>>mhm. Hello and welcome to the Cubes presentation of Women in text. Global Event Celebrating International Women's Day I'm John for your host of the Cube here in Palo Alto, California and we had a great remote guests coming in from Bahrain in the Middle East. Cather Allegheny, general manager of 9 73 Labs. Uh, thanks for coming in and and being part of the Cube our International Women's Day. You can't get any more international in Bahrain. Thank you for coming on. >>It's my great pleasure and honour to be here. John, thank you so much for this opportunity. >>Well, I'm super excited to chat with you because in our two visits with the Cube in Bahrain covering the summit there the past few years, we notice of surgeon entrepreneurship. Um, it's almost as if the region of AWS has create this revitalization and energy and vitality and and momentum around entrepreneurship. Can you >>share? What's >>the scene down there? What's the What's it like? >>Well, uh, when it comes to my country, we're lucky to have a small population. It's not that large, but we have so many creative people who is eager to try the entrepreneurial journey, and having Amazon as a data centre in Bahrain is a privilege. And they are pushing, uh, to have more entrepreneurial ideas and innovation and solutions within the ecosystem of rain. So definitely with their support, I can I can see that so many youths, they are eager to come in and contribute. >>I noticed that you're also the general manager of, uh, 9 73 labs, but also the founder of a company. So you've got two things going on here. You've got the entrepreneurial thing happening. Um, this seems to be normal. People got entrepreneurial activity and the job doing both. They're both entrepreneurial. Is that normal? >>Yes, Absolutely. Well, I started my entrepreneurial journey back in, uh, four years and I've been appointed as a general manager of 97 3 labs, which is I'm leading on digital innovation. So that compliments my passion of being an entrepreneur. And while we can acquire talented people and support them to create their own solutions the best way they can So basically, uh, following the main pillars of the lab that I'm working on, which is conducting appropriate research and data analytics, innovation and sustainability. So, uh, for my two founded cos it's not only one I've worked in Fintech and also in property as well. >>What inspired you to be an entrepreneur and technology? >>Well, I would say that my inspiration was to think outside the box, and I see problems and gaps as an opportunity. So that helps me to figure out and come up with solutions that can be beneficial for everyone. So analysing detail as well as something that I would really love. And also, um, enhancing my skills and being more creative is my inspiration. >>I know this is a lot of entrepreneur activity in Bahrain. A lot of investors are now coming into the market. Um, what are some of the things that are going on there? Can you share what the entrepreneurial scene is like there what people are working on has cloud computing accelerated that? What's what are some of the things happening there on the ground? >>Um, I would see that there is multiple competitions or hackathons run by multiple financial institutions. Uh, and also, uh, there are so many NGO s as I am a board member and technology and business society and also a member of women empowerment in the field of cheque, we are trying to motivate and accelerate the desire to be within this ecosystem of entrepreneurial journey. So, basically, uh, we have the Supreme Council of Women who is pushing as well women and ladies to be in this, uh, sector, uh, from early age from, uh, university or even high school graduates that they should start on working on their ideas and come up with solutions. So you can see that everyone is up to, uh, being part of the ecosystem by putting in their ideas. >>And the government wants to be digitally completely transformed, and >>by certain >>they're pushing it hard to >>Absolutely. Yes, we have the governmental sector trying to migrate from legacy infrastructure to the cloud. I would say, uh and it's it's more efficient for government and also to the private sector as well. >>You know, one of the things that jumped out at me when I was in my rain visiting was there was a lunch. Uh, I'm sorry. Breakfast for women in tech. And I went there because I always go to those breakfast cause I really want to see and meet people. I had to get kicked out because it wasn't a table space. So I was for all the people that were there, Um, because I was the guy that was spot for women, it was sold out, was lying and lying to get in. So there's a huge interest of women in tech. I saw that firsthand. There are more and more people want to come in. So motivating women to consider Korean tech is really the focus. What steps do you see to make that happen? How do we take that to the next level? What's your view on motivating women to get into tech? How would you talk about that? >>Well, absolutely. I think it's really crucial to have a woman contribution within the field of cheque. But I believe there is some challenges, given our cultural norms of how man perceived woman working in the field of cheque, sometimes society burden woman from, you know, pursuing her passion to be in because it's a demanding field. I would say that it's, uh, equal to the medical field. You have to keep on updating and to be aware about what's going on. Um, so basically, that might create a bit of a burden for specifically married women of looking after her husband or their families. So I think, uh, this is one of the challenges. But the steps to overcome those challenge challenges is why, uh, you know, trying to shift and change the way, uh, society think about where women should position herself and what kind of job should she should be. And, uh, So I think the other thing is by having educational curriculum that we taught in schools, teaching both genders about the importance of, uh, how we are equal and how we can complement each other in that field because the future is in technology. So the young generation should understand this very well. >>How is the women, um, entrepreneurship going? Are they being finance for their ventures out there? What's the what's the What's the momentum and progress on women starting ventures? >>Yes, absolutely. We're lucky to have our first lady, the wife of the king who is heading the Supreme Council of Women who is pushing women to create their own businesses or to come to become an entrepreneur. Also, we have financings becoming through the government with an entity called Temkin will provide different plants and support all through, not financials only, but it covers other areas of businesses as well. So financing is not a problem again for an entrepreneur. Uh, woman. As an entrepreneur, you can always seek multiple options for financing, not necessarily inside. It can be international as well. >>So a lot of good capital there also, this fellowship opportunities. I noticed you were a Halsey in, uh, fellow. The fellowship with the Halsey in organisation. Talk about that. That experience? >>Well, I really loved the experience. We started in fact, last year, and we flew to Washington in July, and we've met with Amazon people who were really supportive. We got solution architects supporting us of how to build the solution that we want to deliver. And I got my CTO to get trained by the Amazon as well. So we found so much value and the courses and the mentorship they provided, uh, and I'm really glad to be part of that family and their CEO. She said, Now, uh, for a lifetime, you are part of our family, and, you know, it's all the support that we needed to get. >>It's a great community. What advice would you give to people who are out there who want to learn and get into cloud computing and take that step towards creating value on whether it's entrepreneurial or within a company. What's the secret formula that you would say our secrets to success? >>Absolutely. I think a cloud is a a massive, and it's a brilliant opportunity for any technology to be built on myself. I believe in the cloud. Most or all of my solutions is built on cloud. And now even me leading the digital lab on building infrastructure on cloud and basically it will give you more room. Uh, identify more gaps. You do assessment. You can utilise the tools that is within cloud, which is artificial intelligence machine learning. Uh, you call it so you can seize the opportunity to the maximum, and you can skill faster. So basically, you're not limited to your, uh, country. You can go across countries as well utilising cloud >>Catherine to talk about what's next for you. What's the next step? >>Well, uh, the next step in my new role or a new job leading on a digital innovation in 973 Labs is to finalise my strategy and also to acquire talented young people And, uh, you know, go through a programme, which is I designed where they get the mentorship, the support till they get a final product that will be invested in. And they can guarantee themselves a carrier, uh, within the digital love that I'm trying to lead on. Uh, and I think the projects that will be covering not specifically only infant IQ, it could be in any other industry. So, uh, we're trying to follow the recent trends, Uh, thanks to Amazon and Google and the other companies that we can extract data and create our own reporting. So to, uh, come up where we should be investing our time. >>That's great. I wanna ask you about the demographics of the folks in Bahrain. I noticed that they're very a lot of young entrepreneurs coming up and learn a lot of them. Um, is that true? >>Yes, Uh, our population, the majority of our youth, uh and I would say, um uh, the average age is in thirties until 35 or 36. So, relatively, we have so many young people or youth who was eager to learn. But again, we need the expertise. We need older people to also mentor and coach the young generation of how they should calculate the risk and come up with a proper business models and brilliant ideas. >>Well, I'm very impressed with the folks down there, I said before the pandemic. Unfortunately, the pandemic it, But we really wanted to have a cube location there, a lot of vitality out of action, a lot of good stuff going on. Certainly with the NWS region in there, it's really create a lot of value. And so we're looking forward to hearing more. And, uh, thanks for coming on and sharing your storey with us and for the folks out there watching. What advice would you give to women who are watching around the world around entrepreneurship? What's going on from your experience? What should we be doing and talking about? What's the Storey? I'll see this theme is bias, uh, inherent bias and in the culture, um, what would you share your thoughts on to the world? >>Well, I think the only advice I can give to all of the women out there just try something new to try to solve a problem. There are so many gaps we have around. Just look around. You just take one step forward and try it. At least once in your life, you can come up with a brilliant, uh, solution that serves all humankind, not only the people of your country. So even if the road is bumpy, just be have the courage, be resilient and go for it. >>And we're all connected on the Internet. So of course, we can communicate with each other and have a good time and and grow the community. Thanks so much for coming on the Cube and celebrating International Women's Day with us as part of our special presentation. Thanks for coming on. I really appreciate it. >>Thank you. It's my pleasure. Thank you so much. >>Okay, this is the cubes presentation of women in text. Global event Celebrating International Women's Day. I'm John for a host of the Cube. Thanks for watching. Yeah,

>>Welcome to this IBM Watson health client conversation here. We're probing the dynamics of the relationship between IBM and its clients. And we're looking back, we're going to explore the present. We're going to discuss the future state of healthcare. My name is Dave Volante from the Cuban with me are Robert Stell horn. Who's associate director, H E O R at sukha, otherwise known as pharmaceuticals, America and Rena Felton. Who's with of course, IBM Watson health. Welcome folks. Great to have you. Hi, so like strong relationships, as we know, they're the foundation of any partnership. And of course over the past year, we've had to rely on both personal and professional relationships to get us through some of the most challenging times, if not the most challenging times of our lives. So let me start with you, Robert, how has the partnership with IBM helped you in 2020? >>I think it was just a continuation of the excellent relationship we have with Rena and IBM. Um, starting in March, we had really a shift to an all remote, uh, workplace environment. And I think that constant communication with Rina and IBM helped that situation because she kept us up to date with, uh, additional products and offerings. And basically we came up with some additional solutions towards the end of the year. So we're gonna watch >>Pick it up from here. Let's go, let's go a little bit deeper and maybe you can talk about some of the things that you've done with Robert and his team and, and maybe some of the accomplishments that you're most proud of in 2020. >>No, absolutely. And I have to kind of echo what you first said about the foundation and our partnerships being the foundation, um, of our past present and future. So I do want to take the opportunity to thank Rob again for joining us today. It is, um, I know, you know, with his kids home and remote learning, um, it's a lot, uh, to, to ask in addition to, you know, your day to day work. So, so thank you, Rob. Um, I guess the question that I have for you is what would be the greatest accomplishment, um, that Watseka and IBM Watson had in 2020? >>I would say it was the addition of the linked claims EMR data, the LDCD product that we were able to license in-house, uh, thanks to your attention and to show the advantages and the strengths of that data. We are able to license that in to our, uh, set up assets we have internally. And what that's gonna allow us to do is really find out more information about the patients. Uh, we're existing users of the Mark IBM, uh, market scan data. Um, this is going to allow us to tie into those same patients and find out more about them. Um, in particular, uh, a lot of our products are in the mental health space and a lot about standing questions we have are why are the patients getting different products? And with the notes are available in that link data. We're going to now be able to tap into more information about what is happening with the patient. >>Okay. Can I ask a question on that? Um, if you guys don't mind, I mean, you know, when you, when you hear about, you know, uh, EMR, uh, in the early days, it was a lot about meaningful use and getting paid. It sounds like you guys are taking it much deeper and as a, as a, you know, as an individual, right, you're, you're really happy to hear that this information is now going to be used to really improve, uh, healthcare is, do I have that right? Is that, you know, kind of the nature of where you guys are headed? >>Well, I think ultimately it's the, the, the, the main goal is to help the patients and provide the products that can really, um, help them in their daily lives. So, um, really with this data, now, we're going to be able to tap into more of the why, um, exist in claims data. We cannot really get that information, why VC information, about what diagnoses they incurred during their treatment history. And we also can see, uh, different prescriptions that are given to them, but now we're going to be able to tie that together and get more understanding to really see more focused treatment pattern for them. >>So, Reno, w w you sit down with Rob, do you have like a, sort of a planning session for 2021? Why don't you sort of bring us up to, uh, to what your thinking is there and how you guys are working together this year? >>Yeah, no, absolutely. Um, actually, before we get to that, I wanted to kind of add onto what Rob was saying as well. It's interesting given, you know, the pandemic in 2020 and what the LCD data is going to do, um, to really be able to look back. And as Rob mentioned, looking specifically at mental health, the ability to look back and start looking at the patients and what it's really done to our community and what it's really done to our country, um, and looking at patients, you know, looking back at, at sort of their, their patient journey and where we are today. Um, but Rob and I talk all the time, we talk all the time, we probably talk three or four times a day sometimes. So I would say, um, we, we text, uh, we do talk and have a lot of our strategic, um, sessions, uh, our outlook for 2021 and what the data strategy is for Otsuka. Um, in addition, additional data assets to acquire from IBM, as well as how can we sort of leverage brander IBM, um, assets like our red hat, our OpenShift, our cloud-based solutions. So, you know, Rob and I are constantly talking and we are, um, looking for new ways to bring in new solutions into Otsuka. Um, and you know, yeah, we, we, we talk a lot. What do you think, Rob? >>I think we have an excellent partnership. Uh, basically, um, I think their relationship there is excellent. Um, we have excellent communication and, you know, I find when there's situations where I may be a bind Reno's is able to help out instantly. Um, so it's, it's really a two way street and it's an excellent partnership. >>I wonder if I could double click on that. I mean, relative to maybe some of your, I mean, I'm sure you have lots of relationships with lots of different companies, but, but what makes it excellent specifically with regard to IBM? Is there, is there anything unique Rob, that stands out to you? >>It would be the follow-up, um, really, it's not just about, uh, delivering the data and say, okay, here you have your, your product work with it in basically the, the, the vendor disappears, it's the constant followup to make sure that it's being used in any way they can help and provide more information to really extract the full value out of it. >>So I'm gonna forget to ask you guys, maybe each of you, you know, both personally and professionally, I feel like, you know, 20, 20 never ended it just sort of blended in, uh, and, and, but some things have changed. We all talk about, geez, what's going to be permanent. How have you each been affected? Um, how has it helped you position for, for what's coming in in the years ahead, maybe Reena, you could start and then pick it up with, with Rob. >>Oh man. Um, you know, 2020 was definitely challenging and I think it was really challenging given the circumstances and in my position where I'm very much used to meeting with our customers and having lunch and really just kind of walking down the hallways and bumping into familiar faces and really seeing, you know, how we can provide value with our solutions. And so, you know, that was all stripped in 2020. Uh, so it's been, it's been quite challenging. I will say, working with Rob, working with some of my other customers, um, I've had, uh, I've had to learn the resilience and to be a little bit more relentless with phone calls and follow ups and, and being more agile in my communications with the customers and what their needs are, and be flexible with calendars because there's again, remote learning and, and, um, and the like, so I think, you know, positioned for 2021 really well. Um, I am excited to hopefully get back out there and start visiting our customers. But if not, I certainly learned a lot and just, um, the follow-up and again, the relentless phone calls and calling and checking up on our customers, even if it's just to say, hi, see how everyone's doing a mental check sometimes. So I think that's, that's become, um, you know, what 2020 was, and, and hopefully, you know, what, 2021 will be better and, uh, kind of continue on that, that relentless path. >>What do you think, Rob? Hi, how are you doing? >>I would echo a lot of Rina's thoughts and the fact of, yeah, definitely miss the in-person interaction. In fact, I will say that I remember the last time I was physically in the office that Scott, it was to meet with Rina. So I distinctively remember that they remember the date was March, I believe, March 9th. So it just shows how this year as has been sort of a blur, but at the same time, you remember certain milestones. And I think it's because of that relationship, um, we've developed with IBM that I can remember those distinctive milestones and events that took place. >>So Rob, I probably should have asked you upfront, maybe tell us a little bit about Alaska, uh, maybe, maybe give us the sort of quick soundbite on where you guys are mostly focused. Sure. >>Oh, it's guys, uh, a Japanese pharmaceutical company. The focus is in mental health and nephrology, really the two main business areas. Um, my role at guys to do the internal research and data analytics within the health economics and outcomes research group. Um, currently we are transitioned to a, uh, name, which is global value and real world evidence. Um, fact that transition is already happened. Um, so we're going to have more of a global presence going forward. Um, but my role is really to, uh, do the internal research across all the brands within the company. >>So, so Rena, I wonder this, thank you for that, Robert. I wonder if you could think, thinking about what you know about Scott and your relationship with Robin, your knowledge of, of the industry. Uh, there's so much that IBM can bring to the table. Rob was talking about data earlier, talking about EMR, you were talking about, you know, red hat and cloud and this big portfolio you have. So I wonder if you could sort of start a conversation for our audience just around how you guys see all those assets that you have and all the knowledge, all that data. How do you see the partnership evolving in the future to affect, uh, the industry and the, in the future of healthcare? >>Well, I would love to see, um, the entire, uh, uh, platform, um, shift to, to the IBM cloud, um, and certainly, you know, leverage the cloud pack and analytics that, that we have to offer, um, baby steps most definitely. Um, but I do think that there is, uh, the opportunity to really move, um, and transform the business into something a lot more than, than what it is. >>Rob has the pandemic effected sort of how you think about, um, you know, remote services and cloud services and the, like, were you already on the path headed there? Did accelerate things, have you, you know, have you not had time because things have been so busy or maybe you could comment? >>Yeah, I think it's really a combination. And so I think you hit on a, a fair point there, just the time, uh, aspect. Um, it's definitely been a challenge and your, um, I have two children and remote learning has definitely been a challenge from that perspective. So time has definitely been, uh, on the short side. Um, I do see that there are going to in the future be more and more users of the data. So I think that shift to a potential cloud environment is where things are headed. >>So we, I have a bunch more questions, but I want to step back for a second and see if there's anything that you'd like to ask Rob before I go onto my next section. Okay. So I wonder if you could think about, um, maybe both of you, the, the, when you think back on, on 2020 and all the, you know, what's transpired, what, what transitions did you guys have to make? Uh, maybe as a team together IBM and Alaska. Um, and, and, and what do you see as sort of permanent or semi-permanent is work from home? We're gonna going to continue at a higher rate, uh, are there new practice? I mean, I know just today I made an online appointment it's for a remote visit with my doctor, which never could have happened before the pandemic. Right. But are there things specific to your business and your relationship that you see as a transition that could be permanent or semi-permanent? >>Well, I, I think it's there, there's definitely a shift that's happened that will is here to stay, but I don't know if it's full, it's going to be a combination in the future. I think that in-person interactions, especially what Rena mentioned about having that face-to-face interaction is still going to be one things are in the right place and safe they're going to happen again. But I think the ability to show that work can happen in a virtual or a full remote workplace, that's going to just allow that to continue and really give the flex of people. The flexibility I know for myself, flexibility is key. Like I mentioned, with two small children, um, that, that, that becomes such a valuable addition to your work, your life and your work life in general, that I think that's here to stay. >>Okay. Um, so let me ask you this, uh, w one of the themes of this event is relentless re-invention. So what I'm hearing from you Rob, is that it kind of a hybrid model going forward, if you will, uh, maybe the option to work from home, but that face to face interaction, especially when you're creating things like you are in the pharmaceutical business and the deep R and D that collaborative aspect, you know, you, it's harder when you're, when, when, when you're remote. Um, but maybe you could talk about, you know, some of those key areas that you're, you're going to be focused on in 2021 and, and really where you would look for IBM to help. >>I think in 2021, the team I'm part of it, part of is, is growing. So I think there's going to be additional demand for internal research, uh, uh, capabilities for analysis done within the company. So I think I'm going to be looking to Rena to, uh, see what new data offerings are available and all what new products are going to be available. But beyond that, um, I think it's the potential that, you know, there's so much, uh, projects, um, that are going to be coming to the table. We may need to outsource some of that projects and IBM could be potentially be a partner there to do some of the analysis on to help out there. >>Anything you'd add. >>Uh, no, I think that, that sounds good. >>How would you grade IBM and your relationship with IBM Rob? >>Well, I have to be nice to Rina cause she's been very nice to me. I would say an a, an a plus >>My kids, I got kids in college. Several, they get A's, I'm happy. Oh, that's good. You know, you should be proud. So, congratulations. Um, anything else Reno, you give you, I'll give you a last word here before we wrap, >>You know, 2020 was, was a challenging. And, you know, we talked a little bit about, you know, what time in 2020, you know, Rob and I have always had a really good relationship. I think 2020, we got closer, um, with just both professionally and really diving in to key business challenges that they have, and really working with him to understand what the customer needs are and how we can help, not only from, you know, an HR perspective, but also how can we help Otsuka, um, as a company in, in totality. So, you know, we've been able to do that, but personally, I would say that I really appreciated the relationship. I mean, we can go from talking about work to talking about children, to talking about family, um, all in the same five minute conversation or 10 minute conversation, sometimes our conversation. So, you know, thank you, Rob 2020 was definitely super challenging. >>I know for you on so many levels. Um, but I have to say you've been really great at just showing up every time picked up the phone, asked questions. If I needed something I can call you, I knew you were going to pick up, I had an offering and be like, do you have 10 minutes? Can I share this with you? And you would pick up the phone, no problem, and entertain a call or set up a call with all your internal colleagues. And I, I appreciate that so much. And, you know, I appreciate our relationship. I appreciate the business and I, I do hope that we can continue on in 2021, we will continue on in 2021. Uh, but, um, but yeah, I thank you so much. >>Rain has been extremely helpful. I don't want to thank you for all the help. Um, just to add to that one point there, you know, we have, uh, also another product, which I forgot to mention that we licensed in from IBM, it's the treatment pathways, um, tool, which is an online tool. Um, and we have users throughout the globe. So there's been times where I've needed a new user added very quickly for someone in the home office in Japan. And Rena has been extremely helpful in getting things done quickly and very proactively. >>Well, guys, it's really clear that the depth of your relationship I'm interested that you actually got closer in 2020. Uh, the fact that you communicate, you know, several times a day is I think Testament to that relationship. Uh, I'm really pleased to hear what you're doing and the potential with the EMR data for patient outcomes. Uh, as I say in the early days, I used to hear all about how well you have to do that to get paid. And it's really great to see a partnership that's, that's really focused on, on, on patient health and, and changing our lives. So, and mental health is such an important area that for so many years was so misunderstood and the, and the data that we now have, and of course, IBM's heritage and data is key. Uh, the relationship and the follow-up and also the flexibility is, is something I think we all learned in 2020, we have to, we've kind of redefined, you know, resilience in our organizations and, uh, glad to see you guys are growing. Congratulations on the relationship. And thanks so much for spending some time with me. >>Thank you. Thank you, Dave. Thank you, Raina >>For watching this client conversation with IBM Watson health.

from the cube studios in Palo Alto in Boston connecting with thought leaders all around the world this is a cube conversation as we've been reporting the Koba 19 pandemic has created a bifurcated IT spending picture and over the last several weeks we've reported both on the macro and even some come at it from from a vendor and a sector view I mean for example we've reported on some of the companies that have really continued to thrive we look at the NASDAQ and its you know near at all-time highs companies like oh and in CrowdStrike we've reported on snowflake uipath the sectors are PA some of the analytic databases around AI maybe even to a lesser extent cloud but still has a lot of tailwind relative to some of those on-prem infrastructure plays even companies like Cisco bifurcated in and of themselves where you see this Meraki side of the house you know doing quite well the work from home stuff but maybe some of the traditional networking not as much well now what if you flip that to really try to understand what's going on with the shape of the recovery which is the main narrative right now is it a v-shape does it a u-shape what is what's that what do people expect and now you understand that you really have to look at different industries because different industries are going to come back at a different pace with me again is Sagar khadiyah who's the director of research at EGR Sagar you guys are all over this as usual timely information it's great to see you again hope all is well in New York City thanks so much David it's a pleasure to be back on again yeah so where are we in the cycle we give dividend a great job and very timely ETR was the first to really put out data on the koban impact with the survey that ran from mid-march to to mid-april and now everybody's attention sagar is focused on okay we're starting to come back stores are starting to open people are beginning to to go out again and everybody wants to know what the shape of the recovery looks like so where are we actually in that research cycle for you guys yeah no problem so like you said you know in that kind of march/april timeframe we really want to go out there and get an idea of what we're doing the budget impacts you know as it relates to IT because of kovat 19 right so we kind of ended off there around a decline of 5% and coming into the year the consensus was of growth of 4 or 5% right so we saw about a 900,000 basis points wing you know to the negative side and the public covered in March and April were you know which sectors and vendors were going to benefit as a result of work from home and so now as we kind of fast forward to the research cycle as we kind of go more into May and into the summer rather than asking those exact same question to get again because it's just been you know maybe 40 or 50 days we really want Singh on the recovery type as well as kind of more emerging private vendors right we want to understand what's gonna be the impact on on these vendors that typically rely on you know larger conferences more in-person meetings because these are younger technologies there's not a lot of information about them and so last Thursday we launched our biannual emerging technology study it covers roughly 300 private emerging technologies across maybe 60 sectors of technology and in tandem we've launched a co-ed flash poll right what we wanted to do was kind of twofold one really understand from CIOs the recovery type they had in mind as well as if they were seeing any any kind of permanent changes in their IT stacks IT spend because of koban 19 and so if we kind of look at the first chart here and kind of get more into that first question around recovery type what we asked CIOs and this kind of COBIT flash poll again we did it last Thursday was what type of recovery are you expecting is it v-shaped so kind of a brief decline you know maybe one quarter and then you're gonna start seeing growth in 2 to H 20 is it you shaped so two to three quarters of a decline or deceleration revenue and you're kind of forecasting that growth in revenue as an organization to come back in 2021 is it l-shaped right so maybe three four five quarters of a decline or deceleration and then you know very minimal to moderate growth or none of the above you know your organization is actually benefiting from from from koban 19 as you know we've seen some many reports so those are kind of the options that we gave CIOs and you kind of see it on that first chart here interesting and this is a survey a flash service 700 CIOs or approximately and the interesting thing I really want to point out here is this you know the koban pandemic was it didn't suppress you know all companies you know and in the return it's not going to be a rising tide lifts all ships you really got to do your research you have to understand the different sectors really try to peel back the onion skin and understand why there's certain momentum how certain organizations are accommodating the work from home we heard you know several weeks ago how there's a major change in in networking mindsets we're talking about how security is changing we're going to talk about some of the permanence but it's really really important to try to understand these different trends by different industries which you're going to talk about in a minute but if you take a look at this slide I mean obviously most people expect this u-shaped decline I mean a you know a u-shaped recovery rather so it's two or three quarters followed by some growth next year but as we'll see some of these industries are gonna really go deeper with an l-shape recovery and then it's really interesting that a pretty large and substantial portion see this as a tailwind presumably those with you know strong SAS models some annual recurring revenue models your thoughts if we kind of star on this kind of aggregate chart you know you're looking at about forty four percent of CIOs anticipated u-shaped recovery right that's the largest bucket and then you can see another 15 percent and to say an l-shape recovery 14 on the v-shaped and then 16 percent to your point that are kind of seeing this this tailwind but if we kind of focus on that largest bucket that you shaped you know one of the thing to remember and again when we asked is two CIOs within the within this kind of coded flash poll we also asked can you give us some commentary and so one of the things that or one of the themes that are kind of coming along with this u-shaped recovery is you know CIOs are cautiously optimistic about this u-shaped recovery you know they believe that they can get back on to a growth cycle into 2021 as long as there's a vaccine available we don't go into a second wave of lockdowns economic activity picks up a lot of the government actions you know become effective so there are some kind of let's call it qualifiers with this bucket of CIOs that are anticipating a u-shape recovery what they're saying is that look we are expecting these things to happen we're not expecting that our lock down we are expecting a vaccine and if that takes place then we do expect an uptick in growth or going back to kind of pre coded levels in in 2021 but you know I think it's fair to assume that if one or more of these are apps and and things do get worse as all these states are opening up maybe the recovery cycle gets pushed along so kind of at the aggregate this is where we are right now yeah so as I was saying and you really have to understand the different not only different sectors and all the different vendors but you got to look into the industries and then even within industries so if we pull up the next chart we have the industry to the breakdown and sort of the responses by the industries v-shape you shape or shape I had a conversation with a CIO of a major resort just the other day and even he was saying what was actually I'll tell you it was Windham Resorts public company I mean and obviously that business got a good crush they had their earnings call the other day they talked about how they cut their capex in half but the stock sagar since the March lows is more than doubled yeah and you know that's amazing and now but even there within that sector they're peeling that on you're saying well certain parts are going to come back sooner or certain parts are going to longer depending on you know what type of resort what type of hotel so it really is a complicated situation so take us through what you're seeing by industry sure so let's start with kind of the IT telco retail consumer space Dave to your point there's gonna be a tremendous amount of bifurcation within both of those verticals look if we start on the IT telco side you know you're seeing a very large bucket of individuals right over twenty percent that indicated they're seeing a tail with our additional revenue because of covin 19 and you know Dave we spoke about this all the way back in March right all these work from home vendors you know CIOs were doubling down on cloud and SAS and we've seen how some of these events have reported in April you know with this very good reports all the major cloud vendors right select security vendors and so that's why you're seeing on the kind of telco side definitely more positivity right as it relates to recovery type right some of them are not even going through recovery they're they're seeing an acceleration same thing on the retail consumer side you're seeing another large bucket of people who are indicating what we've benefited and again there's going to be a lot of bifurcation here there's been a lot of retail consumers you just mentioned with the hotel lines that are definitely hurting but you know if you have a good online presence as a retailer and you know you had essential goods or groceries you benefited and and those are the organizations that we're seeing you know really indicate that they saw an acceleration due to Koga 19 so I thought those two those two verticals between kind of the IT and retail side there was a big bucket or you know of people who indicated positivity so I thought that was kind of the first kind of you know I was talking about kind of peeling this onion back you know that was really interesting you know tech continues to power on and I think you know a lot of people try I think that somebody was saying that the record of the time in which we've developed a fit of vaccine previously was like mumps or something and it was I mean it was just like years but now today 2020 we've got a I we've got all this data you've got these great companies all working on this and so you know wow if we can compress that that's going to change the equation a couple other things sagar that jump out at me here in this chart I want to ask you about I mean the education you know colleges are really you know kind of freaking out right now some are coming back I know like for instance my daughter University Arizona they're coming back in the fall evidently others are saying and no you can clearly see the airlines and transportation as the biggest sort of l-shape which is the most negative I'm sure restaurants and hospitality are kind of similar and then you see energy you know which got crushed we had you know oil you know negative people paying it big barrels of oil but now look at that you know expectation of a pretty strong you know you shape recovery as people start driving again and the economy picks up so maybe you could give us some thoughts on on some of those sort of outliers yeah so I kind of bucket you know the the next two outliers as from an l-shaped in a u-shaped so on the l-shaped side like like you said education airlines transportation and probably to a little bit lesser extent industrials materials manufacturing services consulting these verticals are indicating the highest percentages from an l-shaped recovery right so three plus orders of revenue declines and deceleration followed by kind of you know minimal to moderate growth and look there's no surprise here those are the verticals that have been impacted the most by less demand from consumers and and businesses and then as you mentioned on the energy utility side and then I would probably bucket maybe healthcare Pharma those have some of the largest percentages of u-shaped recovery and it's funny like I read a lot of commentary from some of the energy in the healthcare CIOs and they were said they were very optimistic about a u-shaped type of recovery and so it kind of you know maybe with those two issues then you could even kind of lump them into you know probably to a lesser extent but you could probably open into the prior one with the airlines and the education and services consulting and IMM where you know these are definitely the verticals that are going to see the longest longest recoveries it's probably a little bit more uniform versus what we've kind of talked about a few minutes ago with you know IT and and retail consumer where it's definitely very bifurcated you know there's definitely winners and losers there yeah and again it's a very complicated situation a lot of people that I've talked to are saying look you know we really don't have a clear picture that's why all these companies have are not giving guidance many people however are optimistic not only for a vet a vaccine but but but also they're thinking as young people with disposable income they're gonna kind of say dorm damn the torpedoes I'm not really going to be exposed and you know they can come back much stronger you know there seems to be pent up demand for some of the things like elective surgery or even the weather is sort of more important health care needs so that obviously could be a snap back so you know obviously we're really closely looking at this one thing though is is certain is that people are expecting a permanent change and you've got data that really shows that on the on the next chart that's right so one of the one of the last questions that we asked on this you know quick coded flash poll was do you anticipate permanent changes to your kind of IT stack IT spend based on the last few months you know as everyone has been working remotely and you know rarely do you see results point this much in one direction but 92% of CIOs and and kind of IT you know high level ITN users indicated yes there are going to be permanent changes and you know one of the things we talked about in March and look we were really the first ones you know you know in our discussion where we were talking about work from home spend kind of negating or balancing out all these declines right we were saying look yes we are seeing a lot of budgets come down but surprisingly we're seeing 2030 percent of organizations accelerate spent and even the ones that are spending less they even then you know some of their some of their budgets are kind of being negated by this work from home spend right when you think about collaboration tool is an additional VPN and networking bandwidth in laptops and then security all that stuff CIOs now continue to spend on because what what CIO is now understand as productivity has remained at very high levels right in March CIOs were very with the catastrophe and productivity that has not come true so on the margin CIOs and organizations are probably much more positive on that front and so now because there is no vaccine where you know CIOs and just in general the population we don't know when one is coming and so remote work seems to be the new norm moving forward especially that productivity you know levels are are pretty good with people working from home so from that perspective everything that looked like it was maybe going to be temporary just for the next few months as people work from home that's how organizations are now moving forward well and we saw Twitter basically said we're gonna make work from home permanent that's probably cuz their CEO wants to you know live in Africa Google I think is going to the end of the year I think many companies are going to look at a hybrid and give employees a choice say look if you want to work from home and you can be productive you get your stuff done you know we're cool with that I think the other point is you know everybody talks about these digital transformations you know leading into Kovan and I got to tell you I think a lot of companies were sort of complacent they talked the talk but they weren't walking the walk meaning they really weren't becoming digital businesses they really weren't putting data at the core and I think now it's really becoming an imperative there's no question that that what we've been talking about and forecasting has been pulled forward and you you're either going to have to step up your digital game or you're going to be in big trouble and the other thing that's I'm really interested in is will companies sub optimize profitability in the near term in order to put better business resiliency in place and better flexibility will they make those investments and I think if they do you know longer term they're going to be in better shape you know if they don't they could maybe be okay in the near term but I'm gonna put a caution sign a little longer term no look I think everything that's been done in the last few months you know in terms of having those continuation plans because you know do two pandemics all that stuff that is now it look you got to have that in your playbook right and so to your point you know this is where CIOs are going and if you're not transforming yourself or you didn't or you know lesson learned because now you're probably having to move twice as fast to support all your employees so I think you know this pandemic really kind of sped up you know digital transformation initiatives which is why you know you're seeing some companies desks and cloud related companies with very good earnings reports that are guiding well and then you're seeing other companies that are pulling their guidance because of uncertainty but it's it's likely more on the side of they're just not seeing the same levels of spend because if they haven't oriented themselves on that digital transformation side so I think you know events like this they typically you know Showcase winners and losers then you know when when things are going well and you know everything is kind of going up well I think that - there's a big you know discussion around is the ESPY overvalued right now I won't make that call but I will say this then there's a lot of data out there there's data and earnings reports there's data about this pandemic which change continues to change maybe not so much daily but you're getting new information multiple times a week so you got to look to that data you got to make your call pick your spot so you talk about a stock pickers market I think it's very much true here there are some some gonna be really strong companies emerging out of this you know don't gamble but do your research and I think you'll you'll find some you know some Dems out there you know maybe Warren Buffett can't find them okay but the guys at Main Street I think you know the I am I'm optimistic I wonder how you feel about about the recovery I I think we may be tainted by tech you know I'm very much concerned about certain industries but I think the tech industry which is our business is gonna come out of this pretty strong yeah we look at the one thing we we should we should have stated this earlier the majority of organizations are not expecting a v-shaped recovery and yet I still think there's part of the consensus is expecting a v-shaped recovery you can see as we demonstrate in some of the earlier charts the you know almost the majority of organizations are expecting a u-shaped recovery and even then as we mentioned right that you shape there is some cautious up around there and I have it you probably have it where yes if everything goes well it looks like 2021 we can really get back on track but there's so much unknown and so yes that does give I think everyone pause when it comes from an investment perspective and even just bringing on technologies and into your organization right which ones are gonna work which ones are it so I'm definitely on the boat of this is a more u-shaped in a v-shaped recovery I think the data backs that up I think you know when it comes to cloud and SAS players those areas and I think you've seen this on the investment side a lot of money has come out of all these other sectors that we mentioned that are having these l-shaped recoveries a lot of it has gone into the tech space I imagine that will continue and so that might be kind of you know it's tough to sometimes balance what's going on on the investor in the stock market side with you know how organizations are recovering I think people are really looking out in two to three quarters and saying look you know to your point where you set up earlier is there a lot of that pent up demand are things gonna get right back to normal because I think you know a lot of people are anticipating that and if we don't see that I think you know the next time we do some of these kind of coded flash bolts you know I'm interested to see whether or not you know maybe towards the end of the summer these recovery cycles are actually longer because maybe we didn't see some of that stuff so there's still a lot of unknowns but what we do know right now is it's not a v-shaped recovery agree especially on the unknowns there's monetary policy there's fiscal policy there's an election coming up there's a third there's escalating tensions with China there's your thoughts on the efficacy of the vaccine what about therapeutics you know do people who have this yet immunity how many people actually have it what about testing so the point I'm making here is it's very very important that you update your forecast regularly that's why it's so great that I have this partnership with you guys because we you know you're constantly updating the numbers it's not just a one-shot deal so suck it you know thanks so much for coming on looking forward to having you on in in the coming weeks really appreciate it absolutely yeah well I will really start kind of digging into how a lot of these emerging technologies are faring because of kovat 19 so that's I'm actually interested to start thinking through the data myself so yeah well we'll do some reporting in the coming weeks about that as well well thanks everybody for watching this episode of the cube insights powered by ETR I'm Dave Volante for sauger kuraki check out ETR dot plus that's where all the ETR data lives i published weekly on wiki bon calm and silicon angle calm and reach me at evil on Tay we'll see you next time [Music]

(upbeat music) >> From theCUBE Studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is a Cube Conversation. >> As we've been reporting, the COVID-19 pandemic has created a bifurcated IT spending picture. And over the last several weeks, we've reported both in the macro and even some come at it from a vendor and a sector view. I mean, for example, we've reported on some of the companies that have really continued to thrive, we look at the NASDAQ and its near a toll-time hard. Companies like Okta and CrowdStrike, we've reported on Snowflake, UiPath. The sectors, RPA, some of the analytic databases around AI, maybe even to a lesser extent Cloud but still has a lot tailwinds relative to some of those on-prem infrastructure plays. Even companies like Cisco, bifurcated in and of themselves, where you see this more rocky side of the house doing quite well. The work-from-home stuff but maybe some of the traditional networking not as much. Well, now what if you flip that to really try to understand what's going on with the shape of the recovery which is the main narrative right now. Is it a V shape? Is it a U shape? What do people expect? And now to understand that, you really have to look at different industries because different industries are going to come back at a different pace. With me again is Sagar Kadakia, who's the Director of Research at ETR. Sagar, you guys are all over this, as usual timely information, it's great to see you again. Hope all is well in New York City. >> Thanks so much David, it's a pleasure to be back on again. >> Yeah, so where are we in the cycle? You've done a great job and very timely, ETR was the first to really put out data on the Covid impact with the server that ran from mid March to mid April. And now everybody's attention Sagar, is focused on, okay, we've started to come back, stores are starting to open, people are beginning to go out again and everybody wants to know what the shape of the recovery looks like. So, where are we actually in that research cycle for you guys? >> Yeah, no problem. So, like you said, in that kind of March, April timeframe, we really want to go out there and get an idea of what are going to be the budget impacts as it relates to IT because of COVID-19, right? So, we kind of ended off there around a decline of 5%. And coming into the year, the consensus was a growth of 4% or 5%, right? So, we saw about a 900 or 1000 base point swing, to the negative side. And then (murmurs) topic we covered in March and April were which sectors of vendors were going to benefit as a result of work-from-home. And so, now as we kind of fast forward to the research cycle as we kind of go more into May and into the summer, rather than asking those exact same question again, because it's just been maybe 40 or 50 days. We really want to (murmurs) on the recovery type as well as well as kind of more emerging private vendors, right? We want it to understand what's going to be the impact on these vendors that typically rely on larger conferences, more in person meetings, because these are younger technologies. There's not a lot of information about them. And so, last Thursday we launched our biannual emerging technology study. It covers roughly 300 private emerging technologies across maybe 60 sectors of technology. And in tandem, we've launched a COVID Flash Poll, right? What we want to do was kind of twofold. One really understand from CIOs the recovery type they had in mind, as well as if they were seeing any kind of permanent changes in their IT, stacks IT spend because of COVID-19. And so, if we kind of look at the first chart here, and kind of get more into that first question around recovery type, what we asked CIOs in this kind of COVID Flash Poll, again, we did it last Thursday was, what type of recovery are you expecting? Is it V-shaped so kind of of a brief decline, maybe 1/4, and then you're going to start seeing growth into 2 each 20. Is it U-shaped? So two to 3/4 of a decline or deceleration revenue, and you're kind of forecasting that growth in revenue as an organization to come back in 2021. Is it L-shaped, right? So, maybe three, four or 5/4 of a decline or deceleration. And very minimal to moderate growth or none of the above, your organization is actually benefiting from COVID-19, as we've seen some many reports. So, those are kind of the options that we gave CIOs and you kind of see them at first chart here. >> Well, interesting. And this is a survey, a flash of survey, 700 CIOs or approximately. And the interesting thing I really want to point out here is, the COVID pandemic, it didn't suppress all companies, and the return is it's not going to be a rising tide that lifts all ships. You really got to do your research. You have to understand the different sectors, really try to peel back the onion skin and understand why there are certain momentum, how certain organizations are accommodating the work from home. We heard several weeks ago, how there's a major change in networking mindsets we're talking about how security is changing. We're going to talk about some of the permanents, but it's really, really important to try to understand these different trends by different industries, which we're going to talk about in a minute. But if you take a look at this slide, I mean, obviously most people expect this U-shape decline. I mean, U-shape recovery rather. So it's two or 3/4 followed by some growth next year. But as we'll see, some of these industries are going to really go deeper with an L-shape recovery. And then it's really interesting that a pretty large and substantial portion see this as a tailwind, presumably those with strong SAS models, annual recurring revenue models, your thoughts? >> If we kind of start on this kind of aggregate chart, you're looking at about 44% of CEO's anticipate a U-shaped recovery, right? That's the largest bucket. Then you can see another 15% anticipate an L-shape recovery 14 on the V-shaped, and then 16% to your point that are kind of seeing this tailwind. But if we kind of focus on that largest bucket that U-shaped, one of the things to remember and again, when we asked this to CIOs within this kind of COVID Flash Poll, we also asked, can you give us some commentary? And so, one of the things that, or one of the themes that are kind of coming along with this U-shape recovery is CIOs are cautiously optimistic about this U-shape recovery. They believe that they can get back onto a growth cycle, into 2021, as long as there's a vaccine available. We don't go into a second wave of lockdowns. Economic activity picks up, a lot of the government actions become effective. So there are some kind of let's call it qualifiers, with this bucket of CIOs that are anticipating a U-shape recovery. What they're saying is that, "look, we are expecting these things to happen, "we're not expecting a lockdown, "we are expecting a vaccine. "And if that takes place, "then we do expect an uptake in growth, "or going back to kind of pre COVID levels in 2021." But I think it's fair to assume that if one or more of these are ups and things do get worse as all these States are opening up, maybe the recovery cycle gets pushed along. So kind of at the aggregate, this is where we are right now. >> Yeah. So as I was saying, you really have to understand the different, not only different sectors not only the different vendors, but you can really get to look into the industries, and then even within industries. So if we pull up the next chart, we have the industry sort of break down, and sort of the responses by the industry's V-shape, U-shape or L-shape. I had a conversation with a CIO of a major resort, just the other day. And even he was saying, well, it was actually, I'll tell you it was Wyndham Resorts, public company. I mean, and obviously that business got crushed. They had their earnings call the other day. They talked about how they cut their capex in half. But the stock, Sagar, since the March loss is more than doubled. >> Yeah. >> It was just amazing. And now, but even there, within that sector, they're appealing that on you are doing well, certain parts are going to come back sooner, certain parts are going to take longer, depending on, what type of resort, what type of hotel. So, it really is a complicated situation. So, take us through what you're seeing by industry. >> Yeah, sure. So let's start with kind of the IT-Telco, retail, consumer space. Dave to your point, there's going to be a tremendous amount of bifurcation within both of those verticals. Look, if we start on the IT-Telco side, you're seeing a very large bucket of individuals, right over 20%? That indicated they're seeing a tailwind or additional revenue because of COVID-19 and Dave, we spoke about this all the way back in March, right? All these work from home vendors. CIOs were doubling down on Cloud and SAS and we've seen how some of these vendors have reported in April, with very good reports, all the major Cloud vendors, right? Like Select Security vendors. And so, that's why you're seeing on the kind of Telco side, definitely more positivity, right? As you relates to recovery type, right? Some of them are not even going through recovery. They're seeing an acceleration, same thing on the retail consumer side. You're seeing another large bucket of people who are indicating, "look, we've benefited." And again, there's going to be a lot of bifurcation, there's been a lot of retail consumers. You just mentioned with the hotel lines, that are definitely hurting. But if you have a good online presence as a retailer, and you had essential goods or groceries, you benefited. And those are the organizations that we're seeing really indicate that they saw an acceleration due to COVID-19. So, I thought those two verticals between kind of the IT and retail side, there was a big bucket of people who indicated positivity. So I thought that was kind of the first kind of as we talked about kind of feeling this onion back. That was really interesting. >> Tech continues to power on, and I think a lot of people try, I think somebody was saying that the record time in which we've developed a vaccine previously was like mumps or something. I mean, it was just like years. But now today, 2020, we've got AI, we've got all this data, you've got these great companies all working on this. And so, wow, if we can compress that, that's going to change the equation. A couple of other things Sagar that jump out at me here in this chart that I want to ask you about. I mean, the education, the colleges, are really kind of freaking out right now, some are coming back. I know, like for instance, my daughter at University of Arizona, they're coming back in the fall indefinitely, others are saying, no. You can clearly see the airlines and transportation, has the biggest sort of L-shape, which is the most negative. I'm sure restaurants and hospitality are kind of similar. And then you see energy which got crushed. We had oil (laughs) negative people paying it, big barrels of oil. But now look at that, expectation of a pretty strong, U-shape recovery as people start driving again, and the economy picks up. So, maybe you could give us some thoughts on some of those sort of outliers. >> Yeah. So I kind of bucket the next two outliers as from an L-shaped and a U-shaped. So on the L-shaped side, like you said, education airlines, transportation, and probably to a little bit lesser extent, industrials materials, manufacturing services consulting. These verticals are indicating the highest percentages from an L-shaped recovery, right? So, three plus 1/4 of revenue declines in deceleration, followed by kind of minimal to moderate growth. And look, there's no surprise here. Those are the verticals that have been impacted the most, by less demand from consumers and businesses. And then as you mentioned on the energy utility side, and then I would probably bucket maybe healthcare, pharma, those have some of the largest, percentages of U-shaped recovery. And it's funny, like I read a lot of commentary from some of the energy and the healthcare CIOs, and they were saying they were very optimistic (laughs) about a U-shaped type of recovery. And so it kind of, maybe with those two issues that we could even kind of lump them into, probably to a lesser extent, but you could probably lump it into the prior one with the airlines and the education and services consulting, and IMM, where these are definitely the verticals that are going to see the longest, longest recoveries. And it's probably a little bit more uniform, versus what we've kind of talked about a few minutes ago with IT and retail consumer where it's definitely very bifurcated. There's definitely winners and losers there. >> Yeah. And again, it's a very complicated situation. A lot of people that I've talked to are saying, "look, we really don't have a clear picture, "that's why all these companies are not giving guidance." Many people, however, are optimistic only for a vaccine, but also their thinking is young people with disposable income, they're going to kind of say,"Damn the torpedoes, "I'm not really going to be exposed." >> And they could come back much stronger, there seems to be pent up demand for some of the things like elective surgery, or even some other sort of more important, healthcare needs. So, that obviously could be a snapback. So, obviously we're really closely looking at this, one thing though is certain, is that people are expecting a permanent change, and you've got data that really shows that on the next chart. >> That's right. So, one of the last questions that we ask kind of this quick COVID Flash Poll was, do you anticipate permanent changes to your kind of IT stack, IT spend, based on the last few months? As everyone has been working remotely, and rarely do you see results point this much in one direction, but 92% of CIOs and kind of high level IT end users indicated yes, there are all going to be permanent changes. And one of the things we talked about in March, and look, we were really the first ones, in our discussion, where we were talking about work from home spend, kind of negating or bouncing out all these declines, right? We were saying, look, yes, we are seeing a lot of budgets come down, but surprisingly, we're seeing 20,30% of organizations accelerate spend. And even the ones that are spending less, even them, some of their budgets are kind of being negated by this work from home spend, right? When you think about collaboration tools and additional VPN and networking bandwidth, and laptops and then security, all that stuff. CIOs now continue to spend on, because what CIOs now understand is productivity has remained at very high levels, right? In March CIOs were very concerned with the catastrophe and productivity that has not come true. So on the margin CIOs and organizations are probably much more positive on that front. And so now, because there is no vaccine, where we know CIOs and just in general, the population, we don't know when one is coming. And so remote work seems to be the new norm moving forward, especially that productivity levels are pretty good with people working from home. So, from that perspective, everything that looked like it was maybe going to be temporary, just for the next few months, as people work from home, that's how organizations are now moving forward. >> Well, and we saw Twitter, basically said, "we're going to make work from home permanent." That's probably because their CEO wants to live in Africa. Google, I think, is going to the end of the year. >> I think many companies are going to look at a hybrid, and give employees a choice, say, "look, if you want to work from home "and you can be productive, you get your stuff done, we're cool with that." I think the other point is, everybody talks about these digital transformations leading into COVID. I got to tell you, I think a lot of companies were sort of complacent. They talk the talk, but they weren't walking the walk, meaning they really weren't becoming digital businesses. They really weren't putting data at the core. And I think now it's really becoming an imperative. And there's no question that what we've been talking about and forecasting has been pulled forward, and you're either going to have to step up your digital game or you're going to be in big trouble. And the other thing I'm really interested in is will companies sub-optimize profitability in the near term, in order to put better business resiliency in place, and better flexibility, will they make those investments? And I think if they do, longer term, they're going to be in better shape. If they don't, they could maybe be okay in the near term, but I'm going to put up a caution sign, although the longer term. >> Now look, I think everything that's been done in the last few months, in terms of having those continuation plans, due to pandemics and all that stuff, look, you got to have that in your playbook, right? And so to your point, this is where CIOs are going and if you're not transforming yourself or you didn't before, lesson learned, because now you're probably having to move twice as fast to support all your employees. So I think this pandemic really kind of sped up digital transformation initiatives, which is why, you're seeing some companies, SAS and Cloud related companies, with very good earnings reports that are guiding well. And then you're seeing other companies that are pulling their guidance because of uncertainty, but it's likely more on the side if they're just not seeing the same levels of spend, because if they haven't oriented themselves, on that digital transformation side. So I think events like this, they typically showcase winners and losers than when things are going well. and everything's kind of going up. >> Well, I think that too, there's a big discussion around is the S&P over valued right now. I won't make that call, but I will say this, that there's a lot of data out there. There's data in earnings reports, there's data about this pandemic, which it continues to change. Maybe not so much daily, but we're getting new information, multiple times a week. So you got to look to that data. You got to make your call, pick your spots, earlier you talk about a stock pickers market. I think it's very much true here. There are some going to be really strong companies. emerging out of this, don't gamble but do your research. And I think you'll find some gems out there, maybe Warren buffet can't find them okay. (laughs) But the guys at main street. I'm optimistic, I wonder how you feel about the recovery. I think I maybe tainted by tech. (laughs). I'm very much concerned about certain industries, but I think the tech industry, which is our business's, going to come out of this pretty strong? >> Yeah. Look, the one thing we should have stated this earlier, the majority of organizations are not expecting a V-shaped recovery. And yet I still think there's part of the consensus is expecting a V-shaped recovery. You can see as we demonstrate in some of the earlier charts, That U-shaped, there is some cautious optimism around there, almost the majority of organizations are expecting a U-shape recovery. And even then, as we mentioned, right? That U-shape, there is some cautious optimism around there, and I have it, you probably have it where. Yes, if everything goes well, it looks like 2021 we can really get back on track. But there's so much unknown. And so yes, that does give I think everyone pause when it comes from an investment perspective, and even just bringing on technologies. into your organization, right? Which ones are going to work, which ones aren't? So, I'm definitely on the boat of, this is a more U-shaped in a V-shape recovery. I think the data backs that up. I think when it comes to Cloud and SAS players, those areas, and I think you've seen this on the investment side, a lot of money has come out of all these other sectors that we mentioned that are having these L-shaped recoveries. A lot of it has gone into the text-based. I imagine that will continue. And so that might be kind of, it's tough to sometimes balance what's going on, on the investment that stock market side, with how organizations are recovering. I think people are really looking out into two, 3/4 and saying, look to your point where you said that earlier, is there a lot of that pent up demand, are things going to get right back to normal? Because I think a lot of people are anticipating that. And if we don't see that, I think the next time we do some of these kind of COVID Flash Polls I'm interested to see whether or not, maybe towards the end of the summer, these recovery cycles are actually longer because maybe we didn't see some of that stuff. So there's still a lot of unknowns. But what we do know right now is it's not a V-shaped recovery. >> I agree, especially on the unknowns, there's monetary policy, there's fiscal policy, there's an election coming up. >> That's fine. >> There's escalating tensions with China. There's your thoughts on the efficacy of the vaccine? what about therapeutics? Do people who've had this get immunity? How many people actually have it? What about testing? So the point I'm making here is it's very, very important that you update your forecast regularly That's why it's so great to have this partnership with you guys, because you're constantly updating the numbers. It's not just a one shot deal. So Sagar, thanks so much for coming on. I'm looking forward to having you on in the coming weeks. Really appreciate it. >> Absolutely. Yeah, we'll really start kind of digging into how a lot of these emerging technologies are fairing because of COVID-19. So, I'm actually interested to start digging through the data myself. So yeah, we'll do some reporting in the coming weeks about that as well. >> Well, thanks everybody for watching this episode of theCUBE Insights powered by ETR. I'm Dave Vellante for Sagar Kadakia, check out etr.plus, that's where all the ETR data lives, I publish weekly on wikibond.com and siliconangle.com. And you can reach me @dvellante. We'll see you next time. (gentle music).

>> Live, from Las Vegas, it's theCUBE covering UiPath Forward Americas 2019. Brought to you by UiPath. >> Welcome back to the Bellagio in Las Vegas, everybody. You're watching theCUBE, the leader in live tech coverage. My name is Dave Vellante. Day one of UiPath Forward III, hashtag UiPathForward. Elena Christopher is here. She's the senior vice president at HFS Research, and Elena, I'm going to recruit you to be my co-host here. >> Co-host! >> On this power panel. Jean Youngers here, CUBE alum, VP, a Six Sigma Leader at Security Benefit. Great to see you again. >> Thank you. >> Dave: And Amy Chandler, who is the Assistant Vice President and Director of Internal Controls, also from Security Benefit. >> Hello. >> Dave: Thanks for coming on theCUBE. >> Thank you. >> Alright Elena, let's start off with you. You follow this market, you have for some time, you know HFS is sort of anointed as formulating this market place, right? >> Elena: We like to think of ourselves as the voice-- >> You guys were early on. >> The voice of the automation industry. >> So, what are you seeing? I mean, process automation has been around forever, RPA is a hot recent trend, but what are you seeing the last year or two? What are the big trends and rip currents that you see in the market place? >> I mean, I think one of the big trends that's out there, I mean, RPA's come on to the scene. I like how you phrase it Dave, because you refer to it as, rightly so, automation is not new, and so we sort of say the big question out there is, "Is RPA just flavor of the month?" RPA is definitely not, and I come from a firm, we put out a blog earlier this year called "RPA is dead. Long live automation." And that's because, when we look at RPA, and when we think about what it's impact is in the market place, to us the whole point of automation in any form, regardless of whether it's RPA, whether it be good old old school BPM, whatever it may be, it's mission is to drive transformation, and so the HFS perspective, and what all of our research shows and sort of justifies that the goal is, what everyone is striving towards, is to get to that transformation. And so, the reason we put out that piece, the "RPA is dead. Long live integrated automation platforms" is to make the point that if you're not- 'cause what does RPA allow? It affords an opportunity for change to drive transformation so, if you're not actually looking at your processes within your company and taking this opportunity to say, "What can I change, what processes are just bad, "and we've been doing them, I'm not even sure why, "for so long. What can we transform, "what can we optimize, what can we invent?" If you're not taking that opportunity as an enterprise to truly embrace the change and move towards transformation, that's a missed opportunity. So I always say, RPA, you can kind of couch it as one of many technologies, but what RPA has really done for the market place today, it's given business users and business leaders the realization that they can have a role in their own transformation. And that's one of the reasons why it's actually become very important, but a single tool in it's own right will never be the holistic answer. >> So Jean, Elena's bringing up a point about transformation. We, Stew Bennett and I interviewed you last year and we've played those clips a number of times, where you sort of were explaining to us that it didn't make sense before RPA to try to drive Six Sigma into business processes; you couldn't get the return. >> Jean: Right. >> Now you can do it very cheaply. And for Six Sigma or better, is what you use for airplane engines, right? >> Right. >> So, now you're bringing up the business process. So, you're a year in, how's it going? What kind of results are you seeing? Is it meeting your expectations? >> It's been wonderful. It has been the best, it's been probably the most fun I've had in the last fifteen years of work. I have enjoyed, partly because I get to work with this great person here, and she's my COE, and helps stand up the whole RPA solution, but you know, we have gone from finance into investment operations, into operations, you know we've got one sitting right now that we're going to be looking at statements that it's going to be fourteen thousand hours out of both time out as well as staff hours saved, and it's going to touch our customer directly, that they're not going to get a bad statement anymore. And so, you know, it has just been an incredible journey for us over the past year, it really has. >> And so okay Amy, your role is, you're the hardcore practitioner here right? >> Amy: That's right. >> You run the COE. Tell us more about your role, and I'm really interested in how you're bringing it out, RPA to the organization. Is that led by your team, or is it kind of this top-down approach? >> Yeah, this last year, we spent a lot of time trying to educate the lower levels and go from a bottom-up perspective. Pretty much, we implemented our infrastructure, we had a nice solid change management process, we built in logical access, we built in good processes around that so that we'd be able to scale easily over this last year, which kind of sets us up for next year, and everything that we want to accomplish then. >> So Elena, we were talking earlier on theCUBE about you know, RPA, in many ways, I called it cleaning up the crime scene, where stuff is kind of really sort of a mass and huge opportunities to improve. So, my question to you is, it seems like RPA is, in some regards, successful because you can drop it into existing processes, you're not changing things, but in a way, this concerns that, oh well, I'm just kind of paving the cow path. So how much process reinvention should have to occur in order to take advantage of RPA? >> I love that you use that phrase, "paving the cow path." As a New Englander, as you know the roads in Boston are in fact paved cow paths, so we know that can lead to some dodgy roads, and that's part of, and I say it because that's part of what the answer is, because the reinvention, and honestly the optimization has to be part of what the answer is. I said it just a little bit earlier in my comments, you're missing an opportunity with RPA and broader automation if you don't take that step to actually look at your processes and figure out if there's just essentially deadwood that you need to get rid of, things that need to be improved. One of the sort of guidelines, because not all processes are created equal, because you don't want to spend the time and effort, and you guys should chime in on this, you don't want to spend the time and effort to optimize a process if it's not critical to your business, if you're not going to get lift from it, or from some ROI. It's a bit of a continuum, so one of the things that I always encourage enterprises to think about, is this idea of, well what's the, obviously, what business problem are you trying to solve? But as you're going through the process optimization, what kind of user experience do you want out of this? And your users, by the way, you tend to think of your user as, it could be your end customer, it could be your employee, it could even be your partner, but trying to figure out what the experience is that you actually want to have, and then you can actually then look at the process and figure out, do we need to do something different? Do we need to do something completely new to actually optimize that? And then again, line it with what you're trying to solve and what kind of lift you want to get from it. But I'd love to, I mean, hopping over to you guys, you live and breathe this, right? And so I think you have a slightly different opinion than me, but-- >> We do live and breathe it, and every process we look at, we take into consideration. But you've also got to, you have a continuum right? If it's a simple process and we can put it up very quickly, we do, but we've also got ones where one process'll come into us, and a perfect example is our rate changes. >> Amy: Rate changes. >> It came in and there was one process at the very end and they ended up, we did a wing to wing of the whole thing, followed the data all the way back through the process, and I think it hit, what, seven or eight-- >> Yeah. >> Different areas-- >> Areas. >> Of the business, and once we got done with that whole wing to wing to see what we could optimize, it turned into what, sixty? >> Amy: Yeah, sixty plus. Yeah. >> Dave: Sixty plus what? >> Bot processes from one entry. >> Yeah. >> And so, right now, we've got 189 to 200 processes in the back log. And so if you take that, and exponentially increase it, we know that there's probably actually 1,000 to 2,000 more processes, at minimum, that we can hit for the company, and we need to look at those. >> Yeah, and I will say, the wing to wing approach is very important because you're following the data as it's moving along. So if you don't do that, if you only focus on a small little piece of it, you don't what's happening to the data before it gets to you and you don't know what's going to happen to it when it leaves you, so you really do have to take that wing to wing approach. >> So, internal controls is in your title, so talking about scale, it's a big theme here at UiPath, and these days, things scale really fast, and boo-boos can happen really fast. So how are you ensuring, you know that the edicts of the organization are met, whether it's security, compliance, governance? Is that part of your role? >> Yeah, we've actually kept internal audit and internal controls, and in fact, our external auditors, EY. We've kept them all at the table when we've gone through processes, when we've built out our change management process, our logical access. When we built our whole process from beginning to end they kind of sat at the table with us and kind of went over everything to make sure that we were hitting all the controls that we needed to do. >> And actually, I'd like to piggyback on that comment, because just that inclusion of the various roles, that's what we found as an emerging best practice, and in all of our research and all of the qualitative conversations that we have with enterprises and service providers, is because if you do things, I mean it applies on multiple levels, because if you do things in a silo, you'll have siloed impact. If you bring the appropriate constituents to the table, you're going to understand their perspective, but it's going to have broader reach. So it helps alleviate the silos but it also supports the point that you just made Amy, about looking at the processes end to end, because you've got the necessary constituents involved so you know the context, and then, I believe, I mean I think you guys shared this with me, that particularly when audit's involved, you're perhaps helping cultivate an understanding of how even their processes can improve as well. >> Right. >> That is true, and from an overall standpoint with controls, I think a lot of people don't realize that a huge benefit is your controls, cause if you're automating your controls, from an internal standpoint, you're not going to have to test as much, just from an associate process owner paying attention to their process to the internal auditors, they're not going to have to test as much either, and then your external auditors, which that's revenue. I mean, that's savings. >> You lower your auditing bill? >> Yeah. Yeah. >> Well we'll see right? >> Yeah. (laughter) >> That's always the hope. >> Don't tell EY. (laughter) So I got to ask you, so you're in a little over a year So I don't know if you golf, but you know a mulligan in golf. If you had a mulligan, a do over, what would you do over? >> The first process we put in place. At least for me, it breaks a lot, and we did it because at the time, we were going through decoupling and trying to just get something up to make sure that what we stood up was going to work and everything, and so we kind of slammed it in, and we pay for that every quarter, and so actually it's on our list to redo. >> Yeah, we automated a bad process. >> Yeah, we automated a bad process. >> That's a really good point. >> So we pay for it in maintenance every quarter, we pay for it, cause it breaks inevitably. >> Yes. >> Okay so what has to happen? You have to reinvent the process, to Elena's? >> Yes, you know, we relied on a process that somebody else had put in place, and in looking at it, it was kind of a up and down and through the hoop and around this way to get what they needed, and you know there's much easier ways to get the data now. And that's what we're doing. In fact, we've built our own, we call it a bot mart. That's where all our data goes, they won't let us touch the other data marts and so forth so they created us a bot mart, and anything that we need data for, they dump in there for us and then that's where our bot can hit, and our bot can hit it at anytime of the day or night when we need the data, and so it's worked out really well for us, and so the bot mart kind of came out of that project of there's got to be a better way. How can we do this better instead of relying on these systems that change and upgrade and then we run the bot and its working one day and the next day, somebody has gone in and tweaked something, and when all's I really need out of that system is data, that's all I need. I don't need, you know, a report. I don't need anything like that, cause the reports change and they get messed up. I just want the raw data, and so that's what we're starting to do. >> How do you ensure that the data is synchronized with your other marts and warehouses, is that a problem? >> Not yet. >> No not yet! (laughter) >> I'm wondering cause I was thinking the exact same question Dave, because on one hand its a nice I think step from a governance standpoint. You have what you need, perhaps IT or whomever your data curators are, they're not going to have a heart attack that you're touching stuff that they don't want you to, but then there is that potential for synchronization issues, cause that whole concept of golden source implies one copy if you will. >> Well, and it is. It's all coming through, we have a central data repository that the data's going to come through, and it's all sitting there, and then it'll move over, and to me, what I most worry about, like I mentioned on the statement once, okay, I get my data in, is it the same data that got used to create those statements? And as we're doing the testing and as we're looking at going live, that's one of our huge test cases. We need to understand what time that data comes in, when will it be into our bot mart, so when can I run those bots? You know, cause they're all going to be unattended on those, so you know, the timing is critical, and so that's why I said not yet. >> Dave: (chuckle) >> But you want to know what, we can build the bot to do that compare of the data for us. >> Haha all right. I love that. >> I saw a stat the other day. I don't know where it was, on Twitter or maybe it was your data, that more money by whatever, 2023 is going to be spent on chat bots than mobile development. >> Jean: I can imagine, yes. >> What are you doing with chat bots? And how are you using them? >> Do you want to answer that one or do you want me to? >> Go ahead. >> Okay so, part of the reason I'm so enthralled by the chat bot or personal assistant or anything, is because the unattended robots that we have, we have problems making sure that people are doing what they're supposed to be doing in prep. We have some in finance, and you know, finance you have a very fine line of what you can automate and what you need the user to still understand what they're doing, right? And so we felt like we had a really good, you know, combination of that, but in some instances, they forget to do things, so things aren't there and we get the phone call the bot broke, right? So part of the thing I'd like to do is I'd like to move that back to an unattended bot, and I'm going to put a chat bot in front of it, and then all's they have to do is type in "run my bot" and it'll come up if they have more than one bot, it'll say "which one do you want to run?" They'll click it and it'll go. Instead of having to go out on their machine, figure out where to go, figure out which button to do, and in the chat I can also send them a little message, "Did you run your other reports? Did you do this?" You know, so, I can use it for the end user, to make that experience for them better. And plus, we've got a lot of IT, we've got a lot of HR stuff that can fold into that, and then RPA all in behind it, kind of the engine on a lot of it. >> I mean you've child proofed the bot. >> Exactly! There you go. There you go. >> Exactly. Exactly. And it also provides a means to be able to answer those commonly asked questions for HR for example. You know, how much vacation time do I have? When can I change my benefits? Examples of those that they answer frequently every day. So that provides another avenue for utilization of the chat bot. >> And if I may, Dave, it supports a concept that I know we were talking about yesterday. At HFS it's our "Triple-A Trifecta", but it's taking the baseline of automation, it intersects with components of AI, and then potentially with analytics. This is starting to touch on some of the opportunities to look at other technologies. You say chat bots. At HFS we don't use the term chat bot, just because we like to focus and emphasize the cognitive capability if you will. But in any case, you guys essentially are saying, well RPA is doing great for what we're using RPA for, but we need a little bit of extension of functionality, so we're layering in the chat bot or cognitive assistant. So it's a nice example of some of that extension of really seeing how it's, I always call it the power of and if you will. Are you going to layer these things in to get what you need out of it? What best solves your business problems? Just a very practical approach I think. >> So Elena, Guy has a session tomorrow on predictions. So we're going to end with some predictions. So our RPA is dead, (chuckle) will it be resuscitated? What's the future of RPA look like? Will it live up to the hype? I mean so many initiatives in our industry haven't. I always criticize enterprise data warehousing and ETL and big data is not living up to the hype. Will RPA? >> It's got a hell of a lot of hype to live up to, I'll tell you that. So, back to some of our causality about why we even said it's dead. As a discrete software category, RPA is clearly not dead at all. But unless it's helping to drive forward with transformation, and even some of the strategies that these fine ladies from Security Benefit are utilizing, which is layering in additional technology. That's part of the path there. But honestly, the biggest challenge that you have to go through to get there and cannot be underestimated, is the change that your organization has to go through. Cause think about it, if we look at the grand big vision of where RPA and broader intelligent automation takes us, the concept of creating a hybrid workforce, right? So what's a hybrid workforce? It's literally our humans complemented by digital workers. So it still sounds like science fiction. To think that any enterprise could try and achieve some version of that and that it would be A, fast or B, not take a lot of change management, is absolutely ludicrous. So it's just a very practical approach to be eyes wide open, recognize that you're solving problems but you have to want to drive change. So to me, and sort of the HFS perspective, continues to be that if RPA is not going to die a terrible death, it needs to really support that vision of transformation. And I mean honestly, we're here at a UiPath event, they had many announcements today that they're doing a couple of things. Supporting core functionality of RPA, literally adding in process discovery and mining capabilities, adding in analytics to help enterprises actually track what your benefit is. >> Jean: Yes. >> These are very practical cases that help RPA live another day. But they're also extending functionality, adding in their whole announcement around AI fabric, adding in some of the cognitive capability to extend the functionality. And so prediction-wise, RPA as we know it three years from now is not going to look like RPA at all. I'm not going to call it AI, but it's going to become a hybrid, and it's honestly going to look a lot like that Triple-A Trifecta I mentioned. >> Well, and UiPath, and I presume other suppliers as well, are expanding their markets. They're reaching, you hear about citizens developers and 100% of the workforce. Obviously you guys are excited and you see a long-run way for RPA. >> Jean: Yeah, we do. >> I'll give you the last word. >> It's been a wonderful journey thus far. After this morning's event where they showed us everything, I saw a sneak peek yesterday during the CAB, and I had a list of things I wanted to talk to her about already when I came out of there. And then she saw more of 'em today, and I've got a pocketful of notes of stuff that we're going to take back and do. I really, truly believe this is the future and we can do so much. Six Sigma has kind of gotten a rebirth. You go in and look at your processes and we can get those to perfect. I mean, that's what's so cool. It is so cool that you can actually tell somebody, I can do something perfect for you. And how many people get to do that? >> It's back to the user experience, right? We can make this wildly functional to meet the need. >> Right, right. And I don't think RPA is the end all solution, I think it's just a great tool to add to your toolkit and utilize moving forward. >> Right. All right we'll have to leave it there. Thanks ladies for coming on, it was a great segment. Really appreciate your time. >> Thanks. >> Thank you. >> Thank you for watching, everybody. This is Dave Vellante with theCUBE. We'll be right back from UiPath Forward III from Las Vegas, right after this short break. (technical music)

>>Winston Edmundson here at Hadoop summit. We've got Steve woolens from Teradata. He's going to talk to me a little bit about a exciting new announcement that you had with Hortonworks today. Tell me a little bit about that. >>Yeah. So Teradata has been in the data management analytics space for over 30 years. And with the announcement today, we announced data portfolio for Hadoop, which is a collection of products, services, and customer support for an entire portfolio for the products. So we've got turnkey appliances, we've got commodity offerings and with Hortonworks, we've got a shared customer support model, so we can give our customers everything they need around >>Ultimate support. Pretty exciting. Now this seems like it must've been a long process to put all this together. >>Well, we've had a partnership with Hortonworks for about a year. We've had Hadoop product offerings in the market for about six months. We've seen a lot of uptake from our customers, and it's really about broadening that to make sure that customers can buy a dupe standalone integrated in with the rest of their data architecture and make it a trusted component within that next generation data architecture. >>Tell me what excites you right now with the customers that you're helping, you're meeting their needs. Where do you see things going? What trends are you following right now? >>The big thing we're seeing is customers. Our customers want to better serve their customers. And there's so many new interaction points that they have with those customers through social networks, email, and being able to take things like the call center voice records, but that's been data that hasn't really been explored in the past to figure out how to better serve those customers. So now with Hadoop and other MapReduce technologies, we can incorporate that analysis into how we better serve our customers, customers at the end of the day. If that makes sense, that's ultimately, it's about getting deeper insights into how to better service the customers. And I think with all the new data that's out there and the hype around big data, that's really what it's about. >>Do you find the customers are coming to you with their own ideas or are they looking to you for suggestions on just how they can bring these different data sets together and how they can maximize and leverage some of this data? >>Well, the problem is there's so much hysteria in this market. I mean, it's an exciting place to be, but there's a lot of technologies, right? So I think the thing with Teradata is we do provide that trusted advisor status. I mean, we've been implementing data analytics solutions for a long, long time and a lot of the problems aren't new, they're just incorporating new analytics techniques. So they have ideas in terms of things they've heard about. They're not really sure how to implement it sometimes. So part of our offering is we have services, so we can look across their entire data architecture and figure out where does the dupe really fit? What are the best use cases for it? How do we integrate that across the enterprise? So the end users and the applications that can benefit from that data can really get the value from it. >>How important do you think it is or how much is an advantage that you are tried and true. You've been here. I mean, some of these solution providers, you can call them fly by night. I mean, they just, they're just here on, you know, they've just formed. They don't have a track record. It's your track record of success? One of the main things that customers are attracted to? >>I think so. I mean, the reality is we have, we're like in the trenches with our customers, it's not just the technology, but when we have business consulting, people that come in with domain expertise from a given industry, so you can call it a track record or whatever it is, but it's really understanding, not just technology, but the business and how these things come together to really get the most value from all the cool technology that's out there. So yeah, a lot of the fly by nighters, I mean, there's a lot of innovative things that are happening. And at duke five years ago, it was one of those very new things. And so we've been looking at it for a while and now we figured out the best way to incorporate it into our solution portfolio and to roll it out to customers >>When you're helping a customer. And you're, you're looking at the here and now, this is what they, they need to be addressing. I would imagine a lot of customers want to know what's around the corner, what's around the bend that we should be aware of, that we should try to be, be prepared for. What do you, what do you tell them? >>Well, I think, you know, everybody will say there's just more and more data coming at you. I think other analytic techniques like graph analysis is something that people particularly with social networks are trying to figure out how are people interrelated to each other. So it's a lot of different use cases and there's different analytic techniques that can be combined in unique ways. So a lot of our R and D investment is going into how do we bring more of those analytic techniques and unify them for people in one system. So that regardless of your data scientists or business analysts, you can ask really interesting, tough questions that you couldn't answer ask before. So it's about giving answers to sometimes the unknown questions and helping them explore that data through unique ways. >>What would you say are some of the industries that are maybe there's probably more urgency for them to adopt some of these strategies or perhaps just, they're more likely to have a big return on investment? What industries would you point to? >>I mean, for us, it's a lot of the traditional industries where you have a lot of consumers, right? Telecommunications, retail, retail, financial services, anybody who's working with. A lot of customers that have a lot of products, just have a lot of complexity, a lot of customer interaction touchpoints. So I think those are the people that typically we see adopting new technology and really thinking about how to better serve their customers >>For folks that are watching tuning in. And they're pretty excited about what you might be able to help them with. What's the best way for them to get in touch with you or, or >>You just go to teradata.com and check us out there. That's probably the best way to reach us. >>Right. Fantastic. Thanks for your time. Winston Edmondson here with studio B signing out.

>> Announcer: Live, from Copenhagen, Denmark, it's theCUBE. Covering KubeCon and CloudNativeCon Europe 2018. Brought to you by the Cloud Native Computing Foundation and its Ecosystem Partners. >> Well everyone, welcome back to the live coverage of theCUBE here in Copenhagen, Denmark for KubeCon, Kubernetes Con 2018, part of the CNCF, Cloud Native Compute Foundation, part of the Linux Foundation. I'm John Furrier with Lauren Cooney, the founder of Spark Labs, breaking down day two, wrapping up our coverage of KubeCon and all the success that we've seen with Kubernetes, I thought it would be really appropriate to bring on the cofounder of KubeCon originally, Joseph Jacks, known as JJ in the industry, a good friend of theCUBE and part of the early formation of what is now Cloud Native. We were all riffing on that at the time. welcome back to theCUBE, great to see you. >> Thank you for having me John. >> So, for the story, for the folks out there, you know Cloud Native was really seen by the devops community, and infrastructure code was no secret to the insiders in the timeframes from 2010 through 2015, 16 timeframe, but really it was an open stack summit. A lot of people were kind of like, hey, you know, Google's got Kubernetes, they're going to open it up and this could be a real game changer, container, Docker was flying off the shelves. So we just kind of saw, right, and you were there and we were talking so there was a group of us. You were one of them. And you founded KubeCon, and bolted into the, at that time, the satellite Linux Foundation events, and then you pass it off as a good community citizen to the CNCF, so I wanted to just make sure that people knew that. What a great success. What's your impression? I mean, are you blown away? >> I am definitely blown away. I mean I think the size and scale of the European audience is remarkable. We had something like slightly less than half this in Austin last year. So to see more than that come here in Europe I think shows the global kind of growth curve as well as like, I think, Dan and someone else was asking sort of raise your hand if you've been to Kubecon Austin and very few actually, so there's a lot of new people showing up in Europe. I think it just shows the demand-- >> And Dan's been traveling around. I've seen him in China, some events I've been to. >> Joseph: All over. >> He's really working hard so props to him. We gave him some great props earlier. But he also told us Shanghai is coming online. >> Joseph: Yeah. >> So you got Shanghai, you to Barcelona next year for the European show, and of course Seattle. This is a community celebrating right now because there's a lot of high fives going on right now because there's a lot of cool, we've got some sort of core standard, defacto standard, now let's go to work. What are you working on now? You got a stealth startup? Share a little bit about it. I know you don't want to give the details out, but where is it kind of above the stack? Where you going to be playing? >> Sure, so we're not talking too much in terms of specifics and we're pretty stealthy, but I can tell you what I'm personally very excited about in terms of where Kubernetes is going and kind of where this ecosystem is starting to mature for practitioners, for enterprises. So one of the things that I think Kubernetes is starting to bring to bear is this idea of commoditizing distributed systems for everyday developers, for everyday enterprises. And I think that that is sort of the first time in sort of maybe, maybe the history of software development, software engineering and building applications, we're standardizing on a set of primitives, a set of building blocks for distributed system style programming. You know we had in previous eras things like Erlang and fault tolerant programming and frameworks, but those were sort of like pocketed into different programming communities and different types of stacks. I think Kubernetes is the one sort of horizontal technology that the industry's adopting and it's giving us these amazing properties, so I think some of the things that we're focusing on or excited about involve sort of the programming layer on top of Kubernetes in simplifying the experience of kind of bringing all stateful and enterprise workloads and different types of application paradigms natively into Kubernetes without requiring a developer to really understand and learn the Kubernetes primitives themselves. >> That's next level infrastructure as code. Yeah so as Kubernetes becomes more successful, as Kubernetes succeeds at a larger and larger scale, people simply shouldn't have to know or understand the internals. There's a lot of people, I think Kelsey and a few other people, started to talk about Kubernetes as the Linux kernel of distributed computing or distributed systems, and I think that's a really great way of looking at it. You know, do programmers make file system calls directly when they're building their applications? Do they script directly against the kernel for maybe some very high performance things. But generally speaking when you're writing a service or you're writing a microservice or some business logic, you're writing at a higher level of abstraction and a language that's doing some IO and maybe some reading and writing files, but you're using higher level abstractions. So I think by the same token, the focus today with Kubernetes is people are learning this API. I think over time people are going to be programming against that API at a higher level. And what are you doing here, the show? Obviously you're (mumbles) so you're doing some (mumbles) intelligence. Conversations you've been in, can you share your opinion of what's going on here? Your thoughts on the content program, the architecture, the decisions they've made. >> I think we've just, so lots of questions in there. What am I doing here? I just get so energized and I'm so, I just get reinvigorated kind of being here and talking to people and it's just super cool to see a lot of old faces, people who've been here for a while, and you know, one of the things that excites me, and this is just like proof that the event's gotten so huge. I walk around and I see a lot of familiar faces, but more than 80, 90% of people I've never seen before, and I'm like wow this has like gotten really super huge mainstream. Talking with some customers, getting a good sense of kind of what's going on. I think we've seen two really huge kind of trends come out of the event. One is this idea of multicloud sort of as a focus area, and you've talked with Bassam at Upbound and the sort of multicloud control plane, kind of need and demand out there in the community and the user base. I think what Bassam's doing is extremely exciting. The other, so multicloud is a really big paradigm that most companies are sort of prioritizing. Kubernetes is available now on all the cloud providers, but how do we actually adopt it in a way that is agnostic to any cloud provider service. That's one really big trend. The second big thing that I think we're starting to see, just kind of across a lot of talks is taking the Kubernetes API and extending it and wrapping it around stateful applications and stateful workloads, and being able to sort of program that API. And so we saw the announcement from Red Hat on the operator framework. We've seen projects like Kube Builder and other things that are really about sort of building native custom Kubernetes APIs for your applications. So extensibility, using the Kubernetes API as a building block, and then multicloud. I think those are really two huge trends happening here. >> What is your view on, I'm actually going to put you on test here. So Red Hat made a bet on Kubernetes years ago when it was not obvious to a lot of the other big wales. >> Joseph: From the very beginning really. >> Yeah from the very beginning. And that paid off huge for Red Hat as an example. So the question is, what bets should people be making if you had to lay down some thought leadership on this here, 'cause you obviously are in the middle of it and been part of the beginning. There's some bets to be made. What are the bets that the IBMs and the HPs and the Cisco's and the big players have to make and what are the bets the startups have to make? >> Well yeah, there's two angles to that. I mean, I think the investment startups are making, are different set of investments and motivated differently than the multinational, huge, you know, technology companies that have billions of dollars. I think in the startup category, startups just should really embrace Kubernetes for speeding the way they build reliable and scalable applications. I think really from the very beginning Kubernetes is becoming kind of compelling and reasonable even at a very small scale, like for two or three node environment. It's becoming very easy to run and install and manage. Of course it gives you a lot of really great properties in terms of actually running, building your systems, adopting microservices, and scaling out your application. And that's what's sort of like a direct end user use case, startups, kind of building their business, building their stack on Kubernetes. We see companies building products on top of Kubernetes. You see a lot of them here on the expo floor. That's a different type of vendor startup ecosystem. I think there's lots of opportunities there. For the big multinationals, I think one really interesting thing that hasn't really quite been done yet, is sort of treating Kubernetes as a first-class citizen as opposed to a way to commercialize and enter a new market. I think one of the default ways large technology companies tend to look at something hypergrowth like Kubernetes and TensorFlow and other projects is wrapping around it and commercializing in some way, and I think a deeper more strategic path for large companies could be to really embed Kubernetes in the core kind of crown jewel IP assets that they have. So I'll give you an example, like, for let's just take SAP, I'll just pick on SAP randomly, for no reason. This is one of the largest enterprise software companies in the world. I would encourage the co-CEOs of SAP, for example. >> John: There's only one CEO now. >> Is there one CEO now? Okay. >> John: Snabe left. It's now (drowned out by talking). >> Oh, okay, gotcha. I haven't been keeping up on the SAP... But let's just say, you know, a CEO boardroom level discussion of replatforming the entire enterprise application stack on something like Kubernetes could deliver a ton of really core meaningful benefits to their business. And I don't think like deep super strategic investments like that at that level are being made quite yet. I think at a certain point in time in the future they'll probably start to be made that way. But that's how I would like look at smart investments on the bigger scale. >> We're not seeing scale yet with Kubernetes, just the toe is in the water. >> I think we're starting to see scale, John. I think we are. >> John: What's the scale number in clusters? >> I'll give you the best example, which came up today, and actually really surprised me which I think was a super compelling example. The largest retailer in China, so essentially the Amazon of China, JD.com, is running in production for years now at 20,000 compute nodes with Kubernetes, and their largest cluster is a 5,000 node cluster. And so this is pushing the boundary of the sort of production-- >> And I think that may be the biggest one I've heard. >> Yeah, that's certainly, I mean for a disclosed user that's pretty huge. We're starting to see people actually talk publicly about this which is remarkable. And there are huge deployments out there. >> We saw Tyler Jewell come on from WSO2. He's got a new thing called Ballerina. New programming language, have you seen that? >> Joseph: I have, I have. >> Thoughts on that? What's your thoughts on that? >> You know, I think that, so I won't make any particular specific comments on Ballerina, I'm not extremely informed on it. I did play with a little bit, I don't want to give any of my opinions, but what I'd say, and I think Tyler actually mentioned this, one of the things that I believe is going to be a big deal in the coming years, is so, trying to think of Kubernetes as an implementation detail, as the kernel, do you interact directly with that? Do you learn that interface directly? Are you sort of kind of optimizing your application to be sort of natively aware of those abstractions? I think the answer to all of those questions is no, and Kubernetes is sort of delegated as a compiler target, and so frankly like directionally speaking, I think what Ballerina's sort of design is aspiring towards is the right one. Compile time abstraction for building distributed systems is probably the next logical progression. I like to think of, and I think Brendan Burns has started to talk about this over the last year or two. Everyone's writing assembly code 'cause we're swimming yaml and configuration based designs and systems. You know, sort of pseudodeclarative, but more imperative in static configurations. When in reality we shouldn't be writing these assembly artifacts. We should be delegating all of this complexity to a compiler in the same way that you know, we went from assembly to C to higher level languages. So I think over time that starts to make a lot of sense, and we're going to see a lot of innovation here probably. >> What's your take on the community formation? Obviously, it's growing, so, any observations, any insight for the folks watching what's happening in the community, patterns, trends you'd see, like, don't like. >> I think we could do a better job of reducing politics amongst the really sort of senior community leaders, particularly who have incentives behind their sort of agendas and sort of opinions, since they work for various, you know, large and small companies. >> Yeah, who horse in this race. >> Sure, and there's, whether they're perverse incentives or not, I think net the project has such a high quality genuine, like humble, focused group of people leading it that there isn't much pollution and negativity there. But I think there could be a higher standard in some cases. Since the project is so huge and there are so many very fast moving areas of evolution, there tends to be sort of a fast curve toward many cooks being in the kitchen, you know, when new things materialize and I think that could be better handled. But positive side, I think like the project is becoming incredibly diverse. I just get super excited to see Aparna from Google leading the project at Google, both on the hosted Saas offering and the Kubernetes project. People like Liz and others. And I just think it's an awesome, welcoming, super diverse community. And people should really highlight that more. 'Cause I think it's a unique asset of the project. >> Well you're involved in some deep history. I think we're going to be looking this as moment where there was once a KubeCon that was not part of the CNCF, and you know, you did the right thing, did a good thing. You could have kept it to yourself and made some good cash. >> It's definitely gotten really big, and it's way beyond me now at this point. >> Those guys did a good job with CNCF. >> They're doing phenomenal. I think vast majority of the credit, at this scale, goes to Chris Anasik and Dan Conn, and the events team at the Linux Foundation, CNCF, and obviously Kelsey and Liz and Michelle Noorali and many others. But blood, sweat, and tears. It's no small feat pulling off an event like this. You know, corralling the CFP process, coordinating speakers, setting the themes, it's a really huge job. >> And now they got to deal with all the community, licenses, Lauren your thoughts? >> Well they're consistent across Apache v2 I believe is what Dan said, so all the projects under the CNCF are consistently licensed. So I think that's great. I think they actually have it together there. You know, I do share your concerns about the politics that are going on a little bit back and forth, the high level, I tend to look back at history a little bit, and for those of us that remember JBoss and the JBoss fork, we're a little bit nervous, right? So I think that it's important to take a look at that and make sure that that doesn't happen. Also, you know, open stack and the stuff that we've talked about before with distros coming out or too many distros going to be hitting the street, and how do we keep that more narrow focused, so this can go across-- >> Yeah, I started this, I like to list rank and iterate things, and I started with this sheet of all the vendors, you know, all the Kubernetes vendors, and then Linux Foundation, or CNCF took it over, and they've got a phenomenal sort of conformance testing and sort of compliance versioning sheet, which lists all the vendors and certification status and updates and so on and I think there's 50 or 60 companies. On one hand I think that's great, because it's more innovation, lots of service providers and offerings, but there is a concern that there might be some fragmentation, but again, this is a really big area of focus, and I think it's being addressed. Yeah, I think the right ones will end up winning, right? >> Joseph: Right, for sure. >> and that's what's going to be key. >> Joseph: Healthy competition. >> Yes. >> All right final question. Let's go around the horn. We'll start with you JJ, wrapping up KubeCon 2018, your thoughts, summary, what's happened here? What will we talk about next year about what happened this week in Denmark? >> I think this week in Denmark has been a huge turning point for the growth in Europe and sort of proof that Kubernetes is on like this unstoppable inflection, growth curve. We usually see a smaller audience here in Europe, relative to the domestic event before it. And we're just seeing the numbers get bigger and bigger. I think looking back we're also going to see just the quality of end users and the end user community and more production success stories starting to become front and center, which I think is really awesome. There's lots of vendors here. But I do believe we have a huge representation of end users and companies actually sharing what they're doing pragmatically and really changing their businesses from Financial Times to Cern and physics projects, and you know, JD and other huge companies. I think that's just really awesome. That's a unique thing of the Kubernetes project. There's some hugely transformative companies doing awesome things out there. >> Lauren your thoughts, summary of the week in Denmark? >> I think it's been awesome. There's so much innovation happening here and I don't want to overuse that word 'cause I think it's kind of BS at some point, but really these companies are doing new things, and they're taking this to new levels. I think that hearing about the excitement of the folks that are coming here to actually learn about Kubernetes is phenomenal, and they're going to bring that back into their companies, and you're going to see a lot more actually coming to Europe next year. I also true multicloud would be phenomenal. I would love that if you could actually glue those platforms together, per se. That's really what I'm looking for. But also security. I think security, there needs to be a security seg. We talked to customers earlier. That's something they want to see. I think that that needs to be something that's brought to the table. >> That's awesome. My view is very simple. You know I think they've done a good job in CNCF and Linux Foundation, the team, building the ecosystem, keeping the governance and the technical and the content piece separate. I think they did a good job of showing the future state that we'd like to get to, which is true multicloud, workload portability, those things still out of reach in my opinion, but they did a great job of keeping the tight core. And to me, when I hear words like defacto standard I think of major inflection points where industries have moved big time. You think of internetworking, you think of the web, you think of these moments where that small little tweak created massive new brands and created a disruptor enabler that just created, changed the game. We saw Cisco coming out of that movement of IP with routers you're seeing 3Com come out of that world. I think that this change, this new little nuance called Kubernetes is going to be absolutely a defacto standard. I think it's definitely an inflection point and you're going to see startups come up with new ideas really fast in a new way, in a new modern global architecture, new startups, and I think people are going to be blown away. I think you're going to see fast rising growth companies. I think it's going to be an investment opportunity whether it's token economics or a venture backer private equity play. You're going to see people come out of the wood work, real smart entrepreneur. I think this is what people have been waiting for in the industry so I mean, I'm just super excited. And so thanks for coming on. >> Thank you for everything you do for the community. I think you truly extract the signal from the noise. I'm really excited to see you keep coming to the show, so it's really awesome. >> I appreciate your support, and again we're co-developing content in the open. Lauren great to host with you this week. >> Thank you, it's been awesome. >> And you got a great new venture, high five there. High five to the founder of KubeCon. This is theCUBE, not to be confused with KubeCon. And we're theCUBE, C-U-B-E. I'm John Furrier, thanks for watching. It's a wrap of day two global coverage here exclusively for KubeCon 2018, CNCF and the Linux Foundation. Thanks for watching. (techno music)

>> Narrator: Live from Austin, Texas, It's theCUBE, covering KubeCon and CloudNativeCon 2017. Brought to you by Red Hat, the Linux Foundation, and theCUBE's ecosystem partners. >> Welcome back and we're live here in Austin, Texas. theCUBE's exclusive coverage of CloudNativeCon and KubeCon, which stands for Kubernetes Conference, the not Cube, C-U-B-E, that's us. I'm John Furrier here with Matt Broberg, co-host in here for Stu Miniman, podcaster himself And we also have a special podcaster here on theCUBE, Edaena Salinas, who's the host of The Women in Tech Show @techwomenshow on Twitter, also a software engineer at Microsoft. Welcome to theCUBE, thanks for joining us. >> Thank you for having me. >> This is kind of like a podcast, we're like live though, we're streaming. >> Oh, okay. >> Love your sweater, that's a binary tree holiday tree. >> Binary Christmas tree. >> Binary Christmas tree. >> So perfect. >> I'm going to do a quick sort quickly, no I'm only kidding. So question for you, you've got a great program, you've got a desk over there, you're doing some interviews here, great to see you here doing The Women in Tech. We've done a lot of women in tech interviews on theCUBE, love to showcase women programming, women developers, women in stem, great that you do it so congratulations. So tell us what's the vibe like, are you people excited to do podcasting, is it all women, do you interview men, so tell us a little bit about the show. >> That's a good question. The motivation of the show is to have technical women talk about what they're working on, the products they're building or business strategy, instead of what does it feel like to be a woman in tech, or the only woman in the meeting room. Those conversations are valid, but I think we've heard a lot of those, and the community can benefit if they're just listening to what they're working on. >> It's great to get the education out there. So I have a question for you, I'd love to ask this. But I never really had a, talk about software engineering on theCUBE, what's the style difference in coding, do that's talked about, are women, do they code differently? Is it, probably neater, cleaner, is there biases in coding in that come into, because. >> I'm not aware of (laughs) difference like that, but, you could find that out if you run a script on the GitHub projects but, I don't think it affects. >> People don't, they don't talk about that, do they? >> They don't talk about that, and I certainly haven't experienced anything like that, and I learn from my coworkers and they learn from me. >> Now what are you working on at Microsoft? >> I am at Microsoft Research earlier this year, so what I work on is adding AI features to our existing products, like Outlook and Dynamics, so yeah. >> And I want to switch gears and talk about the podcast a little bit. So, I'm curious what was your inspiration to start it, and had you done podcasts before or did it just feel right, like this is the time to do something? >> I hadn't done a podcast before, but I had listened to a lot of shows. And the initial motivation of this is, at Microsoft where I work, they have this Meet Our Leader series, where they bring men and women in a leadership position. The audience is mostly women, and I was tuning in there by Skype, and there's 200 people listening to them plus people in the room, and they're asking questions about what's our business strategy or technical questions, so I'm like, women want to know about these things, and then in addition to that I noticed some women, technical women, they list on their website, I love giving talks, just not the diversity talk or the lady panel, I've given it several times, I just want to talk about cloud computing or the things that I work on. And then I looked if someone was doing this already, a show like this. I didn't find it, so I started it, and it helped that I listened to other shows. >> I mean I find when I talk to a lot of my women friends that are technical, sometimes CTOs and higher, and even down in programming, they don't want to, they just want to talk about what they're working on. They don't want to be the, that woman in tech on the panel, I've had a friend said to me privately over the weekend at a party, I don't, am sick and tired of being called and them saying, I need a woman on a panel. >> Yeah. >> I mean, it's kind of like a backlash, but they also feel obligated to do it. >> Yeah. There's kind of a new culture developing. Talk about that, and what that kind of conversation's like in your world. >> Well what I've heard, for example Sheryl Sandberg I think has said, there, we will reach a point someday where we won't be called a female CEO or a woman engineer, it would just be engineer. So, that's our goal, to just lose that label at someday, right now, the show has the label because I'm raising awareness of having them talk about technical topics. As more people hear about them, it's just going to be natural and normal like, sure I learned from Nicole about Kubernetes, and then men are also listening to the show, which I think benefits a lot the community. >> I have two daughters, one's in high school, one's in college, one's at Cal, and they're techies, they're science, they like science, not coding yet. Their mom doesn't want them to be like me and code, but, so they're, but they're-- >> Just give them the choice >> I said hey, do you do Cube interviews, it's also an option. But in their culture, when I ask them about this, they're like, we don't think about it. So there's a, at their level, they're all in school together and it's interesting, I think a time is coming now where the awareness is putting the old guard pressures away, there's still some bad behavior, no doubt about it, I see it everyday and it's being called out, thank god, but now it's just like, you're a person in tech. >> Exactly. >> So I think respect is the number one, respect for the individual is something that we always preach, independent of who the person is, male, female, whatever. >> Yeah, exactly, and we will reach that point soon, I hope so, where we lose the label. >> So you're 77 episodes in, I'm also a listener, I learned a ton from it, you have brilliant people on every week. I really admire you for that because I know how hard it is to produce a podcast. What are some of the things you didn't know before starting a podcast that like, oh wow, that takes more energy than it looked like at the time. >> That's a good point, yes. The very first few interviews that I did, I didn't take into account how the guest would respond. So I prepared the questions in advance, and then I would think, this is going to be a two-minute answer, but the person just ended up saying yes, no, or sure, that's a big problem, and I was counting on it to be more, so I needed to prepare in that aspect and what helps is just, if they've already given talks, just look them up on YouTube or find all their interviews they've done, just to get a sense of how they talk. There's also people that tend to give super long answers, and you need to prepare for that, how you're going to handle it. >> I noticed you had someone from Bitnami came by recently, was that Erica? >> Erica Brescia came on the show a few months ago, the COO of Bitnami, and in that episode we focused a lot on entrepreneurship, she came out of YC, so sort of building Bitnami to where it is, and today I interviewed the engineering manager of Bitnami, and she talked about Kube apps and all this security aspects. >> What are some of the innovations you're seeing in your interviews? Can you highlight some examples recently that jump out at you, that are, lot of innovation coming from these ladies, what are some of things that they've done? Shine the light on some of the awesome highlights from your guests. >> One of my favorite ones is Rachel Thomas, she works at Fast.ai, what she works on is bias in machine learning. Machine learning is about learning from your data, but I've heard, this woman at a conference bring it up, like, if I'm a minority, I'm a minority in the data. So you need to take that into account. So there's a lot of people working in the space. That was a really cool project I think. >> Data driven analysis. >> Yeah, but sort of, considering that bias that can be in that data, and make sure your data is better. So for example, it's a known fact that there's a lot of men in the technology field, so if you're going to get job recommendations, if a person like me, Mexican, I studied computer science but if I'm a minority in the dataset, maybe I'm not going to get the recommendation. I'm not saying that how it works, but that could potentially be an issue. >> It's a statistical fact. >> Yeah, but if you don't take that into account in your system, maybe women are not getting job recommendations, of openings. >> That's a good point. >> So, it brings up-- >> That's a really powerful observation, right, and I was curious, as a software engineer, software engineering is your craft and podcasting is your hobby, how has podcasting influenced your software engineering skills? Because ultimately that's the path you're going down career-wise. >> Well a big part of software engineering is about talking to your team and going to meetings, talking about solutions. Podcasting has help me a lot, improve my soft skills. For a period of time I was editing my own shows. One thing that I noticed is when I was talking to my guests, I'm listening to my recording, when I would say an idea, I would tend to lower my voice. So I noticed that, and then I said to myself, I'm probably doing this in the meetings at work, and then, I work-- >> What an amazing insight, right, like now you're seeing how you're presenting yourself in front of other people in technical ways and then you get to bring that into your work. >> Yeah, whenever I would say an idea I would just be like, what happens if we do this instead? That was like I have to-- >> That's a great example of self-awareness, right, I mean, everyone should do that, listen to their, look at their actions. >> Yes, so it helps with the soft skills. And it also helps if you're working in a certain area of software engineering, and you want to find out more about it, you can decide to do more shows on that and just share that with the community that women are working on this. >> It's great to see you have some Cube alumni like Erica on, we interviewed her on theCUBE at Google Next a few years ago. Share some coordinates, when does the show go out, when do you record it, does it ship on a regular cadence, share a little information. >> The show is released weekly. I publish Monday evenings, but I share it on social media on Tuesday mornings, so if you're subscribed, you would get it Monday evenings. >> Good for the week, running, on the bike, in the car. >> It's 30 minutes. >> Any video podcasting coming? >> I don't have any video, no. >> Lot more editing required, trust me on that one. Cool. What's the most exciting thing that you're working on right now? You have the podcast, which is a super cool hobby, great to get those voices out there, so congratulations. But at work, what are you working on? >> Yes, well like I mentioned earlier, I work on a team it's a team under Microsoft Research, a lot of it, we don't know what people working on there, but, my team works closely with product teams. So we're adding AI features to Outlook and Dynamics CRM. Just to increase the productivity aspect, in this sense. >> So you're bringing applied R and D to the product groups, mostly AI? >> Yes, yeah. >> What's the coolest thing in AI that you like? >> Oh wow, well I really like recommendation systems and things like that. >> All right, well thanks for coming on theCUBE, really appreciate it, The Tech Women podcast here, they got a booth over there. Doing great interviews, here's at theCUBE we're doing our share. Two days, the second day of live wall to wall coverage. Be right back with more live coverage, in Austin Texas. You here the music, this is the big D, Texas here in Austin Texas. More live coverage, that's Dallas, we're in Austin. Be right back with more live coverage after this short break. (futuristic music)