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Hey, what's up everyone. We
are live on another episode of Adventures in

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DevOps. I'm your host today,
Will Button and joining me in the studio,

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Punit, Gupta and Beat. I
like, one of the things I

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like instantly about this is you've said
that your professional work and your personal hobbies

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collide, which is exactly how I
ended up doing this. You know.

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I remember way back in my career
someone was like, hey, can you

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fix this server for me? Or
can you build this website for me?

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And I'm like, yeah, sure, here you go, and then they

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said great, thanks, what do
I owe you? I was like,

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wait, I can make money doing
this, and you know, thirty years

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later, here we are. Yeah. So, Perni, welcome to the

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show. You are the CEO and
co founder of amber dot Io. Right,

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Amber Flow, Amber Flow. Sorry, that's the beauty of doing live

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is now all of a sudden everyone
gets to hear how often exactly I screw

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up in these podcasts. So tell
me a little bit about your background,

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how you ended up starting your own
company. Which is three years in for

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a startup, which is kind of
like a significant milestone, like if you

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make it past a three year point, things start to get you get a

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little confidence at that at that stage. Yeah, no, sure thing.

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You know, great to be with
you. Thanks for having me on your

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show, come forward to it and
yeah maybe I just you know, by

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the ways of introduction, and I
think you can. I love to also

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unpack, you know how sort of
the hobbies and brooklit. I have my

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own story there and you know it's
kind of evolved over over a period of

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time. But yeah, just by
the rays of sort of quick background,

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you know, Amber float dot io
we enabled businesses to charge and track on

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usage that we provide a cloud meeting
and usage based pricing and building platform.

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I'm sure we'll have a chance to
dive into that a little bit more.

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And uh yeah, Amber flow at
io. We're now about three years in

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and the company was started actually I
think what was being called for a period

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of time, born in the COVID. So we're one of those and I

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think you know that's uh, that's
a good part of our story. Uh.

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And what that means is when we
started the company, we were in

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the lockdown back in forty twenty and
we raised a seed round. We we

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did not get to meet our investors
face to face for about another year.

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The whole round was done on zoom
online. Oh wow, you know,

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so uh some interesting you know artifacts
and built of that lockdown era. But

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you know, the lockdown I think
served in some unique ways, interesting ways

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actually beneficial to start up like us. So anyways, there's stuff there.

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But yeah, the company is about
three years old. We're nure Back.

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We raised two rounds of funding,
a seed round, and then earlier this

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year we had raised in the around, so we've got about twenty million dollars

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in funding. But yeah, like
you said, you know, after a

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good start, after a decent start, a lot of things have to connect

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in the journey of a startup,
especially early. As you called out,

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you know, you had three years
in I think, you know, there's

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a momentum building. We'd like to
say we're seeing some tailwinds on our backs,

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and I extributed that, you know, just feel good, healthy combination

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of you know, maybe a few
things that we got right, but also

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a lot of things that the market
is that are happening in the market organically,

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markets turning in this direction, and
we're definitely benefit from that. Right

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on. Yeah, you know,
I've spent pretty much my entire career working

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for startups, and one of the
things that I've learned about startups in that

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period is that for most of the
startups that are successful in the long term,

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the product that makes them successful is
not actually the product that they start

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with. And I love using the
aviation industry as an example of this because

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it's it's something that's a new enough
industry that we can kind of visualize what

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the beginnings were like, but it's
also been around long enough that we can

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see what happens at scale over time, you know. And if you think

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about like when the Wright Brothers launched
their first airplane and was it like nineteen

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oh three, I think they probably
didn't have any idea of what modern aviation

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would look like and how it's iterated
and how it's just impacted everyone. So

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they had to in the industry as
a whole, had to pivot along the

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way. So have you seen that
in your company, Like what was your

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initial idea versus what's what's working for
you right now? Yeah? You know

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that's uh, yeah, You're gonna
take us down a little bit of from

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memory lane and also a little bit
of sort of the founding founding pisis that

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we had, which uh, you
know, which was I guess it's still

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obviously pan out, but I want
to say it's somewhat contrariant to the typical

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startup lends that perhaps you might see
outside and looking inside Silicon Valley. So

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yeah, let's let's go into that. And now I'll certainly index on that.

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So, uh, you know,
we'll talk a lot a lot about

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you know, like like I said, you know that we feel that the

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world is shifting. There's a there's
a change in business model. Uh how

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in the business models of businesses,
right, so monetization model, how companies

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are increasingly selling their products and service. They're shifting to what we call a

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usage based model versus a seat base. And that's a foundational shift. Like

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I like to say, business models
don't change very often. Well, you

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know, and we can. We
can look back from the dawn off software

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you know whatever that is sixtally seventy
years ago. I think at best,

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maybe if you had one people refer
back to the subscription model, and I

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would even challenge that. I think
there was more financial optics change rather than

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a full on technology business model change. This one is going from something that

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was fixed and recovering to a full
on metered usage based model. That's the

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foundational shift. Okay, how does
sort of this play back to, you

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know, how we looked at things
and how things have evolved. So what

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I was referred to earlier, I
don't know. I you know, I

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maybe off, but I think generally
one of the things that has sort of

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been less exciting in the world of
startups and Silicon Valley is I think there's

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sort of this templatized approach where go
pick find a niche you know, almost

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like a feature. Maybe the transition
point is that it already existed on prem

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and you figure out a way to
deliver it in the cloud, and you

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put the company and a product behind
it, and off you go. And

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then it's a race to ar R
and m r R and then you know,

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in ten years you aim to get
two hundred million in ARR and yourself

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a couple of billions in Kumbaya.
Okay, that's and obviously you know,

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nothing wrong with that. I mean, you know that itsell takes you know,

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sweat and blood and whatnot. Our
view is slightly different, you know,

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we just we dreamed to imagine a
little bit bigger than that, and

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some of that was just a function
of what we saw. So I think,

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you know, maybe I'll put some
credibility into the statement you're looking across,

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you know, across the screen.
You know, I'm a little bit

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of an old hand at technology.
I've been around the block. It's just

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as you have twenty five years under
my belt and before I decided to drop

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everything and go do the startup,
so it wasn't just trying to chase a

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wave. And this is what we're
doing here at Amber Flow. I call

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it sort of as a labor of
love because it's all passion driven, it's

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all vision driven, and this is
kind of going into them the question you

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asked. So we first saw that
we like, this is sort of in

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the fullness of time. So already, you know, kind of taking a

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long term view, and the fullness
of time is at least five years out,

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more like ten years out, you
know, if you want to talk

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about you know, THESS ten years
out. That's the comfort zone for me.

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So because as we said, if
there's a shift in the modernization business

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model, this is going to play
out over a period of time, you

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know, and then the going in
and flip a switch and change a business

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model is going to ripple through every
functional area of your business, and maybe

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the confidence comes from you know,
personally, I've been a little bit lucky.

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I've spent some time at AWS at
Amazon. I think it's one of

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the companies that is credited and known
for some long term thinking, and I

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think it's it's evident for how they
have played out the last in a couple

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of decades. So got to be
you know, in that environment, so

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comfortable with that thinking process. I
think maybe I've drawn like contiments from there,

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and then a function of I think
what we see in the market,

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like if this is the change that's
happening, then well there is a lot

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of opportunity here over the next part. So that is the starting point.

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Now it goes to your question.
Okay, so if that's how we're looking

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at it, then we still have
to build a business. We still have

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to go to market. So then
what is the launch pad? But we

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are looking at it from that lens. We have a very specific, well

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understood or well projected view of the
long term. We're here in this for

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the long term five years out.
We see a technology stack. I think

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that's going to evolve, that's going
to adjust, that's going to commulate,

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and we see tremendous levels of opportunity
for am flow. The play into that

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transition starting point is you know,
as a startup you kind of have to

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gravitate where at least in the narrative
is so you can make the dots fine

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product market fit and you know,
start to build the business and start to

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and Okay, so for us,
the big opportunity that we saw was in

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building a new platform technology artifact that
we called metering. However, not many

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folks, at least three years ago
we're talking much about metering. Oh for

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sure. Yeah, it's a brand
new concept to me. Yeah. Right,

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So so there you go. Right, so somewhat ourthog, I mean,

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we are motivated by what metering is
and what metering can do today and

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out five years and ten years.
That is really what gets up us up

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in the morning. And usage based
pricing and building is then simply an artifact

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is sort of a means to an
end if you view right. So it's

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just one of the benefit forwards of
me drin. If you want to get

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you like to say, you know, if you want to get usage based

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pricing and building right, you must
first get metering. Right, So that's

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sort of our view. So we
we spend really sort of the first year

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of our existence just hits down nothing
but building the metering service. And metering

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is a heavy lift part if it
is not that well understood, as you

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said, you know, called out, they're not that many blueprints of how

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they effectively build a metrink service at
scale. Uh, what are some of

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the design tenets and pieces? As
it is a heavy lift. We spend

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a year building a metering service,
then we layered an application on top of

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metering that people building out the usage
based pricing and billing, and that's a

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little market motion today. So we
feel that this approach we're going to continue

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to expand we don't consider ourselves a
single product company. We're going to be

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a multi product company. YI is
fire design and that's the foundation we make

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right on. So help me understand
what like if I if I want to

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think about things from a metering perspective, what am I am I looking at?

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That? Does that translate to like
figuring out how to spend or how

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to how to track how much time
someone spends in my application or what actions

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they're taking and turning that into a
monetized metric. That is precisely that,

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but there's more to it. Okay, so that is certainly so, so

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think of metering, you know,
it is really sort of the spised army

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knife. Actually, don't even take
a step back. So one is you

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know, why isn't there that much
level of awareness. I mean we're about,

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you know, ten fifteen years into
the Clower journey and you know we're

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now talking about Yeah, okay,
I've heard of it, but you know,

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but yeah, let me sort of
comfortall circle and then you know,

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we can unpacked out of the Swiss
army knife. You know, why is

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this such a poor piece? First? I'll maybe just start off by some

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against some evidence. If you look
at all the companies out there today who

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have achieved a level of scale in
the cloud, and of course I'm not

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just talking about the three four large
cloud providers, but you know, the

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next batch of companies like Twilio,
Data Breaks, Mango, a Snowflake,

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right, and then increasingly on.
I think, go and study those companies,

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you'll find that they have over time
built and in house metering services.

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So what I'm getting at is,
you know, once you find that you

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are native in the cloud. You're
achieving a level of scale in the cloud

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you cannot do without this construct.
And I would even profess to go as

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far as saying that I think they, perhaps many of them, if not

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all of them, discovered this after
the fact, and then they hurry to

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kind of get this instrumentation, this
metering infrastructure put in place, and most

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of them have built themselves. By
frankly, there wasn't one available off the

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shelf at the time, right,
So what is it? Right? This

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thing about metering, well, metering
the term of course we all grew up

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with. I mean, it's the
utility meter that's on the back of our

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homes. You know, it's metering
our usage. So there you go,

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usage metering. But but let's take
a step back. So why is it

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such an important construct in cloud and
why has it gone unnoticed for so long?

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Okay? First is, you know, let let's look at We all

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know cloud is elastic. Okay,
that's you know, that's a no brainer.

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Everybody understands that, which basically means
that you can dial up and dial

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down your back end resources or resources. Okay, Then the question is,

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you know, if the back end
is elastic, if I'm building in the

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cloud, which in the fullness of
time, everybody is h and you are

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building on a foundation, you know, foundation platform that is elastic you know,

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I almost almost envision like a you
know, sort of a quicksand like

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you know, it's it's a you
know, it's a it's a little bit

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wobbly, right, it can go
up and down, right, it can

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shift. Okay, So how do
you tame elasticity because eventually you're going to

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have to build something that is solid. So usage elasticity and the artifact to

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tame elasticity is metering. Okay,
So what is metering? By definition?

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Metering is metering tells you what is
being used by whom? Then? What

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were how much? That's it put
a box around it, right, nothing

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to do with pricing and building.
Just yet, what is used in my

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cloud infrastructure by whom? When?
What weear? How much? That is

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the job of a meeting service.
It is the owner of that construct,

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meaning it is the source of true
It is the system of record for what

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is being used by whom? When? What were how much? You have

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to if you wish to scale and
build a company in the cloud, you

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have to treat this box as sacro
sancta. You cannot you know, this

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is not a data leg or a
data warehouse or a munget with this,

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or can I throw this in there? Or can I throw that in there?

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You need to get this right,
because if you don't and you try

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to do it through some other ways, then inevitably, when somebody asks that

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question inside your company, and it
will come from all functional areas, different

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function areas, what is being used
by whom? Sales wants to know,

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Product wants to know, Engineering wants
to know, Support wants to know,

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Finance wants to know, Accounting wants
to know when they're going to ask that

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question if they ask a follow up
question, Hey, is this data accurate?

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My friend? You do not have
a meeting service in place. Therefore,

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all of these companies over time woke
up to the fact that, you

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know, we got to solve this. We got to solve this once and

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for all, and there needs to
be a system of truth system a record

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for consumption data, for usage and
consumption data that I can tap into,

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and there should not be a following
up question is this accurate or is this

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correct? Right? And the reason
why you can then tackle that question because

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then you you know because you treat
it as a separate artifact, You give

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it due diligence, you put the
right infrastructure. You're not trying to balance

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it as a combination of observability or
monitoring or logging or throwing it into a

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data lake and trying to you know. So we can also untage a little

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bit more on the architecture side,
but that is the starting point. So

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you are an elastic back in infrastructure. The only team elasticity is to put

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meuterrain in a place so you can
see what is being used by hum when

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work how much. Now for companies
who have been in the cloud for a

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while, as we say, sort
of in this fullness of time, you

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will find and then what is this
genesis of usage based pricing and venting?

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Companies are discovering that you know,
if my back end is elastic, its

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down usage. My front end also
has to be elastic. What I mean

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by that my front end is how
then you sell your products and services also

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will need to be elastic so that
you can align your front end use your

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back ends uh infrastructure. And that's
basically the cloud, well, I mean

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the optics of the cloud. So
that is what led to usage based pricing

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in the first place. You know, it is a heavy left. You

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have to put this instrumentation in the
place. Uh, there's a lot of

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you know, product and engineering work. So unlike traditional seat based pricing plans,

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right just after the fact, come
up with some arbitrary number that's high

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enough that gives you a margin ratio. Okay, but off you go.

253
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No, here, you have to
do this instrumentation. You'll have to know

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what is what is it that you're
continuing in the back customers and consuming on

255
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the front, and the alignment and
that disability needs to be there. I

256
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gotcha. I kind of feel like
there's a light bulb going off over my

257
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head because this is a problem that
I faced at several of the startups that

258
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I worked with, where we have
our infrastructure and we tracked you know,

259
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monthly active users and then have the
question posed to us by the next round

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of investors of you know, does
this scale? What is your your revenue

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and your profit margin look like at
that scale? And to be honest,

262
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in many cases we just took a
wild guest and said, oh yeah,

263
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it's it's definitely scales and margins will
look like this. But metering is actually

264
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the simple math calculation that allows you
to accurately predict what your infrastructure cost will

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be at a given level and what
your prices have to be at that point

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to be turning a profit totally.
Well, in fact, you know,

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just for your audience, I don't
even take my word for it, I

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think you they will find credibility in
this. You know, one of the

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the hidden sort of the secrets of
the success of AWS. Certainly the pioneered

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leader in the cloud is on the
backs of the metering service, right.

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I mean, if you know,
I was there in the early days as

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a GM, had a chance for
the team to build and launch a couple

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of tier run WS services. This
you're not running a cloud business unless you

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have a meting service out putting this
data on a daily basis, pretty much

275
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on a real time basis. And
that is what I'm you know, why

276
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the company continues to grow and was
on such a rapid pace of innovation.

277
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Let me actually give another anecdote between
pirical data for your audience. So I'd

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like, you know, for all
these folks to think about this, I

279
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don't know what, maybe two hundred
plus different AWS services over the last ten

280
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years fifteen years. You are not
going to find a single one, not

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a single one where they had to
retrack the pricing model for that they didn't

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get it right at the outset.
Oh that's a fair point. That's a

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00:21:26,960 --> 00:21:33,920
really good point. Typically you can
count on AWS pricing going down over time,

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but I can't recall a single instance
where prices have actually increased. Well,

285
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not just saying it's what I'm saying
is, you know, to get

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the model like, you know,
they sort of had a mea kupa oops,

287
00:21:45,440 --> 00:21:48,720
you know, this is not what
we intended. We didn't think it

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through. We're going to charge it
not this way, but this way.

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So they have consistently every time gotten
the model correct whatever new service that they're

290
00:21:57,359 --> 00:22:00,880
brought on, and they're innovating up
and down the stack, right infrastructure platform

291
00:22:00,880 --> 00:22:04,759
as a service, you know,
more and more increasingly applications. Right.

292
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So what I'm getting at is it's
not an accident. You know, it's

293
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not like you know, they've got
all the smart people under the sun and

294
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things like that. No, there's
a framework, there's a methodology. Knee

295
00:22:15,200 --> 00:22:22,920
Drink service is basically bubbling up the
intelligence, the data, and they're constantly

296
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looking at that eye vaws. You
know, all managers, gms and people

297
00:22:26,920 --> 00:22:30,160
who are building new things and existing
artifacts are constantly looking at this data and

298
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data is informing what is your customer
facing price points? Where should we dive

299
00:22:36,279 --> 00:22:38,599
that up? And is it time
to now give a discount? What are

300
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the usage patterns? Like I said, what is being used by whom?

301
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When? World bear how much?
So? Meeting is the backbone for cloud

302
00:22:48,880 --> 00:22:53,880
operations right on? So my background
infrastructure based, you know, I typically

303
00:22:53,920 --> 00:23:03,000
think about scale and utilization in terms
of you know, CPU memory, network

304
00:23:03,039 --> 00:23:14,559
bandwidth, all very foundational compute metrics. What's the what's the shift there to

305
00:23:14,640 --> 00:23:19,319
go from thinking about traditional infrastructure to
metering based What different things you have to

306
00:23:19,359 --> 00:23:23,359
start thinking about and start tracking?
Great question. Yeah, so this comes

307
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up also quite a bit. Okay, so almost everybody will have you know,

308
00:23:27,920 --> 00:23:30,319
you open your eyes. You want
to start writing for second lines of

309
00:23:30,400 --> 00:23:34,920
code for whatever iety application, business
building. You know, there's a checklist

310
00:23:34,920 --> 00:23:37,599
of things. You know, you're
going to drop in some kind of a

311
00:23:37,640 --> 00:23:41,680
monitoring tool, You're gonna drop in
some kind of a logging tool, and

312
00:23:41,720 --> 00:23:45,200
maybe soon thereafter you're gonna look to
maybe get some kind of an observability the

313
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moment you stand up some infrastructure.
Okay, all of that based stuff needed.

314
00:23:48,960 --> 00:23:55,440
Here's the thing, right, So
because meterining hasn't quite caught up to

315
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that checkbox, as we said,
you know, inevitably and at the end

316
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of the day, it is also
a event ingestion pipeline. So in that

317
00:24:03,920 --> 00:24:10,880
regard it is a close cousin to
the artifacts of observability on monitoring because it's

318
00:24:10,920 --> 00:24:14,519
basically the event ingestion. But here's
the kicker, here's the difference. So

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here's why again, all these companies
ended up building a meeting service, certainly

320
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at AWS and other large block providers
and others that we discussed metering events.

321
00:24:25,400 --> 00:24:30,799
Meter has to have attribution to who
is it on? Whose behalf is this

322
00:24:30,880 --> 00:24:34,880
event for? Okay, so you
know, unlike let's say logging, which

323
00:24:34,920 --> 00:24:38,039
is of course you're at tracking your
functions and your data execute, and what

324
00:24:38,079 --> 00:24:45,559
are metering is about usage. So
meter events will by design have to have

325
00:24:45,599 --> 00:24:49,559
an attribution this meter, this usage
event is on behalf of this person,

326
00:24:51,359 --> 00:24:56,759
customer, partner, system, cluster, whatever that is that you want to

327
00:24:56,799 --> 00:25:02,799
attribute that to. So that sort
of has to i'd like to say,

328
00:25:02,839 --> 00:25:07,119
sort of levels it a little bit
further up the stack, right, because

329
00:25:07,519 --> 00:25:11,400
at the logging level you may not
always have that attribution, and logging,

330
00:25:11,960 --> 00:25:17,960
you know, function a lot of
times, you know, like observability or

331
00:25:18,160 --> 00:25:21,319
APM, you know it's done on
the back end, just pushing through the

332
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Java stack. So metering is a
little bit of a higher level artifact.

333
00:25:26,359 --> 00:25:30,000
You need to have that attribution.
So then it puts you into the SDK

334
00:25:30,119 --> 00:25:33,599
and API layer and you have to
put it into your stack where either as

335
00:25:33,599 --> 00:25:36,400
part of your control plane or as
part of your data plane, so you

336
00:25:36,440 --> 00:25:41,880
can attribute whose behalf this is happening. Let me give a little bit more

337
00:25:42,880 --> 00:25:52,519
clarity to this. So you know, there's a whole fringe economy that has

338
00:25:52,559 --> 00:26:00,599
stood up on the backs of the
plug provider's bill, which is now cloud

339
00:26:00,599 --> 00:26:07,359
cost management. So you know,
the the intention is good, right,

340
00:26:07,440 --> 00:26:12,960
but I would challenge that one.
The problem has not been fully solved,

341
00:26:14,480 --> 00:26:21,519
and I think the methodology is fundamentally
flawed. Further highlight this distinction between metering

342
00:26:22,079 --> 00:26:26,480
and some of the other observability.
So, uh, a whole bunch of

343
00:26:26,559 --> 00:26:30,720
you know, I quite trying to
get I'm interested in seeing if there's one

344
00:26:30,720 --> 00:26:33,480
out there, but I think all
the companies that I've seen cloud cost management.

345
00:26:33,519 --> 00:26:36,400
The first thing they'll have you do
is log into give them your cloud

346
00:26:36,400 --> 00:26:41,319
provis commercials. It's something the bill
and you know, let's start parceling in

347
00:26:41,319 --> 00:26:48,000
and all of that. Uh,
I'll put this instead of pieces forward.

348
00:26:48,440 --> 00:26:51,839
At least when I was at a
WS and I think, I think this

349
00:26:51,920 --> 00:26:53,799
is fact. This is how it
is even today and plausive before I got

350
00:26:53,799 --> 00:26:59,880
there. Uh. And this is
general knowledge Amazon a W is in particular

351
00:27:00,119 --> 00:27:07,400
Nico about costs, saving costs,
uh, operational efficiency. Right, This

352
00:27:07,079 --> 00:27:11,400
was not you're working about it.
They talk about it. It's part of

353
00:27:11,440 --> 00:27:15,519
their culture, part of their leadership. And supposes pretend every year when you

354
00:27:15,559 --> 00:27:18,960
come in and you present the plan
for the next year, you have to

355
00:27:18,960 --> 00:27:27,000
have a chapter in your AH I
how you to take operation to become more

356
00:27:27,000 --> 00:27:33,640
efficient? I can categorically tell you. Will you think I used to wait

357
00:27:33,680 --> 00:27:37,480
for my bill, you have to
show up and then to the course of

358
00:27:37,559 --> 00:27:41,720
that and uh, with my strategy
and how I'm going to take costs out

359
00:27:41,759 --> 00:27:47,519
of my cloud? No, probably
not, that's right. I had a

360
00:27:47,559 --> 00:27:53,240
metrink service that I could leave on
that what is being used by whom when

361
00:27:53,279 --> 00:27:56,960
work were how much. I don't
need to go to anybody in accounting.

362
00:27:56,079 --> 00:27:59,920
I don't need to go to anybody
in finance. I don't need to be

363
00:28:00,079 --> 00:28:02,839
for the bill to show up.
I had a meet Drink service, and

364
00:28:02,880 --> 00:28:04,400
the mee Drink service is a data
warehouse, and I can tap into the

365
00:28:04,400 --> 00:28:08,880
grad data warehouse based on existing artifacts, dashboards and my own access into that.

366
00:28:10,559 --> 00:28:14,440
And I had visibility even before the
salespeople knew who was usually work on

367
00:28:14,480 --> 00:28:21,720
my service. That is cloud operations
for you. Well notice in the context

368
00:28:21,720 --> 00:28:23,759
of business, right, so yes, we uh, this is not a

369
00:28:23,839 --> 00:28:27,160
need are I mean? Our engineering
teams of course have logging and monitoring and

370
00:28:27,240 --> 00:28:30,680
visibility as you like you rightfully said, there's a need for that. You

371
00:28:30,720 --> 00:28:34,680
know, observability will track are you
up? Are you up? Are you

372
00:28:34,720 --> 00:28:38,240
down? Are you down? That
yes, they will tell you okay,

373
00:28:38,240 --> 00:28:42,039
how hot are you running? Are
you ninety percent percent? What's the need

374
00:28:42,119 --> 00:28:48,559
for that? Me? During is
telling me this user logged in, stayed

375
00:28:48,559 --> 00:28:57,319
on this instance for this long.
This user not the instant for this while

376
00:28:57,599 --> 00:29:03,200
they're logged out and shut it down? Right. I have that cor relationship

377
00:29:04,119 --> 00:29:08,880
too. That is what kne DRNK
is answering right, and that basically drives

378
00:29:08,880 --> 00:29:14,000
forward as a business, I leverage
that into my operations to be extended.

379
00:29:15,119 --> 00:29:21,279
So it literally is the electrical meter
on the back of your house, so

380
00:29:21,319 --> 00:29:27,720
the electric company can see exactly which
household used how much service. It's exactly

381
00:29:27,759 --> 00:29:32,119
that you know, and that's and
you know that's that's magical because yeah,

382
00:29:32,119 --> 00:29:34,319
that's where the term me drink comes
from. You know, it's not something

383
00:29:34,359 --> 00:29:37,720
that cloud providers in minted. It's
not something it is the term you know,

384
00:29:37,759 --> 00:29:41,319
me drain. Yes, this is
an infrastructure. As we said,

385
00:29:41,359 --> 00:29:44,880
it's elastic. It will go up
and down. People will dial it up

386
00:29:44,920 --> 00:29:48,279
and down. We cannot be flying
blind on this. We a w as

387
00:29:48,359 --> 00:29:52,599
themselves need to know first and foremost
who is using what and how much before

388
00:29:52,599 --> 00:29:56,200
they can do anything and go anything
further or build anything on top of it.

389
00:29:56,759 --> 00:30:00,599
So for them, this is the
first class citizen. So this right

390
00:30:00,759 --> 00:30:03,920
metering. If there's a hiccup on
the metering service inside it as one,

391
00:30:03,960 --> 00:30:08,480
there will never be I mean,
the house will come crashing down. It's

392
00:30:08,519 --> 00:30:11,119
like seve one. There's a beacon
that shows up like a red beacon that

393
00:30:11,160 --> 00:30:18,119
starts to spin. Internal dashboards you
know, so you know, which basically

394
00:30:18,160 --> 00:30:19,920
tells you that, yeah, open
up your sleeping bag, you're not going

395
00:30:21,000 --> 00:30:29,960
home. Okay, So but yeah, it is it is that critical everything,

396
00:30:30,720 --> 00:30:36,640
and so it's precisely that. And
therefore and now you think about,

397
00:30:36,680 --> 00:30:41,359
okay, so how come then we
have come along this far ten fifteen years

398
00:30:41,640 --> 00:30:45,880
into cloud And of course, you
know, many businesses have built successful businesses

399
00:30:45,920 --> 00:30:51,039
and some maybe today do not have
meeting services and they're doing reasonably well.

400
00:30:51,519 --> 00:30:52,720
I called out, you know,
the ones who really achieved a level of

401
00:30:52,720 --> 00:30:56,720
skill ultimately have built a meeting service, but there are many if not.

402
00:30:57,680 --> 00:31:00,799
And I think the reason for that
is, well, I think you know

403
00:31:00,839 --> 00:31:04,400
why it has gone on for so
long, but why from day one?

404
00:31:04,920 --> 00:31:08,400
Cloud providers had it because they had
no business if they didn't have Meetrink service

405
00:31:08,400 --> 00:31:12,279
started on day one. A couple
of things. One is I think that

406
00:31:12,400 --> 00:31:17,200
the business context was perhaps missing,
right, So of course, ultimately everything

407
00:31:17,279 --> 00:31:22,799
is driven inside an organization, particularly
started you know as a classical resource allocation

408
00:31:22,160 --> 00:31:26,119
discussion of good priorities. While you
could do a lot of things, what

409
00:31:26,119 --> 00:31:30,640
are the things that we do first? So the business narrative was perhaps missing,

410
00:31:30,680 --> 00:31:34,559
and the business narrative comes in the
form of usage based pricing incoming right,

411
00:31:34,640 --> 00:31:40,440
So that is the wake up call
because you may be running a large

412
00:31:40,480 --> 00:31:42,079
cloud business today, but you know, if your go to market is not

413
00:31:42,240 --> 00:31:47,839
usage based, then the business need, like I said, the business operational

414
00:31:47,880 --> 00:31:53,000
need for what is being used by
whom when what were how much never really

415
00:31:53,039 --> 00:31:59,000
came to the surface. And therefore
the injuring and product teams never built or

416
00:31:59,079 --> 00:32:02,440
needed to build meeting service, and
therefore they have gone on this long even

417
00:32:02,440 --> 00:32:08,000
though they're running successful businesses in the
cloud without having a meeting service the moment,

418
00:32:08,960 --> 00:32:12,720
so the business context was missing.
Now in the world of AWS and

419
00:32:12,759 --> 00:32:15,599
other cloud providers, some already had
the foresight, so they dated from day

420
00:32:15,599 --> 00:32:20,160
one and they have grown with it
because they knew that they could not do

421
00:32:20,200 --> 00:32:23,559
it otherwise. Because they're pricing plans
for a usage based from day one.

422
00:32:23,799 --> 00:32:28,079
So you will find that any company
that launched day one on usage base,

423
00:32:28,279 --> 00:32:31,160
this is guaranteed, well, you
will find a meeting service there. Okay,

424
00:32:31,839 --> 00:32:37,759
So the ones now who are shifting
to the model of usage basis,

425
00:32:37,920 --> 00:32:43,480
they are going to discover and I
think we're seeing increasingly when I said,

426
00:32:43,480 --> 00:32:45,160
we've got tailwinds. We're finding more
and more people are sort of nodding their

427
00:32:45,160 --> 00:32:49,599
head, yeah, i'd need this
artifact. In fact, some are asking

428
00:32:49,640 --> 00:32:52,200
for it by name now, so
still relatively early, but give it another

429
00:32:52,240 --> 00:32:55,720
year, two years, three years, this becomes a checkbox site for a

430
00:32:55,720 --> 00:33:01,440
cloud native system. Yeah, just
thinking through like the evolution of software,

431
00:33:01,480 --> 00:33:07,200
I think I see how this becomes
the path because if we go back,

432
00:33:07,880 --> 00:33:10,559
you know, twenty years ago,
if you needed a copy of Microsoft Office,

433
00:33:10,599 --> 00:33:15,720
you went down to the local computer
store and you bought. You know,

434
00:33:15,759 --> 00:33:20,200
if you're old enough, you bought, you bought it and brought the

435
00:33:20,240 --> 00:33:23,000
floppy disk back to your computer.
And then when modern technology hit, you

436
00:33:23,039 --> 00:33:29,240
went and bought the CD. And
then whenever they went to an online business

437
00:33:29,279 --> 00:33:32,359
model, it's still the same business
model for them, where you're paying for

438
00:33:32,440 --> 00:33:39,880
a seat of Microsoft Office. But
now with everything available on demand, a

439
00:33:39,920 --> 00:33:46,680
lot of companies are seeing increased competitors
because the ability to launch competitor, or

440
00:33:46,720 --> 00:33:51,480
the barrier to launch a business is
so much lower now, and so you

441
00:33:51,519 --> 00:33:55,400
have to find different ways to be
competitive. And one of the ways is

442
00:33:55,440 --> 00:34:01,359
to accurately price your product based on
utilization, and how do you measure utilization.

443
00:34:01,720 --> 00:34:06,480
Well, that seems that's the metering
aspect of it. So to me,

444
00:34:06,519 --> 00:34:13,159
it feels like there's a natural path
to this totally, and you know,

445
00:34:13,639 --> 00:34:16,000
and companies will spare by it like
I would. You know, I

446
00:34:16,039 --> 00:34:20,519
think if you take anybody from aw's
leadership, take them aside and say,

447
00:34:20,519 --> 00:34:22,280
hey, you know, tell us, you know, what are some of

448
00:34:22,280 --> 00:34:25,639
the core things that you got right
in the early days, you know,

449
00:34:25,679 --> 00:34:30,320
it's inevitable. You know they'll say
we got metering right, you know we

450
00:34:30,719 --> 00:34:36,159
because you can be flying blind and
and just on a whim and how to

451
00:34:36,199 --> 00:34:42,480
grow in business. So yes,
and I think the other things why we

452
00:34:42,559 --> 00:34:45,719
are still bullish, but I think
more than that now there's ample evidence and

453
00:34:45,039 --> 00:34:49,840
data that's sort of backing the pieces. So the shift to usage based pricing

454
00:34:49,840 --> 00:34:52,519
and building, I think you actually
just kind of going down that path,

455
00:34:52,639 --> 00:34:58,559
right, So how do you stay
competitive? It's cloud computings obviously level the

456
00:34:58,599 --> 00:35:01,800
playing field in terms of being access
to technology infrastructure or do you needed five

457
00:35:01,800 --> 00:35:05,320
million dollars just to kind of buy
Oracle and a bunch of other things to

458
00:35:05,360 --> 00:35:08,119
even get started. So it's been
a great level or I mean a couple

459
00:35:08,119 --> 00:35:10,360
of guys in the garage can put
out just as much, you know,

460
00:35:10,920 --> 00:35:15,000
in any other companies. So it's
all about time to market ideas. So

461
00:35:15,079 --> 00:35:17,760
in that realm, how do you
stay competitive? And I think people are

462
00:35:17,760 --> 00:35:22,599
finding that it's given that you're going
to have competitors, others are going to

463
00:35:22,840 --> 00:35:25,840
come into your space. So within
that, how do you bubble to the

464
00:35:25,880 --> 00:35:31,199
top. And there's this whole thing
being talked about called PLG product led growth

465
00:35:31,320 --> 00:35:37,239
or basically taking friction out from user
adoption from customer adoption, right, making

466
00:35:37,239 --> 00:35:43,639
that whole process a little bit more
more and more streamlined, more and more

467
00:35:44,519 --> 00:35:49,000
easy, and sort of the right
combination of cell service and kind of getting

468
00:35:49,079 --> 00:35:52,400
the customer situated to a point where
you know, and they know that,

469
00:35:52,480 --> 00:35:54,880
yeah, this is the right product
for me. And then maybe in sales

470
00:35:54,880 --> 00:35:58,519
and you kind of take it forward
from a cross sell up sell perspective.

471
00:35:58,559 --> 00:36:00,440
So this thing is loosely being talked
to by that in the realm of POG

472
00:36:00,599 --> 00:36:07,000
product growth. And this is again
how you know all of this is and

473
00:36:07,039 --> 00:36:12,239
going in the realm of competitive getting
out ahead. Customers have a lot of

474
00:36:12,280 --> 00:36:15,519
choices because they have a lot of
choices, but they don't have a lot

475
00:36:15,559 --> 00:36:19,280
of time. Everybody has still twenty
four hours in the day, but the

476
00:36:19,400 --> 00:36:22,639
choices are many, so companies will
have to figure out how do you how

477
00:36:22,679 --> 00:36:25,519
do you put yourself in the in
the shoes of your customers are users,

478
00:36:25,920 --> 00:36:30,360
They're only going to have limited time
in terms of giving trying to evaluate your

479
00:36:30,360 --> 00:36:34,039
product as there's five others that need
to look at. So how do you

480
00:36:34,079 --> 00:36:37,800
make it easy? And again,
metering is the underlying foundation if you want

481
00:36:37,840 --> 00:36:42,000
to successfully build a PLG motion think
about it. And again, you know

482
00:36:42,039 --> 00:36:45,639
this is well so obvious, but
sometimes not intuitive. I like to see

483
00:36:45,639 --> 00:36:51,920
with Joe, who's the biggest PLG
provider on the planets? Right? Sometimes

484
00:36:52,280 --> 00:36:54,400
people say, yeah, well,
you know my product is not conducive to

485
00:36:54,480 --> 00:37:00,159
a PLG motion. You know it
needs sales team right from the get go.

486
00:37:00,800 --> 00:37:02,440
I don't know. I mean I
look at three hundred services under their

487
00:37:04,039 --> 00:37:07,119
umbrella and c I aws up and
down the stack, and there's so many

488
00:37:07,159 --> 00:37:12,079
complicated service there services there own PLG
motion. Right, you get customers in,

489
00:37:12,800 --> 00:37:15,719
get them to start using something,
give them a good experience. And

490
00:37:15,760 --> 00:37:21,039
the whole idea is is uh usage
based pricing and linning. The ideas you

491
00:37:21,119 --> 00:37:25,559
take friction points out as they start
to fail. Give them a path to

492
00:37:25,599 --> 00:37:28,519
grow. I mean, why you
want to get in the way if they

493
00:37:28,519 --> 00:37:32,719
are naturally organically growing, Just let
them grow and then art. The fact

494
00:37:32,760 --> 00:37:37,039
that will allow you to do that
is it's a usage based model, right,

495
00:37:37,159 --> 00:37:39,239
So it's not a seat based because
seat based has these step functions.

496
00:37:39,239 --> 00:37:44,239
Somebody has to call somebody to go
from ten users to twenty users. But

497
00:37:44,400 --> 00:37:46,280
if it's a usage base, Okay, you know, I like your product,

498
00:37:46,320 --> 00:37:49,760
I'll keep using them, inviting others
in the company, right, just

499
00:37:49,880 --> 00:37:52,199
start using it. Later you can
come in with the sales team and maybe

500
00:37:52,280 --> 00:37:59,480
offer a longer term contract or to
do some promotion discountant kind of get Yeah,

501
00:37:59,519 --> 00:38:02,440
so that's how do you enable this. You got to have a meterrink

502
00:38:02,480 --> 00:38:07,760
artifact that is tracking again the customers
using how much where are they in my

503
00:38:08,400 --> 00:38:15,480
feet here a free trial, and
then there's the usage foot friends and so

504
00:38:15,840 --> 00:38:22,239
it's really the backbone for sort of
modern business models and business. Yeah.

505
00:38:22,280 --> 00:38:27,800
And from a product perspective, like
the metering data to me seems like it

506
00:38:27,840 --> 00:38:34,119
would be really really useful in understanding
what parts of your product are resonating with

507
00:38:34,280 --> 00:38:37,599
your users, because that's one of
the challenges of a startup is you build

508
00:38:37,639 --> 00:38:43,760
your product and then you have to
figure out like one of the things I

509
00:38:44,199 --> 00:38:47,800
frequently say is, when you launch
your product, you have to figure out

510
00:38:47,800 --> 00:38:53,719
what the difference between what you built
and what the customers thought you built was

511
00:38:54,000 --> 00:38:59,800
and closed that gap. And metering
seems like, if done correctly, it's

512
00:38:59,840 --> 00:39:06,119
good to just point that out like
a beacon. Totally correct. In fact,

513
00:39:06,119 --> 00:39:07,920
you know a little bit of a
good segue. So, but the

514
00:39:08,000 --> 00:39:12,679
name Amber Flow, let me tell
you how how sort of that came about.

515
00:39:12,719 --> 00:39:17,199
I think your audience might find this
intriguing. A so what I grew

516
00:39:17,280 --> 00:39:21,800
up or you know, for the
time I was at WS, the way

517
00:39:21,840 --> 00:39:27,840
I sort of internalized, you know, when I got understood you know,

518
00:39:28,039 --> 00:39:30,440
meat ring and how we were building
services, and then how we launched and

519
00:39:30,480 --> 00:39:36,400
the whole usage based business model,
how it drove organic growth and adoption.

520
00:39:37,880 --> 00:39:39,400
The vision I had in mind is, you know, if you think about

521
00:39:39,559 --> 00:39:44,079
meter I guess we've talked about and
we talked about that it is essentially an

522
00:39:44,119 --> 00:39:47,440
event stream, right, But it's
an event stream. Those events are really

523
00:39:47,480 --> 00:39:52,400
your points of gold. It's it's
like a liver river of money that's flowing,

524
00:39:52,480 --> 00:39:55,000
right, because what is being used
by whom, when, where how

525
00:39:55,119 --> 00:40:00,159
much? So the term amber flow
comes from embers of the color of gold.

526
00:40:00,159 --> 00:40:04,000
By the way, amber is also
the bright sky and sensfort and the

527
00:40:04,079 --> 00:40:07,880
flow is the river. So that's
sort of how, you know, just

528
00:40:08,119 --> 00:40:12,000
the concoction kind of came together,
because that's really what it is. Metering

529
00:40:12,159 --> 00:40:16,079
is that river off your business,
your goal, your money, your usage,

530
00:40:16,880 --> 00:40:23,360
and how can you operate without having
without giving it it's too It's true

531
00:40:24,920 --> 00:40:34,360
diligence and resources and making sure that
it's intact and scaling a yeah right,

532
00:40:34,599 --> 00:40:37,679
I love that analogy. You can
just reach down into the amber flow and

533
00:40:37,679 --> 00:40:44,840
scoop out however much you want,
that's right, yeah, right so,

534
00:40:45,880 --> 00:40:49,679
And that's frankly, that's how it
is with most you know, all cloud

535
00:40:49,679 --> 00:40:54,639
providers. It is this is the
service that tracks and whether your product,

536
00:40:54,679 --> 00:41:00,400
service, customer team, they're all
leveraging this this data set. Yeah,

537
00:41:01,079 --> 00:41:07,320
like the like the You've mentioned a
couple times that most companies end up building

538
00:41:07,400 --> 00:41:13,920
their own metering service because a service
didn't exist. But I can only imagine

539
00:41:14,599 --> 00:41:21,920
the number of questions that you have
to answer to get the metering service right.

540
00:41:22,880 --> 00:41:28,280
So in terms of amber Flow,
like what's the what's an onboarding experience

541
00:41:28,360 --> 00:41:32,000
look like? There? What?
What what is a potential user of amber

542
00:41:32,079 --> 00:41:37,800
flow need to know in order to
onboard with amber Flow? Yeah, yeah,

543
00:41:37,840 --> 00:41:40,480
I have a great question. So, uh, let me actually just

544
00:41:40,559 --> 00:41:46,320
I thought of something back to further
sort of distinction, because I'm sure,

545
00:41:46,360 --> 00:41:50,920
okay, if you are an engineer
product or engineering side, okay, you

546
00:41:50,960 --> 00:41:53,400
think you got but okay, I
still have questions. Why cannot I still

547
00:41:53,440 --> 00:41:58,039
do it through monitoring? Why can't
I ask it observably? Because you know,

548
00:41:59,119 --> 00:42:02,039
we grew up that way, right, So, and one of the

549
00:42:02,039 --> 00:42:07,119
things as well, you know,
as humans, it's how's the best way

550
00:42:07,159 --> 00:42:15,639
to say that? You know?
Sometimes you know, we just like to

551
00:42:15,639 --> 00:42:17,800
think see things from the lens that
we're comfortable with, right So we've grown

552
00:42:17,880 --> 00:42:24,599
up with so and you know what, That's just how it is. So

553
00:42:25,159 --> 00:42:30,280
anytime you're going to come across something
new, you're going to right away try

554
00:42:30,320 --> 00:42:31,199
to see Yeah, but you know, do I really need it? Isn't

555
00:42:31,239 --> 00:42:36,880
really that different. So there's a
period of where anytime you launch something new,

556
00:42:37,159 --> 00:42:40,000
we as the company or the institution
that is bringing that, you know,

557
00:42:40,039 --> 00:42:44,199
you have to be prepared to be
misunderstood for some period of time.

558
00:42:44,679 --> 00:42:46,440
That's totally okay. And I think
if you look back at any times.

559
00:42:46,960 --> 00:42:51,559
You know, also there's a great
adage that I've read somewhere. You know,

560
00:42:51,599 --> 00:42:57,480
all inventions seem impossible until they're invented, and then they seem inevitable.

561
00:43:00,920 --> 00:43:04,320
I just this one. I just
you know, I lean on this quite

562
00:43:04,320 --> 00:43:07,719
a bit. I think that's just
how things are. But anyway, so

563
00:43:07,840 --> 00:43:12,559
one of the things about metering is
and also you know, answer our question,

564
00:43:12,599 --> 00:43:16,480
so how do we onboard customers and
what they ask for? We do

565
00:43:16,559 --> 00:43:20,519
still get asked, Hey, look, I already have an ingestion pipeline.

566
00:43:20,519 --> 00:43:22,119
You know, I'm doing it through
logging, or I'm doing it through monitoring,

567
00:43:22,159 --> 00:43:25,719
I'm doing it through X, y
Z, and fair enough, I

568
00:43:25,719 --> 00:43:32,599
can even try to get it so
I can try to catch the attribution aspect

569
00:43:32,599 --> 00:43:37,519
of it, and I can have
just this and whatnot. Here's the problem

570
00:43:37,599 --> 00:43:43,280
with that, and this resonates.
See if we align on as we did,

571
00:43:43,719 --> 00:43:46,320
what the job of metering is to
give you that insight what has been

572
00:43:46,440 --> 00:43:51,199
used by whome, whin, what
where, how much? But also to

573
00:43:51,280 --> 00:43:55,920
do it accurately and consistently. Okay, now let's work our way backwards to

574
00:43:57,000 --> 00:44:02,000
how we can guarantee that accuracy and
the reason why. Then you need to

575
00:44:02,079 --> 00:44:09,519
have a separate meeting service. See
from the time where the event originates that

576
00:44:09,599 --> 00:44:13,920
you wish to track, could be
an IoT event, could be a system

577
00:44:13,960 --> 00:44:15,639
event, could be an EC two
event, could be a storage event,

578
00:44:15,679 --> 00:44:22,039
could be an API event. From
wherever the event is originating, if the

579
00:44:22,159 --> 00:44:29,159
event has done multiple hops by the
time it gets to your monitoring logging service,

580
00:44:29,360 --> 00:44:32,679
and then within that service it has
done multiple hops, and then you

581
00:44:32,719 --> 00:44:36,840
say, yeah, I have the
event, use it for pricing and building,

582
00:44:37,840 --> 00:44:42,000
you may be able to get by
for a little bit until somebody on

583
00:44:42,039 --> 00:44:46,599
the other end says, I don't
trust this bill. Tell me unpack the

584
00:44:46,599 --> 00:44:52,280
events that got me to this meter. Bill. Now you have a problem

585
00:44:52,480 --> 00:44:59,199
because who is going to take ownership
of that remediation. This is very typical.

586
00:44:59,239 --> 00:45:01,480
We see this all the time,
and companies trick over this unfortunately,

587
00:45:01,480 --> 00:45:05,079
even after the fact that they've decided
to go use in place pricing, and

588
00:45:05,119 --> 00:45:08,440
then until they encountered their first coutage
or this first kick up, and then

589
00:45:08,480 --> 00:45:12,400
you scramble. You know, one
person from finance, and one from accounting,

590
00:45:12,400 --> 00:45:15,320
and one from product and one from
support and one from engineering. And

591
00:45:15,840 --> 00:45:17,000
okay, what what happened? Well, we don't know what. We went

592
00:45:17,039 --> 00:45:20,800
to this system and then from this
system, and when this system it came

593
00:45:20,880 --> 00:45:22,440
into the data warehouse, and then
we did et L and then it went

594
00:45:22,519 --> 00:45:28,639
to relational and then we did this
somewhere the event got dropped. You have

595
00:45:29,239 --> 00:45:35,679
lost lineage. Okay, if you
have lost lineage your your you have you

596
00:45:35,760 --> 00:45:44,119
cannot back credibility after the metering guarantees
you that lineage. Therefore, the design

597
00:45:44,199 --> 00:45:50,880
thesis and the deployment model foring is
with metering clus as possible to where the

598
00:45:50,920 --> 00:45:57,920
original event is originally get there event
as strictly as directly into the metering services,

599
00:46:00,400 --> 00:46:05,760
and you eliminate these cops because guarantees
you if somebody's offering the meeting service

600
00:46:05,800 --> 00:46:10,400
as a as a as a product. After taking down with that page,

601
00:46:10,480 --> 00:46:17,440
walking through how you guarantee me accuracy
you know some of the things that I'm

602
00:46:17,440 --> 00:46:21,159
out planning now that yeah, this
is what we do. Yeah, so

603
00:46:21,400 --> 00:46:27,400
in the like in the past,
we would we would do things like annotate

604
00:46:27,440 --> 00:46:30,559
the logs, you know, annotate
them with a guid and that good could

605
00:46:30,559 --> 00:46:36,599
be associated with a specific sequence of
actions. But then even whenever it comes

606
00:46:36,639 --> 00:46:38,239
time, like you said, to
prove it, you have to go to

607
00:46:38,559 --> 00:46:45,760
all of these disconnected systems and search
for that guid and and hope it was

608
00:46:45,760 --> 00:46:49,880
there and that you know, nothing, nothing happened, and that it's it's

609
00:46:49,920 --> 00:46:53,559
able to be stored in a format
where you can parse and search by that.

610
00:46:54,000 --> 00:46:59,920
And so the mating service is a
completely different shift, so that it's

611
00:47:00,159 --> 00:47:05,400
an external thing, that its sole
job is to just store that data so

612
00:47:05,480 --> 00:47:09,199
you don't have to try and annotate
it at every piece of your infrastructure along

613
00:47:09,239 --> 00:47:14,920
the way, exactly. And you
do it once and you're set for life.

614
00:47:15,360 --> 00:47:19,920
And because therefore the reasons why and
then again you know why you went

615
00:47:19,960 --> 00:47:22,320
down the path of guid and all
that, and why you didn't think of

616
00:47:22,320 --> 00:47:24,360
a meeting service because the business demand
was not there. You know, maybe

617
00:47:24,360 --> 00:47:28,679
once in a while that request came
out, right or once in a while,

618
00:47:28,719 --> 00:47:31,239
you know, and then it was
really more engineering request and a support

619
00:47:31,280 --> 00:47:37,320
request rather than a customer accounting revenue
rec issue. Right that has to be

620
00:47:37,159 --> 00:47:42,280
you cannot just charge somebody around the
amount that is just in fact, you

621
00:47:42,320 --> 00:47:45,639
know, we get called out for
that, right that's you know, so

622
00:47:46,360 --> 00:47:50,400
you know you have to do accurate
billing. You can only charge for for

623
00:47:50,440 --> 00:47:53,840
what is out to you. So
you know, those are federated, you

624
00:47:53,880 --> 00:47:58,880
know, federally mandated statutes. So
therefore, now there's this onus that is

625
00:47:58,880 --> 00:48:01,599
coming down to product in engineering teams. This may not be just a one

626
00:48:01,639 --> 00:48:05,000
off thing that we might hear once
in every six months or something, and

627
00:48:05,000 --> 00:48:07,960
it's okay, we can scramble some
resources and do that, you know.

628
00:48:07,119 --> 00:48:09,639
I mean, some customers might just
want to ask, hey, I give

629
00:48:09,639 --> 00:48:15,599
me visibility into did I actually use
this much? And amber Flow system will

630
00:48:15,599 --> 00:48:19,360
give you the full lineage of the
entire meter bill, track it all the

631
00:48:19,360 --> 00:48:21,639
way back, and you want to
send them a list of those events that

632
00:48:22,440 --> 00:48:25,599
aggregated into the invoice. Have at
it. It's right there at your disposal

633
00:48:28,000 --> 00:48:34,159
right on. That's cool. That's
cool. And so I'm assuming that Amberflow,

634
00:48:36,360 --> 00:48:39,920
the pricing model of that is a
metered service. Yeah, so you

635
00:48:39,960 --> 00:48:45,480
know we do, like I said, you know, so we have We're

636
00:48:45,480 --> 00:48:50,559
proud of this fact, the world's
most rich, full feature fully managed cloud

637
00:48:50,679 --> 00:48:54,280
metrink service at scale. Yeah,
we're proud of the fact, you know,

638
00:48:54,840 --> 00:49:00,679
one of our larger customers today already
sending US four billion meter events a

639
00:49:00,760 --> 00:49:07,239
day. Okay, And because they
get it, like you know, they

640
00:49:07,239 --> 00:49:12,440
are shifting lock stock and barrel everything
their entire product portfolio to usage based pricing

641
00:49:12,440 --> 00:49:17,920
and billing. It starts with accurate
metering. Accurate accuracy is key. So

642
00:49:19,199 --> 00:49:22,719
events come into Amber flow raw events, they get aggregated, they get sliced

643
00:49:22,760 --> 00:49:28,440
over timestream, and now you have
a system of usage or what is being

644
00:49:28,519 --> 00:49:30,280
used by whom, when, what
wear how much? So that is our

645
00:49:30,400 --> 00:49:36,000
metering service. We view a meeting
service as a platform, horizontal platform service,

646
00:49:36,840 --> 00:49:39,079
and then on top of that we
offer you what we call our billing

647
00:49:39,119 --> 00:49:43,400
cloud, which is what we consider
an application that sits on top of the

648
00:49:43,480 --> 00:49:47,280
metering platform. Our billing cloud then
gives you all the customer facing artifacts for

649
00:49:47,320 --> 00:49:52,480
you to build flexible usage based pricing
plan. You want to charge on APIs,

650
00:49:52,559 --> 00:49:54,840
you want to charge on a peered
model, you want to and then

651
00:49:54,960 --> 00:49:58,800
charge on prepaid, you want to
charge on commits, you want to do

652
00:49:58,920 --> 00:50:06,599
promotions, discount and our billing cloud
then generates on demand real time metered invoicing

653
00:50:06,639 --> 00:50:13,559
and building. So that's how the
platform comes together. Wow, that's cool.

654
00:50:13,800 --> 00:50:17,639
That's super impressive. Yeah, and
you know it's taken a while,

655
00:50:19,280 --> 00:50:22,880
you know, and therefore, like
you know, we started talking about three

656
00:50:22,920 --> 00:50:24,880
years in and you know, we
were at least for about a year and

657
00:50:24,920 --> 00:50:30,000
a half just in core development.
I mean, this is something that uh

658
00:50:30,360 --> 00:50:36,559
credit to my early investors. We
were front with them about this that he

659
00:50:37,360 --> 00:50:39,480
as I was selling yearly about sort
of the Silken Valley story that you know,

660
00:50:40,239 --> 00:50:44,000
this is not a fly light night
thing, you know, and not

661
00:50:44,239 --> 00:50:45,639
in four months. You know,
don't don't come asking us, you know,

662
00:50:45,679 --> 00:50:50,920
what is the arr It's going to
take us a while to be and

663
00:50:50,960 --> 00:50:55,440
you know this is you know,
this is like, ah, I'm really

664
00:50:55,480 --> 00:51:00,480
kind of wrapped up around this because
I think a lot more in a could

665
00:51:00,519 --> 00:51:04,840
be happening as I think if it's
just the Silkon Valley was perhaps a little

666
00:51:04,880 --> 00:51:08,320
bit more open to It takes time. It takes time to build something that

667
00:51:08,440 --> 00:51:13,840
is differentiated, that is sustainable.
And I say that again you know,

668
00:51:14,280 --> 00:51:21,280
look that's the GM for Amazon Cloud
Search, one of the services, and

669
00:51:21,320 --> 00:51:24,320
then later our team also launched Amazon
Elastic Search, which is now called Amazon

670
00:51:24,360 --> 00:51:30,920
open Search. Cloud Search took two
and a half years to build before we

671
00:51:30,960 --> 00:51:35,920
saw the light of day, before
we got a first data customer. Wow,

672
00:51:36,400 --> 00:51:40,800
that's an Amazon scale will Yeah.
Red Shift my good friend, you

673
00:51:40,800 --> 00:51:45,880
know, and Ra Gutta who is
also running a startup. Red Shift to

674
00:51:47,960 --> 00:51:52,559
over three years before it saw the
light of day, and you know,

675
00:51:52,599 --> 00:51:58,920
and therefore these are now multi billion
dollar businesses and sid ws. You know,

676
00:51:59,000 --> 00:52:02,360
you want to think you want to
do something big, it takes time,

677
00:52:02,440 --> 00:52:07,199
you know that, it takes time
to think this thing through and build

678
00:52:07,239 --> 00:52:15,199
that full set of capabilities that will
be differentiated, that will be meaningful.

679
00:52:15,239 --> 00:52:22,480
So anyhow, so that's sort of
been our story of glad to say that

680
00:52:22,599 --> 00:52:30,320
we found alignment in the lester that
we got who understood and I was willing

681
00:52:30,320 --> 00:52:34,679
to play a little bit of a
different, you know, playbook than the

682
00:52:34,760 --> 00:52:37,400
traditional is great. Up. Yeah, congratulations for sure on that, because

683
00:52:37,400 --> 00:52:45,880
that is not your average investor who's
willing to invest for a long investment or

684
00:52:45,880 --> 00:52:50,440
a long payoff like that. It's
it's something we've gotten spoiled with over the

685
00:52:50,519 --> 00:52:55,400
last I don't know, twenty years, and I think I think that's very

686
00:52:55,440 --> 00:52:59,519
short sighted. Like you mentioned,
you know, some of these products take

687
00:53:00,280 --> 00:53:07,159
a long time to build, and
you you have to be very disciplined and

688
00:53:07,239 --> 00:53:12,639
focused in what you're trying to build
to commit to holding back the release date

689
00:53:12,719 --> 00:53:15,440
until you have the product that does
what you know it should be doing.

690
00:53:16,360 --> 00:53:20,159
That's right, bro. Yeah.
And you know, and I think especially

691
00:53:20,199 --> 00:53:23,280
in tech, particularly in software,
right because you know, there are a

692
00:53:23,320 --> 00:53:28,079
few things that if you don't get
it right from the outset, you just

693
00:53:28,079 --> 00:53:30,920
cannot go back and revisit. Right. You know this better than anybody else,

694
00:53:30,000 --> 00:53:36,199
right, So that is the thing, And that's why it's a combination

695
00:53:36,280 --> 00:53:42,480
of you know, right, environment, support from leadership, because if you

696
00:53:42,559 --> 00:53:45,119
feel pressure to just go, I
gotta logic, I raise money, I

697
00:53:45,159 --> 00:53:50,000
gotta go and start showing some R
and forty six, you're gonna shortcut on

698
00:53:50,079 --> 00:53:53,800
those choices, yes, and you
can never go back and revisit them.

699
00:53:54,280 --> 00:54:00,480
And one of the things that we
wanted to do, I know, I'll

700
00:54:00,519 --> 00:54:02,920
share this sort of with your audience
a little bit of our sort of internal

701
00:54:06,920 --> 00:54:12,480
ip and thesis. So you know, we talked about the whole lineage of

702
00:54:12,519 --> 00:54:15,360
the events and all of that.
Right now, you know what, well,

703
00:54:15,480 --> 00:54:20,559
so well, I've given you the
pictures. I'm offering as a vendor

704
00:54:20,599 --> 00:54:24,960
a metering service, right, And
it's basically a like anw quote unquote black

705
00:54:25,000 --> 00:54:29,079
box. Yeah, I guarantee you
send me the raw event and outcome.

706
00:54:29,280 --> 00:54:31,079
I'll send you the aggregated view,
and we are the system of record and

707
00:54:31,119 --> 00:54:36,199
you can lean on my service and
you can hold us accountable for the accuracy.

708
00:54:36,199 --> 00:54:40,280
Okay, we make that guarantee.
Now, if you are for a

709
00:54:40,280 --> 00:54:45,280
moment inside my company and you're in
our product and engineering discussion as well,

710
00:54:45,679 --> 00:54:47,079
we still have the same problem to
solve internally, right. I mean,

711
00:54:47,079 --> 00:54:52,360
if if my architecture is ten different
things and things are going, you know,

712
00:54:52,400 --> 00:54:57,360
there's different artifacts, I still have
to manage this lineage and an audit

713
00:54:57,360 --> 00:55:00,840
trail of the event. So what
is that architecture? Right? And uh?

714
00:55:01,880 --> 00:55:08,800
And that's why you know, having
the right ecosystem partners, investors,

715
00:55:09,280 --> 00:55:16,519
team technology, product and engineers,
it's really that unique combination. So what

716
00:55:16,639 --> 00:55:21,800
else share with you is, look, you know you can put some very

717
00:55:21,880 --> 00:55:23,960
smart engineers together and say hey,
let's go a detective metering service. Right

718
00:55:24,000 --> 00:55:27,760
now, you come from technical background
and say, okay, so what is

719
00:55:27,760 --> 00:55:30,800
a metering service? Well, it's
an invent ingestion system. So I'm going

720
00:55:30,800 --> 00:55:32,880
to need a cofa Okay, so
let's put a coffea in place. Well,

721
00:55:32,920 --> 00:55:36,400
there's data flowing and so I'm going
to need a data warehouse, Okay,

722
00:55:36,400 --> 00:55:38,679
so let's let's put that in place. Well, there's some state management

723
00:55:38,800 --> 00:55:40,719
and then there's a few other things
that I'm going to have to kind of

724
00:55:40,719 --> 00:55:45,000
connect. So I'm going to need
to have a relational database work sort of

725
00:55:45,079 --> 00:55:47,960
quick response. I'm going to put
a relational database in place, okay,

726
00:55:49,000 --> 00:55:52,000
and you know, and you would
come up with a pretty good meterrink service.

727
00:55:53,079 --> 00:55:58,039
Well, I can share with you
that we don't use any of that,

728
00:56:00,760 --> 00:56:04,039
and there's a reason for it,
right And it's not just you know,

729
00:56:04,119 --> 00:56:06,719
put a chick on my shoulder.
But what is it that you are

730
00:56:06,800 --> 00:56:08,800
after? What is it that you're
designing? So this is what I'm referring

731
00:56:08,800 --> 00:56:14,199
to. What is the quartino?
Is that design? He says, what

732
00:56:14,320 --> 00:56:17,000
is your ultimate long term goal?
Our ultimate long term goal is what I've

733
00:56:17,039 --> 00:56:20,920
already applied with you and your audience
that you know we we are going to

734
00:56:20,920 --> 00:56:24,400
be the metrink service with this,
you have a metrinks need for a metrink

735
00:56:24,400 --> 00:56:29,119
service. I am telling you right
now and if I fall short of this,

736
00:56:29,280 --> 00:56:30,679
you can just callow me out of
anyone of your audiences going to write

737
00:56:30,679 --> 00:56:37,199
to me, we are going to
be the best most features, the best

738
00:56:37,320 --> 00:56:40,679
price performance metrince service you can find
on this project. Yeah, you know

739
00:56:40,760 --> 00:56:44,440
your your passion in that when you
were when you were talking about that,

740
00:56:44,639 --> 00:56:47,760
just like your passion just like really
came through and it was that was very

741
00:56:47,880 --> 00:56:53,119
very cool to see because there's no
disputing, like you can just hear it

742
00:56:53,159 --> 00:56:55,760
in your voice. There's no disputing
what you said. You can just tell

743
00:56:55,760 --> 00:57:00,960
that you believe it with every cell
in your body. But another thing that

744
00:57:00,239 --> 00:57:06,320
stood out to me there was one
of the challenges a lot of companies face

745
00:57:07,280 --> 00:57:12,760
is your engineers building your product have
to actually use that product to see it

746
00:57:13,519 --> 00:57:19,159
as your customers would see it.
But that's just built into your business model,

747
00:57:19,239 --> 00:57:22,639
Like you are one hundred percent dependent
on your own product for success as

748
00:57:22,639 --> 00:57:27,840
a company because that's yours. You
know, it's not only how you make

749
00:57:27,880 --> 00:57:32,239
your money, but it's how you
bill your customers to make your money.

750
00:57:32,840 --> 00:57:37,800
That's a that's again a very astute
observation on your part. One hundred percent

751
00:57:37,880 --> 00:57:40,840
yes, by the way, and
this was also something that was part of

752
00:57:40,880 --> 00:57:45,440
the excitement of starting this company.
You know, I thought this to,

753
00:57:45,519 --> 00:57:49,400
hey, we're going to be amber
Flow and Amberflow that's how we call it.

754
00:57:52,000 --> 00:57:55,639
So uh and you know, I'll
also sort of connect to that squad

755
00:57:55,679 --> 00:58:00,519
again, one of those things very
obvious. Maybe some companies just kind of

756
00:58:00,599 --> 00:58:07,039
lucky in that regard, but I'll
tell you where that awareness was there even

757
00:58:07,079 --> 00:58:09,039
before starting the company. It's easy
to say, oh, we knew that,

758
00:58:09,039 --> 00:58:14,639
but I'll actually even bring some credibility
to that. When I got hired

759
00:58:14,639 --> 00:58:19,880
into AWS back in twenty eleven,
we were my charter was to build Amazon

760
00:58:19,920 --> 00:58:25,079
cloud Search, which arguably was probably
our first quote unquote pass service. Everything

761
00:58:25,079 --> 00:58:29,079
else was infrastructure you think about it, red compute storage, you know,

762
00:58:29,159 --> 00:58:32,199
e C two. So search is
a little bit a little bit further up

763
00:58:32,239 --> 00:58:37,760
the stack. And so cloud Search, internally we were referring to cloud Search

764
00:58:37,840 --> 00:58:43,719
was sort of the first pass service
built natively, that was built first past

765
00:58:43,760 --> 00:58:49,360
eight WS service that was built using
a WS. Okay, so underneath cloud

766
00:58:49,360 --> 00:58:51,519
Search maybe different now, but you
know, back in the day, I

767
00:58:51,559 --> 00:58:59,760
think we were using travel thirteen different
eight WS services to build that. That's

768
00:58:59,760 --> 00:59:02,199
why's going on behind the scenes and
cloud search. So this concept of you

769
00:59:02,239 --> 00:59:08,639
know, uh, first AWS service
using AWS. Uh you know, so

770
00:59:08,679 --> 00:59:12,320
I had some awareness that and the
same thing here so Amber phone, amberfo,

771
00:59:12,639 --> 00:59:15,800
we are we started a day with
our own daily dashboards that are being

772
00:59:15,840 --> 00:59:20,679
delivered to us from my Metrix service
on what has been used by whom then

773
00:59:20,800 --> 00:59:24,079
want to wear how much from our
customers? Oh that's so cool. And

774
00:59:24,599 --> 00:59:30,519
just to comment on open search real
quick, I was. I was very

775
00:59:30,559 --> 00:59:36,559
excited when that product released because I
had spent years prior to that managing my

776
00:59:36,679 --> 00:59:43,559
own elastic search clusters and you know, running the JA the JMX metrics,

777
00:59:44,159 --> 00:59:47,760
monitoring the heap stack, waiting for
that node to crash so that I could

778
00:59:47,800 --> 00:59:52,400
detect it and replace it, and
then trying to avoid the split brain and

779
00:59:52,440 --> 00:59:58,320
maintain availability so to be able to
just pay AWS money to get out of

780
00:59:58,360 --> 01:00:02,039
that business. I I couldn't hand
over my credit card fast enough. Go

781
01:00:02,400 --> 01:00:07,000
Yeah, yeah, I know.
That's you know, that's been the foundation

782
01:00:07,079 --> 01:00:08,559
for any of the service. I
mean, that's one of the template at

783
01:00:08,559 --> 01:00:15,079
AWS and and other cloud providers,
right open source and then basically wrapping it

784
01:00:15,119 --> 01:00:22,880
into the cloud ecosystem right on.
Yeah cool, Well we are just crossing

785
01:00:23,039 --> 01:00:28,840
an hour here. So if if
our listeners are interested in learning more about

786
01:00:28,920 --> 01:00:31,159
metering or want to get in contact
with you, what kind of resources have

787
01:00:31,239 --> 01:00:35,039
you got for them? Yeah?
Sure thing, Well, so best decided

788
01:00:35,079 --> 01:00:42,639
tote you to just land on our
website dot amberflow dot io and a lot

789
01:00:42,639 --> 01:00:46,360
of information there. We have a
full set of documentation docs that are available

790
01:00:46,400 --> 01:00:50,760
to you. You can ready quit
the unpack. What are these artifacts?

791
01:00:50,840 --> 01:00:53,519
What are some of the design patterns? How to engage with them? But

792
01:00:53,599 --> 01:00:57,400
please you know, as you're on
the website, look around, drop us

793
01:00:57,400 --> 01:01:00,880
a note. Love to connect with
you if you are thinking about usage based

794
01:01:00,920 --> 01:01:05,519
pricing and building those things attached,
I'm always happy to compare, share some

795
01:01:05,639 --> 01:01:08,960
notes lessons learned if you're already down
the path of usage based pricing and building.

796
01:01:09,280 --> 01:01:13,239
Happy to compare some notes if you're
running into some friction areas and how

797
01:01:13,320 --> 01:01:15,280
you might streamline it. But yeah, welcome you to come back on a

798
01:01:15,320 --> 01:01:21,920
website. Awesome. Well, this
has been a really exciting conversation for me.

799
01:01:22,159 --> 01:01:24,559
It's been insightful, eye opening,
and I've really enjoyed it. So

800
01:01:24,599 --> 01:01:27,880
thank you for taking the time out
of your day to join me here.

801
01:01:28,719 --> 01:01:30,480
Oh my pleasure Will. It was
very exciting for me, just I'm just

802
01:01:30,519 --> 01:01:36,159
kind of went by, all right. Thank you and thanks for listening everyone,

803
01:01:36,159 --> 01:01:38,239
and we will see all in the
next episode.
