WEBVTT

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Welcome to the GCLine 5G. It's the latest inside

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scoop on everything 5G. We typically talk about

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six topics in 20 minutes, but today we're doing

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a special standalone edition. And we're joined

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by Zscaler, Ken and Nathan. Welcome to our podcast.

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Hey. Good to be here, Will. Thanks. Thank you.

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Hey, so before we get started, let's start with

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you, Nathan. Quick introduction on what you do

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at Zscaler. Yeah. Hey, I run innovation here,

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so I get to look after all the cool new toys

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and figure out what works, what doesn't. And

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yeah, get to find out what's going to be the

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direction for the company over the next five

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to 10 years. Awesome. And Ken, we got to meet,

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I got to meet both of y 'all at Zenith Live,

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but we had a great conversation as well. What

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are you responsible for, Ken? I do the strategy

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on the innovation team, currently focused on

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5G and satellite. Well, we talk about 5G on this

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podcast. We're beginning to talk about 6G as

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well. But let's talk about Zscaler Cellular.

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So I spent time with y 'all at Zenith Live. On

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July 8th, you had the big announcement. Ken,

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I spent a lot of time with you. I went up to

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the show floor. I got a sim as well, and I'm

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going to be playing with that. But maybe, Nathan,

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let's start with you. What is Zscaler Cellular

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all about? Yeah, happy to give some insights.

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So from our point of view, Zscaler Celia really

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is nothing more than the next evolution of connecting

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our customers to their zero trust exchange, their

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policy engine. And what I mean by that is today

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we have client connector for the end users. We

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have edge of network forwarding for machines

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and workloads. And there was a gap, which was

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the devices that are not Wi -Fi or not Ethernet

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connected. The things out in the field, the 4G,

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5G, even. for what it's worth, back to 2G devices

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that customers have. And the crux of that is

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very simple. We enable those devices to connect

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directly into a Zscaler custom policy, and they

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can get their zero trust controls, their protection,

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their visibility, as if they were for end users

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that are in a workload, in a workstation, in

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an office or a building or in a cloud, we can

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now do it for anything that's cellular connected.

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And the goal is to do it anywhere in the world

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for where those devices may exist. Yeah. And

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so Ken, from an innovation standpoint, I think

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this is pretty innovative because all you have

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to do is just use the Zscaler SIM, right? There's

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no overlay. There's no friction associated with

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this. So can you spend a little bit of time on

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kind of the implementation? It's straightforward,

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interesting, tricky, all at the same time. You

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have a SIM. SIM really is just a way of uniquely

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identifying some device to a telco system. telco

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devices don't attach to any network till you

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stick a sim in them or an e -sim in them and

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once you do it says oh you're this are you allowed

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to be on my network do i know who you are do

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you have a rate plan how do i charge you are

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you my customer are you someone else's customer

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And that's great. But you also will go through

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the telco system, which has cybersecurity ranging

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from well -known, easily hacked from the 4G days,

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3G days, right up to 5G, where it's supposed

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to address most, but as we find out, not all

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areas of cybersecurity. So we said, we already

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do zero trust cybersecurity at Zscaler. We keep

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attackers out of your system. We keep your IP,

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your crown jewels in your system. He said, could

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we do something at the sim level? And Nathan

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had been playing. I love Nathan playing around.

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True experimentally said, hey, Ken, look at this.

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Wow. I would love to curse on this podcast, but

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I'm not going to because that was how excited

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I got. I said, yeah, this is what the market's

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going to want. You can stick it in any, because

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normally it's like telco device. All you got

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to put a client on it. My thing can't take a

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client. Why not? It's like a drone or an autonomous

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vehicle. And there's real -time systems. And

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I can't just stick some enterprise client on

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in the middle of the network stack and say, yeah,

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this is all going to work just fine. Because

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in truth, it doesn't. But if you have the SIM

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and do the zero trust right from the transmitter

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back in the internet. That's when it works great.

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You don't have to modify anything. You don't

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have to put clients on. At some level, you don't

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need MDM even, mobile device management, although

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it's useful for some really interesting things,

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which we may or may not be able to talk about

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on this podcast. There, I'm teasing because I'm

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going to let Nathan talk about it, maybe. Hey,

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Anshul is our end device expert, and I know he's

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probably dying to ask the application questions.

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Take it away. Yeah, I would love to know what

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are some of the end device applications for this

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Z -scale or cellular and how are they different

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from other applications that are in use today?

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Yeah, I think I'll jump in with this one because

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it's been a lot of fun actually dealing with

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the types of customers and their ecosystem of

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devices. And one thing that I will say is that

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every day we are completely surprised as to where...

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a cellular modem has been deployed. And it is

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incredible range. And to give you bookends, and

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then I'll give you specifics, we have things

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like every vending machine has been SIM enabled

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since probably 1997. Just doing stock taking,

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sending information about how many cans of Coke

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have been sold or whatever else. The other end

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of the scale, which I find ironic, given that

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I'm Australian and that Australia was a prison

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colony, is ankle trackers for prisoners. They

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are all SIM connected as well. So you kind of

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have this giant spectrum. By the way, To continue

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that joke, I leave my ankle tracker in Australia.

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When I go back home, they reattach it. And when

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I fly out, they take it off. But the diversity

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is huge. And so where we're seeing this become

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really interesting for our customers is in...

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three main areas. One is headless devices, similar

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to what Ken mentioned, like drones, but think

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about things like devices that are out, maybe

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a sensor on a highway or a rail infrastructure

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or track and tracing of a package. Those are

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the things where information is critically needing

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to be connected and sent to a destination. And

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often those destinations are private. So that

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would normally mean historically a VPN on the

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client side or private APN from a telco. And

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what we're saying here is actually we're not

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reliant on the telcos to backhaul traffic into

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a private APN into a data center. You go straight

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in from that SIM into the Zscaler policy engine

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and then Zscaler says, oh, that's private. Send

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that via Zscaler private access. So it's a direct

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hop, not a backhaul, which is a big advantage

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for those private workloads. There's probably

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two other very interesting examples of call -out.

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One is the direct -to -internet. So devices,

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again, these are devices sitting out on the side

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of the highway or rail or whatever, and they're

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being misused as well. People are figuring out

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that if I crack open the box that's not protected

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by anything, there may be a padlock. I open it

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up, I can pull the SIM out, I can stick it in

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my device. What can I do with it? And so everything

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coming to us goes through the Z -scale policy,

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and we can say. YouTube and Netflix and all those

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other high bandwidth things that consume the

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services get blocked. And you only allow the

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destination on the internet is needed. Maybe

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it's a green grass IoT sensor or something. And

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the third part is, this is one where I think

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that we have a very unique position. First of

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all, Zscaler doesn't allow any network -to -network

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connections. We don't allow IP -to -IP connectivity.

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We have to go through a policy engine. If you

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think about one of these devices that's remote.

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and you need to support it, log into it and fix

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something, that would require, in the historical

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private APN world, some sort of routable network

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path and some ingress location someone can VPN

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into or connect to a network and then move across.

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We don't believe in that. So we have built it

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so that you only connect to the Zscaler policy

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engine from wherever you are in the world. And

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if policy says you can get access, we will actually

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broker the connection between that initiated

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user or thing or process back to the actual SIM

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initiated system. So whatever it may be, it could

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be a SSH on a sensor. It could be a web policy

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engine on some sort of, I don't know, portal

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or whatever it could be. And we'll enable that

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to happen, meaning we're only allowing authorized

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connections into the device. So there's no way

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to get access in and out. without going through

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the Zscaler policy engine. I think that's a crux

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that differentiates us between anything else.

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We're not backhauling it to a network to apply

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controls. We're putting it directly in line between

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Zscaler, the SIM going to its destination and

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the destinations or the other sources coming

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into the app or the SIM as a destination. So

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we become that broker of control and policy,

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which again, to my earlier point, we did for

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users already and did for workloads. This is

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now the next extension. So what you've built

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is a very mature platform, the zero trust exchange,

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right? But I'm wondering, Ken. Just the sheer

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number of devices. So one of the biggest challenges

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that mobile network operators face are just the

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sheer numbers of devices. And so Nathan was just

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describing a lot of IoT use cases, right? And

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that's huge. And IoT tends to create massive

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threat surfaces and porous threat surfaces because

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traditionally standards have been all over the

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place. But so Ken, from your perspective, does

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what Zscaler has created with Zscaler Cellular,

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will it scale? to support these massive number

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of devices? Short answer is yes. The joke is,

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what do you think the scaler in Zscaler is? It

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meant the Zenith scaling. We blow through what?

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I think it's now 600 billion transactions a day

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for our customers. And we're not at the limit.

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We can push huge amounts of data. You can do

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things like, and the fun thing about the SIMs

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I love is you can do things like buy a security

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camera that has a 5G connection only on it, stick

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the SIM in, move the thing around, no cables.

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You just need the power supply or solar power

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for it. And you're handling high bandwidth, 4K

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video, able to do instant object recognition

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at the edge or anywhere else. You can take gigantic

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mining equipment. that needs to be remotely operated

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in the bottom of a shaft several tens of thousands

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of meters deep, stick a stick in it, and you

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have a secure two -way connection no matter what.

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This is absolutely amazing. You get cybersecurity

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and controllability and ability to reach in and

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administer a device with a little piece of plastic

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or a digital certificate. I don't need clients.

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I've remoted the client away. I just need the

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connection. Yeah, that's where I was just really

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blown away when I spent time with both of you

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at Zenith Live. It's just the fact that it's

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just, it's a sim. And we've talked about some

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very compelling use cases, Ken. You were alluding

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to this. There are some other use cases that

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I'm sure are, and we, Anshul and I have talked

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about the application of 5G in military applications.

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And like, so the Marine Corps is using private

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5G networks to manage logistics and that sort

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of thing. Anshul, do you have a question you

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want to? shoot either one of their ways. I want

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to monopolize the competition. No, I'm really

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curious about, there's a lot of enterprise applications

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that you guys have talked about, a lot of IoT,

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but being the consumer guy, do you see there

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being any consumer applications that could benefit

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from this? There you go. It's a good question.

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Ken, do you mind if I go first? Oh, please. Absolutely.

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Ken will be the closer on this stuff. As always.

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So I think the key thing is from an enterprise

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user point of view, we've already got the software

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on an iOS, Android, Mac, Windows device that

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we can do. And it provides different insights.

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It's a software layer that allows for also diversity

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of connectivity. So if you have your phone and

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it goes to Wi -Fi, we can enable that to be securely

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provided over there. Obviously, the cellular

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service is provided solely within cellular. But

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with that being said. we do have some advantages

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and one we haven't alluded to and i probably

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i'm just remiss and not even saying this is that

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we allow for the cellular connected devices to

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be on multiple carrier networks globally so that

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if one carrier is not available for whatever

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reason maybe you're out of range maybe the carrier

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goes down or maybe you change countries or whatever

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it may be we have built it to be a multi -roaming

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sim so there is a mechanism that could help some

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enterprises when it comes to maybe perhaps roaming

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to new countries sending them to countries that

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are maybe not the most well -renowned for security.

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So we can provide control, we can provide security

00:12:19.259 --> 00:12:21.399
for those users and connectivity for those users

00:12:21.399 --> 00:12:23.100
when they go somewhere. So yes, there's an enterprise

00:12:23.100 --> 00:12:25.440
user space aspect, but I wouldn't look at it

00:12:25.440 --> 00:12:27.679
as being a replacement for the client -side software

00:12:27.679 --> 00:12:29.940
because obviously client enables user authentication.

00:12:30.100 --> 00:12:32.259
You've got code to assess the posture of the

00:12:32.259 --> 00:12:34.919
device, all those values. Now, those two things

00:12:34.919 --> 00:12:37.139
together, yeah, that becomes very interesting,

00:12:37.279 --> 00:12:39.720
the cellular and the client -side. But I would

00:12:39.720 --> 00:12:41.580
say the enterprise space beyond, there's a lot

00:12:41.580 --> 00:12:43.740
more that we're looking at. This is where I can

00:12:43.740 --> 00:12:45.120
throw to Ken and talk about some of the stuff

00:12:45.120 --> 00:12:46.960
that we're doing, we're thinking about doing,

00:12:47.019 --> 00:12:49.419
and now we're exploring in and around, as you

00:12:49.419 --> 00:12:51.639
said, the kind of the government space as well.

00:12:51.659 --> 00:12:53.240
Ken, I'll let you continue from there. Yeah.

00:12:53.860 --> 00:12:56.740
Government is simply a different kind of big

00:12:56.740 --> 00:12:59.480
organization. They have this, a lot of the needs

00:12:59.480 --> 00:13:03.009
overlap. We look at government. and defense use

00:13:03.009 --> 00:13:07.610
cases, energy use cases, and they map very closely

00:13:07.610 --> 00:13:10.210
to what we see in the enterprise. You've got

00:13:10.210 --> 00:13:12.730
autonomous vehicles, you've got a remote vehicle,

00:13:12.889 --> 00:13:16.159
you've got people out in the field. who as far

00:13:16.159 --> 00:13:18.159
as an IT system, you could say they look like

00:13:18.159 --> 00:13:20.600
salespeople. They're operating semi -independently

00:13:20.600 --> 00:13:22.840
and they need to work on a variety of networks.

00:13:23.159 --> 00:13:25.659
We can do things for customers like I'd like

00:13:25.659 --> 00:13:28.059
to push huge amounts of data all the time. I

00:13:28.059 --> 00:13:30.460
need an all you can eat data plan. It has to

00:13:30.460 --> 00:13:32.940
work everywhere in the world. Or I'm not going

00:13:32.940 --> 00:13:35.259
to push a lot of data. I want the cheapest possible

00:13:35.259 --> 00:13:38.980
plan. We can rotate people to that. Or I don't

00:13:38.980 --> 00:13:40.899
care if it's an intermittent connection because

00:13:40.899 --> 00:13:43.860
I cache data so I can go with a very inexpensive

00:13:43.860 --> 00:13:48.700
and possibly spotty service provider that meets

00:13:48.700 --> 00:13:52.340
their needs. Or I can have the always on high

00:13:52.340 --> 00:13:56.559
volume, high bandwidth provider and with a different

00:13:56.559 --> 00:13:59.750
type of contract. And because we're Zscaler,

00:13:59.750 --> 00:14:02.350
we can look into things like, okay, you want

00:14:02.350 --> 00:14:05.529
all you can eat for 4K video all the time for

00:14:05.529 --> 00:14:08.409
security. Great. If you're okay with going with

00:14:08.409 --> 00:14:12.190
one provider, two providers compared to the several

00:14:12.190 --> 00:14:16.250
hundred, you can get a much better deal. It's

00:14:16.250 --> 00:14:19.509
telco. There are so many different plans. And

00:14:19.509 --> 00:14:22.429
because we have so many different relationships

00:14:22.429 --> 00:14:25.629
with telco vendors around the world, we can offer.

00:14:26.080 --> 00:14:29.419
a wide variety of options to customers you can't

00:14:29.419 --> 00:14:34.019
get on your own. That's massive amounts of data

00:14:34.019 --> 00:14:37.360
for global customers. You get some really interesting

00:14:37.360 --> 00:14:41.559
rates. Yeah, I bet. And I was just speaking with

00:14:41.559 --> 00:14:44.840
Verizon recently and their leader that's leading

00:14:44.840 --> 00:14:48.019
their IoT business. And we talked about security.

00:14:48.200 --> 00:14:51.320
I didn't bring this up because I was pre -briefed

00:14:51.320 --> 00:14:53.639
and had to wait until the announcement on July

00:14:53.639 --> 00:14:56.419
8th. One thing, getting back to Anshul's point

00:14:56.419 --> 00:14:58.860
on consumer, I think Nathan, you and I were talking

00:14:58.860 --> 00:15:01.159
about this at Zenith Live was like, you could

00:15:01.159 --> 00:15:03.820
potentially use this solution to, if you're,

00:15:03.840 --> 00:15:07.240
let's say you're, you want to be anonymous, right?

00:15:07.379 --> 00:15:09.320
And you're roaming from country to country, right?

00:15:09.519 --> 00:15:12.740
This is going through the Zscaler exchange. And

00:15:12.740 --> 00:15:15.279
so you could potentially anonymize that. So it

00:15:15.279 --> 00:15:17.600
could be a wealthy person. It could be a famous

00:15:17.600 --> 00:15:20.059
person. It could be Taylor Swift. I don't know.

00:15:20.100 --> 00:15:22.139
So there's that application too, right? Yeah,

00:15:22.139 --> 00:15:24.059
absolutely. My daughter was just listening to

00:15:24.059 --> 00:15:25.840
Taylor Swift on the radio this morning. So there

00:15:25.840 --> 00:15:27.399
you go. No, but actually it's an interesting

00:15:27.399 --> 00:15:29.820
point because yes, ultimately the traffic is

00:15:29.820 --> 00:15:33.570
coming to Zscaler. and we are in control of where

00:15:33.570 --> 00:15:35.789
that goes. So think of it very similar to any

00:15:35.789 --> 00:15:38.110
other version from Zscaler. All the initiating

00:15:38.110 --> 00:15:39.970
source is going to, the network path is going

00:15:39.970 --> 00:15:42.289
to see is traffic going to a gateway. That gateway

00:15:42.289 --> 00:15:45.110
is Zscaler. So from there, we can do whatever

00:15:45.110 --> 00:15:46.610
we want with the traffic and that's up to the

00:15:46.610 --> 00:15:48.389
customers and we can build it up for various

00:15:48.389 --> 00:15:50.370
different types of use cases. But absolutely,

00:15:50.490 --> 00:15:52.309
that means that we're in that path, we own the

00:15:52.309 --> 00:15:53.870
path, we can decide what to do with the path.

00:15:54.210 --> 00:15:56.779
And again... built on policy base for the customer

00:15:56.779 --> 00:15:59.320
to want to achieve. But that's extremely powerful,

00:15:59.419 --> 00:16:00.759
Will, as you alluded to. There's things that

00:16:00.759 --> 00:16:02.700
can be done. Today, our customers do that with

00:16:02.700 --> 00:16:04.860
edge of network forwarding. They do it with Client

00:16:04.860 --> 00:16:07.159
Connector. On the client side of things, the

00:16:07.159 --> 00:16:09.360
one thing I will say, and I need to obviously

00:16:09.360 --> 00:16:12.179
make the statement, use Zscaler properly. Don't

00:16:12.179 --> 00:16:14.860
break any local laws because we can't be held

00:16:14.860 --> 00:16:16.899
responsible for those things. But yeah, of course

00:16:16.899 --> 00:16:18.600
you can do it. And the example I'll give you,

00:16:18.659 --> 00:16:21.649
which is just a fun one for me, is that... I

00:16:21.649 --> 00:16:24.009
have my personal policy engine for Zscaler. I

00:16:24.009 --> 00:16:25.970
have my kids run the software on their devices

00:16:25.970 --> 00:16:29.850
to access our Minecraft server at home. So anywhere

00:16:29.850 --> 00:16:32.090
in the world, we can log in using Client Connector

00:16:32.090 --> 00:16:34.009
from their laptops to access our own Minecraft

00:16:34.009 --> 00:16:36.659
server. But if I want to join... I could maybe

00:16:36.659 --> 00:16:39.899
throw Zscaler cellular sim in my device and have

00:16:39.899 --> 00:16:42.179
policy available to do that too. Now, nobody

00:16:42.179 --> 00:16:43.820
else can connect to that Minecraft server. No

00:16:43.820 --> 00:16:46.159
one else can see that Minecraft server. No one

00:16:46.159 --> 00:16:48.039
else knows it exists. No one even knows the connection.

00:16:48.159 --> 00:16:49.860
They just see this connection going to Zscaler.

00:16:50.039 --> 00:16:52.659
They have no idea about it. So yes, my policy

00:16:52.659 --> 00:16:54.500
is built so I can have a private Minecraft server

00:16:54.500 --> 00:16:56.740
with my kids. But you could do other things as

00:16:56.740 --> 00:16:59.909
well. Again, don't break any laws. I'm impressed

00:16:59.909 --> 00:17:01.990
that you have a Minecraft server in your home.

00:17:02.070 --> 00:17:05.109
I bet Anshul has one as well. He's a total techie.

00:17:05.230 --> 00:17:07.250
Hey, guys, it's been a great conversation. But

00:17:07.250 --> 00:17:09.549
as we sort of wind things down, let's talk about

00:17:09.549 --> 00:17:12.069
availability, right? So you're in preview right

00:17:12.069 --> 00:17:14.710
now. Ken, when should we expect to see Zscaler

00:17:14.710 --> 00:17:18.009
Cellular hit the mainstream here in sort of general

00:17:18.009 --> 00:17:21.890
availability? He's holding one off. If I didn't

00:17:21.890 --> 00:17:24.460
have this. blurry background you'd be seeing

00:17:24.460 --> 00:17:26.400
i'm just going to cover the code on it because

00:17:26.400 --> 00:17:29.000
who knows how higher resolution you got you can

00:17:29.000 --> 00:17:32.519
get them right now okay yeah oh look i have more

00:17:32.519 --> 00:17:36.230
than one Yeah. So I'm willing to give you that.

00:17:36.230 --> 00:17:39.049
We can organize that and give you a specific

00:17:39.049 --> 00:17:41.450
example. We are live, limited availability for

00:17:41.450 --> 00:17:43.970
customers until August 1st, general availability.

00:17:44.230 --> 00:17:46.430
Anyone can buy from us. You can buy from us now.

00:17:46.509 --> 00:17:48.329
It's just a matter of process more than anything

00:17:48.329 --> 00:17:50.250
else. So we are fully available for customers

00:17:50.250 --> 00:17:52.369
to be able to operate this today. So we're really

00:17:52.369 --> 00:17:55.069
happy to hear any inquiry at all. Great. You

00:17:55.069 --> 00:17:58.509
got two weeks. And for our viewers and listeners,

00:17:59.029 --> 00:18:02.289
can they go to zscaler .com to learn more or

00:18:02.289 --> 00:18:04.349
can you share? that information yeah there's

00:18:04.349 --> 00:18:06.670
a there's actually a sub page of zscaler .com

00:18:06.670 --> 00:18:09.130
for our zscaler cellular just do a quick google

00:18:09.130 --> 00:18:10.690
search you'll find it but otherwise we'll provide

00:18:10.690 --> 00:18:13.109
a link afterwards if you will but also they can

00:18:13.109 --> 00:18:16.450
reach out to us at srm at zscaler .com it's really

00:18:16.450 --> 00:18:19.369
easy and we'll be happy to fill any inbound questions

00:18:19.369 --> 00:18:21.670
discussions happy to talk about partnerships

00:18:21.670 --> 00:18:24.250
talk about how to deploy it all those things

00:18:24.250 --> 00:18:26.150
we're open to every conversation because we think

00:18:26.150 --> 00:18:28.390
there's as you pointed out well this is the really

00:18:28.890 --> 00:18:31.930
rich opportunity for us to really provide that

00:18:31.930 --> 00:18:33.910
next level of control and protection for our

00:18:33.910 --> 00:18:36.089
customers around the world, which is extremely

00:18:36.089 --> 00:18:39.109
exciting. I love it. When you think about 5G,

00:18:39.130 --> 00:18:42.309
5G new radio from a standard perspective, it's

00:18:42.309 --> 00:18:45.490
got encryption improvements over LTE, but this

00:18:45.490 --> 00:18:48.029
just provides another layer, another level of

00:18:48.029 --> 00:18:50.769
protection. At the end of the day, cybersecurity

00:18:50.769 --> 00:18:54.589
is about a layered approach. So Nathan, Ken,

00:18:54.730 --> 00:18:56.109
I want to thank you for your time. It's been

00:18:56.109 --> 00:18:58.390
a great conversation. Anshul? Why don't you take

00:18:58.390 --> 00:19:01.269
us home? Absolutely. We hope our viewers and

00:19:01.269 --> 00:19:02.849
listeners found this week's topic interesting.

00:19:03.069 --> 00:19:05.190
If anyone would like to provide insights on a

00:19:05.190 --> 00:19:08.089
future 5G topic for a future podcast, please

00:19:08.089 --> 00:19:10.930
reach out to us on social media. Will's at WillTownTac

00:19:10.930 --> 00:19:13.589
and I'm Anshul Saag. And Ken and Nathan are both

00:19:13.589 --> 00:19:16.569
at Zscaler. So thanks a lot for listening. And

00:19:16.569 --> 00:19:18.150
don't forget to rate us and subscribe.
