>>live from Orlando, Florida It's the cue covering Microsoft Ignite Brought to you by Cohee City. >>Welcome back, everyone to the Cubes Live coverage of Microsoft IC night here at the Orange County Convention Center in Orlando, Florida I'm your host, Rebecca Knight, coasting along side of stew. Minutemen >>were joined by Patrick Moorehead. He is the founder and principal principal analyst. Atmore Insights and strategy Thank you so much for returning to the Cube. You're a good friend of the queue. >>Thanks for having me on. I mean, it's a great show, and I literally look for the Cube everywhere. >>Very nice. You >>do about 40 events year, and I'm pretty sure you're in >>about exactly, exactly. >>We've got a few more for you to cut. Come Thio. Yeah, in the other place. Year is >>not over. So so many announcements. Today, an 87 page book from From the Microsoft comes team. One of the things that is getting a lot of attention is azure arc. Satya Nadella himself said, I am so excited about this. This marks the beginning of hybrid computing. What are your first impressions of it, and are you able to see the immediate of differences between Stack and an arc >>S o. I think I would say completely expected. Uh, we're out of this drunken sailor mode where everything's going to the public cloud. Oh, my gosh. And everybody is toast. Who's not doing this? Okay, And now we're in this somewhat sober right where 80% of the workloads are still on Prem. And 20 of those have gone on to either SAS or I as or pass, but it's expected now. Microsoft already had a full stack i e azure stack, but this takes it up a notch because you been deployed arc anywhere on anybody's cloud. They even showed a demo of doing backups to eight of us. So whether it's on Prem, and I'm sure they're gonna show it running on GC, Pia's well >>so Patrick, For for a number years we've been saying, When you line up the big hyper scale er's and say who's doing well, a hybrid. Microsoft's been at the top of the list there because they have a strong footprint in my data center. Microsoft gave everyone the green light to go. Do sass is much you can because they're pushing everybody toe. 03 65. And, of course, Azure is growing in, You know, one of the leaders in Public Cloud. The announcements this week were compelling, but it may be kind of rethink is that I think you laid it out well and said, But we've been talking about hybrid cloud your number years, but we're not really there. So you are. It's a first piece. It's only in tech preview. I think you're saying for a singular application, which is databases. That's right. When you look out there and you see you know the VM wear on AWS Azure, Google, Oracle, IBM, you look a AWS with outposts and those things. How is Microsoft doing today at delivering for what customers need, you know today and moving forward on their cloud journey? >>So Microsoft was first out of the gate with azure stack, right? They were doing hybrid before it was cool. It was interesting for about two years when they were rolling in outer building it they weren't talking about it. So I was thinking, Wait a second, is it not catching on, or do they want to put more on the big cloud azure? But in fact they have been diligently working behind the scenes. And while they had to show Wall Street this Hayward, the public cloud, they were actively building out their hybrid opportunities. And I do believe that when it comes to the slice of hybrid they are leading right now. Now it depends on where you start. I guess where I do is their leading if you have a major public cloud. Okay, eight of us, obviously there were the outposts, and everybody in the audience were all in the audience. We gasped when Andy Jassy brought that out. We kind of knew something was being worked on and focus a CZ well. And I think to be a credible player you have tohave both implementations, going one way and going the other, being able to work with other people's clouds but also noticed everybody has their single pane of glass strategy. If you want to go all in on Microsoft, you have arc on dhe. That's really the classic Microsoft embrace and extend. >>Yeah, Patrick, you said, all in on Microsoft. And if I if I look at the enterprise, you've obviously got some Microsoft. There's probably some things you're doing. An azure right, You're you're running. 03 65. You know, there's lots of pieces in the more Microsoft portfolio, but most people aren't all in on anything today. That's right, The same thing. I looked at Antos and said in Google Cloud or in my data center shore. But anthros on AWS And >>no Veum no, no virtualized applications on Antos either. >>So the same question for Microsoft is if I'm in a W s, you know, have a big footprint of AWS. Is this gonna fly or you know what? What? What's your what's your take >>s? So it's funny where I've wound up after 30 years of doing this stuff is there's always gonna be a lock in. You just have to pick the lock and that you want. Some people are comfortable with an A p. I lock in. Some are comfortable with a hardware lock. In some people are comfortable with a development environment, and you're gonna pick one. Just what is it gonna be? The reality is in a Fortune 500. You're gonna have multiple panes of glass using to determine which two or which three are you comfortable with? Maybe all the panic last for deployment. Maybe we'll have a panic glass for ops. The interesting thing that I'm really looking for, though, is where this heads with multi cloud. Because I believe at least to my definition, multi cloud is kind of fiction if you talk about actually managing it because Dev ops are cool. But you know, when you got a multi cloud, you break Dev and you break ups. So this is a way Arc is a way to keep. If you buy into their Dev and the Rapps and their security, you would go all in on our. >>So I'm actually interested in what you were talking about with Microsoft going sort of working behind the scenes to Wall Street, presenting this one thing but really working behind the scenes and then talking about being at the conference in everyone, gasping at Andy Jassy how much our company's really paying attention to every birth of these companies in terms of their competition with each other to to be number one. >>Oh, they'll all say that they don't track the competition, but they all say they all have these massive competitive teams that are operating in a real time and I guarantee you all of Microsoft's competitors Aire watching all these are are here on doing that. Now I think the best companies are looking forward trying to change the game if they have to change the game. Trench vendors are really have been playing catch up mode, right? If you were 100% on Prem and you were talking about the public cloud, you're gonna be in trouble. I think, actually, oracles a great example of they're in trouble, particularly with I s I c databases of service. But it's like too little, too late. And I think they're paying the price right >>now. Patrick A Thanks for teeing up the Oracle piece because one of one of the topics that saga repeatedly talked about in the keynote was trust. It's actually the exponential t to the environment. If you talk about the ecosystem. Microsoft. If you look at the hyper scale, er's is probably more trust in others. We talk about people wanting to break up cos well, you know, we tried to break up Microsoft back years ago way know what happened there, and Oracle was up on stage it Oracle openworld saying you want to run or go on the cloud. Here's Azure. There are partner. We actually think that was a keep east of the jet ideal eyes enabling that environment. So the question I have for you is first, Do you agree that the ecosystem believes that Microsoft is more trusted? But what about customers? I think you actually made a tweet about it, right? Because I wonder, you know, historically speaking, Microsoft was not the most trusted. It was the one that, you know, I was right behind Oracle esta who I spent the most. Licensing money to Microsoft has changed. Are they trusted partner for companies building their strategy? >>I have to say, based on the last, we'll call it five years level of Microsoft Trust has raised. And there are other players who make Microsoft look like the super trust zone. Okay, I mean, in what they're maybe what they're doing in a breaking consumer privacy, Let's say, 95% of your businesses advertising right. >>Let's just say what you imagine this right? >>Having commercial offerings that are SAS offerings out there. I think you do have to ask the question, but But listen, I think, um, nobody's mother Theresa here. Okay, Everybody's trying to get business, but I do believe particularly Cincinnati has been here. Level has trust has has gone up, and I hear it from clients that I that I meet with all the time other people are on the naughty list for sure. Even those 95% advertising companies who haven't, let's say, done something. That's horrible. But it's just the notion that something could go wrong. I mean, enterprises, they're slow to adopt their very conservative and makes great fun. >>Exactly So. Well, one of the other big announcement is power platform, not water. What are you What are your impressions of this? I mean, is it is it just semantics? I mean, is this just really the umbrella of a lot of things we've seen before? Or is it something new and different? >>So we wait, did see some brand changes of name changes, but we did did see Cem Cem riel movement here. I like to put even though they're different. I like to put a B I dynamics 3 65 and power kind of in the same region because it's Hey, I'm teeing up. Um, hr at for you or C R Ram, But then you're gonna build APS on top of that. And that's what where power comes into play, I think the r p a portion was relatively new and what they brought out. But I wouldn't say this was the big news rollout for, uh, for power. I do think, interestingly enough, is it is it is their largest growth area. If you think about what? Let's a sales force tracking up. What s a P is doing out there? Even a work day? That is, if I look at the cubic dollars that are available, that is their first or second business driver. So I was expecting a little bit more news here. How about you? >>Well, I mean, I I'm I'm just the host here. You're the analyst. You know what you're talking about? I think that how I mean, what do you think? Do? >>Yeah. No, Patrick, you know, from people I've been talking to, there's a mixture of some of it was pulling everything together, but there is a rapid movement. You know, when I talked to the r p. A vendor's out there, it's not right. It's not like they're all quaking in their boots. They're still partner with Microsoft shirt. We see IBM in S A p. Everybody's going after that environment. Come on. Our P a is the gateway drug to a I ITT. It's Rebecca was at exactly show recently talking about that so back to that trust. Their Microsoft is not usually making announcements that you walk across the booth and there's a few people you know saying, Can we roll out the beer early? Because we think our business is ruined. That's where some of that trust isn't Microsoft. But that being said, you know, it was curious to me that they didn't have any big partnerships announcement last year. McDermott was up on stage on Dhe. You know he's changed companies since then, but there was a couple of small open source announcements, but not any large partnership announcement. So ecosystem majorly important. Any commentary from you how Microsoft is doing in that grand battle for you? >>So if I look the past couple of years when some of the biggest players CEOs were on stage right, it was about OD I Hey, let's share our data s a P, probably one of the bigger one even though they're doing with Salesforce's. Well, and I think that was a giant giant leap for folks and second of all way, working to see Larry on stage. Because by the way, that I agree with you on Jen. I That was a huge deal to me. Was Oracle outsourcing? I asked Asher, right, That would have been newsworthy. Okay, if I look at what could have been up here, not that there aren't more strategic deals that could be done. I think they're I think people are busy executing at this point. But if you look at who's gonna share the data without the eye that was the biggest. Working with different clouds. Well, we're not gonna get eight of us to get up on stage here, right? We're not gonna get G c. P here on stage, although, although we could have gotten WebEx up stage because apparently WebEx at a Cisco and teams are becoming friends. And maybe we'll see that on a slightly smaller stage >>enterprise connect kind of launch than it is a Microsoft show. >>Exactly. But I was surprised, you know, and I think it's a testament to how powerful teams actually is on. It's funny when, um um teams, which everybody thought was dead after Slack was announced and hang out with Google has actually ended up being the darling off the enterprise. And not just because it comes free with your M one subscription, right? It's really it's a good product. It's a shockingly good product. You don't have to do any of the any security. If you have any security challenges of anything in Microsoft, you'll avenues you here. But that's not the case. It all uses the back and of Microsoft for security and and regulatory. So anyways, I know I'm veering off here. But there was one partner announcement that I saw. It was Cisco WebEx being friends with teams. >>Can't we all just get along? I mean, there we go. When there's money, everybody exactly every continually we can't. It's too >>expensive to go out on your own. >>Patrick always so much fun to have you and I should having you. I'm Rebecca Knight. For Sue Mittleman, >>stay tuned For more of the cubes, live coverage of Microsoft ignite

>> Announcer: From Austin, Texas, it's theCUBE Covering Pure Storage Accelerate 2019. Brought to you by Pure Storage. >> Welcome back to theCUBE, Lisa Martin live on the Pure Accelerate floor in Austin, Texas. Dave Vellante is joining me and we're pleased to welcome a couple of guests from Core Scientific for the first time to theCUBE. We have Jim Benedetto, Chief Data Officer and John Curran, the SVP of Business Development. Gentlemen, welcome to theCUBE. >> Both: Thank you. >> Pleasure to be here. >> So John, we're going to start with you. Give our audience an overview of who Core Scientific is, what you guys do, what you deliver. >> Sure, well, we're a two year old start up. Headquartered out of Bellevue, Washington and we really focus on two primary businesses. We have a blockchain business and we have an AI business. In blockchain, we are one of the largest blockchain cryptocurrency hosting companies in North America. We've got facilities, four facilities in North Carolina, South Carolina, Georgia, and Kentucky. And really the business there is helping companies to be able to take advantage of blockchain and then position them for the future, you know. And then on the AI side of our business, really we operate that in two ways. One is we can also co-locate and host people, just like we do on the blockchain side. But primarily, we're focused on creating a public cloud focused on GPU centric computing and artificial intelligence and we're there to help really usher in the new age of AI. >> So you guys you founded, you said two years ago. >> Yes. >> From what I can tell you haven't raised a ton of dough. Is that true or are you guys quiet about that? >> John: We're very well capitalized. >> Okay, so it hasn't hit crunch base yet. >> Yeah, no. So we're a very well capitalized company. We've got, you know, to give you-- >> 'Cause what you do is not cheap. >> No, no, we've got about 675 megawatts of power under contract so each one of our facilities is about 50 megawatts plus in size. So no, it's not cheap. They're large installations and large build outs. >> And to even give you a comparison, a standard data center is about five to 10 megawatts. We won't even look at a facility or a plot of land unless we can supply at least 50 megawatts of power. >> So I was going to ask you kind of describe what's different between sort of blockchain hosting at conventional data bases or data centers. You kind of just did, but are there other sort of technical factors that you guys consider? >> Absolutely. We custom build our own data centers from the ground up. We've got patent pending technology, and if you look at virtually every data center in the world today, it's built with one thing at it's core and that's the CPU. The CPU is fundamentally different than the GPU and if you try to retrofit CPU based data centers for GPUs you're not going to fully maximize the performance and the capabilities of the GPU. So we build from the ground up data centers focused with the GPU at the center and not the CPU at the center. >> And is center in quotes because I mean, you have all this alternative processing, GPUs in particular that are popping up all over the place. As opposed to traditional CPU, which is, okay, just jam as much as I can on the real estate as possible, is that a factor? >> Well there's also a lot, the GPU at the center but there's also a lot of supporting infrastructure. So you got to look at first off the power density is very, very different. GPU, they require significantly a lot more power than CPUs do and then also just from a fluid dynamic prospective, it's very, the heating and cooling of them is again fundamentally different. You're not looking at standard hot, cold aisles and raised floors. But the overall goal also is to be able to provide a supporting infrastructure, which is from an AI ready design, is the interconnected networking and also the incredibly fast storage behind it. Because the name of the game with GPUs is different than with CPUs. With GPUs, the one thing you want to do is you want to get as much data into the GPU as fast as possible. Because compute will very rarely be your limiting factor with the GPU so the supporting infrastructure is significantly more important than it is when you're dealing with CPUs. >> So the standard narrative is, well, I don't know about cryptocurrency but the underlying technology of blockchain has a lot of potential. I personally think they're very much related and I wonder if you guys can comment on that. You started during the real, sort of the latest, most recent sort of big uptick, I know it's bounced back in cryptocurrency and so must you must've had a lot of activity in really, in your early days. And then maybe the crypto winter affected you, maybe it didn't. Some of those companies were so well capitalized, it was kind of their time to innovate, right? And yeah, there were some bad actors but that's really not the core of it. So I wonder what you guys have seen in the blockchain market. We'll get to AI and Pure and all that other stuff but this is a great topic, so I wonder if you could comment. >> So you know, yes, there's certainly classicality in the blockchain market, right? I think one of the key things is being well capitalized allows you to invest through the down turns to position to come out stronger as the market came out and you know, we've certainly seen that. Our growth in blockchain continues to really be substantial. And you know, we're making all the right strategic investments, right? Whether it's blockchain or AI, because you have such significant power requirements you know, you got to be very strategic about where you put the facilities. You're looking for facilities that have large sustained power capabilities, green. You know we've seen carbon taxes come in, that'll adversely affect folks. We want to make sure we're positioned for long term in terms of the capabilities. And then some geo political uncertainty is certainly affected, you know. The blockchain side of the business and it's driven more business to North America which has been fantastic for us. >> To me you're hosting innovation, you're talking blockchain and AI and like you're saying include crypto in there, you have some cryptocurrency guys, right? >> We do blockchain or cryptocurrency mining for ourselves as well. >> For yourselves, okay. But so my take on it is a whole new internet is being built and the crypto craze actually has funded a lot of that innovation. New protocol, when's the last time, the protocols of the internet, SMTP, HTDP, they're all government funded or education funded, academic institutions and the big internet companies sort of co-opted them. So you had a dirt of innovation, that's now come back. And you guys are hosting that innovation, that's kind of how I look at it. And I feel like we've seated the base and there's going to be this massive explosion of innovation, both in blockchain, crypto, AI automation and you're in the heart of it. >> Yeah I agree, I think cryptocurrencies or digital currencies are really just the first successful experiment of the blockchain and I agree with you, I think that is is as revolutionary and is going to change as many industries as the internet did and we're still very in a nascent stage of the technology but at Core, we're working to position ourselves to really be the underlying platform, almost like the alchemy of the early days of the internet. The underlying platform and the plumbing for both blockchain and AI applications. >> Right, whether it's smart contracts, like I say, new innovation, AI, it's all powering next generation of distributed apps. Really okay, so, sorry, I love this topic. >> I know you do. (laughs) >> Okay so where do these guys fit in? >> John: So do we. >> I mean, it's just so exciting. I think it's misunderstood. I mean the people who are into it are believers. I mean like myself, I really believe in a value store, I believe in smart contracts, immutability, you know, and I believe in responsibility too and that other good stuff but so. >> Innovation in private blockchain is just starting. If you look at it, I think there's going to be multiple waves in the blockchain side and we want to be there to make sure that we're helping power and position folks from both an infrastructure as well as a software perspective. >> Every financial institution, you got VMware doing stuff, Libra, I love Libra even though it's getting a lot of criticism, it just shined a light on the whole topic but bring us back to sort of commercial mainstream, what are you guys doing here, what's going on with Pure? >> So we have built, we're the first AI ready certified data center and we've actually partnered very closely with Pure and INVIDIA. As we went through the selection process of what type of storage we're going to be using to back our GPUs, we went through a variety of different evaluation criteria and Pure came out ahead and we've decided that we're going with Pure and we, again, for me it boils down to one thing as a Chief Data Officer is how much data can I get into those GPUs as fast as possible? And what you see is if you look at a existing, current Cloud providers, you'll see that their retro fitting CPU based centers for GPUs and you see a lot of problems with that where the storage that they provide is not fast enough to drive quote unquote warm or cold data into the GPUs so people end up adding more and more GPUs, it's actually just increased GPU memory when they're usually running around a couple percents, like one or two percent, five percent compute but you have to add more just for the memory because the storage is so slow. >> So you, how Jim you were saying before when we were chatting earlier, that you have had 20 years of experience looking at different storage vendors, working with them, what were some of the criteria, you talked about the speed and the performance, but in terms of, you also mentioned John that green was, is an important component of the way that you build data centers, where was Pure's vision on sustainability, ever green, where was that a factor in the decision to go with Pure? >> If you look at Pure's power density requirements and things like that, I think it's important. One thing that also, and this does apply from the sustainability perspective, where a lot of other storage vendors say that they're horizontally scalable forever but they're actually running different heads and in a variety of different ways. Pure is the only storage vendor that I've ever come across that is truly horizontally scalable. And when you start to try to build stuff like that you get into all the different things of super computing where you got, you know, split brain scenarios and fencing and it's very complex but their ability to scale horizontally with just, not even disc, but just the storage is something that was really important to us. >> I think the other thing that's certainly interesting for our customers is you're looking at important workloads that they're driving out and so the ability to do in place upgrades, business continuity, right, to make sure that we're able to deliver them technology that doesn't disrupt their business when their business needs the results, it's critically important so Pure is a great choice for us from that perspective and the innovations they're driving on that side of the business has really been helpful. >> I read a stat on the Pure website where users of Core Scientific infrastructure are seeing performance improvements of up to 800%. Are you delighting the heck out of data scientists now? >> Yeah, I mean. >> Are those the primary users? >> That is, it again references what we see with people using GPUs in the public Cloud. Again, going back to the thing that I keep hammering on, driving data into that GPU. We had one customer that had somewhere 14 or 15 GPUs running an analytics application in the public Cloud and we told them keep all your CPU compute in one of the largest Cloud providers but move just your GPU compute to us and they went from 14 or 15 GPUs down to two. GV-100 and a DGX-1 and backed by Pure Storage with Arista and from 14 GPUs to two GPUs, they saw an 800% in performance. >> Wow. >> And there's a really important additional part to that, let's say if I'm running a dashboard or running a query and a .5 second query gets an 800% increase in performance, how much do I really care? Now if I'm the guy running a 100 queries every single day, I probably do but it's not just that, it's the fact that it allows, it doesn't just speed up things, it allows you to look at data you were never able to look at before. So it's not just that they have an 800% performance increase, it's that instead of having tables with 100s of millions of rows, they now can have tables with billions of rows. So data that was previously not looked at before, data that was previously not turned into the actionable information to help drive their business, is now, they're now getting visibility into data they didn't have access to before. >> So you're a CDO that, it sounds like you have technical chops. >> Yeah, I'm a tech nerd at heart. >> It's kind rare actually for a CDO, I've interviewed a lot of CDOs and most of them are kind of come from a data quality background or a governance and compliance world, they don't dress like you (laughs) They dress like I do. (laughs) Even quite a bit better. But the reason I ask that, it sounds like you're a different type of CDO, like even a business like yours, I almost think you're a data scientist. So describe your role. >> I've actually held, I was with the company from the beginning so I've held quite a few roles actually. I think this might be my third title at this point. >> Okay. >> But in general, I'm a very technical person. I'm hands on, I love technology. I've held CTO titles in the past as well. >> Dave: Right. >> But I kind of, I've always been very interested in data and interested in storage because that's where data lives and it's a great fit for me. >> So I've always been interested in this because you know the narrative is that CDOs shouldn't be technical, they should be business and I get all that but the flip side of that is when you talk to CDOs about AI projects, which is you know, not digital transformation but specifically AI projects, they're not, most CDOs in healthcare, financial services, even government, they're not intimately involved, they're kind of like yeah, Chief Data Officer, we'll let you know when we have a data quality problem and I don't think that's right. I mean the CDO should be intimately involved. >> I agree. >> In those AI projects. >> I think a lot of times if you ask them, you ask, a lot of people, they'll say are you interested in deploying AI in your organization? And the answer is 100% yes and then the next follow up question is what would you like to do with it? And most of the time the answer is we don't know. I don't know. So what I have found is I go into organizations, I don't ask if people want to use AI, I ask what are your problems and I think what problems are you facing, what KPIs are you trying to optimize for and there are some of those problems, there are some problems on that list that might not be able to be helped by AI but usually there are problems on that list that can be helped by AI with the right data and the right place. >> So my translation of what you're asking is how can you make more money? (laughs) >> That what it comes down to. >> That's what you're asking, how can you cut costs or raise revenue, that's really ultimately what you're getting to. >> Data. >> Find new customers. I think the other interesting thing about our partnership with Pure and especially with regards to AIRE, AIRE's is an exciting technology but for a lot of companies is they're looking to get started in AI, there's almost this moment of pause, of how do I get started and then if I look at some of the greatest technology out there, it's like, okay, well now I have to retrofit my data center to get it in there, right. There's a bunch of technical barriers that slow down the progression and what we've been able to do with AIRE and the Cloud is really to be able to help people jumpstart, to get started right away. So rather than you know, let me think for six months or 12 months or 18 months on what would I analyze, start analyzing, get started and you can do it on a very cost effective outback's model as opposed to a capital intensive CAMP-X model. >> Alright, so I got to ask you. >> Yeah. >> And Pure will be pissed off I'm asking this question because you're talking about AIRE as a, it's real and I want some color on that but I felt like when the first announcement came out with Invida, it was rushed so that Pure could have another first. (laughs) Ink was drying, like we beat the competition but the way you're talking is AIRE is real, you're using it, it's a tangible solution. It's a value to your business. >> It's a core solution in our facility. >> Dave: It's a year ago. >> It's a core thing that we go to market with and it's something that you know, we're seeing customer demand to go out and really start to drive some business value. So you know, absolutely. >> A core component of helping them jumpstart that AI. Well you guys just, I think an hour or so ago, announced your new partnership level with Pure. John, take us away as we wrap here with the news please. >> Yeah, so well we're really excited. We're one of a handful of elite level MSP partners for Pure. I think there's only a few of us in the world so that's something and we're really the one who is focused on bringing ARIE to the Cloud and so it's a unique partnership. It's a deep partnership and it allows us to really coordinate our technical teams, our sales teams, you know, and be able to bring this technology across the industry and so we're excited, it's just the start but it's a great start and we're looking forward to nothing but upside from here. >> Fantastic, you'll have to come back guys and talk to us about a customer's who's done a jumpstart with ARIE and just taking the world by storm. So we thank you both for stopping by theCUBE. >> Absolutely, we'll love to do that. >> Lisa: Alright John, Jim, thank you so much for your time. >> Thank you. >> Absolutely. >> John: Really appreciate it. >> For Dave Vellante, I'm Lisa Martin, you're watching theCUBE from Pure Accelerate 2019. (upbeat techno music)

>> Live from San Diego, California It's the queue covering Sisqo Live US 2019 Tio by Cisco and its ecosystem barkers. >> Welcome back to the cubes Coverage of Day One of Sisqo Live from Sunny San Diego on Lisa Martin, my co hostess, student, a Man and Stewart Air. Pleased to welcome a couple of guests from this Cisco platform in Solutions Group, We've got Barbara Half Li, senior director of Business development Barbeque. Great to Have You Iced Beer and Matt Ferguson, director of product development. Matt, Welcome. >> Thank you. Nice to be here. >> So we appreciate you guys being here right at the start of happy hour here in San Diego. Thank you. Some our drinking water. Right wing quick. Just getting so, Barbara. So here we are at this's the 30th year Cisco's partner and customer, then a lot. A lot happens in 30 years. A lot of change here we are customers in every industry, living in this multi cloud hybrid world for many reasons. >> What are some >> of the things from the business perspective that you're hearing from customers? What are they looking to Sisko to do to help them traverse this new multi cloud world successfully. >> Yeah, well, one of the things that we hear customers tell us often is how doe I manage this landscape. Many people think of the cloud is just Oh, I've got a public cloud or oh, I'm gonna have my cloud on primp. But really, with the explosion of devices and I ot right, people want to know. How do we take that data from the edge from the edge? What do I do with that data? Do I put it up in a public cloud immediately? Do I bring it back to do some kind of analysis on that data? Is it goto a polo? Does it come to the branch doesn't go to the headquarters and that lance games very complex. So you look across that landscape and as customers of either proactively adopted the public cloud or had to adopt multiple clouds because of acquisitions, they've made this lands. Skip just gets incredibly complex very, very quickly. So when people come to Cisco, they basically looking for a couple of things. Number one security. Because putting the security wrapper around all of that right, it becomes paramount. People lose their jobs if they're data isn't protected, so they want help with their security. They also want to know what's the best cost mix, right? How do I have the right options available to me? But the other thing they really want is speed of innovation. I mean, we hear this over and over and over. I talked to a bank the other day. 100 year old bank, right? You think 100 year old bank, um, speed of innovation may not be top of their priority, but absolutely. I walked in and they held up the phone and they said, Our competitors Aire delivering capabilities faster for the mobile user. And every time our competitors releases a new application or a new feature, I lose market share. So it isn't about cost savings anymore. It's about speed of innovation, even for 100 year old bank. When they come to Cisco, they want to know, Can you help secure this landscape? Can you give me speed of innovation? And then, of course, every cloud started the networking layer as well, right? So what innovation Cisco doing on the networking site? So these are some of the things that's customers come to Cisco and they ask us, what can you do for us and the help that they want? It comes back to innovation every time. >> Barbara. Actually, I've talked to some of those homes year old cos they need it more than ever, because that five year old bank doesn't have all the legacy and they're already moving is fast. But it's an interesting point. Matt. You know, we've been tracking community since the early days. This year, it finally feels like it's gotten to a certain maturity level, such that I've talked to a number of customers talking about how that is a lever for their digital transformation, how they're modernizing their application for portfolio and not just, you know, the, you know, making of the sausage of how this, you know, container orchestration, layers going toe, you know, do something that most people won't understand. It's that connection with the business kind of building up. What what? Barber says. They're bring us inside a little bit more. You know the community's piece of that, >> Yeah, it's absolutely been tremendous to see the CNC F and Kume con absolutely just take off on the number of people that are attending. I think humanity's as as a technology is really starting to hit its stride in the mainstream. It's a combination. I think of a number of factors. You have the developer community that's starting to really sort of embrace containers as they sort of re fact to their applications. So you have that going on, and then you have the ops persona or the people that actually have to manage and deploy the Cuban in these clusters that are starting to dive in and go waken. Take this on. We know what it means to actually manage a Cuban aunties cluster. The thing that what we're bringing, I think at Cisco is, ah, a curated staff. The opinionated stack, the ability to manage those clusters ability to actually deploy those clusters, whether it's on prime in the private in the private cloud, or leveraging the AP eyes that eight of us or Google or azure would publicly provide so that you can manage those clusters in the in the actual public's places. Well, so you have a combination of factors that are starting to come together. They're really sort of said, This is the opportunity, and we're starting to see it happen right now, >> how would container ization looking at that example, that Barber gave up 100 year old bank needing to transform quickly. Otherwise, there there's so much competition, but not from your perspective. How what are some of the biggest advantage is that a legacy organization like 100 year old make is going to get by adopting containers. >> Yeah, so containers is one thing. So speed of innovation where they actually have to take their application. Shins. Let's, for example, as a developer, you're have taken your monolithic applications re factor than into micro services. Now you have one piece of code turning into multiple different pieces of code in containers. Now what you have to do is you have to manage those containers, and that's where Cuban aunties comes in to be ableto orchestrate. Those containers in Google has really sort of offered this technology to the community, and that's where I think you know. You have the history of Google's, you know, operational sort of expertise, the open source ability to take uber Netease and then Sisko to sort of wrap around the lifecycle management of those containers so that you can not think about how, like note operating system, the doctor run time, all the pieces that make up that stack and let the developers just focus on their code. And that's really what we're trying to do is enable the developers to focus on their code and not have, you know, on entire team of folks managing the cluster itself. >> So, Barbara, it's an open source community. There's a lot of partners involved. So what leads customers? Teo, turn to Sisko for these type of solutions. What differentiates them >> when you when you look at a company trying to do it on their own, I'm going to go do it is a service I'm gonna offer. Containers is a service right to do it on their own. Could take a year or more. I talked to a entertainment company the other day, and they had been working on trying to just define the requirements to do a container platform for a year. So if they could come to a company like Cisco and they can buy the container platform, we have as a sass offering, have it up and running in a matter of hours, which we have presidents of it running up in a couple of couple of dollars and then delivering containers is a service to their constituents. It makes the team a hero, right when you also look at how much it takes to curate that and then maintain it over time, the ability for us to actually consume the changes from the open source community curate that and release it is very fast. So from a nightie perspective, a nightie administrators perspective, you're able to take that offer it to the community, allow them to do development wherever they want to develop, whether it's in the public cloud, whether it's on from but maintain that, control it within the community, then you've got something right, and I mean, that could talk about that, too. But but then he'll agree. When we go to all the customers what our container pop firm does, how it leverages Cooper Netease. How fast we give the updates out to our customers and at the price point, the r o. Why we're talking about a month, two months. It is a pretty phenomenal opportunity for administrators to get something up and running an offering to their community very, very quickly. >> Yeah, no, you bring up some great points. They remember a couple of years ago. When I talk to most customers, it's like, Well, what's your stack? Well, I pull these 35 different tools and I build all this stuff down like and I'm sorry, Don't you remember when we went to Cloud? It's about getting rid of that undifferentiated heavy lifting. Exactly why is this mission critical for your business to build and maintain this stack? And of course, the interest is for most customers out there. I want to consume it in platforms and from vendors that I trust so that I can focus on what's important in my business and drive the those business drivers. So it was a maturity thing for some of those early customers. So that Ari there, I mean, because Sisko, you've got your Cisco Container platform. You partner with the aid of Lewis's Googles. The world. Yeah, you know, Are we getting that point where customers shouldn't need to even think about that? That there's that communities and service measures and all that stuff in the >> middle of the number one goal is simplicity. And and what I would say with the container platform is that we are leveraging the speed of innovation that's occurring at the public cloud. So we're not taking a a curated stack from Cisco and putting it on the public cloud. We're leveraging the speed of innovation that that the public cloud provides. But at the same time, we're also taking that that cluster and we're putting it on prime into a private cloud. And I say Right now you're the point you're making is spot on, You know you don't necessarily in an ice tea shop with developers managing that entire stack from top to bottom, you know, why would you want to do that? And a recent quote that I heard recently was your either purchase or buy the product or you are the product, and I think that's a fascinating way to look at it because, you know, you could do that, you could curate it. You could absolutely, from top to bond curate the entire stock. But what typically happens that we're seeing from customers is well, organisations move on. They might not necessarily know what was built. They might be code that goes, gets older and expires or, you know, gets out of dates. And so now you get stuck in an environment where your not terrified. But there's a nervousness, trepidation of going. I don't know, Let's not break it. If it ain't broke, don't fix it. And that's a lot of times what happens in these stacks. So I think we're absolutely with The CCP and the public file were starting to actually get to that >> barber last question for you talking about the speed of innovation and when you were describing the massively fast R a y that customers can get by working with you guys from the container solution perspective, it's It's a no brainer because we look at some of the things that we know were coming. The wave of connectivity changes. Five. G. WiFi sex. What excites you about how Cisco's story from a container platform perspective is gonna change? Change as you start building and crisis that continued building technologies for these networks that are primarily wireless and incredibly fast. >> I think that's exciting for me is the way we approach the architecture, er way we're looking at certainly being more open. Everything we do, building it with open AP eyes, uh, and and looking across that Francisco stack knowing that at this moment in time, If you would've asked us five years ago Where are you? In cloud, right? If you would've asked us 10 years ago, what are you going to do in cloud? But at this moment in time to look at how we differentiate ourselves Like I mentioned, every cloud started to the network. You've got to secure the entire infrastructure. You've gotta have connectivity between the clouds. Hence the CCP, the container platform, right. You have to have cloud management. You have to have cloud analytics way. Bring all of that together. So if a company has made investments and Cisco in the past, those those investments are going to come forward in this new multi cloud, multi tool man domain landscape. And they can leverage those investments while they continue to invest with Cisco in innovations. And And that's what That's what really excites me. I think also just the world of a I and ML and big data. And how when excites me is that developers Khun develop anywhere they can use all the great tools that are available. And I love the idea that the control is back in the hands of the I T administrator from a compliance standpoint from a governance stand like we're bringing that control back into developers hands while giving the speed of innovation and the ability to develop anywhere back to the line of business in the developers. That combination is just really exciting at this moment in time. >> Awesome. And here we are in the definite zone. This is a massive community of over nearly 600,000. Strong, definite. So imagine all the innovation going on in this room behind us on day one. We'll we thank you both so much, Barbara, and not for joining stew and me on the kid this afternoon. Lots of exciting things to come. Francisco or just the as I think, Chuck said this morning, were just getting started. >> We are just getting started. >> Absolutely. >> Guys are pleasure. Forced to mint a man, I'm Lisa Martin and you're watching The Cube from Cisco Live 2019