Episode 25 of The Security Podcast of Silicon Valley came out on November 16, 2022, with Jon McLachlan hosting. The guest was David Gurle, founder and executive chairman of Hive, which builds a cloud from spare storage and compute on computers around the world (Podbean, Apple Podcasts, Spotify, LinkedIn, Hivenet). The episode is called “David Gurle - Founder and Executive Chairman at Hive, on Empathy, Innovation, and Disruption.”
Two threads run through the talk. One is Hive: a cloud that runs on computers people already own, where only the person who owns the data holds the keys. The other is what a long career in communications software teaches a founder about control, walking away and hiring.
This page follows the conversation in order: a section for each part of it, fifteen figures, ten clips from the tape, a LinkedIn post, the full transcript, and five tools: a quiz, a scorecard for who holds the keys to your data, a calculator for how many keys protect one file, a timeline, and a to-do list. Where the decodes of the tape disagree on a word, the transcript puts its best guess in brackets, and the page doesn’t quote or retell those words.
From Digital Equipment to Hive
Jon read out the path. David started as a software engineer at Digital Equipment Corporation, then worked as an R&D engineer at France Telecom and a technical officer at ETSI. Next came VocalTec, as VP of strategic alliances, and then Microsoft, as director of program management for real-time collaboration and communication, in 2002. David had a dry take on the timing: a knack for missing the rise of a stock. The arrival at Microsoft came at the height of Microsoft’s stock, which went down after David joined.
After Microsoft came Thomson Reuters, as global head of collaboration services and head of sales and trading in Asia, then Skype for business as general manager, then Avaya as VP of corporate strategy. Then David started Perzo, which Symphony Communications bought two years later, and David ran Symphony as founder and CEO.
LinkedIn fills in the dates: VocalTec from April 1997, Microsoft from November 1999 to March 2003, Thomson Reuters from April 2003 to January 2010, Skype from January 2010 to June 2011, Perzo from September 2012 to September 2014, and Symphony as founder and CEO from October 2014 to May 2021 (LinkedIn). Wikipedia credits David with founding Microsoft’s real-time communications unit, which built NetMeeting, Windows Messenger and Live Communications Server, and with co-authoring several IETF standards for presence and instant messaging over SIP (Wikipedia).
Symphony, secure and strong
Symphony is where Jon and David met. Before Jon could go on, David stopped him with a thank-you for making Symphony secure and strong, along with Jon’s teammates.
“you managed to break through the impenetrable walls of Wall Street”
David Gurle, at 2:40
In David’s telling, Symphony became the standard there. Jon called it a team effort, built on the work that had gone into Perzo before Symphony. It was also Jon’s first chance to lead a team technically.
Symphony began inside Goldman Sachs as an internal messaging system. In October 2014, Goldman Sachs and 14 other financial institutions put in $66 million to set up Symphony Communication Services and buy Perzo, a messaging app known for end-to-end encryption. By 2020, Symphony said it had more than 400,000 users (Wikipedia). On episode 23, David M’Raihi, Jon’s mentor from those years, told the story of a best day at Symphony, in a room full of bankers.
Once an entrepreneur
After Symphony came board seats and advisory roles, and then Hive.
“Once an entrepreneur, always an entrepreneur.”
Jon McLachlan, at 4:20
Jon asked whether David would ever walk away from starting companies, or whether it’s too fun to stop. David agreed, and pointed to the word Jon had used: fun. Jon took it from there.
“You really have to have that passion, because things get gritty, things get difficult.”
Jon McLachlan, at 4:43
A founder also carries other people through the hard parts.
“but as a leader, you have to inspire everyone else around you to stick with it”
Jon McLachlan, at 4:54
Empathy is a skill
Jon’s first question was about the experiences that shaped David. That answer stays in the transcript. Jon took one idea from it.
“It’s a skill that you can develop, right?”
Jon McLachlan, at 13:47
“Oh, yeah, anybody can develop it.”
David Gurle, at 13:50
It takes a love of human nature, David said.
Jon shared the method he uses when a discussion turns into a disagreement. He starts from an assumption.
“I assume that everyone brings something to the table, that people are smart.”
Jon McLachlan, at 14:08
Then it’s his job as a listener to see that in the people at the table, to ask why the other view might be the right thing to do, and to find the values driving it.
“And to drop my set of values and really try to pick up another set of values”
Jon McLachlan, at 14:33
When the other set fits better, the disagreement stops being a disagreement.
Skype, without the data centers
Jon asked David to tell listeners about Hive.
“Well, Hive is a distributed peer-to-peer cloud solution.”
David Gurle, at 15:21
Hive takes the resources of end users’ computers around the world, puts them in a virtual operating system, and offers storage and compute services on top. The idea came in 2018, at Symphony, from the Amazon and Google bills for the infrastructure Symphony ran on. The bills were going up, but that wasn’t what bothered David. David had run Skype for business.
“and Skype was entirely peer-to-peer”
David Gurle, at 16:24
Skype ran with no infrastructure and no data centers of its own. It used everyone’s computers to do what servers do. David saw no technical reason the cloud couldn’t work the same way. So David went to Symphony’s board with the idea.
“because I had to ask permission. It was in my contract.”
David Gurle, at 17:04
The board said yes, and some board members offered to invest. Then David had no time for it, and the idea waited until 2021.
Skype began as a hybrid of peer-to-peer and client-server. Microsoft bought it for $8.5 billion in May 2011, ran it on Microsoft-operated supernodes from May 2012, and moved it to a centralized service on Azure in 2017. Skype was retired on May 5, 2025 (Wikipedia).
Released the day before
David had news.
“literally yesterday we released our first version”
David Gurle, at 18:00
Jon worked out the date: Wednesday, September 28. The first version ran on Windows. There was no public Mac version yet, and David offered to send Jon one. Apple hadn’t approved Hive’s signatures, so installing it brought up warnings. Jon explained what was going on for listeners. Apple’s Gatekeeper wants software signed with a private key tied to a root of trust that runs through Apple’s developer program. Software that isn’t signed that way meets error messages that work as a barrier to entry. David’s complaint was about the wording.
“the error message is actually incorrect”
David Gurle, at 19:54
The message said the program was broken and couldn’t work. An inexperienced user takes that at face value and doesn’t install it. David offered Jon a command line tool to get past the warnings.
Gatekeeper is a macOS security feature that enforces code signing and verifies downloaded apps before they run, which lowers the chance of running malware by accident (Wikipedia).
Share a terabyte, get a terabyte
Jon has plenty of spare compute, and four terabytes of storage on one machine that he doesn’t fully use. He asked what a contributor gets back.
“So if you share one terabyte, you’ll get one terabyte from the network, which you can use to back up your files.”
David Gurle, at 21:13
Hive didn’t plan to make money on that exchange. Contributors who use less than they share would get a monthly payment, because Hive would use their capacity for people who need more than they share. Hive would buy that capacity wholesale and sell it on at the same price, plus a transaction fee.
“but with a 5% transaction fee”
David Gurle, at 22:06
Jon heard a familiar model in it.
“It’s almost like taking the business model of Uber”
Jon McLachlan, at 22:17
In the centralized model that AWS and Google Cloud follow, a big company sits behind it all. You call one number, it goes to central dispatch, and the yellow cab shows up.
“this is the decentralized model of compute and storage.”
Jon McLachlan, at 22:51
David asked on the spot to use Jon’s comparison in the next Hive introduction video, and Jon said yes.
The best day
Jon asked for David’s best day with Hive so far. It was the day before, with the release of the first version.
A first release means converging more than the code: the support system, the release system, the tracking system and the data collection. David doesn’t think the first version is the best product ever. What makes the day is the team. People merge with each other in a common goal, in ways no process or rule can describe.
“It just happens.”
David Gurle, at 25:18
Every time, David gets goosebumps, because it shows some of the best of humanity: the ability to come together for a common cause
“and to produce something that didn’t exist before”
David Gurle, at 25:35
David called it creation.
Jon remembered the day Symphony first released its public version, and the celebration out behind the offices.
No money for Hive
The worst day came in October or November of the year before, while David was raising money for Hive. Symphony had taught some lessons. This time, no matter how much of the company David owned, David was
“going to have majority control over some key decisions”
David Gurle, at 26:55
“my shares will have more voting rights”
David Gurle, at 27:08
That meant more votes than the investors’ shares, which David hadn’t had at Symphony.
The negotiation with investors was hard, because nobody wants to lose control. David won that point anyway. The final draft came in during David’s evening. At 11 p.m., David put off the answer until morning. David went over the term sheets once more, and didn’t want the deal, or the investor. The fight had been too painful. David asked what the next negotiation with them would look like once the company existed, and whether this was the kind of investor David wanted. Without the lead investor, Jon pointed out, the other investors’ money would be at more risk, with a large share of the round missing.
“No money for Hive.”
David Gurle, at 30:15
Jon’s view: an investor should bring more than capital. It should bring its network and support, maybe a couple of customers, early traction, advertising, help with marketing, and even the security of the whole thing. David added judgment.
On episode 13, Jon and Paul Nguyen of Permiso talked about a clear no with customers: it’s information, and nobody’s time gets wasted.
The deal you can leave
The lesson came from Microsoft. David was the business lead in a hard negotiation over breaking a massive contract, with top lawyers in the room. David decided to walk away, from the deal and from the job, and told the boss so. The answer:
“David, you are now ready to do the deal”
David Gurle, at 32:39
The reason the boss gave: David was ready to walk away. It took David a while to understand.
“it meant that I had nothing to lose anymore”
David Gurle, at 33:09
“all of the artificial constraints I put left and right in my decision process”
David Gurle, at 33:18
Those constraints were gone.
The same thing happened with Hive. Saying no to the deal, and being ready not to do Hive at all, gave David the courage to do it only under the right conditions. Jon put it in his own terms.
“You speak from a position of power when you respect yourself”
Jon McLachlan, at 34:07
A billion computers for four hours
Jon asked David to look far ahead and describe a smashing success. David called it the moonshot. It’s in every device, gives people privacy and a sustainable way to use digital resources, and helps solve massive problems as science moves forward. The world has billions of computers and only 20 million servers in data centers, by David’s count. Picture a billion computers working together for four hours on a genome problem, or a math problem such as verifying the Riemann hypothesis. Jon, inspired, asked whether Hive was hiring security experts.
The cloud’s privacy problem
Jon came back to privacy, which David had mentioned. David called it an obsession. Jon thinks about privacy too, when putting data or running a sensitive program on someone else’s computer, and asked for the story. David started with how things stand. People keep their data with Google, Amazon, Facebook, Apple, Microsoft, Box and Dropbox, where it sits in those companies’ property and serves their commercial needs. They earn from subscriptions, or from free services meant to lead to a subscription. Whichever path you take, the data earns them revenue, and more and more it feeds machine learning.
“And we are therefore a product at their service.”
David Gurle, at 39:32
David also pointed to the US CLOUD Act, under which data on those companies’ infrastructure can be used in an investigation by US authorities without your knowledge. The end user license agreements say it plainly, in David’s paraphrase:
“your data is ours. We can do whatever we want with it.”
David Gurle, at 40:15
The CLOUD Act is a US law from 2018. It lets federal law enforcement compel US-based technology companies, by warrant or subpoena, to hand over data stored on their servers, in the US or abroad (Wikipedia).
Keys only you hold
David called the privacy problem by far the first thing wrong with the cloud.
“So privacy is built into the DNA of the company.”
David Gurle, at 41:00
Hive uses full end-to-end encryption. You create a master key, and it lives in the secure vault on your Windows or Mac computer. If you forget it, there is
“no way to recover it”
David Gurle, at 41:25
Every other key derives from that root key, and only you know them. Hive encrypts metadata too.
“And then we encrypt data and metadata.”
David Gurle, at 41:40
The encryption is AES-256, which David called post-quantum resistant.
“But we generate a new key for every chunk of data we create.”
David Gurle, at 42:10
Hive cuts a file into chunks, compresses each one, encrypts it with its own key, splits it into smaller shards and spreads those across the network. Another computer might host 3K of your file.
“that 3K, even if you were to be able to access that, there’s just nothing you can do with it”
David Gurle, at 42:47
Jon summed up why that beats the big clouds, which may encrypt your data but hold the keys themselves.
“I prefer the word owner, because it is my data.”
Jon McLachlan, at 43:31
Wikipedia says AES-128, AES-192 and AES-256 are widely believed to be quantum resistant, because no known quantum attack does much better than classical attacks (Wikipedia). The quantum risk Kevin Kane of American Binary described on episode 96 sits in the key exchange, the step where two machines agree on a key.
Even if Google moved in
Jon pushed further. Suppose Google came to David the day after the release, ready to deploy all of its services, and data from Jon’s use of Google ended up inside Hive. Could it still be encrypted with Jon’s key, out of Google’s sight?
“We are not going to do it any other way.”
David Gurle, at 44:36
“No deviation around that.”
David Gurle, at 44:56
On episode 20, Benoit Chevallier-Mames of Zama described a further step: a server that computes on encrypted data and never learns what it’s working on.
Two interview questions
Jon remembered David’s interview of him as one of the best interviews he’d ever had, and asked for David’s favorite interview questions. The first is about a superpower. The second sends the candidate back in time with everything they know today, to an age of their choosing.
“now that you have all this knowledge, what are you going to do with it?”
David Gurle, at 46:18
David’s own answer stays in the transcript. Jon took a lesson from it about change, and David agreed. One of the essential elements of entrepreneurship, in David’s words:
“you are a change agent”
David Gurle, at 47:37
Hiring for self-awareness
When David interviews someone, the skills aren’t the focus. A resume and a reference check cover them, and someone without the skills gets found out in the first weeks on the job. David has made many mistakes hiring the most skilled people, who hurt whole projects because of who they were.
“my focus is the person and not the skill”
David Gurle, at 49:40
An hour is too short to know a person, so the questions look for one thing: self-awareness, and an undistorted view of reality, so the person can improve and change.
Jon named it growth mindset, and David agreed. Jon added drive, a hunger you can’t teach. David had a different view.
“Jon, I think everybody has it.”
David Gurle, at 51:21
The question is whether the passion fits the job. Someone who doesn’t care about a company’s products won’t bring passion to selling them. So the hiring manager’s job, out of respect for the team and for the candidate, is the best match possible.
“Because if not, this person suffers and we suffer.”
David Gurle, at 52:37
Expense reports that file themselves
Jon asked for a tool David wishes someone would build. David held up a stack of receipts from a trip. Each one has to be filed for an expense claim.
“Such a waste of time.”
David Gurle, at 54:09
With Apple Pay and Google Pay around, David sees no reason for it. Pay, get a pop-up from the phone asking whether it’s a business or a personal expense, and the expense files itself because the phone knows you’re on a trip. David would switch phones for it, for business at least. Jon liked the idea. David’s answer: go build it.
Don’t be afraid
Jon asked for advice for a younger self.
“I have only one. Don’t be afraid.”
David Gurle, at 56:07
What happened after the tape
Hive is now Hivenet. Wikipedia lists the company as Hivenet, formerly Hive (Wikipedia). Its site sells GPU and CPU compute for AI inference and high-performance computing, plus storage, and says it’s built on Antimatter and Policloud infrastructure (Hivenet). The storage product describes the design from the episode: files are “encrypted, split into fragments, and distributed” across Hivenet’s storage infrastructure (Hivenet). The page doesn’t say whether users’ own computers still hold the pieces.
PoliCloud and Antimatter. In March 2025, David launched PoliCloud, which Wikipedia describes as a distributed and decentralized modular micro-datacenter infrastructure. In 2026, Hivenet and PoliCloud merged with Data Factory to form Antimatter, with David as CEO (Wikipedia). LinkedIn dates the CEO role from April 2026 (LinkedIn).
On FRANCE 24. On May 21, 2026, FRANCE 24 English posted an interview with David from its People & Profit show, under the question “Powering the AI inference boom: Is it time to downsize the data centre?” (YouTube). Antimatter’s answer, in the post David shared: mini data centers that fit in a shipping container, with the energy and the software to run them (LinkedIn).
David called it Antimatter’s first TV appearance, with Antimatter introduced as an alternative to massive centralized data centers.
David on Antimatter's first TV appearance, at FRANCE 24.
David Gurle · May 25, 2026
The largest contract. On June 11, 2026, David announced Antimatter’s largest contract ever: 580 million euros for 29,000 GPUs, 2 million CPUs and 280 Policlouds, 35 megawatts in 18 months, in renewable power farms in five European countries. The post says Hivenet provides the distributed computing layer across the Policlouds (LinkedIn). That’s the distributed design from Skype, without the data centers, now spread across Antimatter’s own small data centers.
Symphony after David. Brad Levy became Symphony’s CEO in June 2021, and Ben Chrnelich in January 2026 (Wikipedia).
Did you catch it? A seven-question quiz
Seven questions from the episode. Each answer links the moment in the transcript or its section.
Quiz · seven questions
Did you catch it?
Pick an answer to see whether you caught it.
-
What gave David the idea for Hive?
b. Skype used everyone's computers to do what servers do. See Skype, without the data centers.
-
What did a contributor get for sharing one terabyte?
c. "So if you share one terabyte, you'll get one terabyte from the network, which you can use to back up your files." Transcript, 21:13.
-
What fee did Hive plan to take on the capacity it resold?
a. "but with a 5% transaction fee" on capacity Hive resells at the same price. Transcript, 22:06.
-
Why did David turn down the lead investor's final draft?
c. Nothing was snuck into the terms. David asked what the next negotiation would look like. See No money for Hive.
-
What did a boss at Microsoft tell David?
a. "David, you are now ready to do the deal" because David was ready to walk away. Transcript, 32:39.
-
How does Hive protect a file before it leaves your computer?
b. "But we generate a new key for every chunk of data we create." Transcript, 42:10.
-
What does David look for in an interview?
c. The skills show up in a resume and a reference check. See Hiring for self-awareness.
Who holds the keys to your data?
Eight questions on who can read the data you keep in the cloud, built from the episode. Each tip links the section behind it.
Scorecard · eight questions
Who holds the keys to your data?
Answer for your most sensitive data. If two answers fit, pick the lower one.
-
Who holds the keys to your most sensitive data in the cloud?
- The provider, and we've never asked
- The provider, in a key service we manage
- We create and hold them, and the provider never sees them
A big cloud may encrypt your data and still hold the key. See Keys only you hold.
-
Is that data encrypted before it leaves your systems?
- No, we rely on the provider's encryption
- For some data sets
- Yes, for everything sensitive
Hive encrypts on your computer, before anything goes out. See Keys only you hold.
-
Is the metadata encrypted too, such as file names and folders?
- No
- Some of it
- Yes, along with the data
Hive encrypts data and metadata. See Keys only you hold.
-
Have you read what your providers' terms let them do with your data?
- No
- For our main provider
- For every provider that holds customer data
David's paraphrase of the license terms: your data is theirs. See The cloud's privacy problem.
-
Do you know which governments can make your providers hand over data?
- No
- For our main provider
- Yes, and our customers know too
The CLOUD Act reaches data that US companies store abroad. See The cloud's privacy problem.
-
What happens if you lose a master key?
- We've never thought about it
- The provider can recover it for us
- We hold a tested backup, and nobody else can recover it
In Hive, there is no way to recover a forgotten master key. See Keys only you hold.
-
How much does one stolen key expose?
- Everything
- One customer's data
- One piece of one file
Hive generates a new key for every chunk of data. See the calculator.
-
When a partner runs part of your service, do your keys stay yours?
- No, the partner sees our data in the clear
- It depends on the partner
- Yes, whoever runs the service
David's answer to Jon's question about Google: no other way. See Even if Google moved in.
Your providers can read your data. Start with your most sensitive data set, and encrypt it before it leaves your systems.
Encrypt the metadata too, write down who can compel each provider, and rehearse losing a key.
Keep the key backups tested, and check each new partner's integration against them.
How many keys protect one file?
Hive cuts a file into chunks and encrypts each chunk with its own key, then splits each chunk into smaller shards. This calculator counts the keys and the pieces for a file of your size.
Calculator
How many keys protect one file?
Three numbers: the size of the file, the size of each chunk, and the size of each shard.
A 100 MB file in 64 KB chunks takes 1,600 keys, one per chunk. Split into 1 KB shards, that's 102,400 pieces on the network, 64 from each chunk. A computer that holds one piece holds 1 KB of one encrypted chunk, without the key.
The chunk and shard defaults come from the tape: 64 K chunks, and shards of about 1 K. The file size is a placeholder. The counts leave out compression, which shrinks each chunk before it's split, so the real number of pieces is lower. A megabyte here is 1,024 KB.
From VocalTec to Antimatter
David’s path, the field around it, and this show. Filter by topic.
Timeline
From VocalTec to Antimatter
- VocalTec
Founded. Its founders patented the first voice over IP audio transceiver (Wikipedia).
- VocalTec
David joins as VP of strategic alliances, until October 1999 (LinkedIn, on this page).
- Microsoft
Product unit manager, then director of program management for real-time collaboration and communication, until March 2003. Wikipedia credits David with founding the unit behind NetMeeting and Windows Messenger (LinkedIn, Wikipedia).
- Thomson Reuters
Global head of collaboration services, and from August 2007 also head of sales and trading in Asia, until January 2010 (LinkedIn).
- Skype
First released, as a hybrid of peer-to-peer and client-server (Wikipedia).
- Skype for business
David's role as general manager, until June 2011 (LinkedIn, on this page).
- Microsoft buys Skype
For $8.5 billion (Wikipedia).
- Avaya
VP of corporate strategy, until August 2012 (LinkedIn).
- Supernodes
Skype starts running on supernodes that Microsoft operates (Wikipedia).
- Perzo
David founds Perzo and runs it as CEO until September 2014 (LinkedIn).
- Symphony
Goldman Sachs and 14 other financial institutions put in $66 million to set up Symphony and buy Perzo. David runs Symphony as founder and CEO until May 2021 (Wikipedia, on this page).
- Skype centralizes
Skype moves from peer-to-peer to a centralized service on Azure (Wikipedia).
- The CLOUD Act
A US law that lets federal law enforcement compel US-based technology companies to provide data stored on their servers, at home or abroad (Wikipedia, on this page).
- The idea
Symphony's cloud bills, and the memory of Skype, give David the idea for Hive. Symphony's board gives permission (on this page).
- Symphony's next CEO
Brad Levy takes over (Wikipedia).
- Hive
David's role as founder and executive chairman starts. In October or November, David turns down the lead investor's final draft (LinkedIn, on this page).
- The first release
Hive's first version comes out, on Windows (on this page).
- This episode
David on the show (Podbean).
- PoliCloud
David launches a distributed, modular micro-datacenter infrastructure (Wikipedia).
- Skype retires
Skype is retired (Wikipedia).
- Symphony's next CEO
Ben Chrnelich takes over (Wikipedia).
- Antimatter
Hivenet and PoliCloud merge with Data Factory to form Antimatter, with David as CEO (Wikipedia, LinkedIn).
- FRANCE 24
An interview on smaller data centers for the AI inference boom (YouTube, on this page).
- The largest contract
580 million euros for GPUs, CPUs and 280 Policlouds across five European countries (LinkedIn).
What to do this week
Five things, in the order of the episode.
- Read the terms you agreed to. For each provider that holds customer data, check what its terms let it do with that data, and which governments can make it hand data over, as in The cloud’s privacy problem.
- Write down who holds each key. For every place your sensitive data lives, list who creates the encryption keys and who could use them, as in Keys only you hold. The scorecard shows where to start.
- Encrypt before upload, metadata too. Encrypt on your own systems, file names included, and use a key per piece where you can. The calculator shows what one key per chunk adds up to.
- Interview for self-awareness. Add one question that shows whether a candidate can see their own mistakes and change, as in Hiring for self-awareness.
- Get help with it. Our Product Security team ships customer-managed keys and end-to-end encryption in your product, Penetration Testing shows what an attacker can reach, and a vCISO can own the program. If you want to talk it through, book 15 minutes with us.