That was a really frustrating listen for me. Does Beth Kindig actually know the tech near as well as she claimes? It doesn’t appear that way to me:
- As bad as WebEx is, why do so many analysts like Beth think it is worse than it actually is?
You do NOT need to download anything to join a WebEx conference as a guest:
https://help.webex.com/en-us/9eed9t/Get-Started-Joining-a-Me…
The Cisco Webex web app lets you join meetings, events, and training sessions, using only your web browser. There’s nothing to download or install. The web app puts basic meeting, event, or training functionality at your fingertips, making it easy to view and interact with others.
Getting that kind of basic competitive analysis wrong makes me suspect most of whatever else she might say.
- When she says “You can’t me a major Tech company that hasn’t had security issues,” she’s missing the point, which is that until White Hats and the press waded in, Yuan and Zoom didn’t really care about their security issues. She points out that Android has security issues found every year, but what she didn’t say is that Google has a mature process for fixing, validating, and rolling out responses to issues that are found. OTOH, Zoom refused and/or delayed fixing some of their issues.
What really needed to be said is that Yuan changed his view of security and is now becoming more in line with what good companies do. This is a major, positive, change for Zoom.
-
Beth really likes DataDog “migration to cloud infrastructure, especially the hybrid play.” Huh, what’s she talking about here?
Datadog is a monitoring company. They help you monitor your private, public and hybrid clouds. For instance, see: https://www.datadoghq.com/hybrid-cloud-migration/ -
Equinix, Amazon, MS are real edge compute. “Bring origin servers closer to the edge.”
Gobblygook. Sounds like Beth doesn’t even know what an origin server actually is, and what CDNs provide, which isn’t just lower latency but a reduction of the load on the origin server. If you’re going to some kind of distributed model, then you have to figure out how to keep everthing in sync. If someone lists an item on eBay on one “edge origin server” (Jeez), then how do you prevent two other edge servers from buying that item? She’s talking gobblygook here.
That she had her technical/momentum trader on the call was interesting. Maybe she picks companies that have good scuttlebutt and then relies on him? But, from what I can see, she doesn’t understand the tech near as much as she pretends.