KCAA: Inside Analysis with Eric Kavanagh (Sun, 14 Jan, 2024) - podcast episode cover

KCAA: Inside Analysis with Eric Kavanagh (Sun, 14 Jan, 2024)

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KCAA: Inside Analysis with Eric Kavanagh on Sun, 14 Jan, 2024

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And with the Family Medical ev Act, you're allowed to take time off by law and your employer doesn't need to know the reason. So there are two good reasons. You've got insurance you can use for your addiction problem. And with the Family Medical Evact, it's completely confidential. Call now eight hundred three nine eight seven four one four. That's eight hundred three nine eight seventy four fourteen or on board kcaa's Inland Talk Express KCAA Homelinda ten fifty am, the

station that needs noble your behind. The information economy has a rod. The world is teeming with innovation as new business models reinvent every industry industry. Inside Analysis is your source of information and insights about how to make the most of this exciting new era. Learn more and inside Analogs, dotside analysis dot com. And now here's your host, Eric Kavanaugh. Oh yes, indeed,

folks, welcome to the future and yours truly. Eric Kavanaugh is here for the only coast to coast radio show all about the information economy Inside Analysis, and we're gonna be talking with an expert about one of the most important things in business today. The network, Yes, the network. We all know when the network is slow. Everyone knows when that happens, and that's no

fun at all. I saw a great meme a while ago that said something like, if you want to find out who you're dealing with, put them on a really slow Internet connection for an hour and just see how they respond. That's gonna tell just how patient a person you are. You never go back right. Once you get things faster, you can't go back to having them slower. You know. I remember the old days with AOL friend of mine set oh, get on AOL. I really didn't want to do it.

I did it anyway, and downloading images downloading image is and when I tried to get off of it, like six months later, they're like, what credit card did you use to log onto? I'm like, I don't remember, dude. I just want to get off that service. But that's the old days. Things are better now. And since we're gonna be talking about networking with Rob Tiffany from a very cool company called Red Bison, I figured I throw out my one bad, terrible networking story from the early days

in Seattle at TDWY. They went out and they bought that VoIP stuff and it was just awful. And I noticed it would get worse throughout the call. So if you're on a call for like thirty minutes or forty minutes, like forty minutes in man, it's like, I mean, I like all that kind of stuff. You're just like I remember talking to management saying, guys, don't you think it's important that we be able to communicate to people

outside the company kind of a critical component of information sharing. But anyway, things are so much better these days. And Rob Tiffany, you know a few things about networking, and you guys have a really interesting business model where you will build out the network for commercial office buildings and then you do all kinds of other things for them as well. So, first of all, tell us a bit about yourself and read Bison and why modern networking is so

much better than it used to be. Sure, absolutely, thanks for having me. Yeah, so Red Bison. The bison is related to buffaloes and bisons in North Dakota, where our founder was originally from. Nice. But yeah, it's the company, you know, it's kind of a network as a service company. Is kind of the primary you know, backstory to the company. I'd say it's the intersection of high speed networks to commercial real estate,

if that makes sense. And so whether it's skyscraper's, office buildings, office parks, multifamily, you know, it could be condos or apartments anyway. You know, bringing in high speed you know, dual fiber you know, like ten gigabit fiber into into buildings, then you kind of wire up the buildings. If anybody has walked into building, they saw those weird telecom closets or here weird strange terms like MDF or IDF or whatever. Anyway,

there's some strange stuff in those closets. It's all about networking and building management, you know. You know, so you'll see stuff like from Honeywell and Johnson Controls or Siemens and all that kind of stuff that make these big buildings

work. And so so yeah, we bring in the high speed networks in there, then fiber and Ethernet going up through all the way up through the building and out through you know, all the stuff you don't see that you take for granted that's in the walls, you know, like old stuff like ethernet right and Cat six cabling, you know, and then and then Wi Fi access points on the end of that. Everybody thinks we're all wireless, but it's actually wireless is made of wires. Yeah. My background, it's

mostly software. Uh. You know, I spent most of my career at Microsoft. First half was doing Windows Mobile, Windows Phone, so I had to have really thick skin. You know. Things were okay when it was just us in BlackBerry battling it out, and then the iPhone came along and it started to get ugly and so and then the second half was building Azure and that was a lot of fun, building this global cloud thing and how

you design that for availability, and then building Azure IoT. Most might have just so much background in the Internet of Things, industrial IoT and stuff like that, and so we built Azure IoT and that was a great building. You know, Global IoT platform got recruited out of there by Hitachi because they wanted to build an industrial IoT platform, and so I went and did that and got to design and build the whole thing from scratch. That was a

great experience. I was living in Japanese factories and wow, you know, making it real. I think that's probably where I first got into that whole weird digital twin world. You know, modeling machines or bullet trains or all kinds of crazy stuff like that, And so you've got IoT and digital twins kind of together, and then of course you're playing analytics or machine learning AI,

and then back to networks. More recently, I was a VP over at Erickson, which is one of the companies that makes all the cellular gear, the five gief stuff you always hear about in Sweden. So it's flying from Seattle to Sweden every month until COVID of course, and then I'm on phone calls and weird hours of the night, you know, the rest in Stockholm. But yeah, so we're pulling it all together here at Red Bison. So yeah, it's pretty interesting stuff for sure. Yeah, that is

cool. And I totally see the alignment between IoT and building out the infrastructure for office towers because you have so many objects. You got all these different routers, you got all these lights, and of course smart cities and sustainability

these are all big issues these days. Knowing what it really costs to have all these lights on, Knowing what it costs to have all this stuff running, Knowing how to be able to preen things or prune it down when you need to, and you know, knowing what the impact of all that is

and you know that gets into these digital twins. And I'm a huge fan of the robust digital twin because you can really play around with ideas and you can say, well, what if we did this and what if we did that, and you do that in your digital twin environment and you get results and it says, Okay, this is how the costs will go up, this is how the usage will go You know. Those kinds of things are really important for planning, right absolutely, and lets you bring the whole thing

to life, you know, makes it a living building. You know, you think, you know, because you're right, there's the whole bigger smart city thing. But mostly cities are made of buildings, is the primary thing. And so if you think of digital twins and kind of zooming in, it's the it's kind of the overall property. Maybe it's a corporate campus and then one or more buildings, and then each building has one or more floors, and each floor has one or more A lot of people are just calling

them spaces. Now there's you know, there was this smart city, a smart building. I'm hearing a lot of people kind of tver to smart spaces or sustainable spaces, maybe because they needed to genericize is it office, is a conference room, is it the lobby, is it whatever? So you kind of have these spaces, but they're all they're digital twins, and so each one of these spaces you can, you know, in the software you of digital twins, you set properties for them and bring them to life.

And so you mentioned you know, just uh throttling things back based on you know, we can have occupancy sensors. You know, what did everybody discover during COVID. You had all these office buildings going full speed ahead with lighting and HVAC and just burning energy like there was no tomorrow, and there was nobody in them, right, you know, the buildings were empty, half

empty, you know. Even well in today, you know, we've kind of this kind of in between hybrid back to work and so a lot of times most of the people you're seeing are kind of like Tuesday, Wednesday, Thursday ish, you know, right, And so you know, powering those buildings buildings are one of the biggest emitters you know of you know, greenhouse gas emissions, and so if there's nobody in there, even if there is,

there's ways to be smart about it. And so that network software IoT digital twins analytics AI building altogether to make smarter buildings, but probably make sustainable buildings, you know. Well, yeah, and like the hidden challenge of IoT is that you have so many objects sometimes and so it's hard to even represent visually what's happening there. And of course, you know, you get

devices that there are so many cool things happening in the IoT space. I mean, I can't remember the name, but I had a company on here that was working in low frequency IoT and basically it's I think it's blockchain underpin. You probably know who these guys are. I think they're based out of often somewhere, But basically it's like a low frequency network that can connect IoT

devices with very little power to the home base. And so they're really interesting things that you can do for just kind of staying on top of things, where is the money going? Like what does it cost to air condition this building? And what if we play around with different options on different floors and

things of this nature. Even the elevators, I mean, I have to think that for some buildings, strategic intelligent elevator management is a pretty good deal, right absolutely, Because you're right, most buildings it's still kind of mindless elevators are just doing like what they've done for the last fifty years. Right, of course that's an even bigger thing. The reality is most buildings are

just old. You know. There's the world that we want, and we talk about futuristic cities and stuff like that, and we kind of joke about it. Let's say fifty years from now, when you think you're gonna have these futuristic logans run looking cities. But the reality is is all that old stuff that's one hundred and fifty years old will also still be there amongst it. And you know, unless they're going to demolish all the old buildings and we go to New York City, go anywhere, they're all still there.

Right. People still use old buildings, and so how can you make them more efficient? Right? You know? And so it's just like my time in industrial IoT. You know, it's you're going to be retrofitting old stuff for a long time to get value. Lots of people dove into that IoT space thinking it was going to rip out all the old stuff and put in new, shiny, high tech things. And that's when the guy you're talking

to is like, get out of my office. You know, tens of millions of dollars for all this stuff, and we're not throwing it out. You know, it's just not going to happen, you know. But yeah, it's a good point, you know. And so those sensors, those things, those objects, they're inside those spaces, and the space is kind of the twin and you know, you might be saying, well, gosh,

this this conference room. When there's this X number of people in here, and you know, it gets too hot or there's too much CO two in the air or whatever it is you're looking for. You can start you know, there's that kind of real time streaming data where it's telling you what's happening now, and you've got occupancy sensors and temperature and emissions and stuff like that. And then so then you can take that same data and train models, you know, AI models or what we used to call last week mL,

but machine learning's not cool enough, I guess anymore. And so to tell you what's going to happen down the road, you know, predict Oh gosh, I noticed every Thursday afternoon this conference room is packed full of people and they always complain about it being too hot or whatever, you know, And so you can start using those kind of analytics to predict the future and

make things better for folks. But yeah, space for sure. Well, and you can learn all sorts of things about yourself, about your business, about the marketplace, and just by analyzing the data. By looking at the data and understanding the usage to your point, you can figure out, hey, for some reason, no one's ever here or very few people here Wednesday mornings, so we don't have to turn things on as much. You don't have to get the AC cranking as much. I mean, we really are

an AC overkill kind of society here in America. Right, But my wife gets called all the time and walk into any corporate headquarters, it's like, oh my god, it's like sixty four degrees in here. Yeah, I mean I get the story about they're trying to kill the mold. Okay, I got that, we don't want mold everywhere, But still, does it have to be sixty four or going to be like seventy one seventy two? You know, it's a lot of money to get spent on that stuff.

There is a lot. And it's funny you talk about being over chilled and stuff like that. When I was with Hitachi and so I was a lot in Japan, a lot. I remember going all these office buildings skyscrapers in Tokyo and in the summertime, it's a little warm in there actually, and

I'm like, what's that all about. It's that way everywhere. And it turns out they think of it in Japan as a shared sacrifice to reduce energy usage and therefore costs, right, and so it's the first thing you notice when you go into these beautiful skyscrapers in Tokyo in August and you're like wow, and it's like they're all on board. You know, the whole society's on board shared sacrifice to cut costs and energy usage. I was like,

well, that's really interesting. I don't know if our country could get together here in the US just get on board with that or not. Well, you know, here's the interesting thing, right, I'm a data guy, and our show is focused heavily on the data side, because you want to see the data. What is the data tell you? You have your own opinions about things, but when you can see the data, then you really

understand, oh, okay, that's what it's really costing. And with a situation like you're providing with a solution like this, you can see the data and review the data and talk to people about it and see, hey, let's just test this for five days. Let's change the temperature from you know, sixty nine to seventy two, and then watch the usage. I mean, what's cool is you're starting to see even power companies and end user facing

companies embracing this. So you get your little email, here's your power usage from the last week. Here, saw compares to last year or last week or whatever, And so you kind of start to get a field for things. And the bottom line is what gets measured gets managed. And so when you can show the board and your team, hey guys, we would actually save twenty thousand dollars a month if we would just raise the temperature up three degrees. And then you know, we're going to give each of you a

five hundred dollars bonus at the end of the year. How's that alright? Like, Okay, I love your comment, though. What gets measured gets managed, what gets managed gets measured or improved. I am so on that. And I always always when I talk about IoT, you know, without it, you're just guessing. You might be making educated guess, right, but with IoT, you're knowing you've got that realtime data feed and it's letting

you know this is really what's going on. You're not imagining it or using a gut that's right, and it's so and so often I've noticed with these kinds of things, you will you will see things that surprise you. I mean, even though it's your office, it's your environment, you wouldn't think you should be surprised. But every time you look at some significant data set, I've found you're always surprised by something. Yeah, so you're going to

see that outlier. It's like, well, what is that thing? Let's dig into that a bit more and understand what's going on there. And you know, to your point, you can save a lot of money, a lot of time, a lot of maintenance. You know. That's the other interesting thing about IoT is is predictive maintenance stuff. Absolutely. I've been a

huge fan of this for years. As soon as I learned about I was like, oh, wow, that's cool, because the engineer who has to go around and check all the doors and check all the windows and all that stuff, that's a really boring job unless you've got some IoT solution where it's predicting, Hey, this heater is going to fail. We know because we recognize the pattern and usage. It goes up and it starts making a noise, And noises are a big part of that stuff too, right, like

hearing the sound, noise, vibration. And it's like any industry with any kind of machines, whether you're in a skyscraper or a factory or a car, you know, and you always hear the deal that the folks have been working on those for years. When I put my hand on this machine, it vibrates a certain way. It's about to die next Thursday, right now. And the reality is is we can't rely on that forever. Those folks are going to retire. I mean, I'm up here in Seattle on it.

Every year there's some deal in the news. We're like, wow, you know, all those aircraft engineers at Boeing they're about to retire. And no one knows how to build airplanes anymore, and we don't know how to monitor. And it's like you got to let the data tell you. You've got to start instrumenting everything and let the data be your guide, you know. In a way, that's it. It's the instrumentation and then it's the

collection of all that data. And that's where maybe in the next segment we'll get more into the the the unwielding nature of IoT because you know, what you're typically measuring are simple things like temperature or amount of light or CO two levels or whatever it is. It's it's some particular thing that the sensor is designed to watch for. But then again, trying to aggregate all that stuff and manage and it requires some some sophisticated knowledge about how to look for things

like what is the pattern I'm trying to find in here? Is it when it goes down? Is it when it goes up? Is it like a variety of different things. That's what experience will tell you, with the aid of course of machine learning in the background, because the machine learning algorithms don't tend to sleep. They just work all night long and they do their little thing, and you wake up in the morning and they go, oh,

why don't you look at this? Why don't look at that? And I for one thing, that's how most AI solutions are going to provide value in the future is by suggesting things to you based upon the baseline and the pattern they're seeing right now at this moment, folks, don't touch that. Del'll be right back. You're listening to Inside Analysis. Welcome back to Inside Analysis. Here's your host, Eric Tavanaugh. All right, folks back here on

Inside Analysis. You're truly Eric Kavanaugh with Rob Tiffany of Red Bison. He's been all around work for a bunch of big companies. Ericson. I think ATACI was talking about earlier, and of course Microsoft building Azure. That's not a small job building out this what is basically a cloud platform. And I often joke the irony strikes me that Microsoft saved us from the monopoly of Amazon Web Services, since Microsoft had the monopoly for years of operating systems and that

caused a lot of trouble. I had a theory that Linux was born out of a desire to escape from that, and someone told me, no, not really, But it did serendipitously work out that way, that Linux thanks to IBM dropping a billion dollars into it to harden it to make it an operating system for enterprise solutions, and it won, and now Linux is the de facto standard, and open sources teetering a little bit these days, but we wanted to get a bit more into the IoT stuff, because I think

you have to appreciate how on wieldy it is to have, like even in a large office tower, like how many phone systems are plugged into this thing, how many HVAC systems, All these different systems are plugged in. They're all pulling on the power. And that you want to talk about black magic man, like really getting into power. Like in these older homes, you can tell, like when the heater turns on, the lights dim, you

know, it's because it's like pulling on that flow of energy. And to really understand that, and I'm guessing you guys got some great data and analytics on that kind of stuff can be very compelling in terms of knowing how to save money, knowing how to provision services more effectively. And that's all really important because when the network doesn't work, ain't nobody happy, right, right? You know, the network is totally a trojan horse for us to get

to do all those other great things. It really is like that, you're honest about that's fun it is, you know, you know, because I've seen other IoT players try to go after building management and do building IoT stuff because there's a lot of great use cases there and most of them just failed. They couldn't get into the building. They didn't know the right people, they didn't have the right you know. In the end, it's still about

people and connections and what you're already doing there. And so since we go in, we're giving the building something they really really really want. People want fast internet and they want to be able to connect, and they needed to be reliable. And so because we do that, that gets us in there. And you can imagine if you own the network throughout the whole building, IoT needs a network to ride on, right, you know, and so like you mentioned earlier, you know the low low power, you know,

low frequency stuff like Laura Wan and things like that. You know, people use outside where you have your IoT devices need to live for five or ten years on a battery. Luckily, in a building, we've got electricity to plug into, so we don't have to worry about that as much. But since we own the network, we've got the fastest, lowest latency network. You can imagine right there, all those IoT devices now it's easy for them

to piggyback on that and for us to get to all that data. If you look think about like a pied chart of where the energy is being used in a building. You know, it's lighting an HVAC or your two biggest culprits. And then apparently then just everything that gets plugged in, all the extra stuff, whether it's a printer or your PC or whatever, a million things getting plugged in turns on, that turns out, that uses a huge

chunk. And then of course there's that relationship between energy usage and emissions, right. It kind of goes hand in hand. And so you can monitor energy usage at a building level, you know, voltage, all that kind of stuff. But there's some great IoT sensors they have today where you can kind of do segmented monitoring of power usage in just certain parts of the building. They've got these little devices that you literally hook onto the cabling of the

electricity. The power and the ambient energy coming off that cable is enough to power the IoT device. Wow. And then the IoT device a lot of times is using like that low low power, low uh frequency stuff like Laura to send because it's sending just little tiny bits and bites of data, nothing major, so you and it'll tell you how much. And so you can do something called sub metering where you can say, wow, this port, you know, this many floors or this part of the building is is really

a culprit. It's using way more energy than all the other guys and stuff like that, And so you get a better granular view, you know, back to what we were talking about. You know, the data is going

to tell you what's really happening. And so instead of saying, I know the power usage for this whole skyscraper, now I have a granular view of who's using what, and you can then make better decisions, and you can do management and you can improve the situation or anything that not just electrons but water, right you water and pipes and pumps all over the building to you know, people are like, how is it that you have a bathroom on the eightieth floor of the building. How does that work? You know,

how's water coming out of the closet. There's this world of pumps that's pushing water and stuff up there to make that work. You know, I've done a lot of stuff kind of in the you know, reducing emissions that I don't know if you've ever heard of the United Nations Sustainable Development goals. Sure, so so I've built technology to you know, a lot of IoT to

help that. Well, one of the big ones is water. It turns out where I forgot how many millions of gallons of water gets leaked and lost fresh water every day in our cities, in our buildings and so and then you know, at some point you start to realize that fresh water turns out to be one of the most important resources we have, and so being able to monitor and find leaked where there it's happening, and that whole matrix of plumbing going out throughout a building is kind of a thing. Oh yeah,

yeah. I mean I spent the number of years living in New Orleans, and the data on the amount of water that is lost from the facility to the homes it's like, I want to say, it's like two thirds. It's it's a gobsmacking number which shows you how many holes there are in the

system. I mean, my first job as a newspaper reporter, I interviewed a guy from in situ Form I think is the name of the company, and they would go in and use really which at the time was for cutting edge technology to go through pipes and like sense where the holes are, and they would actually line the pipes with like a synthetic material to prevent it from

leaking and doing things like that. But you know, just ask anyone who had plumbing problems, man, Like, getting to the bottom of that is a huge issue, and that's something that IoT can help you do if you have the sensors in place, because you can sense the vibration and how much water is moving through here versus here, and you can use that to identify, Okay, well the problem must be here, So that's where we're going

to drill through your wall. Like it's brutal. You made the comment earlier, just creating a baseline m h without even doing any crazy AI stuff. Just simple KPIs right, you say, I expect this, like you know, like KPI is green, yellow, red. Right, if you're in the green zone, I don't need to do anything. If I'm starting to lose water or electricity is going off or or whatever it is you're monitoring, you know, you get going to the yellow and you head towards the red

zone. You can you do pattern matching on the data the packets that are coming in telling you what's going on right in those pipes in the electricity. You know, how many people are in the building all that kind of stuff, you know, and you say, I expect kind of like in New Orleans, I expect this much water to make it from here to here, right, And the reality is, well I lost two thirds of it.

Maybe there's a problem, you know, and so you've got to, like you said, you've got to measure it or you can't absolutely can't manage these systems. And so IoT. You know, I often talk to folks they think they need the most advanced technology to do IoT to compete in factories or whatever. And I'm like, just remember, you're competing with a guy with a clipboard. That's really what it is. That's who your competition is. Some guy taking logs, monitor looking at gauges, you know, things like

that to find out what's really going on. And so IoT is that person. It's that person taking logs except continuous monitoring. Right, that's brilliant. I'm going to quote that and post it here shortly, Like you're competing with a guy with the clipboard. That's right, Well, as you suggest,

until you take those baselines and let's think about it. Flow applies to water, Flow applies to electricity, flow applies to data, to information packets going around on your network right and getting that baseline you talk about security, getting a baseline of network traffic and what happens every day. There's a company and a dot I think they're based in Israel and they can't remember how they started, but they're all about anomalies. Basically, they're looking for strange things like

what is different from yesterday? Well, you don't know until you have a baseline. Once you get a baseline, then you can start analyzing and understanding all right, now, why why did things slow down for this period of time? And you know, there's a guy I interviewed gosh fifty fourteen years ago in the show I Love this name, Zohargi Lot. He was with a company called Precise. They got bought by who were they? They got

bought by Idea I think. And it's basically it's it's troubleshooting for systems, and you know, these days it's even more complex than that, with Kubernetes and containers and all this stuff. It's like, oh my god, yeah, once might have all this observability stuff these days, right, but now you have to like collate all that observability data and figure that out. So it's like, you know, this stuff comes just but again the point is

understanding what's normal and then what's not normal, and so hard. We were joking about stuff because I was saying, even if you have all this great technology, you're still looking at histograms. You know, CPU usage went up, network went down. Well, how do we correlate these things? And of course that's where time series comes into play. It's like, well, let's look at the time series and see what was leading up. There's a slow rise here and then a big fall there. It's probably related, you

know, absolutely absolutely, and then go ahead. Another thing I thought of that flows through a building and underneath everybuilding in a city is natural gas, right right, And so that continuous monitoring is so critical, so you know in real time and you can react to it even if you're not doing predictive maintenance. Right, you can nip it in the bud super fast because you don't want to find out too late that there's a natural gas leak, right

right, right? I saw some and it was a house just exploded in something. Right, Oh, it's so bad. Well, and there there are sensors for everything. I mean, that's the thing about IoT, right, is you get all these new kinds of sensors coming out, and they're getting better and better and cheaper and cheaper, right, because a lot of these things are very inexpensive and their whole job is just to go hello when

something changes. Right. But then once you get that all in line, then if you have a good IoT solution, you can save I mean, you know, the cost of being able to troubleshoot quickly versus over a long period of time is massive in terms of disparity, like and the you know, the reputational harm, the damage to human beings and the buildings. I mean, good god, water in particular, I'm sure you know being in the industry, like you get water leaks that go for a while. Man,

oh no, exactly exactly. So you're right, you know, make sure you've got these little slow cost leak detection sensors in the bathrooms, right in the room. If there's a restaurant, there's a kitchen, there's a you know whatever, so many simple things. Temperature, you know, worked with restaurants that are in buildings and just having temperature sensors in the walk in

cooler and the freezer. You know. I remember having a guy said, yeah, you know, one of the you know, and we're not talking rocket science here, but one of the employees left opened the door for the freezer as he left for the weekend, and it was going to be this closed down three day weekend. But luckily that sensor told them. And we're not even talking about some cool dashboards. It was just a text message.

And the guys like, yeah, it saved us, Like we would have lost thirteen thousand dollars worth of food that would have gone bad just because of that. Wow. And then and then the leak stuff. You're right, is just horrible. In fact, you know that's one of the biggest insurance companies When they have to do payouts. You assume it's a fire is the number one, but turns out flooding is number one. I'm sure it's neck

deck with fire. I knew some guys at an IoT company and their way to instead of charging customers to put in sensors for leak detection in their homes or buildings. It turns out when the insurance companies looked at their actuarial tables, they came to the conclusion that they the insurance company would pay for the sensors for free and everything because the loss when it happens is so horrific.

Wow. So that's cool. Yeah, it is cool. And so a lot of times it comes back to money and insurance and figuring stuff out like that. Well, but it makes a lot of sense. And that's why

you want actuaries there, right. It's because they're saying, all right, well, if we just go ahead and incentivize people to get these sensors in place, we're going to save on the back end millions of dollars, which is probably true because all it takes is one bad apple to just screw the whole bunch, right, absolutely, absolutely, Yeah, So yeah, it's great having that network in there. I was surprised to find out that a lot of theseuildings, you know, you put in different systems, like you

mentioned elevators or HVAC or lighting. There's all kinds of systems put in by different companies. And what we've discovered over time is each one of those has the building owner install a completely separate high speed network circuit interesting for each individual

thing. So you might come to a building and find out that this building's got five or six separate networks all to cater to these different vendors and stuff like that, and so a lot of times we help save money for buildings by consolidating those down too, you know, lower cost but faster, bigger pipes that way, which is kind of interesting. Yeah, and I'll bet that. And granted just takes some analysis, and this takes some time to

kind of dig into. But because you do host command and control for all these different systems, you can do time series analysis across different scenarios. So when something happens or when a bill comes into high or whatever. It's very frustrating if you have to look at five or six different systems. But if you can go to one master's system that has control over all of them, that's where you get that single source of truth and can really kind of dig

into it. And I you know, again, I have to believe that there's a lot of money to be saved by not freezing all of your denizens every day it's sixty four degrees fahrenheit. You know, it's like, okay, I know we want to be cool, but does it have to be that cool? Like can we just maybe ease off a little bit and just and see what it is? When you see the numbers, you'll find out

what the deal is. But folks, don't touch that. That will be right back talking to Rob Tiffany of Red Bison, all about IoT and fun stuff. We'll be right back to Welcome back to Inside Analysis. Here's your host, Eric Tavanaugh. All right, folks back here on Inside Analysis. A fascinating conversation about networks and electricity and gas and things that flow. Right.

You want things that flow like cash flow right, You got to watch out and you get a big pool of cash like that's when trouble starts. You want it to be flowing. You want everything to flow through your organization, energy, food, fuel, all that kind of fun stuff. And we've been talking about the networking side of that, which is a foundation of

the information economy. You could argue is networking right. It's the ability to move information from one place to another, to enable functionality, to enable people to do cool things. And Rob Tiffany of Red Bison knows a lot about all that. We wanted to get in a bit more to the I guess to the edge stuff, and just to people understand edge basically, your cell phone is at the edge. A computer can be at the edge. It's

an edge device basically. And we went through this interesting period of time client server, because we started a mainframe, you do client server, and then the cloud came along, and then you get hybrid cloud and multi cloud and all that stuff, and then the edge comes along. The edge is very very interesting because it's it's not the data center per se. It's not like the big corporate data center. It's not the cloud. It's not just one

device. It's all these devices that are out on the periphery basically, but you could do interesting things there. And you were talking about this earlier, rob where you know, you come in, you build a network for the office tower. And by the way, we now have servers on every other floor, so we can do a little mini cloud for you. We don't have to send stuff up to the cloud, because what happens when you're sending everything up to the cloud. You got to go through the network. Right.

I was in the had Dupe space, which was a big deal. You may remember had Dupe, But the network was the achilles heel because you had to move all this stuff around the network, and so all of a sudden that becomes the bottleneck. And anyone knows in business as in life, bottlenecks are where you have to figure out what to do, and you guys have done some interesting things on that, So tell us about how you're able

to enable all sorts of interesting service for your clients. Yeah. Well, since we don't just install the network and walk away, we kind of do this network as a service, so we're actively managing it. We have hardcore firewalls all over the place, We've got AI built in our networking gear, and so we actively manage and so that's an ongoing thing that we do to make sure performance is always there to nip things in the bud. Like we

talked about with other things. Security is the huge deal, but just make sure you know a customer's paying for this much bandwidth, we have to make sure that they're getting it. And so actively doing a network as service then gives us the ability to go in and provide other services and have that confidence because you're right, you talked about hadoop and the network bottleneck being an achilles heel for a lot of that stuff. So, since we have this crazy

network that we're managing actively. So you walk into a skyscraper and every floor there's this weird door that's like a closets. Do you remember the good old days when companies used to put their IT stuff in a closet kind of yeah, servers literally in the closet. Yeah, and the closet, you know, before data centers got big or anything like that, there's the IT closet or whatever. Okay, that still is kind of here today, believe it

or not. And so the bottom floor, don't remember what the acronyms stand for. The bottom floor is called an MDF and that's where the fiber optics comes in, and that's where all the building management stuff is. And then on the subsequent floors you have, they're called IDFs and they're smaller. So since we get space, since we own the network, we get space rack server space on every other one of those floors to put compute in there. And so you kind of asked the questions, well, gosh, you know,

so we have cooling, we've got electricity, we've got compute. It's right there. It's inside the security envelope that we've created. Like you're inside the building and you're protected by our firewall and we're actively managing it with AI systems. And so you've got an interesting scenario where into your point there's all kinds of edges. I used to think I knew what edge computing was in the early days of IoT used to be like a rugged PC talking to machines

in a factory. And then the sensors and devices themselves got powerful enough that we did compute there right at the very very end, right at the endpoint almost, and so what we're able to do and then gosh, there's companies that are doing edge computing like literally taking shipping containers like cargo shipping containers and packing them full of servers and dropping them in someplace in a city and hooking them up. And so the edge thing is super disruptive to the cloud.

It's also probably collaborative as well, and so lower latency because it's closer to the source of the data or the people who need to use that stuff. So since we put this edge compute, we are users of it, and then tenants in the building or the building owners are also can use that. And so I'd say our first product offering around that, that was a real

no brainer. With security cameras, turns out, lots of buildings, lots of people are into having you know, different security cameras around their thing. It's kind of a thing these days, especially actually it's booming these days. I hate to say it, right, it's good for business, but it's

it's bad for society that we need more security cameras. And so normally you'd have all these you know that the rise years ago is of IP cameras, you know, and all these standards to stream HD video and record it and do playback. And so a lot of folks are just streaming it off to AWS or Azure or GC, you know, some cloud and they're paying whatever for storage up there. So since we have this edge compute, we're like, well, you're in the building, you could just stream all those HD

streams to us. And we have massive, you know, hundreds of terabytes of storage locally on site with our edge compute, and so it's a low latency, high speed way to get that stuff saved and recorded and then playback really quickly. And then if you want to tie in all this crazy AI stuff to it. You know, you're seeing more and more computer vision where it can actually recognize what's going on or is this a person or if that's a cat, or this person went from this place to this place or whatever,

you know, and so folks are interested in that. So that's a good use case the same kind of business workloads you might run in the cloud, you know, like there's the standard I need to spin up a VM and I need much storage business workload. Sure, we do that at the edge, as it turns out without having to buy the edge versions of Azure or AWS. They'll have special fund names for those kind of things and having to pay them for that. Turns out there's lots of great open source solutions.

Back to you were talking about Linux based on Linux, you know, me being spending so much time in the time world. You know, all the telcos, a lot of them are using what is it open shift, which is red hat the open stack, you know, Canonical, Ubutu, those guys. Yeah, they even have a smaller version that we've utilized. It's literally, i think it's just called micro cloud. And so you can

imagine having being able to take a few nodes. It works with as few as three nodes three servers basically, and it'll create a cloud instance and it will cluster together storage and everything dynamic. It's so much easier than it used

to be when we had to really do this by hand. Yeah, and then providing kind of that web interface and now we're providing it just to people in the local, you know, building, and then they can click and say, yeah, I want to spin up a VM that's using two virtual CPUs and this much RAM, and I'm going to run my workload right here in the building and it's going to be cheaper, it's going to be lower latency, it'll be more responsive that kind of thing, uh, or just

or I just want to do storing data back data like you might do the cloud or obviously there's no shortage of cloud based backup data services out there, right, they can do stuff like that as well, and so they can run workloads we'll run our IoT stuff is running at the edge in the building and talking to all those sensors and all those building systems at high speed and load latency, and so it's kind of a win win for both of us.

And yeah, customers are als, you know, a lot of I'm surprised there's still people doing it closets today and they're like, can you be yourn right? Well, And I mean I'm guessing that you have enough analytics from some of the instances that you have to be able to do some consulting on this stuff to be able to say, hey, you should put this

here, put that there. I mean data centers, you know, for example, knowing where to put stuff in the room is pretty important, and being able to track where the airflow goes you have your hottest machine means right underneath this particular area, doctor, I mean, there are specific things that you can do that take a lot of attention and take a lot of effort

to focus on. And it's so important because it's very expensive to run these big buildings, and it really helps to be able to know what is this cost, what are our options for being able to achieve this in some different way, And just having another competitor to the existing cloud service providers is also good stuff, like just because you'll see there's certain use cases where you really want that very very low latency, you know, if you're doing a data

science project for example, or experimentation PII. They are all these different use cases where it makes sense to not go up into the cloud, and you guys are giving an option for doing all that, right, it's just another option, you know. There was that notion. I think a lot of us felt like with the growth of the hyperscale clouds that the data center business was going to go away, and it turns out the inverse has been true.

They're building those centers like there's no tomorrow, and as soon as they open they're being sold out, packed full of servers. Five years ago they were doing bitcoin mining. Now they're all AI training factories. Wow. And by the way, Helium was the company I was feeling of the guys from Helium. They're the ones that do the low frequency I mean, that's just so fascinating to me, using low radio frequency to communicate an IoT devices.

Well, folks, look this gentleman up online, Rob Tiffany from Red Bison. If you're in the commercial property space, you want to be talking to these guys. Folks, you've been listening to Inside Analysis. Okay, folks, time for the podcast bonus segment here on Inside Analysis. A great show with Rob Tiffany from Red Bison, and you threw out that great segue at the end of the segment talking about training AI. And there's a company called

Hammer Space. I was on The Girl's Show a few weeks ago. They're actually training Lama too right now, so that's pretty interesting. And she was talking about how there are shortages of like you can't even get the processors because everyone wants them, because all these companies are trying to train AI. And you know, frankly, I know for sure that these AI models are going

to fundamentally change computing. You know, it's I look at you know, like for example, when chat GBT was unveiled like in April or something or May, I started playing around it. Within five minutes, I was like, Oh, if it can do all these languages, I bet it can

do code too. Yes it can, Yes it can, right, And it's like they all we had to show last week on this and they're just talking about Usama Fayad, who is the chief data officer for Yahoo, was saying, Yeah, really, scientifically, it's not that much that interesting about these They're just weights. They're just weights, and it's a predictive engine, but it has so much information that it is absorbed. And yes they do hallucinate. Yes there are these issues, but I think they're going to figure

out a way around all that. And I think what you're going to see is a whole new generation of software applications built on top of these things. And guess what a company like red Bison, because you are running the network as a service you're very well positioned to do these sorts of add ons and to basically come in and say, hey, guess what, we have this new service where we can help you train your own private instance by using all

this data of your usage of what you've done over the years. I mean, there's all these things you can do if you have the data right. Absolutely absolutely, you know you're right. Nobody can find those in video GPUs that everybody wants. I mean, I guess in video was the biggest number

one stock performer in twenty twenty three. Yeah, because everybody wants what They've got to train AI models and it's going crazy, and so you know, being able to but I think you're also seeing AMD is starting to get some love. Intel had to recognize that they need to get in that game. And there's been a lot of talk in the last few weeks about aipcs and neural processing units in just kind of desktop or laptop class devices, and so so we'll be we take advantage of GPUs, you know, in our edge

compute, so that we can we're training models ourselves. And you know, and actually to your point about writing code, as I've been building a lot of technology, I've been using it as an assistant. You know, I've used chat GBT and I've used a Microsoft's Copilot and they've integrated Copilot in with GitHub and so you know, when I have to if there's some tough problem you're trying to solve, you'd be amazed of how good it is at figuring

out you know, complicated scenarios or algorithms and stuff like that. And so it's helped me to build software that does AI. Your ability to not just have to use AI training software that's in the hyperscale clouds. There's a lot of stuff you can do locally. You know, you can use Python. I've been using a technology for Microsoft called mL dot net, the dot Net

framework and c sharp and all that stuff. In that world. They've they've built a AI training system that's like Microsoft Times to make things easy, which is great helpful to train models using a dot Net and c sharp versus Python or R or something else. So and you can do it locally. And so we can have that technology to train models right there locally at the edge for folks. We can do it for ourselves. We can do it for tenants, but you can imagine doing it for third parties who aren't even in

the building. Right, Like, when I think about how I'm designing our edge cloud, basically is taking a lot of the ideas we had at Azure and at AWS head this notion of availability zones. You know, you always want to have uptime and availability. So you can imagine now that MDF on the first floor might be the main place, but those other closets above there, those are availability, these zones where we replicate data right across so that

different things can go down because the cloud's designed for failure. You know, servers are failing continuously, but the software keeps it going. Yeah, so we start there with availabilities one that way, the next step for us will then be in the same city where we have other buildings replicating across that and then so just like you know, just like you so yes, I'm sure

you'll say, yeah. I remember when I talked to some guy at read Bison and they ended up taking down all the hyper scale clouds just quietly as the thing just came to life, and it was in every building on every city in every country. That's wild. It is wild, but there's a demand. There's a demand to train AI models by people and people are looking for compute wherever they can get it, and so data centers are being built as fasts they can and so uh, that's kind of how I think of

our our edge cloud. You know, it'll do that edge IoT stuff, but it'll will use it for other things as well well. And you hit the nail on the head when you mentioned how they're just filling up immediately, so you know, I remember just I'll close on this, but I remember interviewing a guy from the Illinois Department of Transportation like thirty odd years ago in my first job, and he made a really interesting point. He said, the law does not allow you to plan the size of a highway based on

projections of future traffic. You have to look at existing traffic as your baseline and then build the highways. And he said it's a bit of an issue for us because as soon as we build these big three four lane interstates, boom, they're filled. And they did that in Illinois with I three fifty five, because you've got fifty five, which is a major highway and just

gets clogged as heck getting into Chicago. But they built three fifty five, and I mean within days, it was just packed with cars, because now you can go all the way up to the North Suburbs in like thirty two minutes when he used to take you an hour and a half. So you go see your friend up in the North Suburbs. You go shopping to different malls and things like that. So people use stuff when you make it available.

Then you got to And the other thing with the data center is that you reach the end of the data center, you cannot get one more box in that data center. That's where the edge comes into play. Because if you've got a bunch of these little edge nodes, then guess what, you can very quickly absorb the demand and take their money and make good things happen. Right, that's the plan. That's the I love it. Well, look these guys up online. What a fun conversation with Rob Tiffany of Red

Bison. Send me email if you want to be in the show. Info at inside analysis dot com. We'll talk to you next time you've been listening to Inside Analysis. Southern California is Inland Talk Express is kcaa open for takeout and delivery. Hell Tapiac Mexican food restaurant in the tri city center of Redlands is back their entire family is on hand to serve up their delicious burritos, but chaka charizo, Wavosmanchero's steak and eggs just part of their mouth watering great

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