was working So, I can see a day where if you can manage And the issue is like, architecturally you have I think if you look at the success of the Facebooks or build into each of the clouds and give you kind of and all of the data opportunities there and mobility, And I think this is going to be truly now the decade kill the old to bring in the new And the impact of that code to the end users. It's like a compiler for the compiler. but code for the code. That is the element where we focus and the people you work for. Employee count, how many employees do you have? And you know, it's 20000 customers from every startup. With the revenue ramp that we've seen, Get the developers. We want to thank you for coming on. and in Austria.
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Apurva Davé, Sysdig | CUBEConversation, Sept 2018
(dramatic orchestral music) >> Hey, welcome back everybody. Jeff Frick, here, at theCUBE. We're at the Palo Alto studios taking a very short break in the middle of the crazy fall conference season. We'll be back on the road again next week. But we're excited to take an opportunity to take a breath. Again, meet new companies, have CUBE conversations here in the studio, and we're really excited to have our next guest. He's Apurva Dave, the CMO of Sysdig. Apurva, great to see you. >> Thanks, Jeff, thanks for having me here. >> Yea, welcome, happy Friday. >> Appreciate it, happy Friday, always worth it. >> So give us kind of the 101 on Sysdig. >> Yep, Sysdig is a really cool story. It is founded by a gentleman named Loris Degioanni. And, I think the geeks in your audience will probably know Loris in a heartbeat because he was one of the co-creators of a really famous open source project called Wireshark. It's at 20 million users worldwide, for network forensics, network visibility, troubleshooting, all that great stuff. And, way back when, in 2012, Loris realized what cloud and containers were doing to the market and how people build applications. And he stepped back and said, "We're going to need "a totally new way to monitor "and secure these applications." So he left all that Wireshark success behind, and he started another open source project, which eventually became Sysdig. >> Okay. >> Fast-forward to today. Millions of people are using the open source Sysdig and the sister project Sysdig Falco to monitor and secure these containerized applications. >> So what did Sysdig the company delineate itself from Sysdig the open source project? >> Well, you know, that's part of the challenge with open source, it's like part of your identity, right. Open source is who you are. And, what we've done is, we've taken Loris's vision and made it a reality, which is, using this open source technology and instrumentation, we can then build these enterprise class products on top for security monitoring and forensics at scales that the biggest banks in the world can use, governments can use, pharma, healthcare, insurance, all these large companies that need enterprise class products. All based on that same, original open source technology that Loris conceived so many years ago. >> So would you say, so the one that we see all the time and kind of use a base for the open source model, you kind of, Hortonworks, it's really pure, open source Hadoop. Then you have, kind of, Mapbar, you know, it's kind of proprietary on top of Hadoop. And then you have Cloudera. It's kind of open core with a wrapper. I mean, how does the open piece fit within the other pieces that you guys provide? >> That's really a really insightful question because Loris has always had a different model to open source, which is, you create these powerful open source projects that, on their own, will solve a particular problem or use case. For example, the initial Sysdig open source project is really good at forensics and troubleshooting. Sysdig Falco is really good at runtime container security. Those are useful in and of themselves. But then for enterprise class companies, you operate that at massive scale and simplicity. So we add powerful user interfaces, enterprise class management, auditing, security. We bundle that all on top. And that becomes this Cloud-Native intelligence platform that we sell to enterprise. >> And how do they buy that? >> You can, as subscription model. You can use it either as software as a service, where we operate it for you, or you can use it as on-premise software, where we deliver the bits to you and you deploy it behind your firewall. Both of those products are exactly the same functionally, and that's kind of the benefit we had as a younger company coming to market. We knew when we started, we'd need to deliver our software in both forms. >> Okay and then how does that map to, you know, Docker, probably the most broadly known container application, which rose and really disturbed everything a couple years ago. And then that's been disturbed by the next great thing, which is Kubernetes. So how do you guys fit in within those two really well-known pieces of the puzzle? >> Yeah, well you know, like we were talking about earlier, there's so much magic and stardust around Kubernetes and Docker and you just say it to an IT person anywhere and either they're working on Kubernetes, they're thinking about working on Kubernetes, or they're wondering when they can get to working on Kubernetes. The challenge becomes that, once the stardust wears off, and you realize that yeah, this thing is valuable, but there's a lot of work to actually implementing it and operationalizing it, that's when your customers realize that their entire life is going to be upended when they implement these new technologies and implement this new platform. So that's where Sysdig and other products come in. We want to help those customers actually operationalize that software. For us, that's solving the huge gaps around monitoring, security, network visibility, forensics, and so on. And, part of my goal in marketing, is to help the customers realize that they're going to need all these capabilities as they start moving to Kubernetes. >> Right, certainly, it's the hot topic. I mean, we were just at VMworld, we've been covering VMworld forever, and both Pat and Sanjay had Kubernetes as parts of their keynotes on day one and day two. So they're all in, as well, all time for Amazon, and it goes without saying with Google. >> Yeah, so it's funny is, we released initial support for Kubernetes, get this, back in 2015. And, this was the point where, basically the world hadn't yet really, they didn't really know what Kubernetes was. >> Unless they watched theCUBE. >> Unless they watched-- >> They had Craig Mcklecky-- >> Okay, alright. >> On Google cloud platform next 2014. I looked it up. >> Awesome. Very nice-- >> Told us, even the story of the ship wheel and everything. But you're right, I don't think that many people were there. It was at Mission Bay Conference Center, which is not where you would think a Google conference would be. It's a 400 person conference facility. >> Exactly, and I think this year, CubeCon is probably going to be 7,000 people. Shows you a little bit of the growth of this industry. But, even back in 2015, we kind of recognized that it wasn't just about containers, but it was about the microservices that you build on top on containers and how you control those containers. That's really going to change the way enterprises build software. And that's been a guiding principle for us, as we've built out the company and the products. >> Well, way to get ahead of the curve, I love it. So, I see it of more of a philosophical question on an open source company. It's such an important piece of the modern software world, and you guys are foundationally built on that, but I always think about when you're managing your own resources. You know, how much time do you enable the engineers to spend on the open source piece of the open source project, and how much, which is great, and they get a lot of kudos in the ecosystem, and they're great contributors, and they get to speak at conferences, and it's good, it's important. Versus how much time they need to spend on the company stuff, and managing those two resource allocations, 'cause they're very different, they're both very important, and in a company, like Sysdig, they're so intimately tied together. >> Yeah, that last point to me is the biggest driver. I think some companies deal with open source as a side project that gives engineers an outlet to do some fun, interesting things they wouldn't otherwise do. For a company like Sysdig, open source is core to what we do. We think of these two communities that we serve, the open source community and the enterprise community. But it's all based on the same technology. And our job in this mix is to facilitate the activity going on in both of these communities in a way that's appropriate for how those communities want to operate. I think most people understand how an enterprise, you know, a commercial enterprise community wants to operate. They want Sysdig to have a roadmap and deliver on that roadmap, and that's all well and good. That open source element is really kind of new and challenging. Our model has always been that the core open source technology fuels our enterprise business, and what we need to do is put as much energy as we can into the open source, such that the community is inspired to interact with us, experiment, and give back. And if we do it right, two things happen. We see massive contribution from the community, the community might even take over our open source projects. We see that happening with Sysdig Falco right now. For us, our job then is to sit back, understand how that community is innovating, and how we can add value on top of it. So coming back all the way to your question around engineers and what they should be doing, step one, always contribute to the open source. Make our open source better, so that the community is inspired to interact with us. And then from there, we'll leverage all that goodness in a way that's right for our enterprise community. >> So really getting in almost like a flywheel effect. Just investing in that core flywheel and then spin off all kinds of great stuff. >> You got it, you know, my motto's always been like, if the open source is this thing off to the side, that you're wondering, oh, should our engineers be working on it, or shouldn't they, it's going to be a tough model to sustain long-term. There has to be an integrated value to your overall organization and you have to recognize that. And then, resource it appropriately. >> Right, so let's kind of come up to the present. You guys just had a big round of funding, congratulations. >> Yep, thank you. >> So you got some new cash in the bank. So what's next for Sysdig? Now you got this new powder, if you will, so what's on the horizon, where are you guys going next? Where are you taking the company forward? >> Great question, so, we just raised a $68.5 million Series D round, led by Inside Ventures and follow-on investors from our previous investors, Accel and Bane. 68.5 doesn't happen overnight. It's certainly been a set of wins since Loris first introduced those open source projects to releasing our monitoring product, adding our security product. In fact, earlier this year, we brought on a very experienced CEO, Suresh Vasudevan, who was the previous CEO of Nimble Storage, as a partner to Loris, so that they could grow the business together. Come this summer, we're having massive success. It feels like we've hit a hockey stick late last year, where we signed up some of the largest investment banks in the world, large government organizations, Fortune 500s, all the magic is happening that you hope for, and all of a sudden, we found these investors knocking at our door, we weren't actually even out looking for funds, and we ended up with an over-subscribed round. >> Right. >> So our next goal, like what are you going to do with all that money, is first of all, we're moving to a phase where, it's not just about the product, but it's about the overall experience with Sysdig the company. We're really building that out, so that every enterprise has an incredible experience with our product and the company itself, so that they're just, you know, amazed with what Sysdig did to help make Cloud-Native a reality. >> That's great and you got to bring in an extra investor, like in a crunch phase, you guys haven't had that many investors in the company, relatively a small number of participants. >> It's been very tightly held, and we like it that way. We want to keep out community small and tight. >> Well, Apurva, exciting times, and I'm sure you're excited to have some of that money to spend on marketing going forward. >> Well, we'll do our part. >> Well, thanks for sharing your story, and have a great weekend. I'm happy it's Friday, I'm sure you are, too. >> Thanks so much, have a great weekend. Thanks for having me. >> He's Apurva, I'm Jeff, you're watching theCUBE. It's theCUBE conversation in Palo Alto, we'll be back on the road next week, so keep on watching. See you next time. (dramatic orchestral music)
SUMMARY :
in the middle of the crazy fall conference season. And he stepped back and said, "We're going to need and the sister project Sysdig Falco that the biggest banks in the world can use, So would you say, so the one that we see all the time For example, the initial Sysdig open source project and you deploy it behind your firewall. Okay and then how does that map to, you know, and Docker and you just say it to an IT person anywhere Right, certainly, it's the hot topic. Yeah, so it's funny is, we released initial support I looked it up. which is not where you would think That's really going to change the way and you guys are foundationally built on that, Make our open source better, so that the community and then spin off all kinds of great stuff. if the open source is this thing off to the side, Right, so let's kind of come up to the present. So you got some new cash in the bank. all the magic is happening that you hope for, so that they're just, you know, amazed with what Sysdig haven't had that many investors in the company, It's been very tightly held, and we like it that way. to have some of that money I'm happy it's Friday, I'm sure you are, too. Thanks so much, have a great weekend. See you next time.
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