Transcript Slide 1

Bill Beckett
Founder & CEO
[email protected]
408.797.8125
‘A new life’, ‘Regeneration’
and also ‘Playback’, ‘Record’
from Japanese -
Why software appliance ?
• Building a Hardware Based
Network Appliance
– Six months searching for
investors before beginning
product
– Initial investment typically $1050M
– Hardware development about
40-70% of initial costs
– Producing beta product costs
between $10M and $100M,
depending on complexity.
– Raise another B round of $1550M 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 2nd, 3rd 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 612 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
Information centric appliances
Granular Visibility
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
Thank You!!!
Bill Beckett
Founder & CEO
[email protected]
408.797.8125