(rhythmic techno music) >> Hey welcome back everybody, Jeff Frick here with theCube. We're at Oracle Park on the shores of McCovey Cove. We're excited to be here, it's a pretty interesting event. Sports Tech Tokyo World Demo Day. It's kind of like an accelerator but not really, it's kind of like Y Combinator but not really, it's a little bit different. But it's a community of tech start-ups focusing on sports with a real angle on getting beyond sports. We're excited to have our next guest, who's an investor and also a mentor, really part of the program to learn more about it and she is Gayatri Sarkar, the managing partner from Hype Capital. Welcome. >> Thank you. Thank you for inviting me here. >> Pretty nice, huh? (laughs) >> Oh, I just love the view. >> So you said before we turned on the cameras, well first off Hype Capital, what do you guys invest in? What's kind of your focus? >> So Hype Capital is part of one of the biggest ecosystems in sports which is Hype Sports Innovation. We have 13 accelerators all around the world. We are just launching the world's first E-sports accelerator with Epsilon and SK Gaming, one of the biggest gaming company. So we are part of the ecosystem for a pretty long time. And now, we have Hype Capital, VC Fund investing in Europe, Israel, and now in U.S. >> So you mentioned that being a mentor is part of this organization. It's something special. I think you're the first person we've had on who's been a mentor. What does that mean, what does that mean for you? But also what does it mean for all the portfolio companies? >> Sure, I'm a mentor at multiple accelerators. But being a part of Sports Tech Tokyo I saw the very inclusive community that is created by them and the opportunity to look at various portfolio companies and also including our portfolio companies as part of it. One of our portfolio company where we had the lead investors, 'Fun with Balls' they're part of this. >> What's it called, Fun with Balls? >> Fun with Balls, very interesting name. >> Good name. (laughs) >> Yeah, they're from Germany and they came all the way from Germany to here. So, yeah, I'm very excited, because as I said it's an inclusive community, and sports is big. So we are looking at opportunities where deep-techs, where it can be translated into various other verticals, but sports can also be one of the use cases, and that's our focus as investors. >> Right, you said your focus was really on AI, machine learning, you have a big data background a tech background. So when you look at the application of AI in sports what are some of the things that you get excited about. >> Yeah, so for me when I'm looking at investments definitely the diversification of sports portfolio. How can I build my portfolio from esports, gaming, behavioral science in sports to AI, ML, AR, opportunities in material science and various other cases. Coming back to your question it's like how can I look into the market and see the opportunities that, okay can I invest in this sector? Like what's the next big trend? And that's where I want to invest. Obviously, product/market fit, promise/market fit because there's a fan engagement experience that you get in sports, not in any other market the network effect is huge, and I think that's what VVC's are very excited in sports and I think this is right now the best time to invest in sports. >> So promise/market fit, I've never heard that before what does that mean when you say promise/market fit? >> Interesting question so promise/market fit was coined by Union Square Venture VC fund. And they think that where there's the network effect or your engagement with your consumers, with your clients, and with your partners can create a very loyal fan base and I think that is very important. You may see that in other technology sector but, not, it is completely unparalelled when it comes to sports. So, I request all the technologies that are actually trying to build they are use cases, they should focus on sports because the fan engagement, the loyal experience the opportunities, you will not get anywhere else. >> Right >> And I think this is the market that I, and other investors are looking for that, if deep-tech investors and deep-tech technologies are coming into this market we see the sports ecosystem not to be a trillion dollar but a multi-trillion dollar market. >> Right, but it's such a unique experience though, right? I mean some people will joke that fans don't necessarily root for the team, they root for the jersey, right? The players come and go, we're here at Oracle Park which was AT&T park, which was SBC Park, which was I can't even remember, Pac bell I think as well. So you know, is it reasonable for a regular company that doesn't have this innate connection to a fanbase that a lot of sports organizations do that's historical, and family-based, and has such deep roots that can survive maybe down years, can survive a crappy product, can survive kind of the dark days and generally they'll be there when things turn back around. Is that reasonable for a regular company to get that relationship with the customer? >> So, you asked me one of the most important questions in the investors relationship, or investors life which is the cyclicality of the industry and I feel like sports is one industry that has survived the cyclicality of that industry. Because, as you say, a crappy product will not survive you have to focus on customer service so you have to focus, that, okay even if you have the best product in the world how can I make my product sticky? These are the qualities that we are looking into when we are investing in entrepreneurs. But the idea is that if we are targeting startups and opportunities, our focus is that okay, you may have the worlds best product but the founder's should have the ability to understand the market. Okay, there are opportunities, if you look at Facebook if you look at various other companies they started with a product that was maybe like okay, friend site, dating site and they pivoted, so you need to understand the economy you need to understand the market and I think that's what we are looking into the entrepreneurs. And, to answer your question, the family offices they are actually part of this whole startup ecosystem they are saying if there is an opportunity because they are big, they are giant and they are working with legacy techs like Microsoft, Amazon. It's very difficult for the legacy techs to be agile and move fast, so it's very important for them if they can place themselves at a 45 degree angle with the startup ecosystem, and they can move faster. So that's the opportunity for them in the sport's startup ecosystem. >> All right, well Gayatri thanks for taking a few minutes and hopefully you can find some new investments here. >> No, thank you so much thank you so much for your time. >> Absolutely, she's Gayatri, I'm Jeff you're watching The Cube, we are at Oracle Park On the shores of historic McCovey Cove I got to get together with Big John and practice this line thanks for watching, and we'll see you next time. (rhythmic techno music)

(upbeat music) >> Hey, welcome back everybody. Jeff Frick here with theCUBE. We're at Oracle Park on the shores of McCovey Cove. We're excited to be here. It's a pretty interesting event. Sports Tech Tokyo World Demo Day. It's kind of like an accelerator, but not really. It's kind of like YCombinator, but not really. It's a little bit different, but it's a community of tech start-ups focusing on sports with a real angle on getting beyond sports. We're excited to have our next guest who's an investor and also a mentor, really part of the program to learn more about it, and she is Gayatri Sarkar, the managing partner from HYPE Capital. Welcome. >> Thank you. Thank you for inviting me here. >> Pretty nice, huh? >> Oh, I just love the view. >> So you said before we turned on the cameras... Well, first off, HYPE Capital, what do you guys invest in? What's kind of your focus? >> So HYPE Capital is one of the biggest ecosystem in sports, which is HYPE Sports Innovation. We have 13 accelerators all around the world. We are just launching the world's first Esports accelerator with FC Koeln and SK gaming, one of the biggest gaming company. So we are part of the ecosystem for a pretty long time. And now we have HYPE Capital or VC Fund investing in Europe, Israel, and now in US. >> So you mentioned that being a mentor, as part of this organization, as something special. Think you're the first person we've had on who's been a mentor. What does that mean? What does it mean for you, but also what does it mean for all the portfolio companies? >> Sure. I'm a mentor at multiple accelerators, but being a part of Sports Tech Tokyo, I saw the very inclusive community that is created by them. And the opportunity to look at various portfolio companies and also including our portfolio companies as part of it. One of our portfolio company where we are the lead investors, Fund with Balls, they are part of this. So-- >> What's it called? Fun with Balls? >> Fun with Balls, very interesting name. >> Good name. >> Yeah. (laughing) They're from Germany and they came all the way from Germany to here. So, yeah, I'm very excited because as I said, it's an inclusive community and sports is big. So we are looking at opportunities where deep techs, where it can be translated into various other verticals, but sports can also be one of the use cases. And that's our focus as investors. >> Right. You said your focus is really on AI, machine learning. You have a big data background, a tech background. So when you look at the application of AI in sports, what are some of the things that you get excited about? >> Yeah, so for me, when I'm looking at investments, definitely the diversification of sports portfolio, how can I build my portfolio from Esports gaming, behavioral science in sports to AI, ML, AR opportunities in material science, and various other cases? Coming back to your question, it's like how can I look into the market and see the opportunities that, okay, can I invest in this sector? As I said, what's the next big trend? And that's where I want to invest. Obviously, founder market fit, product market fit, promise market fit because there's the fan engagement experience that you get in sports, not in any other market. The network effect is huge and I think that's what we VCs are very excited in sports. And I think this is, right now, the best time to invest in sports. >> So promise market fit, I've never heard that before. What does that mean when you say promise market fit? >> Interesting question. So promise market fit was coined by Union Square Venture VC Fund. And they think that where there's the network effect, or your engagement with your consumers, with your clients, with your partners, can create a very loyal fan base and I think that's very important. You may see that in other technology sector, but it is completely unparallel when it comes to sports. So I request all the technologies that are actually trying to build their use cases. They should focus on sports because the fan engagement, the loyal experience, they opportunities, you'll not get anywhere else. >> And I think this is the market that I and other investors are looking forward. If deep tech investors and deep tech technologies are coming into this market, we see the sports ecosystem, not to be a trillion-dollar, but a multi-trillion dollar market. >> Right. But it's such a unique experience, though, right? I mean, some people will joke their fans don't necessarily root for the team, they root for the jersey, right? The players come and go. We're here at Oracle Park, which was AT&T Park, which was SBC Park, which was I can't even remember. Pac Bell, I think, as well. So is it reasonable for a regular company that doesn't have this innate, kind of, a connection to a fan base that a lot of sports organizations do that's historical and family-based, and has such deep roots that can survive, maybe, down years, can survive a crappy product, can survive, kind of, the dark days and generally they'll be there when things turn back around. Is that reasonable for a regular company to try to get that relationship with a customer? >> So you asked me one of the most important question in the investor's relationship or investor's life, which is the cyclicality of the industry. And I feel like sports is one industry that has survived the cyclicality of that industry. Because, as you said, a crappy product will not survive. You have to focus on customer service. You have to focus that, okay, even if you have the best product in the world. How can I make my product sticky? I think these are the qualities that we're looking into when we are investing in entrepreneurs. But the idea is that if we are targeting start-ups and opportunities, our focus is that, okay, you may have the world's best product, but the founders should have the ability to understand the market. Okay, there are opportunities. If you look at Facebook, if you look at various other companies, they started with a product, which maybe, okay, friends saw a dating site and they pivoted. So you need to understand the economy. You need to understand the market. And I think that's what we are looking into the entrepreneurs. And as to answering your question, the family offices, they're actually part of this world start-up ecosystems. They're seeing if there's an opportunity, because they're big, they're giant, and they're working with legacy techs like Microsoft, Amazon. It's very difficult for the legacy techs to be agile and move fast. So it's very important for them if they can place themselves at a 45 degree angle with the start-up ecosystem and they can move faster. So that's the opportunity for them in the sports start-up ecosystem. >> All right. Well, Gayatri, thanks for taking a few minutes and hopefully you can find some new investments here-- >> No, thank you so much. >> over the course of the day. >> Thank you so much for your time. >> Absolutely, she's Gayatri, I'm Jeff. You're watching theCUBE. We are at Oracle Park on the shores of historic McCovey Cove. I got to get together with big John and practice this line. (laughing) Thanks for watching. We'll see you next time. (upbeat music) >> Camera Crew: Clear. >> Jeff: John Miller. >> Gayatri: Oh, yeah.

>> Live from Orlando, Florida. It's the Cube. Covering Enterprise Connect 2019, brought to you by Five9. >> Hello from Orlando, Florida. I'm Lisa Martin with Stu Miniman on the Cube, at Enterprise Connect 2019. Stu and I are joined by a guest from Ribbon Communications. We've got Sacha Gera, the SVP of Cloud. Sacha welcome to the Cube. >> Thank you so much for having me. >> So we've had the opportunity to talk to one of your colleagues from Ribbon before but let's give our audience an opportunity to learn more about Ribbon, who you guys are, what you do and then of course we'll talk about some of the great new exciting announcements that you'll make here this week. >> Absolutely, so Ribbon Communications is a global leader in providing real-time communications. We provide piece parse technology to over a thousand carriers around the world and increasingly to independent software vendors and enterprise. So we came into existence about 18 months ago with the amalgamation of Sonus and GENBAND coming together and about 18 months old and doing some big things now so. >> And a lot of news coming out this week. Talk to us about some of the key announcements that Ribbon is making with some of your partners, AT&T for example. >> Absolutely, so our Kandy cloud communications business which is our SaaS brand, we're a white label platform as a service providing UCaaS and CPaaS services to independent software vendors and carriers around the world. And we're really excited about AT&T's announcement ahead of the conference here and AT&T, you know a lot of people have been saying, "We're waiting for the big tier one service providers to fire back at some of the more well-known CPaaS players out there." And so what we do is we helped AT&T with an end-to-end platform as a service play to help them launch their marketplace. And the key word there is marketplace. There is a lot of folks providing APIs and SDKs as you look around the conference here but when you think about the Fortune thousand looking for those low code, no code-type digital solutions that can have the easy button to launch and transform into the digital evolution that's going on, that's what we are helping AT&T to do. So it's been quite they announcement for us. >> Sacha, I love that. We've been saying for years you know, the enterprise really needs an upmarket place, just like we have on our phones, it'd be great to have that, you know when I came into the show. my first time coming here it was like okay, how much is it just API compatibility? And we were working amongst each other but as I walk around the show floor it's like, "Oh well yeah that (mumbles) makes sense." And then these kind of pieces, which ones come together and which ones would I, as an enterprise or service provider just be able to, you know, plug into. So can you speak a little a little of that maturation of the marketplace and what the reality out there is there today. >> Absolutely and think about that large enterprise that has an existing procurement vehicle with the large carriers. They're getting their data services, their telephony, their collaboration. It's an actual extension to want to sell use cases and digital solutions. And so with the carrier, you've got an existing bill. One bill. Now your adding APIs and SDKs, turn key digital solutions and an easy button that's more E-commerce centric. And that's really what we've been able to help AT&T do, to really move up the value chain, so. >> So when you're out talking with customers and I know one of your customers, Hertz was on the customer panel this morning during the general session. When you're out talking with customers, talk to us about real-time communication. It's this huge opportunity for customers. It's almost an imperative that they'll be able to have real-time communications with whoever they are transacting business with. How are you guys helping customers embrace and deliver real-time communications? >> Absolutely, so we were really pleased to hear Hertz give us the shout out this morning and you know our end customer is actually not Hertz. Hertz is a customer of IBM and we are helping IBM with their white label platform as a service for their UCaaS and collaboration services. And of course Hertz is transforming all of their rental car branches around the world into the cloud, using our hosted voice over IP and UCaaS services. So we're really pleased about the announcement. So when it comes to real-time communications, I mean this is, you got to think about the customer journey and we've heard this from a lot of folks. The consumer is more empowered than ever when it comes to the customer journey. Gone are the days of necessarily walking into a bricks and mortar shop, taking an hour to kind of learn about what's going on. People are making decisions like this because all the information is at the touch of their fingertips. And today it's about customer engagement and it's about making the best informed decisions as possible and customer engagement in especially the contact center is increasingly playing an important role. So we're helping customer like IBM transform their portfolios, fill in portfolio gaps where they can provide new hosting services but at the same time transform that contact center experience and really help drive new sales with engagement tools and new technologies like WebRTC and CPaaS are playing a really important role there. >> So Sacha, it's interesting you have for the most part a degree of separation between yourself and the end consumer. There's one of the press releases that caught my eye though, the scourge to the consumer today is robocalls. It's like most of all, I want to turn off my phone number because most of the calls that come through, even when it says it's somebody you think you know, often times it isn't. Can you talk about, there's an engagement that Ribbon has with a number of service providers, helping to attack this big challenge today. >> Absolutely. So we recently hosted a forum with a number of carriers coming down because there's some studies that show that upwards of 50% of calls in the next couple of years are going to be robocalls and they're annoying as heck, depending on the geography and where you live. So with our new kind of end-to-end portfolio which kind of mixes both analytics and our strategic positioning in the core and the edge. The enterprise edge as well as the core of the carrier. We're in a very strategic place to get that information, data mine it and proactively identify where we're not only getting robocalling but fraud and helping carriers and others to monetize that business and do proactive things with that data. So we have a new kind of solution coming out STIR-SHAKEN, you'll hear a little bit more about that and don't ask me to spell out that acronym. It does actually stand for something that's more technical but we're really excited about what's going on there. The robocalling industry is becoming quite annoying for a lot of folks. It's a big opportunity for us. >> Heck, John Oliver did a segment on it a couple of weeks ago. So, hopefully, your company can help solve that issue because that definitely holds us back today. >> Absolutely. >> So in terms of industry adoption, we mentioned Hertz as a customer of yours through IBM but talk to us about some of the verticals maybe that you're seeing as leading-edge. I think governments, health care, financial services. Are you really seeing those industries kind of lead in this real-time communications opportunity area? >> Absolutely, likes we like to think of ourselves more as of a horizontal player and specifically all verticals are kind of going towards frictionless real-time communications. And you know we have a great thing going on with Five 9s for example. Five 9s is a well-known Cloud contact, it's a center it's a service player and one of the things we're doing with Five 9s is they've got a bunch of end customers who are revolutionizing their contact center and so one of the things we were able to do with Five 9s for example is enable them with WebRTC services. And it was about this time last year, maybe a little bit before when WebRTC ubiquitously kind of got standardized in all the major web browsers. And what we're able to help do with Five 9s is introduce a new frictionless in context way of communicating into the contact center over WebRTC which is great for customers who want to save on the toll-free minutes. It's kind of over the top web toll-free but it's kind of in browser in context like again, contact center agents have that full contextual toolkit of engagement to be able to preserve customers and upsell and cross-sell and provide great customer service. And we're not really seeing any particular vertical that is necessarily adopting that more than the other. We like to think of ourselves as horizontal but certainly governments, financials, retails, telemedicine, we're seeing tremendous traction across all of those. >> See, oh go ahead Stu. >> Yeah I was just being in the cloud, can you talk about some of the relationships with the public cloud. No, no, there were some announcements with Microsoft, believe with Amazon also. How are you seeing, that the hyper-scale public clouds impacting your space? >> Absolutely. So you know in this day and age, you've got to be able to fire up new micro-services and new cloud services instantly and practically anywhere. And there's reasons for that. Some of that is data privacy, some of it's security, some of it's just latency and so on And you know AWS, Azure we're kind of agnostic to the public cloud infrastructure but we're pretty excited about some of their announcements. We've been working with Amazon and Microsoft Azure for some time and increasingly with IBM SoftLayer as well. And so the ability to fire up some of our piece parts or Session Border Controllers. Our WebRTC gateways up in the public cloud and able to facilitate our channel partners to go to market in rapid time. It's an important part of our strategy. With Microsoft, obviously we're one of two certified vendors and with Microsoft and Teams, you know a lot of enterprises are going towards the Teams. We're able to help carriers play in that by having those interconnects to the carriers to provide the voice services and the carrier services and fire up practically instantly in the public cloud. So we're pretty excited about some of those announcements here as well. >> And what can some folks find out and learn about in your booth here at Enterprise Connect? >> Yeah, so I think at our booth you'll see a number of key topics being highlighted. Obviously the public cloud and the Microsoft as well as some of the other public cloud announcements we've had. In addition to that, we recently acquired a company called Edgewater and so our heritage, we've been known very much as kind of a carrier SBC player of choice but we've kind of extended that to the enterprise edge with the acquisition of Edgewater. And what Edgewater provides us is kind of that Enterprise SBC, but with SD-WANs. So SD-WANs, a growing part of our story, having that end-to-end quality of service, over the top with analytics and all the protection of security and all that kind of stuff. So it's a perfect fit into our portfolio and that's another area that you'd be able to see at our booth here this year at Enterprise Connect. >> Excellent last-- >> So if I understand that, I'm sorry. So you have an SD-WAN offering, is it something we've been watching quite a bit in the multi-cloud space and a lot of movement high growth in that area? >> Absolutely. So the SD-WAN offering with the Edgewater product offers a number of key services. Obviously the disaster recovery, having multiple broadband inputs and being able to switch from an LTE to another broadband input is part of that but the analytics in the end-to-end quality of service are equally important and you know for somebody who helps run our cloud communications business, when we go deploy to folks like Hertz, putting that Edgewater CPE box on the prem is an important part of our solution to have that end-to-end visibility for things like SD-WAN but also the analytics and inevitably security and protection as well. >> As we talk about at this event the evolution of communication, the evolution of this event and collaboration, I know we're only kind of halfway through day two here but I'm just curious, any key takeaways that you have gleaned so far from the event that you're looking forward to bringing back to HQ after this event is over? >> Absolutely. You know, every year is a little bit different. There's always a buzz word or two. I think this year what I'm starting to see is there's a lot more focus on the use cases as opposed to the technology. You know in the past, you come here, you talk a lot about the three-letter acronyms, SIP and UCaaS and CPaaS and WebRTC. This year, you're seeing a lot more about how can we actually monetize the business? What are the use cases? And you know as opposed to APIs being a big part of how you get there and the focus on the how, it's more about the what, like APIs are just kind of de-facto and you need them to help mask the complexity of the network and monetize and do things like creating new digital solutions and use cases. So you know it's just an example of how people are trying to talk about things this year as well as analytics and BI. People aren't just talking about how they're doing it, they're showing you what they can do with sentiment analysis. They're showing you how proactive policy can be applied. So that's pretty cool because we're now getting into the fun part of monetizing all of this great technology investment we've made for 10 years. >> And actually showing the business outcomes that it should be delivering, >> Absolutely. >> Right? That's the need, right? >> That's right, yeah. >> Well Sacha thank you so much for stopping by the Cube and chatting with Stu and me. We appreciate your time. >> Thank you so much for having me. >> Our pleasure. >> All right. >> Thank you for watching the Cube, Lisa Martin for Stu Miniman, you're watching the Cube. (upbeat music)