Why I left Arista
Arista in 2018
- Competitors still can't get their act together and continue to overpromise and underdeliver. Quality issues continue to plague them. Arista manages its roadmap carefully and will not hesitate to say "no" to a customer if they cannot commit to what the customer is asking for, rather than promise something that they know cannot be delivered on time or at all. Quality remains paramount and the team is constantly trying to improve automated testing processes to ensure that every new release that comes out is better than the previous one and that no regression sneaks back into the code. This includes things like automatically running tests based on what code changed by leveraging code-coverage information gleaned during earlier test runs, automatically triaging and root-causing unexplained test failures, and more. There is a strong emphasis on building/improving tools and creating a development environment where everyone can be productive .
- The routing industry is collapsing in the datacenter networking industry. This trend started a couple years ago and should by now be clear to anybody in the industry. The gap between a "switch" and a "router" has been shrinking steadily to the point that we now commonly see datacenter switches play the role of edge peering boxes, backbone routers, cross-datacenter interconnects, etc. This is hurting Juniper particularly bad, because this space was their bread and butter. But with the wrong hardware and the wrong software, they cannot compete with the density and cost per port of commodity hardware. The only lead they kept, and mostly the only differences that remain between switches and routers, are in specialized routing software. And since Arista is a software company, not a hardware company, the team has been hard at work to implement routing features and scale the routing code way beyond what has ever been done on datacenter networking platforms. This is probably one of the biggest boost to Arista's TAM and much work remains to be done in that space to close that gap fully. It's very exciting.
- Arista has been leading innovation in the networking industry. Whenever a new chip comes out, Arista is often the first to make it bridge a packet, sometimes before the chip vendor has done it themselves. On many occasions, Arista has managed to push the hardware at a scale that exceeds the data sheet of the underlying hardware. This is only made possible by Arista's edge on the software front. Furthermore, Arista has influenced chip design with the silicon vendors they partner with to further widen the gap between the cost/performance of commodity hardware and vendor-proprietary ASICs like those designed at great cost by Cisco and Juniper. Arista has been leading industry standards like 25/50G and more recently 200/400G, with the new OSFP initiative. Arista was the first to take to market new technologies like VXLAN, internet-scale routing in a sub-$20k 1RU top of rack switch, streaming telemetry and network programmability, etc.
- Arista's execution has been flawless. The company faced some pretty serious challenges, including a set of massive lawsuits from the 800 pound gorilla with a virtually unlimited legal budget that would stop at nothing to slow them down or tarnish their image. Despite all this, the company kept its head down and its focus, fought fearlessly for what was right, and managed to deliver 14 consecutive "beat and raise" quarters that turned it into a Wall Street darling. This is really a function of the amazing exec team that has been at the helm of the company.
- Arista is in the segment of the networking industry that is growing the fastest. There are a lot of products and areas in the overall networking industry but datacenter networking is the one growing the fastest, because everything is going to the cloud, and the cloud runs on this stuff. Arista has managed to remain laser focused on this specific segment of the industry, slowly expanding into connected areas where opportunities existed to go after some low hanging fruits (e.g. tap aggregation, routing, and more). Arista is present at a large scale in virtually all the major cloud environments out there. Again, the name might not quite have the mindshare of a Google or a Facebook, but these days it's virtually impossible to use the Internet without going through Arista devices.