The Future of Data Storage September 7, 2012Posted by krishparikh in 2012, big data, enterprise 2.0, enterprise infrastructure, startups, Storage.
Tags: Data Storage, Event, Flash Memory, Nimble Storage, Nutanix, Tintri, XtremIO
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In the so-called age of “big data”, enterprises will need to contend not only the sheer volume of data they generate (ranging from hundreds to thousands of terabytes), but also to manage the velocity and variety of these new data streams. (1) To put these numbers in perspective, imagine each enterprise storing and analyzing data equivalent to the volume of information catalogued by the US Library of Congress every year! (2)
Recognizing that this explosion of storage growth cannot be managed by legacy infrastructure, both investors and storage vendors are betting on flash memory as the technology to keep pace with the growing data challenges faced by enterprises. Incumbents EMC and IBM have recently made strategic acquisitions in all-flash storage companies XtremIO and Texas Memory Systems to augment their legacy storage solutions. Meanwhile startups Pure Storage and Nutanix have raised large rounds of growth financing, further validating that investors are also bullish on the flash storage trend.
We at Lightspeed were early believers in the disruptive power of flash memory in next-generation storage systems. (3) The decreasing cost of flash memory driven by widespread adoption in consumer devices, coupled with data access and retrieval times 10-100x faster than rotating disk, and a power and physical footprint 10 times smaller than disk well positioned flash to be the transformative storage technology in the datacenter. Our early investments in component technologies (Link-a-Media, Pliant Technology, Fusion-io), systems companies (XtremIO), and software technologies (IO Turbine) centered around flash memory have validated that hypothesis.
To better understand the role of flash memory and its impact on performance, capacity, energy usage, and cost in next-generation storage systems, I invite you to join me at the Future of Data Storage event on September 18 in San Francisco. Hosted by BTIG and moderated by Andrew Reichman, principal analyst with Forrester Research covering infrastructure and storage technologies, the event will bring together five leading companies focused on driving innovation around data storage in the enterprise:
- Nimble Storage is creating hybrid storage systems that converge primary storage, backup storage, and data protection technology in a single appliance.
- Nutanix is creating converged storage and compute appliances that allow enterprises to build Google-like, scale-out datacenters
- Pure Storage is creating all-flash enterprise storage arrays focused on delivering high performance at cost effective price points.
- Tintri is creating storage systems optimized for virtual machines, improving the manageability and cost-effectiveness of virtualized workloads.
- Virident is creating PCIe flash accelerator cards that allow frequently used data to sit closer to the CPU in servers.
As we look toward the future, startups will continue to innovate around flash memory, creating next-generation storage systems stitched together with intelligent software to disrupt existing markets based on disk architectures.
If you are interested in joining us at the event please email eventRSVP@lsvp.com along with your name and contact information. Webcasting will also be available.
I look forward to exploring these trends further during the Future of Data Storage event from the lens of five emerging startups – hope to see you there!
(1) McKinsey Global Institute Report “Big data: The next frontier for innovation, competition, and productivity”
(2) Library of Congress Website, January 2012 Data: As of January 2012, the Library has collected about 285 terabytes of web archive data growing at a rate of about 5 terabytes per month.
Follow us on twitter at @lightspeedvp for more information on the future of storage and events like these.
Nutanix launches and a new era for data center computing is born — No SAN or NAS required! August 16, 2011Posted by ravimhatre in 2011, Cloud Computing, data, database, datacenter, enterprise infrastructure, Infrastructure, platforms, Portfolio Company blogs, startup, startups, Storage, Uncategorized.
Tags: data center, datacenter, nas, san, storage, virtualization, vmware
The Nutanix team (ex-Googlers, VMWare, and Asterdata alums) have been quietly working to create the world’s first high-performance appliance that enables IT to deploy a complete data center environment (compute, storage, network) from a single 2U appliance.
The platform also scales to much larger configurations with zero downtime or admin changes and users can run a broard array of mixed workloads from mail/print/file servers to databases to back-office applications without having to make upfront decisions about where or how to allocate their scare hardware resources.
For the first time an IT administrator in a small or mid-sized company or a branch office can plug in his or her virtual data center and be up/running in a matter of minutes.
Some of the most disruptive elements of Nutanix’s technology which enable the customer to avoid expensive SAN and NAS investments typically required for true data center computing are aptly described on company’s blog – http://www.nutanix.com/blog/.
Take a look. We believe this represents the beginning of the next generation in data center computing.
We continue to be very enthusiastic about the tremendous amount of opportunity in the Enterprise Infrastructure sector for 2011. In the past few years, we’ve seen significant innovation in technologies such as virtualization, flash memory and distributed databases and applications. When combined with business model shifts (cloud computing) and strong macroeconomic forces (reduced R&D budgets), a “perfect storm” is created where the IT ecosystem becomes ripe for disruption. Startups can take advantage of the changing seas and ride the subsequent waves to emerge as leaders in new categories. For this post, I’ll highlight three categories where I believe we’ll see significant enterprise adoption in 2011 – big data solutions, use cases for cloud and virtualizing the network. Startups in these categories are now at the point where ideas have become stable products and science experiments have transformed into solutions.
1. BIG DATA SOLUTIONS GROW UP
There’s been a lot of “big noise” about “Big Data” for the past couple of years but, there has been “little” clarity for the traditional Enterprise customer. Hadoop, Map Reduce, Cassandra, NoSQL – all interesting ideas, but what Enterprise IT needs is solutions. Solutions come when there are products optimized to solve the challenges with specific applications. Most of the exciting, fast growing technology companies we hear about daily (Facebook, Zynga, Twitter, Groupon, LinkedIn, Google, etc) are incredibly efficient data-centric businesses. These companies collect, analyze and leverage massive amounts of data and use it as a fundamental competitive weapon. In terms of really working with “Big Data,” Google started it. Larry and Serge taught the world that analyzing more information generates better results than any algorithm. These high-profile web companies created technologies to solve problems other companies had not faced before. In this copycat world we live in, Enterprise IT is ready to follow the consumer-tech leaders. The best enterprise companies are working hard to leverage vast amounts of data in order to make better decisions and deliver better products. At Lightspeed, we invested in companies like DataStax (www.datastax.com) and MapR Technologies (www.maprtech.com) because these are startups building solutions that enable Enterprise IT to work with promising Big Data platforms like Cassandra and Hadoop. With enterprise-grade solutions now available, I expect 2011 to be a year when tinkering leaps to full-scale engagement because these new platforms will deliver a meaningful advantage to Enterprise customers.
2. CLOUD COMPUTING FINDS ITS ENTERPRISE USE CASES
The hype around “Cloud Computing” is officially everywhere. My mom, who is in her sixties (sorry Mom) and just learned to text, recently asked me about Cloud Computing. Apparently she’s seen the commercials. In Enterprise IT circles and VC offices, there’s a lot of discussion around “Public” clouds vs. “Private” clouds; Infrastructure as a Service vs. Platforms as a Service; and the pros and cons of each. It’s all valuable theoretical debate, but people need to focus on the use cases and the specific economics of a particular “cloud” or platform configuration. As of right now, not every Enterprise IT use case fits the cloud model. In fact, most don’t. But there are three in particular that definitely do — application management, network and systems management and tier 2 and 3 storage. At Lightspeed, we’ve invested in a number of companies such as AppDynamics (www.appdynamics.com) and Cirtas (www.cirtas.com) which deliver solutions that are designed from the ground up to enable enterprise class customers to leverage the fundamental advantages of “Cloud Computing” – agility, leveraged resources, and a flexible cost model. Highly dynamic, distributed applications are being developed at an accelerating rate and represent an ideal use case for cloud environments when coupled with a solution like the one offered by AppDynamics which drives resource utilization based on application level demands. Similarly, Enterprise IT storage buyers have gotten smarter about tiering data among various levels of storage media, and infrequently accessed data is a great fit for cloud storage. Cloud controllers like the one offered by Cirtas enable enterprises to have the performance, security and reliability they are used to with traditional internal solutions but leverage the economics of the cloud.
3. VIRTUALIZING THE NETWORK
To date, the story of virtualization has been primarily about servers and storage. Tremendous innovation from VMware led the way for an entirely new set of companies to emerge in the data center infrastructure ecosystem. At Lightspeed, we talk about the fundamental pillars of the data center as application and systems management, servers, storage, and networking. Given all the advancement and activity around the first three, I think it’s about time the network caught up. As Enterprise IT continues to virtualize more of the data center and adopts cloud computing models (public or private), the network fundamentals are being forced to evolve as well. Networking solutions that decouple hardware from software are better aligned with the data center of the future. Companies such as Embrane (www.embrane.com) and Nicira Networks (www.nicira.com) are tackling this challenge head on and I believe 2011 will be the year where this fundamental segment of data center infrastructure starts to see meaningful momentum.
2007 Enterprise Technology Predictions January 5, 2007Posted by John Vrionis in Digital Media, Infrastructure, Security, startups, Storage, Venture Capital, WiMax.
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First – Happy New Year! The Lightspeed Team is very excited about the prospects for 2007. We’re just getting rolling with our blog here and hopeful it can be a positive resource to let you know how and why we approach things the way we do.
I wanted to follow up on Jeremy’s post earlier this week 2007 Consumer Internet Predictions and share some of my thoughts regarding areas we’ll be watching closely this year. Full disclosure – I didn’t fully realize how hard blogging is. I’m really nervous! I have a lot more respect for all of you who routinely put yourself out there for the world to read about. But I do think there needs to be a lot more transparency from the VC community, so here goes…
1. Where are the NEW IDEAS in security? Despite the venture community pouring hundreds of millions into best-of-breed, segmented security solutions, it turns out customers want to buy and manage one complete, layered suite. The problem is that with 200,000 pieces of malicious code officially logged (100,000 of those appearing in the past 18 months according to McAfee’s AVERT Labs), the model for traditional anit-virus programs looks less and less exciting. The good news is that most experts finally agree that ridding software of vulnerabilities at the code level is the best defense. It would seem to me that companies such as Fortify Software and Mu Security are on the right track. So what’s next then? Mobile security is a relatively untapped (huge) opportunity. Two of the of the fastest growing things I can think of – social networking websites (Facebook and MySpace) and the proliferation of intelligent mobile devices serve as great mediums to spread malicious code – even if enterprises are well prepared!
2. Intelligent storage solutions. Talking with CIO’s from Lightspeed’s CIO Forum, I get a lot of great feedback about what the priorities are for 2007. One consistent message (complaint) I hear is regarding the explosive growth in unstructured data and the associated storage costs. Despite the continued decline in disk costs, overall storage costs as a result of needed capacity and performance, not to mention space and power, continues to be a major concern for CIOs. I’m hopeful 2007 is a year where we see more exciting new ideas about how to manage data intelligently over pure performance or blind capacity.
3. WiMax – Why not? I’m really excited about WiMax. As mentioned in a recent post by Katie on GigaOM, the mutiplayer chess match is just starting to heat up as massive players such as Sprint and Clearwire manage the infrastructure buildouts and work with the likes of Nokia and Motorola. I have this grand vision where some day there will be super cheap WiMax (only) enabled devices that are perfect for SMS, IM, sharing pictures and video, and VoIP calls. They’ll be available in vending machines and a quick password entry (or biometric signature) will instantly customize the device for your personal use (as all your information will inevitably be in the cloud). Ok – I know it’s a bit out there and I don’t think that happens in 2007 (probably not in 2008 either) but as I said, I’m excited about the possibilities that come with ubiquitous, ultra-high bandwidth.
4. Innovation for international markets. Is 2007 a watershed year in the sense US based companies start thinking about developing technologies primarily for international markets? The $100 laptop? Clearly there has complete acceptance of the idea of leveraging international talent and labor to build products for the US market (first), it will be interesting to see how global market demands influence innovation here in the US.
As always, I look forward to hearing from you. Feel free to drop me a note anytime (email@example.com)