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Martin Casado

๐Ÿ‘ค Speaker
440 total appearances

Appearances Over Time

Podcast Appearances

The a16z Show
AI Agents and the Fight for Customer Data

And...

The a16z Show
AI Agents and the Fight for Customer Data

If you want to see, and that therefore, it's very important that you choose a physical region in the world where all your data is going to live, in a specific region of a specific cloud, and then you build all of your data-consuming services in that same location.

The a16z Show
AI Agents and the Fight for Customer Data

Or you can partition it.

The a16z Show
AI Agents and the Fight for Customer Data

Well, this is avers.

The a16z Show
AI Agents and the Fight for Customer Data

The term data gravity does get used to mean multiple things.

The a16z Show
AI Agents and the Fight for Customer Data

This is one particular incarnation of the idea of data gravity.

The a16z Show
AI Agents and the Fight for Customer Data

And this is the one that I am saying is fake, that egress charges are so important.

The a16z Show
AI Agents and the Fight for Customer Data

And if you want to see evidence against this, come look at the networking dashboard of five trans various AWS and GCP accounts.

The a16z Show
AI Agents and the Fight for Customer Data

You will be astonished, despite replicating huge data sets,

The a16z Show
AI Agents and the Fight for Customer Data

for thousands of companies.

The a16z Show
AI Agents and the Fight for Customer Data

We have 7,000 customers of size and thousands more little ones.

The a16z Show
AI Agents and the Fight for Customer Data

The amount of data being moved at any given time is tiny.

The a16z Show
AI Agents and the Fight for Customer Data

And the reason is that we're doing change data capture.

The a16z Show
AI Agents and the Fight for Customer Data

You can have a huge data set, but if you just replicate the changes, the changes are always much smaller than people think.

The a16z Show
AI Agents and the Fight for Customer Data

And I think that a lot of this idea of data gravity came from dumb data pipelines that people wrote where they would copy their entire company's data sets

The a16z Show
AI Agents and the Fight for Customer Data

out of their database every day, once a day at midnight.

The a16z Show
AI Agents and the Fight for Customer Data

And so they just had this crazy read amplification.

The a16z Show
AI Agents and the Fight for Customer Data

You know, they were just repeatedly copying the same data over and over, and it gave them the impression that they had so much data, but they really don't.

The a16z Show
AI Agents and the Fight for Customer Data

Yes, yes.

The a16z Show
AI Agents and the Fight for Customer Data

This is what happens when people roll their own data pipelines is they fall back on these patterns that are easy to get right.