บทถอดความฉบับเต็มของ Automating Connectivity: The Future of Digital Infrastructure

and trying to go to every enterprise in the world. 00:04:38.089 --> 00:04:46.886 We want the channel partners and managed services providers out there to come into this connected ecosystem so they can benefit from it. 00:04:46.966 --> 00:04:50.951 Yeah, and so this we're excited by the way of partnering. 00:04:50.951 --> 00:04:53.968 So we've just joined ConnectBase, which is really exciting. 00:04:53.968 --> 00:04:54.591 I'm ecstatic. 00:04:54.591 --> 00:04:57.262 I love what you guys are doing, yeah, and what's cool. 00:04:57.262 --> 00:04:59.389 I mean, we've always been this. 00:04:59.389 --> 00:05:05.629 Everything that Megaport's done has been highly automated so it can be delivered instantaneously. 00:05:05.629 --> 00:05:18.574 We've got APIs to go and suck that information down and the difference is you can show that to someone and then they could deploy, you know, within minutes in fact, 60 seconds is sort of what we would say to actually deploy. 00:05:18.636 --> 00:05:28.528 So the the ability for you to show the value that we provide, the cost that we can bring to that, and then I think the next piece is like well, we can deploy what now? 00:05:28.528 --> 00:05:29.211 Like your answer. 00:05:29.211 --> 00:05:30.937 So we're excited about that. 00:05:30.937 --> 00:05:37.923 But something that we've invested in most recently megaport was really well known for this cloud connectivity right. 00:05:37.923 --> 00:05:40.531 So if you think of megaportort, everyone's like oh, you're the cloud connector. 00:05:40.531 --> 00:05:48.509 And what people probably don't realize is we're one of the largest data center interconnect companies, like point to point data center. 00:05:48.509 --> 00:05:58.410 Just very simply, if you're in one data center and another and you need to connect the two of them, a lot of folks missed that Very important service, though in the world today Super critical. 00:05:59.281 --> 00:06:01.048 And we've been building out massively. 00:06:01.048 --> 00:06:09.129 So if you look at all of our 400 gig backbones, which enables us to, in literally 60 seconds, deploy 100 gig between those data centers Wow. 00:06:09.129 --> 00:06:14.802 So we're excited to sort of more broadly share that, and I think that's one of the challenges with Megaport. 00:06:14.802 --> 00:06:15.642 We're a small company. 00:06:15.642 --> 00:06:21.569 Being able to get that message out to a whole range of different providers becomes key, and that's where we're partnering with you. 00:06:21.569 --> 00:06:26.276 And the other one which we're really ecstatic about is internet. 00:06:26.276 --> 00:06:33.211 We're one of the only companies we think on the planet that has totally automated the ability to deploy internet. 00:06:33.211 --> 00:06:33.564 Just to make it simple and easy. 00:06:33.564 --> 00:06:40.605 That's where the simple and easy button and we should be extremely cost effective and highly resilient. 00:06:40.605 --> 00:06:57.466 So it's like our value prop is um should be the lowest cost, we should be deployed instantaneously, and we should be more resilient, so it's like cheaper, faster, better, something like that, which is usually pretty good philosophy yeah, that resonates and, at the end of the day, internet is still the most popular request. 00:06:57.505 --> 00:06:58.809 It's needed by everyone. 00:06:58.809 --> 00:07:03.045 It's like oxygen, absolutely the world really does not work without it? 00:07:03.045 --> 00:07:03.747 Yeah, it's not. 00:07:03.827 --> 00:07:04.850 AI, it's still internet. 00:07:04.850 --> 00:07:06.925 Yeah, exactly, no, we appreciate that. 00:07:06.925 --> 00:07:10.470 So how many requests for just internet as an example? 00:07:10.620 --> 00:07:14.870 You sort of about 65% of our flow today is internet related. 00:07:14.870 --> 00:07:19.860 Wow, yeah, which is meaningful, yes. 00:07:19.860 --> 00:07:20.262 Is internet related? 00:07:20.262 --> 00:07:23.935 Wow, yeah, which is meaningful, yes, uh, up and down the stack, different speeds and feeds and ties, but 65 is a big number let me ask you something. 00:07:23.995 --> 00:07:36.170 I was just thinking, as you're sort of saying how many, how many, a lot of telcos, um, are terrestrial bound, like, yeah, absolutely land locked, shall we say, or even country bound, if you you look at Europe. 00:07:36.170 --> 00:07:43.997 I think one of the unique things about Megaport, one of our differentiators is we've never been bound to physical assets. 00:07:43.997 --> 00:07:54.500 So, unlike a traditional telco who would have to run fire back monetized asset over 30 years, we actually have the benefit of being able to procure from anyone anywhere, which means we can land everywhere, sure. 00:07:54.500 --> 00:08:04.035 So how do you see us from a global lens, or how does that in your mind, think of us from a global perspective versus, I assume, every country? 00:08:04.035 --> 00:08:06.684 You're trying to find the local carrier in that region. 00:08:06.684 --> 00:08:07.927 So we have um. 00:08:07.927 --> 00:08:09.670 Is that something unique or something different? 00:08:09.911 --> 00:08:12.767 it is and it's really marrying up the, the need. 00:08:12.767 --> 00:08:17.446 Uh, you know, with simplicity, better, faster, cheaper concept yeah you have. 00:08:17.970 --> 00:08:21.408 Wherever that user is Cause, ultimately people are still where they are. 00:08:21.408 --> 00:08:33.094 You know we can't box them up and stick them inside the data center, so they're going to be geographically diverse, um, but getting that same experience, getting access to the right things, is important to them. 00:08:33.094 --> 00:08:34.799 And, uh, you know. 00:08:34.799 --> 00:08:45.729 You look at the activity inside of our platform, across our ecosystem, with, you know, hundreds of partners, you know putting in all these solutions and 65% of the time it's Internet. 00:08:45.729 --> 00:08:48.826 Those Internet needs are, you know, globally

dispersed. 00:08:48.886 --> 00:08:49.568 All over the place. 00:08:49.568 --> 00:08:50.991 Yeah, oh, it's cool. 00:08:50.991 --> 00:08:54.980 We launched Internet not that long ago. 00:08:54.980 --> 00:08:59.570 We've had an Internet product for a while and, funny enough, it's such a simple thing for us to add. 00:08:59.570 --> 00:09:08.011 It's technically complicated in terms of delivering the automation, but that solution is sort of an obvious solution for us to land in. 00:09:08.011 --> 00:09:10.087 We've seen it's just exploding for us. 00:09:11.565 --> 00:09:13.190 And it opens the door to more too, though. 00:09:13.190 --> 00:09:22.388 Once you land with an internet product, then you start understanding well, hey, there's needs to connect the data centers together, there's needs to connect to the cloud. 00:09:22.620 --> 00:09:26.548 Well, the Megaport is when. 00:09:27.591 --> 00:09:38.828 I always laugh, it's like the Megaport is like if you're an Uber driver and someone said I need a Megaport, it's like the equivalent of delivering you a wheel when all you need is actually you want to get from a to b. 00:09:38.948 --> 00:09:42.783 The port is like the wheel, but the interesting part, it's an important part of that process. 00:09:42.783 --> 00:09:53.403 So if you just got internet from us as an example, the interesting thing is it comes with a wheel which is the port, and that port then says, all right, you could just use that for internet or for us. 00:09:53.403 --> 00:10:09.451 You could say, all right, mass connectivity to cloud, or we could go data center to data center connects, or you could start to land with the ecosystem so you could connect, say, to Cloudflare or something that's important to you, or Salesforce, or it's to any of these GPU as a service providers, and so on and so forth. 00:10:09.451 --> 00:10:16.784 So it's like one port, a billion trillion different options in terms of what you do with it, but it could just start with internet and that's where it scales. 00:10:16.784 --> 00:10:21.413 So we're excited about that sort of land and then the opportunity to go back and say did you know? 00:10:21.413 --> 00:10:22.000 You know, did? 00:10:22.020 --> 00:10:23.024 you know you could do more with that. 00:10:23.024 --> 00:10:25.461 Yeah, that's part of our philosophy on that, did you know? 00:10:25.461 --> 00:10:25.721 We? 00:10:25.721 --> 00:10:26.884 We believe you know. 00:10:26.884 --> 00:10:33.825 If you're digital and you put the tools in people's hands, in their framework of how they work, you know good things happen. 00:10:33.825 --> 00:10:40.133 Yeah, so what we're trying to do is extend that great experience that you guys deliver into the way partners work. 00:10:40.293 --> 00:10:51.282 yes, and by doing so, we think we're just going to open up more opportunities for them yeah, I say this a lot like one of the um we see everyone says isn't, isn't megaport? 00:10:51.282 --> 00:10:52.085 Like a no-brainer? 00:10:52.085 --> 00:10:52.807 And I'm like it is. 00:10:52.807 --> 00:10:54.375 You know, um, there's. 00:10:54.375 --> 00:10:57.202 I always say there's two types types of companies out there. 00:10:57.202 --> 00:11:09.567 There are those, those customers that have heard of Megaport and they are a customer, and there's that group of companies and then there just are the rest that have never heard of Megaport. 00:11:09.567 --> 00:11:17.613 Because everyone that's heard of Megaport we can solve a critical need for every company on the planet pretty much. 00:11:17.613 --> 00:11:25.589 And if you've heard of us, we're so simple, so easy, so cost-effective, so much more resilient and instantaneously deployable. 00:11:25.589 --> 00:11:27.265 You're like why would you never do that? 00:11:27.265 --> 00:11:35.639 Our challenge is we're this tiny company with 300 people that live in 26 different countries around the world, so our scale is tricky. 00:11:35.802 --> 00:11:41.745 So the partnership is huge In a world of trillions of dollars and lots of things out there and God knows how many. 00:11:42.702 --> 00:11:45.892 Yeah, I mean, we're a small sales team in comparison, right. 00:11:45.892 --> 00:12:03.341 So leveraging your platform is really exciting for us because we get an ability to hopefully make people aware of what we can do, just solve the simple things, and if they're aware of what Megaport can deliver for for them, hopefully we have more of the same which is like oh, we found you, I didn't know you could do that. 00:12:03.561 --> 00:12:17.610 oh my god, this is such a no-brainer, I'm so glad you're here sort of thing yeah, when you show up and you're able to participate, then it just makes it easier to then go and say this is what we do, and it becomes that aha moment that triggers a relationship yeah, which is our goal. 00:12:18.091 --> 00:12:19.142 And so what are you guys doing? 00:12:19.142 --> 00:12:20.644 What's the future of connect base? 00:12:20.644 --> 00:12:21.707 What's next for you? 00:12:21.807 --> 00:12:31.322 more patrillions of more data definitely data in there at heart, and I believe it's the foundation for uh, where ai is going to take us. 00:12:31.322 --> 00:12:35.620 Yeah, be the foundation for great experiences for our partners like yourself. 00:12:35.620 --> 00:12:41.192 So data is going to be you a foundational element along the journey. 00:12:41.192 --> 00:12:52.014 We really want to help, you know, transform that buying and selling experience across the ecosystem and continue to bring depth and scope to that around the world. 00:12:52.014 --> 00:12:55.966 So you'll see us push deeper into Asia-Pac. 00:12:55.966 --> 00:13:03.384 Europe is our fastest growing region in the world right now and we'll continue to expand there. 00:13:03.384 --> 00:13:07.086 But you are already so dominant in the United States. 00:13:07.086 --> 00:13:10.264 Yeah, in the United States we started here. 00:13:10.264 --> 00:13:27.339 We've

penetrated big, medium, small partners, rural broadband, up and down the stack, data, data centers, all kinds of different things and, uh, we're trying to replicate that around the world and the channel model um in the us is different. 00:13:27.438 --> 00:13:34.017 I is to and it's much everywhere else actually, and it's growing and it's expanding globally. 00:13:34.017 --> 00:13:34.999 So is that right? 00:13:34.999 --> 00:13:37.143 You're starting to see this sort of agent model. 00:13:37.143 --> 00:13:41.009 We're seeing the US agents themselves. 00:13:41.009 --> 00:13:43.183 They call them TSBs and TSDs today. 00:13:43.183 --> 00:13:50.104 Back when I started, it was agents that they were called, but they've been bought by private equity. 00:13:50.104 --> 00:13:53.173 They've received lots of investments, scaling and growing. 00:13:53.173 --> 00:14:00.568 Scaling, and part of that scaling motion is to open up Australia, move into Europe and extend around the world. 00:14:03.755 --> 00:14:06.246 And I think it's actually different. 00:14:06.246 --> 00:14:10.772 The whole sort of the way in which the compensation works is so different in the US, but it's probably going to change. 00:14:10.772 --> 00:14:14.062 I'd say that that model starts to blend more globally. 00:14:14.342 --> 00:14:18.264 push out, because it makes sense and you start looking at what is a partner. 00:14:18.264 --> 00:14:23.427 Yeah, partner can mean lots of different things, both within the us but around the world. 00:14:23.427 --> 00:14:32.701 Yes, the traditional agency model, the systems integrators, the vars, the distributors, and they're all blending together into this concept. 00:14:32.701 --> 00:14:38.417 Yes, channel, yes, and the concept, the channel, is really important today and then the. 00:14:38.537 --> 00:14:49.741 The first thing is it's a global world and they need to work out how they can get these services where, and you need a really a simple button, as opposed to contacting 50 different carriers in every different country to find out a quote. 00:14:49.761 --> 00:14:53.081 That's not real, that's not right and that's where you need it, when you need it yeah. 00:14:53.081 --> 00:14:54.726 You need it, the way you need it yes. 00:14:54.726 --> 00:14:55.830 And you need it simple, yeah. 00:14:55.830 --> 00:14:57.274 And if you need it, simple yes. 00:14:57.274 --> 00:15:04.025 And if you can do those three things over and over again and add value in a consistent way, it's a really great time to be in this space. 00:15:04.025 --> 00:15:05.327 Yeah, that's super cool. 00:15:05.368 --> 00:15:14.019 It's an exciting business and we appreciate the partnership, so we're looking forward to going big with you this year. 00:15:14.059 --> 00:15:15.000 I'm excited. 00:15:15.000 --> 00:15:16.561 We're a couple weeks away from live. 00:15:16.561 --> 00:15:22.605 We're going to pull the trigger, we're going to make it happen and open it up to the partners around the world. 00:15:22.605 --> 00:15:25.447 And I know you've got a big event coming up as well we do. 00:15:25.447 --> 00:15:31.471 September 3rd through the 5th in Chicago in the US, we're having our Connected World live event Awesome. 00:15:31.471 --> 00:15:35.057 We'll have over 600 at the event. 00:15:35.057 --> 00:15:38.287 It's a fantastic learning and relationship building opportunity. 00:15:38.995 --> 00:15:40.182 You first founded this company. 00:15:40.182 --> 00:15:43.125 How on earth did you come to create this thing? 00:15:43.125 --> 00:15:45.322 What did you get sick of like asking people for quotes? 00:15:46.797 --> 00:15:51.727 Yeah, it's really the origin of the business started from my own experience. 00:15:51.727 --> 00:15:55.203 I started in this industry in the mid-90s with a company called MCI. 00:15:55.524 --> 00:15:55.764 Yeah. 00:15:56.086 --> 00:15:59.538 WorldCom Before WorldCom was MCI in this industry in the mid-90s with a company called mci. 00:15:59.538 --> 00:16:00.360 Yeah, welcome, it was yeah, it was yeah. 00:16:00.360 --> 00:16:02.164 Before worldcom was gotcha was mci. 00:16:02.164 --> 00:16:11.104 Yes, uh, I, uh, I was in sales, uh, she went through the the dot com era and he got through the ira crazy times went through the cell tower. 00:16:11.524 --> 00:16:13.207 Oh yes, boom and bust. 00:16:13.207 --> 00:16:16.144 Uh yeah, covid, all kinds of different things. 00:16:16.144 --> 00:16:32.417 I learned a lot of lessons from building big fiber infrastructure, had a buy side experience with global capacity around aggregation of networks and consuming, and I married those experiences up to recognize that this industry was trading a lot on spreadsheets. 00:16:32.417 --> 00:16:34.822 Yeah, sending emails back and forth. 00:16:34.822 --> 00:16:41.861 Very man, having missed experiences around and probably hasn't changed in the last 30 decades? 00:16:41.881 --> 00:16:44.788 yeah, maybe, yeah yeah and uh. 00:16:45.149 --> 00:16:52.514 You know I I had good outcomes, very good outcomes at my past experiences and but I've wanted to solve something for the industry. 00:16:52.715 --> 00:16:58.674 Yeah, I decided to do that in 2015 yeah, well, you're sort of becoming the oracle for it all. 00:16:58.674 --> 00:16:59.958 It's like the one. 00:16:59.958 --> 00:17:00.841 What do you call that? 00:17:00.841 --> 00:17:01.003 The? 00:17:01.123 --> 00:17:01.222 one. 00:17:01.222 --> 00:17:04.538 I'm gonna have to remember that one, yeah, yeah the single source of truth. 00:17:04.538 --> 00:17:07.005 Yeah, the source of truth is part of the mission. 00:17:07.005 --> 00:17:08.538 Yeah, we want that location. 00:17:08.538 --> 00:17:09.501 Truth we call it. 00:17:09.501 --> 00:17:15.000 Yes, who has what where and can do the best job for whatever is needed to do the best job with the most? 00:17:15.019 --> 00:17:19.229 most updated pricing and you may want to run a promotional. 00:17:19.229 --> 00:17:22.740 You may want to change the pricing rapidly and it needs to be disseminated everywhere. 00:17:22.740 --> 00:17:23.944 Without everyone's spreadsheet. 00:17:24.015 --> 00:17:35.763 And we're really trying to push the concept of attribution, which is what I started from the beginning, because price is absolutely important to get in surface, but people might need it in 60 seconds. 00:17:35.763 --> 00:17:41.740 People might need a certain level of service and the attributions are part of the decision making. 00:17:41.760 --> 00:17:46.422 Pricey, so you're saying do you show like the time it would take to we do something? 00:17:46.422 --> 00:17:47.144 Yeah, absolutely. 00:17:47.144 --> 00:17:49.515 Are we the first to just turn up with 60 seconds? 00:17:50.457 --> 00:17:54.307 you are the first one, which is pretty cool did you have that written there before? 00:17:54.346 --> 00:17:59.586 was it used to be how many days and now you got to put like seconds it goes to a time stamp. 00:17:59.606 --> 00:18:00.470 Yeah, that's right. 00:18:00.470 --> 00:18:01.372 Real time now. 00:18:01.372 --> 00:18:02.535 Real time now, instantaneous. 00:18:02.535 --> 00:18:03.615 Oh, that's cool. 00:18:03.615 --> 00:18:04.337 It's pretty exciting. 00:18:04.337 --> 00:18:05.219 Yeah, I love what you're doing. 00:18:05.219 --> 00:18:06.160 I appreciate it. 00:18:06.240 --> 00:18:06.560 Thank you.