One of the fundamental tenets to my research has always been that significant share gain opportunities happen during market transitions. New markets require new ways of thinking and different approaches, even in mature markets. This is how Arista Networks could enter the switching market and go from an idea to over $4 billion in market cap in just over 10 years.
One of the “new ideas” that Arista brought to the network industry was to build a highly scalable, robust cloud operating system that could be used as a foundation for rapid innovation now and into the future.
