 Back in France, right here, we are at the CS 2018 here with Shadow, hello. So I'm Asher Gagan, the co-founder of Shadow with Stefan Elio and Emmanuel Foyn, hi. So this is the dream of the big client, the supercomputer, what is this? This is basically a device that's in a service that will free the gamers from their hardware restraints. So I hear you, for example, you can play very advanced games on an Intel Xeon server. Intel Xeon server with HRED, they're getting a 8.2 teraflop NVIDIA high-end card. And they will always get the latest hardware. So always when a new generation of graphics card will go out, they will get it. So they don't need to care anymore about the hardware. They can access it, as you can see, from any device. So this is a basic AMD solution you have, right? The AMD CPU. There's no, like, you don't put an Intel Xeon in here, you don't put an NVIDIA GPU in here. It's just a thin client, right? Basically, all what it's doing is just to decode the video stream that's arriving from the cloud and sending all the input back to the cloud. We choose AMD APU because it can do 4K at 60 frames per second and 144 frames per second at full HD, which is something that was quite mandatory for every gamer. 4K at 30. 4K at 60. 4K at 60. At 60 frames per second. Full HD at 144. 144 frames per second. 140 frames per second. Yes. Over the internet. Over the internet. And we are the only service that's capable to do this. What's going on here? You have a cable that's going to this crappy Las Vegas internet. Yeah. But how about what do people need? Because right now you were launched in France, right? Exactly. And also Belgium's another place. So we launched, you want to talk a bit about the European lunch? Yeah, we launched in France. We initially launched a very limited batch, like an early bird batch a year ago, roughly. We had 500 units for sale. We sold them out in like 12 hours. Then we bought more equipment, ended up with roughly 5,000. But long story short, we reopened the sales a few weeks ago and now we have 15,000 clients. So people are waiting a little bit? We're building those machines, right? Yeah. So okay, we're building those machines but they're not really the core of what we sell because what we do sell in essence is the service. And so the real cool thing about it is you can access the service not just from the box, but from any device. Initially we had the box as a mandatory thing in our subscription. Now we changed it to a different model where people can select whether they want the box or not, because we had comment from some users, for example Mac users, who paid a lot of money for their Mac. It's a very cool Mac laptop. This is a $5,000 Mac? No. $2,000 or something? I think something like that, $2,000. And until now it could not really play, so it's very nice design computer. It's very sexy computer. So is this your client? But you cannot play, so you have the standard Mac with our client on it. Finally, you can get windows on it. So this is a wheelchair, but of course you have full windows on it that you can launch. So this is running on a server right now? Exactly. But it feels, your story is that it feels like local? It feels like local. You don't see any latency. You don't see any quality degradation. Actually even if you say it's faster than local. That was in the video I saw that I don't understand why you say that. Basically because what we are doing is that we are capturing the image once it's ready in the memory of the graphic card. We are not waiting it to be sent to the local display. So a lot of time when we're putting it next to each other, basically the server and the client, we will see that the picture on the client is more updated than the picture on the server. So the game you were playing just before, any game will work, right? So any game, you're getting a full windows 10, you can install any game. Where's the premiere? So here, I don't think they installed the premiere here, but of course you can download the premiere and install it. You can do Photoshop, you can edit whatever you want on your Mac, just you can use any software that's supporting Windows basically. What I want to do is use my Chromebook, edit 4K, 60 video, the fastest editing system in the world. With the shadow you will not have the problem at all to do that. No problem to do that? No problem at all to do that. It's like a dream, no? Exactly. Yes, it's really freeing you from any hardware constraint. It's really the idea that you will be able to access your computer from everywhere, from any device, from any screen. Over here is a tablet. What is this tablet? Is it Android? That's Android tablet. How's the performance? So you have a standard Android tablet, you can answer the shadow application directly connected to the shadow and play any kind of trick or play game directly. What's the frame rate? The frame rate of this is 60 frames per second, just because the tablet is supporting only 60 frames per second. But again, if it was 144 screen, it will work on 144. And the same thing on smart TVs that say, I don't know if you're coming to other booths, but you can Android TV, you can launch it on your TV to play 4K at 60 frames per second on your TV without any console, without anything connected to your TV. So we are working for Tizen, we are working to develop an app for Tizen. WebOS? WebOS we're planning, but really we want to reach the status exactly and we want to reach to a status that's every device with a screen supporting our technology. Basically we don't see a real obstacle in developing new apps for OSs, right? So pretty much any connected device we can have an app for the operating system and then run shadow on it. I think this one is 85 from the point. I think this one is 85. Let me check quickly. It automatically scales and all that stuff? It's automatically scales, this is 85 hertz, great. So basically your service could run faster than the screen? Exactly. The most screens? Yeah. But in France you are suggesting people need a fiber? So at the beginning, only we suggested to have a fiber because we wanted first it was still, we wanted to see how the internet infrastructure working to learn to get all the knowledge to be able to assure that we always have the ultimate experience. So it was mostly the bandwidth and the stability. Right now we released two months ago, we released a new technology that's basically it's an AI that's always taking measurement of the quality of your connection. So it will work on any kind of connection from 15 megabit per second. So really if you have ADSL, we have a client with DSL that's on the countryside of France with it's working super well. The great thing is it dynamically adjusts the bandwidth and the quality of your connection. So imagine you're in your place and suddenly someone else is starting to use very heavily the bandwidth. The stream will automatically adjust so that you don't lose the fluency of the stream will remain the same. So you're French guys, right? Yep. And you're here in the USA with all these US guys. They're coming and saying, oh my God, what are they saying? Are they saying how did you do that? It's amazing actually the feedback that we're getting here. So we started an office here in Palo Alto. You know, they have thousands, hundreds of thousands of startups in Palo Alto. It's crazy. And we thought it would be a big challenge to really stick out. But actually, we're just showing the idea. It's amazing. People fall in love directly. Show the Google guys how it works. Did you do that already? So I didn't... It's a secret. I'm sure they would love that. It's unbelievable. It's working really, really unbelievable. It's a nice server in Silicon Valley. The same functionality as a friend. So we're developing now a data center in California. So we will launch California basically on mid-February. And the idea is to get nationwide coverage. Exactly. So is there any chance that right now it's 35 or 30 Euro every month for as much as you want, right? Exactly. Are you thinking about day packages or something like that? Or you don't care about that? For now, we're more sticking to the monthly subscription basically. So it's 30 Euro per month on the annual commitment. We also have a package of 45 Euro per month for three months and 50 Euro per month for a... Sorry, I think it's... 45 Euro for the monthly version. For the monthly version. And we think in France really, we launch the monthly version really to check. Because people were skeptic at the beginning. So we wanted to give them the opportunity to check it, to test it, to see it. Now we see that 75% of our clients switch to the annual commitment. So we quite see that the market is confident on the product and they want... They know that they will use it for the long term. So you are kind of like guaranteeing that your GPU is your GPU? Exactly. That's each user. So like I said... What do you share with your GPU? Not only this box, we are also doing the data centers and we are also doing the servers and we are doing the servers really to have a unique configuration of servers that we can give to each user a dedicated resource. So you are getting your own graphic cards, your own CPU cores, your own memory, you are not sharing the resources with others. So no matter on which time of the day you will connect, no matter how much users we live in our data center, you will always have the same level of performance. So you dedicate a GPU or a CPU for everyone? For every user. Exactly. But not everybody is going to play at the same time. So when you are not connected... I don't mind sharing, you know? When you are not using the data center, the resources can go to someone else. But when you are using it, you are getting your own dedicated resources basically. That's awesome. And it will always be available to the resources. You will never have a situation that you are connecting and you are getting a message that there is no slot available. And you are talking to subscribers that, hey, don't worry, we will upgrade your hardware in the future. Sure, we will. You are just going to do that. You calculate all the businesses going to work? Exactly. That's our business model. It's really like to always bring them the latest technology, always bring them that they will be able to run the latest game, all the AAA games, and they don't need to care about which hardware they have inside it. Just work basically. And you have verified the business model for sure that it's going to work? Yeah, of course. Just saying. Because that's awesome. I mean, that's... Nvidia tried to do something, right? And there was another company that didn't really work? Yeah. We had OnLive and... Before that, right? Yeah, the most famous is OnLive, right? They were company from like eight years ago, I think. Maybe even more, maybe ten years ago. They were acquired by somebody in the stock store? They didn't do so well. At the end, they were acquired by Sony for quite, I think, for quite a low price. So why is your server is going to work? There are a variety of reasons. We like to think it's because we're geniuses, part of the reasons also, because the network is so much better than ten years ago. And so, any service that requires, you know, live streaming from the cloud is really... It's not only that. Basically, what we are doing really, like I said, end-to-end solution. So we're really building our server every milestone on the way we're optimizing to work perfect for exactly this kind of use case. And we see the effects directly that pro gamers can play on it. Everyone, you don't have quality degradation, you don't have latency, and it's really giving you the feeling of a local PC, even if it's a remote one. So that's really awesome. I used to play games when I was a small kid and stuff, and now I'm 35, I feel like an old guy. So I'm like a video editor. I want to video edit. I want to do video editing. But when you play a game, you're only using all the CPU, GPU while you play. When you stop, you're not using it anymore. But if I'm rendering a video for hours, is that going to piss you off? Because I'm going to be using this. I'm going to go to sleep, you know? But all night, it's going to work. Our goal is really that you will use it just as a normal PC. Just like you're using your PC, we want you to be able to use it exactly the same. Movie project, you don't care. Even though it's going to take maybe five, ten hours of CPU. Exactly. That's fine. Because not many guys maybe want to do that. That's fine. I don't know. I don't know if that's an issue. Because it's better for you that people don't use it while they sleep, right? They only use it when they're awake, when they're in front of the computer. Yeah, right. We can pay you for doing your rendering at night, if you want. Cool. That's awesome. No need for the fiber. It's ready. Exactly. It's ready for any type of connection, up from 15 megabits per second. Basically, it's working already from five megabits per second, but we want to keep some buffer. So if you have unstable internet or something like that, to assure you that you will always have a good experience. And... So the Palo Alto server can service all the USA or all the California? The West Coast, basically. The West Coast. So we're launching it in California now. Yes, now we're launching in California in mid-February, and the goal is to spread and we're building several other data centers until... So for now, we're really focusing, like I said, we want to assure the quality. So we're really focusing only on California. And we're selling only for California. The plan is really to roll out all the US until the summer, and on the summer to have a full coverage of the US. How about London? I live in London. Can I already connect to a French system or a better land? You can. We haven't launched the UK yet, but it should be a... Very, very short. Very soon. You don't need to translate the American website because the UK is... they understand the American English, I think. We'll do the effort of changing the Z to the S, you know. Just the pound sign instead of dollars. Same numbers, right? Yeah. The British did like paying more. It's okay. Yeah, the parrot is not one-to-one yet, so... Yeah. Cool. So how about other places in Europe, or are you thinking about Asia? So right now, basically, we're focusing on West Europe and the US. And the idea is that we will be able to grow correctly, so we will really be able to assure the quality of the service. So it's not going to be only France for sure? Not going to be only France, yeah. West Europe. West Europe. Like that's Spain, Italy, everywhere? Yeah, that's the objective, right? I mean, we started with France. We are extending to Switzerland and Belgium. It's working good for all these guys, right? Yeah. Really well. And... So we're going to be expanding to the UK and Germany in the next few weeks, or months. It's difficult to translate to German, I think. I mean... Yeah, translation is kind of ready already. Yeah, it's not the most... Yeah. It's as great as the technology you need to think about. The ping time... Yeah, mostly. And the ISP and the connection needs to be good. Right. You have backbone connections and all this stuff that we have to consider. That's a little bit more complicated than just the translation thing. We have an official AS number on the Lyric, so we have our own peering agreement. We saw the provider with British Telecom, with Deutsche Telecom, so really to be able to assure that the quality of the network that we'll be able to reach your home in a very good latency. One product that I like is a lot of psycho-armed devices. Snapdragon, they're working with Windows and they're doing an LTE laptops. LTE is okay? LTE is perfect, yes. It's already okay. Yes, we have a mobile version, I don't know if you... Battery is out. That's a Razer phone, right? Yeah. That's the coolest phone. But they have very loud speakers. When it has battery, cool, it's a battery now, so we can show you. So LTE is no lag. There is no lag on LTE. On 3G, you can access your computer, you will probably not be able to do really gaming on 3G, but on LTE, you will not have a problem. So really, we have people in Paris that's going in the subway, that's playing on their mobile phone. So... So you should have meetings with many people here at CS. You should have meetings with Microsoft. Okay? You should have meetings with... You probably already have that. We already have partnership with Microsoft. You already have. We have partnership with Microsoft, with Nvidia, with Equinix for the data centers, with AMD for the boxes. But they should launch your clients by default on every Windows 10, you know? Yes. It should be like one of those things. If you get a month's trial or something, they can sponsor it. Yeah, we'll take some. Okay, I will take another. I want another. Can you get a little sim card? Thank you. So you have lots of engineers in Paris? Yeah, so most of our team are engineers and developers. Very good news. Yeah, yeah. But actually, yeah. So obviously, hiring has been a key thing for us since we started the company. And it turns out... Sorry? No. All right. And so, but we've been lucky enough to have a lot of very good developers willing to join us. They were... And so a lot of them left Welpet Salaries elsewhere to be able to work with us because the project is so exciting and because the tech is at the core of it. They left what? Like other jobs they had? Yeah, other jobs they had to do with their job that they had. They left really to join us. Like one or two guys... I'm just guessing. One or two guys came from Google and some Apple guys and some... Because what are they doing? Google in Paris. They're just making... Advertising? We have donated for the Debian Project that's left and a guy that was also working for the development of the future for the military of France. Are they all gamers? And lots of... Most of them are. Not all of them. But they are all very excited about the challenge of the project and they feel like they're part of something changing in the IT industry. So it's slightly more exciting than working for a company in which the tech is only a side project. Intel Xeon, but how about the new Threadripper stuff? Are you considering the AMD? Are you considering... Because some people say it's pretty good, right? They have some... For now we're kind of very happy with the Xeon we're using and so our customers obviously are pledges that we'll be upgrading the thing. So we have to... It's our duty to try and examine everything that's releasing on the market and to see really... We like to work for our users so really to test all the technology that's on the market and really fit the one that is best. And this is just a pepcom small event here, right? But you will have a big booth? We will have a big booth at CES. Big booth? Not a big booth. We are on the French Tech basically. We have a booth over there in the Eurika Park and we have a suite at the Venetia. And did Macron visit the office already or not? I'm not sure if he's going to be in this year. But in your office in Paris? In your office in Paris? No, not yet. It should be a priority, no? Yeah, for him, yeah. I'm not sure why. Macron, please come to our office.