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SaaStr 808: AI and Cybersecurity: Scaling Rubrik to a Billion...

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Full Title

SaaStr 808: AI and Cybersecurity: Scaling Rubrik to a Billion Dollar Enterprise with Rubrik's Co-Founder and CTO

Summary

Rubrik's Co-Founder and CTO discusses the company's journey to a billion-dollar enterprise, detailing its multi-product growth strategy and commitment to high customer satisfaction. The episode highlights Rubrik's approach to integrating AI into its products and internal operations, emphasizing business-centric ROI measurement.

Key Points

  • Rubrik built a platform for cyber resilience to help businesses protect and quickly recover their most critical asset: data, in response to increasing cyberattacks.
  • To sustain high growth, Rubrik employs a strategy of introducing multiple "innovation curves" by developing new products from hackathons or acquisitions as existing ones mature, ensuring continued acceleration.
  • A key to scaling new products is a specialized go-to-market incubation engine, where dedicated sales teams focus solely on the new offering to refine messaging and buyer profiles before transitioning to broader sales channels.
  • Maintaining an 80 NPS is attributed to a "customer first" culture, where co-founders were personally involved in early support, fostering transparency, openly acknowledging mistakes, and prioritizing customer success.
  • Rubrik integrates AI into its products, such as an AI co-pilot called Ruby for enhanced usability and self-service, and also provides a platform enabling customers to safely build their own AI applications by managing secure, permission-controlled, and de-sensitized enterprise data access.
  • For internal AI adoption, Rubrik established an AI governance committee involving legal and infosec to ensure safe implementation, promoting a "Rubrik-first" approach and measuring success through direct business metrics like reduced roadmap delays and improved quality, rather than just AI-specific metrics.

Conclusion

Diversifying with new product "innovation curves" and using targeted go-to-market teams are critical for sustained enterprise growth beyond a core offering.

Exceptional customer satisfaction is built on a foundational culture of transparency, accountability, and direct engagement, even at the highest levels of leadership.

Strategic AI integration, both externally for product enhancement and internally for operational efficiency, must be governed securely and evaluated based on its tangible impact on core business metrics.

Discussion Topics

  • How do companies balance investing in core product development versus new innovation to ensure continuous growth without cannibalizing existing success?
  • What are practical steps leaders can take to instill a genuine "customer first" culture across all departments, from engineering to sales and support?
  • Beyond efficiency gains, what key business metrics should organizations prioritize when assessing the true value and return on investment of their AI initiatives?

Key Terms

ROI
Return on Investment, a measure of the profitability of an investment.
NPS
Net Promoter Score, a metric used in customer experience programs to gauge customer loyalty.
SaaS
Software as a Service, a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted.
CRM
Customer Relationship Management, technology used to manage and analyze customer interactions and data throughout the customer lifecycle.
POC
Proof of Concept, a realization of a certain method or idea to demonstrate its feasibility or practical potential.
RAG
Retrieval-Augmented Generation, an AI technique that enhances large language models by allowing them to access and synthesize information from external data sources.
Infosec
Information Security, practices and processes designed to protect sensitive information and systems.
Go-to-market
The strategy used by a company to introduce new products or services to the market and reach target customers.
Foundation Models
Large artificial intelligence models trained on broad data at scale, designed to be adaptable for a wide range of downstream tasks.
API
Application Programming Interface, a set of defined rules that enable different applications to communicate with each other.
IOC
Indicator of Compromise, forensic evidence found on a network or operating system that indicates a computer intrusion.

Timeline

00:01:42

Rubrik's core business is providing cyber resilience through a platform for data protection, security, and quick recovery.

00:02:22

The strategy for multi-product growth involves introducing new "curves of innovation" as existing products mature, stemming from hackathons or acquisitions.

00:03:36

Rubrik utilizes a go-to-market incubation engine to launch new products, using dedicated sales teams to refine strategy before wider rollout.

00:04:42

High customer satisfaction (80 NPS) is maintained through a "customer first" culture, transparency, and acknowledging mistakes, with co-founder involvement in early support.

00:07:01

Rubrik's product AI strategy includes an AI co-pilot for usability and a platform to help customers build their own AI applications safely by managing data access.

00:09:00

Internal AI adoption is guided by an AI governance committee and measured by direct business metrics like reduced roadmap delays and quality improvements.

00:11:15

The biggest challenge for AI ROI is proving its value through business metrics, not just AI-specific metrics, by focusing on tangible improvements in areas like product delivery time and quality.

Episode Details

Podcast
The Official SaaStr Podcast
Episode
SaaStr 808: AI and Cybersecurity: Scaling Rubrik to a Billion Dollar Enterprise with Rubrik's Co-Founder and CTO
Published
June 25, 2025