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Charles Beeler, Rally Ventures | Node Summit 2017


 

>> Hey welcome back everybody. Jeff Frick here at theCUBE. We're at Node Summit 2017 in Downtown San Francisco. 800 people hanging out at the Mission Bay Conference Center talking about development and really monumental growth curve. One of the earlier presenters have one project last year. I think 15 this year, 22 in development and another 75 toy projects. The development curve is really steep. IBM's here, Microsoft, Google, all the big players so there is a lot of enterprise momentum as well and we're happy to have our next guest. Who's really started this show and one of the main sponsors of the show He's Charles Beeler. He's a general partner at Rally Ventures. Charles great to see you. >> Good to be back. Good to see you. >> Yeah, absolutely. Just kind of general impression. You've been doing this for a number of years I think when we talked earlier. Ryan Dawles interview from I don't even know what year it is I'd have to look. >> 2012, January 2012. >> 2012. It's still one of our most popular interviews of all the thousands we've done on the theCUBE, and now I kind of get it. >> Right place, right time but it was initially a lot. In 2011, we were talking about nodes. Seemed like a really interesting project. No one was really using it in a meaningful way. Bryan Cantrell from Joint. I know you all have talked before, walked me through the Hello World example on our board in my office, and we decided let's go for it. Let's see if we can get a bunch of enterprises to come and start talking about what they're doing. So January 2012, there were almost none who were actually doing it, but they were talking about why it made sense. And you fast forward to 2017, so Home Away was the company that actually had no apps. Now 15, 22 in development like you were mentioning and right now on stage you got Twitter talking about Twitter light. The breath and it's not just internet companies when you look at Capital One. You look at some of the other big banks and true enterprise companies who are using this. It's been fun to watch and for us. We do enterprise investing so it fits well but selfishly this community is just a fun group of people to be around. So as much as this helps for our rally and things. We've always been in awe of what the folks around the node community have meant to try to do, and it did start with Ryan and kind of went from there. It's fun to be back and see it again for the fifth annual installment. >> It's interesting some of the conversations on stage were also too about community development and community maturation and people doing bad behavior and they're technically strong. We've seen some of these kind of growing pains in some other open source communities. The one that jumps out is Open Stack as we've watched that one kind of grow and morph over time. So these are good. There's bad problems and good problems. These are good growing pain problems. >> And that's an interesting one because you read the latest press about the venture industry and the issues are there, and people talk more generally about the tech industry. And it is a problem. It's a challenge and it starts with encouraging a broad diverse group of people who would be interested in this business. >> Jeff: Right, right. >> And getting into it and so the node community to me is always been and I think almost any other out source community could benefit at looking at not just how they've done it, but who the people are and what they've driven. For us, one of the things we've always tried to do is bring a diverse set of speakers to come and get engaged. And it's really hard to go and find enough people who have the time and willingness to come up on stage and it's so rewarding when you start to really expose the breath of who's out there engaged and doing great stuff. Last year, we had Stacy Kirk, who she runs a company down in L.A. Her entire team pretty much is based in Jamaica brought the whole team out. >> Jeff: Really? >> It was so much fun to have whole new group people. The community just didn't know, get to know it and be in awe of what they're building. I thought the electron conversation. They were talking about community, that was Jacob from GitHub. It's an early community though. They're trying to figure it out. On the Open Stack side, it's very corporate driven. It's harder to have those conversations. In the node community, it's still more community driven and as a result they're able to have more of the conversation around how do we build a very inclusive group of people who can frankly do a more effective job of changing development. >> Jeff: Right, well kudos to you. I mean you open up the conference in your opening remarks talking about the code of conduct and it's kind of like good news bad news. Like really we have to talk about what should basically be. It's common sense but you have to do it and that's part of the program. It was Woman Attack Wednesday today so we've got a boat load of cards going out today with a lot of the women and it's been proven time and time again. That the diversity of opinions tackling any problem is going to lead to a better solution and hopefully this is not new news to anybody either. >> No and we have a few scholarship folks from Women who code over here. We've done that with them for the last few years but there are so many organizations that anyone who actually wants to spend a little time figuring out how can I be apart of the, I don't know if I'd call it solution but help with a challenge that we have to face. It's Women who code. It's Girls who code. It's Black girls code and it's not just women. There's a broad diverse set of people we need to engage. >> Jeff: Right, right. >> We have a group here, Operation Code who's working with Veterans who would like to find a career, and are starting to become developers and we have three or four sponsored folks from Operation Code too. And again, it's just rewarding to watch people who are some of the key folks who helped really make node happen. Walking up to some stranger who's sort of staring around. Hasn't met anybody. Introduce himself say, "Hey, what are you interested in "and how can I help?" And it's one of the things that frankly brings us back to do this year after year. It's rewarding. >> Well it's kind of interesting piece of what node is. Again we keep hearing time and time again. It's an easy language. Use the same language for the front end or the back end. >> Yep. >> Use a bunch of pre-configured model. I think Monica from Intel, she said that a lot of the codes they see is 2% is your code and everything you're leveraging from other people. And we see in all these tech conferences that the way to have innovation is to label more people to contribute. That have the tools and the data and that's really kind of part of what this whole ethos is here. >> And making it. Just generally the ethos around making it easier to develop and deploy. And so when we first started, Google was nowhere to be found and Microsoft was actually already here. IBM wasn't here yet and now you look at those folks. The number of submissions we saw for talk proposals. The depth of engagement within those organizations. Obviously Google's got their go and a bunch of it but node is a key part of what they're doing. Node and I think for both IBM and also for Google is the most deployed language or the most deployed stack in terms of what they're seeing on their Cloud, Which is why they're here. And they're seeing just continued growth, so yeah it drives that view of how can we make software easier to work with, easier to put together, create and deploy and it's fun to watch. Erstwhile competitors sitting comparing notes and ideas and someone said to me. One of the Google folks, Miles Boran had said. Mostly I love coming to this because the hallway chatter here is just always so fascinating. So you go hear these great talks and you walk out and the speakers are there. You get to talk to them and really learn from them. >> I want to shift gears a little. I always great to get a venture capitalist on it. Everybody wants to hear your thoughts and you see a lot of stuff come across your desk. As you just look at the constant crashing of waves of innovation that we keep going through here and I know that's apart of why you live here and why I do too. And Cloud clearly is probably past the peak of the wave but we're just coming into IoT and internet of things and 5G which is going to be start to hit in the near future. As you look at it from an enterprise perspective. What's getting you excited? What are some of the things that maybe people aren't thinking about that are less obvious and really the adoption of enterprises of these cutting edge technologies. Of getting involved in open source is really phenomenal thing of environment for start ups. >> Yeah and what you're seeing as the companies, the original enterprises that were interested in nodes. You decided to start deploying. The next question is alright this worked, what else can we be doing? And this is where you're seeing the advent of first Cloud but now how people are thinking about deployment. There's a lot of conversation here this week about ServerList. >> Jeff: Right, right. We were talking about containers. Micro services and next thing you know people are saying oh okay what else can we be doing to push the boundaries around this? So from our perspective, what we think about when we think about when we think of enterprise and infrastructure and Dev Ops et cetera is it is an ever changing thing. So Cloud as we know it today is sort, it's done but it's not close to being finished when you think about how people are making car-wny apps and deploying them. How that keeps changing, questions they keep asking but also now to your point when you look at 5G. When you look at IoT, the deployment methodology. They're going to have to change. The development languages are going to change and that will once again result in further change across the entire infrastructure. How am I going to go to place so I would say that we have not stopped seeing innovative stuff in any of those categories. You asked about where do we see kind of future things that we like. Like NEVC, if I don't say AI and ML and what are the other ones I'm suppose to say? Virtual reality, augmented reality, drones obviously are huge. >> It's anti drones. Drone detection. >> We look at those as enabling technology. We're more interested from a rally perspective and applied use of those technologies so there's some folks from GrowBio here today. And I'm sure you know Grail, right they raise a billion dollars. The first question I asked the VP who is here. I said, did you cure cancer yet? 'Cause it's been like a year and a half. They haven't yet, sorry. But what's real interesting is when you talk to them about what are they doing. So first they're using node but the approach they're taking to try to make their software get smarter and smarter and smarter by the stuff they see how they're changing. It's just fundamentally different than things people were thinking about a few years ago. So for us, the applied piece is we want to see companies like a Grail come in and say, here's what we're doing. Here's why and here's how we're going to leverage all of these enabling technologies to go accomplish something that no one has ever been able to do before. >> Jeff: Right, right. And that's what gets us excited. The idea of artificial intelligence. It's cool, it's great. I love talking about it. Walk me through how you're going to go do something compelling with that. Block chain is an area that we're spending, have been but continue to spend a lot of time looking right now not so much from a currency perspective. Just very compelling technology and the breath of our capability there is incredible. We've met in the last week. I met four entrepreneurs. There are three of them who are here talking about just really novel ways to take advantage of a technology that is still just kind of early stages, from our perspective of getting to a point where people can really deploy within large enterprise. And then I'd say the final piece for us and it's not a new space. But kind of sitting over all of this is security. And as these things change constantly. The security needs are going to change right. The foot print in terms of what the attack surface looks like. It gets bigger and bigger. It gets more complex and the unfortunate reality of simplifying the development process is you also sometimes sort of move out the security thought process from a developer perspective. From a deployment perspective, you assume I've heard companies say well we don't need to worry about security because we keep our stuff on Amazon. As a security investor, I love hearing that. As a user of some of those solutions it's scares me to death and so we see this constant evolution there. And what's interesting you have, today I think we have five security companies who are sponsoring this conference. The first few years, no one even wanted to talk about security. And now you have five different companies who are here really talking about why it matters if you're building out apps and deploying in the Cloud. What you should be thinking about from a security perspective. >> Security is so interesting because to me, it's kind of like insurance. How much is enough? And ultimate you can just shut everything down and close it off but that's not the solution. So where's the happy medium and the other thing that we hear over and over is it's got to be baked in all the layers of the cake. It can't just be the castle and moat methodology anymore. >> Charles: Absolutely. >> How much do you have? Where do you put it in? But where do you stop? 'cause ultimately it's like a insurance. You can just keep buying more and more. >> And recognize the irony of sitting here in San Francisco while Black Hat's taking place. We should both be out there talking about it too. (laughing) >> Well no 'cause you can't go there with your phone, your laptop. No, you're just suppose to bring your car anymore. >> This is the first year in four years that my son won't be at DEF CON. He just turned seven so he set the record at four, five and six as the youngest DEF CON attendee. A little bitter we're not going this year and shout out because he was first place in the kid's capture the flag last year. >> Jeff: Oh very good. >> Until he decided to leave and go play video games. So the way we think about the question you just asked on security, and this is actually, I give a lot of credit to Art Covella. He's one of our venture partners. He was the CEO at our safe for a number of years. Ran it post DMC acquisition as well is it's not so much of a okay, I've got this issue. It could be pay it ransom or whatever it is. People come in and say we solve that. You might solve the problem today but you don't solve the problem for the future typically. The question is what is it that you do in my environment that covers a few things. One, how does it reduce the time and energy my team needs to spend on solving these issues so that I can use them? Because the people problem in security is huge. >> Right. >> And if you can reduce the amount of time people are doing automated. What could be automated task, manual task and instead get them focused on hired or bit sub, you get to cover more. So how does it reduce the stress level for my team? What do I get to take out? I don't have unlimited budget. That could be buying point solutions. What is it that you will allow me to replace so that the net cost to me to add your solution is actually neutral or negative, so that I can simplify my environment. Again going back to making these work for the people, and then what is it that you do beyond claiming that you're going to solve a problem I have today. Walk me through how this fits into the future. They're not a lot of the thousands of-- >> Jeff: Those are not easy questions. >> They're not easy questions and so when you ask that and apply that to every company who's at Black Hat today. Every company at RSA, there's not very many of that companies who can really answer that in a concise way. And you talk to seesos, those are the questions they're starting to ask. Great, I love what you're doing. It's not a question of whether I have you in my budget this year or next. What do I get to do in my environment differently that makes my life easier or my organization's life easier, and ultimately nets it out at a lower cost? It's a theme we invest in. About 25% of our investments have been in the securities space and I feel like so far every one of those deals fits in some way in that category. We'll see how they play out but so far so good. >> Well very good so before we let you go. Just a shout out, I think we've talked before. You sold out sponsorship so people that want to get involved in node 2018. They better step up pretty soon. >> 2018 will happen. It's the earliest we've ever confirmed and announced next year's conference. It usually takes me five months before >> Jeff: To recover. >> I'm willing to think about it again. It will happen. It will probably happen within the same one week timeframe, two week timeframe. I actually, someone put a ticket tier up for next year or if you buy tickets during the conference the next two days. You can buy a ticket $395 for today. They're a $1000 bucks. It's a good deal if people want to go but the nice thing is we've never had a team that out reaches the sponsors. It's always been inbound interest. People who want to be involved and it's made the entire thing just a lot of fun to be apart of. We'll do it next year and it will be really fascinating to see how much additional growth we see between now and then. Because based on some of the enterprises we're seeing here. I mean true Fortune 500, nothing to do with technology from a revenue perspective. They just used it internally. You're seeing some really cool development taking place and we're going to get some of that on stage next year. >> Good, well congrats on a great event. >> Thanks. And thanks for being here. It's always fun to have you guys. >> He's Charles Beeler. I'm Jeff Frick. You're watching theCUBE, Node Summit 2017. Thanks for watching. (uptempo techno music)

Published Date : Jul 27 2017

SUMMARY :

and one of the main sponsors of the show Good to see you. it is I'd have to look. of all the thousands we've done on the theCUBE, and right now on stage you got Twitter talking It's interesting some of the conversations and people talk more generally about the tech industry. and so the node community to me is always been and be in awe of what they're building. and hopefully this is not new news to anybody either. No and we have a few scholarship folks And again, it's just rewarding to watch people who Well it's kind of interesting piece of what node is. she said that a lot of the codes they see is 2% is your code and someone said to me. and I know that's apart of why you live here Yeah and what you're seeing as the companies, but it's not close to being finished It's anti drones. and smarter by the stuff they see how they're changing. and the breath of our capability there is incredible. and the other thing that we hear over and over But where do you stop? And recognize the irony of sitting here in San Francisco Well no 'cause you can't go there with your phone, This is the first year in four years and this is actually, I give a lot of credit to Art Covella. so that the net cost to me to add your solution They're not easy questions and so when you ask Well very good so before we let you go. It's the earliest we've ever confirmed and announced just a lot of fun to be apart of. It's always fun to have you guys. He's Charles Beeler.

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