Open Networking: Investing for Fun and Profit
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Greg Papadopoulos argues that open networking is a promising area for venture investment. Over the past few decades, the cost to connect things has decreased dramatically while the number of connected devices has increased exponentially. This trend is driving a transition towards globally distributed cloud computing platforms and networks of 100,000s to 1,000,000s of nodes that intermediate interactions. Papadopoulos believes the networking industry is entering a new phase of disruption through the decomposition and specialization of monolithic systems, similar to previous technology cycles. He views this as a great opportunity for venture investment in open networking.
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Open Networking: Investing for Fun and Profit
- 3. Open Networking: Investing for Fun and Profit Greg Papadopoulos Venture Partner, NEA
- 4. The Revolution 10M 1B 10B 1T 100B 1990 2000 2010 2020 Computers People Everything Cost to Connect Things Connected $100 $1 1¢
- 5. Consumer Access BW Inflection 1K 10K 100K 1M 10M 100M 1G 10G 1985 1995 2005 20151990 2000 2010 9.6kbps 14.4k 28.8k 56k 384k 1.55m 4m 22m 50–100m POTS DSL/Cable Fiber LTE 3G GSM Data 2.5G
- 6. “Kirchoff’s Law” : Filling the Pipe ΣBW In = Out # Servers * BW/Server = # Devices * BW/Device
- 7. Big Computers 100Ks – 1Ms Nodes Globally Distributed Devices Not Winner take all, but... GCC
- 8. Big Computers 100Ks – 1Ms Nodes Globally Distributed Distribution Networks Startups Devices ...A little more structure, perhaps
- 9. “Kirchoff’s Law” : Filling the Pipe ΣBW Access CDN/ MetroCoreDC
- 10. System When Tech Scale MF '60s Trans/Core 1+ Minis '70s SSI/MSI 1 PC/WS '80s uP / LSI 1 SMP '90s VLSI / DRAM 100 Historical Cycle of Computing Industry, every 10 – 15 years Bell's Law
- 11. System When Tech Scale MF '60s Trans/Core 1+ Minis '70s SSI/MSI 1 PC/WS '80s uP / LSI 1 SMP '90s VLSI / DRAM 100 Cloud ‘00s SoC / Fast IP 104 Historical Cycle of Computing Industry, every 10 – 15 years Bell's Law
- 12. System When Tech Scale MF '60s Trans/Core 1+ Minis '70s SSI/MSI 1 PC/WS '80s uP / LSI 1 SMP '90s VLSI / DRAM 100 Cloud ‘00s SoC / Fast IP 104 Exascale ‘10s NoC/ Optics 106 Historical Cycle of Computing Industry, every 10 – 15 years Bell's Law
- 13. Optical Watershed: Penetrating System Scales cm m 100m 10km 1000km 1985 1995 2005 20151990 2000 2010 2020 Cross-country Trans-ocean Metro Campus Datacenter Backplane Module Ashok Krishnamoorthy, Optoelectronic Letters, May 2006 100Gbps 1T bps 10G Link Scale 100Mps 10Mps 1Gbps 40G
- 14. What is the Difference Between…??? x 104 Vs. A Set of Servers A Big Computer
- 15. What is the Difference Between…??? x 104 Vs. A Set of Servers A Big Computer
- 16. Who’s on First? Storage Servers Networks Bits have mass… … and thus inertia and stickiness Software has developers… … and thus layers of value- add Networks are the backplane… … and thus intermediate all interactions
- 17. My Lens for Just About Everything 1. Developers 2. Developers 3. Developers 4. Developer Tools 5. Developer Communities 6. Software Ecosystems
- 18. Disruptive Refactoring – Phase 1 Monolithic Systems
- 19. Disruptive Refactoring – Phase 1 Network Operating Systems Applications L1-3 L4-7 Control Mgt. Decomposition & Specialization Monolithic Systems
- 20. Disruptive Refactoring – Phase 2 Network Operating Systems Applications L1-3 L4-7 Control Mgt. Decomposition & Specialization Monolithic Systems ? Re-Integration
- 22. gregp@nea.com Greg Papadopoulos Venture Partner, NEA This is a great time to venture invest in open networking!