Lightning doesn’t often strike twice, but in the case of the father-and-son team of David and Orion Hindawi, founders of Tanium, Inc., that’s exactly what has happened. Tanium — an enterprise-scale real-time security and systems management company — is a prime example of a modern enterprise software company: solving the new generation of today’s problems using skills and experience gained from being successful founders in the previous generation.
Forming the Company
David Hindawi, a Ph.D. in Operations Research from U.C. Berkeley is an entrepreneur who led the creation of several successful companies through the earliest days of the PC era. His early efforts focused on getting PCs connected to the “net” and keeping them running smoothly. In 1997, David teamed up with his son Orion, then an undergraduate at U.C. Berkeley, to form BigFix.
BigFix solved the problem of communicating with all the endpoints (PCs, servers, virtual machines, and more) on enterprise networks to gather configuration data and deploy product updates. BigFix was a remarkable product for the time routinely scaling to 100,000 endpoints. In 2010, IBM acquired BigFix and integrated it into the Tivoli Software portfolio.
Some might have been content to rest on their laurels having invented a technology, built a company, and scaled a business to the most elite of enterprise success stories. Instead, David, Orion, and the key architects of BigFix had an even bigger idea.
Forming Tanium came about as the team reflected on shortcomings. “We recognized that enterprises needed endpoint control that was much faster than they could get with existing tools, and challenged ourselves to leapfrog the state of the art, including BigFix, where basic management queries could take days,” Orion recounted. “We knew that nothing short of a 10,000 times speed improvement over the state of the art at the time would solve the problem, and we needed to fundamentally change the paradigm of systems management and endpoint security to accomplish that. We are lucky to have one of the few engineering teams in enterprise management who are smart and ambitious enough to do that”.
The team, mostly members of the original BigFix engineering group and all experts with years of experience in large enterprise management, worked in their Berkeley, CA offices for almost two years before the first customers saw the early results of their new product. When seeing the product in action, it was clear to early customers that the team had in fact built a better mousetrap. Tanium was born.
Meeting Tanium at a16z
When Orion first came to Andreessen Horowitz to meet us and introduce Tanium we had no idea what a surprise we were in for. Collectively we are many old hands at systems management and security. Many folks at a16z share the experience of having built Opsware — and my own experience at Microsoft — make for an informed, and perhaps tough, audience.
Orion popped open his laptop and navigated to Tanium’s web-based “console”. At the top of the screen, we saw a single edit control like you’d see for a search engine. He started typing in natural language questions such as “show computers where CPU > 75%” and “show computers with a process named WINWORD.EXE”. Within seconds — just like using search — a list of computers scrolled by as though it were an existing spreadsheet or report.
At this point we reached the only reasonable conclusion: Orion was showing us a simulation of the product they hoped to build. After all, we were all quite familiar with the state of the art (represented by the likes of BigFix) for this type of telemetry and we knew that what we were seeing was just not possible.
But the demonstration was not a simulation or edited screen capture. In fact, Tanium was running on a full-scale deployment of thousands of endpoints. This wasn’t even a demo scenario, but a live, production deployment … the magic of Tanium. As we learned more about Tanium and how it easily scales to 500,000 endpoints (not theoretically, but in practice) and the breadth of capabilities, we were more than intrigued. We were determined to invest in David, Orion, and team.
Redefining the State of the Art
In enterprises, one team is generally responsible for securing endpoints, while another is responsible for managing them (systems management). Typically, each team uses its own tools, and each is independently struggling to keep pace with modern network security threats and the scale of modern networks.
Today’s IT pros on both security and management teams know the types of information they need from their network. With current tools these questions require careful planning, significant infrastructure, and a fine balance between what IT needs to know and the cost to the end user who is working on the computers that are being queried — if you get it wrong, you can cause slow logons and sluggish performance at inconvenient times.
However, to effectively manage and secure networks and provide assurance of compliance with government and industry regulations IT pros absolutely require information such as hardware configuration, software inventory, network usage, patch and update status, and more. In addition, today’s socially engineered security risks are often combinations of seemingly simple combinations of running programs, files, or attachments on the system, and a few other clues. An IT pro walking up to a PC or Mac could easily obtain all of this information, but for all practical purposes it is impossible for them to gather that data from the thousands of endpoints they are responsible for with any level of ease or timeliness.
Getting that data at scale is typically hard and slow because almost every Systems Management tool uses a classic hub (servers) and-spoke (endpoints) architecture. IT pros deploy multiple servers running on network segments with high-end databases and significant networking hardware combined with fairly elaborate endpoint runtimes. Even when this state of the art deployment is carefully tuned, the best case at very large scales can be three days to “compute” the answer to critical operational questions — assuming you knew ahead of time you were going to ask those questions. By this time, the information would be out of date and by then the whole problem likely changed.
As a result most IT pros know that best case, the data is approximate; and worst case, it’s just worthless. For mission-critical problems, such as compliance with HIPAA (healthcare) or PCI (electronic payment) regulations, this is more than just inconvenient for IT — it can cause a painful failure with board-level visibility.
The state of the art for security is all about building stronger and taller walls between the enterprise network and the internet. We’re familiar with these approaches across the basics of firewalls, more sophisticated security appliances, and adaptive architectures, and of course the typical security suites that run on endpoints. Unfortunately, the bad guys are wise to that game, and modern threats anticipate that these protections are in place — in many cases, the bad guys actually “QA” their attacks against the systems enterprises use before they release them. In addition, today’s malware is targeted to particular organizations, and is often put in place by a series of seemingly benign or undetectable actions.
Malware, a bot, or a backdoor make their way onto the network leaving behind a series of benign clues: a running process, a changed file, a memory signature, or a specific network packet. It is only taken together that a pattern emerges. It is only after the fact or with an IOC (indicator of compromise) in hand that IT pros can potentially track down endpoints that have been compromised. Unfortunately, IT is literally swamped by IOCs to investigate and there are no effective tools that support this wide range of questions.
And even if you could, the state of the art would give answers in days, long after the damage was done.
Even with these challenges, both of these state of the art approaches have their place in a modern network. It would be irresponsible to run a network without basic asset management or network firewalls and endpoint protection such as anti-virus. Unfortunately, however, for the vast majority of both threats and systems management, the needs of IT pros are far more dynamic and complex than existing systems can provide. This is the opportunity where Tanium adds unique value to the tools of the modern IT and security professional.
At 16z, we love the opportunity to partner with enterprise companies that are either working to radically improve the way a given IT need is met with software — or transforming the IT landscape by re-creating or re-defining the traditional categories with unique software. Tanium is magical because does both.
The Tanium Innovation
In practice, the Tanium team accomplished nothing short of a complete rethinking of how IT pros manage, secure, and maintain the endpoints in their network — every node on the network can now be interrogated, managed, updated, and secured, instantly from a browser.
You can literally ask almost anything of an endpoint — such as configuration, patch status, software inventory compliance, performance, reliability measures, telemetry, network activity, files, and more (basically anything you can ask of a running system) — and get answers back in seconds. Not only can you ask questions, but you can take actions as well: distribute and install updates, shut down processes or executables, remove or quarantine files, and so on. All of this happens in seconds, across your entire network of endpoints, across LAN segments and the WAN, from branch offices to headquarters to the data center.
David, Orion, and team have invented a completely new way to think about managing and securing a network of computers. The magic of Tanium is built out of four innovative technology pillars:
1. Runtime. The Tanium runtime builds on the endpoint management lessons of BigFix. The runtime serves as the platform for asking the endpoint questions in the scripting language of your choice (VBscript, Powershell, WMI, Python, Unix Shell, and most any other language), packaging up the answers, and getting them to a single server/VM that coordinates the activities. The runtime also provides actions allowing you to make changes across your entire network, instantly. The endpoint runtime is a couple megabytes, takes almost no CPU or RAM, and incurs nearly imperceptible network usage.
2. LP2P Networking: Endpoints secured by Tanium do not drive up costly WAN traffic but instead communicate between endpoints on the local area network. Expensive WAN load is vastly reduced because rather than all endpoints trying to reach a single data center across the WAN, answers and actions are coordinated across an incredibly efficient LP2P (linear peer-to-peer) architecture — an innovative hybrid of mesh and peer-to-peer concepts designed and validated for the enterprise. LP2P is self-healing and architected for fault tolerance, transient endpoints, and global WAN segments connected in a typical manner.
3. Natural Language. The interface to Tanium is through a simple text box where you can use natural language to ask questions of the entire set of endpoints. Just like using web search, each question gives you suggestions for follow up questions, refinements, and ways to improve your queries. You use natural language questions to generate tables, charts, time series, and other representations of your near real-time network status — instantly.
4. Security. The entire Tanium platform was architected from the ground up to be secure enough for the largest enterprise and federal networks. Tanium affords IT pros incredible power and flexibility in managing and securing endpoints, and recognizes the need to ensure that power stays in the right hands. As a result, all traffic is FIPS-level secured, actions are controlled and validated by signed certificates, and administrators have fine-grained control over the types of queries and actions permitted by different users within IT.
If you’re running existing state of the art tools for managing and securing your endpoints, you have a fixed set of diagnostic questions that you routinely ask and then store the answers in a database for later analysis. Even if it’s a simple question like what version of OS software your computers are running, it will take a few days or more to get answers. If you have a crisis requiring new information, you’re likely push out an emergency logon script or dreaded background process to add a new question to the list of slowly collected answers, and days later you know the approximate answer.
As a result of the innovations above, Tanium completely upends the thinking about how this should work. By analogy, if you think about the current state of the art as a printed set of classic encyclopedias, then Tanium is like having the entire internet at your disposal through a search engine.
Rather than a set of fixed questions and answers, you use Tanium to explore your endpoints. When new security threats arise you can immediately explore your risk by using any telemetry to diagnose your risk and then using any mechanism to take corrective actions — instantly. A top of mind example for all of us is the outbreak of Heartbleed. As soon as your operations center received notice of this vulnerability, there was one simple question “what variants and versions of OpenSSL are we running across all servers and VMs”. Almost no management and inventory system would have this readily available. Many would have first relied on what was believed to the “standard” images, but later would find out that isn’t enough. With Tanium, you just ask a question in natural language and within seconds you can have any level of details required on the servers and VMs running OpenSSL. You can then shut those servers down, deploy updates, or monitor actions — instantly.
Identifying and securing endpoints for compliance with regulations, software licensing, or corporate policy is equally simple. When talking to Orion about Tanium, I searched my own experience for what I thought was a trick question. I wanted to know “how many endpoints had attached USB memory stick and written to it recently” (a potential information leak, compliance issue, or malware vector all in one simple and common operation). Once again Tanium’s magic delivered an answer from a natural language query in just a few seconds for thousands of computers.
In addition to all of this, Tanium is also a true platform. IT pros can utilize mature REST, SOAP, and syslog APIs to connect the results of Tanium queries to their favorite big data destination and develop time-series models of their endpoints and mine the data for patterns. Because the Tanium runtime has such a minimal impact it is possible to collect thousands of independent data points continuously from hundreds of thousands of endpoints, feeding the predictive analytics and big data systems that enterprises are building today with extremely valuable data. This type of analysis allows for finding points in time when the network changed, identifying malware, bots, and other exploits that we all know escape traditional firewalls and anti-virus. Using the platform, IT can also create tailored dashboards and custom actions that enable monitoring and guarantee compliance of endpoints with standards.
Tanium + a16z
I could continue going on and on about the magic of Tanium that David, Orion, and the amazing team created.
When we talk about Tanium we describe it as an entrepreneur “trifecta”: First, David and Orion are experienced and successful entrepreneurs. Second, Tanium is a product that builds on innovative and inventive technology that could only come about from a team with experience and depth of understanding the enterprise. And third, Tanium is already a successful and profitable company with dozens of customers in massive, mission-critical, and global deployments.
With this incredible story, Andreessen Horowitz could not be more excited to be leading an investment in Tanium. I’m personally super excited to be joining the Tanium board where I will work closely with David, Orion, and the team.
Steven Sinofsky is a board partner at Andreessen Horowitz, an adviser at Box Inc., and an executive-in-residence at Harvard Business School.
The views expressed here are those of the individual AH Capital Management, L.L.C. (“a16z”) personnel quoted and are not the views of a16z or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by a16z. While taken from sources believed to be reliable, a16z has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.
This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors, and may not under any circumstances be relied upon when making a decision to invest in any fund managed by a16z. (An offering to invest in an a16z fund will be made only by the private placement memorandum, subscription agreement, and other relevant documentation of any such fund and should be read in their entirety.) Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by a16z, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Andreessen Horowitz (excluding investments and certain publicly traded cryptocurrencies/ digital assets for which the issuer has not provided permission for a16z to disclose publicly) is available at https://a16z.com/investments/.
Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see https://a16z.com/disclosures for additional important information.