Goldman Sachs Technology and Internet Conference 2018

Goldman Sachs Technology and Internet Conference 2018
February 13 - 15, 2018
The Palace Hotel  •  San Francisco, CA

Goldman Sachs Technology and Internet Conference 2018 (free registration required): On Demand Presentations now available at link above [Editor's note: I definitely recommend listening to the session with Jack Dorsey, CEO of Twitter Inc.]

#GSTech2018

"We're not a social network" Dorsey at #gstech2018 pic.twitter.com/QCZQSxiJHb

— Justin Tsai (@theJustinTsai) February 13, 2018

"We want to be a daily utility" @jack at #gstech2018 on Twitter pic.twitter.com/LIajov9bnY

— Justin Tsai (@theJustinTsai) February 13, 2018

Etherium is the internet counterculture. Like a cactus in a rainforest. -crypto panel #gstech2018

— Micah Rosenbloom (@micahjay1) February 13, 2018

“Twitter is not a social network. We moved from a people network to an interest network, a network of ideas. We now leverage machine learning and deep learning.” @Jack Dorsey at #GSTech2018 today. “We serve the public conversation, but we see a lot of abuse and misinformation.” pic.twitter.com/DTFhgI43oa

— Steve Jurvetson (@dfjsteve) February 13, 2018

Getting a small dose of the macro perspective on tech at the Goldman Conf - something we don’t do often as seed VCs #gstech2018

— Micah Rosenbloom (@micahjay1) February 13, 2018

$1bn per quarter = @googlecloud business. It’s a nice time to be in the enterprise 💰. #GSTech2018

— phungtion1 (@helen_phung) February 13, 2018

“AI consumes most of the compute cycles at Google, and it is growing. AI is the most exciting place in all of high tech. Analog chips would be the lowest power. The human brain is remarkably power efficient” — Andy Bechtolsheim at #GSTech2018

90% of code is computer generated. pic.twitter.com/FxKCq0QkeB

— Steve Jurvetson (@dfjsteve) February 14, 2018

First day:

• Adobe - Mark Garrett EVP & CFO
• Alarm.com - Steve Valenzuela CFO
• Alphabet - Diane Greene CEO, Google Cloud
• Apptio, Inc. - Sunny Gupta CEO
• Arista Networks - Jeff Raymond Vice President, EOS Product Management & Services
• Atlassian - Ian Lee  
• Avnet - Phil Gallagher President Core Distribution
• Citrix Systems, Inc. - David Henshall
• Cognizant - Karen McLoughlin Chief Financial Officer
• Corning Incorpoated - Dr. Jeffrey Evenson Sr VP & Chief Strategy Officer
• eBay Inc - Devin Wenig President & CEO
• Expedia, Inc. - Alan Pickerill CFO
• FireEye - Kevin Mandia CEO
• Fortinet - Ken Xie, CEO & Keith Jensen, Interim CFO
• GoPro, Inc. – Nicholas Woodman, Founder and CEO & Brian McGee, CFO
• IDTI - Brian White Sr VP and CFO
• Juniper Networks - Ken Miller CFO
• Maxim Integrated Products, Inc. Bruce Kiddoo CFO
• Mimecast - Peter Bauer CEO, Chairman & Co-Founder
• New Relic - Mark Sachleben CFO
• NVIDIA - Colette Kress CFO
• PayPal Holdings Inc. - Bill Ready EVP, COO
• Proofpoint - Paul Auvil CFO
• ServiceNow - Michael Scarpelli CFO
• Skyworks Solutions, Inc - Kris Sennesael Senior VP and Chief Financial Officer
• Square Inc. - Sarah Friar CFO
• Texas Instruments - Brian Crutcher EVP, COO
• trivago N.V. - Axel Hefer CFO
• Twitter - Jack Dorsey CEO and Co-Founder
• Ultimate Software - Mitchell Dauerman EVP, CFO & Investor Relations
• Verint Systems - Alan Roden Senior Vice President
• Western Digital Corp. - Mark Long CFO 
• Xerox Jeff Jacobson - CEO
• Xilinx Victor Peng CEO
• Zillow Group Spencer Rascoff, CEO & Kathleen Philips, CFO

Second and Third day presentations (listed on the website at the first link above) include Oracle, Okta, Red Hat, Microsoft and more.

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DISCLAIMER

Okta & Identity: Oktane17, August 28-30, Aria, Las Vegas (video)

Okta, Inc.
Domain: okta.com
Headquarters: San Francisco, CA
CEO: Todd McKinnon
CFO: Bill Losch
Founded: 2009
Stock: NASDAQ: OKTA

Our mission is to enable any organization to use any technology, and we believe identity is the key to making that happen. Okta is the leading independent provider of identity for the enterprise. Okta pioneered identity in the cloud. The Okta Identity Cloud is our category defining platform that enables our customers to securely connect people to technology, anywhere, anytime and from any device.--source: okta.com

Starting Up In A Downturn: How Okta Built An Enduring Enterprise Company

Video above published Oct 28, 2015: Okta CEO and co-founder Todd McKinnon and COO and co-founder Frederic Kerrest tell the story of starting Okta in a time of economic downturn and share how they think about building an enduring enterprise company.

Why CIOs choose Okta

Video above published Feb 27, 2017: CIOs are driving transformations at their organizations and identity plays a critical role. Hear from CIOs at Experian, 20th Century Fox, Dish, Pitney Bowes, News Corp and Flex about why they choose Okta to be a key partner.

• Oktane17 - Reserve your seat for Okta's annual conference | Okta.com  

• 28-30 Aug 2017, Aria, Las Vegas okta.com/oktane17/

Okta Customer Journey: Federal Communications Commission

Video above published Jun 2, 2017: The Okta Identity Cloud is a major player in the FCC’s massive modernization effort. Find out how the 100 percent cloud-hosted identity management provider with thousands of pre-integrated apps eases the FCC’s modernization for everyone involved.

Tweets by okta

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Tech Review: Tech Unicorn Okta IPO Skyrockets, Friday Close $23.51

Domain Mondo's weekly review of technology news:

Features •  1) Tech Unicorn Okta IPO, 2) Google Play games services, 3) Tim Berners-Lee, 4) Twitter Lite, 5) Team Obama Surveillance, 6) Apple $AAPL, 7) Amazon Cash, 8) ICYMI 16 Tech News Quick Takes.

1) Tech Unicorn Okta, Inc. [domain: okta.com] backed by venture capital firms Andreessen Horowitz, Greylock Partners, Khosla Ventures and Sequoia Capital, started trading on the NASDAQ with the symbol OKTA Friday, and the shares immediately advanced more than 35% above its IPO share price of $17, closing Friday's trading at $23.51 per share, up 38.29% for the day.

Congratulations to our cofounders @toddmckinnon + @fkerrest and a sincere thank you to all of our customers! #WeAreOkta 🔔 🎉👊 pic.twitter.com/p720KIAr87

— Okta (@okta) April 7, 2017

Today is an exciting day for @okta, but it's just the beginning #WeAreOkta pic.twitter.com/gZxBTKV9x7

— Frederic Kerrest (@fkerrest) April 7, 2017

According to its website, Okta products uniquely use identity information to grant people access to applications on any device at any time, while still enforcing strong security protections, and its platform securely connects companies to their customers and partners.

Okta has over 3,100 clients and over two million people using its services daily. Its product offerings are highly rated. Okta is the only company to be named a leader in Identity Access as a Service (IDaaS) by Gartner for 3 years in a row.

Okta was valued at $1.2B at its most recent round of funding in September 2015 and had raised an aggregate of $230M in VC funding. IPO underwriters included Allen & Co., Goldman Sachs, J.P. Morgan Securities, Canaccord Genuity, JMP Securities, and Pacific Crest Securities. Customers include: Workday, ServiceNow, NetSuite, Microsoft, Google Cloud, Box, Amazon Web Services, 20th Century Fox, Adobe, Engie, Flex, Github, LinkedIn, MassMutual, MGM Resorts, Pitney Bowes and Twilio. Okta is the fourth unicorn to make an IPO debut this year.

More info:

• NASDAQ: OKTA
• OKTA IPO: Opening stock price | CNBC.com
• Tech Unicorn Okta, Inc. Looks Strong Ahead Of OKTA IPO | SeekingAlpha.com

Other Tech News:

2) Google Play games services--Android Developers Blog | googleblog.com 5 Apr 2017: "... In December, we announced the end of support for the creation of new iOS accounts given the low usage of GPGS on iOS. Additionally, our latest Native SDK release (2.3) will no longer support integration with iOS and going forward we will not be supporting or updating the iOS SDK ... These changes allow us to focus our efforts on the services developers value most to build high quality, engaging games."

3) Web’s Inventor Tim Berners-Lee Wins the Nobel Prize of Computing | MIT TechnologyReview.com: "Berners-Lee says Web access is a human right—and the technology he created needs a rethink." See also: Tim Berners-Lee: selling private citizens' browsing data is 'disgusting' | Technology | TheGuardian.com.

4) Introducing Twitter Lite | Twitter Blogs: Twitter Lite available globally at mobile.twitter.com on your smartphone or tablet. More information about Twitter Lite at lite.twitter.com and here.

5) Team Obama Surveillance: What Devin Nunes Knows | WSJ.com: "Team Obama was spying broadly on the incoming administration." See also: Bob Woodward says Obama officials possibly facing criminal charges for unmasking scheme--WashingtonExaminer.com.

6)  Apple $AAPL: Apple Is A Drama Queen | Apple Inc. (NASDAQ:AAPL) | SeekingAlpha.com: "The previous strong earnings trend of Apple was not sustainable ... In the end, at its all-time high, Apple is too expensive for the investors who could really benefit from holding it." See also: The Problem Of Being Long Apple And Not Wanting To Hear Anything Bad About It | SeekingAlpha.com.

7) Amazon Cash: Amazon Cash should appeal to those who get paid in cash, don’t have a bank account, debit card, or credit cards. “Cash customers” (a/k/a the "unbanked" or "underbanked") are about 27 percent of consumers, according to a 2015 report from the FDIC. Amazon Cash participating stores: CVS Pharmacy, Speedway, Sheetz, Kum & Go, D&W Fresh Market, Family Fare Supermarkets, and VG’s Grocery, with more to come. Similar to PayPal's My Cash Card which allows you add cash funds to your online PayPal account using a barcode service powered by Green Dot.

8) ICYMI 16 Tech News Quick Takes:

1. Amazon scores streaming rights for NFL's Thursday Night Football | Reuters.com.
2. Hydrogen fuel cell maker Plug Power Inc (PLUG.O) said Wednesday that Amazon.com Inc. acquired the right to buy up to 23 percent of the company that makes powerful batteries used for work in Amazon warehouses.--Reuters.com.
3. Chinese companies Baidu and Tencent rank low in global accountability index | Hong Kong Free Press | hongkongfp.com.
4. Imagination Technologies' shares plunge 70 percent after Apple ditches firm | Reuters.com
5. Oath isn’t just a terrible name — it’s going to be a nightmare ad-tracking machine | TheVerge.com: Verizon is primed to become ad-tracking giant and take full advantage of an impotent FCC, using consumer data without permission, as it's done with supercookies.
6. The next-generation operating model for the digital world | mckinsey.com:
7. Triple your privacy with a Chromebook and two VPNs | Computerworld.com
8. Digital Ads: Chase Had Ads on 400,000 Sites. Then on Just 5,000. Same Results. | NYTimes.com
9. As Passive Investing Grows Bloomberg Terminal Takes A Hit | valuewalk.com
10. Stay Away From Verizon - Verizon Communications (NYSE:VZ) | SeekingAlpha.com: "The first thing that pops out when looking at Verizon's financials is the revenue growth, or lack of revenue growth"
11. Microsoft adds new calling features to Skype for Business | ZDNet.com: "Microsoft is adding new features to its high-end Skype for Business service, just as Amazon and Google are trying to get into the enterprise cloud-conferencing game."
12. An Update on Verizon's AppFlash: Pre-Installed Spyware Is Still Spyware | Electronic Frontier Foundation | eff.org
13. Trump extends Obama executive order on cyberattacks | InfoWorld.com
14. How Uber Uses Psychological Tricks to Push Its Drivers’ Buttons | NYTimes.com 
15. Qualcomm wants antitrust case dismissed | TheHill.com: "Qualcomm is asking a federal judge to dismiss an antitrust lawsuit filed by the Federal Trade Commission during the last days of the Obama administration."
16. Whatever you do, don’t say yes when this chatbot asks, 'Can you hear me?' | LATimes.com: a highly sophisticated racket known as the “can you hear me” scam, which involves tricking people into saying yes and using that affirmation to sign people up for stuff they didn’t order.

-- John Poole, Editor, Domain Mondo  

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