 Welcome back to the Cube. We're at Accelerator in Mountain View, California. As you know, the Cube goes out to the events, extract the signal from the noise. We find the smartest people we can find. Ask them the questions that you wish you could ask them, and really try to find out what's going on and help you get closer to the action. So I'm really happy to have Camille Grant on. You're VP of Business Development now. Camille and I have been buddies for a long time, and Camille has a couple of interesting perspectives that we'll dig into. One, he's been always an enterprise guy. He never bought into the whole kind of crazy, some of the consumer stuff that wrapped up the valley over the last several years, and was recently at Sierra Ventures. So had a very interesting kind of point of view as to what was happening here in the valley, specifically in the start of space, but then also in the enterprise space, and you decided to leave a Sandhill Road, which most of us think we would never do, to come back down to the valley and jump in at an accelerator. So why? Yeah, great question. So yeah, I have spent the last number of years, as you know, in the enterprise space, and then the last five years at Sierra Ventures, watching a number of different industry trends. And this is one of these trends, which is a once in a lifetime kind of trend. I mean, I think mobility often gets simply defined as the device conversation, but as you well know, the enterprise is driven by a whole portfolio of applications and a whole portfolio of managing of those applications, and mobility is the grist here that is changing that whole stack. And so looking at it from the venture side, we saw she's lots of major trends, lots of interesting technologies to invest in, but very few that are true transformative platform opportunities that truly could be multi-billion dollar kind of movement of the market kind of things. What we're seeing right now, and as you know, I spent a lot of time with CIOs, both at my role at Sierra Ventures and here, and what we're seeing is the CIO is really thinking much differently. Innovation is critical, and the current legacy technologies that they've been beholden to are not the development environments for new applications. There is a whole different level of engagement with their consumer, with their business employees, with everyone inside the organization, and these mobile devices are the tools to do this with. So they're rethinking, just like they did in the Internet days, about moving from legacy of green screen to the Internet back in, you know, 15 years ago now, with mobility moving in the same way. They're going to reposition their entire portfolio of applications, hundreds and thousands of applications to be a mobile first set of applications. It started with very simple kind of what device should it run on, kind of like the browser wars back now 15 years ago, and it's what device? Should it be on an iPhone? Should it be on an Android? And now very quickly, the more mature CIOs are saying, it's not just about the app, it's not just about the device, it's about repositioning my entire portfolio. Every single application, not single one of them will be built with mobility first. Ask a developer, are you building new applications? Sure. What will you build them on? Will you build them to run on a desktop first? What's your desktop first strategy? Exactly. So clearly everybody is building mobile first, and at some point we'll get over this concept that it's mobility, it will just be the common development environment. Everybody in the organization building for a mobile app. So it's ironic for those of you who know the Valley were only blocks away from Netscape, you know, you bring up the early browser days and how transformative that was, but I want to talk to you, we talked a while back about what I thought was a really transformative story that you used about, you know, an insurance application, and I've been grilling the other guys earlier, and they're just not kind of getting there to the level of detail that we had that discussion. So I wonder if you could share with the audience, know what a mobile application means in something as simple as an insurance company that you just can't do with the laptop. Right. Great question. So every day I'm just blown away with how imaginative people are when they think about mobile first from an application standpoint. And the example you and I talked about was a company called Safeguard. You know, simple kind of environment, have a lot of people out cutting lawns and doing home inspections. Traditional model was take photos of the environment, stick it in a FedX box and ship it back and a few weeks later you get paid for the service you did. Geez, guess what? With a simple application of taking photos at the location, you can time stamp it. I know exactly whose device it is. I know exactly who you are. I know exactly where you are time of day. That photo, very simple application, fundamentally transform this whole Safeguard capture of information effort and transform the productivity of this inspector team that are not necessarily employees. So the poor CIO at Safeguard has to figure out how to create an immersive application environment that's highly productive and simply offering a new application that took the blackberry world of before or the simple collaboration world and and traditional photos and captured into a single application that they can use is a kind of business productivity change that I think we're about to see take, take, take charge everywhere. I think everybody's going to begin to see that there's things that you can do on a mobile device that you could never do in a desktop location, live payments, life collaboration, the ability to know who the individual is at that personalized device level or just some of the key tenants that say, boy, if you build an application with mobile first intent, you're not just building it so that it runs on that little simple screen. No, no, no, you're leveraging these incredible powerful new tools that can transform the productivity that individual business and clearly Safeguard is one of many and I could come up with dozens of others from Zipcar to Citibank to Merck to others that are actually using this technology in a way that is transforming how productive they are. And I think we're not just at the beginning of cool new applications level. I think this is the transformation of global productivity. The world will change based upon devices being able to give real time information in a way that we never had effectiveness before. And we're going to change productivity in an order of magnitude way. And the companies that do it first will scare their competition. And the competitive realm will take off based upon that. And again, I just think we're at the beginning of that overall race. It's funny, I just got I just got a new one myself. They said, now it measures barometric pressure. So if you can write a compelling app that integrates barometric pressure, and there's an app for that. So I want to I want to shift gears and leverage your long experience with Sierra and running CIO summits, which I know you did a lot. And, you know, to me, I think these poor CIOs are sitting there, right? And they've got the social trend, the mobile trend. This whole kind of what I do on the weekend, I want to be able to do during the week and then bring my own device. How should they think about kind of prioritizing it? And what are some of the insights that you can provide to CIOs watching this that weren't fortunate enough to be at some of those events? Great question. So yes, CIOs are just overwhelmed, I think, with the quantity of things that they have to become a really effective at. I mean, the traditional axiom is they spend 80 to 90% of their time just managing the legacy infrastructure, leaving them very little time to spend on new innovation. And so at Sierra Ventures, they constantly were pinging me for insight. What should we be innovating around? And there were four key themes, as you likely know, it's that, you know, what are we doing around big data? What are we doing around mobility? What are we doing around social? And what are we doing around cloud? Each of those they're befuddled with how to leverage them. And in this situation, what what is causing, and as I mentioned, the safeguard example, this is a CIO who said, you know, this is not just about a cool application. This is about capturing data, big data analytics standpoint, leveraging cloud infrastructure and building new applications that allow me to collaborate social in a way that's altogether different. So a mobile application is my example of how they can finally get in front of the process of innovating in a way that captures these four major tenants, social, cloud, analytics, and mobility together into a single thing. The application captures this information that I never was able to capture before. It now captures usage at a level that I didn't have as insight before. It captures the kind of dynamics around how an application is actually being deployed in a way that I never had access to before. And I can now use this information to make really predictive information about how I should be launching my business and running this as a cloud infrastructure based application. So in a way, it's the first real cloud opportunity, you know, a lot of CIO spent a lot of time working on virtualization for the last five or 10 years, you know, quietly in the background, you know, the end users like so great, you've done virtualization, you consolidated 30 data centers down to three, no benefit to me as an end user. The mobile device is the benefit to me and really is the opportunity to create this new immersive application environment that again takes advantage of social, big data and cloud infrastructures. And again, I keep telling CIOs the ring is passing around on the Ferris wheel. This is your opportunity to grab it again and take charge, lead the business. Interesting as mobile is the way to kind of roll up all those trends. And as we've been talking with the other guests, you know, find a low hanging fruit application so that you can deliver immediate value and show value to the team, which will then help guide your investment into more and maybe less immediate ROI type of opportunities. Well, Camille, thanks for coming on. We could talk to Camille forever. Go stags. But we've got we've got people backed up here. So we will be right back with another guest again, you're on the cube.