Jan 2, 2019 · 21m · a16z

a16z Podcast | Dumb Storage Gets Smart

Paula Long · 8m spoken Peter Levine · 6m spoken Michael Copeland · 3m spoken
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In this episode of the a16z podcast, host Michael Copeland, Andreessen Horowitz General Partner Peter Levine, and DataGravity CEO Paula Long explore the evolution of data center storage from traditional hardware into intelligent, data-aware platforms. They examine the architectural breakthroughs, compliance benefits, and market trends shaping the future of enterprise data management.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. How this is scored →

The host as informed peer 1.7 Guest teaching 3.5 Guest disagreement 0.5 The host pushing back 0.7
05100:0010:0020:000:45–4:06 · The host as informed peer 1/10 Evolution from Equalogic to DataGravity Michael sets up the episode with conversational introductory questions about Paula's history with Equalogic and DataGravity. Paula and Peter explain how storage historically lagged behind compute and networking in terms of intelligence.4:06–6:13 · The host as informed peer 2/10 Understanding Block, File, and Intelligent Storage Michael offers a thoughtful prompt questioning if storage was previously 'dumb', leading Peter to explain block vs file storage. Michael then asks a well-structured architectural question about why intelligence belongs in storage rather than at higher layers.6:13–9:10 · The host as informed peer 2/10 Architectural Breakthroughs and Foundation Redesign Michael asks if cloud adoption made this shift possible, but Paula gently corrects his premise, noting the cloud had nothing to do with it. She explains that building smart storage required replacing the foundational architecture rather than relying on external trends.9:10–11:56 · The host as informed peer 1/10 Unlocking Data Value and Managing Compliance Risks Michael asks open-ended questions about customer utility. Paula delivers a thorough masterclass detailing unstructured data analytics, PII exposure, and compliance risk across company sizes.11:56–17:21 · The host as informed peer 2/10 Market Readiness and Native Storage Intelligence Michael guides the conversation around market readiness and non-traditional storage business models. He playfully calls out Peter's investor bias when Peter agrees with Paula's praise of Coho Data.17:21–20:56 · The host as informed peer 2/10 The Smart Data Center and Content-Based Tiering Michael prompts the guests to envision the data center of the future. Paula educates on content-based tiering versus traditional block-level tiering, while Michael clarifies her non-dogmatic stance on cloud versus on-premise infrastructure.0:45–4:06 · Guest teaching 2/10 Evolution from Equalogic to DataGravity Michael sets up the episode with conversational introductory questions about Paula's history with Equalogic and DataGravity. Paula and Peter explain how storage historically lagged behind compute and networking in terms of intelligence.4:06–6:13 · Guest teaching 3/10 Understanding Block, File, and Intelligent Storage Michael offers a thoughtful prompt questioning if storage was previously 'dumb', leading Peter to explain block vs file storage. Michael then asks a well-structured architectural question about why intelligence belongs in storage rather than at higher layers.6:13–9:10 · Guest teaching 4/10 Architectural Breakthroughs and Foundation Redesign Michael asks if cloud adoption made this shift possible, but Paula gently corrects his premise, noting the cloud had nothing to do with it. She explains that building smart storage required replacing the foundational architecture rather than relying on external trends.9:10–11:56 · Guest teaching 5/10 Unlocking Data Value and Managing Compliance Risks Michael asks open-ended questions about customer utility. Paula delivers a thorough masterclass detailing unstructured data analytics, PII exposure, and compliance risk across company sizes.11:56–17:21 · Guest teaching 3/10 Market Readiness and Native Storage Intelligence Michael guides the conversation around market readiness and non-traditional storage business models. He playfully calls out Peter's investor bias when Peter agrees with Paula's praise of Coho Data.17:21–20:56 · Guest teaching 4/10 The Smart Data Center and Content-Based Tiering Michael prompts the guests to envision the data center of the future. Paula educates on content-based tiering versus traditional block-level tiering, while Michael clarifies her non-dogmatic stance on cloud versus on-premise infrastructure.0:45–4:06 · Guest disagreement 0/10 Evolution from Equalogic to DataGravity Michael sets up the episode with conversational introductory questions about Paula's history with Equalogic and DataGravity. Paula and Peter explain how storage historically lagged behind compute and networking in terms of intelligence.4:06–6:13 · Guest disagreement 1/10 Understanding Block, File, and Intelligent Storage Michael offers a thoughtful prompt questioning if storage was previously 'dumb', leading Peter to explain block vs file storage. Michael then asks a well-structured architectural question about why intelligence belongs in storage rather than at higher layers.6:13–9:10 · Guest disagreement 1/10 Architectural Breakthroughs and Foundation Redesign Michael asks if cloud adoption made this shift possible, but Paula gently corrects his premise, noting the cloud had nothing to do with it. She explains that building smart storage required replacing the foundational architecture rather than relying on external trends.9:10–11:56 · Guest disagreement 0/10 Unlocking Data Value and Managing Compliance Risks Michael asks open-ended questions about customer utility. Paula delivers a thorough masterclass detailing unstructured data analytics, PII exposure, and compliance risk across company sizes.11:56–17:21 · Guest disagreement 1/10 Market Readiness and Native Storage Intelligence Michael guides the conversation around market readiness and non-traditional storage business models. He playfully calls out Peter's investor bias when Peter agrees with Paula's praise of Coho Data.17:21–20:56 · Guest disagreement 0/10 The Smart Data Center and Content-Based Tiering Michael prompts the guests to envision the data center of the future. Paula educates on content-based tiering versus traditional block-level tiering, while Michael clarifies her non-dogmatic stance on cloud versus on-premise infrastructure.0:45–4:06 · The host pushing back 0/10 Evolution from Equalogic to DataGravity Michael sets up the episode with conversational introductory questions about Paula's history with Equalogic and DataGravity. Paula and Peter explain how storage historically lagged behind compute and networking in terms of intelligence.4:06–6:13 · The host pushing back 1/10 Understanding Block, File, and Intelligent Storage Michael offers a thoughtful prompt questioning if storage was previously 'dumb', leading Peter to explain block vs file storage. Michael then asks a well-structured architectural question about why intelligence belongs in storage rather than at higher layers.6:13–9:10 · The host pushing back 1/10 Architectural Breakthroughs and Foundation Redesign Michael asks if cloud adoption made this shift possible, but Paula gently corrects his premise, noting the cloud had nothing to do with it. She explains that building smart storage required replacing the foundational architecture rather than relying on external trends.9:10–11:56 · The host pushing back 0/10 Unlocking Data Value and Managing Compliance Risks Michael asks open-ended questions about customer utility. Paula delivers a thorough masterclass detailing unstructured data analytics, PII exposure, and compliance risk across company sizes.11:56–17:21 · The host pushing back 1/10 Market Readiness and Native Storage Intelligence Michael guides the conversation around market readiness and non-traditional storage business models. He playfully calls out Peter's investor bias when Peter agrees with Paula's praise of Coho Data.17:21–20:56 · The host pushing back 1/10 The Smart Data Center and Content-Based Tiering Michael prompts the guests to envision the data center of the future. Paula educates on content-based tiering versus traditional block-level tiering, while Michael clarifies her non-dogmatic stance on cloud versus on-premise infrastructure.

speaking balance: gold is the host, purple is the guest (3 minute bins)

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Sharpest disagreement ▶ 7:38 Rejecting Cloud Premise

Paula directly reframes Michael's question by stating that cloud computing had nothing to do with enabling intelligence in storage, shifting focus back to foundational architecture.

Hardest push from the host ▶ 17:12 Challenging Investor Bias

Michael playfully pushes back when Peter agrees with Paula's mention of Coho Data, noting that Peter is an investor in Coho and thus obligated to agree.

Biggest teaching moment ▶ 10:30 Compliance and Fine Realities

Paula educates the host on data governance, explaining that state and federal regulatory fines apply equally to small 50-person companies as they do to enterprise corporations.

The host holds their own ▶ 5:56 Questioning Intelligence Placement

Michael demonstrates active technical understanding by pressing Paula on why intelligence should reside at the storage level rather than remaining in higher-level software layers.

the scores for every segment, with the reasoning behind each
ChapterTopicThe host as informed peerGuest teachingGuest disagreementThe host pushing backWhy
Evolution from Equalogic to DataGravity 1200 Michael sets up the episode with conversational introductory questions about Paula's history with Equalogic and DataGravity. Paula and Peter explain how storage historically lagged behind compute and networking in terms of intelligence.
Understanding Block, File, and Intelligent Storage 2311 Michael offers a thoughtful prompt questioning if storage was previously 'dumb', leading Peter to explain block vs file storage. Michael then asks a well-structured architectural question about why intelligence belongs in storage rather than at higher layers.
Architectural Breakthroughs and Foundation Redesign 2411 Michael asks if cloud adoption made this shift possible, but Paula gently corrects his premise, noting the cloud had nothing to do with it. She explains that building smart storage required replacing the foundational architecture rather than relying on external trends.
Unlocking Data Value and Managing Compliance Risks 1500 Michael asks open-ended questions about customer utility. Paula delivers a thorough masterclass detailing unstructured data analytics, PII exposure, and compliance risk across company sizes.
Market Readiness and Native Storage Intelligence 2311 Michael guides the conversation around market readiness and non-traditional storage business models. He playfully calls out Peter's investor bias when Peter agrees with Paula's praise of Coho Data.
The Smart Data Center and Content-Based Tiering 2401 Michael prompts the guests to envision the data center of the future. Paula educates on content-based tiering versus traditional block-level tiering, while Michael clarifies her non-dogmatic stance on cloud versus on-premise infrastructure.

Statements from this episode (8)

Insight
Paula Long: Enterprise storage lags tech innovation by 10 to 20 years
“Storage is an incredibly conservative technology area, so what you see is, you know, other places where they're innovating, you know, 10 or 20 years before, storage will catch up, but it's not usually the leader.”
Paula Long Jan 2, 2019 ▶ 0:46
Assertion Not checkable as stated
Levine: Enterprise storage formats haven't fundamentally changed since network file storage
“And since those days, the format of storage hasn't really changed. It's just been then about speeds and feeds and capacity.”
Peter Levine Jan 2, 2019 ▶ 5:06
Opinion
Paula Long: Cloud computing was not required to enable smart storage
“Actually I don't think the cloud really has anything to do with making it possible.”
Paula Long Jan 2, 2019 ▶ 7:58
Assertion Partly supported
Paula Long: Privacy fines target 50-person startups as aggressively as Fortune 1000s
“Small companies have the same, and mid-sized companies have the same issues with data privacy as larger companies. It's just not as well publicized, and the fines are the same. The fines are the same. The state and the federal government don't care whether you…”
Paula Long Jan 2, 2019 ▶ 10:39
Prediction Not checkable as stated
Paula Long: Nobody will build traditional storage box companies anymore
“Nobody's going to be building a traditional storage box company anymore. Storage box companies are going to become very much a commodity. It's going to be an open source stack, and it's not going to provide the It's gonna provide a container, much like you can…”
Paula Long Jan 2, 2019 ▶ 14:59
Prediction Not checkable as stated
Paula Long: Web-scale storage pioneers like Coho Data will succeed
“You're going to see other companies, like if you look at like a co-host data, who are doing things at web scale and removing some of the network problems as you get to web scale. Kinds of storage and big end storage. You're going to see guys like that do reall…”
Paula Long Jan 2, 2019 ▶ 16:37
Opinion
Paula Long: Block-level storage tiering is the dumbest approach to data management
“You can't get dumber than block. You can't get dumber than tiering based on a block. You really want to tier based on the content and the value of the content.”
Paula Long Jan 2, 2019 ▶ 18:40
Prediction Didn’t hold up
Paula Long: SMBs will predominantly adopt hybrid architectures spanning metro and public clouds
“In fact, I think metro clouds for the small and medium businesses are gonna be, those are, tend to be local cloud I mean, a service provider's providing On and off-prem services for their customers. I think that's the way most sites will go. Where some will be…”
Paula Long Jan 2, 2019 ▶ 19:02
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