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Overview
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Explore the evolving landscape of infrastructure in this 23-minute talk by Martin Casado, a16z general partner and former Nicira co-founder/CTO. Delve into the concept of a "golden era of infrastructure" biased towards startups, challenging the notion that infrastructure is dead. Examine the impact of putting "software-defined" in front of various technologies, including storage, computing, networking, security, and more. Analyze the evolution of enterprise applications, drawing parallels with consumer tools. Investigate three crucial trends: the shift from hardware to software, software to services, and the rise of the developer. Gain insights into how startups can compete with incumbents in the infrastructure space. Discover the transformation of IT markets, new challengers, and the impact of software-defined technologies. Explore the concept of infrastructure as a service and the growing influence of developers as a buying center. Understand why these changes are reshaping the industry, including faster sales cycles and developer-centric startups. Conclude with a discussion on virtual cycle graphs and the future of infrastructure.
Syllabus
Introduction
Infrastructure transformation
IT market size
New challengers
Trends
Software Defined
Nasra
Software only players
Software reduces RD
Software in the field
Application transformation
Infrastructure as a service
Developer as a buying center
Core Functionality
Developers
Why it changes everything
Developers are different
Fast sales cycles
Developers influence budget
Developer centric startups
Virtual cycle graphs
Conclusion
Taught by
a16z