Ariel Asaroff

Thank you very much, Nathan.

Great to be here.

It's interesting, actually.

I think there was a research now in Israel that showed where most entrepreneurs come from.

I think there are three specific units.

There's 8,200, there's 8,100 that came out of shadows recently, and there's pilots.

So in our company, we have a mix.

And in our board, we actually have 80% of the board members are pilots.

pilots in their past.

So I guess there's something when everyone has to get enlisted to the army that kind of ranks people on what they like to do and should do in life when they're 18, which makes decisions easier.

That's amazing.

Yeah, so the thing is, if I take a little step backwards, the observability space, logging, metrics, security, tracing, it started about almost 20 years ago, or it really started to explode almost 20 years ago when Splunk took it from the appliance sort of approach to actual software and then software as a service with the concept of let us ingest all your data, we'll index it, we'll store it, we'll become some sort of Google

for your organization or for your operations or for your security.

And it worked great because the amount of data 20 years ago was something that can be handled like that.

And with time, we're seeing data growing exponentially.

What we tell our customers and our investors in the previous round was data grows faster than revenue.

So you'll see any company you're covering

You'll notice, like you'll ask them and they'll give you the most insane KPI of growth.

If you ask them how much did their data grow during that time, their observability data, it'll be like 510x.

What happens is that data and observability tools are part of your margins.