George Axberg, VAST Data | VeeamON 2022
>>Welcome back to the cubes coverage of Veeam on 2022 at the RS. Nice to be at the aria. My co-host Dave Nicholson here. We spend a lot of time at the Venetian convention center, formerly the sand. So it's nice to have a more intimate venue. I really like it here. George Burg is joining us. He's the vice president of data protection at vast data, a company that some of you may not know about. George. >>Welcome a pleasure. Thank you so much for having me. >>So VAs is smoking hot, raised a ton of dough. You've got great founders, hard charging, interesting tech. We've covered a little bit on the Wikibon research side, but give us the overview of the company. Yeah, >>If I could please. So we're here at the, you know, the Veeam show and, you know, the theme is modern data protection, and I don't think there's any company that epitomizes modern data protection more than vast data. The fact that we're able to do an all flash system at exabyte scale, but the economics of cloud object based deep, cheap, and deep archive type solutions and an extremely resilient platform is really game changing for the marketplace. So, and quite frankly, a marketplace from a data protection target space that I think is, is ripe for change and in need of change based on the things that are going on in the marketplace today. >>Yeah. So a lot of what you said is gonna be surprising to people, wait a minute, you're talking about data protection and all flash sure. I thought you'd use cheap and deep disc or, you know, even tape for that or, you know, spin it up in the cloud in a, in a deep archive or a glacier. Explain your approach in, in architecture. Yeah. At a >>High level. Yeah. So great question. We get that question every day and got it in the booth yesterday, probably about 40 or 50 times. How could it be all flash that at an economic point that is the fitting that of, you know, data protection. Yeah. >>What is this Ferrari minivan of which you speak? >>Yeah, yeah, yeah. The minivan that goes 180 miles an hour, right. That, you know, it's, it's really all about the architecture, right? The component tree is, is somewhat similar to what you'll see in other devices. However, it's how we're leveraging them in the architecture and design, you know, from our founders years ago and building a solution that just not, was not available in the marketplace. So yeah, sure. We're using, you know, all flash QLC drives, but the technology, you know, the advanced next generation algorithms or erasure coding or rage striping allows us to be extremely efficient. We also have some technologies around what we call similarity, some advanced data reduction. So you need less, less capacity if you will, with a vast system. So that obviously help obviously helps us out tremendously with their economics. But the other thing is I could sell a customer exactly what they need. If you think about the legacy data protection market purpose built back of appliances, for example, you know, ALA, Adele, Aita, and HP, you know, they're selling systems that are somewhat rigid. There's always a controller in a capacity. It's tied to a model number right. Soon as you need more performance, you buy another, as soon as you need more capacity, you buy another, it's really not modular in any way. It's great >>Model. If you want to just keep, keep billing the >>Customer. Yeah. If, if that, if yeah. And, and I, I think, I think at this point, the purpose, you know, Dave, the purpose built backup appliance market is, is hungry for a change. Right. You know, there's, there's not anyone that has one. It doesn't exist. I'm not just talking about having two because of replication. I'm it's because of organic growth. Ransomware needs to have a second unit, a second copy. And just, and just scalability. Well, you >>Guys saw that fatigue with that model of, oh, you need more buy more, >>Right? Oh, without a doubt, you said we're gonna attack that. Yeah. Yeah. Sorry. No, no, no. That's great. Without a doubt. So, so we can configure a solution exactly. To the need. Cause let's face it. Every single data center, every single vertical market, it's a work of art. You know, everyone's retention policies are different. Everyone's compliance needs are different. There might be some things that are self mandated or government mandated and they're all gonna be somewhat different. Right? The fact of the matter is the way that our, our architecture works, disaggregated shared everything. Architecture is different because when we go back to those model numbers and there's more rigid purpose built back of appliances, or, or maybe a raise designed specifically for data protection, they don't offer that flexibility. And, you know, I, I, I think our, our, our, our entry point is sized to exactly what the need is. Our ease of scalability. You need more performance. We just add another compute, another compute box, what we call our C box. If you need more capacity, we just add another data box, a D box, you know, where the data resides. And, you know, I, you know, especially here at Veeam, I think customers are really clamoring for that next generation solution. They love the idea that there's a low point of entry, but they also love the idea that, that it's easy to scale on demand, you know, as, as needed and as needed basis. >>So just, I wanna be just, I want to go down another layer on that architecturally. Cause I think it's important for people to understand. Sure, exactly what you're saying. When you're talking about scaling, there's this concept of the, of the sort of devil's triangle, the tyranny of this combination of memory, CPU and storage. Sure. And if you're too rigid, like in an appliance, you end up paying for things you don't need. Correct. When all I need is a little more capacity. Correct. All I need is a little more horsepower. Well, you wanna horsepower? No, you gotta buy a bunch of capacity. Exactly. Oh, need capacity. No, no. You need to buy expensive CPUs and suck a bunch of power. All I need is capacity. So what, so go through that, just a little more detail in terms of sure. How you cobble these systems together. Sure. My, the way my brain works, it's always about Legos. So feel free to use Legos. >>Yeah. We, so, so with our disaggregated solution, right. We've separated basically hardware from software. Right. So, so, so that's a good thing, right? From an economic standpoint, but also a design and architecture standpoint, but also an underlining underpinning of that solution is we've also separated the capacity from the performance. And as you just mentioned, those are typically relatively speaking for every other solution on the planet. Those are tied together. Right? Right. So we've disaggregated that as well within our architecture. So we, we again have basically three tier, tier's not the right word, three components that build out a vast cluster. And again, we don't sell like a solution designed by a model number. And that's typically our C boxes connected via NVMe over fabric to a D box C is all the performance D is all the capacity because they're modular. You can end up like our, our baseline product would start out as a one by one, one C box one D box, right? >>Connected again, via different, different size and Vme fabrics. And that could scale to hundreds. When we do have customers with dozens of C boxes, meeting high performance requirements, keep in mind when, when vast data came to market, our founders brought it to the market for high performance computing machine learning, AI data protection was an afterthought, but those found, you know, foundational things that we're able to build in that modularity with performance at scale, it behooves itself, it's perfect fit for data protection. So we see in clients today, just yesterday, two clients standing next to each other in the same market in the same vertical. I have a 30 day retention. I have a 90 day retention. I have to keep one year worth of full backups. I have to keep seven years worth of full backups. We can accommodate both and size it to exactly what the need is. >>Now, the moment that they need one more terabyte, we license into 100 terabyte increments so they can actually buy it in a sense, almost in arrears, we don't turn it off. We don't, there's not a hard cat. They have access to that capacity within the solution that they provide and they can have access immediate access. And without going through, let's face it. A lot of the other companies that we're both thinking of that have those traditional again, purpose-built solutions or arrays. They want you to buy everything up front in advance, signing license agreements. We're the exact opposite. We want you to buy for the need as, and as needed basis. And also because the fact that we're, multi-protocol multi-use case, you see people doing many things within even a single vast cluster. >>I, I wanna come back to the architecture if I, I can and just understand it better. And I said, David, Flo's written a lot about this on our site, but I've had three key meetings in my life with Mosia and I, and I you've obviously know the first week you showed up in my offices at IDC in the late 1980s said, tell me everything, you know about the IBM mainframe IO subsystem. I'm like, oh, this is gonna be a short meeting. And then they came back a year later and showed us symmetric. I was like, wow, that's pretty impressive. The second one was, I gave a speech at 43 south of 42 south. He came up and gave me a big hug. I'm like, wow. He knows me. And the third one, he was in my offices at, in Mabo several years ago. And we were arguing about the flash versus spinning disc. And he's like, I can outperform an all flash array because we've tuned our algorithms for spinning disc. Everybody else is missing that. You're basically saying the opposite. Correct. We've turned tuned our algorithms to, for QC David Flos says Dave, there's a lot of ways to skin a cat in this technology industry. So I wanted to make sure I got that right. Basically you're skinning the cat with different >>Approach. Yeah. We've also changed really the approach of backup. I mean, the, the term backup is really legacy. I mean, that's 10, 12 years of our recovery. The, the story today is really about, about restore resiliency and recovery. So when you think about those legacy solutions, right, they were built to ingest fast, right? We wanna move the data off our primary systems, our, our primary applications and we needed to fit within a backup window. Restore was an afterthought. Restore was, I might occasionally need to restore something. Something got lost, something got re corrupted. I have to restore something today with the, you know, let's face it, the digital pandemic of, of, of cyber threats and, and ransomware it's about sometimes restoring everything. So if you look at a legacy system, they ingest, I'm sorry. They, they, they write very fast. They, they, they can bring the data in very quickly, but their restore time is typically about 20 to 25%. >>So their reading at only 20, 25% of their right speed, you know, is their rate speed. We flip the script on that. We actually read eight times faster than we write. So I could size again to the performance that you need. If you need 40 terabytes, an hour 50 terabytes an hour, we can do that. But those systems that write at 40 terabytes an hour are restoring at only eight. We're writing at a similarly size system, which actually comes out about 51 terabytes an hour 54 terabytes. We're restoring at 432 terabytes an hour. So we've broken the mold of data protection targets. We're no longer the bottleneck. We're no longer part of your recovery plan going to be the issue right now, you gotta start thinking about network connectivity. Do I have, you know, you know, with the, with our Veeam partners, do we have the right data movers, whether virtual or physical, where am I gonna put the data? >>We've really helped customer aided customers to rethinking their whole Dr. Plan, cuz let's face it. When, when ransomware occurs, you might not be able to get in the building, your phones don't work. Who do you call right? By the time you get that all figured out and you get to the point where you're start, you want to start recovering data. If I could recover 50 times faster than a purpose built backup appliance. Right? Think about it. Is it one day or is it 50 days? Am I gonna be back online? Is it one hour? Is it 50 hours? How many millions of dollars, tens of thousands of dollars were like, will that cost us? And that's why our architecture though our thought process and how the system was designed lends itself. So well for the requirements of today, data protection, not backup it's about data protection. >>Can you give us a sense as to how much of your business momentum is from data protection? >>Yeah, sure. So I joined VAs as we were talking chatting before I come on about six months ago. And it's funny, we had a lot of vast customers on their own because they wanted to leverage the platform and they saw the power of VAs. They started doing that. And then as our founders, you know, decided to lean in heavily into this marketplace with investments, not just in people, but also in technology and research and development, and also partnering with the likes of, of Veeam. We, we don't have a data mover, right. We, we require a data mover to bring us the data we've leaned in tremendously. Last quarter was really our, probably our first quarter where we had a lot of marketing and momentum around data protection. We sold five X last quarter than we did all of last year. So right now the momentum's great pipeline looks phenomenal and you know, we're gonna continue to lean in here. >>Describe the relationship with Veeam, like kind of, sort of started recently. It sounds like as customer demand. Yeah. But what's that like, what are you guys doing in terms of engineering integration go to market? >>Yeah. So, so we've gone through all the traditional, you know, verifications and certifications and, and, and I'm proud to say that we kind of blew the, the, the roof off the requirements of a Veeam environ. Remember Veeam was very innovative. 10, 12 years ago, they were putting flash in servers because they, they, they want a high performing environment, a feature such as instant recovery. We've now enabled. When I talked about all those things about re about restore. We had customers yesterday come to us that have tens of thousands of VMs. Imagine that I can spin them up instantaneously and run Veeam's instant recovery solution. While then in the background, restoring those items that is powerful and you need a very fast high performance system to enable that instant. Recovery's not new. It's been in the market for very long, but you can ask nine outta 10 customers walk in the floor. >>They're not able to leverage that today in the systems that they have, or it's over architected and very expensive and somewhat cost prohibitive. So our relationship with Veeam is really skyrocketing actually, as part of that, that success and our, our last quarter, we did seven figure deals here in the United States. We've done deals in Australia. We were chatting. I, I, I happened to be in Dubai and we did a deal there with the government there. So, you know, there's no, there's no specific vertical market. They're all different. You know, it's, it's really driven by, you know, they have a great, you know, cyber resilient message. I mean, you get seen by the last couple of days today and they just want that power that vast. Now there are other systems in the marketplace today that leverage all flash, but they don't have the economic solution that we have. >>No, your, your design anticipated the era that we're we're in right now from it, it anticipated the ability to scale in, to scale, you know, in >>A variety. Well, listen, anticipation of course, co coincidental architecture. It's a fantastic fit either way, either way. I mean, it's a fantastic fit for today. And that's the conversations that we're having with, with all the customers here, it's really all about resiliency. And they know, I mean, one of the sessions, I think it was mentioned 82 or 84% of, of all clients interviewed don't believe that they can do a restore after a cyber attack or it'll cost them millions of dollars. So that there's a tremendous amount of risk there. So time is, is, is ultimately equals dollars. So we see a, a big uptick there, but we're, we're actually continuing our validation work and testing with Veeam. They've been very receptive, very receptive globally. Veeam's channel has also been very receptive globally because you know, their customers are, you know, hungry for innovation as well. And I really strongly believe ASBO brings that >>George, we gotta go, but thank you. Congratulations. Pleasure on the momentum. Say hi to Jeff for us. >>We'll we'll do so, you know, and we'll, can I leave you with one last thought? Yeah, >>Please do give us your final thought. >>If I could, in closing, I think it's pretty important when, when customers are, are evaluating vast, if I could give them three data points, 100% of customers that Triva test vast POC, vast BVAs 100% Gartner peer insights recently did a survey. You know, they, they do it with our, you know, blind survey, dozens of vast customers and never happened before where 100% of the respondents said, yes, I would recommend VA and I will buy VAs again. It was more >>Than two respondents. >>It was more, it was dozens. They won't do it. If it's not dozens, it's dozens. It's not dozen this >>Check >>In and last but not. And, and last but not least our customers are, are speaking with their wallet. And the fact of the matter is for every customer that spends a dollar with vast within a year, they spend three more. So, I mean, if there's no better endorsement, if you have a customer base, a client base that are coming back and looking for more use cases, not just data protection, but again, high performance computing machine learning AI for a company like VA data. >>Awesome. And a lot of investment in engineering, more investment in engineering than marketing. How do I know? Because your capacity nodes, aren't the C nodes. They're the D nodes somehow. So the engineers obviously won that naming. >>They'll always win that one and we, and we, and we let them, we need them. Thank you. So that awesome product >>Sales, it's the golden rule. All right. Thank you, George. Keep it right there. VEON 20, 22, you're watching the cube, Uber, Uber right back.
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a company that some of you may not know about. Thank you so much for having me. We've covered a little bit on the Wikibon research side, So we're here at the, you know, the Veeam show and, you know, the theme is modern data protection, or, you know, even tape for that or, you know, spin it up in the cloud in a, the fitting that of, you know, data protection. all flash QLC drives, but the technology, you know, the advanced next generation algorithms If you want to just keep, keep billing the And, and I, I think, I think at this point, the purpose, you know, And, you know, I, you know, especially here at Veeam, you end up paying for things you don't need. And as you just mentioned, those are typically relatively you know, foundational things that we're able to build in that modularity with performance at scale, We want you to buy for the need as, and as needed basis. And the third one, he was in my offices at, I have to restore something today with the, you know, let's face it, the digital pandemic of, So I could size again to the performance that you need. By the time you get that all figured out and you get to the point where you're start, And then as our founders, you know, But what's that like, what are you guys doing in terms of engineering integration go to market? It's been in the market for very long, but you can ask nine outta know, it's, it's really driven by, you know, they have a great, you know, been very receptive globally because you know, their customers are, you know, Pleasure on the momentum. you know, blind survey, dozens of vast customers and never happened before where 100% of the respondents If it's not dozens, it's dozens. And the fact of the matter is for every customer that spends a dollar with vast within a year, So the engineers obviously won that naming. So that awesome product Sales, it's the golden rule.
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Bradd Lewis & David Linthicum, Deloitte, Dell Technologies | Dell Technologies World 2022
>>The Cube Presents Dell Technologies World Brought to You by Dell. >>Hey, everyone, welcome back to the Cubes Coverage of Dell Technologies World 2022. Live from the Venetian in Las Vegas. Lisa Martin With a Volonte. This is Day two of the Cubes coverage. We've had a lot of great focus on talking about multi cloud partner ecosystems, as et cetera, the last day and a half. Now we're going to have a conversation with Dell, and we've got two guests joining us. Please welcome David Linthicum, the chief cloud strategy officer at Deloitte, and Brad Lewis, the senior vice president and GM of the global transformation office at Dell Technologies. Guys, welcome to the Cube. >>Thank you for having us. You guys >>so lots to talk about multi cloud. You can't. It's one of the biggest themes here, David. I want to start with you. One of the things that Michael Dell said in his keynote, and he said it on the Cape today is its multi cloud world by default. What does that mean to you? >>What that means is that if you don't find multi cloud, multi cloud is going to find you. It's a complex distributed system that basically is invasive to what we do within the enterprise. So anybody who's leveraging cloud computing is going to find that there is a need to leverage multiple clouds of multiple kinds of technologies. And therefore we're kind of focused on what's in between the clouds versus the clouds themselves. And I think that's okay. We're leveraging multi cloud by choice. It's driving innovation. It's driving agility. That's why people are adopting it. So whether or not you have it or not within your enterprise chances are you do. Are you going to have it pretty soon, >>right? I think stand I saw yesterday was 75% of organisations have at least 3 to 4 different clouds. What is your take on when you're talking with customers in the field? How are they? How are they managing that approach? What are they doing right? What do they Maybe not doing right. >>I think what they're doing wrong mainly was hit. That one first is that they're managing their clouds within the silos. And so, in other words, are using whatever native tools are in the particular cloud provided to do operations do security, governance, things like that. And the reality is, it's a more holistic approach that needs to be taken. We need to span these solutions across the different cloud providers and also the existing legacy systems thinking holistically about that. It's just something we haven't done ever with an I t. And now we're having to do it. Read. >>What is the global transformation office? Adele, What's your What's your role in your mission? Sure. >>So our mission is working with our customers, who are really focused on driving outcome centric types of relationship with us, so worried less about the just in and of itself and really wanting to figure out how do I take advantage of all of those capabilities that Dell and its partner ecosystem have to drive business value? Ultimately, what does a great experience look like that or a developer for my lines of business? How do I start to improve the type of agility that I've got? How do I office stuff up some of the types of flexible platforms that I'm really reading about or aspiring to be able to offer? So being able to look at that holistic through through the lens of technology, the economics of that. The operational constructs and operating models around it and being able to really take all of those assets and capabilities and map them to the types of outcomes, milestones and timelines that are relevant to that. >>Who is your ideal partner at the customer? Is it uh, C I o the line of business? Somebody in infrastructure? >>It's all of the above, I think, as we get as we get through the conversation, what will become apparent is tech as part of the answer. So it's not. It's important. It has to be considered. It has to be architected. Well, it has to be operated well. But as important as taking an increasingly more so is how to David's point, how are you going to go and build that common model of operational construct around all of these different platforms so you don't end up with a silo based approach? Application owners and driving utilisation and adoption is important and more so than it's ever been. So having those line of business tie ins and the application owners all of those different stakeholders finance and being able to set expectations well and being able to deliver against those consistently and reliably and the impact that has on confidence and investment. All of those things become part of the fabric of a collective that's about mapping to those. So there's no one set of stakeholders that we work with. But what is really important as having somebody who sits across all of those things that has the ability to call the shots and make decisions when hard decisions are having to be made because where things don't typically work well is when we get into stalemates or standoffs, where there's different factional issues or politics comes into it or somebody is not empowered? Having that governance model so that there is a senior stakeholder who can move roadblocks and make sure that we remain aligned is one of the most critical factors. >>David question for you removing those roadblocks the last two years. Obviously, we've seen a lot of organisations massively pivot multiple times right to survive and not to thrive. But we've seen so much investment in the remote workforce and now a lot of businesses facing ageing infrastructure, what do we do? How do you help them remove those roadblocks? Obviously time is of the essence right. So from a competitive perspective, what more do some of those conversations look and sound like >>they're one? Get the obstacles out of the way. In other words, if you think this is about building more data centres to have more VPN, traffic and things like that, that's not what it's all about. This is about finding solutions that provide scalability within the organisation and it's going to maintain scalability. Keep in mind, we're running to work force. People are going to work independently. They're gonna exist on their own infrastructure. They're going to have their own data which is personalised to them. They're gonna basically interact with other employees and other co workers in different, more collaborative ways. Hopefully. So the idea being that we're trying to get everything back centralised again is crazy. We need to figure out ways in which we can diversify the workforce, diversify that kind of technology we're using and leverage things that are really kind of on demand and scalable quick thinking about building data centres. >>Okay, so square the circle for me because I totally agree with what you just said. But it seems like a lot of organisations when it comes to data are taking that approach like Okay, let's centralise all the data so we can make it more manageable and more efficient to manage. Yet we talk about edge. Data is distributed by its very nature. So help me understand that Yin and Yang. >>I think it's partially we get into, obviously, the governance and the data governance and sort of all of the regulator in compliance aspects of that part of it is also emerging technologies. It's the area that's probably the least mature. We spend a lot of time figuring around how to have operational toolsets around multi cloud. Then we figured about how to have applications traverse multi cloud. Now we're moving on to the real crux of the problem and especially as translate edge start to take hold. We're generating large volumes of data is being generated at the edge. It's being generated in the in the core, and that ability to look at things holistically is going to become increasingly important. It's an area of focus for obviously us at Dell Technologies. It's where we're investing heavily and from an R and D standpoint. It's where the marketplace is going to evolve. But it's still in an early stage of maturity and being able to look at that holistically, >>so not necessarily shove it all into a single data store but enable it to be distributed and managed and and governor who should own the data life cycle. Should it be somebody in the business? Should it be somebody in I t. Should it be a data >>group? >>It's >>now. There is a long How long have we got? Well, I mean, you must have these discussions. We absolutely do, but sort of being serious about it. I think the important point is the people who ultimately are the ones who are who are responsible for getting value from that data is where it should resign. So because of the people who have the greatest insight and understanding of how of how to really get value from it, because ultimately we want to pivot from having a data conversation to how do we generate information and actionable information? It's not a data problem in and of itself, it's it's This is a business intelligence. How do we get value from this and that the best place for the data to live is the people who are going to be able to make the most of that. So >>Deloitte's gonna be having these conversations all the time with your customers. But this is, uh, an organisational discussion, isn't it? >>It's also a functional discussion. You have to remember that there's two tiers there. There's the people who own the data tier but don't necessarily want to administer the data so they know what the data is, What it does, they control how it's changed. They control how it's monitored, and we have multiple people that are distributed all over the company that do that. And then there's the people that actually run the control plane, and we get to distribute a data we're having to get to a common control plane that goes across the various databases, which is able to make the changes to the metadata and changes to the technical geeky stuff we have to do to keep data running. And so it's okay to have that. It's okay to have non technical and technical users who still maintain ownership of the data, and they work together in kind of a devops situation to make sure that we're maintaining the data to the needs of the business, and we have the business owners in there to tell us what that is. And we have the data administrators and that would actually make the changes. >>So the technology is, uh, an implementation detail in that model. Um, that's not It's not the tail wagging the dog. It's subservient to the business. Essentially, >>they're working together. And the reality is that the people who have the technical know how and have the business now how are often city in two different organisations that can exist anymore. They need to be maintained. They need to remove the barriers. And I deal with this with my clients all the time. They can't sit in silos. They need to collaborate together to make sure that the systems and the data are going to reflect and to solve the needs of the business. The only way to do that is to have collaboration at that level. >>So Lisa referenced multi cloud by default. You know, Chuck Witton was talking about that on the Cube recently. Uh, so I have often said multi clouds, Really? Multi vendor. It's like, Oh, I woke up. I got all these clouds. Okay, So what are the right strategies for customers? Where are they starting? How are they thinking about it? >>The people who are making the best progress is looking at it holistically. Looking at what does what does God look like? What are the things that are important to us? One of the capabilities were wanting to offer up and going into going into things, worried less about the tech of it. But more about how are we going to do things like accelerate business agility? How are we going to start to empower our lines of business to have first mover advantage? How do we take advantage of all of these disparate capabilities that over time it's going to vary? Who has competitive advantage? You could have one provider comes up with something that's a really compelling use case for what you're looking to do. But so if you've got the ability to be able to consume as a consistent ecosystem, all of those different partners, it's very easy to tap into that quickly and effectively delivering it. If you're trying to build things so that you're only tied into different people in different ways with different operational constructs, that don't really talk very well together. It's going to become very difficult for you to really take the maximum advantage of multi Cloud. So the thing that I would stress is, what are you actually trying to accomplish out of that work from the top down? Think about what good looks like. What are the capabilities that are meaningful and impactful to the business. And then the easiest thing in the world is to figure out which technology choices you have that enable that. But it has to be done through that lens of what is business value look like? And how do we manage that? And maximise that versus making desperate sort of distinct technology choices >>with the focus on business scene, which is absolutely critical. David, What's the GTM like between Dell and Deloitte? How do you when you bring them in? It's >>a perfect relationship. You've got to remember the customers and our clients have to have two things. Number one. They have to have a trusted adviser, and someone can bring to bear risk. Financial financial analysis, the ability to deal with technology, data, security, governance, things like that which are hard problems to solve. But do so in an objective way, making sure we're bringing the right solutions to bear to solve the problems looking after for the client as well as a technology partner that has the breath of everything you see on this floor that we can pick and choose different technologies to bring together to solve their exact needs. So having a partner like Dell is very important because ultimately allows us to pick the right solutions for the customer and bring to bear the exact solutions are going to solve their issues and do so in a way where they're going to be 100% optimised, where the solution that they're running is going to be near 100% optimisation as much as we can, and therefore that's going to value the business. Do you tend >>to these days, uh, to come into an organisation on a more sort of project basis? Or is it more things like we're talking digital transformation or data architecture? And then you figure out okay, where's the priorities? And the spending have to be is a kind of a top down or is it bottom up or a middle out? >>It tends to be a little bit of well, ultimately it ends up being both. So whether the conversation starts at a macro level and it's a more existential, how do we? How do we want to go to market and how do we want to support our business? A lot of conversations start that way. Sometimes it'll be bottom up where it is a specific project. We've got a net new application. We've got to go to market initiative, a new geography, whatever it happens to be. That is sort of what spawns that type of a dialogue. But ultimately, those two things do end up balancing out. Because if you do anything well and the expectation is that we're going to do things well, then it will grow. Or alternatively, if the aspiration is is that you want to do things in the best way possible, it will attract and pull through use cases and projects as and where required anyway. So the two things end up becoming pretty symbiotic, irrespective of whether it started as a top down. Michael meets a customer and sort of starts that way, or it's something from the grassroots up that it's more demand based from a project. >>When you have edged discussions with customers, how much of that is? You know, maybe it's the OT people or the folks out at the edge, and how much is I t involved in those discussions? >>It tends to be so. It's becoming more mainstream that it's a more holistic conversation, so a little bit is always the case. Some of the early conversations tend to be about use cases that are very business century so that you will have conversations with somebody who imagine somebody doing payments of distributed payments in financial services or something like that. And it's all about mobile banking and proximity and things. So you tend to talk to people about well, what are the potential use cases? How do you monetise some of those things? And then you talk to end up in a technology conversation or some could be potentially. Somebody says, Well, look, we've got the Capital Markets group want to do something, or the consumer banks want to go do something that's eccentric. How would we go about doing that from the organisation? We're now getting to a much greater degree of maturity with a lot of customers where it is a collaborative where you've got the person who owns the business problem or the business opportunity, plus the technology group. And it's a collaborative around. Well, what does the technology solution need to be able to offer up and deliver? And if we can do those things, how would we then go and leverage that technology and the most effective way to drive those types of business outcomes? We're talking about seeing >>a similar >>patterns. Yeah, I'm seeing very similar patterns. Ultimately, this is about tactical technology that has a strategic purpose. And you gotta remember we've had edge in one way, shape or form around for the last 30 years. We just haven't done it very well. And the thing is, we're starting to move a lot of these processes and a lot of these data collections, a lot of these analytics and a lot of knowledge engines, you know, out to the edge of the networks. And by doing so, that creates a strategic opportunity for folks in the organisations to figure out how that's going to work for them. And so it isn't necessarily a geeky conversation that we're having it strategically. We're looking to expand the way in which we're doing compute and doing data storage. It has these opportunities within the industry you're in. We're going to build this technology to make it happen. And that goes to both sides, people who do the implementation boards of directors and CEOs. But >>you can kick out if you have to, >>but they've all got to be there. And that collaboration seems like it's absolutely foundational to overall projects being successful. Guys, thank you so much for joining David me on the programme today. Talking about Dylan deployed better together and all the opportunities that there are to unlock the value and multi cloud. We appreciate your insights. >>Thanks for having us our >>pleasure. Thanks for our guests and a volonte. I'm Lisa Martin coming to you live from Las Vegas. Day two of our coverage of Dell Technologies World stick around. We'll be right back with our next guest. >>Thanks. >>Mm. Mhm. Mhm.
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as et cetera, the last day and a half. Thank you for having us. What does that mean to you? It's a complex distributed system that basically is invasive to what we do within the enterprise. How are they managing that approach? And the reality is, it's a more holistic approach that needs to be taken. What is the global transformation office? all of those assets and capabilities and map them to the types of outcomes, It's all of the above, I think, as we get as we get through the conversation, massively pivot multiple times right to survive and not to thrive. to have more VPN, traffic and things like that, that's not what it's all about. Okay, so square the circle for me because I totally agree with what you just said. and that ability to look at things holistically is going to become increasingly important. so not necessarily shove it all into a single data store but enable it to be distributed So because of the people who have Deloitte's gonna be having these conversations all the time with your customers. And so it's okay to have that. It's subservient to the business. And the reality is that the people who have the technical know how and Okay, So what are the right strategies for customers? What are the capabilities that are meaningful and impactful to the business. How do you when you bring them in? Financial financial analysis, the ability to deal with technology, data, Or alternatively, if the aspiration is is that you want to do things in the best way Some of the early conversations tend to for folks in the organisations to figure out how that's going to work for them. And that collaboration seems like it's absolutely foundational to I'm Lisa Martin coming to you live from Las Vegas.
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John Fanelli and Maurizio Davini Dell Technologies | CUBE Conversation, October 2021
>>Yeah. >>Hello. Welcome to the Special Cube conversation here in Palo Alto, California. I'm John for a host of the Cube. We have a conversation around a I for the enterprise. What this means I got two great guests. John Finelli, Vice President, virtual GPU at NVIDIA and Maurizio D V D C T o University of Pisa in Italy. Uh, Practitioner, customer partner, um, got VM world coming up. A lot of action happening in the enterprise. John. Great to see you. Nice to meet you. Remotely coming in from Italy for this remote. >>John. Thanks for having us on again. >>Yeah. Nice to meet >>you. I wish we could be in person face to face, but that's coming soon. Hopefully, John, you were talking. We were just talking about before we came on camera about AI for the enterprise. And the last time I saw you in person was in Cuba interview. We were talking about some of the work you guys were doing in AI. It's gotten so much stronger and broader and the execution of an video, the success you're having set the table for us. What is the ai for the enterprise conversation frame? >>Sure. So, um, we, uh we've been working with enterprises today on how they can deliver a I or explore AI or get involved in a I, um uh, in a standard way in the way that they're used to managing and operating their data centre. Um, writing on top of you know, they're Dell servers with B M or V sphere. Um, so that AI feels like a standard workload that night organisation can deliver to their engineers and data scientists. And then the flip side of that, of course, is ensuring that engineers and data scientists get the workloads position to them or have access to them in the way that they need them. So it's no longer a trouble ticket that you have to submit to, I t and you know, count the hours or days or weeks until you you can get new hardware, right By being able to pull it into the mainstream data centre. I can enable self service provisioning for those folks. So we actually we make a I more consumable or easier to manage for I t administrators and then for the engineers and the data scientists, etcetera. We make it easy for them to get access to those resources so they can get to their work right away. >>Quite progress in the past two years. Congratulations on that and looking. It's only the beginning is Day one Mercy. I want to ask you about what's going on as the CTO University piece of what's happening down there. Tell us a little bit about what's going on. You have the centre of excellence there. What does that mean? What does that include? >>Uh, you know, uh, University of Peace. Are you one of one of the biggest and oldest in Italy? Uh, if you have to give you some numbers is around 50 K students and 3000 staff between, uh, professors resurgence and that cabinet receive staff. So I we are looking into data operation of the centres and especially supports for scientific computing. And, uh, this is our our daily work. Let's say this, uh, taking us a lot of times, but, you know, we are able to, uh, reserve a merchant percentage of our time, Uh, for r and D, And this is where the centre of excellence is, Uh, is coming out. Uh, so we are always looking into new kinds of technologies that we can put together to build new solutions to do next generation computing gas. We always say we are looking for the right partners to do things together. And at the end of the day is the work that is good for us is good for our partners and typically, uh, ends in a production system for our university. So is the evolution of the scientific computing environment that we have. >>Yeah. And you guys have a great track record and reputation of, you know, R and D, testing software, hardware combinations and sharing those best practises, you know, with covid impact in the world. Certainly we see it on the supply chain side. Uh, and John, we heard Jensen, your CEO and video talk multiple keynotes. Now about software, uh, and video being a software company. Dell, you mentioned Dale and VM Ware. You know, Covid has brought this virtualisation world back. And now hybrid. Those are words that we used basically in the text industry. Now it's you're hearing hybrid and virtualisation kicked around in real world. So it's ironic that vm ware and El, uh, and the Cube eventually all of us together doing more virtual stuff. So with covid impacting the world, how does that change you guys? Because software is more important. You gotta leverage the hardware you got, Whether it's Dell or in the cloud, this is a huge change. >>Yeah. So, uh, as you mentioned organisations and enterprises, you know, they're looking at things differently now, Um, you know, the idea of hybrid. You know, when you talk to tech folks and we think about hybrid, we always think about you know, how the different technology works. Um, what we're hearing from customers is hybrid, you know, effectively translates into, you know, two days in the office, three days remote, you know, in the future when they actually start going back to the office. So hybrid work is actually driving the need for hybrid I t. Or or the ability to share resources more effectively. Um, And to think about having resources wherever you are, whether you're working from home or you're in the office that day, you need to have access to the same resources. And that's where you know the the ability to virtualize those resources and provide that access makes that hybrid part seamless >>mercy What's your world has really changed. You have students and faculty. You know, Things used to be easy in the old days. Physical in this network. That network now virtual there. You must really be having him having impact. >>Yeah, we have. We have. Of course. As you can imagine, a big impact, Uh, in any kind of the i t offering, uh, from, uh, design new networking technologies, deploying new networking technologies, uh, new kind of operation we find. We found it at them. We were not able anymore to do burr metal operations directly, but, uh, from the i t point of view, uh, we were how can I say prepared in the sense that, uh, we ran from three or four years parallel, uh, environment. We have bare metal and virtual. So as you can imagine, traditional bare metal HPC cluster D g d g X machines, uh, multi GPU s and so on. But in parallel, we have developed, uh, visual environment that at the beginning was, as you can imagine, used, uh, for traditional enterprise application, or VD. I, uh, we have a significant significant arise on a farm with the grid for remote desktop remote pull station that we are using for, for example, uh, developing a virtual classroom or visual go stations. And so this is was typical the typical operation that we did the individual world. But in the same infrastructure, we were able to develop first HPC individual borders of utilisation of the HPC resources for our researchers and, uh, at the end, ai ai offering and ai, uh, software for our for our researchers, you can imagine our vehicle infrastructure as a sort of white board where we are able to design new solution, uh, in a fast way without losing too much performance. And in the case of the AI, we will see that we the performance are almost the same at the bare metal. But with all the flexibility that we needed in the covid 19 world and in the future world, too. >>So a couple things that I want to get John's thoughts as well performance you mentioned you mentioned hybrid virtual. How does VM Ware and NVIDIA fit into all this as you put this together, okay, because you bring up performance. That's now table stakes. He's leading scale and performance are really on the table. everyone's looking at it. How does VM ware an NVIDIA John fit in with the university's work? >>Sure. So, um, I think you're right when it comes to, uh, you know, enterprises or mainstream enterprises beginning their initial foray into into a I, um there are, of course, as performance in scale and also kind of ease of use and familiarity are all kind of things that come into play in terms of when an enterprise starts to think about it. And, um, we have a history with VM Ware working on this technology. So in 2019, we introduced our virtual compute server with VM Ware, which allowed us to effectively virtual is the Cuda Compute driver at last year's VM World in 2020 the CEOs of both companies got together and made an announcement that we were going to bring a I R entire video AI platform to the Enterprise on top of the sphere. And we did that, Um, starting in March this year, we we we finalise that with the introduction of GM wears V, Sphere seven, update two and the early access at the time of NVIDIA ai Enterprise. And, um, we have now gone to production with both of those products. And so customers, Um, like the University of Pisa are now using our production capabilities. And, um, whenever you virtualize in particular and in something like a I where performances is really important. Um, the first question that comes up is, uh doesn't work and And how quickly does it work Or or, you know, from an I t audience? A lot of times you get the How much did it slow down? And and and so we We've worked really closely from an NVIDIA software perspective and a bm wear perspective. And we really talk about in media enterprise with these fair seven as optimist, certified and supported. And the net of that is, we've been able to run the standard industry benchmarks for single node as well as multi note performance, with about maybe potentially a 2% degradation in performance, depending on the workload. Of course, it's very different, but but effectively being able to trade that performance for the accessibility, the ease of use, um, and even using things like we realise, automation for self service for the data scientists, Um and so that's kind of how we've been pulling it together for the market. >>Great stuff. Well, I got to ask you. I mean, people have that reaction of about the performance. I think you're being polite. Um, around how you said that shows the expectation. It's kind of sceptical, uh, and so I got to ask you, the impact of this is pretty significant. What is it now that customers can do that? They couldn't or couldn't feel they had before? Because if the expectations as well as it worked well, I mean, there's a fast means. It works, but like performance is always concerned. What's different now? What what's the bottom line impact on what country do now that they couldn't do before. >>So the bottom line impact is that AI is now accessible for the enterprise across there. Called their mainstream data centre, enterprises typically use consistent building blocks like the Dell VX rail products, right where they have to use servers that are common standard across the data centre. And now, with NVIDIA Enterprise and B M R V sphere, they're able to manage their AI in the same way that they're used to managing their data centre today. So there's no retraining. There's no separate clusters. There isn't like a shadow I t. So this really allows an enterprise to efficiently deploy um, and cost effectively Deploy it, uh, it without because there's no performance degradation without compromising what their their their data scientists and researchers are looking for. And then the flip side is for the data science and researcher, um, using some of the self service automation that I spoke about earlier, they're able to get a virtual machine today that maybe as a half a GPU as their models grow, they do more exploring. They might get a full GPU or or to GPS in a virtual machine. And their environment doesn't change because it's all connected to the back end storage. And so for the for the developer and the researcher, um, it makes it seamless. So it's really kind of a win for both Nike and for the user. And again, University of Pisa is doing some amazing things in terms of the workloads that they're doing, Um, and, uh and, uh, and are validating that performance. >>Weigh in on this. Share your opinion on or your reaction to that, What you can do now that you couldn't do before. Could you share your experience? >>Our experience is, uh, of course, if you if you go to your, uh, data scientists or researchers, the idea of, uh, sacrificing four months to flexibility at the beginning is not so well accepted. It's okay for, uh, for the Eid management, As John was saying, you have people that is know how to deal with the virtual infrastructure, so nothing changed for them. But at the end of the day, we were able to, uh, uh, test with our data. Scientists are researchers veteran The performance of us almost similar around really 95% of the performance for the internal developer developer to our work clothes. So we are not dealing with benchmarks. We have some, uh, work clothes that are internally developed and apply to healthcare music generator or some other strange project that we have inside and were able to show that the performance on the beautiful and their metal world were almost the same. We, the addition that individual world, you are much more flexible. You are able to reconfigure every finger very fast. You are able to design solution for your researcher, uh, in a more flexible way. An effective way we are. We were able to use the latest technologies from Dell Technologies and Vidia. You can imagine from the latest power edge the latest cuts from NVIDIA. The latest network cards from NVIDIA, like the blue Field to the latest, uh, switches to set up an infrastructure that at the end of the day is our winning platform for our that aside, >>a great collaboration. Congratulations. Exciting. Um, get the latest and greatest and and get the new benchmarks out their new playbooks. New best practises. I do have to ask you marriage, if you don't mind me asking why Look at virtualizing ai workloads. What's the motivation? Why did you look at virtualizing ai work clothes? >>Oh, for the sake of flexibility Because, you know, uh, in the latest couple of years, the ai resources are never enough. So we are. If you go after the bare metal, uh, installation, you are going into, uh, a world that is developing very fastly. But of course, you can afford all the bare metal, uh, infrastructure that your data scientists are asking for. So, uh, we decided to integrate our view. Dual infrastructure with AI, uh, resources in order to be able to, uh, use in different ways in a more flexible way. Of course. Uh, we have a We have a two parallels world. We still have a bare metal infrastructure. We are growing the bare metal infrastructure. But at the same time, we are growing our vehicle infrastructure because it's flexible, because we because our our stuff, people are happy about how the platform behaviour and they know how to deal them so they don't have to learn anything new. So it's a sort of comfort zone for everybody. >>I mean, no one ever got hurt virtualizing things that makes it makes things go better faster building on on that workloads. John, I gotta ask you, you're on the end video side. You You see this real up close than video? Why do people look at virtualizing ai workloads is the unification benefit. I mean, ai implies a lot of things, implies you have access to data. It implies that silos don't exist. I mean, that doesn't mean that's hard. I mean, is this real people actually looking at this? How is it working? >>Yeah. So? So again, um you know for all the benefits and activity today AI brings a I can be pretty complex, right? It's complex software to set up and to manage. And, um, within the day I enterprise, we're really focusing in on ensuring that it's easier for organisations to use. For example Um, you know, I mentioned you know, we we had introduced a virtual compute server bcs, um uh, two years ago and and that that has seen some some really interesting adoption. Some, uh, enterprise use cases. But what we found is that at the driver level, um, it still wasn't accessible for the majority of enterprises. And so what we've done is we've built upon that with NVIDIA Enterprise and we're bringing in pre built containers that remove some of the complexities. You know, AI has a lot of open source components and trying to ensure that all the open source dependencies are resolved so you can get the AI developers and researchers and data scientists. Actually doing their work can be complex. And so what we've done is we've brought these pre built containers that allow you to do everything from your initial data preparation data science, using things like video rapids, um, to do your training, using pytorch and tensorflow to optimise those models using tensor rt and then to deploy them using what we call in video Triton Server Inference in server. Really helping that ai loop become accessible, that ai workflow as something that an enterprise can manage as part of their common core infrastructure >>having the performance and the tools available? It's just a huge godsend people love. That only makes them more productive and again scales of existing stuff. Okay, great stuff. Great insight. I have to ask, What's next one's collaboration? This is one of those better together situations. It's working. Um, Mauricio, what's next for your collaboration with Dell VM Ware and video? >>We will not be for sure. We will not stop here. Uh, we are just starting working on new things, looking for new development, uh, looking for the next beast. Come, uh, you know, the digital world is something that is moving very fast. Uh, and we are We will not We will not stop here because because they, um the outcome of this work has been a very big for for our research group. And what John was saying This the fact that all the software stock for AI are simplified is something that has been, uh, accepted. Very well, of course you can imagine researching is developing new things. But for people that needs, uh, integrated workflow. The work that NVIDIA has done in the development of software package in developing containers, that gives the end user, uh, the capabilities of running their workloads is really something that some years ago it was unbelievable. Now, everything is really is really easy to manage. >>John mentioned open source, obviously a big part of this. What are you going to? Quick, Quick follow if you don't mind. Are you going to share your results so people can can look at this so they can have an easier path to AI? >>Oh, yes, of course. All the all the work, The work that is done at an ideal level from University of Visa is here to be shared. So we we as, uh, as much as we have time to write down we are. We are trying to find a way to share the results of the work that we're doing with our partner, Dell and NVIDIA. So for sure will be shared >>well, except we'll get that link in the comments, John, your thoughts. Final thoughts on the on the on the collaboration, uh, with the University of Pisa and Delvian, where in the video is is all go next? >>Sure. So So with University of Pisa, We're you know, we're absolutely, uh, you know, grateful to Morocco and his team for the work they're doing and the feedback they're sharing with us. Um, we're learning a lot from them in terms of things we can do better and things that we can add to the product. So that's a fantastic collaboration. Um, I believe that Mauricio has a session at the M World. So if you want to actually learn about some of the workloads, um, you know, they're doing, like, music generation. They're doing, you know, covid 19 research. They're doing deep, multi level, uh, deep learning training. So there's some really interesting work there, and so we want to continue that partnership. University of Pisa, um, again, across all four of us, uh, university, NVIDIA, Dell and VM Ware. And then on the tech side, you know, for our enterprise customers, um, you know, one of the things that we actually didn't speak much about was, um I mentioned that the product is optimised certified and supported, and I think that support cannot be understated. Right? So as enterprises start to move into these new areas, they want to know that they can pick up the phone and call in video or VM ware. Adele, and they're going to get support for these new workloads as they're running them. Um, we were also continuing, uh, you know, to to think about we spent a lot of time today on, like, the developer side of things and developing ai. But the flip side of that, of course, is that when those ai apps are available or ai enhanced apps, right, Pretty much every enterprise app today is adding a I capabilities all of our partners in the enterprise software space and so you can think of a beady eye enterprises having a runtime component so that as you deploy your applications into the data centre, they're going to be automatically take advantage of the GPS that you have there. And so we're seeing this, uh, future as you're talking about the collaboration going forward, where the standard data centre building block still maintains and is going to be something like a VX rail two U server. But instead of just being CPU storage and RAM, they're all going to go with CPU, GPU, storage and RAM. And that's going to be the norm. And every enterprise application is going to be infused with AI and be able to take advantage of GPS in that scenario. >>Great stuff, ai for the enterprise. This is a great QB conversation. Just the beginning. We'll be having more of these virtualizing ai workloads is real impacts data scientists impacts that compute the edge, all aspects of the new environment we're all living in. John. Great to see you, Maurizio here to meet you and all the way in Italy looking for the meeting in person and good luck in your session. I just got a note here on the session. It's at VM World. Uh, it's session 22 63 I believe, um And so if anyone's watching, Want to check that out? Um, love to hear more. Thanks for coming on. Appreciate it. >>Thanks for having us. Thanks to >>its acute conversation. I'm John for your host. Thanks for watching. We'll talk to you soon. Yeah,
SUMMARY :
I'm John for a host of the Cube. And the last time I saw you in person was in Cuba interview. of course, is ensuring that engineers and data scientists get the workloads position to them You have the centre of excellence there. of the scientific computing environment that we have. You gotta leverage the hardware you got, actually driving the need for hybrid I t. Or or the ability to Physical in this network. And in the case of the AI, we will see that we So a couple things that I want to get John's thoughts as well performance you mentioned the ease of use, um, and even using things like we realise, automation for self I mean, people have that reaction of about the performance. And so for the for the developer and the researcher, What you can do now that you couldn't do before. The latest network cards from NVIDIA, like the blue Field to the I do have to ask you marriage, if you don't mind me asking why Look at virtualizing ai workloads. Oh, for the sake of flexibility Because, you know, uh, I mean, ai implies a lot of things, implies you have access to data. And so what we've done is we've brought these pre built containers that allow you to do having the performance and the tools available? that gives the end user, uh, Are you going to share your results so people can can look at this so they can have share the results of the work that we're doing with our partner, Dell and NVIDIA. the collaboration, uh, with the University of Pisa and Delvian, all of our partners in the enterprise software space and so you can think of a beady eye enterprises scientists impacts that compute the edge, all aspects of the new environment Thanks to We'll talk to you soon.
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Kathryn Ward and David Lowe, Dell Technologies | Dell Technologies World 2021
>>Mhm Yes. Hi lisa Martin here with the cube we are covering Dell technologies world, the digital event experience. I have two guests here with me today that are new to the program. So I would like to welcome David Lowe, the Director of product management for Dell Technologies. David. Welcome to the >>program. Hi, how are you >>doing well? And Catherine Ward is here as well, customer experience strategist at Dell Technologies Catherine, it's great to have you join us. Thanks. Happy to be here lisa. So we're talking about embracing as a service. That was a big announcement at Dell Technologies World as we were talking before we went live just a few months ago in the end of 2020 where the new Dell Technologies cloud console was announced. David start with our audience in terms of describing the apex council, what it is when it was launched and give us some color around that. >>Absolutely. Back in october we announced the Dell Technologies cloud console as part of unveiling the apex vision and this was really uh in response to what we heard from our customers about the need to be able to take advantage of cloud and as a service, operating models, being able to take advantage of our products and services around infrastructure in a way that really uh you know, met their needs in terms of the business results that they were trying to drive the kind of flexibility that they needed about how to get those offerings in place and be able to to run them having simplicity and how they managed those offers while also having just a greater degree of control, of course, that's afforded by having infrastructure running on premises versus uh in the public cloud. So with the apex console today, again, we're just listening to what customers say about being able to double down on that vision and provide even more functionality and capabilities on top of additional services that we're making available in the apex console today, >>Captain, let's get some point of view from the customers. David mentioned them a number of times. Obviously this is why you're doing this, but how does apex designed to help simplify operations? What are some of the things that you're hearing from the customer experience about it being able to simplify ops? >>Yeah, absolutely. So we've we've talked to many customers that's part of my team's job to ensure we're delivering a great experience. We've really heard >>that customers >>appreciate that they can now subscribe to services and and that the Dell offers. Um we've heard a lot from customers and sales folks that tells us that not every project they want to do is funded in a complex way. And so one of the great benefits of Dell clouds offers and the apex console is being able to get things in an op X way so they can pay on a subscription, uh sorry, so they can play on a subscription basis uh to meet, you know, their business needs is one major positive that we've been hearing from customers. >>One of the things that I read when apex launched a few months ago was this really as a way to demonstrate cloud as an operating model rather than a destination and lets you get both of your opinions on that and since launched what you thought, David, we'll start with you. >>Yeah, Well that's it's a great it's a great concept that customers really that really resonates with customers. So I mean, you know, cloud as an operating model has been something that many companies have moved towards over the last, you know, 10, 15 years, where there are fundamental characteristics of cloud that are defined as being on demand, being self service, providing easier access with elastic scale and then also just paying for what you use. And and and these are the things that customers really care about. And so as part of the apex vision and unveiling today in the in the apex console where offering services, for example, like apex storage services, where customers will have the ability to subscribe to that service on demand through the Apex Council in a self service way, they'll be able to take advantage of it in a way they pay for what they use because on top of a a committed storage capacity, it's an on demand usage model, uh and they have the ability to come in at any time and increase as their business demands what storage is available to them. So we really are capitalizing on those cloud characteristics that customers want to be able to take advantage of but doing so, you know, on top of uh, infrastructure products from Dell that customers have trusted for decades. >>Right. So one of the things that we've talked about so many times in the last year is the acceleration that we've seen in every industry with perspective digital transformation and seeing so many businesses in every industry pivot multiple times here. And that speed up, you know, like, you know, here we are using SAS applications to communicate and to reach customers. I'd love to know Katherine, what some of the things are that you've learned since the initial launch. Kind of given the interesting times that we're in, what are some of the things that you've learned from customer feedback that are going to be utilized to help uh, uh, kind of modify the product going forward? >>Yeah, absolutely. So one thing is customers echoing David, really value self serve. They want to be able to do things on their time when they want. And one of the great things that customers can do through the console is build solutions, choose services that best meet their needs, they don't have to involve sales, they obviously can if they want to, but they don't have to. And that is a big selling point key, you know, meets a key need of that. We've heard from customers, I'd say. The second thing that we've heard from folks is that they really like how we have set up our role based access >>and identity >>management capabilities. Uh and I'll give you an example, So there are company very large companies, let's say who may have one finance department and they are the only people who are empowered to sign off on orders, let's say. So maybe a more purchaser type role, you may have an entire separate set of folks who are more technical folks who understand how to configure an offer, how to put it all together and those, but those folks can't buy. Um And so we have built in some workflows um to help support those processes that we've heard from customers that they have, and by doing that they can ensure appropriate separation of duties according to their internal policies as well as help them get a handle on unexpected spend from I. T. Services. >>Catherine is really touching on an incredibly important point there that customers over the last 10 years as they've used cloud services from other providers. We know that the democratization of cloud, that said that anybody can come in off the street with a credit card and start using services. That's a great way for people to get up and running. But that also leads to the problem of shadow I. T. It also leads to uh you know, an unbounded expenses and and you know difficulty in managing costs and unpredictable expenditure. So we've seen over time how even other cloud providers have had to come back laser and based on customer feedback, start adding governance, start adding policies, start adding, you know budget management and spend controls, uh Start ensuring that the kind of workflow that Catherine mentioned is in place around uh you know, ordering And we decided to put that in just from day 1. So when customers come to the apex console, they're going to be coming in the context of a company or an organization where there will be users that have specific roles. And as Catherine mentioned, they'll have specific permissions that might align with their particular job function and there will be governance that an administrator can implement to ensure that only certain people can perform certain tasks, which, you know, we already know from customer feedback is incredibly important to give customers that kind of control that they might not get or that they might have been asking for from other cloud providers in order to ensure that this is truly like an enterprise grade level of servants. >>Yeah. And just to play off that David, you know, I've talked also while I also, I talked to customers a lot also make sure I interact quite a bit with our sales team so to get their views as well. And there's a university customer that we have who has this exact problem of shadow it. And they were, their goal was to unify and get all their main campuses on same system, following same policies, same procedures, same infrastructure. Um And one of the key challenges that they have is people, developers get excited, they want to build stuff and they will go to the public cloud, use a credit card for example and just get up and running. And now this company realizes that a those folks kind of going off and doing some of that on their own are actually spending more than their central it spends. So again I think it's a real world problem that we think we're we're well positioned to solve. >>Yeah, those guardrails seem really outstanding for customers to be able to get that. You both mentioned shadow I. T. And that's one of the things that we know so easy to spin up services. But yet you then disconnect I thi from different business units which is always a challenge for organizations. So having the governance and the role based access controls really provides your customers with more of a chance to, as you said I think a minute ago David consume and only pay for what they're consuming but also have that line of sight that visibility across who's using these services. What are we paying? Are we are we getting what we need and are we ensuring that we're getting more control over our environment? I can't even imagine how much more important that is these days with so many people still scattered and remote. >>Yeah and and and and and and it's it's just really part of the whole customer lifecycle as they work with our services. So after customer is able to subscribe to something like apex data storage services and after it has been deployed at their data center they'll be able to come in to the apex council, they'll be able to see information about that subscription and about the infrastructure that they're running including having health monitoring and alerts and be able to see the capacity usage of that service. Uh And with that telemetry and insight then be able to take action. Uh Perhaps as you say to you know either uh you know put in place additional controls within their teams on on spending or consumption or increase the available storage that they have to ensure that it meets uh their business needs. And and as we build out this end and life cycle within the apex console customers will see more and more features coming to help with you know tagging of expenditure for show back purpose is to simplify the way in which uh you know both I. T. Teams and financial uh personnel within a company are able to ensure that they're being responsible and and have that governance over over what's being consumed and spent. >>Yeah. Absolutely critical. Catherine talked to us about for existing Dell customers, how can they access the apex console? What's the what's the process there that you advise? >>Yeah. Great great question. So the good news is if you already have a Dell account, whether you're an existing premier customer or perhaps you visit us through Dell dot com your credentials will work. All you need to do is talk to your sales team, your sales representative and ask them to be enabled and the process typically goes that they will sales will help enable an administrator and from there the administrator at your company can start giving access and assigning those roles as as as you as you need. >>Just a little bit of a pivot on that. And what are we talking about in terms of time frame when we think of cloud services being able to spend them up knowing that there's still so much remote work going on. How quickly can Adele customer follow that process that you just mentioned and activate these services? >>Yeah, that's a great question. So our goal is to be able to, once, you know, we have your interest, we understand what you want to get you equipment and get you up and running within 14 days is our is our goal and our target. Um It's a lot depends on on what the customer needs and if they can get, you know, if they can accept delivery that quickly and all that. But but that is our that's our goal is get you up and running in 14 days. >>Excellent. That time to values David. Go ahead. >>Oh yeah, the the getting access to the council can be can be can be, you know, certainly a lot faster. But as Catherine said, you know, once you get into the console and you want to be able to consume the services, especially for those infrastructure services that are going to show up and be deployed at your data center. Uh You know, we we include features like integrated site survey that customers are going to see shortly when they're able to go through the subscription process and enter information about their physical data center. Maybe uh you know, physical access characteristics or power or networking configurations that they have So that our deployment services team knows what to expect when they show up. We can get everything wrapped and stacked and ready to go put it on the truck and have it uh you know, to the customer as quickly as possible as Catherine said, with the time to value promise of 14 days. >>Excellent. And that fast access last question David, before we wrap up, talk to us about what's next? This was only announced in the last 67 months so lots of Development and progress, lots of customer feedback helping to tune the services. What can customers expect you know going out the rest of 20 calendar year 2021 >>more. Just I mean you know we'll have access for more customers in more countries to be able to consume more services and more capabilities within the console to provide that richer and to end experience today we already have access Uh for the console within 17 countries around the world with customers from the US and. UK. and France and Germany already able to subscribe to certain services. We have access for apex data storage services and other countries uh Coming very soon. Uh So we'll be adding more countries or languages will be adding more services uh in the coming months. And as we alluded to earlier more capabilities to ensure that the end and experience that customers have crosses all of the different boundaries within their organizations and supports all of the different roles who need to be able to come in and do everything from discover services. Subscribe to them, provision, resources, uh manage, operate support and and and build solutions on on top of what they have. So it really is all about ensuring that it's a single consistent and to end life cycle within the apex console. >>Well, that word more was perfect when I said, what's coming next book? And folks expect more? It's like that. But wait, there's >>more. So I'm sure >>folks will will get a lot more information as the event unfolds in the weeks after David and Catherine. Thank you for joining me talking to me about all of the progress that's happened in such a short amount of time with apex concept. We look forward to seeing what's next. >>Thanks lisa. >>Thanks for having us. >>My pleasure for David Lo and Catherine Ward. I'm lisa martin. You're watching the cubes coverage of Dell technologies world, The virtual event experience. Yeah, yeah.
SUMMARY :
Welcome to the Hi, how are you Dell Technologies Catherine, it's great to have you join us. to be able to take advantage of cloud and as a service, What are some of the things that you're hearing from the customer experience about it being able to simplify ops? to ensure we're delivering a great experience. appreciate that they can now subscribe to services and and that a destination and lets you get both of your opinions on that and since launched what you they'll be able to take advantage of it in a way they pay for what And that speed up, you know, like, you know, here we are using SAS applications to communicate and their needs, they don't have to involve sales, they obviously can if they want to, to help support those processes that we've heard from customers that they have, T. It also leads to uh you know, an unbounded expenses also, I talked to customers a lot also make sure I interact quite a bit with our sales team Yeah, those guardrails seem really outstanding for customers to be able to get that. or increase the available storage that they have to ensure that it meets uh their business What's the what's the process there that you So the good news is if you already have a Dell account, How quickly can Adele customer follow that process that you just mentioned and activate So our goal is to be able to, That time to values David. services that are going to show up and be deployed at your data center. And that fast access last question David, before we wrap up, talk to us about what's about ensuring that it's a single consistent and to end life cycle within Well, that word more was perfect when I said, what's coming next book? So I'm sure We look forward to seeing what's next. Yeah, yeah.
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Pierluca Chiodelli & Gil Shneorson, Dell Technologies
>>Welcome back to Dell Technology World. 2021. Del Tech World. The virtual edition. My name is Dave Volonte. We're gonna talk about the Edge. Very excited to invite Pierluigi Deli, who's the Vice President, Product management for the Edge portfolio. Adele and Gil Schwarzman, who is the Senior Vice President. Edge portfolio, also with Dell Technologies Gentlemen. Great to see you. Welcome to the cube. >>Thank you. Thank >>you. You see you, >>Yeah, great to see you guys to which we were face to face, but maybe maybe in 22 Gil, let's start with you. The edge is very exciting. Uh, it's, you know, not really defined, it's very fragmented, but it's there, you know, it's kind of, you know, it when you see it, what do you get excited about when you think about the edge? >>Yeah, I think uh there's two elements. The first one is that we all live at the edge. In other words, the areas we deal with our around us every day will show up um when we uh, you know, when we consume when we drive. So it's a, it's a very physical type of activity. We know it's there. What's really exciting motive to me is that you started with talking about fragmentation right on the bet. Um, it is a great opportunity for the technology is to add value um because it's so fragmented because it's so new because it has developed and evolved the way it is. We see an amazing opportunity for us to add much more value than we do today and solve problems that have yet to be solved in the industry. >>And it's an exciting, it's almost like an infinite playground for a technologist. You >>dave, I think that's exactly what we find out. The Edge is very exciting. There is a lot of motion, especially due to the pandemic and other things. Big factor that accelerate innovation at the edge but this is an inorganic acceleration and what it kills for one of the most of our customer is also confusion, right? They need to apply multiple solution but not very organized. So you try to solve the outcome like having the right production on the, on your line because demand is surging but you don't have an organic things to do that and solve the problem. So you see a lot of silence coming in for each one of the solution and that's what Gil was referring. That's a great opportunity for us as dealt with the breath of the portfolio we have and what our team that is a new team is focusing doing is to bring that idea to be able to consolidate multiple things at the edge and process things at the edge. >>We did a an event cube, had an event called the Cuban cloud and Q one and we had john Rosen and the title of segment was something like gaining the technology edge And we were kind of freaking out on, on the tech at the edge. Uh it might take away there was trying to like what is the edge? It's like, well it's the place where it makes most sense to process the data and so that brings up a lot of challenges. There are technical challenges and there are business challenges. I wonder if we could sort of dig into those a little bit. How do you guys look at that? Maybe gil you want to start maybe on the business side and then we can dig a short, right >>the way things evolved if you think about it, um, at the edge of very vertical lesson because of that they're very use case driven And so in every industry possible you start with some business person making a decision whether they have a need or they want to grow their business. And so for example they would buy an applying to do fraud protection in retail or detection retail or they will apply an application to medical robotics in the factory. And it would come with its own gateway in plant compute in a cloud portal and then you do it again and again and again every time you have a business opportunity all of the sudden you have this proliferation of I. T. Type equipment at the end where it's it's the worst place to have it really because you don't have the right I. T. Resources and you are um in the need to protect it in a much more um in a different way than you do in a data center. And so all of that brings to bring us to a point that you know we see an opportunity to simplify. Um And so not only simplification and this is you know simplification or simplicity is the most important driver for any I. T. Purchase. Um Things that are simple are the easiest that the most economical to operate the next demand that we see from a customary security because things are at the they have a much more um you know extended attack surface um they need to be connected to networks, they need to be connected without I. T. Staff. So if you can simplify insecure you can really unlock amazing value by processing data where closely to where it's created without it. You know we were seeing this opportunity as businesses but we can we get to it because there are so those two hurdles in front of us. >>So when you say thank you for that bill, when you think about, when you hear you hear a lot about AI influencing at the edge and and if you think about AI today much of the work is modeling, it's done in the cloud, but you're not going to be doing A i influencing in real time in the cloud, you know, take the autonomous vehicle example, so that brings some some technical challenges. Um, there's obviously data challenges. I'm curious as to how you think about that. I mean we always talk about how much data is going to be persisted, I think Tesla persists like five minutes of data, right? But some of it is gonna go back, that's true, but a lot of it is going to be processed real time and that's just really different than the way we typically think about. Yeah, >>absolutely. So at the Edge, especially in manufacturing, we see right now or in a uh, another use case, it's very important to get the outcome very quickly. Now. You don't use that a deep learning model for that. You need to just understand, for example, in a computer vision use case where you take the image of your production line, you actually to your point dave you not keep those image when you keep the image where you have the defect. But you need to process that. Ai Ml needs to be intelligent enough to understand that you have a defect and send that image them to the club. So the search of the data at the edge is a very important factor and why you need to process data, the Edge because your point, you can't wait to send to the cloud and I'm waiting right? Um, Tesla is a clear example of that all the autonomous car where you need to react instantaneously to change. But in manufacturing for example that is our focus for now is for example the robots that if you need to optimize the robot, you need to have a immediate understanding of where the pieces are and when they need to put in the tolerance need to be act immediately. Otherwise you come out with the thousands of pieces that they are not in the right tolerance. So at the end of the day, what we see is not only the search of the need of processing ai ml to the edge but also the need of a new type of compute at the edge. So in the past was just Gateway and you get the gate when you send the data to the cloud. Now it's a form of a new computer that come as also GPU capability and other things to process the data. So very important. And I think the Dell especially we are very focused on that because is uh is really where the customer need to extract the value. >>Thank you. And Gil I want to get into the unique value proposition to tell what makes you distinct. And it's uh I infer from your comments, your strategy you said is to simplify and so I see two vectors. There. One is to simplify at the edge. The other is to where we're needed, connect that edge, whether it's on prem public cloud across cloud, that kind of simplification layer that abstracts the complex, the underlying complexity. Uh Maybe you could talk about your strategy and what makes you guys different. >>Sure. Um We've been talking to a, well we always talk to our customers and we've been doing business at the edge for many many years. Um You know let's call it coincidental were very large company we have reached, we serve our customers so when they decide to buy something for their you know environment, they come to us as well as other vendors and we win a percentage of the time based on our market share. Um But when we decided to take another look at how can we be even more relevant? We started talking to a lot of them great depth. And what would we do we discovered was the problem I talked about before, the problem of complexity, the problem of security and the problem of you know choice. And so our focus is to do what we do best. We at the end of the day we're an I. T. Company. Um and our our customers for the most part our I. T. People and we see them dragged more and more into edge projects because customers need to connect edge to the network and they need to security and that's how it starts. And so those worlds of I. T. And OTR coming together and their coming together applying best practices which is exactly what we know how to do. And so because of that we think that they need to think about architecture versus unique silent solutions architecture can support multiple use cases that can grow with time, consolidate more and more use cases as they grow. Simplify what they do by applying you know tried and true or tried and true best practices in a secure manner. So the deal approach would be doing that taking a more architectural approach to the adverse as a use case and then just like you predicted um meet the customers where they are from an application stand book. And so we we know that a lot of applications are growing and development on a hyper scale or public clouds. We would like to connect to those. We would like to allow them to keep working as they have except when they run into the edge. Think about environments that could consolidate multiple workloads and not solve it for each one at the same time. And so that would be our overall approach. That's what we're working on. >>Yeah. Okay. So that horizontal layer, if you will uh to to to serve many many use cases, not just you're not gonna go a mile deep into one and be the expert at some narrow use case. You want to be that horizontal platform. But at the same time, look, I wonder does does that call for more program ability as we over time of the of the products to to really allow people to kind of design in that flexibility if you will build my own. Uh is that something that we can expect? >>Yeah, absolutely. So uh we spoke a little bit about this before the interview and the things that is very important is compose ability starting from a very small from factor to the cluster and then expand to the cloud is a fundamental things and a trend that we see. The fact that you can compose the infrastructure um starting from a small gateway that is changing in this market, right up to the cloud and be able to use the same layer that allow you to run the same application is the fundamental things and we are working on that. Um we are working on this vision and our strategy is really to be able to be transparent but provide the right building block to do all the use case that they are required where the data are. So we again, not only meeting the customer but meeting where the data are, what the customer wants out of those data. So that's a fundamental things. And you know, we we have project Apex. So obviously we are plugging into the project apex from an edge point of view, will allow the customer to have this unique experience to go in Apex and also deploy the edge infrastructure that is needed. So that's that's we started right now with that. So we will touch later, but that's the first building block of that journey. >>Actually, let's touch now you've got some news around Apex and and and and talking what are you announcing? So >>we are very exciting because as I said, our team is, it's pretty new and um, it's a very important investment that Dell makes uh not only in us as a team but as a motion. Um, so we are announcing a reference architecture with PTC. PTC is the one of the biggest company for actually based here in boston uh for manufacturing and reference architecture will be run on based on apex private cloud so the customer can go to the portal, order, order apex private cloud and deploy deploy PTC on top of that. So, very important things is that the first step in this journey and but it's an important, very, very important steps. So we want to thank you also PTC to allow us to work with them. Um, we have other stuff as well that we are announcing. Um, I don't know if you are familiar but we have a very unique streaming data platform, um, streaming data platform that can stream multiple data collected from Gateway from every place. And uh it's a need obviously when you need to process data in real time, very important to have a streaming, what we're doing with the new streaming data platform approach is the ability to deploy single note. So it can be very appealing for the edge and up to free notes and last but not least gil if you want to speak about our other partnership is very important. >>Sure. Um once we started looking more in depth into manufacturing, we discover that this market is today served by combinations of um oT vendors, people who make equipment? S eyes, people who consult on integration and um and you know, a lot of SVS that make up this ecosystem and people like ourselves. And so one of the things that we decided to do is partner with accenture, accenture Industry X practice to bring our joint value to customers. We started by investing in in a five G lab. They have four industry act. So you know the usage of five G. Manufacturing industry and we will still we will expand that and work on that as a as a joint offer for our joint customers going forward. So we're really excited about this because we feel that consolidation needs to happen not only technology but also in the partnerships, we need to partner if you want to bring true value to our customers and that's the first step, >>awesome. That's great. So a couple of comments on that. So it's funny, we did the live work show in the cube a couple years ago. PTC is a big, big event and it was like it was the edge and I remember looking around saying where's all the vendors? So that's great to see you guys leaning in like that parallel to the streaming platform. Tell me more about that. What's the tech behind it? >>Uh So the streaming data platform is a project that we start a couple of years ago is actually uh start from open source Provida. Um it's uh it's a very interesting technology where you can stream multiple data, it is not a traditional storage, ah use a technology that can ah really collect thousands of different streams and that's very important when you need to mind the data, bring the data um in the structure data in a inefficient that you, you can process them at the real time. It's very important. So um there are very cool use case of that. But now that we look at the edge, this is make more and more tangible sense because we have a lot of partners that they're working with us, especially to extend when you have all this sensor, you bring the data to the gateways and from the gateways then you can use data streaming platform to collect all these dreams and then you can easily process them. So it's a very fundamental technology, we are very proud of that. Um as I said, our enterprise version uh is getting more and more and now we can land this on different architecture, so it is, it can be backed up by an Iceland. Uh it can be also on different storage type now and as I said, we're looking now to bring from a what was a data center kind of structure down to the edge because now we can put a single node up to three notes, >>it makes a lot of sense. Is this like a Kafka based thing or open source or is it something you guys built or a combination? >>It's a combination. We actually project. The project is an open source project, but we did that, we start this many years ago and um he works with Kafka, but he's not Kafka. So it's, it's a he has plugging that can work with Kafka and all the other things and, and it's very easy to deploy. So it's a very, very, very important. And the other things is the scalability of this platform. >>I mean, it sounds like the kind of thing you had in the labs and you said, OK, this is going to be important. That boom all of a sudden the market comes to you as if you pop it right in. And then of course, the accenture of relationship deep, deep industry expertise, so that makes a lot of sense. 55 Gs happening a different world the next 10 years in the last 10 years isn't it? What is it about manufacturing? Why why did you start there? >>I can take this. Um We looked at where the opportunity was from two perspectives. One is where the opportunity, what the opportunities to sell, even the other one obviously comes with it because there is an opportunity to have and manufacturing today at the edges about 30 of the opportunity in sales according to NBC but more so it's been around for the longer time and so they it's very it's maturing um it's the most demanding. Um and you know, it's got very long horizons of investment and what we did was we figured that if we can solve problems for industry we can then extend that and solving for everyone years. Because this would be the toughest one to solve and we like challenge. And so we decided to focus and go deep. You said it before? Well, our approach is definitely horizontal approach. We cannot take a horizontal approach without vertical izing and understand specific needs. So nobody can avoid doing both at the same time. You need to understand. But you also want to solve it in a way that doesn't proliferate the silos. So that's our role. We will understand what we will make it more generic so other people can never get later on >>and David, if I cannot. Uh I think the manufacturing is also very exciting for us as a technologist, right? Uh and uh Dell technology as in the name the technology. So it's very exciting because if I look at manufacturing, we we are really in the middle of a industrial transformation. I mean it's a new era. Um If you think about um nobody care in the past to connect their machinery with that the F. P. L. C. To the network. All of this is changing because the life that where we live right now with the pandemic with the remote working with the fact that you need to have a much more control and be able to have predictive matters. So you're not stopping your manufacturing is pushing the entire manufacturing instrument industry to connect this machine and with the connectivity of this machinery you get a lot of data. You get also a lot of challenge. For example security. So now that's the place where connectivity brings the I. T. Aspect in and U. T. Guys now they're starting to speak with because now it's a more complex things right? It's not any more computerized competitor eyes only to one machinery specific is the entire floor. So it's a very interesting dynamics >>is the connection between that programmable logic controller and the Dell solution is you mentioned to secure better security and I presume it's also to connect back to whatever the core or the cloud etcetera. Is it also to do you know, something locally? Does it improve? Is their value add that you can provide locally? And what is that value add? >>Absolutely. So the value, as I said, um if you think right in the past right, you have a machine that uh, probably stay in the manufacturing for 2025 years, then you have an artwork attached to that machine that it is the P. L. C. About 11 years. The guy that he knows better about that machine is actually not the software component on. But he's the guy that has been working on that machine for 15 years now. How you translate that knowledge To a learning algorithm that actually can do that 4000 of machine. And and that's really the key right. You need to centralize information, process those information but not in the cloud, not in the central data center, but on the manufacturing floor. And you need to have a way to represent these things in a very simple way. So the plant manager can take action or the or the guy that is responsible for the entire line can take action immediately. And that's where the changes is not anymore to is trying to extend that knowledge to multiple machine multiple floor and try to get this change immediately. So that's really >>so the PLC doesn't become a general purpose computer or even necessarily the Uber computer. It connects to that capability because that enables data sharing across clouds and that's >>enabled the entire things. You know, you you can't do a model just with one source. You need to have multiple sources. Um, and also think about the manufacturing is changing not only for the machinery, but people that they build new manufacturing right? They need to be smart building. They need to have a technology for being more green solar energy consumption. So the manufacturing itself is mean five or six different things that you need to solve. It's not just the machine. So this idea of the silence environment is started to collapse in one and that's why it's important for us to start from a vertical, but also in the manufacturing, you already see this will expand to multiple things. Also like smart building another thing because they need it. >>Yeah. The red guilt to your point manufacturers like the Big Apple. If you can make it there, you can make it anywhere and you've got adjacent seas, you can, you know, you can take the learnings from manufacturing and apply them to those adjacent industries. Uh, give us the last word. >>Um, look, usually when we talk at the technologies world, we talked to an I. D. Audience and we were, we're thinking this year that the way to talk about edge, at least with the people who traditionally buy from us is exposed them to the fact that they are more and more are going to be responsible for projects. And so our advice would be our hope that they would partner with us to think ahead. Just like they do with data center with their cloud strategy, think ahead as they think about their edge and try to set up some architectural guidelines. So when they do get the request, they're ready for it and think about what they think about the best practices that they applied, all of that is coming to them. They need to be prepared as well. And so we would like to partner with all of our customers to make them ready and obviously help them simplify secure, consolidate as they grow. >>Well guys, thank you, I learned a lot today. I you made a lot of progress. You know, this is the hallmark of Dell, right? It's a very high, let me make sure I get this right, very high due to say ratio right. You guys talked about doing this, you know, a couple a couple of years ago, uh, and you've made a lot of progress and I really appreciate you coming in the cube to explain the strategy. It makes a lot of sense. And so congratulations and uh, good luck in the future. >>Thank you. >>All right. And thank you for watching everybody. This is Dave Volonte for the cubes, ongoing coverage of Del Tech World 2021. The virtual edition. Keep it right there, right back, >>mm.
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Welcome to the cube. Thank you. You see you, Yeah, great to see you guys to which we were face to face, but maybe maybe in 22 Gil, What's really exciting motive to me is that you started with talking about fragmentation right on the bet. And it's an exciting, it's almost like an infinite playground for a technologist. So you see a lot We did a an event cube, had an event called the Cuban cloud and Q one and we that the most economical to operate the next demand that we see from a customary security I'm curious as to how you think about that. example of that all the autonomous car where you need to react instantaneously to change. across cloud, that kind of simplification layer that abstracts the complex, And so our focus is to do what we do best. in that flexibility if you will build my own. that allow you to run the same application is the fundamental things and we are working on that. So we want to thank you also PTC to allow And so one of the things that we decided to do is partner with accenture, accenture Industry So that's great to see you guys leaning the gateways then you can use data streaming platform to collect all these dreams and then you can Is this like a Kafka based thing or open source or is it something you guys built or a combination? And the other things is the scalability of this platform. the market comes to you as if you pop it right in. Um and you know, it's got very long horizons of investment and the past to connect their machinery with that the F. P. L. C. Is it also to do you know, something locally? So the value, as I said, um if you think right so the PLC doesn't become a general purpose computer or even necessarily the Uber but also in the manufacturing, you already see this will expand to multiple things. you can make it anywhere and you've got adjacent seas, you can, you know, you can take the learnings from manufacturing and apply the fact that they are more and more are going to be responsible for projects. You guys talked about doing this, you know, a couple a couple of years ago, uh, And thank you for watching everybody.
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John Shirley, Dell Technologies | Dell Technologies World 2020
>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to You by Dell Technologies. Welcome to the Cubes Coverage of Dell Technologies. World 2020. The Digital Experience. I'm Lisa Martin, and I'm pleased to welcome back one of our Cube alumni. John Shirley is with us. The vice president of unstructured storage product management. John. Welcome back to the Cube. >>Thank you for having me. It's great to be back. >>So so much has changed since we last saw you were very socially distant. But talk to me from from a storage and unstructured of data perspective, lot of changes in the year of 2020. >>Yeah, a lot of changes everywhere, but especially in our spaces. While we're seeing just a phenomenal amount of growth with storage. Still, that's continuing. But what we've really seen is things changing pretty pretty rapidly, actually, two new cloud based applications and it almost seems like everything that's happened during the pandemic has kind of been an accelerant to getting to that next level of technology. And so we're really excited to be working with our customers, really guide them in the journey to get into, you know, new cloud based applications, cloud native applications and really just helping them take advantage of all of this on structure data that's being generated. >>Yeah, we've heard about acceleration in so many facets this year and that it's, you know, we're accelerated by, you know, 24 to 36 months. Talk to me about, For example. I was talking Thio, Adele Technologies customer Earth down the other day. And, of course, the massive amount of video that they're generating 24 by seven by 3. 65 from all over the world. The edge, cloud core, So much growth there. How are you seeing customers be able to pivot quickly and adapt to how different things are? >>Yeah, you know, the interesting part two isn't just a collection of data anymore. It's how customers want to treat that data. And what we're seeing over and over again is that we get the video streams coming in. But there's also all of these sensors in the world and so marrying up the video streams with sensor information and keeping that in a repository so that you can do things like, uh, real Time analytics, but also be able to take that same data set and also get the historical view is becoming critically important. And that's the thing that's really changed, is how the data is being used yesterday that keeps coming in. But customers are really, really taking a different view in terms of how they want to go use that data. So we have a lot of tools that we've created over the last year or two that are helping our customers harness and really use that data, something that they just weren't able to do a couple years ago. >>Now we always talk about data as currency or data as gold or data equals trust and the most important factor for any businesses extracting value from that data. I think now, really time is even more important if you think of contact tracing, for example, or the accelerated work going on to develop a vaccine, so much access has to be now because data from yesterday isn't good enough. It's not gonna help solve some of these big use cases. What is she gonna key use cases that you're seeing accelerate in the last few months? >>You just hit it right on the head. So the way we look at it, it kind of two points within the timeline of data. That's the most valuable. And, of course, what you just said. Get the right away in the here. Now that's that's one of the times that is the most valuable toe have that data. But then if we kind of take a look at that data as it ages because it get less important, well, some of it might. But actually the data has a big scale data like data repository and be able to extract value out of that kind of holistically as a big set of data is extremely important as well. And so we we have tools, everything from our streaming data platform that talks about how we can extract value from that data, right as it's coming off the sensor of the videos video streams, we've got our power scale product, which provides very, very high performance storage so that customers 10 stream a bunch of data and get some of that AI and ml off of that data. And then we've got our PCs object storage based product what customers want exabytes of data, and they just want a really long term, robust storage repositories. So we've kind of got all the tools together that really helping our customers extract that value. >>Talk to me about doing a migration. That's always a big challenge, especially as many businesses live in a hybrid or multi cloud world where they've got or using public cloud services on from edge maybe, for example, but in terms of being able to get to the data and run algorithms on it to do a I. How can a customer give me, like a snapshot of a of an example infrastructure that, you see is common with customers that allows them to harness data wherever it is and be able to run a I on wherever it is without having to move it around and pale those charges and, of course, lose precious time? >>Yeah, that's a great question. What we're seeing a lot, too, is customers wanting to take advantage of things like the cloud, the power that compete in the cloud, and, uh, they don't necessarily want to move the data in and out of the cloud. But at the same time, you know, we want to make sure that the customers have the flexibility to choose which cloud that they want to go to. So we have multiple cloud offerings that were given to our customers, specifically the ability to take the data. We host the service for the customer so that it's all in all operated within the Dell EMC, uh, infrastructure team. And then we can map that data data up to the clouds. Whether they want to go to any of the Big three cloud providers, we could map that out. There's no egress fees, and they could go ahead and take advantage of the data very quickly, easily. >>So really, from a flexibility perspective, being able to meet them where they are, >>that's absolutely right. So whether the customers are in the edge or in their in their core or in the cloud will be there to help their needs. >>So this is the first Dell Technologies world that is digital, a lot of opportunity for folks. Thio learn and still be able to have as much engagement as possible. Talk to us about some of the things that you're excited about. The customers are gonna learn in terms of how you're helping them get more value out of the data faster in a time of such massive change. >>Yeah, so we're doing so much within the within the team. So earlier this year we introduced a new product called Power Scale which is taking our industry leading one FS software for scale out file. And we have put that in and really taken advantage of what we have within the Dell family and taking the best server hard work power edge. We've taken on one of one FS software married and together we're really extracting the best value of the data with those platforms. So again, the industry leading scale of file solution marrying that up with the industry leading server solution. And now we've got even though even more robust solution. On top of that, we have, uh, announced our objects scale solution. And so objects Scale is a knob decked store solution that's specifically targeted for customers running kubernetes. We've partnered up with our friends over at VM Ware and we've developed an object store specifically for developers on top of kubernetes environment, so that when customers want to go and start generating new applications with object store on new cloud native app they can really quickly spin up new object, store new buckets and start writing data. It's very simple and easy to use, and then when they want to grow at scale, we've got our PCs object store, too, into that petabytes scale. So it's it's very exciting. >>Can you give us an example of a customer that's that's already doing that That, you see, is really achieving some significant benefits? >>Yeah, yeah, So, uh, probably the one that's the most fun toe watches were working with a company that's doing amusement park rides and really taking a look at all the sensor information so that they can get predictive analytics in terms of the maintenance of the rides, making sure that if there is maintenance that needs to get done, they could get that fixed as quickly as possible so that customers going through those rights a. If, of course, they're going to be safety. Safety is always number one. But being able to make shape, make sure those rides are maintained so that the lines move quickly and they can keep customers going through. And you get us many people enjoying those rises. You can, and that's all coming from our streaming data platform, which is again taking that information. All of that sensors feet, and they need that that real time value that we talked about before to get that real time value. But they also get the historical view so they could see how the maintenance is kind of evolved over time. So that's that's one that's been, ah, lot of fun to work with here over the last couple. >>And hopefully we get to go back to amusement parks and calendar year 2021. Wouldn't that be nice? You mentioned safety and and that Yeah, that kind of makes me think about security. We've seen so much about increases like companies like Zoom, for example, with increased scrutiny on their data security, a more compliance requirements, Um, data protection being even mawr. Important as there was this massive pivot toe work from home seven months ago, and a lot of folks are still there are not going to be there. Tell me a little bit about some of the things that you're doing it to facilitate that this data, this massive increase in unstructured data, is managed securely so that if there's any sort of breach or incident, your customers air in good shape. >>We We have a lot of focus on security within the organization, and that's really across the board. That's really across all of Dell Technologies products. Eso We do a lot of things around encrypted drives to make sure that if the driver ever pulled out of the system, there's no way to go access that data. There's just no way to go do that without the original keys. You can't get those original kids when they're not in the system, so we make sure that we do a lot of hard enough the system at that level. We work very closely with the broader partner and ecosystem community to make sure that we provide things like ransom or protection, uh, isolated. So in case if something does happen a you identified as quickly as you can but be you make sure that you have a good data set, like a good golden copy of that data that you can always go back. Thio, >>you mentioned ransom where it's it's really been on the rise in 2020. I read a stat a couple days ago that every 11 seconds are Ransomware attack occurs when we think about how many new industries are exposed. I saw I read recently that the the New Zealand Stock Exchange was hit a couple of times. Carnival Cruise Line, the Department of veterans of There's a social media with Facebook Tick Toke Instagram on 235 million user profile straight from a unsecured cloud database. So not only is that threat landscape expanding, but we've got more people accessing. Um, you know, corporate networks with maybe personal devices for those phishing emails are probably even getting more sophisticated. >>Yeah, we spend. Like I said, we spend a lot of time. We have a whole security team within the storage group that does nothing but thanks about security and how we can harden the products to make sure they stay secure and robust. And we keep the bad, the bad people away. >>Now that's excellent. Alright, So any predictions what we might see in the next 6 to 9 months, who from Dell Technologies with respect to helping customers who are hopefully have pivoted from this survival mode to now being able to thrive, leverage data extract values from it to identify new revenue streams renew products are new innovation. What do you see on the horizon? >>Yeah, I see just the continued acceleration of the technology. I see Dell Technologies spending a lot of our time focused on solutions so that when we can go into a customer environment, we talk about solutions. We talk about how we can get time to value. So how quickly can we get up the customer up and running with a known good configuration? You know, supportable. It's enterprise grade on. We can have our customers spend time writing code and developing new applications and not worrying about how to go build that infrastructure. So you're gonna see a lot of things. A lot of partnerships across our entire infrastructure team, which internally we call I S G. And we're really working together is one SG team to make sure all of our networking, our storage and our compute and all of the software that goes around that we act as 111 overall family for our customers provide that solution. And we also partner very close with VM ware to provide that software layer. So that again when we go to our customers, uh, and they want to start a new project. We have all of the tools within our portfolio. Uh, we've been around for a very long time. We have very strong focus on both the horizontal, the various workloads that customers were running and also very specific vertical through the industry and teams that just are dedicated on that. So But I think you're going to see a lot more. Is the solution based approaches where we could go into customers? We can provide that solution, and it's up and running in the very, very short amount. All right, >>last question. You said you mentioned you guys have been doing this a long time. I know you've been with Dell for 10 years. What are the three things that you would say if you're in a customer situation and they're looking at Dell and maybe they're looking at HP, for example, or some other competitors? One of the three things that you think really differentiate what Dell Technologies can deliver with respect to extracting value from massive amounts of unstructured data. >>Absolutely. I mean, this is where I get really excited when I'm so proud to be at del, uh, because if I look at all of the advantages that we have that we could bring to our customers. We have just the knowledge. So I think first and foremost when it comes to on structure data, we have been the most prevalent player in the market. And again, if you take a look at different verticals, think about like media and entertainment. We've won an Emmy just because we've been around and we have the technology that's really met the needs. We, um but that's one. We have all of the deep knowledge, and that's really going to give a lot of benefit to our customers to we've got the breath of the portfolio. So not only do we have very specific knowledge in one area where actually cover all of the unstructured portfolio for our customers needs, whether that's file or object or streaming data might even be the data management data management. When we have data I Q. To help our customers understand that data. Our portfolio is really broad, so deep knowledge we have a broad portfolio and then we have the overall Dell Technologies family that that we go forward with. So again, it's not just about the unstructured data. It's everything that goes around that it's the servers. It's that computes all the infrastructure. But it's the software that's also our partners and that whole ecosystem that we built up across the technologies. That's what really makes us strong and really the best person to partner with >>excellent knowledge, bread and a large ecosystem. John, thank you so much for joining us on the Cube today, talking to us about all the exciting things that you're working on. What's to come? We appreciate your time. >>Thank you very much >>for John Shirley. I'm Lisa Martin. You're watching the Cubes Coverage of Dell Technologies World 2020.
SUMMARY :
It's the Cube with digital coverage of Dell It's great to be back. So so much has changed since we last saw you were very socially distant. everything that's happened during the pandemic has kind of been an accelerant to getting to that next level And, of course, the massive amount of video that they're generating 24 by seven by 3. the video streams with sensor information and keeping that in a repository so that you can do things like, the most important factor for any businesses extracting value from that data. So the way we look at it, it kind of two points within the for example, but in terms of being able to get to the data and run algorithms on specifically the ability to take the data. So whether the customers are in the edge or in their in their core or in the cloud Talk to us about some of the things that you're excited about. So again, the industry leading scale of file solution marrying that up with the industry All of that sensors feet, and they need that that real time value that we talked about before Tell me a little bit about some of the things that you're doing it to facilitate that this and ecosystem community to make sure that we provide things like ransom or protection, I saw I read recently that the the New Zealand Stock Exchange And we keep the bad, the bad people away. see in the next 6 to 9 months, who from Dell Technologies with respect to helping of the software that goes around that we act as 111 overall family One of the three things that you think really differentiate what Dell Technologies can deliver with We have all of the deep knowledge, and that's really going to give What's to come?
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Dipak Prasad, Dell Technologies Cloud | Dell Technologies World 2020
>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World digital experience brought to you by Dell Technologies. Hey, Welcome back, everybody. Jeffrey here with the Cube. Welcome back to our ongoing coverage of Dell Technology. World 2020. The digital experience, Uh, not in person like nothing this year, 2020. But the digital experience allows to do a lot of things that you couldn't do in person. And we're excited to have our next guest. He is Deepak Prasad, the director of product management for Dell Technologies. Cloud deep. Uh, great to see you. >>Hello, Jeff. Nice to meet you as well. >>You too. So let's let's back up, like, 10,000 square feet, cause you know, Cloud came in with a big giant rage. I guess it's been a while now with AWS and Public Cloud. And people are putting their depth tests on there. And, you know, we've seen this explosion of public cloud, and then we have hybrid cloud and multi cloud. And then, you know, basically people figured out that not everything can go to a public cloud. A lot of stuff. Shouldn't some stuffs gonna stay in data centers? for all different reasons, >>but >>basically it's horses for courses. So we're a little ways into this. How are you guys, Adele, really thinking about Cloud and helping your customers think about what cloud is beyond, you know, kind of the hype. >>Well, that's a great question, Jeff. At Dell, we think of Cloud really as an operating model and as an operating experience rather than a destination. So it's interesting that you bring up Public Cloud and Private Cloud, but we take a step back and think of what does that experience really represent? So if you think off, uh, you know what defines that cloud operating model? It's, ah, democratization of technology. Access off resource is through a p. I s through self service portals ability to pay as you go in a very simplified commerce experience and the agility of cloud. You know, the promise off instant availability of infinite scalability. Now, if if you look at you know the landscape around this until now, that has only been delivered in a consistent way by public cloud vendors, which leads people to believe that really cloud is the destination, not an operating model. But we think that we are capable of bringing those experiences those tenets off the cloud operating model to the on premises experience and really taking location out of the conversation. So this really allows our customers to focus mawr on their workloads than visions. They want to drive, and then they can fit there, uh, requirements their application requirements to the location where those resource is our regardless of having toe worry about it. This is public or private. They will get the same operating experience. They will get the same scalability, the same simplified commerce, the same access Thio resource is >>right. Well, let's talk about some of some of those things because, as you said, there's a lot of behaviors that are involved in cloud and cloud operating. You know, one of the behaviors that I think gave the public cloud an early leg up was just simply provisioning, right? Simply, if somebody needs some capacity, they need some horsepower to get interesting. It would be tested in the early days. No, they didn't have to provision. They didn't have to put in an order with I t and wait for so long to get a box assigned to them or purchased or whatever, right? They just swipe the credit card and went, How have you kind of help People have that kind of ease of use ease of, uh, he's of spin up piece of creation on what the right verb is because I think that's a really core piece of what enabled early cloud adoption. >>No, absolutely, you're spot on. And that was a big part of it that if somebody needed resource is instead of waiting for weeks and months, they could go on and and sign up for those resource and get almost instantaneous access. And we believe that what we're doing in this area is really transforming the business. Today. We can deliver resource is to customers in their data center in 14 days and really are aggressively looking to cut that down further. So what this really means is not just shipping Resource is in 14 days, but actually delivering a cloud experience in the customer's data center or of cola location, whatever, you know, location of their choice in 14 days and making that available to the customers, not just through the traditional procurement process. But we're actually very proud to announce the cloud Council, the Dell Technologies Cloud Council, through which customers can, in a self service way, order those ordered those resource is and have it show up and be operational in their environment in 14 days. So we're really bringing that speed of cloud to the on premise experience, >>right? So how how does it actually work? Do you pre? Do you pre ship some amount of capacity beyond what you believe is currently needed just to kind of forward que you will, if you will capacity. How does it work from from both the implementation strategy in terms of the actual compute and storage capacity, as well as on kind of the purchasing peace? Because those air to kind of very >>different work flows? No, that's a That's a great question. So for us, our strength are really in supply chain management that allows us to build capabilities across the world in areas from where we can ship the customers almost on the on demand basis. So as soon as we get in order that the customer needs a probably probably cloud deployment in a certain location, were able to mobilize those resource is from those locations and have it instance she hated in customers environ. So it's really built a strength off over the years off optimizing supply chain, if you will, and just bring taking that to the next level off. >>Okay, so we don't, >>uh environment we said. Yeah, >>no problem. I was gonna say the another great characteristics of cloud right is is spinning up, which we hear about all the time versus spinning down and write. The easiest example is always use. If you're running, you know, some promotion. If your pizza hut you're running a promotion for the Super Bowl, obviously, right? Your demand for that thing is gonna be huge. You want to spin up to be able to take advantage of all the people cash in their coupon, and then when the Super Bowls over, >>you >>want to spend those resource is down because you're not going to necessarily need that capacity. How do you guys accomplish that type of flexibility in your solution? >>So in our subscription model, we have different ways to address customer environment. So we allow customers to start very small and then and then grow the subscription as the requirements growth and the key thing of our subscription, which is really unique, is the ability to quote Terminate. So, for example, if if a customer started off on the three year subscription with the, uh resource is for, say, 100 virtual machines and somewhere along the way they needed to add resource is for 50 more virtual machines, so they will pay for the 150 virtual machines. But that extra 50 virtual machines does not create an orphan or a child subscription. At the end of three years, everything terminates together, so it really gives them flexibility with, you know, ability to start small and not have to worry about vendor lock in. And now we started off with sort of a reserved instance type off subscription model. But we're definitely bringing usage based models as well, which allows more, even more flexibility with respect to speeding up and speeding down. Right. >>And then what are some of the real specific reasons that people go for this type of solution versus a public cloud where some of the rial inherent advantages of doing this within my own infrastructure, my own data center, my own, you know, kind of virtual four walls, if you will. >>Yeah, you know, we strongly believe that the decision should really be guided by workload requirements. There's certain workloads that work really well in on premises environment. For example, you could take virtual desktop environments V. D. I. That works really well from a performance standpoint in In on premise, environment versus a public cloud environment. Similarly, there are other workloads were not public cloud deniers that that are best suited for public cloud. But it's really it should be something that's that comes from understanding your application. Understanding the leighton see requirements, understanding the data requirements for those applications. You know, what are your egress? Uh, issues. Or, you know, uh, the profile off the workload that you're trying to implement That should really be the driving force in where the workload this place >>and then, uh, tell us a little bit about the partnership with VM Ware because that's a huge asset that you have, you know, now you know, basically side by side and you can leverage the technology as well as a lot of the assets that are envy. And where how does that change? The way you guys have taken the Dell Cloud platform to market >>it really is a a differentiating factor for us. From a technology standpoint, it allows us to bring the best of both worlds best off off the hardware infrastructure as well as the best off the cloud. Stack the cloud software infrastructure together in one cohesive and and well developed package. So, uh, the Dell Technologies Cloud Platform from a technology standpoint is implemented with our VX rail appliances, which is a hyper converge infrastructure as well as VM ware clad foundation from a software standpoint. Now the code developed and jointly engineered capabilities allow for unique, unique feature off. Remember Cloud Foundation, where it can do lifecycle management off the entire stack, both the hardware and the software from a single interface. So it understands Vieques rails and understands the different form where levels and the X, where manager software versions etcetera. And then it would automatically select what is the best and well tested and supported software bundle that could be deployed without causing, you know, typical issues with version mismatches and trying to chase down different hardware compatibility, matrices, etcetera. All of those are eliminated, so it's a integrated lifecycle management experience. That's great. E. I'm sorry I have >>a little bit, a little bit of a lot of here, so I I apologize. >>I >>was just gonna say you've been at this for a while. Your product, you know, product management. So you're really thinking about speeds and feeds and you're thinking about roadmap and futures? I wonder if you can share your perspective on this evolution from kind of this race of to pure public cloud to this. This big discussion I think we had packed Elson. You're talking about a hybrid cloud back at being where 2013. So then, you know kind of this hybrid cloud and multi cloud and really kind of this maturation of this space as we as we've progressed for Ah, while now probably 10 years. >>Yeah. Yeah. And, uh, majority of our customers live in a multi cloud world. They have resource is that they consumed from one or more multi hyper sorry, uh, public cloud vendors and they have one or more on premise vendors as well, For their resource is and managing that complex environment across multiple providers with different skill set different tools, different sls. While it sounds really interesting to, you know, have workload drive your your deployment and place the workloads where they're best suited. It does prevent. It does present a challenge off managing a complex and and getting even more complex by the day, multi cloud environment. And that's where we think we have an advantage. Uh, based on some of the work that we're doing with the Dell Technologies Cloud console to bring a true multi cloud experience to our customers. Not one of the benefits of not being a, you know, a public cloud provider is that we are agnostic toe. All public cloud providers were fully accepting that certain workloads need to live in those environments. And through our cloud council, we will make it easy for customers to manage not only their on premises, assets and on premises. Cloud resource is, but also cloud resource is that reside in multiple public cloud vendors? >>That's good. Yeah, because it helps, right, because they've got stuff everywhere. It's like that, you know, there is no del technology, right? There's a lot of there's a lot of people that work there. There's a lot of project. There's a lot of, you know, kind of pieces to that puzzle. I wonder too. If you could share your perspective on kind of application modernization, right, That's always another big, you know, kind of topic. You should You should you take those old legacy APS. And could you should you try to rebuild them in, um, or cloud native way using containers and and all this flexibility and deploy them or, you know, which one. Should you just leave alone right there, running fine. They've been running fine for a while. They've got some basic core functionality that may be do or don't need toe to kind of modernize if you will. And maybe those resources should be spent on building in a new applications and new kind of areas of competitive differentiation. When you're working with their clients, how do you tell them to think about at modernization? >>Yeah, we looked at it from a business requirement standpoint. Off how what end goals. A customer trying to achieve through that application. And in some cases, you know, on you cover the spectrum, right there. Some cases modernization just means swapping out the hardware and putting it, putting that application on a more modern, more powerful hardware. At the other end, it z you know, going toe assassin model off, you know, everything available through through a cloud application. And in between those two extremities, there's, you know, virtualization that is re factoring this continual ization and micro services based implementation. But it comes down to understanding why that application is meant to deliver for who and what business requirements and business objectives that fulfills. That's how we use as a guiding principle on how to position application modernization to customers. >>All right, that's super helpful, because I'm sure that's a big topic. And, you know, there's probably certain APS that you just should not. You just shouldn't touch. You should probably just even Malone. They're running just fine. Let them do their thing. All >>right, fine. I'm sorry. No. Is this interesting? I was a conversation with the customer just earlier today where they have a portion off their infrastructure of some applications that they absolutely wanted to leave alone and and just change out the underlying hardware. But there are other applications where they really want to adopt, continue ization and re factor those out, rewrite those applications so that they can have more scalability and more flexibility around that. So it really is is determined by the needs. Yeah. >>Um so last question, del Tech world this year was a digital experience, like all the other shows that we've seen here in 2020 just But it's a huge event, right? A big, big show, and we're excited to be back to cover it again. But I'm curious if there's some special announcements within such a big show. Sometimes things get lost a little bit here in there, but any special announcements You want to make sure that get highlighted that people may have missed within this kind of see if content over the last several days >>22 major things that that I'm very excited to share with you One is Dell Technologies Cloud platform. We actually discussing and talking about Dell Technologies cloud platform in the concept off instant capacity blocks. So in the past, we talked about it with respect to notes. Uh, you know, adult technology cloud platform. You can have, you know, so many notes in it to power your your on premises. Cloud resource is but really have changed the conversation and look into how cloud customers air consuming those resource is and we really want to drive focus to that and introduced the concept of instance Capacity blocks instances are think of it as a workload profile, you know, CPU and memory put together and then, uh, in different combinations in a pre defined way to address different workload needs. So this really changes the conversation for our customers that they don't have to worry about designing or or speaking out the hardware platforms, but really understand how many resource is they need, how many, how much you know, processing power, how much memory, how much stories they need and they define their requirements was in those terms, and we will deliver those instance capacity blocks to them in their data centers. So behind the scenes is built by best in class. Uh, you know, hardware from Vieques rails and best in class software from being where, but it's really delivered in terms off instant capacity blocks. The second interesting thing that I wanna share with you and I profession a few times is Dell Technologies Cloud console. We're building this single pane of glass to manage our customers entire journey from on premises to multi cloud hybrid cloud with consistency off. How you can discover services how you can order services and how you can grow your the manager footprint. So those are a couple things from adult technology standpoint that we're really excited to share with people. >>Well, congratulations. I know you've been busting your tail for for quite a while on these types of projects, and it's nice to be able to finally release him out to the world. >>Well, it's just my pleasure. Alright. Thank you very much. >>Well, thank you for stopping by again. Congratulations. And will continue the ongoing coverage of Dell Technology World 2020. The digital experience. I'm Jeff Frick. He's to Park Prasad. You're watching the Cube. See you next time. Thanks for watching.
SUMMARY :
But the digital experience allows to do a lot of things that you couldn't do in person. So let's let's back up, like, 10,000 square feet, cause you know, you know, kind of the hype. I s through self service portals ability to pay as you go in a Well, let's talk about some of some of those things because, as you said, there's a lot of behaviors that are involved in cloud whatever, you know, location of their choice in 14 days and making that of capacity beyond what you believe is currently needed just to kind of forward So it's really built a strength off over the years off optimizing uh environment we said. Your demand for that thing is gonna be huge. How do you guys accomplish that you know, ability to start small and not have to worry about vendor lock in. my own data center, my own, you know, kind of virtual four walls, if you will. Yeah, you know, we strongly believe that the decision should really be guided The way you guys have taken the Dell Cloud platform to market software bundle that could be deployed without causing, you know, typical issues with version mismatches So then, you know kind of this hybrid cloud and multi cloud and really kind of this maturation of not being a, you know, a public cloud provider is that we are There's a lot of, you know, you know, on you cover the spectrum, right there. And, you know, there's probably certain APS that by the needs. like all the other shows that we've seen here in 2020 just But it's a huge event, You can have, you know, so many notes in it to power your your on premises. and it's nice to be able to finally release him out to the world. Thank you very much. Well, thank you for stopping by again.
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Travis Vigil, Dell EMC | Dell Technologies World 2020
>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to you by Dell Technologies. Welcome to the cubes Coverage of Dell Technologies World 2020. The digital version I'm Lisa Martin welcoming back to the Cuba One of our distinguished alumni, Travis V. Hild s VP of product management for Dell Technologies. Travis, nice to see you today. >>Hey, how's it going, Lisa? >>Not bad. Nice to connect a few, virtually. Of course, this year everything is so different. You've already done Virtual Cube. So welcome back our very socially distance program. 3rd 1 13 market. Alright. Eso back in May, you were on the Cube talking about the launch of power store. Really? What Dell Technologies was doing thio, um, kind of converged, Formerly overlapping technologies. My acquisitions compelling extreme io give us an update last few months of what's going on with power store customer adoption, mo mentum stuff like that. >>Yeah, you know, it's it's been, um, almost six months that we've launched the product and it's been a nun. Believable experience. Um, you know, let let me kind of break it up into a couple of different aspects. First of all, you know, we had Thio launch power store into a very different world than we had anticipated. Um, the global pandemic is obviously affecting everybody and everybody, you know, and everything around the world. You know, our first priority, Adele, is the health and safety of our customers of our team members of our partners. And, you know, it was a very interesting experience in that this technology is extremely important to many of our customers that are in essential businesses or businesses that are impacted by what's going on in the world. So even though there's this broad, um, you know, backdrop against which we had tow launch the product, we're still seeing fantastic adoption and fantastic mo mentum. Since launch, we've shipped worldwide over 40. We've we've shipped into over 40 different countries already. Um, but, you know, I think to really talk about mo mentum and what's going on, it's it's better to talk about specific customers and what they're doing and what they're finding advantageous about the product. Um, start maybe with a health care example. Healthcare provider in North America chose to adopt power stories, a multimillion dollar deal and what they were trying to do Waas modernize their data centers. They had many heritage storage devices in their data centers. Um, there was a lot of technical debt and they wanted toe modernize things, make things more autonomous and at the same time consolidate multiple different data centers into, uh, you know, still, they had data centers across across the country and across the world, but they were consolidating into fewer sites and with power store because of the efficiency because of the D duplication capability, because of the performance of the array, they were actually able to reduce the annual optics they had related to storage expenditures by $3 million per year. By going to PowerMax. I'm sorry by going to PowerStore, Um, so that that was a big one. Another, another good example was in a me, a high tech customer. They adopted power store because of power stores, ability to scale performance and capacity independently and in the business that they're in, they have two things that they're trying to balance. One is kind of a spiky performance requirement across their different applications. And the other is, uh, kind of ah, variable. And you know and uncertain growth of data. So the ability to scale performance when they need it and capacity when they need it allowed us to win this this nearly million dollar deal with them and then and then one other one that that's one of my favorites. Uh um entertainment company in the A P J region. Obviously, with with all of us staying home, I can speak for my my kids that air, you know, remote learning right over my shoulder. There is a lot more video games going on, and so this particular provider was able to do three things by installing power store. First, they were able to decrease their backup window from, uh, multiple weeks to a half a day because of the performance of the array. And the other thing they were able to do was to increase video game development efficiency by 25% and decrease cost a storage by 25%. So faster backups, more efficient game development and decreased cost. So those were just a couple of the examples that we have for power store. We were seeing great adoption, great traction and really, uh, customers and partners are are really excited about what we brought to market. >>He talked about, you know, some of the things that are essential that even back in May, when power Start was launched, no one would have thought here in October 2020. We'd still be in such a state of massive remote workforce businesses that we wouldn't have thought like a gaming company in a p j being essential as really being essential. Talk to me about the speed of adoption. For example, the health care organization that you talked about North America. How quickly were you able to enable that organization Thio upgrade or migrate to power store so that they could achieve not only those business objectives or outcomes that you talked about but do so in a way where only essential folks needed to be on site if it was on Prem? Because, of course, all the challenges there, right? >>Yeah, you know it, za Really good question on. We have to Do you know, this was a brand new product for us And in order to enable proof of concepts in order in order to enable our partners to be able to demonstrate the product is taken an enormous amount of coordination, an enormous amount of doing things remotely. And so you know, it's actually taken a little bit more time than, you know, had we've been ableto fly people around the world to do it. But we've gotten very proficient at organizing, with the customer being ableto host. The demonstrations or the proof of concepts remotely be able to do our. You know, our customer briefing is remotely eso. It is a new world and a new way of doing it, but we're doing it very effectively. >>So Power Start was big. In the beginning, there was like 1000 engineers working on this. This was the largest beta launch in Dell's history, the >>largest launch that we never did that we've ever done, >>launching it during a pandemic, unpredictable, and you're seeing tremendous momentum. So walk me through when you're talking to customers. What are some of the key differentiators that really make power store unique? >>Yeah, you know, I like to start at at the architecture of the product when I'm talking to a customer about power store because, um, with storage products, the architecture er is the thing that all future features and capabilities air built on. And so when you look at the core architecture of power store, it was a ground up design, a clean sheet design optimized for the way the world is today in the way the world is going to be. And so it was optimized for the latest and greatest in terms of media, whether that the NBN me or NBN me or ECM it was micro services based so that, you know, it's much more modular in the way that we can develop. And, uh, it was built from the ground up with things like performance and efficiency in mind. You know, when we first launched this this array and this this fact is true. Today we were bringing a product to market because of the fact that we had built it and optimized it at its core for the way the world is today. That was seven times more performance and three times more responsive than any previous mid range array that we had brought to market. So that that core performance is kind of point number one point number two Data reduction data reduction is the new normal. And with power store, we have a guaranteed Fourtou one data reduction. We've actually had a partner that did a test across a broad array of of midrange storage devices. That and in their particular environment, they saw 4.6 to 1 data reduction. And the closest competitive array that they had in their environment was getting less than 4 to 1. So being, you know, very competitive industry leading in data reduction is another key capability. And then if you go back to the core architecture, er and I talked about it in the in the high tech company that I mentioned the European high tech company, the ability to scale, performance and capacity independently in our scale. Out design is another differentiator. Um, for folks that have been around storage arrays a long time traditional storage array. You know, you you would add capacity sometimes when you need it performance or you that performance. Sometimes when you need to capacity by being ableto separate. Those two things customers can really get optimized in their environment for what they're trying toe. What their needs are. They need more performance, they can have more performance, they need more capacity, they can add more capacity. So I put those three things in the core architectural, um, differentiation that's resonating with customers and partners and then above and beyond that we brought some industry Onley capability to market. Um, in that we are the Onley purpose built storage appliance with a built in vm ware s X i hyper visor. So what this allows customers to do is run bm where based applications on the same hardware as they're hosting for storage. That's being fed to clients in the more traditional model. And this enables the whole new host of use cases where customers can, um, changed the way that they're optimized in the core. And also, there's a lot of good edge, uh, deployments that this that this new capability can help enable. So it z, you know, being architecturally advanced in performance efficiency and scale up and scale out and bringing industry Onley capabilities in our integration, especially with VM, where to market that have really resonated with our customers. >>How about some of those new use cases that the VM ware integration is enabling, especially in today's climate, with massively that scattered workforce that you know, some big execs predict 50% of the workforce is going to stay remote. We've got the edge expanding with device proliferation. What >>are some >>of the new use cases That that what Power Mac power store can deliver, uniquely as you said is gonna be able to drive and help many businesses thrive? >>Yeah, you know, I think that there there's a change in the way that you can do things in the core. But I think the new, uh, you know, either remote, uh, site or kind of the distributed edge benefits from the ability to do more with less less. And so if you can have hardware that is ableto, you know, provide some compute capability and a lot of storage capability. Those applications and use cases that are migrating to the edge or to a remote site can be enabled with a single device which leads toe, you know, easier manageability, lower total cost of ownership than having toe deploy multiple multiple devices. >>So you're great with the stats you show you you articulated the value that Dell Technologies set out to establish with power store all the testing, what you're seeing actually, in customer, uh, environments, which is fantastic when you're talking with analysts looking at what Dell Technologies has done when it's in to develop our store. And like I said, you know, merging technologies from compelling and extreme Iot, uh, etcetera, our analysts looking at this is maybe a benchmark in terms of what storage array companies should be doing. >>Uh, yeah. You know, there was was some press that was written when we announced that that that the release of Power Store established a new benchmark of what was expected from a million very storage array, which is, you know, it was something that that was really fulfilling, especially all after all of the work and all of that engineering that we talked about that that and the innovation that we have put into it over the course of a multi multi year journey. And so you know what? We're what we're seeing, you know, whether it be from partners, whether it be from analysts, whether it be from customers, is people really understanding that we have, um, taken a huge step forward in simplifying our portfolio, that we're able to direct our R and D investments into a single platform to bring mawr and more capability to that platform over time, and that message is resonating very strongly. >>So wrapping things up here, Power Store is in its first five or six months. And during that time, you know, crazy things have happened in the world were in a state still disarray, if you will, no pun intended what is next for the second half of power stores? First year. How is Dele? Technology is going to enable businesses to really continue to get past that survival mode right now into thriving so that they could be the winners of tomorrow. >>Yeah. You know, I think the second half of this year, the first half of this year was was all about getting the product out into market, getting people educated on it, getting partners, trained up on it, getting those key early wins, you know, established establishing that thought leadership on what we're doing with the with the overall storage portfolio. The second half of this year is really about adoption and getting it into the hands of mawr customers. Getting into that that, you know, enabling our partners to, you know, amplify our message into the market. And so I think you're gonna You're gonna see a continual drumbeat from us in terms of mawr adoption mawr mo mentum and mawr success on power store. Uh, and for me, that is the foundation going back to the architecture er comment I made earlier of good things to come in the future. The architecture, er is so flexible and is built for the future. And so when new things come when new media comes when new, uh, you know, interfaces or interconnect technologies come when we, uh, you know, invest in even tighter integration with VM where, like at VM World? Just a couple of weeks ago, we announced that we're partnering with VM Ware on a new interconnect technology nbn me over TCP that core architectures so flexible that it can adopt, you know, with software upgrades to the way the world is going to be in the future. And so for me, it was getting it out into the market, getting it adopted, adopted and then continuing to provide new features and new capabilities as the market of alls. >>And as our evolution is sort of unclear, the flexibility that you talked about the simplification are needed everywhere. I'll take those as well, Travis. Thank you. So much for sharing with us. The moments, um, for the first half of power stores, first year and what we can look to see. And it's not just second half that going forward. We appreciate your time. >>Thank you so much, Lisa. >>My pleasure for Travis, Be Hill. I'm Lisa Martin. You're watching the Cubes coverage of Dell Technologies World 2020 The Digital Experience.
SUMMARY :
World Digital Experience Brought to you by Dell Technologies. you were on the Cube talking about the launch of power store. I can speak for my my kids that air, you know, remote learning right over my shoulder. For example, the health care organization that you talked about North America. We have to Do you know, this was a brand new product for us And in order to In the beginning, there was like 1000 engineers working on this. What are some of the key differentiators that so that, you know, it's much more modular in the way that we can develop. that you know, some big execs predict 50% of the workforce is going to stay the ability to do more with less less. And like I said, you know, merging technologies from compelling and We're what we're seeing, you know, whether it be from partners, And during that time, you know, crazy things have happened in the world were and for me, that is the foundation going back to the architecture And as our evolution is sort of unclear, the flexibility that you talked about the simplification 2020 The Digital Experience.
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Sam Grocott, Dell Technologies | Dell Technologies World 2020
>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital experience Brought to you by Dell Technologies. Hello, everyone. And welcome back to the cubes. Continuing coverage of del Tech World 2020. This is David Want, and I'm here with Sam. Grow Kat. Who's the senior vice president of product marketing? Adele Technology. Sam. Great to see you. Welcome. >>Great to be here, Dave. >>All right, we're gonna talk generally about Cloud in the coming decade, but in really how the cloud models evolving. But I want to specifically ask them about the as a service news that Dell's making at DT W You know what those solutions look like? How they're gonna evolve. Maybe maybe Sam, we can hit on some of the customer uptake and the feedback as well. Is that sound good? >>Yeah, Sounds great. Let's dive right in. >>All right, let's do that. So, look, you've come from the world of disruptor. You know, when you joined Isil on that got acquired by M. C. And then Del So you've you've been on both sides of the competitive table and cloud is obviously a major force. Actually, you know, I'd say, the major disruptive force in our industry. So let's talk about how Dell's responding to the cloud trend generally. Then we'll get into the announcements. >>Yeah, certainly. And you're right. I've been on both sides of this, and there is no doubt if you look at just over the last decade or so, how customers are partners. We're really looking at evaluating how they can take advantage of the the value of moving workloads to the cloud. And we've seen it happen over the last decade or so, and it's happening at a more frequent pace. And there's no doubt that is really what planted the seed of this new operating experience. You know, kind of a new lifestyle, so to speak around as a service, because when you go to the cloud, that's the only way they roll is you get in as a service experience. Eso that really has started to come into the data centers organizations or moving specific workloads and applications to the cloud of Hey, how do I get that in a non premise experience? And I think throwing gasoline on that is certainly the pandemic, and Kobe, 19 has really made organizations evaluate how to move much quicker room or gradually by moving some applications to the cloud. Because, frankly, on Prem just wasn't able to move as fast as they like to see. So we're seeing that macro trend accelerate. And, you know, I think we're in good shape to take advantage of that as we go forward. >>Well, that brings us to the hard news of what you're calling Project Apex year as a service initiative. What specifically are you announcing this week? >>Yes. So Project Apex is one of our big announcements. And that's really where we're targeting how we're bringing together and unifying our product development or sales go to market, our marketing, go to market Everything coming together underneath Project Apex, which is our as a service and cloud like experience. Look, we know in that world where customers were constantly evaluating which applications stay on Prem, which applications and workloads should go to the cloud. I think the market has certainly voted clearly that it's gonna be both. It's gonna be a hybrid, multi cloud world, but what they absolutely or clear that they want is a simple, easy to use as a service experience, regardless of if their on primer off from. And that's where. Really, the traditional on premise solutions fall down because it's just too darn complex. Still, they've got many different tools managing many different applications that oversee their cloud operations, their various infrastructure, whether it's server or compute or networking. They all run different tools, so it's very, very complex. It also is very rigid to scale. You can't move as fast because they can't deploy as fast. It requires manual intervention toe by more you to think I got a get a sales rep in house to come in and, uh, extend your environment and grow your environment. And then, of course, the traditional method is very cap ex heavy. In a world where organizations air really trying thio preserve cash. Cash is king. It doesn't really give them the flexibility. Traditionally, um, are going forward that they'd like to see on that front. So what they want to see is a consistent operating experience for their on and off from, uh, environments. They want to see a single tool that can manage and report to grow and do commerce across that environment, regardless of its on or off friend. Uh, they want something that can scale quickly. Now look, when you're moving equipment on Prem, it's not gonna be a click of a button, but you should be able to buy and procure that with the click of a button and then very quickly, within less than a handful of days, that equipment should be stood up, deployed and running in their environment. And then, finally, it's got to deliver this more flexible finance model, whether it's leveraging flexible subscription models or optics friendly models. Customers were really looking for that more off X friendly approach, which we're gonna be providing with Project Apex so very, very excited about kind of the goals and the aspirations of Project Apex. We're going to see a lot of it come come to market early next year, but we're I think we're well situated, as I said, to take advantage of this opportunity. >>So when I was looking through the announcement in sort of squinting through it, the three things jumped out and you definitely hit on. Those. One is choice, but sometimes you don't wanna give customers too much choice, so it's gotta be simple, and it's got to be consistent. So It feels like you're putting this abstraction layer over your entire portfolio and trying to hit on those three items. Uh, which is somewhat of a balancing act. But is that right? >>Yeah. No, you're You're exactly right. The kind of the pillars of the project Apex value proposition, So to speak is simplicity, choice and consistency. So we've got to deliver that simple kind of end end journey view of their entire cloud and as his for his experience, that need span our entire portfolio. So whether it's servers or stores are networking or PCs or cloud, all of that needs to be integrated into essentially a large single Web interface that gives you visibility across all of that. And, of course, the ease of scale up and, frankly, scaled down. You should be able to do that in real time through the system, you know, choices a big, big factor for us. You know, we've got the broadest portfolio in the industry. We want to provide customers the ability to consume infrastructure anyway. They want clearly they consume consume it the traditional way. But this more as a service flexible consumption approach is fundamental to making sure people customers on Lee pay for what they use So highly metered environment pay for pay as they go. Leverage subscriptions essentially give them that op X flexibility that they've been looking for. And then finally, I think the rial key differentiator is that consistent operating experience. So whether you move workloads on or off, Prem, it's got to be in a single environment that doesn't require you to jump around between different application and management experiences. >>Right? So I gotta ask you the tough question. I want to hear your answer to it. I mean, we've seen the cloud model. Everybody knows it very well, But But why now? People going to say Okay, you're just responding to HP. What's what's different between what you're doing and what some of your competitors are doing? >>Yeah, so I think it really comes down Thio the choice and breadth of what we're bringing to the table. So, you know, we're not going to force our customers to go down one of these routes. We're gonna provide that ultimate flexibility. And I think what we're what will really define ourselves against them in China, ourselves against them is that consistent operating experience we've got that opportunity to provide both an on prem edge and cloud experience that doesn't require them to move out of that operating experience to jump between different tools. So whether you're running a storage as a service environment, which will have in the first after next year, um, looking through our new cloud console that is coming out early next year is Well, you're gonna be able to have that single view of everything that's going on across your environment. It also be able to move workloads from on Prem and off Prem without breaking that consistent experience. I think that is probably the biggest differentiator we're going to have when you when you ladder that onto just the General Dell Technologies value of being able to meet and deliver our solutions anywhere in the world at any point of the data center at the edge or even cloud native. We've got the broadest portfolio to meet our customer needs wherever we need to go. >>So my understanding is the offering is designed to encompass the entire Dell Technologies portfolio from applying solutions I s G etcetera, not VM where specifically But that Zraly, that whole Dell Technologies portfolio correct. >>Yeah. And look, over time we totally expectable transacted VM ware through this so way. Do expect that to be part of the solution eventually. Eso Yeah, it is across. You know, PCs. A service storage is a service infrastructure. As a service, our cloud offers all of our services traditional services, um that are helping to deliver this as a service experience. And even our traditional financial flexible consumption models will be included in this. Because again, we want to offer ultimate choice and flexibility. We're not gonna force our customers to go down any of these pads, but we want to do is present thes pads and go wherever they want to go. We've got the breath of the portfolio in the offers. Thio, Get them there. >>Okay, so it's it's really a journey. You mentioned storage as a service coming out first, and then Aziz. Well, if I understand it, the idea is that I'm gonna have visibility and control over my entire state on Prem Cloud edge. Kind of the whole enchilada. Maybe not right out of the chute. But that's the vision. >>Absolutely. You've got to be able to see all of that and we'll continue thio iterating over time and bring mawr environments more applications, more cloud environments into this. But that is absolutely the vision of Project Apex is to deliver that fully integrated core edge cloud. Uh, partner experienced thio all of the environments, our customers to be running it. >>I wanna put my my customer had on my CFO CEO had Okay, What's the fine print? You know, one of the minimum bars to get in. What's the minimum commitment I need to make? What are the some of those? Those nuances? >>Yeah. So you know both the storage is a service which will be our first offer of many in our portfolio and the cloud console, which will give you that single web interface to kind of manage report and kind of thrive in this as a service experience. All that will be released in the first half of the next year. So we're still frankly defining what that will look like. But we wanna make sure that we deliver a solution that can span all segments from small business, the media business to the biggest enterprises out there globally. Goal expansion through our channel partners, we're gonna have gos and Channel Partners fully integrated as well service providers as well as a fundamental important piece of our delivery model and delivering this experience for our customers. So the fine print day will be out early next year. Is we G A. These releases and bring in the market. But ultimate flexibility and choice up and down the stack and geographically wide is the goal of the intent. We plan to deliver that. >>Can you add any color to the sort of the sort of product journey, if you will, I even hesitate Sam to use the word product because you're really sort of transferring your mindset into a platform mindset in the services mindset as opposed to bolting services. On top of a product you sell a product is okay, service guys, you take it from here. It's really you have to sort of re think you know your how you deliver on DSO You say you start with storage on then So what can we expect over the next midterm? Long term? >>Yeah. I'll give you an example. Look, we sell a ton of as a service and flexible consumption today. We've been at it for 10 years. In fact, in Q two, we sold Our annual recurring revenue rate is 1.3 billion growing at 30% Very, very pleased. So this is not new to us. But how you described Dave is right. We adopt products customers in pick their product. They pick their service that they want a bolt on. Then they pick their financial payment model. They bolted on, so it's a very good, customized way to build it. That's great, and customers are going to continue to want that will continue to deliver that. But there is an emerging segment that wants more just kind of think of the big easy button they want to focus on an outcome. Storage is a service is a great, great example where they're less concerned about what individual product element is. Part of that, um, they want it fully managed by Dell Technologies or one of our partners. They don't want to manage it themselves. And of course, they want it to be paid for use on an op X plan that works for, works their business and gives them the flexibility. So when customers going forward want to go down this as a service outcome driven path. They're simply going to say, Hey, what data service do I want? I want file or block unified object. They pick their data service based on their workloads. They pick their performance and capacity tear. There is a term limit. You know, right now, we're playing 1125 years, depending on the amount of terms you want Dio. And then that's it. It's managed by Dell Technologies. It's on our books from Dell Technologies on bits, of course. Leveraging our great technology portfolio to bring that service and that experience to our customers. So the service is the product now it really is making that shift that we are. We're moving into a services driven, services outcome driven set of portfolio on solutions for our customers. >>So you actually have a lot of data on this? I mean, you talk about a billion dollar business, uh, maybe talk a little bit about customer uptake. Uh, you know, I don't know what you can share in terms of numbers and a number of subscription customers, but what I'm really interested in the learnings and the feedback and how that's informed your strategy? >>Yeah. I mean, you're right again. We've been at this for, you know, many, many years. We have over 2000 customers today that have chosen to take advantage of our flexible consumption and as a service offers that we have today never mind, kind of as we move into these kind of turn key easy button as a service offers that air to come that early next year. So we've leveraged all of that learnings, and we've heard all of that feedback. And it's why it's really important that choice and flexibility is fundamental to the project. APEC strategy. There are some of those customers that they want to build their own. They want to make sure they're running the latest power max or the latest power store. They want to choose their network. They wanna choose how they protect it. They want to choose what type of service they they want to cover some of the services. They may want very little from us or vice versa. And then they wanna maybe leverage additional, more traditional means to acquire that based on their business goals. That feedback has been loud and clear, but there is that segment that is a no No, no. I need to focus more on my business and not my infrastructure. And that's where you're going to see these more turnkey as a service. Solutions fit that need where they want to just define s l. A's outcomes. They want us to take on the burden of managing it for them so they can really thick focus on their applications in their business, not their infrastructure. So things like metering tons of feedback and how well wanna meter this, uh, tons of feedback on the types of configurations and scale they're looking for? The applications and workloads that they're targeting for this world is very different than the more traditional world. So we're leveraging all of that information to make sure we deliver our infrastructure as a service and then eventually solutions as a service you think about S A P is a service vb isa service ai machine learning as a service will be moving up the stack as well to meet more of a application integrated as a service experience as well. >>So I wanna ask you so I mean, you've given us a couple of data points, their billion dollar plus business couple 1000 customers is this? I mean, you've got decent average contract values. If if I do my math right s so it's not just the little guys. I mean, I'm sorry. It's not just the big guys, but there's some fat middle is, well, that they're taking this up. Is that fair to say >>totally? I mean, I would say frankly, you know, in the enterprise space, it's the mid the larger sides have historically and we expect they'll continue to want to kind of choose their best a breed apart. Best debris to products, best of breed services. Best to breed financial consumption. Great. And we're in great shape. There were very competitive, very, very confident or competitive and competing in that space. Today, I think going into the turkey as a service space that will play up market. But it will really play downmarket mid market, smaller businesses. It gives us the opportunity to really drive a solution there where they don't have. The resource is to maybe manage a large storage infrastructure or backup infrastructure, compute infrastructure. They're gonna frankly look to us to provide that experience for them. I think are as a service offers will really play stronger in that mid and kind of lower end of the market. >>So tell us again the sort of availability of the actual, like the console, for example, when when can I actually get? I mean, I can get I could do as a service today. I could buy subscriptions from you. This is where it all comes together. What's the availability and roll out details? >>Sure. So as we look to move, move to our integrated kind of turn key as a service offers the console or announcing at Dell Technologies World as it's in public preview now. So for organizations of customers that want to start using it, they can start using it. Now, Uh, the storage, as a service offers gonna be available in the first half of next year. So we're rapidly kind of working on that now, looking to early next year to bring that to market so you'll see the console and the first as a service offered with storage, is a service available in the first half of next year, readily available to any and everyone that wants to deploy it. So we're We're not that far off right now, but we felt it was really, really important to make sure our customers, our partners and the industry really understands how important this transformation to as a service and cloud is for Dell Technologies. That's why you know, frankly, externally and internally, Project Apex will be that North Star to bring our end end value together across the business, across our customers across our our teams. And that's why we're really making sure that everybody understands Project Apex and as a services is the future for Dell. And we're very much focused on that. >>So I mean, is the head of product marketing. This is really a mindset of cultural change, really. You're really becoming the head of service marketing. In a way, How are you guys thinking about you know, that mindset shift? >>What? Really, it's it's How am I thinking about it? How is the broader marketing organization thinking about it? How is engineering Clearly thinking about it? How is finance thinking about it? How its sale like this is transformative across every single function within Dell Technologies has a role to play to do things very differently. Now it's going to take time. It's not gonna happen overnight. You know, various estimates have. This is a fairly small percentage of business today in our segments. But we do expect that to start to and it has started to accelerate. Ramp. You know, we're preparing for a large percentage of our business to be consumed this way very, very soon. That requires some changes in how we sell changes in how we mark. It clearly changes in how we build products and so forth, and then ultimately, have you know how we account for this has to change. So we're approaching it, I think the right way, Dave, where we're looking at this truly end. And this isn't a a tweak and how we do things or in evolution, this is a revolution for us to kind of move faster to this model again building on the learnings that we have today with our strong customer base on experience. We built up over the years. But this is a This is a big shift. This isn't an incremental turn of the crank. We know that. I think you expect that our customers expect that, and that's that's the mission we're on with Project date. >>Well, I mean with 30% growth. I mean that za clear indicator and people like growth. We're going. I've no doubt that clients are. That's a clear indicator that customers are glomming onto this. And and I think many folks wanna buy this way. And I think increasingly, that's how they buy SAS. That's how they buy Cloud. You know, why not buy infrastructure the same way? Give us your closing thoughts, Sam. What are the big takeaways? >>Yeah, Big takeaways is from a Dell Technologies perspective. Project Apex is that strategic vision of bringing together or as a service and cloud capabilities into a easy to consume, simple, flexible offer that provides ultimate choice to our customers. Look, the market has spoken. We're gonna be living in a hybrid, multi cloud world. I think the market is also starting to speak, that they want that to be in as a service experience, regardless of its on or off ground. It's our job. It's our responsibility to bring that he's that simplicity and elegance to the on Prem world. It's not certainly not going anywhere. Eso That's the mission that we're on with Project Apex and I like the hand we've been dealt. I like the infrastructure and the solutions that we have across our portfolio. And we're gonna We're gonna be after this for the next couple of years to refine this and build this out for our customers. This is just the beginning. >>Well, it's awesome. Thank you so much for coming to the Cuban. We were seeing the cloud model. I mean, it's extending on Prem Cloud, multi clouds going to the edge. And the way in which customers want to transact business is moving at the same same direction. So, Sam, good luck with this. And thanks so much. Appreciate your time. >>Yeah. Thanks, Dave. Thanks, Everyone. Take care. >>All right. Thank you for watching. This is Dave Volonte for the Cuban. Our continuing coverage of Del Tech World 2020. The Virtual Cube will be right back right after this short break
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World Digital experience Brought to you by Dell Technologies. But I want to specifically ask them about the Yeah, Sounds great. So let's talk about how Dell's responding to the Eso that really has started to come into the data centers organizations or Well, that brings us to the hard news of what you're calling Project Apex year as clear that they want is a simple, easy to use as a service experience, the three things jumped out and you definitely hit on. You should be able to do that in real time through the system, you know, So I gotta ask you the tough question. We've got the broadest portfolio to meet our customer needs wherever we need to go. that whole Dell Technologies portfolio correct. Do expect that to be part of the solution eventually. Kind of the whole enchilada. But that is absolutely the vision of Project Apex is to deliver that fully integrated core You know, one of the minimum bars to get in. a solution that can span all segments from small business, the media business to the biggest enterprises It's really you have to sort of re think you know your how and that experience to our customers. So you actually have a lot of data on this? that air to come that early next year. Is that fair to say it's the mid the larger sides have historically and we expect they'll continue to want to kind of choose their best like the console, for example, when when can I actually get? So for organizations of customers that want to start using it, they can start using it. So I mean, is the head of product marketing. building on the learnings that we have today with our strong customer base on experience. I mean that za clear indicator and people like growth. I think the market is also starting to speak, that they want that to be in as a service experience, I mean, it's extending on Prem Cloud, multi clouds going to the edge. This is Dave Volonte for the Cuban.
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SriRaj Kantamneni, Cargill and Howard Elias, Dell Technologies | Dell Technologies World 2020
>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to you by Dell Technologies. Hello, everyone. And welcome back to the cubes wall to wall coverage of Dell Technologies World, The digital experience 2020. The Virtual Cube is coming at you. I'm Dave Volonte. And with me or two Great guest, my colleague and longtime business friend Howard Elias. He's the chief customer officer and president of services and digital Adele. And also joining me is Sri Raj, aka Sri Can't him Nene, who is the managing director of digital insights at Cargo, which is one of the world's largest privately held companies in the top maker and distributor of agricultural products and the things that we eat every day. Gentlemen, thanks so much for your time and coming on the Cube. Great to see you. >>Great to see you, Dave. And three. Great to see you again as well. >>Good to be with you both. So >>I wanna Howard, I wanna talk about start by talking about digital transformation. I'm gonna make it laugh. So I was talking to a customer every day or the other day, and we all talk about, you know, digital transformation. And I said, What's digital transformation to you? He said, Dave, my S a P system was 15 years old and I have to upgrade. It was like, Okay, there's eso There's a spectrum, as you know, but what do you seeing as digital transformation? What does that mean to your customers? >>Well, what we're seeing is a glimpse of the future. And first of all, Dave, Great to be with you again, uh, free and all of you out there hope everybody's safe. And, well, thanks for joining us, Adele Technologies World today. But digital transformation from our customers perspectives the technology enablement of experiences with customers, partners and employees, a swells automating processes to deliver value to the all key stakeholders. And we've just seen a glimpse of the future. Customers are accelerating their adoption of technology. We see this through necessity, right when everybody had to pivot from or toe work from home, especially those professional workers and for the most part, whether companies plan forward or not, we all embraced and learned new ways of being productive remotely, and that was all enabled by technology. But we've seen it in every walk of life. It's really an acceleration of trends that were already underway, whether it was the remote experience for professional employees, whether it's e commerce experience, whether it's telemedicine, distance learning. All of these things have been available for a while, but we've seen them be embraced and accelerated tremendously due to what we've seen over the last six months in all industries. And free will talk about what's happening specifically in the agricultural industry, and what we've seen is customers that have made investments over the years have been ableto move even faster in their specific industries. We've just on a survey of about 4600 customers around the world, and 80% have accelerated their investments in digital technology to improve the experience of their employees of their customers and of their partners. >>Yes, so So thank you for that, Howard. Three. I mean, a lot of people might think of cargo. There's physical business, but it's anything but. I mean, you've got such a huge data component to your business, but I wonder what you would add. I mean, we're maybe talk a little bit. I mean, it's such amazingly, you know, rich and deep company. But maybe talk about your digital transformation journey and at least in your sphere of the world where you're at. >>Yeah, thanks, David. You know, Howard's absolutely right. What? What Cove it has done is just accelerated the need for technology on farm and with our customers. And and certainly in the last few months, we've seen that accelerate tremendously, right? A t end of the day. Agriculture has been a technology first, um, industry for for hundreds of years, and and so we're seeing that take fold in the form of digital adoption, the use of analytics, the use of really unique sensor technologies like cameras and computer vision. Um, sound I liken it to the senses that we all have every day that we used to make decisions. Well, we're now seeing that adopted with our with our customers. And so it's a really interesting time, and I think an opportunity for for the industry to really move forward. >>I mean, in terms of the three in terms of the pandemic, you know, we we talked to a lot of customers. Howard just mentioned a survey. You certainly saw the pivot in tow work from home you know, increase in laptop momentum. And in Dell's business, we saw that you're seeing identity access, management, cloud security and point security. Even even VD I These were big tail winds early on. What did the pandemic due to your business and just in terms of your your priorities did you have to obviously shift to those things to support work from home? What happened to your digital transformation was was anything put on hold and is restarting. Can you just Yeah, I don't know what you could tell us about that, but anything you could describe and add some color to that narrative would be really helpful to our audience. >>Certainly. Yeah. You know, I think overnight we had, ah, workforce that went from being in the office toe working from home and and that just accelerated the need for for collaboration tools. Things like like teams and and Skype and Zoom have just taken off right? But also technologies that allow for virtual engagement, like white boarding and brainstorming sessions that we used to do in the office with customers and suppliers. We're now having to do in a virtual setting. So so that has just transformed how we do business on the customer. And, you know, technologies like computer vision and and sound really transform the need to to leverage labor differently. Right? One of the biggest challenges that the cove it has has placed is how labor interacts with animals and and with food production. And we've just seen a significant adoption of technology to help alleviate some of those stresses. >>Now you guys probably have seen the tongue in cheek cartoons, the covert wrecking ball, you know, the guys in the audience or the building saying digital transformation. Not on my watch in the cove, it comes in. I've often joked, uh, I guess we have to have a sense of humor in these times, but But if it ain't broke, don't fix it. We'll cove. It kind of broke everything. And Howard, when you think about digital transformation, yes, was going on before co vid. But But there are a lot of industries that hadn't been disrupted. I think about health care. I think about financial services. I think about defense. I mean, the list goes on unlike publishing, for instance, which got totally disrupted by the Internet. But now it seems like If you're not a digital business, you're out of business. Eso Are you seeing like virtually every industry adopting digital? Or are you seeing any trends that are different by industry? What are you seeing out there >>were absolutely seeing every company in every industry adopted in their own way, thinking through their business models. I mean, even think about what's happened in your local town. How technology is able enabled restaurants to dio, you know, uh, take out and delivery through digital tools, your local dry cleaner, your your local butcher and your baker. I mean, everybody's having toe be creative and reinvent. It's not just the, you know, large professional industrial financial services companies who are also reinventing. But I go back to what I said before what we're seeing. These trends were already underway. They've just been put into hyperspeed what folks were thinking about doing in two or three years we're doing into two or three months. The pivot toe work from home worldwide happened in two or three weeks, and it's not the crisis we planned for, but we're always preparing for the future. The groundwork was laid, and now it's just been accelerated. We're seeing it everywhere, including inside Adele. You know, I think about all the processes and the way we serve our employees, our customers and partners we've accelerated were adopting the product model within our own Del digital organization, for example, that's been accelerated. The move to multi cloud on having a cloud operating model no matter where the infrastructure has been accelerated. And you know, everything we've talked about on the client experience. Security models, networking model software, defined models, every every industry, every company has had to embrace this >>so sorry. I mean, I'm fascinated by your business. I mean again, I think a lot of people think of it as a real physical business. But there's so much data. You're the head of digital insights, which is You've got data running through your your entire operations. There's other things. There's there's double take words I see in your your background like aqua culture. So So how are you re imagining the future of your industry? >>That's Ah, that's a fascinating question, Dave. You know, think, Imagine this. You could listen to a shrimp eat and then turn that into unique insights about the feeding patterns on behaviors of shrimp, right? Who would have imagined 10 years ago that we would have technology that enabled us to do things like that? Right? And so, from aquaculture thio the dairy industry to, you know, grain origination. We're leveraging digital and data to really help our customers and producers make better, more informed decisions where in in the past it was really experience that allowed them toe be good farmers and and good stewards of our planet. Now we're using technology, so it's really an opportunity toe harness, the power of digital for our industry. >>Well, you know, and it's critical because we have people to feed and actually it's working. I mean, the yields that air coming out of the industry or are amazing. I know there's a lot of discussion now, but hey, you know, we're actually getting a lot of food to people. And now there's a discussion around nutrition that's that's front and center, and I presume technology and data fit in there as well. Three. I wonder if you could comment. >>Yeah, you know, by 2050 day there will be nearly 10 billion people on this planet. And to feed that growing population, we're gonna need 70% more protein on DSO. As you think about the impacts that that that growing population has on the planet. There's also, you know, nutrition. But think about sustainability. How do we how do we grow this food and get it from the place that it's produced to the place where it's consumed in a way that's a resource efficient and effective? So there's nutrition in just the middle class in Asia, you know, having a higher propensity to spend and dealing with that challenge on one end of the spectrum and then on the other end of the spectrum, being ableto really deal with with sustainability. >>I would have watched your career over the decades, and you've had so many roles, and I always used to joke with you. They give you the hardest problems if you want. If you want to get stuff done, you give it to the busiest guy. It was always Howard, you know, help us with with our own transformations. Help us do the integrations, whether it was m and a or the course, the largest in just >>industry I love a good challenge is you know, >>I do know and so I want to get. Get the update on Dell's own transformation. I've been talking to a number of your executives this week, and it looks like you know, you guys air, drinking your own champagne, dog food and whatever you wanna call it. But but bring us up to date on what you guys are doing internally. >>We are, and we're no different than any of our customers. And having Thio focus on our digital transformation agenda, I mentioned earlier the adoption of our product model, you know, moving from a project based Dell Digital and I T Organization to one that's a product model. So these are balanced teams with a product manager, a designer and developers working closely with the business and the function in an agile manner and the C I. C. D pipeline manner. And all of this again has been accelerated. We have our own del digital cloud, which is our hybrid cloud that we leverage internally. We're software defining everything, and it's really paying dividends because what we've seen literally in the last 6 to 8 months is higher levels of security, higher levels of availability, higher levels of resiliency. We've been able to handle all of the increased transactions on our e commerce engines, all at higher quality and lower costs. Now we the groundwork for this with Jen Felch in the team over the last couple of years, but again, by necessity, had to accelerate. And we've done that. And we're even moving faster now on data pipelines and really understanding all of our key processes and understanding the work flows and the data flows, working with machine learning and artificial intelligence again, exactly the way Cargill and other of our customers are doing in their businesses. I know you're talking or have talked to Doug Schmidt. You know, we've digitized and automated thousands of processes and our services organization Theobald bility on a remote basis to service our customers were we've invented new and innovative ways the service our customers remotely versus going on site, not just in break fix, deployment, remote change, management, manage services, consulting. It's just, you know, great to see all this wonderful innovation come together serving our customers. >>Thank you for that, Howard. And you, you said something that triggered me in a good way. Data pipelines. I use that term a lot. And three I wonder if you could talk about this because you're You guys have been around since the 18 hundreds, I think the largest privately held company in United States, I think, right, and probably close to one of the largest in the world. And so >>you >>got a lot of data and a lot of different places. So a huge challenge for you is okay. How do you manage those data pipelines? Those data, the data lifecycle, And I would think the company the size of cargo to the extent that you can reduce the end to end time it takes to go from raw data to insights E. That's gonna be telephone numbers for for your business and your bottom line that you can then reinvest and get back to customers, etcetera and be competitive. I wonder if you could talk about >>you >>know, that whole concept of the data pipeline And how are you using data and and some of the challenges of compressing that end to end cycle time and Leighton >>see, to >>get to insights >>that day. You know, Carlos, 155 year old company and and at our core were a supply chain company. Right? Um, you know, taking food from where it's produced, getting it through the manufacturing process, toe customers. And so at the end of the day, I I joked that not only are we have physical supply chain company, but we're also a data supply chain company. So the data value chain right is really about taking all the different inputs in data that we have in turning that into unique insights. And I don't think there's ah company on the planet in the food space that has the ability to connect those dots in the way that we dio. And so our ability to create unique, actionable insights for our customers is going to be really powerful, especially in the in the coming years. >>So talk about let's talk about Dell a little bit. I always ask, uh, technology leaders how your vendors doing for you? How did they help you through the pandemic? How would you grade del uh, in terms of its support through the pandemic? >>Dell has been absolutely fantastic, right? I mean, I think it is really need to have partners like Dell helping us achieve our mission for our customers. And I know they feel that way about us as their customers. So it's really wonderful. Toe have the type of collaboration and partnership that we do. >>Alright, Howard, Same question for you. How would you grade Del Onda? How you guys have done through the through the pandemic with regard to supporting your customers. I mean, you're you're never one toe overhype, uh, in my experience with you. But give us the your take. >>Why would grade del by what our customers say? And we do it both through direct conversations as well as the data and telemetry we get and the data and telemetry we have in terms of our NPS r R C sat scores or service level objectives that were delivering all have remained in profile. The team has really risen to the occasion. Been super creative, passionate, full of grit. We heard Alison and Angela talk about that the Dell Technologies world this morning, and our team is embodied that spirit and that great to be able to deliver. But in the conversations we're having with customers three and his peers, uh, you know, look, it's it's been a challenging time, but as you know, Dell has always focused on delivering value for the long term. We're not in it for the short term, and that has served us well. That philosophy Theobald active. We have with working with customers, eyes always about what's in the best interests of our customers in the long term. Because if we do that, it will ultimately be in the best interest of Dell. >>Well, it's It's been amazing to just watch. I mean, it's just ironic that we got hit with this at the beginning of this decade. It's gonna It's obviously gonna define. You know what we do going forward. I think we've all talked about it. It's funny. Everybody in our business and the technology business. We've become covert experts in some way, shape or form overnight. But we've talked a lot about the the things that we see as as permanent, and I think that >>you >>know you clearly the your two companies are examples of agility leaning into technology. And, as you said, Howard here for the long term, 155 years old, I think story said so well, here's to another 155 years. Gentlemen, thanks so much for coming to Cuba. Awesome guests. >>Thanks. Day. Appreciate it. >>Thank you for watching everybody. Our continuing coverage of Dell Technologies World 2020. You're watching the Cube?
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World Digital Experience Brought to you by Dell Technologies. Great to see you again as well. Good to be with you both. every day or the other day, and we all talk about, you know, digital transformation. And first of all, Dave, Great to be with you again, I mean, it's such amazingly, you know, rich and deep company. Um, sound I liken it to the senses that we all have every day I mean, in terms of the three in terms of the pandemic, you know, we we talked to a lot of customers. you know, technologies like computer vision and and sound really the covert wrecking ball, you know, the guys in the audience or the building saying digital How technology is able enabled restaurants to dio, you know, the future of your industry? you know, grain origination. I wonder if you could comment. the middle class in Asia, you know, having a higher propensity to spend and dealing you know, help us with with our own transformations. But but bring us up to date on what you guys are doing internally. agenda, I mentioned earlier the adoption of our product model, you know, moving from a project based And three I wonder if you could talk about this because you're You guys have been cargo to the extent that you can reduce the end to end time it takes to go from raw data company on the planet in the food space that has the ability to connect those dots in the way that How would you grade del uh, in terms of its support I mean, I think it is really need to have How would you grade Del Onda? But in the conversations we're having with customers three and his peers, I mean, it's just ironic that we got hit with this at the beginning know you clearly the your two companies are examples Thank you for watching everybody.
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Caitlin Gordon, Dell Technologies and Lee Caswell, CPBU | Dell Technologies World 2020
>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to You by Dell Technologies Everyone welcome back to the cubes Coverage of Dell Technologies World Digital Experience I'm John for your host of the Cube Cube. Virtual. We're not in person this year were remote We're doing The interviews were not face to face. So thanks for watching two great guests to talk about the Dell Technology Storage and data protection for the VM Ware environments got Caitlin Gordon, vice President, product management, Dale Technologies and Leak as well. Vice president of Cloud Platform Business Unit, also known as CPB. You for VM where Lee and Cable in Great to see you both. Thanks for coming on. >>Thanks for having me >>s So what? What a crazy year. We're not in person. Usually the the events Awesome. VM world recently went on and then you guys have the same situation role online now and it's >>really kind >>of highlighted the customer environments of cloud needed. But I've been saying this on all my reports and all the Cube interviews that the executives who are in charge and now saying, Look at our modern APS have to be cloud native because the obvious benefits are there and container ization has become mainstream. But yet I d c still forecast about 15% of enterprises are still fully containing rise, with a huge amount of growth coming around the corner. So you're seeing this mature market where containers are validated, they're being put into production. People are now moving hard core with containers. And you have the kubernetes. I gotta ask you, Li, I'm Caitlin. What does this mean for the customers? Are they getting harder pressure points to do things faster? What does it all mean for the customer? >>Yeah, I'll start. Only you can add to it. I mean, I think what we see is the trends that were already happening of now. Accelerated and modern APs were kind of the top of the priority list, but now it has is really expedited. But at the same time, traditional applications haven't gone anywhere. So there's this dichotomy that a lot of I t is dealing with of head Oh, accelerate those modern APs while also streamlining and simplifying my environment for my traditional laps. And not only do I need to the right infrastructure to have that for production workloads, modern, traditional, but also form a data protection standpoint. How to ensure that those are all secure and do all of that in a way that simplifies life for whether it's the data protection admin, the BM admin or even the developer right, all of the different folks involved and needing to make all of their lives simpler has just really exacerbated a challenge and really given us a lot of opportunity to try to solve that for customers together. >>Lee, What's your take on the landscape out there? >>Yeah, I'd emphasized that speed really matters today, right? That we're really looking at. How do you go and deploy new applications faster, right? New ways to get engaged with customers. I mean, it's not happening physically anymore. So how is it happening while it's happening largely through applications? And so as you now basically develop new applications more quickly, containers are a way to speed the pace of applications, and the theme that you know we continue to drive home is that that means infrastructure has to respond more quickly, and it means that for the teams that are managing infrastructure, it really helps if you have a consistent model where you can get mawr done with the same teams and leverage all the experience you have, as well as the security and infrastructure resiliency model that we're bringing together to our customers. >>This brings up the real question, and if this comes up, kind of you see more of the executive level like we need to have a modern application direction. They'll go. Everyone goes, Yeah, of course. Thumbs up. Then they go Try to make that a reality because even though Dev ops and Infrastructures Code is still the viable path, it's hard. It's like Caitlin, we're talking about EJ to core Data center hybrid the multi cloud. There's a lot going on under the hood there. So you guys are doing a lot of stuff together. VM Ware and Dell Technologies. What's the solution for customers? They gotta move faster. As lead pointed out, Caitlin, how are you guys working together to make that infrastructure more modern, faster, programmable and reliable, >>and make it simpler for the customers right? I think it really comes down to one of the most powerful things about the partnership is that from the dull technology standpoint, we have really a plethora of different solutions to support your VM or environment. Whether it's a three tier architecture with Power Edge power store or leveraging the X rail. Or very commonly, it's gonna be both of those. You have the right infrastructure to support the production workloads and have a consistent operating model between them leveraging devils and primary storage side and all the integrations we have with the ex rail. And then we have with power, protect data manager Great integrations in some recent enhancements that make that even better and are now able to protect Tan Xue, protect the VCF management domain and not only have the storage, but also the protection for that environment. But do it in a way that supports what the V A madman needs and also gives that consistent protection, consistent storage, consistent operating model for the rest of I T. And at the same time you're enabling the developers to move faster. >>Lee, You guys have been doing a lot of joint development, and we've been covering a lot of the news VM world. Ah, lot of joint engineering, a lot of joint integrations. You guys have been collaborating with Dell Technologies for a long time. Also, the relationship. Where is that Today? Can you expand on that a little bit and take a minute to explain the joint >>collaboration? I'll start with the fact that you know, good marketing is really easy when you have great engineering. And so the work that we're doing together, like between our companies. Now we have a lot to talk about, right? E mean the work scaling mentioned right around Devil's integration, for example, on power Max right on da npower store, right? I mean, you start looking at the integration work that we're doing together. It means that customers are getting the benefits of the joint integration work and testing right that comes and so you're guaranteed out of the box toe work. Also, you know, don't forget that contain owners and all of the things we're doing around containers. It's basically designed thio accommodate the fact that containers air spun up more quickly or destroyed more quickly, their shared across the hybrid cloud more frequently and without an inherent security model and built in data protection. It's really hard to go and see how you can deploy these with the enterprise resilience that's demanded at enterprise scale. And so that's what we're doing together, right? And, you know, we build great software, Uh, but without great hardware partnerships, it's one hand clapping, right. It's about getting our teams together, right? That really makes it sing at the customer level. >>You know, I think that's a really example of the business. Performance results have come in Vienna, where you guys were doing a great job. Go way back to the years ago when Pat and Raghu we're talking with from Amazon and all. Since then, it's been joint development, join integrations, and that's a great business model for you. And so, Caitlyn, I wanna get back to you. Because at VMRO we covered Project Monterey, the new initiative for the anywhere but a year before they had Project Pacific that came toe life with product results. Tan Xue specifically, you guys have the power protect data manager that we talked about in the summer, but now for Tan Xue supported and Tan Xue environments that super relevant, can you share any updates on your end on the power protect Data Manager and Tan Xue? >>Yeah, I li I couldn't agree more that great engineering mix our jobs a lot more fun and a whole lot easier. So we've been really lucky. And the partnership we've had has really never been stronger. So yeah, but the most recent release of power protect Data Manager introduces the support for that tan xue protection. It also introduces really important things like storage, storage based policy management. So in in biosphere, when you set up a storage policy, you have data protection as part of that and you have the integration with power protect data Manager. So you're able to automatically protect new VM that are created by that storage policy of being applied. >>But >>at the same time, it's also being tracked in power. Protect Data Manager. So you have that consistency across enabling your vitamins and enabling your data protection your i t. Team. To keep track of that, we also have ah tech preview that we did at VM World about how we're working as from Dell technology standpoint to innovate around. How do you protect some of these VMS that are so large and so mission critical that you need to be able to protect them in a new and innovative way that doesn't disrupt the business. And we did a tech preview of that, and it's something you'll hear more about from us, too. But it's PM traditionally would be in this category of unprotected ble because of the impact it could have on the environment and how we're really looking to do that in a more efficient and intelligent way. So we can actually protect those be EMS. And there's there's really a whole lot more. When you talk about objects, scale and everything else that we've done, it's really exciting. And you don't think Lee and I have ever talked as much as we do now. Ah, and it's been a lot of a lot of fun. >>It's been great following both of you guys on the keep interviews over the years. The success in the vision We had early conversations about what the plans where it's kind of all playing out. So I want to congratulate both of you of VM Ware Adele Technology. So good job going forward. The collaboration. I want to get to that in a second, you'll into it. But Caitlin Lee, I want to get your thoughts because one of the big themes this year besides covert and all the issues that that's highlighting. But in the cloud world, automation has been the number one conversation we've been hearing, and with that you got machine learning all the tech around that as you abstract away. The complexity of the infrastructure to make the modern APS automation has been great. The business cross connect is everything is a service we're seeing. This is the big wave coming. Could you guys share your vision on how all this stuff you mentioned V balls and all objects scale all these things? There's a >>lot of >>plumbing underneath and a lot of tooling, a lot of part piece parts. If that gets programmable, >>automation >>kicks in, which then enables everything is the service because you guys both share your vision of what that means in terms of what's going to change and what would it impact the customer? >>Yeah, and it's very relevant for this week, right? Dell Technologies world. That's a big part of what we've announced this week in our commitment to really bringing our portfolio as a service, and it's really interesting, especially for folks like Lee and I, who have been doing kind of mawr product marking and talking about speeds and feeds and thinking about how you make the product life simpler. And how do you automate that? Have the intelligence built in things like Biaro have been such an important part of that, especially with power store coming to market. But if you think about where that leads us, actually changes everything, which is when you have everything as a service and we're really delivering outcomes to our customers and no longer products. That automation is actually just a important and maybe even more important. But it's not the end user that cares about it directly is actually us, because as Dell Technologies, we become the ones managing that infrastructure, owning that infrastructure and the more automation we can bring in, the more intelligence we can build them for ourselves. The more insights we can give to our customers, the better that service can become. And it's really a flip from how we've always been thinking about and really rolling out automation. It's not actually about enabling our end users to do anything. It's actually about enabling them to not worry about any of it, but enable our own organization to support their outcomes better. So it really changes everything. >>Lee, what's your thoughts on this? Everything you've got, V Sphere V Center. You've got all the storage you got all the back up. All this stuff has to be automated. Makes sense. But as a service, how does that impact your world? >>You know, it really does. When you think about the VMRO Cloud Foundation, right, which is the integration of all of our V sphere with Visa. And with these, you know, our NSX products that will be realized. Management suite. Tom Zoo now, right, All of this pulled together. One of things that's interesting is when you go to the public cloud, we have some experience now where we always deliver that full stack together. And what that does is it frees up customers. Thio, go on, focus on the applications, I think and stop looking down the infrastructure. Start looking up at the APS. And so we're offering and bringing that same level of experience to the on premises data centers. And now bridging that across the hybrid cloud that all of a sudden gives you this sense that Hey, I'm future ready. No, matter where I am today. If I'm thinking about the hybrid cloud, I could go on move there, right. And with our partnership with Dell Technologies, there's such a great opportunity to bridge that uniquely, by the way across all of my on premises infrastructure, including common policy based management, back into storage through RV Valls efforts, right and then back in through objects scale right into objects based, uh, applications and through our DP efforts to data protection efforts, then back into, like, date full data protection. And so what you get now is we're helping customers realize that I got this. I could take new Cooper navies orchestrated applications and I could make them work and do it with the same operational model that I have today. Start spending more time on the applications, less time, basically configuring and managing underlying infrastructure. >>Caitlin you mentioned that earlier at the top of the segment, ease of use, making it easier, simpler, great stuff on the on on the future. Lee, I gotta ask you about Project Monterey. We did a lot of coverage on VM World on silicon angle in the Cube. I love how this comes out. It's always, You know, the brain trust that VM Ware lays out the future, they fill it in throughout the year, expect to see some meat on the bone there. But what is that gonna do from for new capabilities and how with Dell Technologies? Because, um, it's end to end, right this Michael Dell and I talked, I think, two years ago, a Dell Tech world. And then last year, he hit the point home hard and to end with Dell Technologies. It kind of feels like it's gonna be a good fit. Could you share how that Monterey project fits in with Dell Technologies? >>Yeah. We're so pleased to be showing this together with Dell Technologies at the VM World to showcase this new idea that you could basically go on, start offloading CPUs and using smart knicks as a way to basically now provide, um or let's call it a, You know, a architecture that allows you to, uh, be responsive to new application needs. So let me talk a little bit about that. So when we opened up Tansu, right, we got this complete inflow pouring of new container base kubernetes orchestrated APS. So what? We found was, Hey, they're driving a lot of CPU needs their driving a lot of scale out security needs for things like distributed firewalls. And so we started looking at this, and what's clear is we need to basically use the CPU very judiciously, So it's basically reserved for the APS. And so what we're doing now is we're basically saying there's an opportunity for us to go in, offload the CPU for things that look more like infrastructure, including S X, I and other things. And at the same time, then we could go and work together with Dell Technologies to be the deployment vehicle. And so, just like Project Pacific, which was going broad, if you will, this project moderate, which is going deep like the canyon, John not far from here, um is, you know, a source of all new discovery right where we'll be working together and over time, just like the Project Pacific name faded to black and became product Tan Xue vcf with Tom juvie sphere. With Hangzhou, we'll see that Project Monterey will evolve into new products coming together with Dell Technologies. >>Caitlin, can you elaborate on Take a min, explain the product how this renders into products because I can also imagine just the benefits just from a security standpoint. Efficiency. If the platform, um, there's a range of things, could you take a minute to >>explain the >>impact on products? >>Yeah, I think you'll hear a lot more about it, but we're obviously excited to be partners on this is Well, and I think it's It's just another example of the more intelligent the infrastructure can become than the rest of the entire I T organization can run more efficiently and that that can come in the form of the A. I built into power, Max, that can come in the form of the evils that we have both in Power Max and Power Store that can come in the form of even just the fact that we have now built a fully containerized S three compatible objects or platform called objects scale which we have no in early access. Um, that can run on the V sand data persistence platform, and it just gives you the ability to leverage this all of the right technology. And we can continue to really partner on that. I think Project Monterey really opens up even more opportunities to do that, and you'll certainly hear more from us on that in the future. >>I >>mean, you got compression, you got encryption. A lot of benefits across the board. Great to have you guys both on and your graduation. The great event. Final question for both of you, talk about this has been a crazy year. We're not face to face, so everything will be online. What should customers and partners and people watching know about the relationship between VM Ware and Dell Technologies this year? What's the big message to take away? What should people walk away with and and think about? >>I think it's It's never been stronger than ever, uh, than it's been than it is right now. We have never had >>more >>breath and more depth of integration. I think that the partnership on the engineering level, on the product management level on the marketing level, we have really never been in a better place. And you know what? What? My team is really enjoyed with VM world season and you're coming up on Deltek. World season is we've really enjoyed the fact that we've had so much richness >>of >>that integration to talk >>about, and >>we also know there's even more coming. So I, you know, from from my standpoint, if we really feel it and probably the best and most rewarding time we hear about that, is when we bring new things into market, we hear that back. And when Power Store came into the market and over the past few right kind of first months in market, one of the most resounding feedback that has come out as one of the most differentiated parts is that it? It's so incredibly integrated with VM ware. But we've even gotten questions from analysts asking, you know, did you purposely make it feel like you are really working similarly to a B M or environment? And you know what? That just shows how closely we have been working as organizations is that it comes a very seamless experience for our customers. >>Lee Final Word. >>What >>should people walk away with this year on the relationship between Be and we're in Dell Technologies? >>Well, I think the best partnerships right are ones that are customer driven. And what you're finding here is customers. They're actually encouraging us, right? We're doing a lot of three way meetings now, right where customers like, Hey, tell me how you're going to go involved this. How do I How do I basically modernized right and preserve my existing investment, perhaps Or, you know, update here, Or how do I grow like customers have really complex individual situations. And what you confined right is that we're helping jointly not, you know, just simply with the engineering side, which is awesome, but also with the idea that we're helping customers go on deploy responsibly in a time where it's very difficult to plan. And so if you come to us, we can help you jointly plan for the future in uncertain times and make sure that you're gonna be successful. And that's just a great feeling when you're a customer looking at, How do you deploy going forward in this? You know, with the amount of pace of change that we've got, >>I want to congratulate. Both of you have been following you guys. Success has been proven out on the business results and also the products and the enablement that you guys are providing customers been great. Thanks for coming on. Great to see both of you have a great event. Thanks for. Come on. >>Thank you. It's a pleasure. >>Okay, I'm John for your here with the Cube. Covering Del Technology Worlds Digital experience 2020 The Cube Virtual. >>Thanks for watching.
SUMMARY :
It's the Cube with digital coverage of Dell VM world recently went on and then you guys have the same situation role online now And you have the kubernetes. But at the same time, the experience you have, as well as the security and infrastructure resiliency model that we're bringing So you guys are doing a lot of stuff together. devils and primary storage side and all the integrations we have with the ex rail. Can you expand on that a little bit and take a minute to explain the joint It's really hard to go and see how you can deploy these with you guys have the power protect data manager that we talked about in the summer, And the partnership we've had has really never been stronger. of the impact it could have on the environment and how we're really looking to do that in a more efficient and with that you got machine learning all the tech around that as you abstract away. If that gets programmable, owning that infrastructure and the more automation we can bring in, the more intelligence we can build You've got all the storage you And now bridging that across the hybrid cloud that all of a sudden gives you this that VM Ware lays out the future, they fill it in throughout the year, expect to see some meat on the bone there. And at the same time, Caitlin, can you elaborate on Take a min, explain the product how this renders into products because I can also that can come in the form of the evils that we have both in Power Max and Power Store Great to have you guys both on and your graduation. I think it's It's never been stronger than ever, uh, than it's been than it is right now. level, on the product management level on the marketing level, we have really never that has come out as one of the most differentiated parts is that it? And so if you come to us, we can help you jointly plan for the future in uncertain times and also the products and the enablement that you guys are providing customers been great. It's a pleasure. Okay, I'm John for your here with the Cube.
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BizOps Panel, BizOps Manifesto Unveiled Panel
>>from around the globe. It's the Cube with digital coverage of biz ops Manifesto unveiled Brought to you by Biz Ops Coalition >>Hey, Welcome back, everybody. Jeffrey here with the Cube. Welcome back to our ongoing coverage of the biz. Opps manifesto Unveil Something has been in the works for a little while. Today's a formal unveiling and we're excited to have three of the core founding members of the manifesto Authors of the manifesto, if you will joining us again. We've had them all on individually. Now we're gonna have a great power panel. First up, we have met Kirsten returning. He's the founder and CEO of Task Top make good to see again. Where you dialing in from? >>Great to see you again, Jeff. I'm dialing from Vancouver, Canada. >>Vancouver, Canada. One of my favorite cities in the whole wide world. Also, we've got Tom Davenport coming from across the country. He's a distinguished professor and author from Babson College. Tom, great to see. And I think you said you're a fund Exotic place on the East Coast. >>Falmouth, Massachusetts, on Cape Cod. >>Nice. Great to see you again. And also joining surge. Lucio. He is the VP and general manager Enterprise Software division at Broadcom Surge. Great to see you again. Where you coming in from? >>From Boston. Right next to kick off. Terrific. >>So welcome back, everybody again. Congratulations. On this day I know it's It's been a lot of work to get here for this unveil, but let's just jump into it. Biz Opps Manifesto What was the initial reason to do this? And how did you decide to do it in a kind of a coalition way, bringing together a group of people versus just making it an internal company, uh, initiative that, you know, you could do better stuff within your own company Surge. Why don't we start with you? >>Yeah, so? So I think we are really a critical juncture, right? Many large enterprises are basically struggling with their digital transformation. In fact, many recognized that the the Business Society collaboration has been one of the major impediments to drive that kind of transformation. And if we look at the industry today, many people or whether we're talking about vendors or system integrators, consulting firms are talking about the same kind of concepts but using very different language. And so we believe that bringing a lot these different players together assed part of the coalition and formalizing, uh, basically the core principles and values in a busy office manifesto. We can really start to have kind of a much bigger movement where we can all talk about kind of the same concepts. And we can really start to provide kind of a much better support for large organizations to transform eso, whether it is technology or services or trading. I think that that's really the value of bringing all of these players together >>and Mick to you. Why did you get involved in this in this effort? >>So I've been closely involved the actual movement since it started two decades ago with that manifesto, and I think we got a lot of improvement at the team level. And I think, as started just noted, we really need to improving. At the business level, every companies trying to become a software innovator trying to make sure that they can pick them, adapt quickly in the changing market economy and what everyone's dealing with in terms of needing to deliver value to customers. Sooner. However, agile practices have really focused that these metrics these measures and understanding processes that help teams be productive. Those things now need to be elevated to the business as a whole, and that just hasn't happened. Organizations are agile. Transmissions are actually failing because they're measuring activities and how they're becoming more agile. Have teams air functioning, not how much quickly they're delivering value to the customer. So we need to now move. Asked that. And that's exactly what the buzz off there's also manifested. Provides, >>right? Right And Tom to you. You've been covering tech for a very long time. You've been looking at really hard challenges and and a lot of work around analytics and data on data evolution. So there's a definitely a data angle here. I wonder if you kind of share your perspective of of what you got excited Thio to sign on to this manifesto? >>Sure. Well, I have. You know, for the past 15 or 20 years, I've been focusing on Data Analytics and AI. But before that, I was a process management guy and a knowledge management guy and a in general. I think, you know, we've just kind of optimized at too narrow a level. Whether you're talking about agile or Dev ops or, um, ml ops. Any of these kind of obs oriented movements, we're making individual project, um, performance and productivity better, But we're not changing the business effectively enough. And that's the thing that appealed to me about the biz ops idea that we're finally creating a closer connection between what we do with technology and how it changes the business and provides value to it. >>That's great, uh, surge back to you, right? I mean, people have been talking about digital transformation for a long time, and it's been, you know, kind of trucking along. And then Cove it hit, and it was instant lights, which everyone's working from home. You've got a lot more reliance on your digital tools, digital communication both within your customer base and your partner base, but also then you're employees. When if you could share how that really pushed this all along, right, because now suddenly the acceleration of digital transformation is higher. Even more importantly, you've got much more critical decisions to make into what you do next. So kind of your portfolio management of projects has been elevated significantly. When maybe revenues are down on. Do you really have Thio prioritize and get it right? >>Yeah. I mean, I'll just start by quoting city An Adele basically recently said that there's bean two years of digital transformation just last two months, and in many ways that's true. Um, but But yet when we look at large enterprises, they're still struggling with kind of a changes in culture that they really need Thio drive to be able to describe themselves. And not surprisingly, you know, when we look at certain parts of the industry, you know, we see some things which are very disturbing, right. About 40% of the personal loans today are being origin dated by Finn tax of a like of Sophie or or ah Lendingclub, right, Not your traditional brick and worked for bank. And so the while there is kind of ah, much more of an appetite, and it's it's more of a survival type driver these days. The reality is that in order for these large enterprises to truly transform and engage on these digital transformation, they need to start to really aligned the business 90 you know, in many ways and make cover that actually really emerge from the court desire to really improve software predictability, but we've which we have really missed is all the way. Start to aligning the software predictability to business predictability and to be able to have continuously continuous improvement and measurement off business outcomes. So by lining, but of this dis kind of inward metrics that I t is typically being using to business outcomes, we think we can start to really help different stakeholders within the organization to collaborate. So I think there is more than ever. There is an imperative to act now, um, and and results. I think it's kind of the right approach to drive that kind of transformation, >>right? I want to follow up on the culture comment with Utah because you've talked before about kind of process, flow and process flow throughout a whore, unorganized ation. And, you know, we talk about people process and tech all the time, and I think the tech is the easy part compared to actually changing the people the way they think and then the actual processes that they put in place. It's a much more difficult issue than just a tech issue to get this digital transformation in your organization. >>Yeah, you know, I've always found that the soft stuff the you know, the culture of the behavior of the values is the hard stuff to change and mawr and mawr. We we realized that to be successful with any kind of digital transformation, you have tow change, people's behaviors and attitudes. Um, we haven't made much progress in that area as we might have. I mean, I've done some surveys suggesting that most organizations still don't have data driven cultures, and in many cases, there is a lower percentage of companies that say they have that then did a few years ago. So we're kind of moving in the wrong direction, which means I think that we have to start explicitly addressing that cultural behavioral dimension and not just assuming that it will happen if we if we build a system, you know, if if we build it, they won't necessarily come right, >>right? So I want to go toe to you, Nick, because, you know, we're talking about work flows and flow. Andi, you've written about flow both in terms of, you know, moving things along a process and trying to find bottlenecks, identify bottlenecks which is now even more important again when these decisions are much more critical because you have a lot less ah, wiggle room in tough times. But you also talked about flow from the culture side on the people's side. So I wonder if you could just share your thoughts on, you know, using flow as a way to think about things to get the answers better? >>Yeah, absolutely. And I'll refer back to what Tom just said. If you're optimize, you need to optimize your system. You need to optimize how you innovate and how you deliver value to the business into the customer. Now what we've noticed in the data since that that we've learned from customers value streams, enterprise organizations, value streams is that what's taking six months and to and to deliver that value, the flow is that slow. You've got a bunch of unhappy developers. Unhappy customers, when you're innovating, have so high performing organizations we can measure their intent flow time in days. All of a sudden, that feedback loop the satisfaction your developers measurably goes up. So not only do you have people context switching last year, delivering so much more value to customers at a lower cost because you've optimized for flow rather than optimizing for these thes other approximately six that we use, which is how efficient my annual team. How quickly can we deploy software? Those are important, but they do not provide the value of agility, of fast learning, of adaptability, of the business. And that's exactly what the bishops manifesto pushes your organization to. You need to put in place this new operate model that's based on flow on the delivery of business value and on bringing value to market much more quickly than you were before, >>right? I love that. I'm gonna go back to Utah, him on that to follow up, because I think I don't think people think enough about how they prioritize what they're optimizing for. Because, you know, if you're optimizing for a vs B, you know you could have a very different product that that you kick out. You know, my favorite example with With Clayton Christensen and Innovator's Dilemma talking about the three inch our drive, if you optimize it for power, you know, is one thing. If you optimize it for vibration is another thing, and sure enough, you know they missed it on the Palm because it was the it was the game council which which drove that whole business. So when you're talking to customers and we think we're here with cloud all the time people optimizing for cost efficiency instead of thinking about it as an innovation tool, how do you help them? Kind of rethink and really, you know, forced them to to look at the at the prioritization and make sure they're prioritizing on the right thing is make just that. What do you optimizing for? >>Oh yeah, you have one of the most important aspects of any decision or attempt to resolve a problem in an organization is the framing process. And, um, you know, it's it's a difficult aspect toe of the decision toe frame it correctly in the first place. Um, there. It's not a technology issue. In many cases, it's largely a human issue. But if you frame that decision or that problem incorrectly too narrowly, say, or you frame it as an either or situation when you could actually have some of both, um, it's very difficult for the process toe work out correctly. So in many cases, I think we need to think mawr at the beginning about how we frame this issue or this decision in the best way possible before we charge off and build a system to support it. You know, it's worth that extra time to think. Think carefully about how the decision has been structured. Right? >>Surge. I wanna go back to you and talk about the human factors because we just discussed you could put in great technology. But if the culture doesn't adopt it and people don't feel good about it, you know it's not gonna be successful. And that's going to reflect poorly on the technology. Even if I had nothing to do with it. And you know, when you look at the core values of the best hopes manifesto, you know a big one is trust and collaboration. You know, learn, responded pivot. Wonder if you can share your thoughts on trying to get that cultural shift s so that you can have success with the people or excuse me with the technology in the process and helping customers, you know, take this more trustworthy and kind of proactive position. >>So I think I think at the ground level, it really starts with the realization that we were all different. We come from different backgrounds. Oftentimes we tend Thio. Blame the data. It's not uncommon my experience that we spend the first, you know, 30 minutes of any kind of one hour the conversation to debate the ability of the data on DSO, one of the first kind of probably manifestations that we've had. Our revelations as we start to engage with our customers is by just exposing high Fidelity data set two different stakeholders from their different lands. We start to enable these different stakeholders to not debate the data, but that's really collaborate to find a solution. So in many ways, when when when we think about kind of the types of changes were trying Thio truly affect around data driven decision making? It's all about bringing the data in context the context that is relevant and understandable for different stakeholders. Whether we're talking about an operator developed for a business analyst, so that's that's the first thing. The second layer, I think, is really to provide context to what people are doing in their specific silo. So I think one of the best examples I have is if you start to be able to align business k p i. Whether you are accounting, you know, with sales per hour or the engagement of your users on your mobile application, whatever it is, if you start to connect that k p I business K p I to the key piece that developers might be looking at, whether it is now the number of defects or velocity or whatever over metrics that they are used to to actually track, you start to be able to actually contextual eyes in what we are. The affecting, basically metric that that is really relevant. And what we see is that this is a much more systematic way to approach the transformation than say, You know, some organizations kind of creating some of these new products or services or initiatives to to drive engagement, right? So, you know, if you look at zoom, for instance, Zoom giving away, it's service thio education is all about. I mean, there's obviously a marketing aspect in there, but it's it's fundamentally about trying to drive also the engagement of their own teams and because now they're doing something for good, and many organizations are trying to do that. But you only can do this kind of things in a limited way. And so you really want to start to rethink? Oh, you connect everybody kind of business objective fruit data. And I always start to get people to stare at the same data from their own lands and collaborating on the data. Right? >>Right. That's good. Uh, Tom, I want to go back to you. You've been studying I t for a long time writing lots of books and and getting into it. Um, Why now? You know what? Why now? Are we finally aligning business objectives with objects? You know, why didn't this happen before? And, you know, what are the factors that are making now? The time for this. This this move with the with the biz ops. >>Well, in much of the past, I t waas sort of a back office related activity. You know, it was important for, um, producing your paychecks and, uh, capturing the customer orders, but the business wasn't built around it. Now, every organization needs to be a software business of data business. A digital business. The anti has been raised considerably. And if you aren't making that connection between your business objectives and the technology that supports it. You run a pretty big risk of, you know, going out of business or losing out to competitors. Totally so. And even if you're in a new industry that hasn't historically been terribly, um, technology oriented customer expectations flow from, you know, the digital native companies that they work with to basically every industry. So you're compared against the best in the world. So we don't really have the luxury anymore of screwing up our I T projects or building things that don't really work for the business. Um, it's mission critical that we do that well, almost every time, >>right. And I just I just wanna fall by that time, in terms of the you've talked extensively about kind of these evolutions of data analytics, from artisanal stage to the big data stage, the data economy stage the ai driven stage. What I find interesting about all the stages you always put a start date. You never put it in date. Um, so you know, is the is the big data. I'm just gonna use that generically moment in time. Finally, here. Where were, you know, off mahogany row with the data scientists, But actually could start to see the promise of delivering the right insight to the right person at the right time to make that decision. >>Well, I think it is true that in general, these previous stages never seem to go away. The three artisanal stuff is still being done, but we would like for less and less of it to be artisanal. We can't really afford for everything to be artisanal anymore. It's too labor and time consuming to do things that way. So we shift Mawr and Mawr of it to be done through automation and be to be done with a higher level of productivity. And, um, you know, at some point maybe we we reached the stage where we don't do anything artisanal e anymore. I'm not sure we're there yet, but, you know, we are We are making progress, >>right? Right. And make back to you in terms of looking at agile because you're you're such a student of agile. When when you look at the opportunity with biz ops, um, and taking the lessons from agile, you know what's been the inhibitor to stop this in the past. And what are you so excited about? you know, taking this approach will enable >>Yeah, I think both surgeon Tom hit on this. Is that in agile? What's happened is that we've been, you know, measuring tiny subsets of the value stream, right? We need to elevate the data's there, developers air working on these tools of delivering features. The foundations for for great culture are there. I spent two decades as a developer, and when I was really happy when I was able to deliver value to customers, the quicker is able to do that. The fewer impediments are in my way, the quicker was deployed and running the cloud, the happier I waas and that's exactly what's happening if we could just get the right data elevated to the business, not just to the agile teams, but really these values of ours are to make sure that you've got these data driven decisions with meaningful data that's oriented and delivering value to customers. None of these legacies that Tom touched on, which has cost center metrics from a nightie, came from where for I t being a cost center and something that provided email on back office systems. So we need thio rapidly shift to those new, meaningful metrics, their customer and business centric. And make sure that every development organization is focused on those as well as the business itself that we're measuring value. And they were helping that value flow without interruption. >>I love that because if you don't measure it, you can't improve on it. And you gotta but you gotta be measuring the right thing. So, gentlemen, thank you again for for your time. Uh, congratulations on the on the unveil of the biz ops manifesto and bringing together this coalition of industry experts to get behind this. And, you know, there's probably never been a more important time than now to make sure that your prioritization is in the right spot. And you're not wasting resource is where you're not gonna get the r. O. I. So, uh, congratulations again. And thank you for sharing your thoughts with us here on the Cube. Thank >>you. All >>right, So we have surged. Tom and Mick. I'm Jeff. You're watching the Cube. It's a biz ops manifesto unveiled. Thanks for watching. We'll see you next time. Yeah,
SUMMARY :
coverage of biz ops Manifesto unveiled Brought to you by Biz Ops Coalition He's the founder and CEO of Task Top make good to Great to see you again, Jeff. And I think you said you're a fund Exotic place on the East Coast. Great to see you again. Right next to kick off. uh, initiative that, you know, you could do better stuff within your own company Surge. has been one of the major impediments to drive that kind of transformation. Why did you get involved in this in this effort? of needing to deliver value to customers. I wonder if you kind of share your And that's the thing that appealed to me about the biz ops idea that we're finally for a long time, and it's been, you know, kind of trucking along. aligned the business 90 you know, in many ways and make cover that actually And, you know, we talk about people process and tech all the time, and I think the tech is the easy part Yeah, you know, I've always found that the soft stuff the you know, the culture of the behavior So I wonder if you could just share your thoughts on, you know, using flow as a way to think You need to optimize how you innovate and how you deliver value to the business into the customer. With Clayton Christensen and Innovator's Dilemma talking about the three inch our drive, if you optimize it for power, And, um, you know, it's it's a difficult aspect But if the culture doesn't adopt it and people don't feel good about it, you know it's not gonna be successful. to to actually track, you start to be able to actually contextual eyes in And, you know, what are the factors that are making now? And if you aren't making that connection between your business objectives see the promise of delivering the right insight to the right person at the right time to make that I'm not sure we're there yet, but, you know, we are We are making progress, And make back to you in terms of looking at agile because you're you're such you know, measuring tiny subsets of the value stream, right? And, you know, there's probably never been a more important time than now to make sure that your prioritization you. We'll see you next time.
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Shannon Champion, Dell Technologies | VMworld 2020
>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Welcome back, I'm still minimum and this is the Cubes coverage of VM World 2020 our 11th year doing the Cube. First year. We're doing it, of course, virtually globally. Happy to welcome back to the program. One of our Cube alumni, Shannon Champion, and she is the director of product marketing with Dell Technologies. Shannon, Nice to see you and thanks so much for joining us. >>Thanks for having me. Good to see you as well. >>Alright, So big thing, of course, at VM World, talking about building off of what was Project Pacific at last year's show? Talking about how kubernetes all the wonderful cloud native pieces go in. So let's let's talk about application modernization. Shannon, you know, with a theme I've talked about for a number of years, is you know, we need to modernize the platform, and then we can modernize the applications on top of those. So tell us what you're hearing from your customers and how Delon vm, where then, are bringing the solutions to help customers really along that journey. >>Yeah, I'd love Thio. It's fun stuff. So, um, enterprises are telling us that especially now more than ever, they're really looking for how they must digitally transform. And they need to do that so they can drive innovation and get a competitive advantage on one way. That they're able to do that is by finding ways to flexibly and rapidly move work loads to where they make sense, whether that's on premises or in the public cloud. And the new standard for doing this is becoming cloud native applications. There was a recent I. D. C. Future Escape that predicted that by 2025 2 3rd of enterprises will be prolific software producers with code being deployed on a daily basis, and over 90% of applications at that time will be delivered with cognitive approaches. So it's just kind of crazy to think, and what's really impressive to is that the sheer volume of applications that are anticipated to be produced with these cloud native approaches Ah, it's expected to be over 500 million new APS created with cognitive approaches by 2024 just kind of putting that into perspective 500 million. APS is the same number that's been created over the last 40 years. So it's a fun, fun trend to be part of. >>Yeah, it's really amazing. When I talked to customers, there's some It's like, Oh, let me show you how Maney APs I've done and created in the last 18 months. It was like, Great. How does that compare before? And they're like, we weren't creating APS. We were buying APS. We were buying software. We had outsourced some of those pieces. So you know that that that trend we've been talking about for a number of years is kind of everyone's a software company, Um, does not mean that, you know, we're getting rid of the old business models. But Shannon, there are challenges there either expanding and moving faster or, you know, making sure that I have the talent in house. So bring us inside. What if some of the big things that your customers are telling you, uh, maybe that's holding them back from unlocking that central? >>Yeah, totally. You hit on a couple of them, you know, we're definitely seeing a lot of interest in adoption of kubernetes and clearly VM Ware is leading the way with Changzhou. But we're also hearing that they're underestimating the challenges on how toe quote unquote get to kubernetes. Right? How do you stand up that full cloud native staff and particularly at scale Thio? How do you manage the ongoing operations and maintain that infrastructure? How do you support the various stakeholders? How do you bring I t operators and developers together? Eso There's really a wide range of challenges that, um businesses air facing. And the other thing is that you hit on, you know, they're going to be producing mawr and Mawr cloud native applications, but they still need to maintain legacy applications, many of which are driving business, critical applications and workloads. So they're going to need to look for solutions that help them manage both and allow them to re factor or retire those legacy ones at their own pace so they can maintain business continuity. >>Yeah, and of course, Shannon, we know as infrastructure people, our job was always toe, you know, give the environment to allow the applications to run in virtualization. For years, it was Well, I knew if I virtualized something, I could leave it there and it wasn't going to. It didn't have to worry about the underlying hardware changes. Help us understand How does kubernetes fit into this environment? Because, as I said that people don't want to even worry about it. And the infrastructure people now need to be able to change, expand and, you know, respond to the business so much faster than we might have in times past. >>Yeah, so from an infrastructure perspective, working with VM ware based on tons of really the essence of that is to bring I t operators and developers together. The infrastructure has a common set of management that, you know, each the developer and the I t operators can work in the language there most familiar with. And, you know, the communication of the translation all happens within Tan Xue so that they're more speaking the same, um, language when it comes Thio, you know, managing the infrastructure in particular with VM ware tansy on VX rail. We are delivering kind of a range of infrastructure options because we know people are still trying to figure out you know, where they are in their kubernetes readiness path. Some people have really developed mature capabilities in house for who were Netease for software defined networking. And for those customers, they still may want Thio. You know, use a reference architecture er and build on top of the ex rail for, you know, a custom cloud native specific application. What we're finding is more and more customers, though, don't have that level of kubernetes expertise, especially at scale. And so VM ware v sphere with Tan Xue on VX rail as well as via more cloud foundation on VX rail are ways Thio get a fast start on kubernetes with directly on these fair or kind of go with the full Monty of VM or Cloud Foundation on VX rail. >>Well, we're bringing up VX rail. Of course. The whole wave of h C I was How do we enable simplicity? We don't wanna have to think about these. We wanna, uh, just make it so that customers can just buy a solution. Of course. VX rail joint solution, you know, heavily partnership with VM ware. So, Shannon, there's a few options. VM has been moving very fast toe expand out that the into portfolio, uh, back at the beginning of the year when the sphere seven came out. You needed the BMR Cloud Foundation. Which, of course, what was an option for for for the VX rail. So help us understand you laid out a little bit some of those options there. But what should I know as Adele customer, Uh, you know what my options are? How the fault Kansas Wheat fits into it. >>Yeah, eso We like to call it kubernetes your way with the ex rail. So we have a range of options to fit your operational or kubernetes scale requirements or your level of expertise. So the three options, our first for customers that are looking for that tested, validated, multi configuration reference architectures er that will deliver platform as a service or containers is a service. We've got Tom to architecture for VX rail, which is a new name for what was known as pivot already architecture er and then for customers that may have minimum scaling requirements. They may have some of that expertise in house to manage at scale. The fastest path to get started with kubernetes is the new VM ware V sphere with Changzhou on VX rail. And then last I mentioned kind of that full highly automated turnkey on promises Cloud platform. That's the VM, or Cloud Foundation, on VX rail, which is also known as Dell Technologies Cloud Platform. And that option supports Tan Xue with software defined networking and security built in with that automated lifecycle management across the full stack. So there's really three paths to it from a reference architecture approach to a fast path on the actual clusters all the way to the full Deltek Cloud platform. And Dell Technologies is the first and only really offering this breath of tans. You infrastructure deployment options. Eso customers can really, uh, choose the best path for them. >>Yeah, So, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, they're hybrid and multi cloud solution. So of course they're they're public cloud the VM ware cloud on a W s. They have that solution. They have extended extended partnerships. Now, with azure uh, the the the offering with Oracle. Uh, that's coming, and I guess I could think to just think of the delta cloud on VX rail as just one of those other clouds in that hybrid and multi cloud solutions. Do I have that right? Same stack. Same management. If I'm if I'm living in that VM world world. >>Yeah. So the Deltek Cloud platform is an on premises hybrid cloud. So, you know, ah, lot of customers were looking to reduce complexity really quickly especially, you know, with some of the work from home initiatives that were sprung upon us and trying to pivot, um to respond to that. And, you know, the answer to solving some of that complexity is to jump into public cloud. What we found is a lot of customers actually are driving a hybrid cloud strategy and approach. And we know many customers sort of have that executive mandate. There's value in, um, driving that are on prem hybrid cloud approach. And that's what Dell Technologies Cloud platform is. So you get the consistent operations in the consistent infrastructure and more of the public cloud like consumption experience while having the infrastructure on Prem for security data locality. Other, um, you know, cost reasons like that. Eso That's really where VM or Cloud Foundation on VF Trail comes into play eso leveraging the VM ware technologies you have on Prem Hybrid cloud. It can connect all those public cloud providers that you talked about. So you have, you know, core to cloud on Dwan. Of the new capabilities that VM or Cloud Foundation, is announced support for is remote clusters. So that takes us kind of from cloud all the way toe edge because you now have the same VCF operational capabilities and operational efficiency with centralized management for remote locations. >>Wonderful. I'm glad you brought up the edge piece. Of course, you talk to the emerging space vm ware talking about ai talking about EJ, so help us understand. How much is it? The similar operational model? Is it even eyes that part of the VX rail family? What's the What's the state of the state in 2020 when it comes to how edge fits into that cloud core edge discussion that you just raised? >>Yeah, when you look at trends, especially for hyper converged edge and cloud native are kind of taking up a lot of the airwaves right now. Eso hyper converge is gonna play a big role in Theodore option of both cloud native Band Edge. And I think the intersection of those two comes into play with things like the remote cluster support for VM Ware Cloud Foundation on VX rail, where you can run cloud, you know, cloud native based modern applications with Tan Xue alongside traditional workloads at the edge, which traditionally have more stringent requirements. Less resource is maybe they need a more hardened environment, power and cooling, you know, um, constraints. So with VCF on VX rail, you have all the operational goodness that comes from the partnership in the levels of integration that we have with VM Ware. And customers can sort of realize that promise of full workload management mobility in a true hybrid cloud environment. >>Shannon I'm wondering what general feedback you're getting from your customers is as they look at a zoo, said these cloud native solutions. You know what's what's the big take away? Is this a continuation of the HD I wave that you've seen? Do they just pull this into their hybrid environments? Um, I'm wondering if you have any either any specific examples that you've been anonymized or just the general gestalt that you're getting from your customers. Is that how they're doing expanding, uh, into these, you know, new environments that kind of stretch them in different ways. >>Yeah, it's interesting because you know, there's there's customers that run the gamut when we look at those that are sort of the farther down their digital transformation journey. Those are the ones that were already planning for cloud native applications or had some in development. Uh, there's also some trends that we're seeing based on, you know, the the size of cluster deployments and the range of, you know, various configurations that are an indicator of those customers that are more modernized in terms of their approach to cloud native. And what we find from those customers, especially over the last six months, is that they're more prepared to respond to the unknown on bond. That was a big lesson for some of the other customers that you know, had new. The digital transformation was the way of the future, but hadn't yet sort of come up with a strategy on how to get there themselves were finding those customers are inhibiting their investments to areas that can help them be more ready for the unknown in the future. In Cloud native is top of that list. >>Absolutely. Shannon Day Volante showed a few times There's the people in the office, you know, with their white board doing everything. And there's the wrecking ball of covert 19. Kind of like Well, if you weren't ready and you weren't already down this path, you better move fast. Wonderful. All right, Shannon. So we know, uh, from past years, you know, VX rail. Usually it's all over the show. So in the digital world, what do you want to he takeaways. What are some of the key? You know, hands on demos, sessions that that people should check out. >>Thank you. Yeah. So hopefully your take away is that the X ray is a great infrastructure to support modern applications. First and foremost, we have, you know, a jointly engineered system built with VM ware, four VM ware environments to enhance fam. Where, and we do that with our the extra LHC I system software, which I didn't give a shout out to yet, which extends that native capabilities and really is the secret behind how we do seamless automated operational experience with the ex rail. And that's the case, whether it's traditional or modern applications. So that's my little commercial for VX rail at the show. Please tune into our VM World session on this topic. We also have hands on labs. We are launching a fun augmented reality game. Eso Please check that out on. We have a new Web page as well that you could get access to all the latest assets and guides that help you, you know, navigate your journey for cloud native. And that's at dell technologies dot com slash Hangzhou. >>Wonderful. Well, Shannon Champion, thanks so much. Great to see you again. And be short. Uh, we look forward to hearing more in the future. >>Thanks to >>stay with us. Lots more coverage from VM World 2020. I'm stew. Minimum is always thank you for watching the Cube.
SUMMARY :
Shannon, Nice to see you and thanks so much for joining us. Good to see you as well. Shannon, you know, with a theme I've So it's just kind of crazy to think, you know, making sure that I have the talent in house. And the other thing is that you hit on, you know, you know, give the environment to allow the applications to run in virtualization. um, language when it comes Thio, you know, managing the infrastructure you know, heavily partnership with VM ware. And that option supports Tan Xue with software defined networking and Yeah, So, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, you know, the answer to solving some of that complexity is to jump into public cloud. fits into that cloud core edge discussion that you just raised? on VX rail, you have all the operational goodness that comes from the partnership in the levels you know, new environments that kind of stretch them in different ways. you know, the the size of cluster deployments and the range So we know, uh, from past years, you know, VX rail. First and foremost, we have, you know, a jointly engineered system Great to see you again. Minimum is always thank you for watching the Cube.
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Shannon Champion, Dell Technologies | VMworld 2020
>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Welcome back, I'm still minimum and this is the Cubes coverage of VM World 2020 our 11th year doing the Cube. First year. We're doing it, of course, virtually globally. Happy to welcome back to the program. One of our Cube alumni, Shannon Champion, and she is the director of product marketing with Dell Technologies. Cannon. Nice to see you and thanks so much for joining us. >>Thanks for having me. Good to see you as well. >>Alright, So big thing, of course, at VM World, talking about building off of what was Project Pacific at last year's show? Talking about how kubernetes all the wonderful cloud native pieces go in. So let's let's talk about application modernization. Shannon, you know, with a theme I've talked about for a number of years, is you know, we need to modernize the platform, and then we can modernize the applications on top of those. So tell us what you're hearing from your customers and how Delon Vm Ware then are bringing the solutions to help customers really along that journey. >>Yeah, I'd love Thio. It's fun stuff. So, um, enterprises are telling us that especially now more than ever, they're really looking for how they must digitally transform. And they need to do that so they can drive innovation and get a competitive advantage on one way. That they're able to do that is by finding ways to flexibly and rapidly move work loads to where they make sense, whether that's on premises or in the public cloud. And the new standard for doing this is becoming cloud native applications. There was a recent I. D. C. Future Escape that predicted that by 2025 2 3rd of enterprises will be prolific software producers with code being deployed on a daily basis, and over 90% of applications at that time will be delivered with cognitive approaches. So it's just kind of crazy to think, and what's really impressive to is that the sheer volume of applications that are anticipated to be produced with these cloud native approaches Ah, it's expected to be over 500 million new APS created with club approaches by 2024 just kind of putting that into perspective 500 million. APS is the same number that's been created over the last 40 years. So it's a fun, fun trend to be part of. >>Yeah, it's really amazing. When I talked to customers, there's some It's like, Oh, let me show you how Maney APs I've done and created in the last 18 months. It was like, Great. How does that compare before? And they're like, we weren't creating APS. We were buying APS. We were buying software. We have outsourced some of those pieces. So you know that that that trend we've been talking about for a number of years is kind of everyone's a software company, Um, does not mean that, you know, we're getting rid of the old business models. But Shannon, there are challenges there either expanding and moving faster or, you know, making sure that I have the talent in house. So bring us inside. What if some of the big things that your customers were telling you, maybe that's holding them back from unlocking that potential? >>Yeah, totally. You hit on a couple of them, you know, we're definitely seeing a lot of interest in adoption of kubernetes and clearly vm Ware is leading the way with Changzhou. But we're also hearing that they're underestimating the challenges on how toe quote unquote get to kubernetes. Right? How do you stand up that full cloud native staff and particularly at scale Thio? How do you manage the ongoing operations and maintain that infrastructure? How do you support the various stakeholders? How do you bring I t operators and developers together? Eso There's really a wide range of challenges that, um businesses air facing. And the other thing is that you hit on, you know, they're gonna be producing Mawr and Mawr cloud native applications, but they still need to maintain legacy applications, many of which are driving business critical applications and workloads. So they're going to need to look for solutions that help them manage both and allow them to re factor or retire those legacy ones at their own pace so they can maintain business continuity. >>Yeah, and of course, Shannon, we know as infrastructure people, our job was always toe, you know, give the environment to allow the applications to run in virtualization. For years, it was Well, I knew if I virtualized something, I could leave it there, and it wasn't going to it didn't have to worry about the underlying hardware changes. Help us understand How does kubernetes fit into this environment? Because, as I said that people don't want to even worry about it. And the infrastructure people now need to be able to change, expand and, you know, respond to the business so much faster than we might have in times past. >>Yeah, So from an infrastructure perspective, working with VM ware based on tons of really the essence of that is to bring I t operators and developers together. The infrastructure has a common set of management that, you know, each the developer and the I t operators can work in the language there most familiar with. And, you know, the communication of the translation all happens within Tan Xue so that they're more speaking the same, um, language when it comes Thio, you know, managing the infrastructure in particular with VM ware tansy on VX rail. We are delivering kind of a range of infrastructure options because we know people are still trying to figure out you know, where they are in their kubernetes readiness. Have, um, some people have really developed mature capabilities in house for who were Netease for software defined networking. And for those customers, they still may want Thio. You know, use a reference architecture er and build on top of the ex rail for, you know, a custom cloud native specific application. What we're finding is more and more customers, though, don't have that level of kubernetes expertise, especially at scale. And so VM ware v sphere with Tan Xue on VX rail as well as via more cloud foundation on VX rail are ways Thio get a fast start on kubernetes with directly on these fair or kind of go with the full Monty of B M or Cloud Foundation on BX rail. >>Well, we're bringing up VX rail. Of course. The whole wave of h C I was How do we enable simplicity? We don't wanna have to think about these. We wanna, uh, just make it so that customers can just buy a solution. Of course. VX rail joint solution, you know, heavily partnership with VM ware. So, Shannon, there's a few options. VM has been moving very fast. Expand out that the into portfolio, uh, back at the beginning of the year when the Sphere seven came out. You needed the BMR Cloud Foundation. Which, of course, what was an option for for for the VX rail. So help us understand you laid out a little bit some of those options there. But what should I know as Adele customer, Uh, you know what my options are? How the fault hands a sweet fits into it. >>Yeah, eso we like to call it kubernetes your way with the ex rail. So we have a range of options to fit your operational or kubernetes scale requirements or your level of expertise. So the three options, our first for customers that are looking for that tested, validated multi configuration reference architectures er that will deliver platform as a service or containers is a service. We've got tons of architecture for VX rail, which is a new name for what was known as pivot already architecture er and then for customers that may have minimum scaling requirements, they may have some of that expertise in house to manage at scale. The fastest path to get started with kubernetes is the new VM ware V sphere with Changzhou on VX rail. And then last I mentioned kind of that full highly automated turnkey on promises. Cloud platform. That's the VM, or Cloud Foundation, on VX rail, which is also known as Dell Technologies Cloud Platform. And that option supports Tan Xue with software defined networking and security built in with that automated lifecycle management across the full stack. So there's really three paths to it, from a reference architecture approach to a fast path on the actual clusters all the way to the full Deltek Cloud platform. And Dell Technologies is the first and only really offering this breath of Tanya infrastructure deployment options. Eso customers can really choose the best path for them. >>Yeah, so, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, they're hybrid and multi cloud solution. So of course they're they're public cloud the VM ware cloud on a W s. They have that solution. They have extended extended partnerships. Now, with azure uh, the the the offering with Oracle that's coming. And I guess I could think to just think of the Delta cloud on VX rail as just one of those other clouds in that hybrid and multi cloud solutions do I have that right? Same stack. Same management. If I'm if I'm living in that VM world world. >>Yeah. So the Deltek Cloud platform is an on premises hybrid cloud. So, you know, ah, lot of customers were looking to reduce complexity really quickly especially, you know, with some of the work from home initiatives that were sprung upon us and trying to pivot to respond to that. And, um, you know the answer toe solving some of that complexity is to jump into public cloud. What we found is a lot of customers actually are driving a hybrid cloud strategy and approach. And we know many customers sort of have that executive mandate. There's value in, um, driving that, um on Prem hybrid cloud approach. And that's what Dell Technologies Cloud platform is. So you get the consistent operations in the consistent infrastructure and more of the public cloud like consumption experience while having the infrastructure on Prem for security data locality There, um, you know, cost reasons like that eso That's really where VM or Cloud Foundation on VF drill comes into play eso leveraging the VM ware technologies you have on Prem hybrid cloud. It can connect all those public cloud providers that you talked about. So you have, you know, core to cloud on day one of the new capabilities that VM or Cloud Foundation is announced support for is remote clusters. So that takes us kind of from cloud all the way toe edge because you now have the same VCF operational capabilities and operational efficiency with centralized management for remote locations. >>Wonderful. I'm glad you brought up the edge piece. Of course, you talk to the emerging space vm ware talking about ai talking about EJ. So help us understand. How much is it? The similar operational model is it even? Is that part of the VX rail family? What's the What's the state of the state in 2020 when it comes to how edge fits into that cloud core edge discussion that you just, uh, raised? >>Yeah. When you look at trends, especially for hyper converged edge and cloud native are kind of taking up a lot of the airwaves right now. Eso hyper converge is gonna play a big role in Theodore option of both cloud native Band Edge. And I think the intersection of those two comes into play with things like the remote cluster support for VM or Cloud Foundation on VX rail where you can run cloud, you know, cloud native based modern applications with thons Ooh, alongside traditional workloads at the edge, which traditionally have more stringent requirements. Less resource is maybe they need a more hardened environment, power and cooling, you know, um, constraints. So with VCF on Vieques, well, you have all the operational goodness that comes from the partnership in the levels of integration that we have with VM Ware. And customers can sort of realize that promise of full workload management mobility in a true hybrid cloud environment. >>Shannon, when I'm wondering what general feedback you're getting from your customers is as they look at a zoo, said these cloud native solutions and you know what's what's the big take away? Is this a continuation of the HD I wave that you've seen? Do they just pull this into their hybrid environments? Um, I'm wondering if you have any either any specific examples that you've been anonymized or just the general gestalt that you're getting from your customers. Is that how they're doing expanding, uh, into these, you know, new environments that kind of stretch them in different ways. >>Yeah, it's interesting because you know, there's there's customers that run the gamut when we look at those that are sort of the farther down their digital transformation journey. Those are the ones that were already planning for cloud native applications or had some in development. Uh, there's also some trends that we're seeing based on, you know, the the size of cluster deployments and the range of, you know, various configurations that are an indicator of those customers that are more modernized in terms of their approach to cloud native. And what we find from those customers, especially over the last six months, is that they're more prepared to respond to the unknown on bond. That was a big lesson for some of the other customers that you know, had new. The digital transformation was the way of the future, but hadn't yet sort of come up with a strategy on how to get there themselves were finding those customers are inhibiting their investments to areas that can help them be more ready for the unknown in the future. In Cloud Native is top of that list. >>Absolutely Shannon Day Volante shown a few times. There's the people in the office, you know, with their white board doing everything. And there's the wrecking ball of covert 19. Kind of like Well, if you weren't ready and you weren't already down this path, you better move fast. Wonderful. All right, Shannon. So we know, uh, from past years, you know, VX rail. Usually it's all over the show. So in the digital world, what do you want? He takeaways. What are some of the key? You know, hands on demos, sessions that that people should check out. >>Thank you. Yeah. So hopefully your take away is that the exhale is a great infrastructure to support modern applications. First and foremost, we have, you know, a jointly engineered system built with VM ware, four VM ware environments to enhance fam. Where, and we do that with our the extra LHC I system software, which I didn't give a shout out to yet, which extends that native capabilities and really is the secret behind how we do seamless automated operational experience with the ex rail. And that's the case, whether it's traditional or modern applications. So that's my little commercial for VX rail at the show please tune into our VM World session on this topic. We also have hands on labs. We are launching a fun augmented reality game. Eso Please check that out on. We have a new Web page as well that you get access to all the latest assets and guides that help you, you know, navigate your journey for cloud native. And that's at dell technologies dot com slash Hangzhou. >>Wonderful. Well, Shannon Champion, thanks so much. Great to see you again. And be short. Uh, we look forward to hearing more in the future. >>Thanks to >>stay with us. Lots more coverage from VM World 2020. I'm stew. Minimum is always thank you for watching the Cube.
SUMMARY :
Nice to see you and thanks so much for joining us. Good to see you as well. Shannon, you know, with a theme I've that are anticipated to be produced with these cloud native approaches Ah, either expanding and moving faster or, you know, making sure that I have the talent in house. And the other thing is that you hit on, you know, you know, give the environment to allow the applications to run in virtualization. you know, each the developer and the I t operators can work in the you know, heavily partnership with VM ware. And that option supports Tan Xue with software defined networking Yeah, so, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, So you get the consistent operations in the consistent fits into that cloud core edge discussion that you just, uh, raised? run cloud, you know, cloud native based modern applications with thons Ooh, you know, new environments that kind of stretch them in different ways. you know, the the size of cluster deployments and the range So we know, uh, from past years, you know, VX rail. First and foremost, we have, you know, a jointly engineered system Great to see you again. Minimum is always thank you for watching the Cube.
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Amir & Atif lta glitches fixed v2
from the cube Studios in Palo Alto in Boston connecting with thought leaders all around the world this is a cube conversation hi I'm Stu mana man and welcome to a special cube conversation talking to leaders around the globe happy to welcome to the program two guests actually one is a cube alumni the other one I believe the first time on the program the Khan brothers I have a mirror and on TIFF so gentlemen thanks so much for joining us oh thank you for having us again yeah so here you know you and your brother you're coming out of stealth al Kyra is the company you two both work together at many companies we know you most recently from Katella we're a mirror you know we've spoken with you on the cube I believe right after that acquisition proc it was another company back in the day also happened to sell to Cisco but we know that you know networking is one of the you know toughest things in our industry now everybody thinks that their environment is is something challenging but you know we know networking in the weeds there's so many protocols and while networking as a whole doesn't change really fast there have been a lot of waves of change happening most recently of course cloud having a major impact on what's happening to the networking world Amir let's start with you you're the CEO your brother a tip is the CTO you're both co-founders give us a little bit of the background and the why of Al Kyra yes but after we sold patella I was looking for the next idea and we talked to multiple customers and multiple service providers a common theme that came across was the cloud networking was complex and when it came to multiple clouds it became exponentially complex it was not only learning multiple clouds but all the underlying constructs were different in each one of us so we decided that we need to take a look at a common solution which provides one way of connecting to all clouds that exist out there and provides common services like firewall and then from the governance perspective it becomes very challenging if you have very diverse environments so we are bringing analytics a common way of monitoring and managing the networks on top of that so it's a very comprehensive solution that the industry needed and they needed it as a service so we we dug deeper and came up with this idea went to the VCS and got funded very quickly to solve the problem and very proud to say that we are the first ones were in the industry for bringing computer networking as a service for multi cloud environments to the market all right now that's a that's a big vision and definitely something you know we hear from talking to customers you know absolutely multi-cloud most of the people there trying to figure out exactly what that means to their cuspid to their companies as well as it is not simple today aught if I want to pull you in you know we've seen you know many you know groups of talented you know development engine developers and engineers sometimes they try Ville in packs so when you look at you know what Amir just talked about the challenge in front of you give our audience a little bit of the understanding of you know the history of what you've been working on and is this you know a you know just turning the crank based on the latest and greatest technologies is that the coming together of some of the pieces that you've been thinking about for many years you know help us under the hood a little bit as to you know that this problem and the talents and what you're moving forward with for the last many many years both Amma and myself and other team are other team members we've been working on large customer networks whether those are service provider networks or whether those are enterprise networks so we have a deep understanding of the challenges they have based over over time so and now as I mentioned customers are transitioning to public clouds they are transitioning to SAS environments and there are a lot of challenges with which they are running into so we decided to take this challenge on and we brought together like a stellar team we have people who joined us from from botella as well as people from other large organizations they've been working on we have people from AWS we have people from Azure via people from other large companies so we have put together a great team we are very well funded and as I mentioned our approach has always always been to work with customers always understand their pain points and solve the real issues which which are having so that's approach we took and that's what we are doing here Adele here yeah so I did if I want to dig down a little bit more and actually we've got a slide I think you'll talk to because we know in networking a lot of the words sound the same you know is this an overlay I'm your said that at the service what gets deployed where is it what are the customers need to do where does this all live so if you could explain this this this diagram here for our audience so what the buildings do is a is a service and it's a cloud services exchange if you look at it and what it is comprised off is east cloud exchange points you can think of these as virtual pops and virtual polos and you can you can decide which region in the world or on the globe you want the DC X is to be spun up you come to our portal since it's consumed as a service you decide like what needs to reside on the CX PS which networking services you need there you can bring your own services or you can consume LTS services and when I talk about services or when I say services these can mean security services other networking services such as load balancers ipam DDI whatnot from the EC XPS you're gonna connect to multiple pounds from here without you as as Enterprise know without you knowing need to know anything about the underlying cloud providers networking concerts so all you do is you give us the requirements you say that you need to connect to this cloud this this is your appointment and we we do it for you so what basically what we are doing is we are virtualizing the clouds networks it's a so in the past we virtualize the when in our previous company and patella if you look at it it's virtualizing plan over different types of transports here we are virtualizing cloud it doesn't matter which public clouds you're sitting on which public cloud you need to connect to you know one service to consume you know one way of doing about networking great III that diagram definitely helped me a lot Amir let's talk my understanding you've got some customers what are some of the early things that they're using this for is this you know hybrid cloud going from their data center to a public cloud we talked about multi cloud does that mean we're actually connecting services between some of the public clouds help us understand what what your customers are seeing and starting to use it's a very interesting questions too we've been talking to multiple customers that we said and without a doubt every single customer that we are talking to has some sort of a multi cloud strategy and the reasons for them to get into multiple clouds could be either their some teams are using some applications which are optimized for a particle cloud one of the customers that we went to they were using one cloud and then acquired a company because of which you know another cloud was brought into the environment so all of a sudden they have a need to very quickly you know integrate those two environments and then there are you know with what's going on in the market today people are going to remote access requirements you know people are working from home and they need to get onto the network very quickly and consume applications which scale much better in the cloud so there's a demand from that perspective right so and in some cases one company becomes let's say Amazon becomes a competitor somewhere and people want to move to another cloud that could be another alternative right so so without fail many people are you know getting into cloud environments and the primary reason that I'm hearing now that many more companies will move into the cloud is going to be regulatory issues right so people are starting to think about pushing all the financial companies the healthcare companies to adopt multiple clouds for redundancy for high availability etc yeah you bring up a great point one of the questions we've been asking for the last couple of years is how is multi-cloud the same or different from what we used to see with multi-vendor aught if you know I think back to you go back you know 10 15 20 years ago and some of the M&A discussions that Omer was talking about you know you know I buy another company Oh what are they doing for their network well throw out their whole network and let's standardize on the vendor of choice that we have because it's better if I can go homogeneous well it's not as easy to do that in the public cloud so help us understand you know it's not as easy as that saying oh all these clouds they have API is they all use similar type type of abstractions and the like you know where does Al Kira really help make things easy for customers when they're when they're doing multi cloud so you know every cloud is doing things differently when it comes to networking so yeah at the end of the day functionality might be the same but how to achieve that how to get that working it's very different between each plug so now what we are seeing with these enterprises is that they have to build a deep understanding of each cloud before they can take on that cloud and nowadays cloud architects are in big demand they don't come cheap either so you don't necessarily just need the personal cloud architect with expertise in one account you need like architects with the expertise and multiple thoughts so so we wanted to solve that problem that's why we took this challenge on and we wanted to make it a make it one way of working with all these clouds so from a cloud architects perspective from a enterprises perspective why can't there be just one way of connecting to all these clouds why do I have to know the details of each cloud as armor said each cloud spring brings its own own its own value in different ways and there is a multi cloud strategy out there so either customers are in multiple pounds or they're looking at at multiple doubt so that's that's a big challenge right now and since what we are offering is as a service it's a unified global multi cloud network and again we're virtualizing the cloud network all right Amir you mentioned early on in the conversation that Acura is well funded you've got Sequoia and kleiner perkins as two of your investors you know definitely companies that look closely and understand the networking space help us understand the basics of the company though coming out of stealth right now is the product available where is it available you know where are you with with customer and deployments certainly we are making our product available on April 15 and many customers are trying it right now they're in the process of deploying it in production these are across industries healthcare manufacturing high-tech you know financial industries so customers span across multiple different verticals in addition to that many service providers are working with us to offer this to extend their capabilities into the cloud so many service providers have been struggling with that and this makes it very easy for them to complement their private connectivity solutions and extend their reach deeper into the cloud so the industry is very excited right now and we are excited because this is an opportunity you know which the cloud migration has brought to the table from networking perspective and if we had thought about it 10 years ago 20 years ago it was just not possible and now we have this capability in the clouds to offer in lastik capabilities do not only provide connectivity but but integrate the services like firewalls scale them up and down and provide proper governance yeah you bring up such a such a big point there I talked before about multi vendor and today you know the network team it's not just oh well I touch all of the gear that I manage as you said it's the service providers public clouds they need to span all those environments we've definitely seen a huge shift in service riders and their relationships with the public cloud over the last five years or so atif I guess that brings up a the important point here who's gonna be managing all this when it comes to a Keira is this the traditional Network person if they've been you know doing land maybe a little bit of an are they going to be doing it is the cloud team you know where does this sit in the you know conversation and jostling of roles that we're seeing as organizations are more and more embracing public cloud so it's Stu it's still a networking solution so what we are seeing working with our customers is that it's a it's a cloud architects who are were very excited when they see our solution now they can see that the network can can can show the same agility which they have been very they're being seen with with compute and storage and and rest of the stuff moving into the cloud so network was always like behind it took a lot lot of effort a lot of work to get the network to extend into clouds meeting all the all the enterprise requirements so now network architects are excited because they it's it's become very simple for them to to move into the cloud or extend their private connectivity into the club I'll give you an example we've been working with some large enterprises and they many of them they don't need to open up a manual or documentation to use our solution so our goal was always to make it so simple that anyone should be able to connect to a cloud without knowing anything about the networking constructs of a given cloud so you just come in you should just be able to give us the requirements that you need need this much capacity you need this much throughput you need B services to front-end the clouds these are your security policies which are global and you need like a multi global transport or global network a multi-level network and you should be able to just bring it up and you should on you should not need like certifications in cloud networking or certifications in using tools to orchestrate cloud connectivity so we are built a very scalable infrastructure which allows the customers to get a service from us or use our service which which meets the requirements all right I'd like to ask both of you you know it's April 2020 you're coming out of stealth you know I'm sure the product has you know all the features that your customers are asking for today but give us a look as we go through the kind of the next six to 12 months armor first from kind of a customer standpoint not if from the technology standpoint what should people be looking at both with your product how you're working with partners and you know really this multi cloud networking landscape our focus is on mid to large size enterprises and depending on which company you talk to their strategy varies to get into the cloud somewhere some are at a very early stage others have moved significant amount of workloads into into the cloud already the reality that we are seeing out there is that the hybrid environment is going to exist for a long long time and that's why we have built a solution which seamlessly integrates their existing wide area networking infrastructure to bring traffic into our solution and then we tie them seamlessly to the cloud and provide integrated services and Governors governance on top of that and they can define their own internal policies based on you know their enterprise needs so that's what we are seeing right now and going into the future I think that industry is going to continue to evolve it's still early the solutions will evolve quite a bit we have a first mover advantage to provide networking as a service and we are so excited to just continue to you know accelerate and help customers to migrate into the cloud as quickly as possible provided with the highest resiliency and security yes so from from a technology perspective as I said like we we believe in working with the customers and solving their use cases we are innovating at a very rapid pace and there are many many different use cases which which we are working on we have some of the use cases which we are which we have delivered so far where we are going out with a certain number of use cases and we will be adding more use cases as we as we go support support for more use cases and we support like all the major clouds right now we will be adding more clouds to our offering we offer a Marketplace on our portal as well so it's a it's a it's a cloud service with a built in marketplace of network services we will be expanding that marketplace as well with more services it's all based on the on the customer requirements and and we prioritize our offerings based on the requirements and there's a there's a lot of work ahead of us also it's just the beginning and as I said we are very excited to solve all these problems and make our customers successful excellent if you're a good setup for armors last slide here so we've got a slide here is that how do customers get started walk us through yeah as I have said we've our goal is to make it as simple as possible you know we live in a different world now where things change very very quickly but the customers just come to our portal they register or our service just like any other SAS based service they you know basically are taken to a canvas where they can draw their infrastructure drop services create policies within minutes and then you know across the globe and then click on the provision button and they can go and have coffee and the full infrastructure comes up literally in less than an hour as a matter of fact in many cases we have seen a comment in around half an hour across the globe this is the type of a solution or capability that the industry has never seen before in the industries we are very proud of bringing the solution to the market well congratulations both of you a lot of work goes into bringing a company to launch before I let you go I do have one last question you two are brothers you've worked together at a number of companies so you know give our audience but you know what it's like and you know what what keeps bringing you back to working together well we are very close family we've always you know you know studied together work together and many different companies we live about five minutes away from each other our kids hang out together we travel together so you know it's kind of interesting you know we've always had a very very close relation yeah this is this is a fifth company I guess where we are working together as he said like we have always worked together we have a we we have a same circle of friends also so so we have very very close to each other so yeah this is one of the best squash players in the country and nowadays he doesn't get much time but he was ranked in the top three for a long time in amateurs in the country well that is awesome well hopefully you know you get to get a little bit of break you know once the company goes into spell they know a lot of work moving forward but I'm Erin atif congratulations and thank you so much for joining us to announce coming out of stealth thank you thank you for having us thank you it's a pleasure to talk to you alright and we definitely look forward to tracking al Kyra in the future as that they move forward with adoption with their customers and their solution I'm still minimun and as always thank you for watching the queue [Music]
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Breaking Analysis: The Transformation of Dell Technologies
from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hello everyone and welcome to this week's episode of the cube insights powered by ETR you know this past week we attended the Dell technologies Industry Analysts event and in this breaking analysis I want to summarize the key takeaways and discuss some of the macro trends in the industry that are affecting Dell I'll also discuss some of the fundamental assumptions that Dell is making in its operating model and I'll talk about some of the challenges that I see for the company going forward and hopefully what is a frank manner now let me start with the event itself it was held in Austin Texas and it's clear that Austin Texas is becoming the epicenter of Dell post-acquisition of EMC it's shifting strongly back to Texas while the legacy of EMC remains what is the most critical part of Dells portfolio thanks to vmware the energy of Dell emanates from its founder Michael Dell the event was attended by about 250 press and analysts over a two-day period it was very well run with strong levels of executive access which is always very important to the analysts and lots of transparency and I thought clarity of message now the number one takeaway on this is Dell in four years the company has gone from irrelevance to a dominant and highly relevant player in the enterprise tech especially the CIOs and it's one of the most amazing transformations of a company that personally I've ever seen and I've seen several there were four other key takeaways for me that I'll show on this first slide of Alex if you bring it up first Michael Dell has put forth a set of moonshot goals for 2030 let me give you some examples by 2030 Dell says that for every product that they sell they're going to recycle an equivalent product by 2030 50 percent of the global workforce of Dell will be women and 40 percent of the managers of people will be women 25 percent of the u.s. workforce will be either Hispanic or African now most tech stories today are negative and this is a great positive message I'm not gonna spend a lot of time on this because in there's much more that Dell laid out but kudos for Dell to make for making these initiatives a priority you know particularly the women in tech and the diversity in the minorities I think it's excellent the second takeaway is Dell for Dell is the Dell is being driven by Jeff Clark and this guy is on a mission to simplify the portfolio Dell claims its reduced its product portfolio from 88 platforms down to 20 of that power platforms that powers a new brand now the reality is Dell really hasn't deprecated 68 products many if not most are still around but the RMD energy is all going into the new stuff now the third takeaway was a big announcement around power one power one is Dells new platform for the next generation of converged infrastructure now a lot of people might look at this and say well this is converged infrastructure without Cisco well it is actually and while that's true power one according to Dell is a much more of a developer friendly API and micro services based platform with a lot of automation software built in it's essentially going to be Dells go forward platform for customers that don't want to roll their own infrastructure the expectation or inference that that we took away was that power one will integrate most if not all future storage networking and server products Adela's positioning this as a complement to HCI or hyper-converged infrastructure which comprises VX rail VX flex which is the scale i/o and of course the OEM Nutanix so you can see Dell still got some work to do in terms of streamlining its portfolio and here's my lock of the day is that they'll be phasing out the Nutanix OEM relationship you could take that one to the bank now the fourth takeaway was the Dells cloud strategy is really coming into focus is it a winning strategy I honestly can't say at this point but in my view it's the only option that Dell has and and because of VMware they have a fighting chance Dell is in a much better position than other suppliers that that rely on you know Prem install bases because of VMware VMware is not only Dells piggy bank it is but it also gives Dell strategic levers with with CIOs and partners like for instance AWS now later on I'm going to share some ETR data that will give you some context but the bottom line is that the cloud is having an impact on everyone's business including Dells and I mean let me add the Dells cloud strategy in addition to relying on VMware is completely dependent on the assumptions that the world is going to be hybrid which is a good assumption and that multi cloud is going to evolve from what today I've said as a symptom of multi-vendor to a fundamental priority for CIOs again not a bad assumption but because of VMware adele has more than a fighting chance to compete for share now finally that that adele is going to be able to capitalize on the edge personally I think this is the biggest wildcard what I do think is that developers are going to be a crucial part of the edge and at this point in time Dell and VMware are not really top of mine in the developer community now the event involved keynotes from Michael Dell and other execs including including the CFO it was Tom sweet and and many other breakout sessions you know the normal one-on-ones as well now I don't have time to go into all this but there are some things that I want to share about Jeff Clark's presentation specifically he's the person that took over from David David Gordon a couple years ago he's been at Dell for more than 30 years and he was there when I think it was called pcs limited so a long time he's a trusted operational executive of Michael Dell's I'm very impressed with this guy he doesn't use a cheap prompter when he talks and in fact he has some notes but he's got these facts and figures at the in his head that he rattles off like a staccato pace he's an OBS exec and so let me summarize the his discussion now to bring up this slide the the big picture is the data sphere is gonna grow to 175 zettabytes and half of that is going to be created at the edge of that 30% is gonna require real-time processing now he talked about the mandate for simplification and he called this staying the easy button now in QA I asked him like why did it take you guys so long to figure out something so obvious which is kind of a snarky analyst question not his credit he didn't throw his predecessors under the bus rather what he did is he focused on the future and sit he said you know they shared the figures that I stated earlier about you know taking 88 platforms down to 20 and he focused on the priorities of the future so he didn't say it but I'm gonna say it for him he inherited a very messy portfolio and he had to clean up the crime scene me tell let me tell you what a buyer said about EMC back in 2018 this is from the ETR Venn survey when they go out and they probe you know specific customers and they talk to them this guy says NetApp has done a really good job of advertising and positioning itself within the cloud and within data centers themselves they've got a broad portfolio and I don't want to make comments about NetApp but so just I'm not sure I agree with all this but okay come back to his statements and and they've they've integrated fairly well here's what's relevant what he said was EMC on the other hand is not as well integrated they've got a broad portfolio but it's not necessarily - easy easy to pick and choose from the different categories okay so I agree with that you know look the mega launch product dujour worked for EMC it allowed them to carry on for another five or six years after the downturn but the lack of integration eventually caught up to that minute and it will always you know caught up catch up to large companies who rely on either lots of M&A or spinning out new products with lots of overlap anyway I digress the third thing that Clarke talked about was the big market size and the share gains pcs are a 200 billion dollar market servers are an 80 billion dollar market an external storage is a 26 billion dollar market Della's gains 600 basis points according to Clarke in pcs over the last six years 400 came in the last three years 375 basis points in storage in the past two years now of course what he didn't mention that was after a dismal performance a few years earlier so they had a pretty easy compare but my point is this when you talk to Michael Dell you talked to Tom sweet you talked to Jeff Clark and all the people folks in the company share gains are critical to Dells strategy especially because the cloud is taking so much share of wallet in the enterprise I'll make some other comments on that now finally there are two fundamental beliefs that dell has that i want to share with you one is that they can be a consolidator of these core markets in a downturn deltax they can hold their breath you know so to speak longer than the competitors and of course in an up market they think they can accelerate their leverage points which leads to the second belief that jeff clark talked about which is how dell will deliver differentiation and value so he decided four items there one is they got 40,000 direct sellers so they got a big go-to market presence they got 35,000 service professionals a 66 billion-dollar supply chain and then Dell financial services arm which you know forces Dell to carry a lot of debt but that debt throws off cash and it's not really part of Dells core debt from EMC acquisition now others have that too but but Dells got you know big presents there all right so I want to pivot to the ETR data and let's see how Dell looks in the spending survey and since market share is so important to Dell why don't we take a look at how they're doing so Alex this slide that I'm showing here what each er refers to as market share market share is defined by you TR as vendor citations in the survey excluding replacements so customers that are adding spending the same or spending more as spending less divided by the total number of respondents in the survey so it's a measure of how pervasive the vendor is in the data set what I'm showing in this slide is Dells market share and its three most important business lines namely VMware Delhi MC and Adele's laptop business and I'm showing this from the January 17 survey to October 19 now notice the survey sample overall is 960 for respondents and the three brands they show 800 and said six hundred and twenty two and three hundred and two shared ends within that 964 so there's two points one else doing pretty well I mean I'd say it's better than holding serve and as you can see it's steadily gaining now the second point is that look at the net scores here you know they're okay especially for vmware intel's laptop but Dell EMC for instance specifically their server and storage and networking business you know not so much so there's there's a mixed story here so let me make some comments on the macro and things that I've discussed with with ETR and and my narrative on demand overall some things that I've said you shared with you before as we've discussed in past breaking analyses spending is reverting back to pre eighteen levels but it's not falling off a cliff we're seeing fewer adoptions of new tech and more replacements of old tech so combine this with lower levels of spending and more citations overall we're seeing net score go down relative to previous surveys so here's what we think is happening there's less experimentation going on with the digital initiatives which started you know back in 2016 so you're seeing fewer adoptions of new tech as customers are start placing their bets and they're retiring leggy legacy systems that they were keeping on as a hedge and they're narrowing their spend on the new stuff and unplugging the stuff they don't need anymore and they're going at the serious production mode with the pocs so that means overall spending is softer it's not a disaster but it's lower than expected then coming into this year storage is on the back burner in a lot of accounts because of cloud and the big flash injection that I've talked about giving him more Headroom servers are really soft for Dell especially because they have a tough compared with previous with last year PC is actually pretty good all things being considered so where is the spending action well it's in the cloud now q how many vendors tell me that there's a big rebate repatriation trend happening ie people have cloud remorse and they're all moving back on pram not all but many M say it doesn't happen but at the macro-level its noise compared to the spending that's happening in the cloud just do the math all you got to do is look at AWS and Microsoft and what they report and compare it to any enterprise company that relies on on-prem selling I mean I don't want to argue about it you believe what you want but I would much prefer to look at the data so let's do that so here's a slide that shows ETR data on customer spending on the cloud so you got a AWS Azure and Google spenders and how their spending patterns have changed over time for dell emc servers so you got six hundred and thirty six cloud accounts 175 to 200 shared dell emc server accounts over the past three periods and yet net scores of 24% down to 16% so look at the gray bar versus the yellow bar gray is October 18 yellow is October 19 okay you get the picture the next slide is the same view for Dell EMC storage the gray bar is last year yellow bar is this year's survey so look at it 22% down to 5% that's not good so storage is getting hit by cloud and that's going to continue all right so let me conclude with some comments in general overall I like to tell strategy you know honestly without VMware I'm probably not gonna fly to Austin this week just being honest but with VMware Dell is far more important to our community so I pay more attention to it I haven't shared many thoughts on Dells financials but I think they have some upside here as they continue to pay down their debt by the way every five billion of dollars that they retire in debt it drops twenty five cents right to earnings per share Dell throws off a lot of cash it's a very well-run company they got an excellent management team we talked about their share gain lever they'll have a public cloud so they got to make on Prem as simple as possible and ideally is cloud like as they can you know the on-premise experience frankly is well behind that of the cloud but but cloud you know getting less simple and it's not cheap so on Prem in my view doesn't have to be exactly cloud it's just got to be good enough now Dell this week also refreshed its on demand pricing but it's good and it's obviously relevant to cloud not have time to go into all the detail but suffice to say that near-term there on-demand stuff it's it's going to be a small factor in their business but longer-term I think it's going to play in it's particularly to the cloud model Dell is also betting on hybrid and multi cloud they have to and but they're up against several competitors Microsoft is the is really strong in this space Microsoft's also a partner of course but you got IBM and Red Hat Cisco Google sort of and some others but VMware it gives Dell an advantage and that is the key the big hole that I see in Dell I'm going to come back to innovation you know Dell spends billions of dollars on R&D I think it's the numbers 20 billion over the last four years so that's good but you know innovation this industry is being delivered delivered by developers no those are the drivers and and it's they're taking advantage of data applying machine intelligence and cloud for scale and Dell is clearly well positioned for the data trend you know could partner for cloud it can certainly play an AI but what it lacks in my opinion is appeal to the developer community and just as Dell has become relevant to CIOs it needs this a similar type of relevance with the devs and that's a different ballgame so it's hopes are leaning on VMware and is of course its acquisition of pivotal but if I were Dell I would not sit back and wait for pivotal and VMware to figure it out here's what I would do if I were Dell I would deploy at least a thousand engineers they got twenty thousand engineers take a thousand or fifteen hundred them and point them toward developing open source tools and build applications and tools around all these hot emerging trends that we hear about multi-cloud multi cloud management edge all the innovations going on at edge autonomous vehicles etc AI workloads machine intelligence machine learning I would open-source that work and make a big commitment to the developer community big contributions and that would build hooks in from my hardware into these tools to make my hardware run better faster cheaper on these systems I want to thank my friend Peter burrows for forgiving me that idea but I think it's a great idea I think it's radical but it makes sense in this world that is really being driven by developers okay this is Dave Volante signing out from this episode of cube insights powered by ETR thanks for watching we'll see you next time
SUMMARY :
from the January 17 survey to October 19
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Breaking Analysis: The State of Data Protection Q4 2019
from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hi everybody welcome to this breaking analysis in this cube insights powered by ETR I'm Dave Volante and this episode is about data protection you might be saying Dave why are you gonna bore us with the conversation about backup well it's interesting the market is actually quite hot you know over the last 18 to 24 months there's been well over a billion dollars probably 1.3 1.4 billion dollars raised just from companies like rubric Kohi City Dhruva certo and a number of other startups like clew mio is a name you might not have heard of and I'm gonna mention a couple of others so you have the situation where these upstarts particularly rubric and cohesive er really challenging the install based players and they're spending a lot of money on marketing engineering and sales and they're going to market and they're really shaking things up and I want to talk about that dynamic share with you some ETR data and talk about some of the other players like veem who was you know a rocket ship because of the virtualization trend how are they faring in this kind of new market and why is this market gaining so much attention today and what does this mean for incumbents what does it mean for customers who can achieve escape velocity and what are some of the likely outcomes that we see the market is very confused right now if you look at the Gartner Magic Quadrant the and compare that to for instance the Forrester wave del EMC is not even in the Forrester wave the Gartner Magic Quadrant has rubric you know not as a leader and and it's just all over the place and so what I want to do is use some ETR data and some context from the cube to share with you our audience what we are seeing in the marketplace and kind of what it all means so let's get into it Alex if you bring up the first slide I first want to make a statement about the overall storage market the the ETR data set which is incredible doesn't drill down into backup although it does have pure play backup vendors in the data set so I want to start with storage because it's a it's the superset of the data protection market so what this chart shows is the all the sectors and it shows the net scores remember net score is they they ask every every quarter are you spending more you're spending less so he's spending the same they subtract the less from the more and that gives you net score so this is the net score for the three periods of October 18 survey July 19 survey in the October 19 survey and you can see the red line shows you know storage is kind of on the back burner yeah it's up ticking a little bit from previous surveys but it's got a next score of 18 that's crappy I mean it's not really a hot market and I've talked in previous episodes and breaking analysis as to why I really two main factors that I cited cloud guys eating away at the traditional storage array business and flash injected so much capacity and performance into the equation that data center managers are saying hey I don't really need any more storage right now so storage is kind of on the back burner you can see I blew it up here and you can see sort of how it's playing you see the hot sectors are analytics cloud computing container platforms data warehousing is is making a comeback I've talked about snowflake on previous breaking analyses machine learning and AI and new workloads robotic process automation even virtualization these are the hot sectors that are that are driving spending but I will tell you storage ultimately is going to be there it won't be down forever because people are always going to need storage these new workloads are gonna require new storage and obviously backup if you go to the next slide Alex you can see some of the vendors here so we've sort of established ok storage is is right now it's down it's not one of the hottest sectors but you can see there's some companies in here that are pretty hot rubric leads the list with a net score of 53 percent now the shared end might be a little hard for you to read here but the shared end out of the last survey 1,300 respondents from the ETR survey answered what there's you know spending intentions were and then the individuals mentioning specific companies in this case rubric 55 so it's kind of a small shared in you can see pure storage a company that we've talked about previously you know continues to to show strength you know 48.1% down slightly from you know the previous quarters but still really the only clear share gainer in the overall a primary storage market again rubric you can see Nutanix is up on the list veeam is actually quite impressive I'm going to show you some data in a minute that I think will impress you in terms of Eames continued staying power you see vcn on there sis goes on the list God knows why sis goes on the list their storage is not you know perceived as as leading but they do have offerings and Cisco so big people just kind of yeah we're buying from Cisco you see cookie City their little dip this past survey but still very strong again I'll show you some other data there you know etc so you can see that the point is even though storage is down there are a couple of shining stars like rubric like Nutanix pure storage veem Kohi City etc so let's let's dig into that a little bit before I do that I just want to share with you some trends on this slide with regard to the the backup market you know i underscore backup because it's no longer just the backup market its evolving so there's pressure on the overall storage market but but the data protection is actually really hot right now it's it's it's captured a lot of venture capital startups are moving in I'll mention a few that you might not have heard of why well several reasons one is the data explosion continues it's it's it's growing at an exponential rate and it's kind of nonlinear digital transformations are all about how you leverage data and so if you're making your business a data business in a digital business well you better have a way to protect it so things like ransomware are coming into play and people are really concerned obviously about ransomware so so data protection of evolves and expands sort of transcends back up into business continuity cloud and hybrid cloud are some other trends that I'll talk about in more detail that are driving opportunities for what we're traditionally known as backup and really now evolving into sort of these new areas last decade it was about moving from from tape to disc you know tape sucks that was kind of the data domain mantra and they were the hot company of last decade they got you know they did an IPO they reached escape velocity they sold for 2.5 billion you know but today you know the data domain platform that EMC bought and and now is Dell EMC is kind of old school right it's these new guys that are coming after that so so well well data domain pioneer data deduplication and higher performance back up moving to storage today it's a whole new conversation and people have come to the realization that the primary and active storage is only about 20% of the stored data all the all the less hot data I don't want to say inactive stuff it's not cold storage but it's files and objects and copies and replicas and and backups that's 80% of the marketplace today it's in terms of the volume of data not necessarily the spend you know OLTP stuff primary storage is expensive flash arrays expensive but huge opportunity especially in terms of data growth that's where all the data growth is happening all that unstructured data so today the conversation is evolving to data protection data management data assurance particularly with containers so you think about spinning up containers spinning down containers you know dozens hundreds thousands of containers how do you keep track of that stuff how do you protect that how do you assure that your data is not leaking that you're not exposed and so that's a really hot area that you're seeing a number of startups focus on so real focus on recovery becomes much more important for a digital business how fast can I recover security compliance this notion of data sharing CDM on this slide which is stands for copy data management a practice that was really popularized by actifi Oh DevOps really supporting DevOps through a data management platform being able to give live copies or near live copies of data so that you know tests can be tested on you know much more fresh data in that in compressing that cycle time analytics becomes more important I talked about ransomware before well you can look at the the backup corpus and do analytics on that to see if there are anomalies in anomalous behavior just in terms of bad actors coming in so all this stuff joined with cloud and hybrid cloud and is put a bridging the legacy business and it's bringing out a lot of new challengers to the incumbents so let's take a look at some of that data from ETR Alex if you go to the next slide this is the ETR data set on backup vendors so what I've done here is it is pulled out of storage the pure-play data protection folks so I can you know call in backup vendors they hate when they call them backup know we're much more than backup it's where data management now data management means a lot of things to a lot of people but but nonetheless they are expanding and transcending pure backup so so credit to them this is the net score timeline from January 2017 to the latest October survey from enterprise technology research and you can see here I've pulled our rubric cohesively veem CommVault and Veritas and rubric leads as they say with 53% net score followed by Veen 44% so you can see Veeam really hanging tough though he said he just relat relat of lis new to the survey jumped up jumped down a little bit in in this quarter you'll see that you'll see that in the et our data anyone get too freaked out about it I think he said he still got some some tailwind and cementum momentum as does rubric but look at Veen Dean's ascendancy came from really VMware they were the VMware specialists and they were all virtualized and now you know they do bare metal they're doing cloud and multi cloud and and and they backup you know office 365 and and and so that's the SAS platform but look at how well they've held up quite impressive there with Veen made have made a major push into the enterprise kind of pivoted back to SMB but still does a lot of business in the enterprise and you can see them showing up here what's relevant to me is that the the shared end in other words out of the 1,300 and the total survey how many are responding to these vendors rubric 55 relatively small veeam 155 much larger so a bigger install base cohesive 42 kind of just getting started in the ETA dataset CommVault 105 so carve-outs a 700 million dollar company and revenues on a trailing 12-month basis they get about a 2.2 billion dollar market cap they just bought hedvig they're moving toward a SAS model they launched a product called metallic they get a very very large install base you can see their net scores yeah we're there holding relatively well they're smaller obviously they're lower than those top three and then you can see Veritas Veritas is the big whale in the business they kind of mostly almost a pure play software company they do have an appliance but they really are the the leader a leader here and have had a big market they went private they got bought by semantics semantics didn't know what to do with them they fumbled around with it they did a private equity deal you know that was going okay but they had some management turnover a private equity you know squeeze them a little bit even though they made some investments in the platform and so Veritas has you know some challenges they have to serve the install base but at the same time they got to compete with the new guys and all the new guys cohesively and rubric in particular are attacking you know the veritas install base you know certainly CommVault and as well Dell and EMC you can't have a discussion really around leadership and backup and data protection without talking about Delhi and C they're so large so Alex if you go to the next slide you can see the net score for Dell EMC the N here is 348 much much larger than some of the other guys that I just mentioned I'm actually look at Veritas 97 even though I have a large install base so Dell EMC but here's the caveat this is all of Delhi MC storage so not just the pure play back up the previous slide I was showing you pure play data protection vendors this is all of Dell EMC so it includes all their primary stuff all their flash storage all their storage not the other parts of their business not the compute and analytics and other stuff just storage so I'm using this as a proxy okay so this is not Dells data protection business only and so what let me make some comments there and I'll comment on Dell data protection business you can see it came out of the downturn on the past 2009 big optic and Joe toots used to say we're gonna come out stronger we're gonna invest through the downturn we got the cash we're gonna come out stronger that's exactly what happened they came out very strong but then you know cash flow started to get squeezed they expanded their product portfolio it was like product du jour all these mega launches and it just got too confusing for customers Salesforce got confused they got less productive and any an Adele or EMC at the time was really relying on VMware it's the value in Dell and I'm sorry I keep saying Dell value in EMC at the time was really in VMware and you could see that kind of steady decline in the net score and that's what happened to Elliott management came in they squeezed EMC kind of forced him forced her hand and then Dell ended up taking in private let me make some comments about the Dell acquisition and specifically Dell emcs data protection business Dell MC took its eye off the ball in storage generally but specifically in the data protection business it fell behind it wasn't investing fast enough it had some management changes that put Beth Phelan in charge a couple years ago now and her task was okay sure she was tasked with shoring up this business so but they had to get some new products out they had to focus on you know some of the the lower end of the market and then have to refocus on the higher end of the market so they've really begun to get their act together again in in data protection and really refreshing the data domain piece of the portfolio bringing Alomar and data domain to get and becoming much more competitive having said that they lost some ground okay so they've got that same challenge challenges Veritas they've not only got the new guys coming at them with this modern you know data platform they've got to service the existing install basin it's going to manage that cash flow they're now a public company again so a lot of pressure on those guys I want to go back to the to the previous chart Alex if you will and then is the one that shows you know rubric cohesive veem CommVault and and Veritas the the pure plays there's some other dynamics that I want to talk to talk about here HPE exited the software business it's it's its course offer a business it's sold off the Micro Focus and as part of that it's sold off data protector when it did that it opened up a whole new partnership opportunity for these emerging companies particular cohesive and veeam are actually reselling through HPE HP he's got a massive channel and those two companies are doing very well there I said you can't talk about data protection without talking about Dell EMC same thing for IBM you got to talk about IBM IBM is a huge install base and IBM free but Tivoli years ago Frank Moss's company and then they served mainframes and it was this big complicated platform kind of still is and so IBM had to make a move so it it it was getting killed in the marketplace by Veeam in particular so it created spectrum protect Plus and an IBM is really gone after software-defined it's it's it's it's begun to modernize its platform going after containers as I mentioned is a hot area but it's still got that same problem it's got to service the install base and so they're sort of doing that balancing act but it definitely had to you know refresh the portfolio and it's done a good job there with spectrum protect plus a couple of the companies that I haven't mentioned Dhruva is getting into that whole data management space so cohesively and rubric kind of redefining back up into data management theme goes back to the basics really talks about backup in data protection data management as being the future so it's kind of Dee trying to deep position rubric and cohesive as as you know much more in the future and not here today and so they're sort of playing that marketing game and very effectively as you can see by its net scores again Dhruva hopping on the the data management day bandwagon certo kind of a dr replication expert Klum you know is calling BS and all these guys is saying we're going pure sass model and and Klum you know does a sass for pure sass pure software for just AWS small company but it's raised a bunch of dough it's raised about 50 million dollars I think but here's some other names you might not have heard of caste ni o Valero trillion ease guys are going hard after containers and what I referred to earlier as data assurance so the big question is who's going to be able to achieve escape velocity for the for the upstarts who's going to be able to hold serve for the the incumbents let me make a couple of comments on that I think storage eventually is going to bounce back as I say some of those hot emerging workload areas like AI they they're gonna need storage you know analytics is gonna be driving you know the need for these types of things security data surance data protection service storage will theirs don't bet against the data so storage will I think eventually you know bounce back and unlike compute where Intel makes all the margin storage is more like networking where you get really good margins it's a you know 60 Plus percent gross margin business pure storage has almost 70 percent gross margins cloud is the wild card here I predict you're gonna see the cloud vendors begin to dramatically expand you know their their portfolios and you know use beyond just gonna s3 simple object storage okay yeah we got elastic you know a block store EBS from Amazon you know Microsoft has you know the you know similar store just as Google they are gonna double down on storage they're gonna they're gonna look at storage as a bigger opportunity and that is a wild card it could you know continue to pressure the traditional storage guys but look let's face it it's a hybrid world still ton of stuff going on Prem so I think that that the the overall market will bounce back I think data protection as a subset and data management is going to grow faster it has some tailwind I think it's got an expanding Tam and those tail winds are digital data digital business security data assurance this new management capability that I talked about DevOps and contain a protection container platforms as I showed you earlier and the ETR data is one of the hottest areas going and I think you're gonna see some consolidation you saw CommVault bought Hedvig you're gonna see some exits veeam is now talking about doing an IPO it just took in a half a billion dollars in investment so its investors are gonna want an exit so are cohesive ease and rubrics which together have raised almost a billion dollars so you're gonna see some some M&A I think specialists like zero and and Dhruva are probably gonna be B targets I think you're still gonna see Dell become much much more aggressive kind of getting their act together the big incumbents IBM you know Veritas refreshing their portfolio again their challenge is the innovators dilemma so I do think you're gonna see some at least one maybe two the the favorites there would be cohesive near rubric is achieve escape velocity I don't think there's enough room for three to be like blockbuster IPOs that that that can survive long term but I think this data management thing has legs and we're gonna continue to watch it here thanks to you for watching thanks to our friends at ETR for sharing this data is Dave Volante for cube insights powered by ETR we'll see you next time
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Day 2 Wrap Up | Pure Accelerate 2019
>> from Austin, Texas. It's Theo Cube covering your storage accelerate 2019. Brought to you by pure storage. >> Welcome back to the Q. We are wrapping up day two of two days of coverage. We're getting some applause. I'm pretty sure that's for us. At pure accelerate. 2019. Lisa Martin flanked by two gents Day Volante and Justin Warren. You probably know Justin, who's been on the Cube many times and less. Chief analyst. A pivot. Nine. Justin. You have been covering this event and well as an independent, so we want to get your take on this two days. We've had our 1st 2 day for the Cube covering pier storage. We've spoken with lots of people, cause Charlie kicks. I'm sure there's more nicknames that I'm forgetting customers. Partners. Dave. Let's do a quick recap of some of the trends and the themes that we've heard the last couple days. And then we'll get some independent analysis. Justin on Not just what you've heard the last three days, starting with a tech field day, but also just your history of covering and working with here. >> Well, so for my sample, its story of growth they even started pure starts all the press releases with the only company that's growing on the growth storage company. The growth in the first. So so this growth is a financial story there. Um pure is going for growth, the markets rewarding growth right now. So it's smart, double down on growth. That might change at some point on. We talked about Charlie Jean Carlo about this, and they'll decide what what they do at that point time. But But from a financial standpoint, growing fast, uh, like their balance sheet, be interesting to see if they can leverage it. Maur. But maybe they're using it for Optionality. They'll do 1.7 this fiscal year. 1.7 billion. That's good. They got 70% gross margins. It a little bit of free cash flow. Not much because they pour it back into the business. So story a growth that's number 12 was differentiation. Um, I think it it's pretty clear that their products are differentiated from the sort of big portfolio companies. I mean, it's it shows up in the numbers and the income statement, and it shows up when you talk to customers simplicity, the whole A P I thing. I guess the third is products. I mean, they're embracing the cloud, which is kind of interesting. I don't think they're gonna do a ton of business with block storage for AWS, but it's an interesting hedge, and I think it's really cool from an engineering standpoint on, I think you know, two other things. Culture but orange. They're different, They're cool. They're hip and customers, which at the end of the day, that's where the rubber meets the road. Customers happy you talk to companies are customers of companies like pure service now Splunk Nutanix >> Uh uh, >> and some others. And they're happy. They love it. It's transforming their business. Snowflake is another one. Really? How come you AI path is another one? These are the hottest companies in the business right now, and you can tell when you talk to their customers is good story >> and their customers articulate their differentiation for them pretty darn while what? You know, we've spoken to a number. I think four or five customers the last couple of days, and they're not talking about Flash Ray flash blade X M flashback. They're talking about their business and how the I T is benefiting from that and how the business is benefiting from that. You also see piers very vibrant culture being embraced organically by their customers. There's plenty of customers walking around and the brightest orange I think I've even seen here. So there they're differentiation. Their culture, their customer experience and their ability to really differentiate three that are were loud and clear for what I heard through the voice of the customer and the partners, Frankly, as well. >> So I guess, Justin, I mean, the other pieces Tam expansion 1st 10 years, Cloud New Way I workloads partnerships with backup companies growing. The Tim I've said the 1st 10 years is probably gonna be easier, and I know that's a terrible thing to say, but don't hate me for saying it pure. But then the next 10 because they're up against the flat footed E. M. C. That was getting pounded by Elliott management with pressures to go private, trying to hang on to its legacy business and then got acquired and distracted by Del. So that was a really tailwind for Pierre. Now it's like Cloud guys got their act together, you know? Aye, aye. Everybody's doing A s. Oh, so they get some challenges. But what's your take? I think I've >> still got an advantage. Talking to some customers, 11 in particular was quite clear. That they saw pure is having at least a 2 to 3 lead through 2 to 3 year lead on the technology from some of their competitors. So they shopped around and they had a look at some of his competitors, and they thought that actually they were trying to sell me technology that's 234 years old and they quite from them, was that this is something that I could do myself, so they clearly see that pure provides them with something that they can't do themselves. So pure has an advantage there. I also think that the way that the market is changing advantage is pure, a little bit as well. So you mentioned Cloud there, Dave and I think that we've all seen that people have realized that multi cloud is a thing and that not every workload is going to go to the cloud. A lot of it is going to stay on Prem, so now that that's kind of allowed, people are allowed to talk about that, That there are CEOs who would have been being pressured by boards and so on to say we have to go all in on the cloud. Now they can come back to them and say, Well, actually, weaken, stay on side. That means that we should be looking at some of these onside products, like pure so that we can go on put in storage. A race in a data center may not be our Dana Senate might be in Coehlo, but we have this on site method of doing things. Not everything has to go to the cloud. So I think that will help them with some of the growth. >> So I'm left thinking, What would Andy say? Okay to >> be >> It's the number one hottest company, you know, notwithstanding some smaller companies right now, cos moving the market is a W s obviously Microsoft with the trillion dollar valuation. But Amazon, to me, is the benchmark it. So I feel like Jassy would say, Well, so Hey, Andy, you've acknowledged hybrid, you know? Actually, yeah, I guess he uses that word. Um, and you're doing some stuff one prim, but I think he would say we still believe that the vast majority of workloads are gonna land in the public cloud. And what you just said is what everybody else believes. And to me, they're in conflict and I don't necessarily have the answer. But you got the big gorilla. Now the big claw gorilla is moving. The markets say with one philosophy and they've made some good calls and the entire i t industry. Yeah, the other the inspector. >> Except that AWS has outpost have a product that actually sits on site. And they did. And Jesse last year said that he did say that the boat inward, multi cloud, >> you know, So, uh, sorry. Used the word multi cloud used hybrid hybrid cloud. They don't say that. That's for Boden, but no. But my point is they've acknowledged hybrid, which they never used to talk about hybrid. So they capitulated there The end where capitulated on their claws on its cloud strategy. But he has not capitulated on the belief the firm belief that most workloads are gonna be in the club. I'm not sure he's wrong. >> That may be true, but on what Time horizon? So that's not going to happen next year. But I >> think for sure, >> I pointed out that the agile manifesto came out in 2001. That's 18 years ago. Not every shop is doing software in agile, so enterprises take a long time to change, so there's plenty of room for pure to grow. While that changes going on, even if it if it does go all their own cloud, it's gonna take a long time to get there. And people can make plenty of money in the meantime. >> But I believe you're sorry. I believe pure is growing in what is a crappy market. Yeah, I think the storage market is a crap market right now. It's one that's very difficult. The leader Deli emcees growing at 0%. And that's a goodness because they're gaining share. Ned ABS down last quarter, not minus 16% IBM, minus 21% hp thrilled with whatever 3% or whatever. They're at a minus three. I can't remember now. Here is the only one that showing any substantive growth on my premises there, doing that by having a superior product and business model, and they're stealing share. So and then I ask you this. I I believe in hybrid, by the way. But I'm just playing kind of devil's advocate here. Cloud is growing and it's consistently growing and everybody talks about repatriation. You don't see it in the numbers. Every talks about the large of the law of large numbers like in other words, they hit a wall. You don't see that in the numbers. What you see is the traditional IittIe spaces flattish. The new stuff that they're all developing is not growing fast enough to offset the old stuff. You see that? Certainly. See that IBM. You see that now? Adele, even though they had good bounce back last year. But now you're seeing that Adele Oracle ekes out 1% growth. So the big, uh, legacy companies are growing there, hanging on there, throwing off tons of cash. They got good, strong balance sheets, maybe taking on some cheap debt. But the cloud continues to grow at a pace that I think it's stealing share from traditional I t. >> That's that's a reasonable sort of announcing something. Yeah, whether or not we'll see an increase in growth of onsite, particularly things like EJ computing way, maybe you need Thio redefine what we think of as a data center, and maybe we're not thinking about a broad enough market. I actually think that a lot of those workloads that we would traditionally have said would go on site and cola. I don't think Cola Data Center is actually growing all that much, but I think we are going to see growth in things like EJ. >> So that's a really great point I want. I want to come back to that. But the big question is, then okay. Can cloud be before we get ahead, you can cloud be a tail wind for pure. They've embraced it. 20 years ago, the leaders of a company would say, Oh, no, it's cloud his crap about a peace Caesar of toys You remember that pure embracing cloud, I think, is impressive only from an engineering perspective but business model. So can they make in your opinion cloud a tail wind and an opportunity? Maybe that's where Multi Cloud comes in. >> Yeah, it's tricky. I think it will become more of an advantage once good things like kubernetes and containers matures a bit further and people are used to being able to deploy things in that way, both in Cloud and on site. I think that that's the portability play, and it's more about making onsite more cloudy rather than making the cloud more enterprising, which I think was one of the messages that we had here. Because enterprises a lot of what yours messaging so far. And it's product development, particularly around cloud block stories, to make the cloud look more like an enterprise. Where's what we actually needed it to go the other way. Pure is doing things in that in that regard with pure storage optimizer, which which takes a lot of the decision making a way that from the way you would normally do things on side the way we've gotten used to it, manually configuring things, it's actually turning it into software on just letting computers handle it. That integration with things like the M, where is making things operate a lot more like cloud? So once enterprises become used to operating on a lot more like clouds, I think that's going to be an advantage for pure. To be ableto have that operations be in cloud and then they'll bring in products into in time for that to happen. >> You have the opportunity just in a couple days ago to tend the technical field day, the TFT that pure dead. So you got that double click the day before all the press releases broke about. Some of you know, we talked about the expansion into cloud with aws Maur, their portfolio delivered as a service. The aye aye data hub. But if we look at one of the things that stuck out today was differentiation. We've talked about that a number of levels in the last minutes. But talk to us about the technical differentiation that you've not only heard this week from pure, but that you've been engaging with them for years. You have an interesting story of Of John Cosgrove caused their CEO and founder really describing something very unique. That seems to be quite a technical level of differentiation that you even said We don't see this from a lot of their competitors. Give us a little snapshot of that. >> Yeah, you don't sort of get that level of detail in some of the briefings as well. So it was another tech Field day event some years ago on was talking about flash array and we sat in a room, and they had a flash array in front of us, and I think they were talking about the newest kind of flash they were putting into this. But they described some of the technical decisions they made about the architecture inside the blade. So at that time, and I hope I'm getting all these details correct, they had designed and asic, so to go in front, off the flash so that they could essentially create a layer above above the flash that they could speak to within their software. That meant that it didn't matter which flash foundry they bought it from, because it's slut. There are certain differences around the way that flash works, and they do address the flash directly, unlike buying SS D's and putting them inside the box. So that gives them a performance advantage because you don't have a whole bunch of software translation going on to get into the flash. But that decision meant that they could then change flash foundry without changing the experience off the awful. The software developers up the stack inside their array, so that meant that there cadence of being able to bring out new products and gradually dropped down the cost of the supply of flash, which makes up a large amount of the calls on these particular devices. It provided them with better options so they could maintain, maintain optionality essentially and be very, very flexible and react to the things that they can't predict. So Charlie mentioned in the briefing yesterday that you know, in this industry, you might get a 20% drop in the cost of flash in one month, which will then affect them their revenues in coming months after that, because clearly they want to pass on some of those cost drops to customers. But it needs to be done a certain, more manage way. When you have that kind of dynamic behavior happening in the market, being able to react to that well in something where the hardware design time can be 18 months to two years, building that into your product so that it then provides you with business options as a technology, that's a really impressive way of thinking about how all the different pieces of your company have to interact with each other. So it's not just about the technology, it's about the business and the technology working hand in hand, >> and those lower flash prices should open up new markets for them. Flash a racy I think they call it, is still not at the price of hybrid, I wouldn't think, although they saying it will be. Hybrid arrays are priced around 70 60 70 cents a gigabyte today is according Thio Gardner analysis. Big >> Challenge with hybrid of rays Which flat, which flash around flash or a C wouldn't actually wouldn't have? This problem is the reliability of the Leighton see and predictability. So with an old flash array, you don't get Layton. See sparks if you suddenly exhaust the amount of flash that you have in a hybrid of rain that has to go back to the disk. So if you need that predictable performance, that's why people have gone with flesh arrayed very beginning, absolutely getting that as a capacity tear. I think that provides a lot of reliability, for particularly when you've got large amounts of data need to write flesh >> and the price is coming down and it's maybe it's double now on a per gigabyte basis, that'll come down further. But I welcome back to EJ because I think you bring up a good point And we didn't Thankfully, here a ton about EJ. I think we heard anything about EJ at this show. We didn't get inundated with edge, which we always do with these big shows. And I'm happy about that because I think that that a lot of the companies that we re attend I think they got it wrong. They're taking a box and they're throwing over the fence to trying to do a top down model to the edge. Hey, here's a server or here's a storage device and we're gonna put it at the edge. It's like, OK, well, I think the edge is going to evolve as a software development. You know, play not isn't over. The top is gonna be bottoms up innovation. Now, I don't know question about you know, whether Amazon at the edge vm wear at the edge. Um, but I don't see any traditional i t companies crushing it at the edge there talking about it. They're trying to build out ecosystems, and but nobody's has meaningful revenue today at the edge. But it's a new way to think about this. Distributed massive compute engine >> on. I think we'll start to see that mature as people start to bring out products that actually do operated the way heard from Nvidia about some of their ideas that they have about doing a I processing at the edge for things like image recognition systems, where you train your model on leg large data sets in a cloud or in a data center. And then you shoot those models out two devices that operate on a smaller data set. But for a lot of these things, you need to do data collection at the edge. So Formula One is a classic example based given for the F one racing team is an I. O. T. Company that is connected to a nail and analytics company. Really? >> Yeah, that's right. We did hear about EJ and that an actual use case is in college edge, so there's going to be >> a lot more of that. We have things like sensors are just all over the place, so you know, in anything in retail, if you have fridges in retail and you need to monitor the sensors in those to find out whether or not is the temperature going out out of control or outside of your control limits because that will affect the food that's in that. There's a whole bunch of kind of boring examples that are actually all I OT. So I think some of those will start to push more data into into devices at the edge. And as people's understanding of how to use machine learning and I matures away from the hype, I think we're pretty peak hype at the moment. Once we do actually drop that back a notch and we see that people they're doing really use riel riel world use cases with real world business value that will start to drive a lot more of the growth of practical. And that will drive growth in data, which will need to get close throughout the weather's device. >> I think you're right. I think that date is gonna be at the edge of a lot of that data. I would say most of that date is going to stay at the edge. It's probably it's not gonna says it. Probably it's definitely not going to sit in a million dollar storage array, and it's gonna comprise a lot of alternative processing arm, Uh, GP use versus conventional microprocessors. So >> and that's where I think he was thinking about, like the white pure One works, for example, pure. One works the same no matter what products you have from pure, and they have been very clear in stating that they want to make sure that when they bring out a new array or a new product, it works with pure one. So it's that consistency of experience for their customers, which I think is fairly unique in the industry, is a lot of other products that will come out. And they only partly supported, not full support for their entire race tagging. AMC struggle with that for a long time simply because it has so many products and needed to kill a whole bunch of them first. So when when you have that kind of engineering discipline built built into your company, when you go out and you have customers who have edge devices or you have stuff in the cloud and they have devices on their phones which they used to showing off a conference and say, Hey, come and have a look at my array, it runs on software on my phone that's pure one that software ability that pure has of being able to address this data wherever it is. I think >> there's >> a real opportunity for pure that put that kind of intelligence on to age things. Even if they don't actually sell any flash a raise to those people, they could start to sell them software. >> All right, guys. So 15 seconds each since arose at a time. Computers competitive. Positioning your thoughts in a quick summary about what you've heard the last few days and what Justin has >> to me if I would expect continued growth, forgetting about the macro for a moment, even in gonna grow faster than the market place. Um and yeah, they said they don't throw off as much cash as the big guys. So it's gonna be a game of the big guys do in stock buybacks, free cash flow and pure storage. Investing in growth. >> Excellent. Justin. >> Yes, I agree. I think they're going to double down on the R and D spend to make sure that they maintain a technological advantage over their competitors. The biggest risk of pure is if the other players, you know, the deal emcee other plays in that big online storage market. If they actually get their act together and start bringing out competitive products, that's the biggest threat to fuel. But pure has a big lead on them. I would say, >> Yeah, I think the last thing cloud, you know, kind of a question Mark. And I think the m where to me, Del. Of course I care about storage is huge business for them. They're all above the M where and to the extent that they can leverage VM where, you know, as a competitive weapon, they'll use it against anybody you know. Damn the ecosystem. >> Excellent. Well, thanks, guys, for a great wrap up to our two days here for Justin Warren and Day Volante. I'm Lisa Martin. Thank you for watching the cubes. Coverage of pure accelerate 2019.
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Brought to you by pure storage. Let's do a quick recap of some of the I don't think they're gonna do a ton of business with block storage These are the hottest companies in the business right now, and you can tell when you talk to the brightest orange I think I've even seen here. So I guess, Justin, I mean, the other pieces Tam expansion 1st 10 years, So I think that will help them with some of the growth. It's the number one hottest company, you know, notwithstanding some smaller companies right And they did. But he has not capitulated on the belief So that's not going to happen next year. I pointed out that the agile manifesto came out in 2001. But the cloud continues to grow at a pace that I I actually think that a lot of those workloads that we would traditionally have said But the big question is, then okay. a lot of the decision making a way that from the way you would normally do things on side the way we've gotten used to You have the opportunity just in a couple days ago to tend the technical field day, So Charlie mentioned in the briefing yesterday that you know, in this industry, Flash a racy I think they call it, is still not at the price of hybrid, So if you need that predictable performance, over the fence to trying to do a top down model to the edge. And then you shoot those models out two devices that operate on a smaller data set. so there's going to be So I think some of those will start to push more data into into devices at the edge. I think that date is gonna be at the edge of a lot of that data. So it's that consistency of experience for their customers, which I think is fairly unique in the industry, a real opportunity for pure that put that kind of intelligence on to age So 15 seconds each since arose at a time. So it's gonna be a game of the big guys do in stock Excellent. and start bringing out competitive products, that's the biggest threat to fuel. to the extent that they can leverage VM where, you know, as a competitive weapon, Thank you for watching the cubes.
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Mark Peters, ESG | Pure Accelerate 2019
>> from Austin, Texas. It's Theo Cube covering your storage Accelerate 2019 Brought to you by pure storage. >> How do y'all welcome back Thio, the Cube leader In live coverage we're covering day to a pure accelerate 19 Lisa Martin With Day Volonte Welcoming to the cue for the first time from SG Mark Peters principal analyst and practice >> Oh, my apologies. So young. >> I wish I wish that was true. >> In fact, one of the first analysts I think that's true if not the first analyst ever on the Q. But, >> well, I'll say Welcome back. Thank you. We're glad to have you here. So you've been with Ishii for quite a while, You know, the storage industry inside and out, I'm sure pure. Just about to celebrate their 10th anniversary. Yesterday we heard lots of news, which is always nice for us to have father to talk about. But I'd love to get your take on this disruptive company. What they've been able to achieve in their 1st 10 years going directly through is Dave's been saying the last two days driving a truck there am sees, install, base, back of the day, your thoughts on how they've been able to achieve what they have. >> That'll last me to talk about something I really want to talk about. And I think it addresses your question. How have they been able to do it? It's by being different. Andi, I don't know. I mean, obviously you do a stack of into sheer and maybe other people have talked about that. But that is the end. When I say different, I don't necessarily mean technology. I have a kind of standard riff in this business that we get so embroiled in the technology. Do not for one second think it's not important, but we get so embroiled in that that we missed the human element or the emotional element on dhe. I think that's important. So they were very different. They created, you know, these thes armies of fans who just bought into what they did. Now, of course, that was based on initially bringing flash to the market making flasher Fordham. Well, they've extended that here with the sea announcement and other things as well, so I don't want to just focus on that, but you know, they continue to do things differently with the technology, But I think what really made them an attractive company and why they've survived 10 years on her now big sizable is because they were a different sort of company to deal with. >> Are you at all surprised that the fourth accelerate is in Austin, Texas? Dell's backyard? Yes. Well, they're disruptive. They're different. They're bold. We're okay, >> you see, But But also, did you go to the other three? >> Uh, the last two. I was trying to remind >> myself where they were. I know one was kind of on a pier in a ballpark in San Francisco. One words. You remember the one that was in that you Worf, But that was a a rusting, so cool it was. But it was a metaphor in a rusting spinning desk, right. But it was also such a different sort of place on, So I probably was also a few it D m c. But I agree. And then the last one was in some sort of constantly. Yes, So >> they were all >> different. And so I Yes, I know this is Dell's backyard. Probably literally, because I'm sure Michael owns a lot of the place. It's also kind of very normal place and so there's a little bit of me that I don't want to use the world worry. But as you grow up and of course, we've got the 10 year anniversary, we're in Austin. What's the tagline of Austin? >> I don't know. No. Keep Austin weird. Okay, >> I >> don't want to suggest appears weird, but they were always a little different, I said. That's why I think they were attracted as much as anything. Yes, that's why I had the hordes of admiring fans, all wearing their orange socks and T shirts and cheering on DDE as they get older as they get more mature as they expand their portfolio. Charlie was on stage talking not so much about scale the problem when he was asked, but more about complexity. As you get more complex, you actually get more normal on, So I don't know that weird is the word, but a bit like Austin pure needs to keep your interesting. >> I like that >> Very interesting. So >> you and I, >> we've been around a while. We were kind of students of the industry. I was commenting earlier that it's just to me very impressive that this company has achieved a new definition of escape velocity receiving a billion dollars show. First company since Nana to do it, I gotta listed three. Park couldn't do it. Compelling data domain isolani ecological left hand. Really good cos all very successful companies. Uh, >> what do you think? It's >> all coming out of >> the dot com crash. Maybe that pay part of it. Pure kind of came out of the, you know, the recession. Why >> do you >> think Pure has been able to achieve that? That you know, four x three par, for example in terms of revenues. And it's got a ways to go. They probably do 1.7 this year. I think they have aspirations for five on enough there. Publicly stated that they probably have, right? Of course. Why wouldn't they thoughts on why they were able to achieve that? What were the sort of factors genuinely know? Having no idea what you were gonna ask me. And now actually, listening to question let me You've just made me think of something that I had not really thought. So I took so long to ask the question formulated. And you are so, um, you used the word escape velocity. Let's think about planes. I mean, you know, I think it's a V one, isn't it to take off, Mitch? Maybe not the same as escape, which is in the skies. But you get the point. How long to really take off? Be independently airborne? They gave themselves. I don't know how much was by design default how it really happened? I don't know. They had an immensely long runway. You think the whole conversation about pure for years and years was Oh, yeah, yeah, they're making loads of revenue, but they lose 80 cents every time they get 50. That was the conversation for years and years. I know they've now turned that corner, and I think the difference. Actually, the more I think about it, yes. You can talk about product. Yes, you can talk about the experience. I think those things are both part of it. But the other companies you named had cool things too. They all had cool products you had. What was it? The autopilot thing with compelling. And they had lots of people cheering. Actually, in this building, I think three part was yellow and kind of cool in a different part of the market. and disruptive. But they were both trying to get to the exit fast. Whether the exit was being bought or whether it was going under. I don't know it was gonna be one or the other, and for both of them, they got bought. I don't think pure had that same intention, and it's certainly got funding and backers that allowed it to take longer. So that's a really good point. I think there's a There's a new Silicon Valley playbook. You saw it with service. Now, with Frank's limits like the Silicon Valley Mafia's Sweetman Dietzen, Bush re at Work Day, they all raised a boatload of cash and a sacrifice profits for for growth. I mean, I remember Dave Scott telling me, you know, when he came on, the board was saying, Hey, we're ready to you know, we're prepared to raise 30 million. He said, I need 80 eighties chump change today compared to what these guys were raising. Well, I mean, I think I mean, they pretty quickly raised hundreds of millions, didn't they? They weren't scraping by on 50 or 80 million, which which is what you see. You sort of want one more thought just this escape velocity idea, I think is interesting because the other thing about escape velocity is partly how long you take runway orbit, whatever. But it's the payload on, you know, The more the payload, the longer it takes the take off the ground or the more thrust you need thrust in this case, his money again. But if you think about it, this is another thing where he and I gotta say, we've been doing this a long time. The storage industry over decades has been one of the easiest industries to enter on one of the hardest to actually do well. Why is that? Because the payload is heavy. It's easy to make a box that works fast, big whatever you want in your garage. Two men on one application working for a day. It's really hard to be interoperable with every app, every other system, operational needs and so on and so forth. And so the payload to be successful. I think they understood that, too. So, you know, they didn't let ourselves get distracted by like the initial shiny, glittery we need to get out of this business. >> I love the parallels with payloads and Rockets. Because, of course, we had Leland Melvin inner keynote this morning. I'm a former NASA geek. Talk to us about your thoughts on their cloud strategy, the evolution of the partnership with a W s. We talked about that yesterday. Sort of this customers bringing this forcing function together, but being able to sort of simplify and give customers this pure management playing the software layer wherever their data is your thoughts on how their position themselves for multi cloud hybrid world. >> Okay, two thoughts, one cloud. Then you also used the word simplicity. So I want to talk about both of those things if I can, Um I don't know. I'm sorry. This is not a very good answer. I think it's the truth. I mean, you can't exist in this world if you haven't got a cloud story, and it better be hybrid or pub. Oh, are multi, whichever you prefer. I think those have very distinct meanings, by the way, but we would be here for an hour and 1/2. It'll be a cube special to really get into that. However, So you've got to do this. I mean, there is just, you know, none of the clients they're dealing with. Almost none. That's not research. I'll talk research in a second but glib statement. Everyone's got a cloud strategy. It doesn't matter which analyst company you put up the data, we'll do it. I want to talk about a cup, some research we've done in a second. But everyone will tell you a high number of people who have a cloud first strategy, whether that's overall or just the new applications or whatever. So they've got to do it. What's crucial to whether or not they succeed is not the AWS branding, because everyone's got a W s branding me people that they don't work with or will not work within the next year or two. I mean, I'm sure there's one God you look like you're anxious, you're on a roll. But simplicity is really important. So David knows we do a lot of research early yesterday, one of our cornerstone piece of researchers think all the spending intentions we do every year. One of the questions this year's Bean for a couple of years now is basically saying simple question Excuse. The overuse of the word is how much more complex is I t you know, in your experience, more or less complex. And it was two years ago. I t broadly and you know that I love this question. You know the answer on dhe. 66% of people say it is more complex now than it was two years ago. People don't want complexity. We all know that there's not enough skills around the research to back that up. A swell on dso Simplicity is really important cause who was sitting in this seat before May I think I will say that the company here was founded on simplicity. That was the point. They were to be the apple of storage. I think that's why people love them. They were just very easy to use on dso coming finally back to your question. If they can do this and keep it simple, then they have a better chance of success than others. But how do you define successful them isn't keeping their customers are getting new ones. That's a challenge. >> They do have a very high retention rate. I want to say like 140% but things like we have our dinner for two U percent attention. Yes. How did >> you do? So? So this is is interesting. It's actually 100 and 50% renewal rate. Oh, by the Mike Scarpelli CFO Math of renewal rates on a dollar value on net dollar value renewal rate subscriptions. Mike Scarpelli was the CFO of service. Now invented this model and service now had, like, 100 and whatever 1500 whatever 27. And so it's a revenue based renewal. Makes sense. Sorry for one second you're retaining more people than you >> go. 101 100 >> 50% is insane. 105 >> percent is great. Yeah, 150% is interrupted. Your question. >> Well, I'm just saying >> it's good. Good nuance, >> Yes, Thanks for clarifying its. You know, companies can say whether it's one. Appears customers are pure themselves or competitors. We are cloud. First, we have a cloud for strategy, and a company like pure can say we deliver simplicity, those air marketing terms until they're actually put in the field and delivered. So in your perspective, how does pure take what I T professionals are saying? Things are so much more complex these days? How does a pure commit and say simple, seamless, sustainable, like Charlie, Giancarlo said yesterday. And actually make that a reality. Well, I >> mean, obviously, that's their challenge, and that's what they have work to do to some degree. And this comes back to what I was saying that to some degree it becomes self fulfilling because your that's why your customers come back with more money because they bought into this on. So as long as they're kept happy, they're probably not going to go and look at 20 other people. I'm not saying they never had any of that simplicity to start off with, but it's very interesting if you go to a pure event, their customers and this might be sacrilege sitting in this environment don't talk about the product. They talk about the company, >> right? >> The experience There's that word again, off being appear customer yes on So they're into it. They brought into whatever this is, and as long as the product, please do not strike me down is good enough. I'm not saying that's all it is. I think it's a lot better that, but as long as it's good enough, but you're really well looked after a few minutes ago, when I'm saying that's why I think this market is about so much more than just how fast can you make the box? How big can you make the box? How smart can you make the box? All of those are interesting, But ultimately, I'm only looking at Dave because he's so old. Ultimately, technology is a leapfrog game. Yeah, branding is not >> Beaver >> s O. So that's a good point. But we've not seen the competitors be able to leap frog pure or be able to neutralize them the way, for example, that DMC was able to somewhat neutralize three par by saying, Oh, yeah, we have virtual ization, too, you know, are thin provisioning. Rather. Yeah. And even though they had a thin provisioning bolt on, it was it was good enough. Yes, they did the check box. You haven't seen the competitors be able to do that here? I'm not saying they won't, but are they? I think, um, I was going to say basically this on my MBA, but I don't have one, so I can't say that, but, you know, I've read that. Read the books. If you look at Harvard Business School cases, I think the mistake made by the competition was to assume that Pierre would go away, that they would each try it or that it would fail on will make fun of the fact they don't make any money for the first few years on dhe. You know, the people going to them, we're gonna be sadly mistaken when they can't handle these features, whether that be cloud or whether that be analytics or fresh blades or whatever else again to add on. They thought they would just go away that there are great parallels in history when you let competition in and you just keep thinking at each point they're going to go away. Spot the accent. British motorcycle industry. When the Japanese came in, they literally said, Well, let them. There are records. We'll let them have the 50 cc market because we don't really care about that. But we'll make the big bikes Well, Okay, well, let them have 152 100 cc because really, that doesn't matter. And 10 years later, there was no industry well, and I think what happened with the emcee in particular because, let's face it, pure hired a bunch of DMC wraps. They took your product and, as I've said before, they drove a truck to the the symmetric V n X install base Emcee responded by buying X extreme io and they said, You know what? We're sick of losing the pure. We're gonna go really aggressive into our own accounts and we're gonna keep them with flash. And then what happened is their accounts. It Hey, we're good. We don't actually really need more stores because the emcee tried to keep it is trying to keep both lines alive. And now they're conflicted, pure. You know, I had a what? We're mission. >> You thought not up a great point. Sorry. Just just because I think >> thing about that is if you look at how e. M. C using my words accurately usedto act, I think you said that, too. So I'm not criticizing Adele is they were exceptional organized marketing organization. We go that way. And if you're not going that way, you got a big problem both as a custom, Miranda's UN employees. But the problem with that is also is that way would sometimes become that way, and then it become that way on the product depending what was doing well. So, for example, they had, you know, tens of thousands of feet, all marching to the extreme. I owe beat for a few quarters, and then they would go off on to the next product pure. Just carried on, marching to its beat down that runway escape velocity question >> appoint you brought up a minute ago before we wrap her. That I think is really interesting is that you write your customers talk about the experience. I think we were talking with a customer yesterday. Dave was asking, Well, what technologies are you think he started talking about workloads? So when we're at other events, you hear other names of boxes brought up here to your point. It is all about the experience so interesting and how they're Can you continuing to just be different, but to wrap things up since they're in my ear, we're almost that time. I just wanna take a minute to ask you kind of upcoming research. What are some of the things that you're working on? Their really intriguing you and SG land. I think right >> now, from my perspective, I mean, as a company would continue to do 27,000 different things because there's so much going on in the market. So whether that's security is massive area of focus right now, even improvements in networking. So it's not just the regular run of the mill, you know, Bigger, faster, cheaper. Which is always there s o A. I, of course, in all these again, you may both know you will now doesn't mean we're always looking at buying intentions rather than counting boxes. So it's really where people are moving over the next few years. That said to May. I think what's really interesting is to other things. Number one is to what extent can. I don't think we can really measure this easily. But to what extent can we get people talking about pure again to acknowledge that emotions, attitudes, experiences are an important part of this business? I'm old enough that I'm not scared of saying it, and I think pure is a company is not scared of saying it, you know, I think a lot of companies don't want to admit that Andi all know that they have different corporate cultures and mantras and views on their customers reflect that two on The other thing just generally is the future of I t. As a whole. I know that. So, I mean, I'm doing this because none of us really know what that is, but, you know, clearly way gotta stop talking about the cloud At some point. It's just part of I t. It's not a thing as such. It's just another resource that you bring to bear. I don't know that we're yet at that point, but that's >> got to happen. >> Interesting. Thanks for looking. I'm imagine this was a crystal ball. But Mark, I wish we had more time because I know we could keep talking. But it's been a pleasure to have you >> got the whole multi cloud hybrid cloud for an hour and 1/2. >> We come back, we'll have that discussion. Like what I'll means and yeah, back anytime. >> Excellent. Thank you for joining David. Me. Thank you for David. Dante. I'm Lisa Martin. You were watching the Cube from pure accelerate 19
SUMMARY :
storage Accelerate 2019 Brought to you by pure storage. So young. In fact, one of the first analysts I think that's true if not the first analyst ever on the Q. We're glad to have you here. But I think what really made them an attractive company and why they've survived 10 years on her now big Are you at all surprised that the fourth accelerate is in Austin, Texas? I was trying to remind You remember the one that was in that you Worf, But that was a a rusting, But as you grow up and of course, we've got the 10 year anniversary, we're I don't know. As you get more complex, you actually get more normal on, So I was commenting earlier of came out of the, you know, the recession. But it's the payload on, you know, The more the payload, the longer it takes the take I love the parallels with payloads and Rockets. I mean, there is just, you know, none of the clients I want to say like 140% but things you do? 50% is insane. Yeah, 150% is interrupted. it's good. So in your perspective, how does pure take what I T they never had any of that simplicity to start off with, but it's very interesting if you go to a pure event, How big can you make the box? You haven't seen the competitors be able to do that here? because I think So, for example, they had, you know, tens of thousands of feet, It is all about the experience so interesting and how they're Can you continuing So it's not just the regular run of the mill, you know, But it's been a pleasure to have you Like what I'll means and yeah, back anytime. Thank you for joining David.
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Rob Emsley & Efri Nattel Shay, Dell EMC | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back inside the Moscow The Center. We're here, Mosconi North, Wrapping up our coverage here. Veum World 2019 Glad to have you with us here on the Cuba's. We continue our 10th year of 10th consecutive year of coverage here of the events to minimum, along with John Wall's joined now by Robin's Lee, who was director of data protection, product marketing and L E M C Rob. Good to see you, sir. >> Hey, Joan. >> So you almost want to walk to the first person I saw when I walked in the room the other day? >> You. And >> now you won't be one of the last on effort to tell Shy, Who is the director of Data protection and Cloud native APS. Adele AMC Effort. Good to see you, sir. Good to see you. Yeah, First off, let's just let's just talk about the world of data protection in general here by sucking multi and hybrid and all these things. Your world's changing a little bit, right? Because of these new environments in these new opportunities. So if you could just paint that 30,000 foot picture first off thematically, how how your world is evolving. >> Yeah. I mean, I think the key would indebted protection is data, you know, and I think that wherever it is created, and wherever it is managed, customers need to look after it. You know this? The old adage that there's only two things that customers worry about one is their employees, and two, is there data. So as we've seen the adoption of of Cloud is a A zone infrastructure model on you're starting to see many customers extend their own premises infrastructure to the cloud on using the cloud for production level applications. They realize that on often they're told, you gotta do something about your data. So that's led to all vendors and especially ourselves over the last several years, really expanding the portfolio and the capabilities that we have from a non premises centric environment to the multi class. >> Yeah, so every ah, a lot of discussion about kubernetes. Before we get into that, you've got cloud native in your title, and Rob talked about data and talk about the applications I'm hoping you can bring us inside is to you know, what's different when we're talking about cloud native applications that from a data protection standpoint, you know, what do you have to think about differently? Is it the micro Service's architecture in containers Fundamentally changed the way things are done, is it, You know, similar what we've done in the past? >> Definitely. We see customers. Some customers are taking what they head back now and they move it in tow. Cloud native infrastructures. A lot of customers are building new applications and new workloads, and they build it on top off new applications. So they basically building a whole new set off applications and infrastructure and want to combine in together and they come to us on Dad, ask us, How do I protect this? And these things spin up, spin down, move around. They have very different life cycle than the traditional applications. >> Okay, Yeah, it's funny. You know, Rob, I think back to you know, it's like tape. You know how we dealt this because of the environment versus disc versus, you know, containerized application. Buoyed by the time I want to set something up isn't that gone and things move around all over the place. It's You gotta put a different different types of environments than you need to span. All of these >> I was chatting with with every earlier, and we were talking about what? What's what's changed, kind of in the last couple of years around the deployment and usage of of kubernetes, the deployment of containers. And after he was saying that one of the most fundamental changes is the introduction of persistent volumes on a Sooners. Persistency comes into the mix. You know, that's where things start to change. And, you know, Jeffrey's phone started ringing with respect to hate. What are you doing to bring dead protection into you know, this environment? >> I think two years ago, everything was Toby stateless on then suddenly, people understand that's not enough. You need to add states some states to existing applications. And then the notion of persistent volumes came along and then customers and developers so that it's actually working quite nicely. And they started relying more and more on moving more state in tow, their applications running on containers, environments. So the first thing that customers ask us about is where I store my data. Where's the primary volume that is done by our storage folks? The next question is, how do I protect my data? And this is where we come into the picture. And we offer an architecture that is built for containers environment and takes care off that life cycle that we talked about before. Containers are coming and going. You need to protect the data and the containers, the data and the meta data together in order to bring that protection level of customers. Looks from, >> you know, as as the concerns about data protection have been elevated now and sea sweet discussions now, um has that created a different approach, or maybe a change of tone or tenor from your clients to you, because the discussions are being elevated in their own businesses. And and so there's Is there a different kind of attention being paid to this or different kinds of concerns that maybe 34 years ago? Yeah, >> I mean, it's interesting. I mean, one of things we were on every couple of years is a ah, global study. We called it the Global Day Protection Index. This year, we we interviewed 2200 i t. Decision makers and we kind of asked them about you know, how how are they value in dead protection and also how the valuing data and the one thing that has definitely changed is that the value of data to them has become Maur critically important. I think it's always been important, but I think you know, if they start thinking about data is capital, you know they are starting to realize that it's only capital if you've got it. If you don't have it, it's It's nothing Thio >> and it's only yours if you have it. Well, yeah, and nobody else. Absolutely. Right here. >> Every kubernetes courses open source and everybody's got what they're what they're doing in it. You've got announcement, some work you're doing with VM, where it's open source. Also bring us inside a little bit. Valero, how did we get to this point? You know this, you know, part of the C n c f. Yet it kind of being submitted, or how does that fit into the whole community? >> Yeah, sure. So, as you said and we talked about earlier this week with Beth and people at the protection announcements We are working with collaboration with Valero now part off Veum, where in orderto being that data protection solution So Valero is an open source projects. It's out there in the open. You have thousands off stars get up. Stars are very popular among the Dev Ops community about communities users you can hear about it from customers that are looking for for solutions. There is very good at backing up cluster containers and applications. And we have a lot of experience in enterprise data protection making sure that you have a solution that, um, has compliance reporting. You contract your data, you can define policies scheduling all of that eso we are combining these two and collaborating with Valero in orderto have a solution that answers. Boston is off the back of that mean and they just want to go home knowing that the production environment is protected, the and the develops people in the communities administrators and they just want toe, get the volume and forget about the protection. Everybody can work in their environment with the tools that they know with permissions that they want, and they can both work together and be happy. And the companies that we work with are the ones that have good relationship between the devil steam and the backup administrators. And they see that the same table and talk to us, and everybody tells us what they want and what they need. As a result, we build a solution so that we'll be able to answer the needs of both of them. >> So do you have to build sometimes those relationships within a company to get them to talk or collaborate in a more conducive environment cause you see all kinds, right? I mean, you see, the full range just talked by then a free that some very successful, some very constructive, maybe some that that aren't on the same page agent. So that's almost part of your responsibility. Coming before you even get to where you could talk about the work, we've got to talk about the collaboration. Yeah, that they're not area >> we really come When there is a story, people try to move their applications to production. The developers are really already working on something, and now the developers want volumes on the I T ops people. Tell them No, no, no. If you can't protect it. According to our rules. We will not pass the audience. We can do that for you, and that creates the friction inside those teams in the organization that we talked with. There is recognition off that already and now they come together to the table and they want to hear something that would they would be able to work with us both on the management on the I T ops and and management on cube control and what develops people are using. >> And it's it's large companies that are coming in talking to us. And I think, you know, when you get a large companies, quite often you have some more of these things different fiefdoms of, of, of users inside. But because they're large companies, they have, you know, certain requirements from regulations and compliance is perspective. So they have those concerns, but and every has been saying is we look at the early design partners, customers that were looking to work with, you know, the big the big companies coming to us. >> Rob, can you just help us understand? We talked about Valero there says some open, soft, soft, soft words. That's the power tech. Just sit on top of that >> s Oh, it's a great question. So, you know, as you know, we introduced power protects after exile technologies world. It started shipping to customers at the end of July. And Coop, in any support, is really the first example of what we said that we were going to be able to do, which is more rapidly bring new workload to new capabilities into our power, protect softer offering than we've ever been able to do before. You know, we're really embarking on a quarterly release cadence, you know, which will allow us to, you know, to do things that, you know in our existing portfolio are released cadences. What's being measured in in many, many months and quite often is long as a year and beyond. So what we will do is the tech preview that we that we announced this week. You know, we will roll that out in a nup coming release in production on that will become available to any of the parent protect software users. So right within the power protect software match me interface. You know that has the VMS support Oracle sequel in file systems. We'll add the additional workload support have been able to protect kubernetes using the same workloads, the abilities to create protection policies and I'm interested every is is with protection policies. Because that she was saying about how the environment can change quite rapidly is that by using a policy, you don't need to watch for those changes as changes happen, the policy. We'll keep track of what it needs to do as far as protecting the new applications as they come up and have to go away. >> What happens is the ones we find. The policies are the arty operations in the back apartments. They want to comply with the rules that they have, and they define the gold, silver, bronze policies, whatever have you and then they can give it to the Cuban, said Means. And, the criminalist admits, can say OK, these are my volumes. These are more applications I will just use keep control and potatoes objects We will discover that will automatically create a schedule that would create that that backup. So in essence, the community suddenly doesn't need really need to care about the compliance rules they need to care about policies and the Becca pod mean can take care of other wrist >> and the applications of driving the policies and not not the other way around. >> Yeah, I mean, the creepiest ad means are used to defining policies in terms of five day provisions, their storage, for example. We want to do the same in the data protection area. >> So as far as things like retention periods, as far as whether or not the data needs to be replicated, where not the data needs to be a tear to the cloud that those are all things that the I T admin team can do on it sort of separates kind of orchestration and governance is, is a big part of perfect ex often >> love to get your viewpoint on is data protection historically was not one of the faster moving things in the I T. Realm Last two or three years at VM World, it's been one of the hottest topic, I said. You know, the keynote on Monday felt like we were kubernetes world. Not quite Cube con just yet, because there's a lot of projects there, but I walked down to the the show floor. It's not storage world like Thursday. Its data protection world is Cygnus lots of glowing parties of people so that customers, you know, the embracing change. And what does that mean for your portfolio? >> Yeah, I mean, it's interesting. I mean, I think over the years, if you think about where you go if you want to learn about data protection, VM world is probably one of the best shows to go to because >> we're >> all here. I mean, I mean, you know when you know, you know, I've you know, I've been crazy enough to be in the debt protection business for almost 15 years now. Um, and it hasn't changed. If you if you want to talk to data protection vendors than VM World, is a really good show to go to. You know, I think that that for us, you know what I am. Where has done is It's It's It's It's It's provoked provided a common foundation, you know, And that's also providing a common foundation to get us from on premises into the multi cloud environment. So once she developed, um uh, great data protection solutions in the van, where environment is that you're your target market becomes quite broad because, you know, there's so much VM were virtual ization out there in the market, but you're absolutely correct. Is that you on the show floor? And it's It's It's an interesting sight >> thinking. In addition to that, you also have obviously been at this in the show, and I think what we have seen over the last couple of years is that customers were coming tow us, asking for solutions. And this is why we were able, with the power, protect architecture and platform to innovate more quickly and respond to those faster changing trends. Because now you have persistency of volumes. Now you have protection. The M were acquired. Help tell, you know, we could work together on creating the solution. >> Yeah, absolutely. Have we've been at the Cube contract for number years. Help Theo. Of course, the president's last year VM were had a bigger presence, but that maturation of the storage component with something we knew would take time. You know, we watched it in the virtual ization world. Those of us that lived through that, you know, 10 to 15 years ago and container ization. It's starting to reach that maturity, and we're getting that inflection point >> if you also want to think about the announcement that path made on the keynote on Monday where he said we're goingto work much more with park protects, toe address, spot data protection capabilities. This is one of the things we're collaborating With the help to your team, we're contributing to the open source. We're building together things that can move in the pace off communities and address the needs off our more legacy. Companies that needed protection with complaints. >> So, Rob, that will keep you in business for another 15 years? >> I hope >> so, gentlemen. Thanks for the time. Thank you. Appreciate that. Especially on your birthday. Right? Tomorrow. Tomorrow, Right here. Tomorrow. Your birthday home for that Happy early birthday. >> Thank you very much. >> We should have a cute cake, but should especially >> the end of the day. >> I know, I know. I'll end of the day. We got something better than a cake. Gentlemen. Thank you again. Thanks. We'll be back in a little bit. Streaming content. Continuing coverage here. Avian World 2019 with some final thoughts from our panelists. Just a little bit. See on the other side for that
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brought to you by IBM Wear and its ecosystem partners. Veum World 2019 Glad to have you with us here on the Cuba's. So if you could just paint that They realize that on often they're told, you gotta do something about your data. that from a data protection standpoint, you know, what do you have to think about differently? cycle than the traditional applications. You know, Rob, I think back to you know, it's like tape. into you know, this environment? the containers, the data and the meta data together in order to bring that protection level of you know, as as the concerns about data protection have been elevated now and we kind of asked them about you know, how how are they value in dead protection and it's only yours if you have it. You know this, you know, part of the C n c f. Yet it kind of being submitted, the Dev Ops community about communities users you can hear about it from customers that are So do you have to build sometimes those relationships within a company to get them to talk management on the I T ops and and management on cube control and what develops people are using. to work with, you know, the big the big companies coming to us. Rob, can you just help us understand? is that by using a policy, you don't need to watch for those changes as changes So in essence, the community suddenly doesn't need really need to care about the compliance rules they need to care Yeah, I mean, the creepiest ad means are used to defining policies in terms of five day provisions, parties of people so that customers, you know, I mean, I think over the years, if you think about where I mean, I mean, you know when you know, you know, I've you know, In addition to that, you also have obviously been at this in the show, Those of us that lived through that, you know, 10 to 15 years ago and container ization. This is one of the things we're collaborating With the help to your team, we're contributing to the open source. Thanks for the time. I'll end of the day.
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Varun Chhabra, Dell EMC & Muneyb Minhazuddin, VMware | VMworld 2019
>> live from San Francisco celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back to San Francisco. We continue our coverage here. Live on the Cube. 10th year John of covering Veum World This is 29 teens version John for John Wall's Got to have inside the Moscone Center. We're joined now by Varun Chabrol It was the vice president of marketing at Delhi M. C. Good to see you today. >> Thanks for having me. >> How's your week been? So far? >> It's been amazing. How can you don't get excited? All the innovation we're seeing this week >> we'll hear about some big announcements. Do you guys have made? And Moon Young Man Azzedine, who is the vice president of product marketing that for cloud security and works based solutions at Veum wear when you're good to see you. >> Good to see you again. You, By >> the way, you might be the busiest guy here. Yesterday, when you came into the set, you were coming in. Just spoken to 1300 people in a standing room only session You coming out? 500 folks, How many sessions have you done? The seven. So >> you don't count the the one on one with the analyst. And, uh, you know, the customers and partners and press. And tomorrow actually host ah 140 press media analyst on campus in Palo Alto from Asia Pacific because they float all the way from Asia >> plus 140. Yeah, it's a piece of cake. >> Yeah, hose them from 10 to 4. So, I mean, >> you're always smiling >> knowing that this is a pretty wide audience to whom you've been speaking. But just generally, what are you if there's a common thread at all about the kinds of questions that people are coming to you with, or or the concerns or maybe just the things they want to talk about being inspired. But what they're hearing here at the show, >> Okay. Now, according to two aspects of it, one obviously from analysts themselves, you know, they are actually have been very complimentary about the way we've taken our approach. I'm not sure if you could have paid attention. In the last couple of years, we've been talking especially the cloud side, the narrative, to be very much about use cases, solving problems. You know the key? No, we talked about hate my grade modernize. It wasn't about Hey, I've got the next big product here with all these features and capabilities. You do this and that. So we're gonna shifted out narrative. And it was very, you know, the the analyst across the boat. You know, we've been seeing an appreciative of the fact that you actually changing a narrative to be re compelling and we're gonna reflected. And we have some things here like Cloud City, where it's not a standard demo boot. It's a it's ah, Customers walk in and they touch and feel and see which we did it, Adele technology will, too. It's like, What's your business? Probably going through these applications. I'm sitting. I don't know if I should be modernizing them or should be migrating into Amazon. A ridge or so. So you know that narrative the analysts are appreciative off, and that reflects into the customer conversations I've been having in the briefings, like one on one with customers. They're really kind of lost us. D'oh! Hey, I've I'm working in this environment. There's a lot of pressure for me. Thio modernize my applications or go adopt my cloud. First strategy is where do I start? Where do I go? It's like, you know, there's a big pressure, so they just want clarity. I think in the end, everything we're gonna we're doing in our study that comes out obviously the buzzword for this weird world. It stanza, right? And, you know, >> we've won the product announcements was >> actually Brandon can Oh, yeah. Branding announcement, to be honest is yeah, because we're trying to bring together, as you know, in Tansy has landed in Bill Run Manage billed as in you know how our intent to acquire Pivotal Already acquired Big Tommy. How all our different acquisitions with different brand names are coming together to establish our bills portfolio again. The sphere. Everybody knows the sphere Project Pacific P ks. All of those create a good run time, environment and manageability like Adi manage with assets from ve Franta gain morbid Nami and you know it. So this multiple brands that are coming into this package off Iran. So we had a creative tan Xue too, you know, put forward statement together that yes is going to be 78 different brands coming into this, but going forward to stand. >> So so that's a great strategy on De Liam Seaside on Del Technology. Michael Dell was in here and I asked him. I said he could have been number one in everything you could. Let's talk about I'm number one in servers again. You kind of get on HP, little baby. But those air peace parts now. So we've got the cloud game. It's bringing despair it at parts together kind and making it coherent from a positioning standpoint and understandable and deployable. So you guys are going down there. That's your cloud strategy. Take a minute to explain that. >> Yeah, absolutely, John. So So what? What we've been doing. We announced this at Del Technologies will this year. But, you know, in the cloud infrastructure space, we're working very closely with the anywhere too tightly integrate our hardware solutions with their their cloud software. And we think that by combining these two in a tightly integrated joined engineer, jointly engineered solutions coupled with the service, is that you know, both of'em were and l e m c bring the customers we think we have. We're giving customers are very consistent experience both with their own premises, infrastructure with public cloud as well as with the edge cloud. And that's really what we're trying to do. That's what we've been building upon and uniting the announcements this week. You know, just just hopefully show customers that the sky's the limit, whether it's not just your infrastructure management. Also app development. Managing your APS both traditional and and cloud native. It's all here for And >> what's the big takeaway free from your standpoint that you'd like people to know about what's going on? Adele the emcee for the VM. Where relation. What's the big top item? >> Yeah, there's there's there's just so much good Doctor Wait forever drank the town about. If someone rises >> way, only have two hours >> time work. The most important thing that people should should know about it, >> you know, both deli M. C and V. M. R. I think, are very, very customer driven companies that we respond to customer feedback and we try to respond to them very fast. That's been true to our respective lifetimes and what we've done in the so that I think there's two broad areas of collaboration. One is in the cloud space, which is all about, you know, making sure that the the innovation that GM is bringing the market, we're providing that in a toy tightly integrated infrastructure solution. Right. So we announced from a deli in seaside support for Vienna, where p ks being deployed automatically on Vieques trail using VCF return. Our customers can you know, a lot of teams were telling us we have our developers and turning developers banging slash knocking on the door, saying we need to build a cloud. Native applications. You need to give us an environment that we can use. And you know, if if all righty, if these IittIe teams don't turn around and give them something relatively quickly Well, guess what? The developers will go somewhere else, right? Yeah, exactly. So And if you look at the kubernetes environment today, if you really look look at what the work that's required to set up kubernetes and ready infrastructure. So a lot of scripting a lot of manual, you know, work command line interface is testing stuff. And what what? V m r p k s does. And you know what times you will do as well is really makes it easy when we've taken that with the magic of the American Foundation sitting on top of the exhale to make it super easy for our customers to be able to deploy kubernetes ready infrastructure and then have it be ready for scale, right? And then the important thing here also is this is the same infrastructure of the expelling bcf that our customers are using for traditional applications as well, right? Trying to reduce that complexity. Give them the one platform. So this cloud, you know, we had we were doing the same integration on just with R A C I platform, but also with our best to breach storage or we're not working with the C f. And then we're also making investments on data protection like it's so important to be able to manage your data in this multi cloud world. We have applications sitting everywhere, data. We all know that it is a crown jewel. So >> it's really a king validating from the Vienna a point of view. How that works right is is about applications is about the infrastructure, and it's about the operation and it really kind of together as we talk about Han Xue p. K s is giving our customers that Chuy's off. You pick Cuban eighties, you know, environments, application choice. >> Um, >> it took us. Actually, we didn't We didn't arrive it in that order. Wait. Did it. In the outer off Infrastructure Plot Foundation is a critical piece of the joint engineering. But being aware and the Della Bella Technologies is really from aviary perspective. It took Locke Foundation, and that's the stack that runs in every public cloud. So, you know AWS as your G C P 4000 plus, you know, cloud provider partners. But Flat Foundation is a platform that was validated on. They'll take hardware and you know, that's the package. But now, as you see, we're lighting that it's same infrastructure up for traditional and culminated applications. >> I think the app sides important to point out, because if you could ve m wears heritage, you look at Dale's heritage. You had abs that ran on PCs absent, ran on servers, client server. And if you look at the fertilization that wasn't under the covers, apt an innovation that didn't require code changes. So that's the DNA that you guys have. Now, when you think about like cloud to point out which we've been riffing on that concept that's basically enterprise cloud mean donut. Hybrid cloud applications are gonna drive. The value on our premises is that they're going to be customer requirements that traditionally wouldn't have fit in the product. Marketing, management, featureless customs. Gonna define what they want. They'll build it, and then they'll dictate to the infrastructure to make it run. What? We can't do that yet. It'll be, Yes, we cannot be enabled to be dynamics. This is a a new cloud. 2.0, feature. This changes the complete game on suppliers >> completely agree. You know to your point, because, you know, you bring it thio back toward civilization. We've been going higher up the stack on So Day zero virtualization infrastructure will virtual eyes. So the line off abstraction has just been climbing from hardware retort realization next to like, you know, Pat platform of the service, and you kind of were working up our way down infrastructure. Now that base infrastructure platform looks like plants. Right? >> And there were times out a little bit over here. On the upside, you meet in the middle of >> it in the middle >> that is Hello, >> absolutely so ap and at middle wears shrinking down this way. Infrastructures. You know that the cloud incriminating stride in the middle to say, Well, that's a bit of, you know, infrastructure is a Kodak and pull. He's a bit of a AP AP eyes I can can I draw from And that's kind of nice future middleware. But our dad, I >> mean, I think applications air in charge, right? I mean, that's not sure That's the dynamic. That's the way it should be. But it never was that way before is basically the infrastructure was your gating factor. The network exact cloud two points Network security data. Yes, Dev Ops. A true Dev Ops Devane, Ops, Infrastructures Code. >> The only point I wanted to add is the reason the emphasis on abscess change acts in the past. Used to be a business support system after today is business. >> Yeah, I mean, it's >> really or you're you're gonna live or die based on the digital services you provide your customers. The other thing I was going to say about cloud 2.0, is that it's also becoming increasingly clear when we Dr customers that, um, customers are realizing Cloud is not a place right. There was this kind of cloud. One point it was okay. Big honking data centers, hyper skaters will be found now is that customers have gone through that process of and there's a lot more maturity in terms of understanding. What is good, better running on premises. What is what's better running in public Cloud? There's a place for both of them and that, um, and the cloud is actually the automation, the service delivery. It's Maurin operation and a way of being almost than a place. >> And what is it? Well, what does it do for you all? Then, in terms of challenge, especially at your teams, because you talk about all this customization, you're allowing the application to almost drive. You know, you're changing places in terms of who's the power of the relationship? Yes. Oh, me, yeah, How what? What does that do for you? Oh, in terms of how you approach that, how you change of mindset and how you change what you deliver? >> I think John, it's the way I think about it is that both daily emcee in Vienna, or any technology provider that's worth their salt is in the business of building platforms. Right? And platforms are essentially extensible. They're really they really provide a foundation that other people can innovate on top of it. And that's how I think you handled the customers issue. If one thing I think we can all agree on is that I t has always taught us there's no one size fits. All right? Right. So I think providing choice along every single dimension is super important for our >> customers. Yeah, I think that platform thing is a huge point. And I was gonna ask that question before John got jumped in because one of the things that you just brought up was platform is you guys have to build an enabling platform. One as suppliers. Okay, The successful cloud to point out cos are ones that are innovating in weird areas. Monitoring, for instance, they who will have thought that monitoring now observe ability would be such a massive, lucrative sector four. I pose M and A Why? Because it's data. It's instrumentation. This is operating system kind of thinking here is like network. So thinking like a platform on the supplier size one, the customers got to start thinking like a platform because their stakeholders air their internal developers or a P I shipping to suppliers. This is new for enterprises. This is news requires full hybrid capability. This requires date at the center of the value proposition. >> That's again the biggest value is business and I tr coming together on the area of applications and data. Yeah, that's starting up giving because the successful businesses are the ones who leveraged. Those guys have failed in the future, or the ones who don't pay attention to how critical applications are to the business logic and how critical data is to be able to mine and get the behavioral analytics to get ahead. And >> now the challenge in all this. But I'm learning and covering some of the public sector activity from the C I. A contract Jedi with Amazon to we had Raytheon Her here earlier is another customer example with another client is that procurement? And how they do business is not just a technical thing. There's like all this old legacy, things like, How do you procure technology, who you hire her and we hire developers? We build our own stack, so there's a lot of things going on. >> Yes, and you know, it's really interesting on the even on the procurement front, how our customers experience with Cloud has changed expectations, right, And that's really what we're doing with the McLaren DMC is what customers told us is, Hey, I love the agility of the cloud portal based access. Easy procurement. I love just being able to click a button and not have to navigate all this complexity. I need that for my own premises infrastructure. Imagine FRA structure. And that's, you know, in an example, while all of these dynamics are really all converging, >> well, if you can create abstraction, layer on a level of complexity and make things easy, simple and affordable, that's good business. Model >> one of our customers without taking the name right. The massive retailer you know they're spinning up, um, the retail outlets like crazy. They measure success in This was one truck roll, so they wanna have the entire infrastructure come into stand up one of the retail outlets in one truck roll. When everything comes in one button push that everything gets in a provision and up together. >> So that means I gotta have full software instrumentation automation Got intelligence. This is kind of where cloud 2.0, will lead us all >> likely. And that's expectation now that they go so fast and deploying this one Truck roll Hardware's there. Switch it on from the cloud it stood up and they're in operation 24 hours. >> Well, guys, we're going to get you on our power panels in our Palace of studio on this topic cloudy. But it's gonna be very aggressive and controversial topic because it's going to challenge the status quo. And that's really what this we're talking about >> that's in our DNA. >> And the good news is that that's more time with John. >> So as we before, we say so long, we've talked about clients. We talked about the folks you bet here. We talked about the presentation on this thing and what they're all getting out of it. What are you getting out of this? I mean, what are your takeaways? As you had back to your respective work orders, you get first. Okay? >> I think for me the biggest takeaway is just how incredibly vibrant via more user communities. I mean, it is unlike anything else I've seen before and now with the things like Project Pacific. I just feel like it's It's an opportunity for this community to be able to take the skills they have right now and actually go into this brave new world of containers with so much help forces having to do this all by yourself. Which means it's gonna be, you know, if you think about how largest community is, think about how much innovation this will spore in the container space and because of that in the application space and then because of that in business is I mean, this is a It just feels like a tipping point for me >> to me. Sure, I got high fives from every tech geek, you know, when we came out, you know, I also on our technical advisory boats for the company that these are the hot core geeks who were followed and you know us to the, you know, these were the fans and they were like, you know, they always kind of like if you walk out of them and you talk to them and they, uh how did it work? Because they my bar, you have a very high bar. They cut through all your marketing messaging. They go right to the hay. Is there meet in this And the high fives? I got the hajj. I got out. This is like, guys, you're nailing it. That's enough to tell me that a This is, like, 10 years ago. Yeah, that body. It's like you're so busy. I'm still smiling because the energy is I >> can't give you a hug. Give me a high five. Right. Good work, gentlemen. Thanks for the time. Always, he's still smiling to >> get you to a step. >> Good deal. Thanks for being with us. Thank you. Live on the Cube. You're watching our coverage in world 2019. Where? San Francisco. Back with more. Right after this.
SUMMARY :
brought to you by IBM Wear and its ecosystem partners. M. C. Good to see you today. How can you don't get excited? Do you guys have made? Good to see you again. the way, you might be the busiest guy here. you know, the customers and partners and press. Yeah, hose them from 10 to 4. that people are coming to you with, or or the concerns or maybe just the things they want to talk about being And it was very, you know, the the analyst to bring together, as you know, in Tansy has landed in Bill Run Manage So you guys are going down there. the service, is that you know, both of'em were and l e m c bring the customers we think we have. Adele the emcee for the VM. Yeah, there's there's there's just so much good Doctor Wait forever drank the town about. The most important thing that people should should know about it, So a lot of scripting a lot of manual, you know, work command you know, environments, application choice. They'll take hardware and you know, So that's the DNA that you guys have. realization next to like, you know, Pat platform of the service, and you kind of were working On the upside, you meet in the middle of You know that the cloud incriminating stride in the middle to say, Well, that's a bit of, I mean, that's not sure That's the dynamic. Used to be a business support system after today is business. the service delivery. Oh, in terms of how you approach that, how you change of mindset and how you change And that's how I think you handled the customers issue. because one of the things that you just brought up was platform is you guys have to build an enabling platform. and how critical data is to be able to mine and get the behavioral analytics to get ahead. There's like all this old legacy, things like, How do you procure technology, Yes, and you know, it's really interesting on the even on the procurement front, how our customers well, if you can create abstraction, layer on a level of complexity and make things easy, The massive retailer you know they're spinning This is kind of where cloud 2.0, will lead us all Switch it on from the cloud it stood up and they're in operation 24 hours. Well, guys, we're going to get you on our power panels in our Palace of studio on this topic cloudy. We talked about the folks you bet here. you know, if you think about how largest community is, think about how much innovation this will spore in the container space when we came out, you know, I also on our technical advisory boats for the company that these are the hot can't give you a hug. Live on the Cube.
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Kevin Shatzkamer, Dell Technologies & Wade Holmes, VMware | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Oh, good afternoon and welcome back as we continue our coverage live here on the cue from Mosconi North in beautiful San Francisco. Clouds of melted away In a way, of course, we're still talking about hybrid Multi. They're not going anywhere. In fact, there are very much entrenched into this show. John Wall's Justin Warren. Glad to have You with us. Joined now by Kevin Chats. Camera. Who's the vice president of Product management Enterprise and SP Solutions of Dental Technologies. Kevin. Good to see you again, sir. Nice to see you, too. Two shots in one week on the Q. We love that and Wait Holmes, who's the director of technical product management at Veum? Where? Wade, Good to see you this afternoon. >> But if you also >> so this this is kind of your party here, VM where? I mean, just give me your impression so far. First off, just kind of what you're sensing that the vibe here of the show and, ah, the kind of work that you're getting done. >> So the vibe here is excitement. I mean, I think everyone's excited about a lot of the announcements around either probably Pacific and how we're redefining the V's Fair platform and Tan Xue and now these capabilities on how these capabilities are going to be able to enhance our capabilities of our cloud provider partners. So I'm part of our club fighter salt for business unit, who specifically makes products and solutions for our cloud provider V, C P P program. And I think couldn't beam or excitement. And they've been a crescendo the past few years and be anywhere and b m world. And I think this has been one of the best ever. >> If the waves hitting the shore big time now. So you you talk about cloud providers about service providers. I mean, one of the same. Or Or how do you guys define that now? Or how do you separate that? >> Yeah, I think these terms are largely used interchangeably. To a large degree, I think if we look att at the cloud industry in the provider industry over the last several years, maybe about 5 to 7 years ago, there was a belief from every single cloud provider that they needed to build a scaled platform like a W s like Microsoft Azure like Google Compute. And that they were all in the business of a race to building the most robust, most scalable, most feature rich, most differentiated cloud that was largely erased the bottom from an economics perspective. And I think just about all of all of the service providers and now these cloud providers that we work with have really moved to a different model. What they've recognized is first off. The race to the hyper scale is not a profitable business that you want to race against. Number two. Ah, the transition for large enterprise I t small enterprise medium business to the cloud is so complex that it's not a game of building clouds and not a game of building platforms. It's a game of building practices at this point and cloud providers or building practices that allow them to find their own niche and differentiation off differentiated offerings. Whether that be on Prem Private Cloud hosted Private Cloud and then partnering with the hyper scale er's for the massively scaled multi tenant cloud world. And when we start to realize that this managed offering these cloud practices are there to help the enterprise and small medium business in their transition to the public cloud in transition to cloud and moving towards more managed I t offerings. What we're finding is the reemergence of these cloud providers in a meaningful way, starting to bridge the gap of skill, set, mismatches and expertise. Mismatches at Enterprise I t just doesn't have to embrace cloud technology. >> Yeah, for a long time there, there was the cloud Geraghty, who were saying that the public cloud is the only way this is gonna happen. Everything's going to be there. And some some of us I would count myself among them was a little bit skeptical about that. That approach to things and a lot of it with a lot of the pressure on on service providers was you don't even bother getting into the cloud business. Just shut up shop and go home. This is never going to be a good idea for you to compete in this at all. And it sounds like that that some of these providers have actually gone. You know what we've We've got a viable business here. There are customers here who need things done that we do really well that are not available out in public Cloud. So what are some of the things that some of the things that you're hearing from these cloud cloud providers, that that they are finding from customers that they value, that they not finding anywhere else? >> So I grew 100% that the club wider there, find their business is still growing, and it's due to their expertise. Is Kevin said, that the building practices they understand enterprise customers? Veum, Where business? They understand the platform that they're running the enterprise and are able to provide additional differentiated service's while leverage in the technology that the enterprise they're utilizing in their own data centers. So it's able to pride value out of service is with the same platform that air using in their own premises and providing those capability of same platform in a cloud model. So, given a pragmatic way for enterprises to be able to migrate to a cloud in a hybrid cloud, >> are there specific practices you noticing that is that kind of stand out as being particularly common? >> Yeah, s so I think that through the answer is yes, right? And the answer is that vertical expertise is king here, right? Understanding the industries in which the cloud platforms get deployed and how those industries consume. Resource is the use cases. How they monetize their business is key for success. But I think that what we where we've lived over the last several years is that the building blocks for all of these vertical industries, the only uniform way you had to do it was with the massively scaled public cloud providers. The hyper scale er's what we're doing now, Adele Technologies Cloud is we're enabling a consistent set of building blocks for all of these vertical industries that all of these vertical X three experts in the vertical industries across the cloud providers can then bring a common building block and go address the complex problems of building the use cases, building the monetization models, building the differentiated feature set. >> So I mean, can you give me an example? I mean, what you talking about? It's like if you're going about health care versus transportation versus manufacturing, some things that were going to a different way, we're going to slice this That's right. It's a different >> set of ecosystem partners. It's a different set of vertical applications, a different set of problems. It's different set of monetization models across the board, right? You know, retail has very specific requirements around Leighton See sensitivity and the need to be able to address micro transactions. Security capabilities of those transactions or what not, Health care is governed by hip on various other legislative. When you build in Europe, you have, ah, various data protection and privacy implications to keep in mind. It's right, so all of this is not typically available in public Cloud Public Cloud is built for a lowest common denominator. One size fits all, and then you come bring differentiation. On top of that now is enterprise. I T organizations start to migrate their workloads to Public Cloud. They're looking for consistency in terms of how they've lived before and how they work before how they've operated before. How do they migrate those applications, right? It's not I'm building everything natively for public cloud is that I have an entire set of applications that were designed in my enterprise i d environment that I just want to find a new way to operate in VM wears a consistent abstraction. Layers is really the path forward, So DT Cloud on Deli emcee and TT Cloud leveraging the public cloud providers in the V M wear abstraction with both feet spheres. Well, it's vey cloud foundations, eyes really a commonality that they can now the uses a foundational building block for all their service is >> yes. So where one of the things that a lot of customers have invested over a decade or Maur envy em where? And they have a lot of processes and tools and skills that they have invested in. And it sounds like for some of these cloud providers specializing in a particular industry, that there's a risk there that you will end up with building blocks that, yes, they're customized for one particular thing. But now I have to operate them a little bit differently. And now I've got a lot of different ways of doing things, and particularly as a provider, then that that adds cost. And I want to try to get some of those costs out there because they think that influences my margin. So is the choice. Of'em were one way of dealing with that because I can maintain that same consistent way of managing things. >> Absolutely. And that's key to some of the work that VM wear and Dell has been working together on two. Allow for Kevin Mention, Adele Technology Cloud Platform, which the baseline of that is being more cloud foundation. So been ableto have that homogeneous operational model, and Mona's data plane set is the same V sphere and XXV sand based originality perspective. So the operational model, whether it's in the providers infrastructure or whether it's on premises within enterprise is similar. >> And I think there's even 1/3 vector to this, which is, um, yeah, one public cloud provider is not gonna win. All of the public cloud providers are going to exist, and the scale of a Microsoft azure and the scale of an AWS on a scale of a Google compute put them in position to continue to lead this industry forward. And it's it's difficult to bet on one horse, right? So the GMC model on the DT Cloud model allows us to be able to scale across all of these different cloud providers and as an enterprise organization that's making specific decisions based on region or based on other financials that some of these workloads are going to say in AWS, and some of them are going to sit in Microsoft Azure, etcetera, etcetera is a common abstraction across all of them. >> But at that point, I mean the fact that you're talking about, um, vertical practices, right? Verticals having practices that might be unique to their particular industry. And now you're talking about them deciding that they might all flowed work Thio, maybe an azure. Maybe in Google. Maybe I'd be it. Whatever, Um, I mean multiple complexities for you in dealing with that because you're gonna be the translator, right? You've got to be. You've got to be multi lingual, not only within in the cloud world, but also in a vertical world too. Right? So tough road for you guys to provide that kind of flexibility and that kind of knowledge. >> Oh, I mean, that's the key to the software and solutions that GM was providing and allowing for solutions and sat space capabilities to provide a modernise, softer, defined capabilities across clouds or a and be able to manage things across, such as cost in via cloud health and other manage service's capabilities by our software platform and then be ableto have this. These capabilities in the Bean Imlay consumed by providers and turnkey fashion by utilizing del technologies, bx rail are and VCF one VX rail and having us all package together, and so that providers no longer have to focus on building a core infrastructure. But they're now able to focus on that integration layer. Focus on the additional higher level service is that are able to stitch together the use this multi cloud environment >> decision logic that our customers have. It's just so complex, and I think that the message that we've heard loud and clear from them is that they feel like once they're in particular ecosystem, they're locked into that ecosystem. And the more that we can do that give them flexibility to bring these ecosystems together and leverage the benefits and the capabilities and the regional and geo location of just about all the different ecosystems that exists and build their own ecosystems. On top of that, especially if you're a cloud provider, is really what they're looking to do. And when the foundational building blocks all look different, the integration look different the automation look different. The orchestration look different in the storage. Later look different. It's just It was impossible, right? It's really on us to provide an abstraction to make that easy for them to accomplish their business. >> Consistent foundation is critical, and that's what we're bringing through the cloud provider today. >> One thing that has changed from from technology of 12 12 15 20 years ago is the consumption model that cloud has provided. S. So what are you seeing around service providers, providing that pretty much you have to provide if your cloud provided you have to provide some kind of consumption model because that's what people have in their minds when they think about about Cloud it is. It's not just about the technology side of things. Actually, we're out the business operations about, you know, the financing and the funding models of things. What are you seeing with the cloud providers and service providers? How are they changing the way that they allow people to finance the buy of this infrastructure? >> So that's one of the pieces that, in being where Rendell is working together to allow for not just software, which through the visa program all of our software solutions are consumed through a subscription like model. So it's pay as you go, but also be able to consume hardware and consume the turnkey patches package so that VCF on Vieques rail and the Cloud Provider platform can be consumed in a pay as you go subscription model, which is a way that providers want to be able to then provides software and capabilities to their enterprise customers. >> Have they completely changed across to being purely consumption? Or do we still have a lot of industries that preferred by things that with Catholics >> it would be fantastic if the world converged on one answer? Everything is always easier when there's one answer. But I think, ah, one of the things we recognize is that, ah, and it's true and technology. It's true in business models. It's true. In operational models, there's never in. It's never just a or answer right. It's always an end, and there's a need for us to embrace multiple different models in order to meet the needs of our customers. And even a single service provider will find particular areas that they wanted, consumption based model and others that they realize that it's a well entrenched business for them, and the risk is a little bit lower, and they're willing to take on that risk and look at a Cap IX base model right there. Certainly financial implications to both an Op X and the Catholics model. There's tax implications, and you know where. We're still a little bit all over the map in terms of their preferences. >> Hopefully, we'll see that shake out a little bit and we'll have some standard patents to match the practices that will just make it a little bit easier to design the solution. >> I think the Saturn standard pattern that I expect to emerge is that we have to do everything >> for everyone >> in every way that they want to see. >> Oh, you left there, Kevin. I can't imagine that being too difficult. Everything. Everyone it all at every time. That's right. All right. Hey, thanks for the time of and the discussion and good luck with handling that. I know. That's a that's a big lift on. I know we're joking, but, uh, it's a great world for you. Certainly exciting time. And we thank you for your time here. >> Thank you. Thank you guys appreciate the time. >> I appreciate being World 2019. Coverage continues right here on the Cube. We're live and we're in San Francisco.
SUMMARY :
brought to you by IBM Wear and its ecosystem partners. Good to see you again, sir. the kind of work that you're getting done. So the vibe here is excitement. I mean, one of the same. The race to the hyper scale is not a profitable business that you want to race against. This is never going to be a good idea for you to compete in this at all. So I grew 100% that the club wider there, blocks for all of these vertical industries, the only uniform way you had to do it was with the massively I mean, what you talking about? I T organizations start to migrate their workloads to Public Cloud. So is the choice. And that's key to some of the work that VM wear and Dell has been working So the GMC model on the DT Cloud But at that point, I mean the fact that you're talking about, um, vertical practices, Oh, I mean, that's the key to the software and solutions that GM was providing and And the more that we can do that give It's not just about the technology side of things. on Vieques rail and the Cloud Provider platform can be consumed in a pay as you go subscription in order to meet the needs of our customers. bit easier to design the solution. And we thank you for your time here. Thank you guys appreciate the time. Coverage continues right here on the Cube.
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Kevin Shatzkamer, Dell EMC & Ihab Tarazi, Dell Technologies | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by VM Wear and its ecosystem partners. >> Welcome back here on the Cube, we continue our coverage. We're live in San Francisco. Mosconi, North Day to wrapping up Day two of our three days of coverage here, Veum. World 2019 day Volante. John Wall's glad to have you with us here on the Cube. And we're now joined by Kevin Schatz. Camera. Who's the Vice president of service provider Strategy and solutions. A deli. Um, See, Kevin. Good to see this afternoon. Thank you. You as well. And, uh, yeah, Tarazi, Who is the S v p and chief technical officer at Dell Technologies in the heart. Good to see you. Thanks for taking the time to be with us. A couple of telco guys and we've had a lot of telco on and talking about it in terms of progress that you made. This was an area that you got into with a major commitment, some probably three years ago. Kind of bitch market for me then for where you were there on on day one to where you are now today and the progress you've made and maybe the service is that you're about to provide. Yeah, >> sure. So I think if we look over the last three years, our opportunity that we defined early on telecommunications space was the virtual ization, and software to find everything was leaving the data center. And we would see the software to find architecture extend all the way from radio through the core network through the cloud over a period of time. And it started with technologies like network function virtualization. So if we flash back three years ago, where our entire strategy was built on the premise that relationships with the network equipment providers like Nokia and Ericsson, where our primary path to market our primary opportunity, I think what we've realized is we've emerged in this space to a greater detail is that our expertise, our expertise and experience in building I T Networks and Building Cloud has led to the first wave of conversations in the telecommunications industry directly not through the network equipment providers, but that carriers want to engage directly with Delhi emcee for the lessons learned and how did to play. I tr detectors. And now, as we extend towards the edge that they want to engage directly with Del Technologies in terms of how we build cloud architectures. We've had a number of big announcements. Over the last several years. We've announced partnerships and engagements with NTT. We've announced partnerships and engagements with China Unicom. Just in the last three months, we've announced partnerships with our rounds around network EJ out of France and then most recently with 18 C on the automation of EJ infrastructure related to their airship project. I think from a benchmark perspective, it's just been a continued growth opportunity for us and recognition that the more we engaged in, the more we contribute as a productive member of what is a very complex and changing and transforming industry, the more success in relationships that will build, and the more it will translate into opportunity to sell to >> when you think about you have the the modernization of N F. E. For example, as a former technologist inside a large telco, Um, what were some of the challenges? Is it? It's taken a long time. Obviously, when you talk to some of the telcos, they say, Well, you know it affects our infrastructure, but we still get this application mass. I mean, maybe you could add some color and describe for our audience why it's been so challenging. >> Yeah, I think that's an excellent question. Um, going back to my days at Telco on data centers, even S d n and the software defined tools were just beginning to show up. So the biggest challenges where you were basically having toe work with predefined operating system. But he defined hardware. The hardware was not exposed for for GAM ability, the ability to take advantage of it. And then you had to interrogate multiple players of technology in a way where it took significant time, too, not only for software development, but for product development and user experience. Since then, many of those walls have come down, and some of them have come down very hard. When you look at what we're doing, Adele here and we lead for the open networking. Not only do you have the choice of operating system were also pushing hard. Don't new open operating systems for networking like Sonic with Microsoft and bade calm. And then we're taking industry leading steps to expose the silicon chips themselves for four GAM ability. These are all the components that are critical. When you talk about five G, for example, do you really have to have those capabilities? I also would say that the software evolution have made it to infrastructure. The Dev ops and the modern applications we talk about here is also available for infrastructure, which means you really can develop a capability in weeks instead of years and months. Five people can do in amazing parkas. All of this was not possible before, >> so we talked to Shekhar about this in the earlier segment challenges in the telco business. I mean, the one hand you got these quasi monopolies in some cases real monopolies that just chug along and do pretty well. But the same time you got the cost for a bit dramatically coming down, you've got the data growth doing this. You got over the top providers taking advantage of the those those networks, and so new infrastructure allows them to be more more agile. But there's a workforce component to that, and there's a skill set, and that's how they got to transform. I wonder if you could maybe talk about that a little bit. Kevin. >> Yeah, I think that's exactly right. I think when we work within this industry, it's not just a technology conversation. It's the ability to consume an operationalized technology. And I think that comes down to a number of different things, comes down to the processes that exist when it comes down to the skill sets that exists to be able to build these new processes around. And I think if we flash back several years ago, the model of how we build networks was that the team that operated it needed to understand networking. Right now, if you look at the team that needs to operate it, they need to understand networking. They need to understand, compute. They need to understand virtualization. They need to understand AP eyes. They need to be able to script and program. They need to understand some level of data science that they can close a loop in the operational models eventually with a I and machine learning technologies. So I think that the teams that are getting built look very different than the single soul capabilities that they've had in the past, right? These air smaller teams they're more agile teams that can develop and have their own more unique processes in each part of the network. Right? And even if we think about the organizational structures, we've always built vertical organizations. Right? When I had an appliance, that was an e p. C. I had an operations team that was focused on an e p. C. And I even broke that into an S gateway P Gateway and Emma, me et cetera. If we look at the world now, that s Gateway P Gateway. Mm E consists of a server consists of the networking that connects at server consists of a virtual ization layer. It consists of a stack of a software application, and all of those need to be automated, orchestrated program toe work as any PC does. So I think that the skill sets have just really expanded in terms of what's expected, >> and this is really important because the process is used to be pretty well known and hardened, so the infrastructure could be hard, and now it's of every every months, the more the market changes right. What kind of what kind of challenges is that bring to the telco provider? But also to the infrastructure provider. >> Yeah, I actually I have a really good way to describe what I think is happening. We heard it from a lot of our customers and not just tell cause but enterprises. I would say the last 5 to 10 years everybody's been dealing with Hybrid Cloud. The Move to Cloud Waas. The Big Challenge. While this remains a key challenge, a new challenge showed up, which is how to succeed in this new modern software development model. You know, are you able to do to move at that speed, which means you have full stack engineers? Can you develop the app beginning to end? It's not a nightie model anymore. Also, you no longer have an operations team. You really have to have saris who, able with software and also the customer service, changed to a softwood Devyn. So we're starting to hear from a lot of our customers. That's the next journey they really need help with. If you think of infrastructure, those challenges are even bigger, and this is where it's important to lean on technology partners who can help you with that, >> and you hit on five G a little bit ago. You have in your initial statement and we've kind of touched on the impact that it can have in terms of you understanding there. They're going to a transformative time, right? I mean, telcos are with new capabilities, and new opportunities in this whole edge is gonna be crazy. So you've got to you've got I would say some learning to do, but you have. You've got to get up to speed on what their new fundamentals are going to be, right? Yeah, I think that's >> true. I think where you know, we we've understood >> their fundamentals because it's the same transition that the IittIe world's gone through. And to a large degree, that cloud world has gone through. I think that the challenge we've we've been working to break through collectively as an industry is the paralysis at the rate of adoption of new technologies because they're so much change so quickly because we talk about virtualization. And then we're talking about kubernetes. We're talking about cloud native we're talking about Ah, bare Metal Service's. We continue to talk about Micro Micro Service's architectures. We see this progression of technology that's happening so fast in various segments of the industry. I think that the telecommunications industry has been somewhat paralyzed in terms of where do they jump in and which do they adopt and how fast they migrate between them. And which of them can be capable of being hardened to be telco grade and fit into their requirements. That they have for being able to offer regulated service >> is paralyzed because it's just too fast. It's too fast for a big amazed, a big decision to make for big. But but things are evolving too quickly. That's that's It's evolving >> too quickly. And they also sometimes have a concern that they get stuck on a dead end path, right, Because things change so quickly it's Do I jump here? Then here, then here, then here, Then here. Where do I follow a logical path and what we tend to find when we work with the telecommunications industry is that, yes, del technologies can define a strategy. Certainly VM wear and L E. M. C can define our individual strategies. Are operators can define their strategies. But there's just not one strategy for this industry. Reality is, is that when you get when you get together with an ecosystem of partners, and you work at a particular telecommunications company. That is a strategy, and you start from scratch when you go to the next right because they're their ability to consume technology. It's just so different the end game, maybe the same across the board. But the path to get there will look different, >> so every customer's different Get that. But clearly some patterns must be emerging. So my question is, where do you start your sitting down with What are you seeing in terms of common starting points and advice you'd give Thio? >> I think that to Maine has everybody starting with First of all, the physical infrastructure. Compute storage Networking is moving to X 86 model of some sort, which means many, many parts of their infrastructure today that is not based on X 86 needs to transition. So what? Seeing big art piece significant discussions of how you take compute and this new programmable networking and put it everywhere like in thousands of locations. So infrastructure wise, that is a known specific thing to be solved at early stages and given you know, that capability he's we've delivered toward enterprises. We have a lot of tools and capabilities to give them, and the 2nd 1 is that a lot of people are approaching this as a network issue. In reality, it's a cloud decision, not a network. You hurt Shaker, talk about it so the tools capabilities you need to build a cloud is completely different. This cloud may not be genetic cloud it needs to be. It needs to support the defense specific platforms under for they want Cloud, and they needed to support the specific capabilities. So that's the two. A year ago, nobody even could articulate. That was the challenge they were facing. But I would say that's what we are today. >> I would add to that that as we kind of think about the infrastructure and then that cloud decision that there's abstractions that exist between those right at the infrastructure layer, there is the need tohave, an automation system that has the ability to support multiple different cloud platforms that sit on top of it. And that's work that we're doing in the deli in seaside and then secondary to that at the cloud layer. It's the ability to support a multi virtualization environment. Virtual machines do exist and will continue to exist. Kubernetes and cloud native containerized applications do exist and will continue to exist. And the challenge becomes. How do I orchestrate an environment that allows those two exist simultaneously and be layered on top of a common building block of infrastructure? And I think that's really the power that the broader Del Technologies has is that we have all of these entities and capabilities in house. >> How long does this take? A telco toe transform is this decade. Is it? Is it Maur can Obviously certain parts can happen faster. But when when you sit down with with customers and they put together their plans, I mean, what what what's their time horizon? >> So I would argue that we define the first NFI standards and 2012. And if we look globally and even within the vast majority of the Indus story and carriers were somewhere in the 10 to 15% range, yeah, >> yeah, that too compelling. Uh, hey, is that enough? Maybe be a forcing function for making some of those decisions. Are the economics on moving toe X 86 are very compelling. It's 10 times the speed to deploy, and it's a massive order of magnitude and costs. Therefore, it's not something that you could wait on as you continue to build capacity. So that's is forcing the infrastructure decision. The second forcing function is that what five G's starting to look like is not network and wireless, independent from enterprise solutions, you really have to collapse. The single infrastructure you know to offer service is and why it lists embedded on That's another forcing function in terms of enterprises is starting to ask for those capabilities. >> You know, you mentioned X 86 couple times and when you think about the Telco Cloud generically what we're talking about here in the in the commercial cloud not to tell ghost no commercial but the mainstream cloud you're getting a lot of offload, you know, hardware offload alternative processing arm uh, GP use F p g a Z even, you know, custom, a six coming back. You've seen the same thing in the Telco club >> for sure, I think I think if if you look at what we've done over the last several years, we've seen this dramatic shift in almost a pendulum swing away from a six and proprietary hardware towards everything on X 86 I think what we've learned over the last several years at X 86 is a platform that has its value. But it's just not for every work with So we've seen things like network slicing and control, user plane separation and technologies that her first moving user playing very high Io applications back onto smart nicks and F PJs and eventually onto merchant silicon with programmable silicate in the network switches. But I think that even if you look at what's happening in in Public Cloud with things like GPU virtualization, they're still largely virtualized in the time domain, which means that they're used by a particular application for a period of time and then the next application scheduled it in the next application schedule. Is it that doesn't work for network workloads? So I think that what we're finding is we go to this Toko Cloud model, especially with offload in the virtual ization of Acceleration Technologies, is that it's an entire set of problems that just aren't solved in public cloud yet. >> Yeah, I would say, based on experience, the vast majority of network workloads have to be x 86 I definitely think arm cores and GPO offloads will play all at some point in the future. But they that's not the heavy duty that you need to offload those functions because most of these network applications were it. And for custom, a sick. That's very high performance that you know, it has high throughput. Security, built in ability to build service is directly into the silicon. So that kind of transition over time you'll feed. You see a lot of distributed applications, it and container formats all the way at the edge. But that transition to that kind of distributed model from what we are today is probably not possible. And I would argue you'll always have their mics off high performance, high throughput. I mean, think about it. If you're trying to activate 20,000 I ot devices instantly, you really need a high core density, you know, x 86 chip with significant memory. You really worry about the data plane and how much data you can put. So it's better >> we didn't even hit I ot dead. Wait, wait Another day, Another conversation. Hey, thanks for the time. We certainly appreciate it. Been a good show I for you all to write for, sir? Good. Good energy. Good vibes and good business. Thanks for the time We appreciate it. >> Thank you, guys. Thank >> you very much for your time. >> Watching the Cube live coverage Here it Veum World 2019 in San Francisco. Thank you.
SUMMARY :
brought to you by VM Wear and its ecosystem partners. Thanks for taking the time to be with us. and recognition that the more we engaged in, the more we contribute as a productive member of what I mean, maybe you could add some color and describe for our audience why it's been So the biggest challenges where you were basically I mean, the one hand you got these quasi monopolies in some cases real monopolies that just the skill sets that exists to be able to build these new processes around. is that bring to the telco provider? and also the customer service, changed to a softwood Devyn. You've got to get up to speed on what their new fundamentals are going to be, I think where you know, we we've understood And to a large degree, a big decision to make for big. But the path to get there will look different, So my question is, where do you start your sitting down with What are you seeing in terms of common starting I think that to Maine has everybody starting with First of all, It's the ability to support a multi virtualization environment. But when when you sit down with with customers and they put And if we look globally and even within the vast majority of the Indus story and carriers it's not something that you could wait on as you continue to build capacity. You know, you mentioned X 86 couple times and when you think about the Telco Cloud But I think that even if you look at what's the heavy duty that you need to offload those functions because most of these for you all to write for, sir? Thank you, guys. Watching the Cube live coverage Here it Veum World 2019 in San Francisco.
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Pat Gelsinger Keynote Analysis | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by IBM Wear and its ecosystem partners. >> Welcome to our live coverage here in Mosconi North Lobby, Of'em World 2019. I'm John for a Student and a Volante celebrating our 10th VM World or 10 years of covering the M world. Dave's stew. What a run been Go back across Mosconi South 10 years ago with the green set. This is 10 years later. 10:10 p.m. World BMC Rule No longer the show, so that kind of folds in the Dell Technologies Man, The world's changed. Pat Nelson had just delivered his keynote as CEO Sanjay Poon and a CEO came on talk to customers stew. A lot of acquisitions, a lot of cloud native, a lot of cloud. 2.0, this is turning into VM. Wear 2.0, where vm zehr kind of only one part of the equation. So let's jump into the analysis, Dave. I mean, you put out some killer research on silken angle dot com, and we keep on dot com around customer spend still, we put out a lot of analysis on all the key trends that Vienna was playing into. Cloud two point. Oh, is what we're calling it. It's enterprise Cloud of fresh scale Day. What? What? What? What do you want? Your analysis, Latino >> John, when you go back. 10 VM Worlds ago, it was all about virtualization, completely changing the deployment dynamics. When when I first saw a VM deployed, I went, Oh, my God, This is gonna change everything. And it did. But while compared to now what's happening with cloud and a I we heard so much about five g. It was also the big, big difference in the ecosystem. Back when e. M. C owned VM wearing 2010 there was that sort of Chinese wall stew. You were working there, you know, just before that. And there wasn't a lot of, you know, swapping of I P, if you will. They were sort of treating them as unequal player to net app and everybody else out there. Tod Nielsen used to say, for every dollar spent on of'em were licensed, 15 spent an ecosystem. You don't hear that kind of narrative anymore, you hear we're crushing the HC. I vendor where number one basically a sort of backhand to Nutanix We heard on the on the keynote Very tight integration VX rail project Dimension So much, much tighter integration since Pat Tell Singer joined VM. Where from the emcee lots has changed >> will be a lot of research on reporting leading up to the show around Cloud two point. Oh, I'll see Dev. Ops is willing to home of the dimension on enterprise scale, the number of acquisitions of'em wears made and then, boom. They dropped two monsters on the table or the 11th hour pivotal for 2.7 billion carbon black for 2.1 billion. Lot of stories in those AK was other acquisitions, your analysis and how that played out today on the >> Kino. As Dave said when we started coming to this event back in 2010 you know, the virtual machine was the center of the universe. What were these servers that it lived on, how to storage and network and get fixed to be ableto live in that environment And the keynote. It was a lot of cloud, you know, John, we brought in a lot of the Cloud camp people that first year and some people were like, Why are we talking about Cloud? This is VM World, and we're like, Well, this is the future. And today we're not talking about V EMS at the center we're talking about containers were talking about cloud native applications, that multi cloud world absolutely something that pack l singer did. Front center actually felt it almost glossed over a little bit of the H C, I and NSX and all these wonderful things. Sure, there was some big del pieces in there. The M word cloud on Delhi emcee the Del Di are, you know, data protection, power protect, you know, into the VM where peace something that you definitely would not have seen under the old emcee Federation model. So Michael Dell, absolutely having his strong footprint here. Dave's done a lot of analysis talking about things like Pivotal getting pulled in and like so many different acquisitions, Pivotal came out of'em wear and, you know, carbon black Boston based companies so many different pieces here to get them talking about applications and where Veum, where the company sits in this multi cloud world where they're trying to be, you know, maintain their relationship with us. >> Let's get into the analysis on the whole ecosystems. I really want to dig into the work. Dave, you didn't and the team did. But let's go through the keynote first. So my personal opinion was it felt like, um, I'll give him a C plus Pat because it just didn't have a lot of meat. In my opinion, it felt like it was too much tech for good, although super important to have that mission driven stuff I think is really valuable as the market tends to look >> at tech >> as bad actors. I thought that was addressing. That was a positive thing, but it felt too much. I didn't see a lot of specifics. It felt do is and David, if they were hiding something, they were putting a lot of it didn't seem like there's a lot of substance coming out specifically around how Kubernetes was going to be impacted. Specifically, how Cooper is going to sit within the VM where ecosystem products specifically I just didn't feel like the product side was there. >> Well, you know what? I'll say it, John and General, I agree with you because Day one usually is here is the company vision. And if the vision is kubernetes, well, we've been hearing kubernetes for a bunch of years. Kubernetes is not the answer. Kubernetes is an enable ionizing technology job. Ada, who we up on stage? You know, we had him on the Cuban. He's like, look committed. This is not a magic layer. It's this thin layer that's gonna help us go between clouds. Getting into some of their future projects is something I usually would expect on Day two, the vision of V. M. Whereas a company, it feels like we're in that transition from who do you want a big tech for? Good? That that's great stuff. You know, Pat has a long history of talking about, you know, that moral compass that he has and wants the company to live. That which is a good change from many of the Silicon Valley companies. But, you know, I didn't get a strong feel for their vision and it was not >> a conservative. They didn't want to actually put a position down there because I think everyone in the hallway that I talked to wants to know how Cooper is gonna impact the sphere for instance, is gonna change the makeup of the sphere. And what's the impact on the product side the head that stat about bare metal being 8%. I was like, a little bit biased. Maybe there, So are they. They tiptoeing. Dave, you think? I mean, the spend numbers show that if you could just hold the line for 24 months and the new trends won't take away from that license, I mean, is it a tactical thing? Or do you think that here's the >> thing? I want to go back? I do want to give'em where? Props on one thing and you've used this term to If you go back to 8 4009 Paul Maritz talked about. We're building the software mainframe and passed them pretty consistent about that they used, they said, Any workload, any app? What's different today than back then is, he said, any workload, any up any cloud. Really. Cloud wasn't as much of a factor back then, but that vision has been fairly consistent it to you. Answer your question, Veum. We're spending remains strong, you know they're spending data that we shared with the GT R on silicon angle yesterday and today is that 41% of the VM were installed. Base is going to spend Maurine the second half of 2019 and only 7% are going to spend less. Okay, that's a real positive. But at the same time, the data clearly shows that cloud is negatively impacting VM wear spend and so that's a real threat. So multi club Pat said today technologists who Master Master Multi Cloud will own the next decade. He's talking to his audience. I'm not sure I agree with that. How much you're mastering Multi Cloud is what's gonna be the determining factor to own the next decade. >> Well, I'm stumped. Stick with my position. That multi cloud is not a reality. I think it's really more overhyped, and our actually just started to be hyped and probably will be then over hypes. And then seven years from now we'll start seeing multiple clouds truly interoperable. But I think multi cloud is we find on the Cuba simply enterprises have multiple vendors and multiple environments that happen to be those vendors have cloud, so I don't think it actually is an operating model yet. But again, just like on the Cube 2012 stew. We talked about hybrid Cloud. I called. I asked, yes. When was it a halfway house of the weigh station? He had a connection. >> So gassy. So, John, here's what I say. Number one is customers today absolutely have multiple clouds. But for multi cloud, to be a reality multi cloud must be greater than the sum of just the piece is that it's made up today and absolutely were not there. Today. VM wear has a strong reason why it should be at the center of that discussion. But they're gonna be right at loggerheads with Red Hat and Microsoft and Google and Cisco in that kind of debate at the multi cloud >> and we had, we had a story on our special report on silicon angle dot com. Check it out. It's called Coping With Multi Cloud. Were coping was by design. Coping as a mechanism used to deal with uncertainty. Coping strategies is what CEOs are going to deal with. But read that post. But in it I kind of see. I mean, I kind of agree and disagree. We have two perspectives, Dave developing. You want to get your thoughts butts do on this C I ose that come from a traditional I t background tend to like multi vendor things because they know they don't want lock. And they're afraid if you then swing to the progressive side si SOS, for instance, who are have a gun to their head in terms of security, they're all saying no, we're betting on one cloud and we'll have backup clouds, but our development staff is gonna build stacks. Have AP eyes, and we'll share those AP ice to our suppliers. Cloud vendors are saying Support our specs. So to spectrums the old school I t. Guys saying Multi vendor equals multi cloud. And then then, on the other end, See says to say, I'm gonna build technology and build a stack, exposed FBI's and let the clouds support my my tooling that not the other way around your thoughts. I >> pulled a quote in my piece That's on Silicon angle as well. From David. If lawyer and he was defining a hybrid multi cloud, he said, any application of application service can run on any note of the hybrid cloud without rewriting re compiling a re testing. My argument would be you're never gonna have that North Star without a high degree of homogeneity. And there's three examples of high degrees of homogeneity in hybrid Cloud. Today it's azure stack. It's clouded customer, and it's outposts. You're so this idea that we're gonna have this diverse set of clouds and yet they're all gonna run is one to me. I ask, Is it technically feasible? And is it Is it practical? >> Well, Steve, Steve Harry was on his Hey had announced the signal. FX has come. Portfolio can be sold on a big deal to split when he was on The Cube with me last week and he said one of them looking back on the 10 years that 1 may be M where great was virtual ization allowed for massive efficiencies and improvements without rewriting the apse. The question today's point is, is that a reality? Can what's next? So that that next gain that's not gonna require people to rewrite their APs >> well and that actually not rewriting the axes where VM or has its strength. Because, you know, I I made a joke during the keynote. It was like you have a V M insert magic. Congratulations. You now have a cloud workload because I just did. VM were cloud and it's the same app. But on the other hand, that's actually been my biggest dig on V M. Where is the long pole? In the tent and modernization is modernizing wraps. And that is that Tom Zoo that Veum were announced. They're taking bit Nami and pivotal because we do need to modernize the application. If you have an application, you've been running long enough that your users are complaining about it. We need to modernize that. VM wear has not been much of enabler of that pivotal. Yes, absolutely. That's what the cloud Foundry Labs, the pivotal Labs has been doing for years. It is a tough thing to do. That's what the developers we hear it Amazon. They're building new abs. I don't hear modern building new app at VM where, but they are moving in that >> direct question for you guys and John you in particular, but also used to as well followed AWS probably more closely than any two people I know, Pat said. Strength, lies and differences, not similarities. I've noted many differences in philosophy between A. W S and V M. where they're both winning in the market place. We know a divorce is growing much faster, but a divorce doesn't believe in multi cloud. A Devil's doesn't believe security is broken. That's that's VM wears narrative VM where says it wants to be the best infrastructure and develop our software company. That's kind of like eight of us is the platform for that. They both want to be the security cloud, and and VM were said today they have 10,000 cloud data centers, and I'm guessing that Andy Jassy wouldn't think that many of those data centers are cloud data centers. Your thoughts on the differences between between A. W S s philosophy and VM wears narrative. And can they both? Is there enough market for them both to win? >> Well, it's strikingly different. I mean, AWS is just in a breed of its own. VM wears hedging and playing there their bets. They're kind of putting, you know, bets on each horse, right? Interesting enough in the cloud thing. There was no mention of Google Cloud. I didn't see that mentioned there. Andi was speculation. Wouldn't Oracle be great partnering with Google? That's not a rumor. I'm just kind of put it out there. That would be a good combination partnership, given the Oracle's cloud is failing miserably, I think v M. Where because of the operating leverage in the enterprise, has that operational layer down to me, Amazon is the model, the future, because they are clearly born with a dev ops mindset. They have an environment where developers can build applications and they could operate. It scale with all the efficiencies of operations. So I think cloud to foreigners were calling. It is all about having developers and operational excellence without a lot of disruption or re platforming. So I think that's where the differences are. You have company that have toe have to work with this world of legacy applications, and that requires first lift and shift, which doesn't become attractive. Then you add containers on the game changes. So I think container ization really was, I think, the seminal moment in the shift where where you got kubernetes and containers. So let the enterprise cloud. Native guys get in and have an operational framework that takes advantage of the horsepower of public cloud, which is computing storage, which is why we think networking and security will be the absolute focus areas for Cloud two point. Oh, and Amazon is just dominating the depth and the ops. And I don't think anyone is coming close. >> I'd love to hear your thoughts, too, but I just got caught. I don't think Oracles Cloud is failing miserably. I think it's I wouldn't say it that way. I think their infrastructures of service is irrelevant and the cloud is all about SAS. But just, you know, that's what I think. Waken debate that somebody >> has been great for the Oracle customers. But in terms of all metrics in terms of public and enterprise, cloud with multiple environments nonstarter. >> So there's a bit of a schism out there if you talk to customers. There are many customers when they deploy in Public Cloud, although uses, you know, compute storage and, like the identity management and that's it. And they'll stop and I talkto you con many customers that are using kubernetes so that if they want to hit the eject button, but they're all on Amazon today, so it's not like they're all fleeing Amazon or doing it. But we talked to lots of developers that are deep in aws they're using those service is they're using Lambda and they're building it. So how deep will they go? And that's where I look at this VM we're offering. And it's if I'm gonna take the sphere and extend that with kubernetes. I saw Cuba. Well, um, actually in the Twitter stream said it is, you know, cloud lock in to Dato is what we get if we do that. Because the whole reason VM were originally created called Foundry. So they didn't have to take that entire V's fear colonel and put it everywhere. So it's a nice bridge. That van, where has the partnership they have with AWS is a great strategy. But I still think it is a bridge to an ultimate solution where they'll still use the M where the embers not going anyway. But that shift of where my application live in what service is I do is going to change a lot over the next 3 to 5. >> Let's not lose sight, Dave, of where we are in the industry. I mean, we're at VM World 2019. We go to reinvents coming up. We kind of live in a tech bubble in the sense that all this stuff is all kind of great skating to where the puck is gonna be. But the reality is in most I tea shops, and again, I use ceases as a proxy in my mind, because they're in the cutting edge of all the real critical nature of security, of the impact that harm that could happen to a company. So I look at sea. So she's more of a canary in the coal mine for trends than the nutritional CEO. At this point, most enterprises are just trying to rationalize kubernetes, generally speaking like never mind, like making a centerpiece of their entire architecture. They're looking at their existing environment saying, Hey, I got V EMS that did great for me. Serve a consolidation enabled more efficiency, not rewriting code. Now what? I gotta do kubernetes and do all this other stuff. How do I suspect my VM with kubernetes? Is it on bare metal? So I think we're way ahead right now. In the narrative, I think the reality is that people catch up. That's where the proof is gonna come into. That's why the customer survey numbers are interesting. >> Keep keep. Townsend is set on the Cube VM, where moves at the speed of the CEO, so they're not moving too far ahead of them, but they are key heating up with them. >> Let me share some data to share some data so you could go to Silicon Angle. Look at the V M World 2019 90 spending survey containers, Cloud NSX and pivotal its data from Enterprise Technology Research that we analyzed. There's no evidence right now that Container's air hurting VM wear. But then that was the narrative that containers are gonna kill the M where but long term. There's real threats there. So that's what the pivotal acquisition, at least in part was about. I want to address the pivotal acquisition cause we haven't dug into it a little bit a cz, Much as I'd like to see. There's really three things there. One pivotal was struggling. You look at the stock price, you look at their buying patterns, you know the stock was down that not even close to their original AIPO price, so they wanted to get out of the public eye right now would not be on that 30 day shot clock. The second is it's a hedge on containers. And the third is it's a financial scheme. I mean, I'll call it that VM wears paying $800 million in cash for an asset that's worth $4 billion. How can that be? Well, they already owned 15% of pivotal there. Give. They're exchanging stock. So their trade trading paper to Adele in exchange for Dell's 70% ownership in Pivotal. So they pick up this asset, and it's basically a forced migration by Michael Del, who controls 96% of the voting shares. So there's all kinds of inside nuance going on there that nobody's really talked about it a >> great deal for Of'em. Where and Michael Dell? It's >> a very good deal for VM wear and Michael Dell. >> Let's unpack that are rapidly. >> Just did the one piece on that, right, because kubernetes it was the elephant, the room that was damaging what Pivotal was doing. VM were made a couple of acquisitions VM where needs to react at, so it made sense to pull out back in. Even if it does go against some of the original mission, that Cloud Foundry and Pivotal had to be able to be that cloud native without that full strong time, >> it's all about building apse, right? It's all about enabling developers. >> Let's on that note. Let's go around the horn and talk about what we expect from the emerald this year. And then we'll kick off three days of wall to wall coverage. I'll start, I expect. And I'm not looking for is how VM wear and its ecosystem and who's really deep in the ecosystem, who's kind of independent and neutral, what they're doing with their containers and kubernetes play. Because I think the container revolution that was started with Dr Absolutely is very relevant to the C i o and the Sea. So so and then how they're using data in that in their applications. So you know how VM Way wants to position themselves on the control plane, how that fits in the NSX. I think containers in the container ization is going to change. I think bare metal is gonna be a super important topic in the next couple of years. Dio I'm kind of swinging back to the my feeling that you know, hyper convergence what it did for server storage networking back when you were calling those those moves. I think that kind of hyper convergence mentality is coming up the stack, and I think Containers and the Kubernetes Chess Board will will play out. >> I think if you my feelings, if you don't own a public cloud, you better convince your customers in your ecosystem that the future is in our definition of cloud, which is multi cloud. And that's what this VM world to me is all about. >> Yeah, you know, Veum wears taking their software state and trying to live in all of those cloud world. So you know, V. Amar has 600,000 customers and they want to be the ones to educate them on the kubernetes containers. You know you're at modernization, but there's a lot of other places customers can learn about this. No one understand where VM wear really adds value beyond all of those pieces, because all the cloud platforms have their kubernetes. >> A lot of other places, like the public cloud. That's where all the action >> exactly comes back down the cloud 2.0 Dev and ops developers and operations all come together with software. Thank you. Breaking it down here for three days. Wall to wall coverage here in Moscow north to set celebrating our 10th year covering VM World. Thanks for watching stay with us from or action after this short break.
SUMMARY :
Brought to you by IBM Wear and its ecosystem partners. I mean, you put out some killer research on silken angle dot com, You were working there, you know, just before that. Lot of stories in those AK was other acquisitions, the virtual machine was the center of the universe. Let's get into the analysis on the whole ecosystems. specifically I just didn't feel like the product side was there. You know, Pat has a long history of talking about, you know, that moral compass that he has and wants I mean, the spend numbers show that if you could just hold the line for 24 months But at the same time, the data clearly shows that cloud is negatively impacting But again, just like on the Cube 2012 in that kind of debate at the multi cloud So to spectrums the old school I t. Guys saying Multi vendor he said, any application of application service can run on any note of the hybrid cloud without rewriting re compiling So that that next gain that's not gonna require people to rewrite But on the other hand, that's actually been my biggest dig on V M. Where is the long pole? direct question for you guys and John you in particular, but also used to as well followed AWS So I think cloud to foreigners were calling. But just, you know, that's what I think. has been great for the Oracle customers. But I still think it is a bridge to an ultimate solution where they'll still use of security, of the impact that harm that could happen to a company. Townsend is set on the Cube VM, where moves at the speed of the CEO, so they're not moving too far Let me share some data to share some data so you could go to Silicon Angle. Where and Michael Dell? the room that was damaging what Pivotal was doing. it's all about building apse, right? to the my feeling that you know, hyper convergence what it did for server storage networking I think if you my feelings, if you don't own a public cloud, you better convince your customers So you know, V. Amar has 600,000 customers and they want to be the ones to A lot of other places, like the public cloud. exactly comes back down the cloud 2.0 Dev and ops developers and operations all come together with software.
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Joe Batista, Dell Technologies | WTG Transform 2019
>> Boston, Massachusetts. It's the queue covering W T G transformed 2019 Accio by Winslow Technology Group. >> Hi, I'm Stew Minutemen And this is the Cubes. Third year at W. T. G. Transform 2019 which is the Window Technologies Group, Their user conference. Longtime compelling customer, of course. Compelling, bought by Del del Body M. C. So it's now the deli emcee user event and to help me kick off a day of content where we're gonna be talking. Toa some of the W T G executive some of their customers and some of their partners is first time guests on the program. Joe Batista, Who's a Creek and easy chief creative, apologised at Del Technologies. Joe Appreciate you making it all the way in from the suburbs to come here to downtown Boston in the shadow of Fenway. >> It was a long haul this morning with no traffic of 5 30 35 minutes in. >> Yeah, a Zeiss safe for the people. Adele. It's about the distant from Boston Towe where we live as it is to go from Austin to Round Rock. So >> there we go, >> you know, similar types of things. So I have to start create apologised. A song. You know, I did a little bit of reading and, you know, having watched Aquino, it's, you know, sparking that creativity. So I love the idea of it. You've had this title for quite a while since before you Riddell just give us a little bit about background of you know what you do, and you know why you're qualified to do it. >> Well, it was quite a fight. It's a fun brand, but literally. It sits at the nexus of business and technology, and my job's simply is to help it re image the business, because now every company's a technology company. So what does that look like? So I get involved Also, it's a really cool problems, opportunities that customers are facing by re imaging it >> well, it's funny that you say re image, because when I did my history, the oldest thing I found some article from the nineties talking about somebody from Polaroid that that title and I was actually talking to some of the young people in the office there, like everybody's using Polaroids. There's these days, it's cool. It's true. They're doing it. So what's old is new again. You know everything come back together. So luckily, you know our industry. I mean, nothing changes, right? You know, it's the same now as it was 10 years ago, 100 years ago. You know, I'll just go into the factory and pumping things out now. >> Still, you know, I've been a referee a long time, and in the old days we had swim lengths, right? You know, you thought about certain vendors. They were in swim lanes. Now, today, with the influx of cash, as I was talking about, and the level of it of even innovation cycle time and how the industry's become more fragmented with lots of products, the complexity index has increased exponentially, and the velocity around that complexity is even more accelerate. So, no, it hasn't gotten easier. It's gotten more difficult. >> Yeah, fascinating. Actually. I just heard a segment on our national public radio station here in Boston talking about that. One of the biggest changes and how people think over the last few decades is we're better at recognizing patterns. Used to be, we could be an expert on something and do our thing, you know. We know the old trope is well, you know. My grandfather, you know, worked at a company for 30 years and did his same thing today. Things are changing constantly. You know, we didn't have, you know, the power of a supercomputer in our pocket, you know, 10 years ago, you know, let alone even older. So, you know, this is a user conference. So you know what air they did do. I mean, if if I understand, if I'm, you know, making a decision today for my business. And oftentimes that decision is something I need to live with for a while. How do I make sure that I'm making the right decisions That's going to keep me, you know, you know, keeping up with the competition and keeping my business moving forward as things constantly change. >> Yeah. So there is no easy answer to that question. There's a couple of thoughts and hasn't said in the presentation. You gotta look at these vectors that impacted trajectory of the thinking. And I love the Peter Drucker coat. Right. If he using yesterday's logic probably gonna get in trouble, you have to rethink the logic. In the example I gave you was the high jumper and how we did high jumping before and after 1960. So? So the question becomes one of those vectors, and I went through some of those vectors to help people think about, Okay, I do. My analysis on technology, that's all good. And, uh, tell technology you got a huge portfolio of technology. But how do you think about the perimeter? About how those things change over depreciation cycle. So is trying to add a little bit more color in there, thought processes. And I got a lot of post questions afterwards and a lot of engagements. So it seemed to resonate with the field. And I'll tell you what. The thing that they like the most was the business conversation off. They're like, you know, we don't do that enough. >> Yeah, right. I mean, you know, when we look at the successful companies today, it is not, You know, we've been talking for years, you know? Does it matter? Is it just a cost center? And it needs to be if it isn't helping the business drive forward and responding to what the business needs, uh, you know, could be replaced. That's where we got. Shadow it. It's It can't be the nowhere the slow needs to be. When the business says we need to go, you know, get on board and drive. I love one of the analogies you used is, you know, in this world of complexity, there's so many things out there, You know, when I've worked with, you know, enterprises and small cos you look at their environments and it's like, Oh my God, it's this Hedorah genius mess, you know? How do we standardize things? How do we make things easier? You had a fun little analogy talking about space. Maybe, maybe. >> Okay, that was good. I always try to use visuals as much as possible. So high, high, high light with challenges. So the challenge was, Oh, actually have it in my pocket. So they pulled this out and basically what it is. If you look at the international space shuttle, that's the only thing that they need to fix anything on Specialist 7/16 inch socket or the millimeter version of it. I can't read. Excited my glasses on to fix anything. So imagine if I had one tool to fix anything that's Nirvana. That's not reality. I have to fatigue. So I need to get to that simplicity. Its glasses law remember, every 25% increase in function shin is 100% increase in complexity. And that's public enemy number one for us. >> All right, so So you hopped on board the Dell family relatively recently, when most people think, Adele, it's well, you know, Delpy sees, you know, talk to my you know, my parents. They're like they know Dell computers. They've used them forever. You're talking most people, you know, Del servant. Like you talked a lot about your presentation software is eating the world. Give give us how you know where Del fits in that software was eating the world picture. >> Well, what I can tell you, though, is I was absolutely amazed when I did my due diligence about all the innovation that happens in this company. Phenomenal not only about the hardware but the soft. And I think actually, Jeff said it best. I think we have more software engineers now that we have heart hardware engineers. So the pivots there, we're pivoting our talent, the software, but it's the innovation that's in this company. And I think I kind of rattled off a couple of statistics by how much we spend the quantity of I p that we have. And I think customers are amazed at that innovation. But the supercharger on is okay. How does the innovation apply to the business mechanics of the company? And what value do you extract from it? And that's where the whole language and conversation usually happens with us. I will tell you, though, I'm really excited that Del Technologies kind of doubling down on business outcomes. They're really trying to change the culture and helping customers understand what the technology >> means. Yeah, one of things that struck me. I've been to this event now for a couple of years, and, you know, there's a lot of product discussion here, you know, when you get down to the channel, it's like, Okay, great. You know, I'm doing a server refresh. I'm looking to things like hyper convert, you know? What am I doing in my network? You know, when you up level things a little bit, You know, when I went to del World, it's like, you know, we hear about the venture, you know, activity that's happening around and things like coyote coming down the pipe. But How does that trickle down to the customers? That talking event here? It's great to talk about innovation, but, you know, I got to run my business. You know what? You know. Where does Del fit in that picture >> for you? Got it? Well, it's a custom you got to do both, right? So this has got to be a shift, because now I have to think differently, right? I know how to do feature analysis and benefit analysis of a point in time product, but what's the periphery of activities that inspecting, impacting that decision? Does that architectures scale? What are the economics around that? So you need to think about all those things. And I think it's just a journey for not only us as a vendor, but also for customers as well. >> Okay, so you're relatively new in today. L I want to ask you You gave a great quote in your presentation from from Jack Welch. Er said if the rate of change outside the company is greater than inside the company, the end is near. >> I would say the post. >> So, you know, explain to us the pace of change inside of del technologies. >> Well, you know, that's That's a That's a big question. I mean, piece of change varies by organization by business unit I really can't comment on your individual business units, but I will say, though there's a definite desire toe. Understand? We're customers interested. He is there. So what's the customer trying to dio? And then how do we satisfy the customer request? It's a matter of fact. I don't know if you know this and it was amazing because that's what the customer the other day, you know, Stevie Awards. Which a customer satisfaction, which we double down on customer satisfaction. We have a customer chief customer officer was Karen, and we just won 15 Stevie Awards, which is about customer satisfaction. So I think there's a slow shift, but there's a real focus on customer Central City. For us, the velocity will get there. But if you put the customer at the center like we do, that's a winning strategy. >> Yeah, well, yeah, we know Karen Kim does quite well, you know, culture and working with customers. You know, quite dio you talked about the portfolio of companies and l We know Del Bhumi quite well. We've done their event in the team were well, and you know, VM wears no slouch in the industry. I've had one of the pleasures of my careers. You know, I started working with him. Where when they were, like, 100 person company. No, watch them grow and pack. El Singer, I think was just named like the number one number two, you know, CEO work for employees by employees from glass doors. So, you know No, no slouch on the the venture family. So congratulations, toe Dale family on all that. >> Thank you very much are exciting. >> Joe Batista. Thank you so much for joining me here at the W T. G. Transformed 2019. Pleasure to catch up with you. Appreciate the opportunity. All right, so we're here with customers, the executives, and digging into all the industry trends. Of course. Check out the cute dot net for where we will be. And, uh, I think it was always for watching the cube
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It's the queue covering W T G Joe Appreciate you making it all the way in from the suburbs Yeah, a Zeiss safe for the people. You know, I did a little bit of reading and, you know, having watched Aquino, So I get involved Also, it's a really cool problems, opportunities that customers So luckily, you know our industry. Still, you know, I've been a referee a long time, and in the old days we had swim lengths, We know the old trope is well, you know. In the example I gave you was the high jumper and how we did I love one of the analogies you used is, you know, If you look at the international space shuttle, that's the only when most people think, Adele, it's well, you know, Delpy sees, you know, talk to my you know, And what value do you extract you know, there's a lot of product discussion here, you know, when you get down to the channel, it's like, Okay, great. So you need to think about all those things. L I want to ask you You gave a great quote the customer the other day, you know, Stevie Awards. El Singer, I think was just named like the number one number two, you know, CEO work for employees Thank you so much for joining me here at the W T. G.
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