live from Las Vegas it's the queue covering Dell technologies world 2019 brought to you by Dell technologies and it's ecosystem partners welcome back everyone to the cubes live coverage of Dell technologies world here in Sin City I'm your host Rebecca night along with my co-host Stu minimun we have Chadds a catch he is the SVP PKS and Deltek Alliance at pivotal thank you so much for coming back on the cube Rebekah it is my pleasure Stu as always this is a big anniversary actually this isn't he I'm glad you brought it up this is this is Mark's 10 years of the cube at Dell technologies world and you're a cube MVP I want to hear you break it down for us would listen down this milestone when when when you guys started doing this I'm not sure whether anyone knew whether there was gonna be a season two but you know I think at these events distilling down what's happening bring in people with diverse points of view you guys have always made it real shared the perspective of the ecosystem challenged us to keep it a no-spin zone which i think is a great formula yeah Chad thank you so much first of all you know one of the things we do come in opinionated but one of the things we want is we want guests with opinions and luckily you've always brought it we love having you on the program and boy have things changed a lot in the last 10 years so I want to get your view on the keynote so I mean Chad you and I go back way we we were colleagues back at EMC I remember when you were acquired into the company we worked on like I scuzzy stuff which nobody even talks anymore of my scuzzy storage networking the dark art of that stuff but VMware was something that you know it really was a lifter for both of our careers I think it was really interesting to see how central VMware is to the strategy that we saw how it fits into multi cloud I just got a note from Dave Volante said you know Pat Geller drew up on there talking about multi cloud and you know let's not think that Microsoft obviates the need for AWS Atos is the first the big cloud and absolutely VMware's working with them so I'd love to get your take on you know VMware and the multi cloud and VMware with delve as opposed to VMware with EMC there's a lot to unpack in that yeah we've got like an hour so the first thing that I think is interesting is that history and context gives perspective but ditch context and dick ditch history and if you think of the now and the market the customer no longer wants servers network storage they don't want virtualization they don't even want things like RDS and ec2 and we still want the emotion right you know the the reality is is that with every customer that I see they're looking for things that only the Giants in increasingly vertically integrated stacks can do so think about the whole keynote through that context right basically you saw Dell EMC and VMware more aligned than ever and again you and I have the history in the context of years of EMC VMware I remember the first time I did a vien the first time played with ESX 3.0 and virtual Center 100 and 200 and going is gonna change the universe but fast-forward to now people are like I want an easy button for the whole stack Dell EMC says this is the common building block VX rail my former baby is now grown up and it's the standardized way to deploy the VMware stack on Brentt Project I mention is moved out of a hypothetical into beta management of that lifecycle as a cloud service and you'll notice that Michael started it in the keynote kubernetes is central to that vision our efforts between pivotal and VMware in the kubernetes universe is singular the objective is to make that whole stack simple to deploy consume grow etc etc now Chad I needed a comment on one thing so I seem to remember back another project you worked on that was going to start as a managed server and that turned into Acadia which turned into VCE which turned into a product because the customer gave very clear feedback that most of them didn't want it so why is it is it different now what's different now what changed in a decade the customer wants the outcome in the historical like you know that's a Wayback Machine right so circa 2010 the way you built a private cloud was an assemblage of server network computes virtualization in separate components delivering that as an outcome as a managed service even for VCE CPS D etc etc there we did it amazingly for about 3,000 customers but it was held together with services and human that's not software what's adapted is that the software-defined data center is now much more mature and it's possible for us to literally roll in a rack of VX rails manage it via dimension do full lifecycle updates not via NRC em but via button click in a window that is necessary for that degree of simplification now if we had stopped there in the keynote we'd be missing the mark because basically the customers have said I want a common multi cloud hybrid cloud operating model with consistent control consistent infrastructure can consistent kubernetes consistent developer abstractions and I thought it was a pretty big deal to see Microsoft join what VMware's been doing with AWS and you know we were there at the Google announcement at Google next you know just a couple weeks back so I think that we're moving into a face to be a little opinionated here where customers wanting an outcome are going to look at Deltek Microsoft Amazon sometimes Google and go tell us how we bring ourselves to the digital future it's interesting because that means what things that people don't like which is vertically integrated stacks they don't like industry consolidation they don't like optionality being reduced but if you want an outcome frankly increasingly what's happening is consolidation at this layer and a blossoming ecosystem above it so so where where where will that bring us I mean I think I think you're absolutely right in you you started talking about how we're sort of putting aside history and perspective and now let's bring it back into the conversation yeah what does that mean I think I think that for human beings watching the era of doing cool things assembling things that run VMS even things that run kubernetes and containers is increasingly turning into an a realm where you have to let go so that you can do things that matter increasingly the ecosystems are hyper standardizing those stacks and delivering them as a service in a public cloud and on-premises our objective and I think it's something that only Deltek really is in a position to do is to do that in a way which is open multi-cloud and yet also deeply integrated and what I would say is again to anybody watching is if you're deep passion is in building cool things build cool things but on top of that stuff so chat great set up for the question I have kubernetes I've argued for a number of years is something that the average customer shouldn't need to worry about it's something that should be baked into the platform all the public clouds have it VMware has it your babies PKS today help help us reconcile the statement you were just making and what PKS because I know it's really cool tech and there's lots of pieces and lots of smart people work on it but so you know how does that fit so a stew again you and I go back aways do you remember you remember the state of virtualization circa 2006 sure you'd show up to the VM world and it would be filled with people deeply passionate at the time it was like three four thousand people we're gonna change the world with virtualization all of them were doing weird science projects very few of them could say and I'm running this in production to you know do bla and I'm making the hospital run better right but they'd be like look at how cool this is the technology matured a lot and if you look at the time frame 2010 which was vSphere for if my timing is right it was the first year where it was like kind of for reals right and people started to talk about hey I can do cool stuff kubernetes is currently in the 2006 of virtualization so I've been doing this now for a year we as del tech are now the number two contributor to kubernetes right after Google more than RedHat more than RedHat is that combining all the pieces we have basically drove and so hard towards this point because we think it's essential now you've got the help to your team as part of that that's a big that is a big part of the strategy right how do we make contributions for the native upstream community and lead that charge via be a good citizen of that ecosystem one two we will make PKS Enterprise PKS in a central PKS the best simplest curated way to make this work that said kubernetes has three major release over three months PKS 1.4 using one dot 13.5 came out last week 1.5 with beta support for Windows is just arriving and we did a beta last week three months from now there's gonna be another major release I'm doing a session that basically says and I'm the I'm a cheerleader I'm like a superfan this is currently like juggling flaming chainsaws right yeah it's it's like you were like what and I'm like yeah so the CNC F which is the ecosystem around kubernetes kubernetes on its own is just like a base component you need to have this and this and this and this has 647 things on the landscape landing page that means if you take five minutes per you would spend a week without sleep without eating like the Game of Thrones watching last night's no food no sleeping no bathroom breaks today Chad five minutes each today and you would get a chance to learn all of those but to really deeply understand what they do you can't do with that in five minutes that's six months of work people need that market to consolidate mature industrialize and we're doing it having having been part of the VX rail envy san ramp being part of the NSX ramp the vSphere ramp the converged infrastructure ramp what's happening with kubernetes and with peak s exceeds the ramp curves for all of those so if you're a customer and you're thinking about do I need this kubernetes thing the answer is yes we have 50 of the Fortune 500 customers now using peak s people are doing it for real but it's still early days now some people may go that's scary and I'm gonna take a timeout I wouldn't do that I would say that just like virtualization 2006 those people who were there at vmworld got a ton of value leveraged and learning and now it's like an industry standard we are going to make kubernetes part of the VMware software defined data center and you heard Pat and Michael talk about it so it sounds like it's going in the direction that you that you believe thumbs up thumbs up from Chad sockets you heard it here first thumbs up it's been it's been a really exciting year and this year we are gonna take that momentum and accelerate it to the moon and beyond but we can't wait to have you back at this table this time next year for Season eleven thank you so much for returning to the queue Rebecca thank you I'm Rebecca Knight first amendment we will have much more from the cubes live coverage of Dell technologies world here in Las Vegas coming up in just a little bit [Music]

>> Narrator: Live from the Silicon Valley, it's theCUBE. (bright music) Covering Google Cloud Next 17. >> Hi, and welcome to the second day of live coverage here of theCUBE covering Google Next 2017. We're at the heart of Silicon Valley here at our 4,500 square foot new studio in Palo Alto. We've got a team of reporters and analysts up in San Francisco checking out everything that's happening in Google. I was up there for the day two keynote, and happy to have with me is the first guest of the day, friend of theCUBE, Marc Farley, Vulcancast, guy that knows clouds, worked for one the big three in the past and going to help me break down some of what's going on in the marketplace. Mark, it's great to see you. >> Oh, it's really nice to be here, Stu, thanks for asking me on. >> Always happy to have you-- >> And what a lot of fun stuff to get into. >> Oh my god, yeah, this is what we love. We talked about, I wonder, Amazon Reinvent is like the Superbowl of the industry there. What's Google there if, you know-- >> Well, Google pulls a lot of resources for this. And they can put on a very impressive show. So if this is, if Invent is the Superbowl, then maybe this, maybe Next is the college championship game. I hate to call it college, but it's got that kind of draw, it's a big deal. >> Is is that, I don't want to say, arena football, it's the up and coming-- >> Oh, it's a lot better than that. Google really does some spectacular things at events. >> They're Google, come on, we all use Google, we all know Google, 10,000 people showed up, there's a lot of excitement. So what's your take of the show so far in Google's positioning in cloud? >> It's nothing like the introduction of Glass. And of course, Google Glass is a thing of the past, but I don't know if you remember when they introduced that, when they had the sky diver. Sky divers diving out of an airplane and then climbing up the outside of the building and all that, it was really spectacular. Nobody can ever reach that mark again, probably not even the Academy Awards. But you asked the second part of the question, what's Google position with cloud, I think that's going to be the big question moving forward. They are obviously committed to doing it, and they're bringing unique capabilities into cloud that you don't see from either Amazon or Microsoft. >> Yeah. I mean, coming into it, there's certain things that we've been hearing forever about Google, and especially when you talk about Google in the enterprise. Are they serious, is this just beta, are they going to put the money in? I thought Eric Schmidt did a real good job yesterday in the close day keynote, he's like, "Look, I've been telling Google to push hard "in the enterprise for 17 years. "Look, I signed a check for 30 billion dollars." >> 30 billion! >> Yeah, and I talked to some people, they're a little skeptical, and they're like, "Oh, you know, that's not like it all went to build "the cloud, some of it's for their infrastructure, "there's acquisitions, there's all these other things." But I think it was infrastructure related. Look, there shouldn't be a question that they're serious. And Diane Greene said, in a Q&A she had with the press, that thing about, we're going to tinker with something and then kill it, I want to smash that perception because there's certain things you can do in the consumer side that you cannot get away with on the enterprise side, and she knows that, they're putting a lot of effort to transform their support, transform the pricing, dig in with partners and channels. And some of it is, you know, they've gotten the strategy together, they've gotten the pieces together, we're moving things from beta to GA, and they're making good progress. I think they have addressed some of the misperceptions, that being said, everybody usually, it's like, "I've been hearing this for five years, "it's probably going to take me a couple of years "to really believe it." >> Yeah, but you know, the things is, for people that know Diane Greene and have watched VMware over the years, and then her being there at Google is a real commitment. And she's talking about commitment when she talks about that business. It's full pedal to the metal, this is a very serious, the things that's interesting about it, it's a lot more than infrastructure as a service. >> Yeah. >> The kinds of APIs and apps and everything that they're bringing, this is a lot more than just infrastructure, this is Google developed, Google, if you will, proprietary technology now that they're turning to the external world to use. And there's some really sophisticated stuff in there. >> Yes, so before we get into some of the competitive landscape, some of the things you were pretty impressed with, I think everybody was, the keynote this morning definitely went out much better, day one keynote, a little rocky. Didn't hear, the biggest applauses were around some of the International Women's Day, which is great that they do that, but it's nice when they're like, "Oh, here's some cool new tech," or they're like, oh, wow, this demo that they're doing, some really cool things and products that people want to get their hands on. So what jumped out at you at the keynote this morning? >> I'm trying to remember what it's called. The stuff from around personal identifiable information. >> Yeah, so that's what they call DLP or it's the Data Loss Prevention API. Thank goodness for my Evernote here, which I believe runs on Google cloud, keeping up to date, so I'm-- >> Data loss prevention shouldn't be so hard to remember. >> And by the way, you said proprietary stuff. One thing about Google is, that Data Loss Prevention, it's an API, they want to make it easy to get in, a lot of what they do is open source. They feel that that's one of their differentiations, is to be, we always used to say on the infrastructure side, it's like everybody's pumping their chest. Who's more open than everybody else? Google. Lots of cool stuff, everything from the TensorFlow and Kubernetes that's coming out, where some of us are like, "Okay, how will they actually make money on some of this, "will it be services?" But yeah, Data Loss Prevention API, which was a really cool demo. It's like, okay, here's a credit card, the video kind of takes it and it redacts the number. It can redact social security numbers, it's got that kind of machine learning AI with the video and all those things built in to try to help security encrypt and protect what you're doing. >> It's mind boggling. You think about, they do the facial recognition, but they're doing content recognition also. And you could have a string of numbers there that might not be a phone number, it might not be a social security number, and the question is, what DLP flagged that to, who knows, it doesn't really matter. What matters is that they can actually do this. And as a storage person, you're getting involved, and compliance and risk and mitigation, all these kinds of things over the years. And it's hard for software to go in and scan a lot of data to just look for text. Not images of numbers on a photograph, but just text in a document, whether it's a Word file or something. And you say, "Oh, it's not so hard," but when you try to do that at scale, it's really hard at scale. And that's the thing that I really wonder about DLP, are they going to be able to do this at large scale? And you have to think that that is part of the consideration for them, because they are large scale. And if they can do that, Stu, that is going to be wildly impressive. >> Marc, everything that Google does tends to be built for scale, so you would think they could do that. And I'd think about all the breaches, it was usually, "Oh, oops, we didn't realize we had this information, "didn't know where it was," or things like that. So if Google can help address that, they're looking at some of those core security issues they talked about, they've got a second form factor authentication with a little USB tab that can go into your computer, end to end encryption if you've got Android and Chrome devices, so a lot of good sounding things on encryption and security. >> One of the other things they announced, I don't know if this was part of the same thinking, but they talk about 64 core servers, and they talk about, or VMs, I should say, 64 core VMs, and they're talking about getting the latest and greatest from Intel. What is it, Skylink, Sky-- >> Stu: Skylake. >> Skylake, yeah, thanks. >> They had Raejeanne actually up on stage, Raejeanne Skillern, Cube alumn, know her well, was happy to see her up on stage showing off what they're doing. Not only just the chipset, but Intel's digging in, doing development on Kubernetes, doing development on TensorFlow to help with really performance. And we've seen Intel do this, they did this with virtualization with the extensions that they did, they're doing it with containers. Intel gets involved in these software pieces and makes sure that the chipset's going to be optimized, and great to see them working with Google on it. >> My guess is they're going to be using a lot of cycles for these security things also. The security is really hard, it's front and center in our lives these days, and just everything. I think Google's making a really interesting play, they take their own internal technology, this security technology that they've been using, and they know it's compute heavy. The whole thing about DLP, it's extremely compute heavy to do this stuff. Okay, let's get the biggest, fastest technology we can to make it work, and then maybe it can all seem seamless. I'm really impressed with how they've figured out to take the assets that they have in different places, like from YouTube. These other things that you would think, is YouTube really an enterprise app? No, but there's technology in YouTube that you can use for enterprise cloud services. Very smart, I give them a lot of credit for looking broadly throughout their organization which, in a lot of respects, traditionally has been a consumer oriented experience, and they're taking some of these technologies now and making it available to enterprise. It's really, really hard. >> Absolutely. They did a bunch of enhancements on the G Suite product line. It felt at times a little bit, it's like, okay, wait, I've got the cloud and I've got the applications. There are places that they come together, places that data and security flow between them, but it still feels like a couple of different parts, and how they put together the portfolio, but building a whole solution for the enterprise. We see similar things from Microsoft, not as much from Amazon. I'm curious what your take is as to how Google stacks up against Microsoft who, disclaimer, you did work for one time on the infrastructure side. >> Yeah, that's a whole interesting thing. Google really wants to try to figure out how to get enterprises that run on Microsoft technology moving to Google cloud, and I think it's going to be very tough for them. Satya Nadella and Microsoft are very serious about making a seamless experience for end users and administrators and everybody along managing the systems and using their systems. Okay, can Google replicate that? Maybe on the user side they can, but certainly not on the administration side. And there are hooks between the land-based technology and the cloud-based technology that Microsoft's been working on for years. Question is, can Google come close to replicating those kinds of things, and on Microsoft's side, do customers get enough value, is there enough magic there to make that automation of a hybrid IT experience valuable to their customers. I just have to think though that there's no way Google's going to be able to beat Microsoft at hybrid IT for Microsoft apps. I just don't believe it. >> Yeah, it's interesting. I think one of the not so secret weapons that Google has there is what they're doing with Kubernetes. They've gotten Kubernetes in all the public clouds, it's getting into a lot of on premises environment. Everything from we were at the KubeCon conference in Seattle a couple of months ago. I hear DockerCon and OpenStacks Summit are going to have strong Kubernetes discussions there, and it's growing, it's got a lot of buzz, and that kind of portability and mobility of workload has been something that, especially as guys that have storage background, we have a little bit of skepticism because physics and the size of data and that whole data gravity thing. But that being said, if I can write applications and have ways to be able to do similar things across multiple environments, that gives Google a way to spread their wings beyond what they can do in their Google cloud. So I'm curious what you think about containers, Kubernetes, serverless type activity that they're doing. >> I think within the Google cloud, they'll be able to leverage that technology pretty effectively. I don't think it's going to be very effective, though, in enterprise data centers. I think the OpenStack stuff's been a really hard road, and it's a long time coming, I don't know if they'll ever get there. So then you've got a company like Microsoft that is working really hard on the same thing. It's not clear to me what Microsoft's orchestrate is going to be, but they're going to have one. >> Are you bullish on Asure Stack that's coming out later this year? >> No, not really. >> Okay. >> I think Asure Stack's a step in the right direction, and Microsoft absolutely has to have it, not so much for Google, but for AWS, to compete with AWS. I think it's a good idea, but it's such a constrained system at this point. It's going to take a while to see what it is. You're going to have HPE and Lenovo and Cisco, all have, and Dell, all having the same basic thing. And so you ask yourself, what is the motivation for any of these companies to really knock it out of the park when Microsoft is nailing everybody's feet to the floor on what the options are to offer this? And I understand Microsoft wanting to play it safe and saying, "We want to be able to support this thing, "make sure that, when customers install it, "they don't have problems with it." And Microsoft always wants to foist the support burden onto somebody else anyway, we've all been working for Microsoft our whole lives. >> It was the old Dilbert cartoon, as soon as you open that software, you're all of a sudden Microsoft's pool boy. >> (laughs) I love that, yeah. Asure Stack's going to be pretty constrained, and they keep pushing it further out. So what's the reality of this? And Asure Pack right now is a zombie, everybody's waiting for Asure Stack, but Asure Stack keeps moving out and Asure Stack's going to be small and constrained. This stuff is hard. There's a reason why it's taking everybody a long time to get it out, there's a reason why OpenStack hasn't had the adoption that people first expected, there's going to be a reason why I think Asure Stack does not have the adoption that Microsoft hoped for either. It's going to be an interesting thing to watch over what will play out over the next five or six years. >> Yeah, but for myself, I've seen this story play out a few times on the infrastructure side. I remember the original precursor, the Vblock with Acadia and the go-to-market. VMware, when they did the VSAN stuff, the generation one of Evo really went nowhere, and they had to go, a lot of times it takes 18 to 24 months to sort out some of those basic pricing, packaging, partnering, positioning type things, and even though Asure Stack's been coming for a while, I want to say TP3 is like here, and we're talking about it, and it's going to GA this summer, but it's once we really start getting this customer environment, people start selling it, that we're going to find out what it is and what it isn't. >> It's interesting. You know how important that technology is to Microsoft. It's, in many respects, Satya's baby. And it's so important to them, and at the same time, it's not there, it's not coming, it's going to be constrained. >> So Marc, unfortunately, you and I could talk all day about stuff like this, and we've had many times, at conferences, that we spend a long time. I want to give you just the final word. Wrap up the intro for today on what's happening at Google Next and what's interesting you in the industry. >> Well, I think the big thing here is that Google is showing that they put their foot down and they're not letting up. They're serious about this business, they made this commitment. And we sort of talk and we give lip service, a little bit, to the big three, we got Asure, we got Amazon, and then there's Google. I think every year it's Google does more, and they're proving themselves as a more capable cloud service provider. They're showing the integration with HANA is really interesting, SAP, I should say, not HANA but SAP. They're going after big applications, they've got big customers. Every year that they do this, it's more of an arrival. And I think, in two years time, that idea of the big three is actually going to be big three. It's not going to be two plus one. And that is going to accelerate more of the movement into cloud faster than ever, because the options that Google is offering are different than the others, these are all different clouds with different strengths. Of the three of them, Google, I have to say, has the most, if you will, computer science behind it. It's not that Microsoft doesn't have it, but Google is going to have a lot more capability and machine learning than I think what you're going to see out of Amazon ever. They are just going to take off and run with that, and Microsoft is going to have to figure out how they're going to try to catch up or how they're going to parley what they have in machine learning. It's not that they haven't made an investment in it, but it's not like Google has made investment in it. Google's been making investment in it over the years to support their consumer applications on Google. And now that stuff is coming, like I said before, the stuff is coming into the enterprise. I think there is a shift now, and we sort of wonder, is machine learning going to happen, when it's going to happen? It's going to happen, and it's going to come from Google. >> All right, well, great way to end the opening segment here. Thank you so much, Marc Farley, for joining us. We've got a full day of coverage here from our 4,500 square foot studio in the heart of Silicon Valley. You're watching theCUBE. (bright music)