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Speaker 1: Welcome to another episode of Strictly Business, the podcast in

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Speaker 1: which we talk with some of the brightest minds working

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Speaker 1: in the media business. Today. I'm Andrew Wallenstein with Variety.

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Speaker 1: With all the talk about all the new streaming services

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Speaker 1: coming to market in the coming months, here's a question

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Speaker 1: you don't hear much. Is the Internet capable of hosting

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Speaker 1: this explosion of video and games? My guest today I

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Speaker 1: had some thoughts on the matter. He's Tom Layton, CEO

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Speaker 1: of acam I, one of the leading company's media businesses

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Speaker 1: turned to to make sure their content makes it to

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Speaker 1: consumers quickly and safely. Thanks for coming in, Tom, It's

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Speaker 1: nice to be here. Thank you, and I'm glad to

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Speaker 1: have you here because I think here in Hollywood we

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Speaker 1: don't talk enough about streaming distribution, and I think the

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Speaker 1: problem stems apart from a lack of education. So I

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Speaker 1: want to start really simple. I want you to just explain,

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Speaker 1: as they say on Reddit, as if I'm five, what

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Speaker 1: exactly does acam I do for its media business clients.

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Speaker 1: We actually deliver a lot of that streaming and the

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Speaker 1: videos that you watch online. You know, people don't think

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Speaker 1: about it. They turn on the TV or or the

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Speaker 1: device and click on what they want to watch and

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Speaker 1: it shows up. But how it's actually getting there is

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Speaker 1: a lot different with online streaming than it would be

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Speaker 1: with a cable or satellite, and it does beg the

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Speaker 1: question and concern and whether the Internet can handle the

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Speaker 1: growth of all the video traffic that's coming online and

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Speaker 1: also the cost. You know, one of the big differences

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Speaker 1: with the online version of streaming and the satellite version

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Speaker 1: is that with satellite, all you had to do was

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Speaker 1: send the TV show or the stream up to the

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Speaker 1: satellite and then people could tune in, and every extra

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Speaker 1: person that tuned in wouldn't cost anything more because you

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Speaker 1: paid a lot to get the satellite. But after that

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Speaker 1: it was free for people to turn on TVs and

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Speaker 1: you didn't have to worry about how many or any

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Speaker 1: congestion with the satellite. But the Internet is very different.

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Speaker 1: For everybody who's turning on there's a computer somewhere and

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Speaker 1: the Internet that is sending you your stream just for you.

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Speaker 1: And so if you've got you know, ten million people watching,

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Speaker 1: well there's ten million streams being created and being sent

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Speaker 1: over the Internet, and that is a lot of traffic,

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Speaker 1: and every stream costs money to send on the Internet.

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Speaker 1: And that's where Akamy comes in. Uh. You know, we

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Speaker 1: have a a much better way of getting all those

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Speaker 1: videos and streams and broadcasts to the end user. Uh,

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Speaker 1: so that it's more cost effective, it can scale, and

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Speaker 1: that it comes in good quality. And the vision that

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Speaker 1: I have as you speak, I almost picture of the

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Speaker 1: cloud or the pipes of the Internet is a mountain,

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Speaker 1: and you guys are like the sherpa taking the media

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Speaker 1: client in there. I mean, is it that? I know?

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Speaker 1: I'm curious even about the dynamic with you guys and

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Speaker 1: media companies. Do they need an ACAM? I could they

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Speaker 1: just build their own network out? I mean, how essential

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Speaker 1: are you to this? Pretty essential? Very very few companies

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Speaker 1: try to build their own because it's really hard to do.

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Speaker 1: You know. The concept behind what we do is that

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Speaker 1: say there's a hundred people watching a show in your neighborhood. Uh,

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Speaker 1: you know, without Akama, you'd be sending that signal that

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Speaker 1: stream in a hundred times and it could start to

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Speaker 1: fill up the pipes in your neighborhood, so that you

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Speaker 1: couldn't get a good experience. With Akama, you know, we've

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Speaker 1: placed our computer server already in your neighborhood, and we'll

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Speaker 1: just send that signal in once and there's plenty of

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Speaker 1: room to send it once, and from there we'll fan

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Speaker 1: it out and get each person and reach you know,

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Speaker 1: viewer in their homes or offices their copy locally. Uh,

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Speaker 1: So that you're not trying to and ultimately at scale,

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Speaker 1: trying to send millions and millions or you know, someday

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Speaker 1: hundreds of millions of copies of the signal from some

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Speaker 1: core spot on the Internet. The Internet just couldn't handle

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Speaker 1: it already. The Internet is congested and the peering points.

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Speaker 1: But with Akamai, it does enable it to scale, and

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Speaker 1: it makes it less expensive because you're not sending the

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Speaker 1: signal from far away using up pipes that are really

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Speaker 1: expensive across the country. You're sending it locally and the

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Speaker 1: pipes they're much shorter and less expensive. So here we

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Speaker 1: are in the early days of the so called streaming wars,

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Speaker 1: where the video market that may have been dominated by

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Speaker 1: saying Netflix, Amazon, and you know, the established media companies.

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Speaker 1: Now we're seeing these Netflix rivals come in, uh, Comcast, Time, Warner,

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Speaker 1: I'm sorry, A T and T old Habits die hard, Apple,

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Speaker 1: so many players coming in here. Does this even represent

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Speaker 1: this kind of step change moment where the volume of

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Speaker 1: video that you guys are going to have the sort

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Speaker 1: of shepherd becomes much more difficult. Yeah, I think the

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Speaker 1: volume levels are growing dramatically, and I think with the

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Speaker 1: advent of these new O T T offers, which look

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Speaker 1: pretty compelling in terms of the content, more and more

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Speaker 1: watching will be done online and they'll be you'll watch

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Speaker 1: it higher quality levels. Uh. And people don't think about it,

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Speaker 1: but if you get the h D version, that takes

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Speaker 1: a lot more traffic to produce that high quality image

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Speaker 1: on your screen. Uh. And so that makes the traffic

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Speaker 1: levels be even higher. And of course the more you

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Speaker 1: watch online, the more traffic it creates. So I do

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Speaker 1: think we're seeing a real spike up in traffic due

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Speaker 1: to video O T T offers online. But is it

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Speaker 1: about to get a lot worse? Is it about to

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Speaker 1: get like, let's even say there's a scenario where all

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Speaker 1: these streaming services take off like wildfire, and all of

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Speaker 1: a sudden, everyone is guzzling these news services and maybe

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Speaker 1: not quite at Netflix level, but getting there. Can acam

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Speaker 1: I can the Internet handle all this? Yeah? Acam, I

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Speaker 1: can handle it? On behalf of the Internet. I think

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Speaker 1: the Internet on its own already couldn't do it. It's

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Speaker 1: not architected to do it, and the cost would be

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Speaker 1: much too great. But we do work with all the

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Speaker 1: major OTT providers that are planning launches in a provision

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Speaker 1: capacity to handle it. And I think you're right. If

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Speaker 1: they're all popular, that's going to be a huge explosion

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Speaker 1: in traffic and uh, you know, and we're prepared for that.

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Speaker 1: That's what we do. Well, I'm assuming it's horrifically complicated,

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Speaker 1: or is it not? Is it? Is it just as

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Speaker 1: simple as look, we're's gonna have a lot of servers

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Speaker 1: and call it a day. You know, you've got to

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Speaker 1: have all the servers out there, for sure, because otherwise

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Speaker 1: you're you're dead on arrival. Uh. And you've got to

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Speaker 1: have them strategically located. You've got to be in all

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Speaker 1: the neighborhoods, you know, And we locate our servers in

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Speaker 1: four thousand places in a thousand cities. You can't just

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Speaker 1: have one on the East coast or something that just

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Speaker 1: doesn't doesn't work. But it's more than just that. It

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Speaker 1: is very complicated because well, you in this country, you've

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Speaker 1: got hundreds of millions of people. Globally, You've got billions

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Speaker 1: of people and a lot of people are watching different

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Speaker 1: things at different times, and they've all got to get

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Speaker 1: a good experience. And so managing that efficiently UH does

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Speaker 1: take a lot of effort, and it has to have

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Speaker 1: real time response, so it's all automated. You can't have

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Speaker 1: somebody deciding, Okay, somebody just wanted to watch this movie,

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Speaker 1: what server are they're going to get assigned to to

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Speaker 1: get the stream. That's a very complicated process that you know,

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Speaker 1: we've been perfecting now for over twenty years, and UH

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Speaker 1: handle pretty much all the world's major events, you know,

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Speaker 1: at scale today Already, we should make clear this is

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Speaker 1: a global service. We're not just talking about the US.

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Speaker 1: You're active, I think, and it's about a hundred and

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Speaker 1: thirty nine countries, yes, infrastructures in a hundred thirty nine countries,

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Speaker 1: in a thousand cities, and you know, people here think

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Speaker 1: about content in the States at you know, China is

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Speaker 1: probably the world's largest internet market, India probably the largest.

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Speaker 1: When it comes to watching sporting events, you know, we

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Speaker 1: think about the Super Bowl being a big deal here,

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Speaker 1: but you know, cricket they're far, far bigger. And you

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Speaker 1: look at the crowds online. You know, this past summer

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Speaker 1: for a cricket match we had twenty five million concurrent

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Speaker 1: viewers on mobile devices. Talk about a challenge for delivering

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Speaker 1: content and that just swamps out anything like the Super

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Speaker 1: Bowl here in terms of being online. You know, obviously

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Speaker 1: I'm talking to you on the eve of the streaming

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Speaker 1: war explosion. But as I think you've already alluded to,

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Speaker 1: you're already seeing increases. I think you guys just noted

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Speaker 1: earlier this month that for the first time Aclamy transmitted

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Speaker 1: over and I hope I get this data point right,

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Speaker 1: A hundred terror bytes per second. Yeah, hundred trillion bits,

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Speaker 1: hundred terror bits per second. We got these numbers so

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Speaker 1: large you can't even think about it. Well, but here's

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Speaker 1: an interesting comparison. It's supposedly the same as download in

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Speaker 1: thirty three hundred two hour HD movies every second. Yeah,

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Speaker 1: that kind of puts in perspective. That does. Or you

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Speaker 1: can think about a day every day now we're delivering

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Speaker 1: traffic that would be the same as two hundred million

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Speaker 1: DVDs or eight hundred billion web pages including all the pictures.

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Speaker 1: The numbers are staggering, and as you know, I think

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Speaker 1: the exciting part is this is the tip of the iceberg,

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Speaker 1: as big as it is now. We're in the very

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Speaker 1: early days of everything just moving online. And also we're

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Speaker 1: largely talking about on demand content, but more and more,

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Speaker 1: and I'm sure you're seeing this with your clients both

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Speaker 1: here and internationally. Live content, particularly sports. I assume there's

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Speaker 1: an added demand there. And yet we're on the verge

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Speaker 1: of probably an era not too far in the future

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Speaker 1: where we could see some of the streaming companies take

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Speaker 1: over the rights to major sports, be at NFL, nb A, whatnot.

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Speaker 1: Uh Are we at a place where the demand or

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Speaker 1: sorry not the demand, just the capacity for that is

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Speaker 1: even possible, Yeah, you know, and doing it live is

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Speaker 1: even harder. If it's v O D, you can get

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Speaker 1: a copy of the show ahead of time and store

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Speaker 1: it in the neighborhood and then it's ready when somebody

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Speaker 1: wants to see it there. When it's live, you don't

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Speaker 1: have it ahead of time, and increasingly you want to

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Speaker 1: see it in real time, which means it just has

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Speaker 1: to becoming streamed and you got to fan it out

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Speaker 1: everywhere around the world. That's that's a lot harder to do,

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Speaker 1: and also it drives a lot of traffic because people

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Speaker 1: want to see it all at the same time, as

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Speaker 1: opposed to spreading it out of course the across an evening.

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Speaker 1: Say so, that puts a lot of pressure on the internet. Now,

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Speaker 1: live traditionally has been done on TV through satellite, More

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Speaker 1: and more it's it's online. And some of the world's

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Speaker 1: major broadcasters now are envisioning the day when it's probably

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Speaker 1: still ten years out, but they won't be using satellites anymore.

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Speaker 1: It'll all be online. And that's a pretty interesting concept,

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Speaker 1: you know. I think five years ago nobody thought that

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Speaker 1: would ever happen. You go back ten years ago and

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Speaker 1: nobody thought you'd ever watch a sporting event online. Why

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Speaker 1: would you have TV? Well, we all do now, and

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Speaker 1: we're to the point now where people are thinking it'll

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Speaker 1: all be online at some point. I mean, we're having

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Speaker 1: a very video centric conversation. But let's not forget there's

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Speaker 1: more than just video on the internet. Healthcare, banking, all

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Speaker 1: sorts of different kind of industries that create congestion of

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Speaker 1: various kinds. So I guess I want to understand videos

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Speaker 1: place in the overall sort of band with picture. Is

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Speaker 1: it like, you know, the main band with hog or

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Speaker 1: are we actually kind of missing the forest for the

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Speaker 1: trees here and there's other things going on that videos

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Speaker 1: is a little piker. Well, if you're talking about bandwidth

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Speaker 1: our total traffic, there's two big hawks and they have

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Speaker 1: almost all the traffic, and that would be video and software. Now,

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Speaker 1: people don't think about software, but if you're playing Fortnite,

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Speaker 1: you know, on a regular basis, you're downloading a gigantic

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Speaker 1: chunk of software to play it. Or all those apps

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Speaker 1: you have on your mobile device, they all have a

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Speaker 1: pretty decent sized chunk of software and they're trying to

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Speaker 1: update it all the time. And so I would say

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Speaker 1: today the big consumers would be updating software on your

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Speaker 1: devices and video. Now, in the long run, probably video

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Speaker 1: takes over, but today they're they're equal in terms of

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Speaker 1: you know, total traffic. You're banking transaction, buying something online?

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Speaker 1: Tiny tiny tiny, Uh, Now there's a lot of back

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Speaker 1: and forth. It's a very important transaction. Uh. Security is

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Speaker 1: really important if you're buying something or you're doing banking online.

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Speaker 1: But in terms of traffic volume tiny, And we'll get

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Speaker 1: to security in a second. You know, you mentioned Fortnite,

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Speaker 1: and I'm curious, does one I think we can call

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Speaker 1: it a phenomenon like that have a discernible impact on

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Speaker 1: the networks that you're handling. You can, can you see

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Speaker 1: one thing that becomes so popular that you have to

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Speaker 1: sort of focus on the impact of just this one property.

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Speaker 1: Oh yeah, we worry a lot about having the scale

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Speaker 1: ready for a gaming, big gaming release. Uh. You know,

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Speaker 1: something like that can drive tens and tens of teara

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Speaker 1: bits per second, you know, which is a lot. You know,

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Speaker 1: it's thirty forty fifty trillion bits a second on the internet. Uh,

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Speaker 1: so that's a that's a whopper, and that today those

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Speaker 1: peak flash crowds for big gaming releases are bigger than

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Speaker 1: the big sporting events or big video releases today, you know,

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Speaker 1: maybe by about a factor of two. Now, overall traffic

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Speaker 1: probably get more from video, and I think long run

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Speaker 1: video takes over. But we worry a lot about a

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Speaker 1: particular gaming release from the big guys. I'm actually surprised,

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Speaker 1: given you know, the bulk that software represents, that in

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Speaker 1: the longer term, that's not a bigger threat than video,

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Speaker 1: particularly because you know we're here talking about the streaming wars,

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Speaker 1: but we've got another war coming soon in terms of

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Speaker 1: cloud gaming, lots of news services from big companies like

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Speaker 1: Google Stadia. Is all that going to be okay? Because that,

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Speaker 1: to me, what do I know, seems to be uh,

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Speaker 1: maybe a bigger kettle of fish. That's a great question.

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Speaker 1: You know, today with gaming, the traffic is just getting

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Speaker 1: the software there, and you only do it once a month, say,

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Speaker 1: or maybe there's updated releases on a weekly basis. But

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Speaker 1: as you think about the future, if the video that

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Speaker 1: produces the experience on your screen is coming from the

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Speaker 1: cloud as opposed to being created on your device, which

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Speaker 1: is how it's done you know today, that could create

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Speaker 1: a lot of traffic. Now, the question is will that

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Speaker 1: ever really be viable commercially? Uh? And people have been

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Speaker 1: thinking about streaming the game to your device that you're

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Speaker 1: actually playing it in what you see on your device

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Speaker 1: comes from the cloud for over a decade. It's never

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Speaker 1: really proved financially viable because now you've got to do

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Speaker 1: the heavy duty compute in the cloud and you're streaming

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Speaker 1: an experience just for that user. It's got to have

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Speaker 1: really low latency, especially if it's a multiplayer game and

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Speaker 1: has to be a rich experience, and that's that's expensive. Uh,

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Speaker 1: So we'll see, you know how viable that is. Doesn't

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Speaker 1: really take off, but the right commercial models there that

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Speaker 1: hasn't been successful yet, so we'll see if if that

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Speaker 1: will change. I just wonder listening to all this, the

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Speaker 1: incredible demand that all these news services of various kinds

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Speaker 1: you're gonna have on the cloud and so forth, is

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Speaker 1: there like a worst case scenario that consumers need to

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Speaker 1: keep in mind here? Could are you kept up nights

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Speaker 1: by the notion that we could see something like a

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Speaker 1: giant outage? Or at the end of the day, is

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Speaker 1: the Internet maybe more nimble, more capable than we're giving

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Speaker 1: it credit? Well, our job at ocam I is to

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Speaker 1: make the Internet be okay here, to make it scale,

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Speaker 1: to make it be fast, intelligent and secure, and that's

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Speaker 1: what we do as a business. The Internet by itself

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Speaker 1: is not nimble. Uh. It would already be in big

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Speaker 1: trouble in terms of just the traffic that's there today,

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Speaker 1: and it doesn't have any security. I'm bet it at all.

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Speaker 1: You know. That's the kind of capabilities that ocamy adds

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Speaker 1: in on behalf of our customers who are the major enterprises,

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Speaker 1: the major banks, the major commerce companies, the major media

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Speaker 1: and gaming companies. UH. And so it's up to companies

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Speaker 1: to provide that capability to help make it work in

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Speaker 1: the future. But why is it? It sounds like the

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Speaker 1: Internet is almost like this, you know, infrastructure that is

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Speaker 1: just slowly rotting, and it's good that acomy is there

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Speaker 1: to to help sort of pave over the rough spots.

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Speaker 1: And so I'm curious, why is that, I mean, is

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Speaker 1: there Why aren't we seeing an Internet that, as it

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Speaker 1: gets older, is better paved roads. The Internet is not rotting,

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Speaker 1: but it's a it's a fixed infrastructure. It's growing. Companies,

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Speaker 1: the telcos have to put a lot of money to

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Speaker 1: add more pipe and they the last mile is getting

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Speaker 1: better and better. UH. And consumers at home offices pay

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Speaker 1: to have a better last mile link. A lot of

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Speaker 1: homes now in many cities have gig a bit per

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Speaker 1: second coming into the home. UH. You look at five

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Speaker 1: g and that will give a much better experience across

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Speaker 1: the last mile. So improvements are being made to it,

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Speaker 1: but the fundamental protocols don't really change very much, and

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Speaker 1: that's a very slow process. Security is not inherently embedded.

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Speaker 1: Was never designed into the Internet. Uh, it was not

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Speaker 1: built to scale to you know, deliver you know, hundreds

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Speaker 1: of millions of concurrent viewers video high quality video from

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Speaker 1: a central location. That whole it wasn't it's it can't

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Speaker 1: do that, and so you do need companies to come

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Speaker 1: in and take what's there, which is very valuable. It's

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Speaker 1: it's good, but to make it work for these applications

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Speaker 1: we're thinking about now, and to make it be secure,

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Speaker 1: because it's it's not set up to be secure. And

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Speaker 1: digging a little deeper into security, what does that mean

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Speaker 1: from a media perspective, This is a business that gets

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Speaker 1: impacted in all sorts of ways by security issues, whether

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Speaker 1: it's piracy that seems to be a scourge that just

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Speaker 1: doesn't go away to you know, notorious incidents like the

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Speaker 1: Sony hack where uh, you know, massive amounts of data

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Speaker 1: privacies are compromised. Um. Does ACA might get involved in

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Speaker 1: all ends of of security when it comes to the

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Speaker 1: media businesses, Yeah, pretty much. Um. You know, and you

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Speaker 1: have denial of service attacks, you know, a website or

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Speaker 1: a news site is brought down, you have data corruption.

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Speaker 1: This is where you go into a news site, for example,

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Speaker 1: and you change the content. Some pretty famous examples of that.

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Speaker 1: Very dangerous when you start changing what the news is

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Speaker 1: on a site that people would would trust in. You

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Speaker 1: have account takeover. Uh. That's really bad for banks, you know,

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Speaker 1: when you have your bank account taken over and a

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Speaker 1: criminal organization drains the funds. Uh. You know, that was

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Speaker 1: not thought to be something that media companies had to

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Speaker 1: worry about in the past, but now in the last

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Speaker 1: year they've been targeted so that your O T T

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Speaker 1: account gets stolen, your gaming account where you've built up

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Speaker 1: all these tools or weapons or prizes or whatever. Those

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Speaker 1: have monetary value with real dollars now and there's a

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Speaker 1: black market for that, and you know, somebody hacks your account,

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Speaker 1: steals all your stuff and then sells it online. We're seeing,

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Speaker 1: you know, massive attacks on people's accounts to take them over.

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Speaker 1: With media companies. Now, you mentioned the Sony hack as

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Speaker 1: an enterprise. Media companies have a lot of sensitive information

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Speaker 1: and there's third parties that go in there and steal

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Speaker 1: that and then can publish it or do other things

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Speaker 1: with it. Those are all things that acam I you know,

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Speaker 1: is working to stop and building you know, services to

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Speaker 1: keep from happening. Uh, it's a it's an interesting challenge

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Speaker 1: on a daily basis. And it's interesting to hear you

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Speaker 1: say that this has become a bigger problem in the

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Speaker 1: past here, because frankly, at least in my circles, nobody's

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Speaker 1: talking about it here in Hollywood. And I'm curious, is

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Speaker 1: it because these media businesses don't understand these issues, don't

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Speaker 1: appreciate the gravity of these threats, because it sounds pretty

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Speaker 1: damn serious. Oh, I can assure you that big company

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Speaker 1: media c s, O S, c I O s and

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Speaker 1: increasingly CEOs are worried about it. Uh, And certainly when

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Speaker 1: you get into data breaches things like happen with Sony there,

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Speaker 1: every media CEO is worried about that our media, your

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Speaker 1: company's targeted more or less than any other industry or

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Speaker 1: is just every industry under attack these I think it

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Speaker 1: depends on the nature of the attack. For banks, Uh,

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Speaker 1: they're most worried about the accounts being taken over, you know,

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Speaker 1: And what happens there is that human beings today have

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Speaker 1: dozens of accounts online and they'll tend to use the

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Speaker 1: same log in and the same password because who can

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Speaker 1: remember dozens of different passwords and which account there on

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Speaker 1: that's you know, really hard. And then one of the

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Speaker 1: companies gets hacked, take Yahoo, and your credentials are stolen.

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Speaker 1: And then what happens is the criminal organization takes your

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Speaker 1: credential and gives it to a bot army and they

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Speaker 1: will try out your credential on every bank in the world,

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Speaker 1: every commerce site, now every media site, and they look

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Speaker 1: to see did you have an account there and did

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Speaker 1: you use the same password, And invariably they gets what

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Speaker 1: it's called a hit, which means they found a a

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Speaker 1: website where your credentials work. Then they sell that to

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Speaker 1: organize crime. A different entity comes in and drains your

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Speaker 1: bank account or buy if it's a commerce account by

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Speaker 1: something online you know, and charges it to you. And

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Speaker 1: if it's a media account you know, uses that now

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Speaker 1: to uh steal your tools, you've amassed, anything of monetary

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Speaker 1: value or other people will now be watching the video

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Speaker 1: or buying videos under your account. Uh. And this is

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Speaker 1: a So it's a big problem that started with banks

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Speaker 1: and has now moved everywhere. If you're a news site,

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Speaker 1: your most vulnerable to a doss attack which brings you

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Speaker 1: down or to data corruption, which means they change the headline,

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Speaker 1: the terrorist organization puts their message as the news headline

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Speaker 1: on your site, or they do something to embarrass somebody

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Speaker 1: because they know lots of people are coming to the

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Speaker 1: news site to see what the news is in the

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Speaker 1: front page. Story will change. I'm wondering whether we're on

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Speaker 1: the verge of seeing that kind of attack. But with

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Speaker 1: deep fake video, which could be I mean, I can't

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Speaker 1: even contemplate how awful damage like that could be done.

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Speaker 1: Is that something that does ACAM I look at things

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Speaker 1: like deep fakes and how you can stop that kind

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Speaker 1: of thing. What we do is we stop the data

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Speaker 1: corruption from happening, whatever it is. Uh. And so most

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Speaker 1: of the major media news sites around the world use

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Speaker 1: us for security. And if you you don't see these

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Speaker 1: things happening so much anymore. And that's because we can

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Speaker 1: block those attacks from corrupting the content on a website.

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Speaker 1: So we're not looking to say is this video deep

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Speaker 1: fake or was it the legitimate We're just making sure

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Speaker 1: whatever video on that website came from the people who

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Speaker 1: owned the website, not from some third party putting their

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Speaker 1: own video on the website. Switching gears let's talk a

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Speaker 1: bit about five G, which you know, tremendous amount of

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Speaker 1: hype about how amazing it is going to be. And

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Speaker 1: I'm curious the impact it has on your business or

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Speaker 1: or maybe your impact on five G. Uh Is this

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Speaker 1: going to be everything that it is being made out

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Speaker 1: to be. Well, five G does a lot of good things.

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Speaker 1: It gives you much better connectivity in the last mile

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Speaker 1: or the end user connecting to the Internet or to

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Speaker 1: the cell tower, much lower latency than traditional cellular, higher

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Speaker 1: throughput uh, and more devices will be able to connect.

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Speaker 1: And I think this will have the biggest impact on IoT,

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Speaker 1: you know, the Internet of things now. IoT has been

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Speaker 1: a pretty good buzzword, you know for the last five years,

429
00:24:30,359 --> 00:24:32,200
Speaker 1: but you haven't seen much in the way of killer

430
00:24:32,240 --> 00:24:36,240
Speaker 1: apps yet. I think that could change with five G.

431
00:24:36,680 --> 00:24:40,000
Speaker 1: And we do see in our customer base now more

432
00:24:40,000 --> 00:24:43,919
Speaker 1: and more interesting projects you know around five G. You know,

433
00:24:44,080 --> 00:24:48,679
Speaker 1: sensors and your sneakers, sensors and your sporting equipment or

434
00:24:48,720 --> 00:24:53,200
Speaker 1: closed sensors on price tags, sensor sureley in cars, there's

435
00:24:53,200 --> 00:24:57,159
Speaker 1: a lot of them in cars today. Your gaming devices,

436
00:24:57,200 --> 00:25:00,840
Speaker 1: you know, become things in the Internet of things. UH.

437
00:25:01,000 --> 00:25:04,560
Speaker 1: And interestingly, the communication protocols. It's different. It's not Web,

438
00:25:05,320 --> 00:25:07,680
Speaker 1: it's other protocols are being used that are a lot

439
00:25:07,760 --> 00:25:09,960
Speaker 1: lighter weight. There's a lot more compute that will be

440
00:25:10,040 --> 00:25:12,600
Speaker 1: done on the edge near the end user, and I

441
00:25:12,640 --> 00:25:17,240
Speaker 1: think there'll be some pretty interesting applications. Already. Airlines are

442
00:25:17,320 --> 00:25:19,719
Speaker 1: using it to sense when you're in the airport, pushed

443
00:25:19,760 --> 00:25:23,840
Speaker 1: you notifications about your flight, get you updated with whatever METEA,

444
00:25:23,880 --> 00:25:26,000
Speaker 1: or movies you might want to watch before you get

445
00:25:26,000 --> 00:25:27,960
Speaker 1: on board, because once you're on board is a little harder.

446
00:25:29,080 --> 00:25:30,960
Speaker 1: I think there'll be a lot of cool stuff with

447
00:25:31,040 --> 00:25:34,600
Speaker 1: around IoT enabled by five G. In terms of the

448
00:25:34,640 --> 00:25:37,280
Speaker 1: impact on akam I, it's it's great, you know for

449
00:25:37,359 --> 00:25:41,560
Speaker 1: our business. Uh you know, because as you get more

450
00:25:41,680 --> 00:25:44,119
Speaker 1: activity out at the last mile or the edge of

451
00:25:44,160 --> 00:25:48,840
Speaker 1: the Internet, um, that's what we accommodate, you know, and

452
00:25:48,880 --> 00:25:51,120
Speaker 1: it will put more stress on the core of the Internet.

453
00:25:51,320 --> 00:25:55,159
Speaker 1: And our whole thesis is you want to serve the

454
00:25:55,280 --> 00:25:58,840
Speaker 1: end user close to the end user, and as the

455
00:25:58,920 --> 00:26:01,439
Speaker 1: last mile gets better, are that increases the need for

456
00:26:01,480 --> 00:26:04,080
Speaker 1: the kind of things that we do, and we'll be

457
00:26:04,119 --> 00:26:07,120
Speaker 1: helping the Internet to accommodate the load that will get

458
00:26:07,119 --> 00:26:10,399
Speaker 1: put on it from five G. Listening to all this,

459
00:26:10,520 --> 00:26:12,639
Speaker 1: I I think about I guess let's call it the

460
00:26:12,720 --> 00:26:15,600
Speaker 1: last foot of the last mile, which is in my

461
00:26:15,680 --> 00:26:18,719
Speaker 1: own home. You know. Look, I deal with issues like

462
00:26:18,800 --> 00:26:22,520
Speaker 1: buffering maybe a little more often than i'd like. Um,

463
00:26:22,840 --> 00:26:25,080
Speaker 1: and I assume all these things have more to do

464
00:26:25,160 --> 00:26:30,040
Speaker 1: with my in home WiFi and whatever uh drawbacks that

465
00:26:30,080 --> 00:26:32,880
Speaker 1: has At the end of the day, is there only

466
00:26:32,960 --> 00:26:36,800
Speaker 1: so much you could do to deliver video as quick

467
00:26:36,840 --> 00:26:39,199
Speaker 1: as possible when at the end of the day, I

468
00:26:39,200 --> 00:26:42,120
Speaker 1: don't know what kind of control you have over, say,

469
00:26:42,160 --> 00:26:45,639
Speaker 1: my faulty WiFi. Well, yeah, we don't have control of

470
00:26:45,680 --> 00:26:47,919
Speaker 1: your faulty WiFi. But in a lot of the world

471
00:26:48,080 --> 00:26:52,400
Speaker 1: today that's not the problem. Uh. It really is bottlenecks

472
00:26:52,400 --> 00:26:55,120
Speaker 1: in the core of the Internet, and that's where it's

473
00:26:55,119 --> 00:26:58,800
Speaker 1: breaking down, and that's what we get around. Uh. So

474
00:26:58,880 --> 00:27:01,600
Speaker 1: what docummy, we can make that problem go away. Increasingly,

475
00:27:01,640 --> 00:27:03,920
Speaker 1: we'll have software on your device and in your home

476
00:27:04,480 --> 00:27:07,879
Speaker 1: that will make things better there. But I don't I

477
00:27:07,960 --> 00:27:10,920
Speaker 1: don't think the home is the really the problem. You've

478
00:27:11,080 --> 00:27:13,280
Speaker 1: been in my home, then well, okay, maybe in your

479
00:27:13,400 --> 00:27:16,800
Speaker 1: home it's the problem. Interesting data point that acam I

480
00:27:16,920 --> 00:27:19,919
Speaker 1: interacts with a hundred and thirty terror bytes of data

481
00:27:20,000 --> 00:27:24,639
Speaker 1: on over one billion devices. That is a scale I

482
00:27:24,920 --> 00:27:27,560
Speaker 1: can't even wrap my head around. Yeah, we're serving well, actually,

483
00:27:27,600 --> 00:27:32,000
Speaker 1: billions of people every day. A lot of what billions

484
00:27:32,040 --> 00:27:34,880
Speaker 1: of people do around the world every day runs through us,

485
00:27:35,440 --> 00:27:38,200
Speaker 1: and our goal is to make it be really fast, efficient,

486
00:27:38,280 --> 00:27:42,120
Speaker 1: and importantly to be secure. I feel like we've kind

487
00:27:42,119 --> 00:27:45,959
Speaker 1: of been talking, perhaps interchangeably about what I think are

488
00:27:46,440 --> 00:27:51,479
Speaker 1: sort of two different transmission modes wire line and wire lists.

489
00:27:51,680 --> 00:27:54,760
Speaker 1: You know, I have different issues on my phone related

490
00:27:54,800 --> 00:27:59,119
Speaker 1: than to my TV or my MacBook. Um, are there

491
00:27:59,119 --> 00:28:01,320
Speaker 1: a different set of channel just from an Acomi perspective

492
00:28:01,359 --> 00:28:04,280
Speaker 1: in terms of how you manage the Internet across those

493
00:28:04,280 --> 00:28:07,560
Speaker 1: two different pipes, so to speak at a high level, No,

494
00:28:07,800 --> 00:28:10,439
Speaker 1: at a high level, it's it's similar. Uh. You know,

495
00:28:10,960 --> 00:28:14,040
Speaker 1: cellular short of five G, but three G four G

496
00:28:14,640 --> 00:28:17,720
Speaker 1: has higher latency. Uh. Then again, a lot of cable

497
00:28:17,720 --> 00:28:22,000
Speaker 1: networks have high latency into your home with land lines. Um,

498
00:28:22,080 --> 00:28:25,080
Speaker 1: So the and the capacities can be different. You know,

499
00:28:25,119 --> 00:28:28,159
Speaker 1: three G and four G capacity through put is not

500
00:28:28,240 --> 00:28:30,560
Speaker 1: so great if you're the only person at the tower, fine,

501
00:28:30,720 --> 00:28:32,280
Speaker 1: but if you've got a lot of people using the tower,

502
00:28:32,320 --> 00:28:35,600
Speaker 1: you can have capacity problems. You know, the connection into

503
00:28:35,640 --> 00:28:38,040
Speaker 1: the homes now is actually pretty good in a lot

504
00:28:38,120 --> 00:28:42,280
Speaker 1: of places, although you can get aggregation and congestion at

505
00:28:42,320 --> 00:28:47,000
Speaker 1: the neighborhood or the community, you know, city level that

506
00:28:47,080 --> 00:28:51,160
Speaker 1: will reduce your throughput. So the challenges at a high

507
00:28:51,200 --> 00:28:53,640
Speaker 1: level of the saying the technology is a little bit different.

508
00:28:53,840 --> 00:28:55,800
Speaker 1: Our goal in both cases is to make it a

509
00:28:55,840 --> 00:28:58,880
Speaker 1: good experience. There was a time not too long ago

510
00:28:59,200 --> 00:29:02,800
Speaker 1: where there was a lot of conversation really is net

511
00:29:02,800 --> 00:29:05,880
Speaker 1: neutrality started to become a bigger issue about things like

512
00:29:06,040 --> 00:29:10,640
Speaker 1: peering agreements and you know, all sorts of negotiations between say,

513
00:29:10,640 --> 00:29:15,280
Speaker 1: pay TV distributors and content delivery networks that seem to

514
00:29:15,280 --> 00:29:17,920
Speaker 1: be all about holding the Internet together. I don't hear

515
00:29:17,960 --> 00:29:21,720
Speaker 1: about that stuff as much anymore, and I'm curious, wise,

516
00:29:22,120 --> 00:29:24,479
Speaker 1: is everything kind of settled and everyone's just sort of

517
00:29:24,520 --> 00:29:28,280
Speaker 1: playing on the same page or or those conversations still

518
00:29:28,280 --> 00:29:31,240
Speaker 1: as fractious as they've always been. We're just not hearing

519
00:29:31,240 --> 00:29:36,520
Speaker 1: about it. I think the the the things that motivated

520
00:29:36,560 --> 00:29:41,280
Speaker 1: that are the same things. On the one hand, you

521
00:29:41,440 --> 00:29:48,520
Speaker 1: have the economic uh issues between some big content providers

522
00:29:48,560 --> 00:29:52,200
Speaker 1: people who want to distribute movies, say, and big carriers

523
00:29:52,480 --> 00:29:56,239
Speaker 1: who also have movies and uh and uh, you know,

524
00:29:56,320 --> 00:30:00,400
Speaker 1: content channels that they want to distribute, and the question

525
00:30:00,440 --> 00:30:05,720
Speaker 1: about who should pay to distribute that content, you know,

526
00:30:05,800 --> 00:30:09,440
Speaker 1: should the carrier build out a lot of infrastructure and

527
00:30:09,680 --> 00:30:13,080
Speaker 1: bear a lot of costs to distribute their competitors videos.

528
00:30:14,360 --> 00:30:17,600
Speaker 1: You know, well, the some the competitor who has those

529
00:30:17,680 --> 00:30:20,560
Speaker 1: videos think so and and did a very good job

530
00:30:20,600 --> 00:30:24,400
Speaker 1: at getting the administration to agree, and that forced net

531
00:30:24,440 --> 00:30:28,160
Speaker 1: neutrality laws. Then there is a new administration and so

532
00:30:28,320 --> 00:30:31,880
Speaker 1: the control changed of who makes the decisions, and all

533
00:30:31,920 --> 00:30:35,120
Speaker 1: those decisions got reversed, and so now it's not the

534
00:30:35,160 --> 00:30:39,040
Speaker 1: case that the big carrier needs to pay. Now there's

535
00:30:39,080 --> 00:30:43,360
Speaker 1: also a technical issue here that is really important that

536
00:30:43,480 --> 00:30:47,760
Speaker 1: didn't that people didn't think about, and that is it

537
00:30:47,800 --> 00:30:51,440
Speaker 1: doesn't matter so much who's paying. You just can't pay

538
00:30:51,600 --> 00:30:56,120
Speaker 1: enough to distribute videos at scale from these core data

539
00:30:56,120 --> 00:30:59,400
Speaker 1: centers from outside. There's just even if the carrier wanted to,

540
00:30:59,480 --> 00:31:02,800
Speaker 1: which they did, and they couldn't afford to build all

541
00:31:02,880 --> 00:31:06,040
Speaker 1: these gigantic pipes, you know, from the data centers into

542
00:31:06,040 --> 00:31:09,680
Speaker 1: the neighborhoods, it's just not the right model. You need

543
00:31:09,720 --> 00:31:13,520
Speaker 1: to be distributing locally. Uh. And the reason we had

544
00:31:13,560 --> 00:31:17,680
Speaker 1: congestion and do and people were complaining they couldn't watch

545
00:31:17,720 --> 00:31:21,400
Speaker 1: the movie without rebuffers, they couldn't watch a high quality

546
00:31:22,320 --> 00:31:25,880
Speaker 1: wasn't so much the dispute between the media company and

547
00:31:25,920 --> 00:31:30,040
Speaker 1: the carriers, because you need a different technical model. You

548
00:31:30,120 --> 00:31:33,120
Speaker 1: need to be distributing that movie from from the edge

549
00:31:33,200 --> 00:31:36,920
Speaker 1: or you know, inside way deep in the carrier. Uh.

550
00:31:36,920 --> 00:31:41,680
Speaker 1: And that was what was really causing the equality problems. Uh.

551
00:31:41,880 --> 00:31:44,760
Speaker 1: So all those issues are the same. It's just there's

552
00:31:44,760 --> 00:31:47,800
Speaker 1: a different uh party in control today and they have

553
00:31:47,840 --> 00:31:51,560
Speaker 1: a different view on how net neutrality should go. And

554
00:31:51,640 --> 00:31:53,720
Speaker 1: on that front, one last question, I mean, do you

555
00:31:53,760 --> 00:31:57,320
Speaker 1: guys have a dog in that hunt of net neutrality?

556
00:31:57,480 --> 00:32:00,440
Speaker 1: Is there a company position about what you I think

557
00:32:00,480 --> 00:32:03,600
Speaker 1: should be as it continues to be kind of a

558
00:32:03,600 --> 00:32:07,520
Speaker 1: hot potato in d C. Yeah, so it sounds funny,

559
00:32:07,520 --> 00:32:11,280
Speaker 1: but it's true. We're neutral on net neutrality. Uh. You know,

560
00:32:11,400 --> 00:32:14,280
Speaker 1: we we help advise the government to educate them what's

561
00:32:14,440 --> 00:32:17,720
Speaker 1: going on. We work with the big media companies because

562
00:32:17,760 --> 00:32:20,200
Speaker 1: for a lot of them, we distribute their video, almost

563
00:32:20,200 --> 00:32:23,080
Speaker 1: all of them, and obviously we work with the big carriers.

564
00:32:23,120 --> 00:32:25,640
Speaker 1: They're big partners for us were embedded deep in their

565
00:32:25,680 --> 00:32:29,200
Speaker 1: infrastructure and we help them be efficient and help their

566
00:32:29,320 --> 00:32:32,160
Speaker 1: users get a good experience. So we work closely with

567
00:32:32,160 --> 00:32:35,640
Speaker 1: with both sides, and uh so we don't have a

568
00:32:36,440 --> 00:32:39,480
Speaker 1: you know, a stake really in net neutrality. Well, rest

569
00:32:39,520 --> 00:32:41,800
Speaker 1: assured that will be a topic that I'm sure I

570
00:32:41,880 --> 00:32:44,280
Speaker 1: will both continue to hear about for quite some time.

571
00:32:44,880 --> 00:32:48,520
Speaker 1: But Tom, thanks for coming in. Really appreciate your education

572
00:32:48,560 --> 00:32:54,000
Speaker 1: on an important subject. Thank you very much. This has

573
00:32:54,040 --> 00:32:57,360
Speaker 1: been another episode of Strictly Business. Tune in next week

574
00:32:57,400 --> 00:33:01,640
Speaker 1: for another helping of scintillating conversation media movers and shakers,

575
00:33:01,800 --> 00:33:04,640
Speaker 1: and please make sure you subscribe to the podcast to

576
00:33:04,720 --> 00:33:08,600
Speaker 1: hear future episodes. Also leave a review in Apple Podcast

577
00:33:08,720 --> 00:33:13,280
Speaker 1: let us know how we're doing. Yeah,