01:40:18 · John Coogan, Anish Agarwal, Derek Blasberg, Jordi Hays
[01:40:18] S1: Mhmm. [01:40:19] S6: For us, the good news is the problem is the same from our perspective. You have to talk to the code. You have to talk to your your Datadog, your Splunk, whatever the telemetry is. And from our perspective, we sit on top of these systems and and investigate when any sort of abnormality happens. Mhmm. So it's all usage based pricing. They pay as you go for the number of investigations that are [01:40:38] S4: Oh, interesting. [01:40:39] S0: Are [01:40:39] S6: are are running. One thing that has changed, I'd say, is when we began, we very much focused on incidents. So we're like, that's the top of the house problem. That's the heart attack a company is having. Mhmm. Now I think what we've realized is... Probably my favorite quote when people talk about Traversal is they're calling the Code moment for SRE. Mhmm. I think what we're seeing now in the market is that people want a flexible platform, not like a point solution. Mhmm. And so they want you to be used the second code is being written to figure out is it gonna break in prod. Mhmm. Right? Then when alerts get created, can you tell me is it going to be an early warning system to something that's going to break? So they want you to kind of deal with these issues the second you can fix it versus waiting for something to happen. And and so it needs to be quite flexible in how it's used, and and so usage based is typically the most common way. And probably, actually, the biggest users of the product now are becoming the coding agents themselves. [01:41:30] S0: Oh, yeah.
01:41:30 · Jordi Hays, Anish Agarwal, John Coogan, Derek Blasberg
[01:41:30] S0: Oh, yeah. [01:41:30] S6: So they call Traversal all the time Sure. To figure out, hey, if I deploy this, is it gonna break something? Yeah. Is it gonna cause security exposure, etcetera? Yeah. And so that's actually quite interesting as that's been probably the one... The first class citizen almost now for for Traversal. [01:41:42] S1: Yeah. No. No. That's great. Will you raise some money? Much did Yeah. You [01:41:45] S0: Talk about the round. [01:41:46] S6: Yeah. So this is my favorite part of... We raised a $120,000,000 and a million dollar. [01:41:52] S0: One b. One b. Alright. Well, I just have one ask. Don't be a stranger. Okay? I don't wanna wait another year plus for you to come back on the show. It's too long. You guys are cooking now. So let's get, you know Yeah. Quick quick fast quick fast fall. At lee... At least. At least. At At least. But quarterly [01:42:11] S6: I'll be back whenever you have me. And this is my favorite part. I've been waiting for fifteen months, so this is my favorite pile. Awesome. [01:42:16] S0: Well, yeah. I'm glad you made it through the wilder ness and... Brutal. Anish's words, not mine. Oh, You said it's like you came on, it was exciting. Yeah. Guess that is true. Yeah. You made it through. [01:42:30] S1: You can sell Really really fast growth. It's really good. [01:42:33] S0: No. It's amazing. [01:42:34] S1: Billion dollars. [01:42:35] S0: Awesome, dude. Well, great [01:42:36] S1: to catch up. Have a great day. [01:42:37] S4: Thank you. [01:42:37] S1: We'll talk [01:42:38] S0: to Congratulations team on milestone.
01:42:38 · Jordi Hays, John Coogan, Derek Blasberg
[01:42:38] S0: to Congratulations team on milestone. [01:42:39] S1: Goodbye. Let me tell you about the New York Stock Exchange. Wanna change the world? Raise capital at the New York Stock Exchange. Just do it. And let me also tell you about Codex. Codex is the powerful workspace for getting work done with AI agents whether you're writing code, analyzing data, creating content or automating business workflows. Codex helps you move projects forward from start to finish. Grab a seat. Welcome to TBPN. Thanks so much for hopping on. [01:43:02] S0: You just asked me where my suit is. [01:43:04] S1: Derek. What a heck of a question. A good question. Gotta wear a tuxedo. That that's what we decided is if I... He always goes one notch down from whatever I wear a tuxedo. [01:43:15] S0: He'll have... I did I do I do have somewhat of a defense, which is that I put on a lot... [01:43:21] S1: It's bulking season. It's bulking season. [01:43:24] S0: That is a really good excuse actually. [01:43:26] S1: Putting on masks. [01:43:27] S0: It's like... But but not perfect. I do have a couple that that still fit. [01:43:30] S1: Yeah. We'll we'll get you one of those really oversized nineteen eighties bodybuilder suits and then you'll have no excuse. Yeah. Because you can fill it out all you want, you got plenty of space. Anyway Anyways. Welcome to the show. Please introduce yourself for everyone [01:43:42] S4: who's I'm Derek Blasberg. I'm a New York based writer. Yeah. And I'm here today to hock a bunch of stuff. [01:43:47] S1: Let's hock, baby.
01:43:47 · John Coogan, Derek Blasberg, Jordi Hays, Apoorva Mehta
[01:43:47] S1: Let's hock, baby. [01:43:49] S4: What do we got? I have a book coming out [01:43:51] S1: Let's get it. [01:43:52] S4: Called Richard Avedon. Yeah. It's about his years at Harper's Bazaar. Yeah. And then tonight... Yeah. Jordi's coming tonight. [01:43:59] S1: I don't [01:43:59] S4: know what you're doing tonight. You've... [01:44:00] S1: I thought it was last night and I [01:44:01] S0: and I was... Not Not invited. But [01:44:07] S1: what is tonight? [01:44:08] S4: So tonight... So Richard Avedon, I should start with who this guy Please. Richard Avedon. [01:44:12] S0: Wait, can you start with who you are? You don't need... That's important. In most rooms, you don't need an introduction, but I think for our niche technology audience You don't think I'm Yeah. Big in I mean... [01:44:24] S1: After this. [01:44:24] S4: After this. What's own map?... Today. I don't even know how to start. Guess I'm a New York based fashion writer. Yeah. I do a lot of books and magazines for Larry Gagosian, the world's largest art dealer. I have a column in every issue of Harper's Bazaar, which [01:44:40] S0: is a fashion magazine. [01:44:41] S4: I'm a special correspondent at Vanity Fair. [01:44:43] S1: Are you a twin dad? [01:44:45] S0: And I have two kids. Twins? Twins, yeah. [01:44:47] S1: Me too. [01:44:48] S4: Five year old... [01:44:48] S3: How old [01:44:48] S4: are your twins? [01:44:49] S0: Two. We met briefly at this dinner party in New York That's right. That our Yeah. [01:44:53] S4: Mutual friend, Shelby, had organized. We talked a bit about the twins.
01:44:53 · Derek Blasberg, John Coogan, Jordi Hays
[01:44:53] S4: Mutual friend, Shelby, had organized. We talked a bit about the twins. [01:44:56] S1: Okay. Yeah. Yeah. Yeah. Yeah. That makes sense. [01:44:57] S4: Great. But I can remember you had... What were your [01:44:59] S1: Boys. Two boys. Twin two year old boys. [01:45:01] S4: And they're identical? No. No. I have a boy and girl, so you'll be Amazing. Surprised to hear that I [01:45:07] S1: love twins. I'm just a fan of twins. [01:45:09] S4: I started kindergarten this which was Amazing. [01:45:12] S0: Amazing. [01:45:13] S4: Traumatic, you know. [01:45:14] S1: Yeah. It's a lot. How quickly it [01:45:15] S0: Emotional rollercoaster. [01:45:16] S4: And they're both go to single sex schools and it was and... [01:45:19] S1: Okay. That's lot for drop off. Anyway, tell us about Richard Avedon. [01:45:23] S4: So Richard Avedon was by far the most important photographer of the twentieth century. [01:45:27] S1: Yeah. [01:45:28] S4: He was a high school dropout and joined the merchant marines at the end of the second world war. [01:45:32] S0: As most fashion photographers do. Is a real Enlist. [01:45:36] S4: Fertile educational traditional training ground for fashion photographers.... Shooting. Sorry? [01:45:43] S0: Pointing and shooting. Yeah.
01:45:43 · Jordi Hays, Derek Blasberg, John Coogan, Anish Agarwal
[01:45:43] S0: Pointing and shooting. Yeah. [01:45:45] S4: Well, it's interesting. So what he did in the Merchant Marines was take pictures of all the incoming marines, sailors, and so he shot them all in a white background. Wow. And a lot of the images... You may not recognize his name and and watchers and listeners may not recognize his name, but a lot of the most iconic images Sure. JFK's official president-elect portrait [01:46:06] S1: Yeah. [01:46:07] S4: Marilyn Monroe, the sad Marilyn Monroe. You know, lot of those pictures were taken in a style influenced by the early passport polls of the Merchant Marine. [01:46:16] S0: Fascinating. So at 21... Yeah. Every time... I mean, I feel like so many of those pictures are just amazing, you know? Mhmm. You'll be like looking through your old, you know, family photos and things like that and you're like, this is an amazing picture, you know? For... And you know [01:46:28] S4: what they're for sale tonight, Jordi. We can put some of the There we go. Water and cash. [01:46:31] S0: There we go. We can have [01:46:32] S4: a little piece of history. There's, you know, amazing pictures of the Beatles. Wow. This was Jackie Kennedy. [01:46:39] S0: Wow. Iconic. Yeah. [01:46:41] S1: We can see. [01:46:42] S0: Seamless. [01:46:44] S4: And so Richard Avedon, I'm a huge fan of Richard Avedon. Mhmm. I've done a lot with the Richard Avedon Foundation. He died in 2004 when he was 81 years old. Wow. He was on assignment for The New Yorker. [01:46:54] S6: Mhmm.