A startup called Nicira is launching a product today with the audacious goal of making all Internet services smarter, faster, and cheaper
Ben Horowitz, a partner in the investment firm Andreessen-Horowitz, says he and his partner Marc Andreessen, a cofounder of Netscape, quickly realized that Nicira was delivering something long overdue in computing. "The total lack of innovation in networking compared to operating systems or storage had been bothering us for a while," he says. "It was holding back the industry." After meeting Casado, Horowitz invested in Nicira and joined its board. He saw in Nicira echoes of VMware, a company that helped set off the cloud computing boom and has a market capitalization of $40 billion. VMware's software creates virtual computers inside a server, boosting the efficiency of data centers and driving down the cost of servers. Nicira's software promises a similar instant upgrade to what a data center can do, by removing the efficiency bottleneck imposed by networks.