Screaming in the Cloud - The Quest to Make Edge Computing a Reality with Andy Champagne
Episode Date: November 10, 2022About AndyAndy is on a lifelong journey to understand, invent, apply, and leverage technology in our world. Both personally and professionally technology is at the root of his interests and p...assions.Andy has always had an interest in understanding how things work at their fundamental level. In addition to figuring out how something works, the recursive journey of learning about enabling technologies and underlying principles is a fascinating experience which he greatly enjoys.The early Internet afforded tremendous opportunities for learning and discovery. Andy’s early work focused on network engineering and architecture for regional Internet service providers in the late 1990s – a time of fantastic expansion on the Internet.Since joining Akamai in 2000, Akamai has afforded countless opportunities for learning and curiosity through its practically limitless globally distributed compute platform. Throughout his time at Akamai, Andy has held a variety of engineering and product leadership roles, resulting in the creation of many external and internal products, features, and intellectual property.Andy’s role today at Akamai – Senior Vice President within the CTO Team - offers broad access and input to the full spectrum of Akamai’s applied operations – from detailed patent filings to strategic company direction. Working to grow and scale Akamai’s technology and business from a few hundred people to roughly 10,000 with a world-class team is an amazing environment for learning and creating connections.Personally Andy is an avid adventurer, observer, and photographer of nature, marine, and astronomical subjects. Hiking, typically in the varied terrain of New England, with his family is a common endeavor. He enjoys compact/embedded systems development and networking with a view towards their applications in drone technology.Links Referenced:Macrometa: https://www.macrometa.com/Akamai: https://www.akamai.com/LinkedIn: https://www.linkedin.com/in/andychampagne/
Transcript
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Hello, and welcome to Screaming in the Cloud with your host, Chief Cloud Economist at the
Duckbill Group, Corey Quinn.
This weekly show features conversations with people doing interesting work in the world
of cloud, thoughtful commentary on the state of the technical world, and ridiculous titles
for which Corey refuses to apologize.
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Welcome to Screaming in the Cloud. I'm Corey Quinn. I like doing promoted guest episodes like
this one. Not that I don't enjoy all of my promoted guest episodes,
but every once in a while,
I generally have the ability to wind up winning an argument with one of my
customers.
Namely,
it's great to talk to you folks,
but why don't you send me someone who doesn't work at your company?
Maybe a partner,
maybe an investor,
maybe a customer.
And Macromometa,
who's sponsoring this episode, said, okay. My guest today is Andy Champagne,
SVP at the CTO office at Akamai. Andy, thanks for joining me.
Thanks, Corey. Appreciate you having me. I appreciate Macrometa letting me come.
Let's start with talking about you, and then we'll get around to the macro meta discussion in the fullness of time.
You've been at Akamai for 22 years, which in tech company terms is like staying at a
normal job for 75 years.
What's it been like being in the same place for over two decades?
Yeah, I've got several gold watches.
I've been retired twice.
No, but you know, Akamai, so in the late 90s, I was in the ISP universe, right?
So I was in network engineering at regional ISPs, you know, kind of cutting teeth on,
you know, trying to scale networks and deal with the flux of user traffic coming in from
the growth of the web.
And, you know, frankly, it wasn't working, right?
Companies were trying to scale up at the time by adding bigger and bigger servers and buying literally servers
the size of refrigerators. And all of a sudden, there was this company that was coming together
out in Cambridge. And I'm from Massachusetts, and Akamai started in Cambridge, Massachusetts,
still headquartered there. And Akamai was forming up, and they had a totally different solution
to how to solve this, which was amazing. And it was
compelling and it drew me there. And I am still there 22 odd years in trying to solve challenging
problems. Akamai is one of those companies that I often will describe to people who aren't quite as
inclined in the network direction as I've been previously, as one of the biggest companies at
the internet that you've never heard of. The way that I think of you historically, I know this is not how you folks frame yourself
these days, but I always thought of you as the CDN that you used when it really mattered,
especially in the earlier days of the internet, where there were not a whole lot of good options
to choose from. And the failure mode that Akamai had when I was looking at it many years ago is
that, well, it feels enterprising. Well, what does that mean exactly? Because that's usually used as a disparaging term by any developer in San Francisco. And also that it felt relatively stodgy, for lack of a better term, where it felt like
updating things through an API was more of a JSON API, namely a guy named Jason who would
take a ticket, possibly from Jira if they are that modern or not, and then implement
it by hand.
I don't believe that it is quite that bad these days, because again, this was circa
2012 that we're talking here.
But how do you view
what Akamai is and does in 2022? Yeah, awesome question. There's a lot to unpack in there,
including a few clever jabs you threw in, but all good. I think Akamai has been through a
tremendous series of evolutions on the internet. And really the one that we're most excited about
today is earlier this year, we kind of concluded our acquisition of Linode. And if we
think about Linode, which brings compute into our platform, you know, ultimately Akamai today
is a compute company that has a security offering and has a delivery offering as well. We do more
security than delivery. So, you know, delivery is kind of something that was really important
during our first 10 or 12 years and security during the last 10, and we think compute during the next 10.
The great news there is that if you look at Linode, you can't really find a more developer-focused
company than Linode.
You essentially fall into a virtual machine.
You may accidentally set up a virtual machine inadvertently.
It's so easy.
And that is how we see the interface evolving.
We see a compute-centric interface
becoming standard for people as time moves on. I'm reminded of one of those ancient advertisements,
I forget, I think it would have been Sun that put it out, where the network is the computer,
the computer is the network. The idea that a computer sitting by itself unplugged is basically
just this side of useless,
whereas a bunch of interconnected computers
was incredibly powerful.
That today in 2022
sounds like an extraordinarily obvious statement,
but it feels like this is sort of
the natural outgrowth of that,
where, okay, you've wound up solving
the CDN piece of it pretty effectively.
Now you're expanding out into, as you say,
compute through the Linode acquisition and others. And the question I have is, is that because there's a
larger picture that's currently unfolding? Or is this a scenario where, well, we nailed the CDN
side of the world. And well, in that side of the universe, there's no new worlds left to conquer.
Let's see what else we can do next. Maybe we'll start making toasters.
Bunch of bored guys in Cambridge. And we're just like, hey, let's go after compute. We don't know
what we're doing. No, there's a little bit more money and time. Let's combine the two.
We can come up with. Hey, folks, compute. It's the new thing. No, it's more than that. And,
you know, Akamai has a very long history with the edge. Right. And Akamai started and again,
arrogantly saying we invented the concept of the edge. Out there in 99, 2000, deploying hundreds and then to thousands of different locations, which is what our CDN ran on top of.
And that was a really new novel concept at the time.
We extended that.
We've always been flirting with what is called edge computing, which is how do we take pieces of application logic and move them from a centralized point and move them out to the edge.
And, I mean, cripes, if you go back and Google like Akamai edge computing, we were working
on that in 2003, which is like ancient history, right?
And we are still on a quest.
And literally, we think about it in the company this way.
We are on a quest to make edge computing a reality, which is how do you take applications
that have centralized choke points and how do you move as much of those applications as possible out to the edge of
the network to unblock user performance and experience and then see what folks and developers
can enable with that kind of platform. For me, it seemed that the rise of AWS,
which is by extension the rise of cloud, has been, okay, you wind up building whatever
you want for the internet and you stuff it into an AWS region. And, oh, that's far away from your
customers and, or your entire architecture is terrible. So it has to make 20 different calls
to the data center in series rather than in parallel. Great. How do we reduce the latency
as much as possible? And their answer has largely seemed to be, ah, we'll build more regions
ever closer to you. One of these days, I expect to wake up and find that there's an announcement
that they're launching a new region in my spare room here. It just seems to get closer and closer
and closer. You look around and there's a cloud construction crew stalking you to the mall and
whatnot. I don't believe that that is the direction that the future necessarily wants to be going in.
Yeah, I think there's a lot there.
And I would say it this way, which is, you know, having two-ish dozen uber-large data
centers is probably not the peak technology of the internet, right?
There's more we need to do to be able to get applications truly distributed.
And, you know, just to be clear, Amazon AWS does amazing stuff.
They've projected phenomenal scale, and they continue to do so. You know, but at Akamai, the problem we're
trying to solve is really different than how do we put a bunch of stuff in a small number of data
centers. It's, you know, obviously there's going to be a centralized aspect, but there also needs
to be incredibly integrated and seamless moves through a gradient of compute. Well, hey, maybe
you're in a very large data center
for your AI, ML, kind of, you know,
offline data lake type stuff.
And then maybe you're in hundreds of locations
for mid-tier application processing
and, you know, a reconciliation of databases, et cetera.
And then all the way out at the edge,
you know, in thousands of locations,
you should be there for user interactivity.
And when I say user interactivity,
I don't just mean, you know, read only,
but you've got to be able to do a read-write operation in synchronous fashion with the edge. And that's what we're after, is building ultimately a platform for that and looking at
tools, technology, and people along the way to help us with it. I've built something out, my last
tweet in AWS.com, a threading Twitter client. And that's, it's fine. It's stateless, but it's a
little too intricate to effectively run in the Lambda at edge approach. So using their cloud
front offering is simply a non-starter. So in order to get low latency for people using it
around the world, I now have to deploy it simultaneously to 20 different AWS regions.
And that is to be direct, a colossal pain in the ass. No one is really doing stuff like
that that I can see. I had to build a whole lot of customs tooling just to get a CI-CD system up
and working. Their strong regional isolation is great for containing blast radii, but obnoxious
when you're trying to get something deployed globally. It's not the only way. Combine that
with the reality that ingress data transfer
to any of their regions is free, generally, but sending data to the internet is a jewel beyond
price because all my stars, that is egress bandwidth, there is nothing more valuable on
this planet or any other. And that just, that doesn't quite seem right because if that were
actively true, a whole swath of industries and apps would
not be able to exist. Yeah, you know, in Akamai, a huge part of our business is effectively
distributing egress bandwidth to the world, right? And that is a big focus of ours. So when we look
at customers that are well positioned to do compute with Akamai, candidly, the filtering
question that I typically
ask with customers is, hey, do you have a highly distributed audience that you want to engage with
a lot of interactivity or you're pushing a lot of content, video updates, whatever it is to them?
And that notion of highly distributed applications that have high egress requirements
is exactly the sweet spot that we think Akamai has just a great advantage with between our edge platform that we've been working on for the last 20 odd years,
and obviously the platform that Linode brings into the conversation.
Let's talk a little bit about Macrometa.
Sure.
What is the nature of your involvement with those folks? Because it seems like you sort of
cross into a whole bunch of different areas simultaneously, which is fascinating and great
to see. But to my understanding, you do not own them. No, we don't. No, they're an independent
company doing their thing. So one of the fun hats that I get to wear at Akamai is I'm responsible
for our Akamai Ventures program. So we do our corporate investing and all this kind of thing.
And we work with a wide array of companies that we think are contributing to the progression of the internet.
So there's a bunch of other folks out there that we work with as well. And Macromeda is on that
list, which is we've done an investment in Macromeda. We're board observers there. So we
get to sit in and give them input on kind of how they're doing things, but they don't have to listen
to us since we're only observers. And we've also struck a preferred partnership with them. And what
that means is that as our customers are
building solutions, or as we're building solutions for our customers utilizing the edge, you know,
we're really excited. We've got MacroMeta at the table to help with that. And MacroMeta is, you
know, just kind of as a refresher, is trying to solve the problem of distributed data access at
the edge in a high performance and almost non-blocking developer-friendly way. And that is
very, very exciting to us. So that's the context in which they're interesting to our continuing
evolution of how the edge works. One of the questions I always like to ask, and it's usually
not considered a personal attack when I ask the question. Oh, good. But it's, describe what the
company does. Now, at some places, like the latter days of Yahoo, good. But it's describe what the company does. Now,
at some places like the latter days of Yahoo, for example, it's very much a personal attack.
But what is it that Macrometa does? So Macrometa provides a worldwide high-speed
distributed database that is resident on what today you could call the edge of the network.
And the advantage here is instead of having one SQL server sitting somewhere,
or what you would call a distributed SQL server,
which is two SQL servers sitting next to one another,
Macrometa has a high-speed data store that allows you to,
instead of having that centralized SQL server,
have it run natively at the edge of the network.
And when you're building applications that run on the edge or anywhere,
you need to try to think about
how do you have the data as close to the users
or to the access point as possible.
And that's the problem MacroMeta is after.
And that's what their products today solve.
It's an incredibly bright team over there,
a fantastic founder, CEO team,
and we're really excited to be working with them.
It wasn't intentionally designed this way as a setup
when I mentioned a few minutes ago, but yeah, my Twitter client works across the 20 some odd AWS regions,
specifically because it's stateless. All of the state, other than a couple of API keys at
provision time, wind up living in the user's browser. If this were something that needed
to retain state in any way, like, you know, basically every real application under the sun,
this strategy would absolutely not
work unless I wound up with some heinous form of circular replication. And then you wind up with
a single region going down and everything explodes. Having a cohesive, coherent data layer
that spans all of that is key. Yeah. And you're onto the classical, you know, comp sci issue here
around edge, which is if you have 100 edge regions, how do
you have consistent state storage between applications running on n of those? And that
is the problem Macromeda is after. And Akamai has been working on this and other variants of the
edge problem for some time. We're very excited to be working with the folks at Macromeda. It's a
cool group of folks, and it's an interesting approach to the technology. And from what we've
seen so far, it's been working great. The idea of how do I wind up having persistent scalable state
across a bunch of different edge locations
is not just a hard computer science problem.
It's also a hard cloud economics problem
given the cost of data transit
in a bunch of different directions between different providers.
It turns how much does it cost in most cases
to a question that can only be answered by,
well, let's run it for a few days and find out, which is not usually the best way to answer some questions like, is that power
socket live? Let's touch it and find out. Yeah, there are ways you learn that are extraordinarily
painful. Yeah, no, nobody should be doing that with power sockets. I think this is one of these
interesting areas, which is this is really right in Akamai's backyard, but it's not realized by a lot of folks. So Akamai has, for the last 20
odd years, been all about how do we egress as much as possible to the entire internet? The weird
areas, the big areas, the small areas, the up and coming areas, we serve them all. And in doing that,
we've built a very large global fabric network, which allows us to get between
those locations at a very low cost because we have to move our own content around.
And hooking those together, having a essentially private network fabric that hooks the vast
majority of our big locations together, and then having very high-speed egress out of
all of the locations to the internet, that's been how we operate our business at scale effectively and economically for years.
And utilizing that for compute data replication,
data synchronization tasks is what we're doing.
There are a lot of different solutions that could be used
to solve a lot of the persistent data layer question.
For example, when you had to solve a similar problem
with compute, you had a few options in front of you.
Well, we could buy a whole bunch of computers and stuff them in a rack somewhere because cloud, how hard could it be?
Saner heads prevailed.
No, no, no.
We're going to buy Linode, which was honestly a genius approach.
And I brought three different levels and I'm still unconvinced the industry sees that for the savvy move that it was.
I'm confident that'll change in time.
Why not build it yourself or alternately acquire another company
that was working on something similar?
Instead, you're an investor in a company
that's doing this effectively,
but not buying them outright.
Yeah, you know, and I think that it's,
Akamai's beyond at this point
thinking that it's just about ownership, right? I think that it's, Akamai's beyond at this point thinking that it's just about ownership,
right?
I think that we don't have to own everything in order to have a successful ecosystem.
You know, certainly we're going to want to own key parts of it.
And that's where you saw the Linode acquisition, where we felt that was kind of core.
But ultimately, we believe in promoting customer choice here.
And there's a pretty big role that we have that we think we can help with companies such
as folks like Macrometa, where they have, you know, really interesting technology, but they can use leverage,
they can use some of our go-to-market, they can use, you know, some of our, you know, kind of
guidance and expertise on running a startup, which by the way, is not an easy job for these folks.
And that's what we're there to do. So with things like Linode, you know, we want to bring it in and
we want to own it because we think it's just so compelling and it fits so well with where we want
to go. With folks like Macrometa, you know, that's still a really young area. I mean, you know,
Linode was in business for many, many, many years and was a good size business, you know,
before we bought them. Yeah, there's something to be said for letting the market shake something
out rather than having to do it all yourself as trailblazers. I'm a big believer in letting other
companies do things. I mean, one of the more annoying things from my position is this idea where AWS takes a product strategy of,
yes, that becomes a bit of a challenge
when they're trying to wind up building compete decks.
And how do we defeat the competition?
And it's like, well, oh, you're talking about
the other hyperscalers?
No, we're talking about the service team one floor away.
That just seems a little on the strange side.
Some companies get too big and too expansive on some level.
I think that there's a very real risk of Akamai trying to do everything on the internet.
If you continue to expand and start listing out things that are not currently in your
portfolio and, oh, we should do that too.
And we should do that too.
And we should do that too.
And suddenly it feels pretty closely aligned with you're trying to do everything.
Yeah. I think we've been a company who has been really disciplined and not doing everything. You
know, we, we started with CDN and, you know, we're talking 98 to 2010, you know, CDN was really our
thing. And we feel we executed really well on that. We probably executed quite quietly and well,
but feel we executed pretty well on that really from 2010, 2012 quietly and well, but I feel we executed pretty
well on that. Really from 2010, 2012 to 2020, it was all about security, right? And we built a
pretty amazing security business, 100% of SaaS business on top of our CDN platform with security.
And now we're thinking about, we did that relatively quietly as well. And now we're
thinking about the next 10 years and how do we have that same kind of impact on cloud? And that is exciting because it's not just centralized cloud. It's
about a distributed cloud vision. And that is really compelling. And that's why we've got great
folks that are still here and working on it. I'm a big believer in the idea that you can start
getting distilled truth out of folks, particularly companies,
the more you compress the space they have to wind up saying something.
That's why Twitter very often lets people tip their hands. But a common place that I look for is the title field on a company's website.
So when I go over to Akamai.com, you position yourself as something that fits in a small
portion of a tweet, which
is good when you have a Tolstoy-length paragraph in the tooltip title for the browser tab,
that's a problem.
But you say simply, security, cloud delivery, performance.
Akamai, which is beautifully well done, but security comes first.
I have a mental model of Akamai as being a CDN and some other stuff that I don't fully understand.
But again, I first encountered you folks in the early 2000s.
It turns out that it's hard to change existing opinions.
Are you a CDN company or are you a security company?
In other words, did someone wind up misalphabetizing that and they're about to get censured after this show?
Because no, we're a CDN first.
Why did you put security first?
You know, so all those things feed off each other, right?
And this has been a question where it's like, you know, our security layer and our distributed WAF and other security offerings run on top of the CDN layer.
So it's all about building a common compute edge and then leveraging that for new applications.
CDN was the first application.
The next and second application was security. And we think the third application, but probably not the final one,
is compute. So I don't think anybody in marketing will be fired by the ordering that they did on
that. I think that ultimately now, if we look at it from a monetary perspective, we do more security
than we do CDN. So there's a lot that we have in the security business. And, you know, compute's got a long
way to go, especially because it's not just one big data center of compute. It is a different
flavor than I think folks have seen before. When I was at RSA, you folks were one of the
exhibitors there. And I like to make the common observation that there are basically six companies
that exhibited RSA.
Yeah, there are hundreds of booths, but it's the same six products all marketed under different logos with different words.
And they all seem to approach it from a few relatively expectable personas and positions.
I've always found myself agreeing with the things that you folks say, and maybe it's because of my own network-centric background, but it doesn't seem like you take the same approach
that a number of other companies do,
where it's, oh, it has to start with the way
that developers write their first line of code.
Instead, it seems to take a holistic view
that comes from the starting position
of everything talks to each other on a network basis,
and from here, let's move forward.
Is that accurate to how you view the security space?
Yeah, you know, our view of the security space is, again, it's a network-centric one, right? And our work in the security space initially came from really big DOS attacks, right? And how do we stop distributed denial of service attacks from impacting folks? And that was the initial benefit that we brought. And from there, we evolved our story around, you know,
how do we have a more sophisticated WAF? How do we have predictive capabilities at the edge?
So ultimately, we're not about ingraining into your process of how your thing was written or
telling you how to write it. We're about, you know, essentially being that perimeter edge
that is watching and monitoring everything that comes into you to make sure that, you know,
we're not seeing log4j type exploits coming at you, and we'll let you know if we do,
or to block malicious activity. So we fit on anything, which is why our security business
has been so successful. If you have an application on the edge, you can put Akamai Security in front
of it, and it's going to make your application better. That's been super compelling for the last,
you know, again, last decade or so that we've really been focused on security? I think that it is a mistake to take a security model that starts with a view of
what people have in front of them day to day. Like I look at my laptop and say, oh,
this is what I spend my time on. This is where all security must start and stop.
Because, yeah, okay, great. You get physical access to my laptop it's pretty much game
over on some level but yeah if you're at a point where you're going to bust into my house and
threaten me in order to get access to my laptop here you go there are no secrets that i am in
possession of that are worth dying for it's just money and that's okay but looking at it through a
lens of the internet has gone from science experiment to thing that the nerds love to use to a cornerstone of the fabric of modern society.
And that's not because of the magic supercomputer that we all have in our pockets, but rather because those magic supercomputers can talk to the sum total of human knowledge and any other human anywhere on the
planet basically ever. And I don't know that that evolution has been really appreciated by society
at large as far as just how empowering that can be. But it completely changes the entire security
paradigm from back in the 80s when I got started. Don't put untrusted floppy disks into your
computer or it might literally explode on your desk. So we're talking about floppy disks now.
Yes. So first of all, the scope of impact of the internet has increased, meaning what you can do
with it has increased. And directly proportional to that increase, the threat vectors have
increased, right? And the more systems are connected, the more vulnerabilities there are.
So listen, it's easy to scare anybody about security on the internet. It is a topic that
is an infinite well of scariness. At the same time, you know, and not just Akamai, but there's
a lot of companies out there that can, whether it's making your development more secure, making
your pipeline, your digital supply chain more secure, or then, you know, where Akamai is at
the end, which is, you know, helping to wrap around your entire web presence to make it more secure. There's a variety of companies that, you know,
are out there really making the internet work from a security perspective. And honestly,
there's also been tremendous progress on the operating system front in the last several years,
which previously was not as good, probably, as Weta characterizes it is today. So,
and, you know, at the end of the day, the nerds are still out there working, right? We are out
here still working on making the internet, you know, scale better, making it
more secure, making it more robust, because we're probably not done, right? You know, phones are
awesome and tablet devices, et cetera, awesome, but we've probably got more coming. We don't
quite know what that is yet, but we want to have the capacity, safety, and compute to power it.
How does macro meta as a persistent data layer tie into your future vision
of security first as what Akamai does? I can see a few directions, but I'm going to go out on a limb
and guess that before you folks decided to make an investment in such a thing, you probably gave
it more than the 30 seconds or whatnot or so of thought that I've had to wind up putting these
pieces together. So a few things there. First of all, macro meta, ultimately, we see them coming in the front door
with our compute solution, right? Because as folks are building capabilities on the edge,
hey, I want to run compute on the edge. How do I interoperate with data? The worst answer possible
is, well, call back to the centralized data store. So we want to ensure that customers have
choice and performance options for distributed data access. So we want to ensure that customers have choice and performance
options for distributed data access. MacroMeta fits great there. However, now pause that and
let's transition back to the security point you raised, which is, you know, coordinating an edge
data security platform is a really complicated thing because you want to make sure that threats
that are coming in on one side of the network or, you know, in some one given country, you know, are also understood throughout the network. And there's a definite
role for a data platform in doing that. We obviously, you know, over the last 10 years
have built several that help accomplish that at scale for our network. But we also recognize that,
you know, innovation and data platforms is probably not done. And, you know, Macromatter's
got some pretty interesting approaches. So we're very interested in working with them and talking
jointly with customers,
which we've done a bunch of,
to see how that progresses.
But there's tie-ins, I would say mostly on compute.
But secondarily, there's a lot of interesting areas
where with real-time security intel,
they can be very useful as well.
Since I have you here,
I would love to ask you something
that's a little orthogonal to the rest of this conversation,
but I don't even care about that
because that's why it's my show. I can ask what I want.
Oh, no.
Talk to me a little bit about the Linode acquisition, because when it first came out,
I thought, oh, Linode must not be doing well. So it's an acquihire scenario followed by,
wait a minute, that doesn't seem quite right. And I dug deeper and suddenly I started to see
a bunch of things that made sense. But that's just my outside perspective. I prefer to see you justify what it is that you've done.
Justify what we've done. What would that positive frame explain yourself? How dare you, sir?
What are you doing? So to take that, which is first of all, Linode was doing great when we
bought them and they're, they're continuing to do great now. You know, Backstar here is actually a
fun one. So I personally have been a customer of Linode for about 13 years.
And, you know, I'm super familiar with their offerings,
as were a bunch of other folks at Akamai.
And what ultimately attracted us to Linode was,
first of all, from a strategic perspective,
as we talked about how Akamai thinks about compute being a gradient of compute.
You've got the edge, you've got kind of a middle tier,
and you've got more centralized locations.
Akamai has the edge, we've got the middle,
we didn't have the central.
Linode has got the central.
And obviously, you know,
we're going to see some significant expansion
of capacity and scale there,
but they've got the central location.
And, you know, ultimately,
we feel that there's a lot of passion in Linode.
You know, they're a Linux open source centric company,
and believe it or not, Akamai is too.
I mean, you know, that's kind of how it works. And there was a great connection between the sorts of folks that they had and how they think about customers. Linode was a really
customer driven company. I mean, they were fanatical. I mean, I as a, you know, customer
$30 a month personally could open a ticket and I'd get an answer in five minutes. And that's very
similar to kind of how Akamai is driven, which is we're very customer-centric. And when a customer has a problem
or needs something different, we're on it.
So there's literally nothing bad there.
And it's a super exciting beginning
of a new chapter for Akamai,
which is really how do we tackle compute?
We're super excited to have the Linode team.
They're still mostly down in Philadelphia
doing their thing.
And we've hired substantially
and we're continuing to do so.
So if you want to work there, drop a note over. And we've hired substantially and we're continuing to do so. So if you want to
work there, drop a note over. And it's been fantastic. And it's one of our really large
acquisitions that we've done. And I think we're really lucky to find a great company in such a
good position and be able to make it work. From my perspective, one of the areas that
has me excited about the acquisition stems from what I would consider to be something of a
customer-based culture misalignment between the two companies.
One of the things that I have always enjoyed about Linode,
and in the interest of full transparency,
they have been a periodic sponsor over the last five or six years of my ridiculous nonsense.
I believe that they are not at the moment,
which I expect you to immediately rectify after this conversation, of course. I'll give you my credit card. Excellent. Excellent. We do not
get in the way of people trying to give you money, but it was great because that's exactly it. I
could take a credit card in the middle of the night and spin up things on Linode. And it was
one of those companies that aligned very closely to how I tended to view cloud infrastructure from
the perspective of, I need
a Linux box or I need a bunch of Linux boxes right there, right now. And I don't have 12 weeks to go
to cloud school to learn the intricacies of a given provider. It more or less just worked in
a whole bunch of easy ways. Whereas if I wanted to roll out Akamai, it was always, I would pull
up the website and it's click here to talk to our enterprise sales team. And that tells me two things. One, it is probably going to be outside of my signing authority
because no one trusts me with money for obvious reasons when I was an employee. And two, you will
not be going to space today because those conversations always take time. And it's going
to be, if I'm in a hurry and trying to get something out the door, that is going to act as a significant drag on capability.
Now, most of your customers do not launch things
by the seat of their pants
three hours after the idea first occurs to them.
But on Linode, that often seems to be the case.
The idea of addressing developers early on
in the it's just an idea phase.
I can't shake the feeling that there's a definite future
in which Linode winds up being
able to speak much more effectively to enterprise, while Akamai also learns to speak to, honestly,
half-awake shit posters at 2 a.m. when we're building something heinous.
I feel like you've been sitting in on our strategy presentations, maybe not the shit posters,
but the rest of it. And I think the way that I would couch it, my corporate speak of that would be that there's
a distinct yin and yang or complementary nature between the customer bases of Akamai, which
has, you know, an incredible list of enterprise customers.
I mean, the who's who of enterprise customers, Akamai works with them.
But then, you know, Linode, who has really tremendous representation of developers, that's
what we'll use for the name posts, like folks like myself included, right, who want to throw something together, want to spin up a VM, and then maybe
tear it down and never do it again, or maybe set up 100 of them. And to your point, the crossover
opportunities there, which is, you know, Linode has done a really good job of having small customers
that grow over time. And by having Akamai, you know, you can now grow and never have to leave because we're
going to be able to bring enough scale and throughput and, you know, professional help
services as you need it to help you stay in the ecosystem. And similarly, Akamai has a tremendous,
you know, the benefit of a tremendous set of enterprise customers who are out there, you know,
frankly, looking to solve their compute challenges, saying, hey, I have a highly distributed
application. Akamai, how can you help me with this? Or, hey, I need presence in X or Y. And now we have, you know, with Linode,
the right tools to support that. And yes, we can make all kinds of jokes about, you know,
Akamai and Linode and different, you know, people and archetypes we appeal to. But ultimately,
there's an alignment between Akamai and Linode on how we approach things, which is about Linux,
open source. It's about technical honesty and simplicity.
So great group of folks.
And secondly, I think the customer crossover,
you're right on it.
And we're very excited for how that goes.
I also want to call out that Macrometa
seems to have split this difference perfectly.
One of the first things I visit
on any given company's page
when I'm trying to understand them
is their pricing page.
It's one of those areas
where people spend the least time early on, but it's also where they tend to be the most honest. Maybe
that's why. And I look for two things and Macromeda has both of them. The first is a try it for free
right now, get started. It's a free tier approach because even if you charge $10 or whatnot,
there are many developers working on things in odd hours where they don't
necessarily either have the ability to make that purchase decision, know that they have the ability
to make that purchase decision, or are willing to do that by the seat of their pants. So get started
for free is important. It means you can develop right now. Conversely, there are a bunch of
enterprise procurement departments out there who will want a whole bunch of custom things, custom SLAs, custom support responses, custom everything.
And they also don't know how to sign a check that doesn't have two commas in it.
So you don't probably want to avoid those customers. But what they're looking for is
an enterprise offering that is no price. There should not be a price tag on that because you
will never get it right for everyone. But what they want to see is click here to contact sales. That is coded
language for we are serious professionals and know who you are and how you like to operate.
They've got both. And I think that that is absolutely the right decision. Whatever you
have in between those two is almost irrelevant. No, I think you're on it. Macro Meta, their pricing philosophy allows you to get in and try
it with zero friction, which is super important. I don't even have to use a credit card. I can
experiment for free. I can try it for free. But then as I grow, their pricing tier kind of scales
along with that. And that is the way that folks try applications. I always try to think about,
hey, if I'm on a team and we're tasked with putting together
a proof of concept for something in two days,
and I've got a couple folks working with me,
how do I do that?
And you don't have time for procurement.
You might need to use the free thing to experiment.
So there is a lot that they can do.
And, you know, their pricing,
this transparency of pricing that they have is fantastic.
Now, Linode, also very transparent.
We don't have a free tier,
but you can get in for very low friction
and try that as well.
Yeah, companies tend to go through
a maturity curve evolution on these things.
I've talked to companies that purely view it
as how much money a given customer is spending
determines how much attention they get.
And it's like, yeah, maybe take a look
through some of your smaller users or new signups there.
Yeah, they're spending $10 a month or whatnot, but their email address is at coca-cola.com.
Just a spitballing here.
Maybe you might want to white glove a few of those folks, just because not everyone comes in the door via an RFP.
Yep.
We look at customers for what your potential is, right?
Like, you know, how much could you end up spending with us, right? You know, so if you're building your application on Linode and you're going to spend $20 for the first couple
months, that's totally fine. Get in there, experiment. And then, you know, in the next
several years, let's see where it goes. So you're exactly right, which is, you know, that username
at enterprise domain.com is often much more indicative than what the actual bill is on a
monthly basis. I always find it a little strange when I have a vendor that I'm doing business with and then suddenly an account person reaches out
like, hey, I'd like to set up a call for half an hour and talk about what you're doing and how
you're doing it. It's my immediate response to that these days, just off of too many years doing
that is I really need to look at that bill. How much are we spending again? And I honestly,
usually not that much because believe it or not, when you focus on cloud
economics for a living, you pay attention to your credit card bills.
But it is always interesting to see who reaches out and who doesn't.
That's been a strange approach.
There is no one right answer for all of this.
If every free tier account user of any given cloud provider wound up getting constant emails
from their account managers, it's how desperate are you to grow revenue? And what are you about to do to pricing? At some level, it becomes
unhelpful. I can see that. I've had personally situations where I'm a trial user of something,
and all of a sudden I get emails, you know, using personal email addresses, no Akamai involvement.
All of a sudden I'm getting emails and I'm like, really? Did I make the priority list for you to
call me and leave me a voicemail and then email me? I don't know how that's possible.
So from a personal perspective, totally see that.
You know, from an account development perspective, you know, kind of with the Akamai hat on, it's challenging, right?
You know, folks are out there trying to figure out where business is going to come from.
And I think if you're able to get an indicator that somebody, you know, maybe you're going to call that person at enterprise domain dot com to try to figure out, you know, hey, is this real? And is this you with a side project? Or is this you with a proof of concept
for something that could be more fruitful? And, you know, Corey, they're probably just calling
you because you're you. One of the things that I was surprised by when I saw the exact same thing,
I started getting a series of emails from my account manager for Google workspaces.
Okay.
And then I really did a spit take
when I realized this was on my personal address.
Okay.
And so I read this carefully
because what the hell is happening?
Oh, they're raising prices and it's a campaign.
Great.
Now my one user vanity domain
is going to go from $6 a month
to $8 a month or whatever.
Cool.
I don't care.
This is not someone actively trying to reach out as a human being $8 a month or whatever. Cool. I don't care. This is not someone
actively trying to reach out as a human being. It's an outreach campaign. Cool. Fair. But that's
the problem on some level for super tiny customers. It's a, what is it? Is it a shakedown? What are
they about to yell at me for? No, I got this. I get the same thing. My Google workspace personal
account, which is like two people, right? Like, and I got an email and then I think like a voicemail
and I'm like, I read the email. I'm like, you know,
and it's going again.
It's like, it was like six something
and now it's like eight something a month.
So it's like, okay, you're all right.
Just go ahead.
That's what you have a credit card for.
Go ahead and charge it.
It's fine.
Now, yeah, counterpoint
if you're a large company
and yeah, we're just going to be
raising prices by 20%
across the board for everyone.
And you look at this
and like, that's a phone number.
Yeah, I kind of want some
some special outreach
and conversations there, but it's odd.
It's interesting.
And yeah, they're great.
Last question before we call this an episode.
In 22 years, how have you seen the market change
from your perspective?
Most people do not work in the industry
from one company's perspective for as long as you have.
That gives you a somewhat privileged position
to see from a point of relative stability
what the industry has done.
So what have you noticed?
And I'm going to give you an answer,
which is about like the sales cycle,
which is it used to be about meetings
and about everybody coming together
and used to have to occasionally wear a suit.
And there would be
meetings where you would need to get a CEO or CFO to personally see a presentation and decide
something and say, okay, we're going with X or Y. We're going to make a decision. And today,
those decisions are pretty far and wide made much, much further down in the organization.
They're made by developers, team leads, project managers,
program managers. So the way people engage with customers today is so different. First of all,
like most meetings are still virtual. I mean, like, yeah, we have physical meetings and we
get together for things, but like so much more is done virtually, which is cool because we built
the internet so we wouldn't have to go anywhere. So it's nice that we got that landed. It's
unfortunate that we had to deal with COVID to get there. But ultimately, I think that purchasing decisions and technology decisions are distributed so much more deeply
into the organization than they were. It used to be a C-level thing. We're now seeing that
stuff happen much further down in the organization. We see that inside Akamai,
and we see it with our customers as well. It's been, honestly, refreshing because you tend to
be able to engage with technical folks
when you're talking about technical products.
And, you know, the business folks are still there and they're helping to guide the discussions
and all that.
But it's a much better time, I think, to be a technical person now than it probably was
20 years ago.
I would say that being a technical person has gotten easier in a bunch of ways.
It's gotten harder in a bunch of ways.
I would say that it has transformed. I was very opposed to the idea that, oh, as a sysadmin, why should I learn to write
code? And in retrospect, it was because I wasn't sure I could do it. And it felt like the rising
tide was going to drown me. And in hindsight, yeah, it was the right direction for the industry
to go in. But I'm also sensitive to folks who don't want to midway through their career, pick up an entirely new skillset in order to remain relevant.
I think that it is a lot easier to do some things back when Akamai started. It took an
intimate knowledge of GCC compiler flags in most cases to host a website. Now it is checking a box
and a webpage and you're done. Things have gotten easier. The abstractions continue to slip below the waterline.
So the things we have to care about get more and more meaningful to the business.
We're nowhere near our final form yet,
but I'm very excited about how accessible this industry is to folks that
previously would not have been while also disheartened by just how much there
is to know.
Otherwise,
Oh yeah,
that entire aspect of the way that this core thing
that runs my business, yeah, that's basically magic. And we just hope the magic doesn't stop
working. Or we make a sacrifice to the proper God, which is usually a giant trillion dollar company.
And the sacrifice is, of course, engineering time combined with money.
You know, technology is all about abstraction layers, right? And I think that's my view,
right? And we've been spending the last several decades, not we Akamai, we the technology industry, on, you know, coming up
with some pretty solid abstraction layers. And you're right, like the, you know, GCC, J6, you
know, dash J6, you know, compiler tags, not that important anymore. We could go back in time and
talk about INetD, the first serverless. But other than that, you know, as we get to the present day,
I think what's really interesting is you can contribute technically without being a super
coding nerd. There's all kinds of different technical approaches today and technical
disciplines that aren't just about development. Development is super important. But frankly,
the sysadmin skill set is more valuable today if you look at what SREs have become and how
important they are to the industry. I mean, those are some of the most critical folks in the entire sysadmin skill set is more valuable today if you look at what SREs have become and how important
they are to the industry. I mean, you know, those are some of the most critical folks in the entire
piping here. So don't feel bad for starting out as a sysadmin. I think that's my closing comment
back to you. I think that's probably a good place to leave it. I really want to thank you for being
so generous with your time. If people want to learn more about how you see the world,
where can they find you? Yeah, I mean, I guess you can check me out on LinkedIn.
Happy to shoot me something there and happy to catch up.
I'm not, I'm pretty much read-only on social, so I don't pontificate a lot on Twitter, but... Such a good decision.
Feel free to shoot me something on LinkedIn if you want to get in touch or you want to
chat about Akamai.
Excellent.
And of course, our thanks go as well to the fine folks at Macro Meta who have promoted
this episode. It is always appreciated
when people wind up supporting this ridiculous nonsense that I do. My guest has been Andy
Champagne, SVP at the CTO office over at Akamai. I'm cloud economist Corey Quinn, and this is
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