Transcript Slide 1
Bill Beckett Founder & CEO [email protected]
408.797.8125
from Japanese and also
‘A new life’, ‘Regeneration’ ‘Playback’, ‘Record’
Why software appliance ?
• Building a Hardware Based Network Appliance – Six months searching for investors before beginning product – Initial investment typically $10 50M – Hardware development about 40-70% of initial costs – Producing beta product costs between $10M and $100M, depending on complexity.
– Raise another B round of $15 50M to “Go to Market” and produce next version • Building a SW based Network Appliance – Initial investments of $500K brings prototype in first 3-6 months – Additional $600k to $1M funds for development and shipment of beta – $5M Series A funds - “Go to Market” and 2 nd , 3 rd releases of product – Less than $6M invested prior to getting initial product revenues Savings are shared equally with the software provider and the customers using the software appliances.
A New World of Networking
• • • • Amazingly talented and experienced people + A few great ideas + A little funding (comparatively) = World Class Network Solutions company
Other drivers for SW
• Hardware challenges • Out of memory on FPGA for new features • ASIC spins cost $1M and 6 12 months • ECOs cost 100,000’s to Millions of $$ • How many protoype$ and trial unit$ to order?
• How many size$ of product to develop and scale?
• How many unit$ to forecast to contract manufacturer?
• End of life of component$ • Software challenges • Features cost clock cycles and DRAM • Right sizing purely decision on servers (tiny to gigantic) • Next generation platforms funded by Intel / AMD • $0 costs to deliver trials • No forecasts / inventory risks to take on
Pricing Models
• HW Pricing Model – Restricted to number of units – Some flexibility to charge on SW features – Determined ultimately on COGS based on manufacturing costs – High Risks to purchasers means long sales cycle • Software Pricing Model – Completely flexible based on any parameters – Users – Bandwidth – CPU’s – Monthly/Yearly License – Customized ?
– Low risks to purchasers means shorter sales cycles
What customers are saying ?
+ ARPU decreasing faster than cost of building/operating traditional networks + Need to have better visibility into what applications are on the network, who is using them, how they are performing.
+ Better tool kits for dealing with congestion proactively in real-time + Want to shift to COTS solutions but only with better visibility and control over their network flows
Traditional Market Answers
+ Point solutions… + + + DPI Traffic Management Network Visibility + Policy Management + Most often based on expensive, proprietary, function specific hardware + Old world hardware solutions trying to solve new world software and virtualization issues
What’s Needed
+ A fresh look at what a network appliance should do and what functions they should perform - think outside of the box + Ability to efficiently provision virtual networks such that users get the services, applications and quality of service they need + Monitoring of new virtual networks to ensure services/applications are performing with good health indications + Software-based architecture that drives lower cost and more agile creation of services/applications
Visions for the Future
+ + + + Ideally every single network appliance will be flow based, not packet based, with very few exceptions Flows tell us a lot more information than they carry themselves, far beyond traditional 5 tuples (IP) or 12 tuples (Openflow) Saisei calls the information in flows SuperTuples + 12 Tuples plus User Information, Application information and metadata, GeoLocations, Application Health , BGP AS numbers, Custom fields added by end uers SuperTuples are part of FIB (Forwarding information Base) and policies can be enforced on ANY SuperTuple field
Granular Visibility
Information centric appliances
Granular Control
Contact Saisei if…
+ Your looking for COTS based network appliances on fixed or mobile networks for flow based Policy Enforcement + You desire Increased Network Visibility + You desire Increased Network Control of subscribers, applications, geographic locations and network health + You want to eliminate congestion symptoms in your networks