In customer testing, the platform has shown industry leading performance and scalability, end-to-end security, and highly granular monitoring. The platform includes a secure, programmable, edge-accelerated processor that’s co-located with the applications, and a policy server that enables rapid automation and centralized operations. At the core of Pensando’s platform is a new scale-out architecture for services. Pensando’s technology is redefining how we think about the edge of a classic enterprise network - making it more intelligent, high performance, and secure, with real time telemetry capabilities built-in. The prize here is $10s of Billions of dollars of infrastructure spend in networking, security, and monitoring. This level of early traction for a systems company is a leading indicator of the huge opportunity in front of the company. As a result, the platform is not just battle hardened, but already counts Goldman Sachs, NetApp, Oracle, HP, and others in its customer base. The Pensando team started working closely with customers across multiple market segments as it built the product. As CEO, John took Cisco from 100s of millions to 10s of billions in revenue and is advising Pensando as it scales its go to market efforts. In addition to the core founding team, the team has the counsel of John Chambers, former CEO of Cisco Systems, who has joined the board of directors as Chairman. These products, from the Catalyst and Nexus switching products to UCS x86 servers, have generated over $50B of revenue in the last decade and are deployed in nearly every enterprise datacenter on the planet. What is even more remarkable is the commercial success of the products this team has built (at their companies and subsequently at Cisco after their acquisitions). All three companies were acquired for a total of over $2.5B. These companies redefined the way we think about networking and data center infrastructure. Subsequently, this team co-founded several companies, including Insieme Networks, Nuova Systems, and Andiamo Networks. The founding team - Prem Jain, Soni Jiandani, Mario Mazzola, and Luca Cafiero - formed a core of Cisco’s first acquisition, Crescendo, which brought LAN switching to the world, including the Catalyst line of switches at Cisco which generated several 10s of billions of revenue. We’ve known the founding team for a while - they are among the most prolific innovators in enterprise infrastructure. Pensando Systems continues to raise the bar on this theme by providing high performance networking, security, and monitoring services for applications running in enterprise or cloud datacenters. Companies like Nutanix, Nicira, Avi Networks enabled their customers to build highly automated, software-defined stacks to run their applications. Today Pensando Systems came out of stealth announcing an industry leading platform that helps enterprises and cloud providers build high performance data centers with security and observability built into the infrastructure.īringing web scale infrastructure benefits to enterprise and cloud providers has been a key investment theme at Lightspeed for the last decade.
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