>>President. >>Hello everyone and welcome to wien on 2021. My name is Dave Volonte and you're watching the cubes continuous coverage of the event. You know, VM is a company that made its mark riding the virtualization wave, but quite amazingly has continued to extend its product portfolio and catch the other major waves of the industry. Of course, we're talking about cloud backup. SaS data protection was one of the early players there making moves and containers. And this is the VM on power panel with me or Danny Allen, who is the Ceo and Senior vice president of product strategy at VM. Dave Russell is the vice President of enterprise Strategy, of course, said Vin and Rick Vanover, senior director of product strategy at VM. It's great to see you again. Welcome back to the cube. >>Good to be here. >>Well, it had to be here. >>Yeah, let's do it. >>Let's do this. So Danny, you know, we heard you kind of your keynotes and we saw the general sessions and uh sort of diving into the breakouts. But the thing that jumps out to me is this growth rate that you're on. Uh you know, many companies and we've seen this throughout the industry have really struggled, you know, moving from the traditional on prem model to an an A. R. R. Model. Uh they've had challenges doing so the, I mean, you're not a public company, but you're quite transparent and a lot of your numbers 25% a our our growth year of a year in the last quarter, You know, 400,000 plus customers. You're talking about huge numbers of downloads of backup and replication Danny. So what are your big takeaways from the last, You know, 6-12 months? I know it was a strange year obviously, but you guys just keep cranking. >>Yeah, so we're obviously hugely excited by this and it really is a confluence of various things. It's our, it's our partners, it's the channel. Um, it's our customers frankly that that guide us and give us direction on what to do. But I always focus in on the product because I, you know, we run product strategy here, this group and we're very focused on building good products and I would say there's three product areas that are on maximum thrust right now. One is in the data center. So we built a billion dollar business on being the very best in the data center for V sphere, hyper V, um, for Nutanix, HV and as we announced also with red hat virtualization. So data center obviously a huge thrust for us going forward. The second assess Office 3 65 is exploding. We already announced we're protecting 5.8 million users right now with being back up for Office 3 65 and there's a lot of room to grow there. There's 145 million daily users of Microsoft teams. So a lot of room to grow. And then the third areas cloud, we moved over 100 petabytes of data into the public cloud in Q one and there's a lot of opportunity there as well. So those three things are driving the growth, the data center SaAS and cloud >>Davis. I want to get your kind of former analyst perspective on this. Uh you know, I know, you know, it's kind of become cliche but you still got that D. N. A. And I'm gonna tap it. So when you think about and you were following beam, of course very closely during its ascendancy with virtualization. And back then you wouldn't just take your existing, you know, approaches to back up in your processes and just slap them on to virtualization. That that wouldn't have worked. You had to rethink your backup. And it seems like I want to ask you about cloud because people talk about lift and shift and what I hear from customers is, you know, if I just lift and shift to cloud, it's okay, but if I don't have a plan to change my operating model, you know, I don't get the real benefit out of it. And so I would think back up data protection, data management etcetera is a key part of that. So how are you thinking about cloud and the opportunity there? >>Yeah, that's a good point, David. You know, I think the key area right there is it's important to protect the workload of the environment. The way that that environment is naturally is best suited to be protected and also to interact in a way that the administrator doesn't have to rethink, doesn't have to change their process so early on. Um I think it was very successful because the interface is the work experience looked like what an active directory administrator was used to, seeing if they went to go and protect something with me where to go recover an item. Same is true in the cloud, You don't want to just take what's working well in one area and just force it, you know, around round peg into a square hole. This doesn't work well. So you've got to think about the environment and you've got to think about what's gonna be the real use case for getting access to this data. So you want to really tune things and there's obviously commonality involved, but from a workflow perspective, from an application perspective and then a delivery model perspective, Now, when it comes to hybrid cloud multi cloud, it's important to look like that you belong there, not a fish out of water. >>Well, so of course, Danny you were talking to talking about you guys have product first, Right? And so rick your your key product guy here. What's interesting to me is when you look at the history of the technology industry and disruption, it's it's so often that the the incumbent, which you knew now an incumbent, you know, you're not the startup anymore, but the incumbent has challenges riding these these new waves because you've got to serve the existing customer base, but you gotta ride the new momentum as well. So how rick do you approach that from a product standpoint? Because based on the numbers that we see it doesn't you seem to be winning in both the traditional business and the new business. So how do you adapt from a product standpoint? >>Well, Dave, that's a good question. And Danny set it up? Well, it's really the birth of the Wien platform and its relevance in the market. In my 11th year here at Wien, I've had all kinds of conversations. Right. You know, the perception was that, you know, this smb toy for one hyper Advisor those days are long gone. We can check the boxes across the data center and cloud and even cloud native apps. You know, one of the things that my team has done is invest heavily in both people and staff on kubernetes, which aligns to our casting acquisition, which was featured heavily here at V Mon. So I think that being able to have that complete platform conversation Dave has really given us incredible momentum but also credibility with the customers because more than ever, this fundamental promise of having data backed up and being able to drive a recovery for whatever may happen to data nowadays. You know, that's a real emotional, important thing for people and to be able to bring that kind of outcome across the data center, across the cloud, across changes in what they do kubernetes that's really aligned well to our success and you know, I love talking to customers now. It's a heck of a lot easier when you can say yes to so many things and get the technical win. So that kind of drives a lot of the momentum Dave, but it's really the platform. >>So let's talk about the future of it and I want all you guys to chime in here and Danny, you start up, How do you see it? I mean, I always say the last 10 years, the next 10 years ain't gonna be like the last 10 years whether it's in cloud or hybrid et cetera. But so how Danny do you see I. T. In the future of I. T. Where do you see VM fitting in, how does that inform your roadmap, your product strategy? Maybe you could kick that segment off? >>Yeah. I think of the kind of the two past decades that we've gone through starting back in 2000 we had a lot of digital services built for end users and it was built on physical infrastructure and that was fantastic. Obviously we could buy things online, we could order close we could order food, we we could do things interact with end users. The second era about a decade later was based on virtualization. Now that wasn't a benefit so much to the end user is a benefit to the business. The Y because you could put 10 servers on a single physical server and you could be a lot more flexible in terms of delivery. I really think this next era that we're going into is actually based on containers. That's why the cost of acquisition is so strategic to us. Because the unique thing about containers is they're designed for to be consumption friendly. You spin them up, you spin them down, you provision them, you d provisions and they're completely portable. You can move it >>from on >>premises if you're running open shift to e k s a k s G k E. And so I think the next big era that we're going to go through is this movement towards containerized infrastructure. Now, if you ask me who's running that, I still think there's going to be a data center operations team, platform ups is the way that I think about them who run that because who's going to take the call in the middle of the night. But it is interesting that we're going through this transformation and I think we're in the very early stages of this radical transformation to a more consumption based model. Dave. I don't know what you think about that. >>Yeah, I would say something pretty similar Danny. It sounds cliche day valenti, but I take everything back to digital transformation. And the reason I say that is to me, digital transformation is about improving customer intimacy and so that you can deliver goods and services that better resonate and you can deliver them in better time frame. So exactly what Danny said, you know, I think that the siloed approaches of the past where we built very hard in environments and we were willing to take a long time to stand those up and then we have very tight change control. I feel like 2020 sort of a metaphor for where the data center is going to throw all that out the window we're compiling today. We're shipping today and we're going to get experience today and we're going to refine it and do it again tomorrow. But that's the environment we live in. And to Danny's point why containers are so important. That notion of shift left meaning experience things earlier in the cycle. That is going to be the reality of the data center regardless of whether the data center is on prem hybrid cloud, multi cloud or for some of us potentially completely in the cloud. >>So rick when you think about some of your peeps like the backup admit right and how that role is changing in a big discussion in the economy now about the sort of skills gap we got all these jobs and and yet there's still all this unemployment now, you know the debate about the reasons why, but there's a there's a transition enrolls in terms of how people are using products and obviously containers brings that, what what are you seeing when you talk to like a guy called him your peeps? Yeah, it's >>an evolving conversation. Dave the audience, right. It has to be relevant. Uh you know, we were afforded good luxury in that data center wheelhouse that Danny mentioned. So virtualization platform storage, physical servers, that's a pretty good start. But in the software as a service wheelhouse, it's a different persona now, they used to talk to those types of people, there's a little bit of connection, but as we go farther to the cloud, native apps, kubernetes and some of the other SAAS platforms, it is absolutely an audience journey. So I've actually worked really hard on that in my team, right? Everything from what I would say, parachuting into a community, right? And you have to speak their language. Number one reason is just number one outcomes just be present. And if you're in these communities you can find these individuals, you can talk their language, you can resonate with their needs, right? So that's something uh you know, everything from Levin marketing strategy to the community strategy to even just seating products in the market, That's a recipe that beam does really well. So yeah, it's a moving target for sure. >>Dave you were talking about the cliche of digital transformation and I'll say this may be pre Covid, I really felt like it was a cliche, there was a lot of, you know, complacency, I'll call it, but then the force marks the digital change that uh and now we kind of understand if you're not a digital business, you're in trouble. Uh And so my question is how it relates to some of the trends that we've been talking about in terms of cloud containers, We've seen the SAs ification for the better part of a decade now, but specifically as it relates to migration, it's hard for customers to just migrate their application portfolio to the cloud. Uh It's hard to fund it. It takes a long time. It's complex. Um how do you see that cloud migration evolving? Maybe that's where hybrid comes in And again, I'm interested in how you guys think about it and how it affects your strategy. >>Yeah. Well it's a complex answer as you might imagine because 400,000 customers, we take the exact same code. The exact same ice so that I run on my laptop is the exact same being backup and replication image that a major bank protects almost 20,000 machines and a petabytes of data. And so what that means is that you have to look at things on a case by case basis for some of us continuing to operate proprietary systems on prem might be the best choice for a certain workload. But for many of us the Genie is kind of out of the bottle with 2020 we have to move faster. It's less about safety and a lot more about speed and favorable outcome. We'll fix it if it's broken but let's get going. So for organizations struggling with how to move to the cloud, believe it or not, backup and recovery is an excellent way to start to venture into that because you can start to move data backup ISm data movement engine. So we can start to see data there where it makes sense. But rick would be quick to point out we want to offer a safe return. We have instances of where people want to repatriate data back and having a portable data format is key to that Rick. >>Uh yeah, I had a conversation recently with an organization managing cloud sprawl. They decided to consolidate, we're going to use this cloud, so it was removing a presence from one cloud that starts with an A and migrating it to the other cloud that starts with an A. You know, So yeah, we've seen that need for portability repatriation on prem classic example going from on prem apps to software as a service models for critical apps. So data mobility is at the heart of VM and with all the different platforms, kubernetes comes into play as well. It's definitely aligning to the needs that we're seeing in the market for sure. >>So repatriation, I want to stay on that for a second because you're, you're an arms dealer, you don't care if they're in the cloud or on prem and I don't know, maybe you make more money in one or the other, but you're gonna ride whatever waves the market gives you so repatriation to me implies. Or maybe I'm just inferring that somebody's moved to the cloud and they feel like, wow, we've made a mistake, it was too fast, too expensive. It didn't work for us. So now we're gonna bring it back on prem. Is that what you're saying? Are you saying they actually want their data in both both places. As another layer of data protection Danny. I wonder if you could address that. What are you seeing? >>Well, one of the interesting things that we saw recently, Dave Russell actually did the survey on this is that customers will actually build their work laid loads in the cloud with the intent to bring it back on premises. And so that repatriation is real customers actually don't just accidentally fall into it, but they intend to do it. And the thing about being everyone says, hey, we're disrupting the market, we're helping you go through this transformation, we're helping you go forward. Actually take a slightly different view of this. The team gives them the confidence that they can move forward if they want to, but if they don't like it, then they can move back and so we give them the stability through this incredible pace, change of innovation. We're moving forward so so quickly, but we give them the ability to move forward if they want then to recover to repatriate if that's what they need to do in a very effective way. And Dave maybe you can touch on that study because I know that you talked to a lot of customers who do repatriate workloads after moving them to the cloud. >>Yeah, it's kind of funny Dave not in the analyst business right now, but thanks to Danny and our chief marketing Officer, we've got now half a dozen different research surveys that have either just completed or in flight, including the largest in the data protection industry's history. And so the survey that Danny alluded to, what we're finding is people are learning as they're going and in some cases what they thought would happen when they went to the cloud they did not experience. So the net kind of funny slide that we discovered when we asked people, what did you like most about going to the cloud and then what did you like least about going to the cloud? The two lists look very similar. So in some cases people said, oh, it was more stable. In other cases people said no, it was actually unstable. So rick I would suggest that that really depends on the practice that you bring to it. It's like moving from a smaller house to a larger house and hoping that it won't be messy again. Well if you don't change your habits, it's eventually going to end up in the same situation. >>Well, there's still door number three and that's data reuse and analytics. And I found a lot of organizations love the idea of at least manipulating data, running test f scenarios on yesterday's production, cloud workload completely removed from the cloud or even just analytics. I need this file. You know, those types of scenarios are very easy to do today with them. And you know, sometimes those repatriations, those portable recoveries, Sometimes people do that intentionally, but sometimes they have to do it. You know, whether it's fire, flood and blood and you know, oh, I was looks like today we're moving to the cloud because I've lost my data center. Right. Those are scenarios that, that portable data format really allows organizations to do that pretty easily with being >>it's a good discussion because to me it's not repatriation, it has this negative connotation, the zero sum game and it's not Danny what you describe and rick as well. It was kind of an experimentation, a purposeful. We're going to do it in the cloud because we can and it's cheap and low risk to spin it up and then we're gonna move it because we've always thought we're going to have it on prem. So, so you know, there is some zero sum game between the cloud and on prem. Clearly no question about it. But there's also this rising tide lifts all ship. I want to, I want to change the subject to something that's super important and and top of mind it's in the press and it ain't going away and that is cyber and specifically ransomware. I mean, since the solar winds hack and it seems to me that was a new milestone in the capabilities and aggressiveness of the adversary who is very well funded and quite capable. And what we're seeing is this idea of tucking into the supply chain of islands, so called island hopping. You're seeing malware that's self forming and takes different signatures very stealthy. And the big trend that we've seen in the last six months or so is that the bad guys will will lurk and they'll steal all kinds of sensitive data. And then when you have an incident response, they will punish you for responding. And they will say, okay, fine, you want to do that. We're going to hold you ransom. We're gonna encrypt your data. And oh, by the way, we stole this list of positive covid test results with names from your website and we're gonna release it if you don't pay their. I mean, it's like, so you have to be stealthy in your incident response. And this is a huge problem. We're talking about trillions of dollars lost each year in, in in cybercrime. And so, uh, you know, it's again, it's this uh the bad news is good news for companies like you. But how do you help customers deal with this problem? What are you seeing Danny? Maybe you can chime in and others who have thoughts? >>Well we're certainly seeing the rise of cyber like crazy right now and we've had a focus on this for a while because if you think about the last line of defense for customers, especially with ransomware, it is having secure backups. So whether it be, you know, hardened Linux repositories, but making sure that you can store the data, have it offline, have it, have it encrypted immutable. Those are things that we've been focused on for a long while. It's more than that. Um it's detection and monitoring of the environment, which is um certainly that we do with our monitoring tools and then also the secure recovery. The last thing that you want to do of course is bring your backups or bring your data back online only to be hit again. And so we've had a number of capabilities across our portfolio to help in all of these. But I think what's interesting is where it's going, if you think about unleashing a world where we're continuously delivering, I look at things like containers where you have continues delivery and I think every time you run that helm commander, every time you run that terra form command, wouldn't that be a great time to do a backup to capture your data so that you don't have an issue once it goes into production. So I think we're going towards a world where security and the protection against these cyber threats is built into the supply chain rather than doing it on just a time based uh, schedule. And I know rick you're pretty involved on the cyber side as well. Would you agree with that? I >>would. And you know, for organizations that are concerned about ransomware, you know, this is something that is taken very seriously and what Danny explained for those who are familiar with security, he kind of jumped around this, this universally acceptable framework in this cybersecurity framework there, our five functions that are a really good recipe on how you can go about this. And and my advice to IT professionals and decision makers across the board is to really align everything you do to that framework. Backup is a part of it. The security monitoring and user training. All those other things are are areas that that need to really follow that wheel of functions. And my little tip here and this is where I think we can introduce some differentiation is around detection and response. A lot of people think of backup product would shine in both protection and recovery, which it does being does, but especially on response and detection, you know, we have a lot of capabilities that become impact opportunities for organizations to be able to really provide successful outcomes through the other functions. So it's something we've worked on a lot. In fact we've covered here at the event. I'm pretty sure it will be on replay the updated white paper. All those other resources for different levels can definitely guide them through. >>So we follow up to the detection is what analytics that help you identify whatever lateral movement or people go in places they shouldn't go. I mean the hard part is is you know, the bad guys are living off the land, meaning they're using your own tooling to to hack you. So they're not it's not like they're introducing something new that shouldn't be there. They're they're just using making judo moves against you. So so specifically talk a little bit more about your your detection because that's critical. >>Sure. So I'll give you one example imagine we capture some data in the form of a backup. Now we have an existing advice that says, you know what Don't put your backup infrastructure with internet connectivity. Use explicit minimal permissions. And those three things right there and keep it up to date. Those four things right there will really hedge off a lot of the different threat vectors to the back of data, couple that with some of the mutability offline or air gapped capabilities that Danny mentioned and you have an additional level of resiliency that can really ensure that you can drive recovery from an analytic standpoint. We have an api that allows organizations to look into the backup data. Do more aggressive scanning without any exclusions with different tools on a flat file system. You know, the threats can't jump around in memory couple that with secure restore. When you reintroduce things into the environment From a recovery standpoint, you don't want to reintroduce threats. So there's protections, there's there's confidence building steps along the way with them and these are all generally available technologies. So again, I got this white paper, I think we're up to 50 pages now, but it's a very thorough that goes through a couple of those scenarios. But you know, it gets the uh, it gets quickly into things that you wouldn't expect from a backup product. >>Please send me a copy if you, if you don't mind. I this is a huge problem and you guys are global company. I admittedly have a bit of a US bias, but I was interviewing robert Gates one time the former defense secretary and we're talking about cyber war and I said, don't we have the best cyber, can't we let go on the offense? He goes, yeah, we can, but we got the most to lose. So this is really a huge problem for organizations. All right, guys, last question I gotta ask you. So what's life like under, under inside capital of the private equity? What's changed? What's, what's the same? Uh, do you hear from our good friend ratner at all? Give us the update there. >>Yes. Oh, absolutely fantastic. You know, it's interesting. So obviously acquired by insight partners in February of 2020, right, when the pandemic was hitting, but they essentially said light the fuse, keep the engine's going. And we've certainly been doing that. They haven't held us back. We've been hiring like crazy. We're up to, I don't know what the count is now, I think 4600 employees, but um, you know, people think of private equity and they think of cost optimizations and, and optimizing the business, That's not the case here. This is a growth opportunity and it's a growth opportunity simply because of the technology opportunity in front of us to keep, keep the engine's going. So we hear from right near, you know, on and off. But the new executive team at VM is very passionate about driving the success in the industry, keeping abreast of all the technology changes. It's been fantastic. Nothing but good things to say. >>Yes, insight inside partners, their players, we watched them watch their moves and so it's, you know, I heard Bill McDermott, the ceo of service now the other day talking about he called himself the rule of 60 where, you know, I always thought it was even plus growth, you know, add that up. And that's what he was talking about free cash flow. He's sort of changing the definition a little bit but but so what are you guys optimizing for you optimizing for growth? Are you optimising for Alberta? You optimizing for free cash flow? I mean you can't do All three. Right. What how do you think about that? >>Well, we're definitely optimizing for growth. No question. And one of the things that we've actually done in the past 12 months, 18 months is beginning to focus on annual recurring revenue. You see this in our statements, I know we're not public but we talk about the growth in A. R. R. So we're certainly focused on that growth in the annual recovering revenue and that that's really what we tracked too. And it aligns well with the cloud. If you look at the areas where we're investing in cloud native and the cloud and SAAS applications, it's very clear that that recurring revenue model is beneficial. Now We've been lucky, I think we're 13 straight quarters of double-digit growth. And and obviously they don't want to see that dip. They want to see that that growth continue. But we are optimizing on the growth trajectory. >>Okay. And you see you clearly have a 25% growth last quarter in A. R. R. Uh If I recall correctly, the number was evaluation was $5 billion last january. So obviously then, given that strategy, Dave Russell, that says that your tam is a lot bigger than just the traditional backup world. So how do you think about tam? I'll we'll close there >>and uh yeah, I think you look at a couple of different ways. So just in the backup recovery space or backup in replication to paying which one you want to use? You've got a large market there in excess of $8 billion $1 billion dollar ongoing enterprise. Now, if you look at recent i. D. C. Numbers, we grew and I got my handy HP calculator. I like to make sure I got this right. We grew 44.88 times faster than the market average year over year. So let's call that 45 times faster and backup. There's billions more to be made in traditional backup and recovery. However, go back to what we've been talking around digital transformation Danny talking about containers in the environment, deployment models, changing at the heart of backup and recovery where a data capture data management, data movement engine. We envision being able to do that not only for availability but to be able to drive the business board to be able to drive economies of scale faster for our organizations that we serve. I think the trick is continuing to do more of the same Danny mentioned, he knows the view's got lit. We haven't stopped doing anything. In fact, Danny, I think we're doing like 10 times more of everything that we used to be doing prior to the pandemic. >>All right, Danny will give you the last word, bring it home. >>So our goal has always been to be the most trusted provider of backup solutions that deliver modern data protection. And I think folks have seen at demon this year that we're very focused on that modern data protection. Yes, we want to be the best in the data center but we also want to be the best in the next generation, the next generation of I. T. So whether it be sas whether it be cloud VM is very committed to making sure that our customers have the confidence that they need to move forward through this digital transformation era. >>Guys, I miss flying. I mean, I don't miss flying, but I miss hanging with you all. We'll see you. Uh, for sure. Vim on 2022 will be belly to belly, but thanks so much for coming on the the virtual edition and thanks for having us. >>Thank you. >>All right. And thank you for watching everybody. This keeps continuous coverage of the mon 21. The virtual edition. Keep it right there for more great coverage. >>Mm

>>Bye from San Francisco. It's the cube covering RSA conference, 2020 San Francisco brought to you by Silicon angle media. >>Hey, welcome back. Everyone's keeps coverage here in San Francisco at the Moscone center for RSA conference 2020 I'm John, your host, as cybersecurity goes to the next generation as the new cloud scale, cyber threats are out there, the real impact a company's business and society will be determined by the industry. This technology and the people that a cube alumni here, caramel Jaffer, SVP, senior vice president of strategy and corporate development for iron net. Welcome back. Thanks to Shawn. Good to be here. Thanks for having so iron net FC general Keith Alexander and you got to know new CEO of there. Phil Welsh scaler and duo knows how to scale up a company. He's right. Iron is doing really well. The iron dome, the vision of collaboration and signaling. Congratulations on your success. What's a quick update? >> Well look, I mean, you know, we have now built the capability to share information across multiple companies, multiple industries with the government in real time at machine speed. >>Really bringing people together, not just creating collected security or clip to defense, but also collaborating real time to defend one another. So you're able to divide and conquer Goliath, the enemy the same way they come after you and beat them at their own game. >> So this is the classic case of offense defense. Most corporations are playing defense, whack-a-mole, redundant, not a lot of efficiencies, a lot of burnout. Exactly. Not a lot of collaboration, but everyone's talking about the who the attackers are and collaborating like a team. Right? And you guys talk about this mission. Exactly. This is really the new way to do it. It has, the only way it works, >> it is. And you know, you see kids doing it out there when they're playing Fortnite, right? They're collaborating in real time across networks, uh, to, you know, to play a game, right? You can imagine that same construct when it comes to cyber defense, right? >>There's no reason why one big company, a second big company in a small company can't work together to identify all the threats, see that common threat landscape, and then take action on it. Trusting one another to take down the pieces they have folk to focus on and ultimately winning the battle. There's no other way a single company is gonna be able defend itself against a huge decency that has virtually unlimited resources and virtually unlimited human capital. And you've got to come together, defend across multiple industries, uh, collectively and collaboratively. >> Do you mean, we talked about this last time and I want to revisit this and I think it's super important. I think it's the most important story that's not really being talked about in the industry. And that is that we were talking last time about the government protects businesses. If someone dropped troops on the ground in your neighborhood, the government would protect you digitally. >>That's not happening. So there's really no protection for businesses. Do they build their own militia? Do they build their own army? Who was going to, who's going to be their heat shield? So this is a big conversation and a big, it brings a question. The role of the government. We're going to need a digital air force. We're going to need a digital army, Navy, Navy seals. We need to have that force, and this has to be a policy issue, but in the short term, businesses and individuals are sitting out there being attacked by sophisticated mission-based teams of hackers and nation States, right? Either camouflaging or hiding, but attacking still. This is a huge issue. What's going on? Are people talking about this in D C well, >> John, look not enough. People are talking about it, right? And forget DC. We need to be talking about here, out here in the Silicon Valley with all these companies here at the RSA floor and bring up the things you're bringing up because this is a real problem we're facing as a nation. >>The Russians aren't coming after one company, one state. They're coming after our entire election infrastructure. They're coming after us as a nation. The Chinese maybe come after one company at a time, but their goal is to take our electoral properties, a nation, repurpose it back home. And when the economic game, right, the Iranians, the North Koreans, they're not focused on individual actors, but they are coming after individual actors. We can't defend against those things. One man, one woman, one company on an Island, one, one agency, one state. We've got to come together collectively, right? Work state with other States, right? If we can defend against the Russians, California might be really good at it. Rhode Island, small States can be real hard, defends against the Russians, but if California, Rhode Island come together, here's the threats. I see. Here's what it's. You see share information, that's great. Then we collaborate on the defense and work together. >>You take these threats, I'll take those threats and now we're working as a team, like you said earlier, like those kids do when they're playing fortnight and now we're changing the game. Now we're really fighting the real fight. >> You know, when I hear general Keith Alexander talking about his vision with iron net and what you guys are doing, I'm inspired because it's simply put, we have a mission to protect our nation, our people, and a good businesses, and he puts it into kind of military, military terms, but in reality, it's a simple concept. Yeah, we're being attacked, defend and attack back. Just basic stuff. But to make it work as the sharing. So I got to ask you, I'm first of all, I love the, I love what he has, his vision. I love what you guys are doing. How real are we? What's the progression? >>Where are we on the progress bar of that vision? Well, you know, a lot's changed to the last year and a half alone, right? The threats gotten a lot, a lot more real to everybody, right? Used to be the industry would say to us, yeah, we want to share with the government, but we want something back for, right. We want them to show us some signal to today. Industry is like, look, the Chinese are crushing us out there, right? We can beat them at a, at some level, but we really need the governor to go do its job too. So we'll give you the information we have on, on an anonymized basis. You do your thing. We're going to keep defending ourselves and if you can give us something back, that's great. So we've now stood up in real time of DHS. We're sharing with them huge amounts of data about what we're seeing across six of the top 10 energy companies, some of the biggest banks, some of the biggest healthcare companies in the country. >>Right? In real time with DHS and more to come on that more to come with other government agencies and more to come with some our partners across the globe, right? Partners like those in Japan, Singapore, Eastern Europe, right? Our allies in the middle East, they're all the four lenses threat. We can bring their better capability. They can help us see what's coming at us in the future because as those enemies out there testing the weapons in those local areas. I want to get your thoughts on the capital markets because obviously financing is critical and you're seeing successful venture capital formulas like forge point really specialized funds on cyber but not classic industry formation sectors. Like it's not just security industry are taking a much more broader view because there's a policy implication is that organizational behavior, this technology up and down the stack. So it's a much broad investment thesis. >>What's your view of that? Because as you do, you see that as a formula and if so, what is this new aperture or this new lens of investing to be successful in funding? Companies will look, it's really important what companies like forge point are doing. Venture capital funds, right? Don Dixon, Alberta Pez will land. They're really innovating here. They've created a largest cybersecurity focused fund. They just closed the recently in the world, right? And so they really focus on this industry. Partners like, Kleiner Perkins, Ted Schlein, Andrea are doing really great work in this area. Also really important capital formation, right? And let's not forget other funds. Ron Gula, right? The founder of tenable started his own fund out there in DC, in the DMV area. There's a lot of innovation happening this country and the funding on it's critical. Now look, the reality is the easy money's not going to be here forever, right? >>It's the question is what comes when that inevitable step back. We don't. Nobody likes to talk about it. I said the guy who who bets on the other side of the craps game in Vegas, right? You don't wanna be that guy, but let's be real. I mean that day will eventually come. And the question is how do you bring some of these things together, right? Bring these various pieces together to really create long term strategies, right? And that's I think what's really innovative about what Don and Alberto are doing is they're building portfolio companies across a range of areas to create sort of an end to end capability, right? Andrea is doing things like that. Ted's doing stuff like that. It's a, that's really innovation. The VC market, right? And we're seeing increased collaboration VC to PE. It's looking a lot more similar, right? And now we're seeing innovative vehicles like stacks that are taking some of these public sort of the reverse manner, right? >>There's a lot of interests. I've had to be there with Hank Thomas, the guys chief cyber wrenches. So a lot of really cool stuff going on in the financing world. Opportunities for young, smart entrepreneurs to really move out in this field and to do it now. And money's still silver. All that hasn't come as innovation on the capital market side, which is awesome. Let's talk about the ecosystem in every single market sector that I've been over, my 30 year career has been about a successful entrepreneurship check, capital two formation of partnerships. Okay. You're on the iron net, front lines here. As part of that ecosystem, how do you see the ecosystem formula developing? Is it the same kind of model? Is it a little bit different? What's your vision of the ecosystem? Look, I mean partnerships channel, it's critical to every cyber security company. You can't scale on your own. >>You've got to do it through others, right? I was at a CrowdStrike event the other day. 91% of the revenue comes from the channel. That's an amazing number. You think about that, right? It's you look at who we're trying to talk about partnering with. We're talking about some of the big cloud players. Amazon, Microsoft, right? Google, right on the, on the vendor side. Pardon me? Splunk crashes, so these big players, right? We want to build with them, right? We want to work with them because there's a story to tell here, right? When we were together, the AECOS through self is defendant stronger. There's no, there's no anonymity here, right? It's all we bring a specialty, you bring specialty, you work together, you run out and go get the go get the business and make companies safer. At the end of the day, it's all about protecting the ecosystem. What about the big cloud player? >>Cause he goes two big mega trends. Obviously cloud computing and scale, right? Multi-cloud on the horizon, hybrids, kind of the bridge between single public cloud and multi-cloud and then AI you've got the biggies are generally will be multiple generations of innovation and value creation. What's your vision on the impact of the big waves that are coming? Well, look, I mean cloud computing is a rate change the world right? Today you can deploy capability and have a supercomputer in your fingertips in in minutes, right? You can also secure that in minutes because you can update it in real time. As the machine is functioning, you have a problem, take it down, throw up a new virtual machine. These are amazing innovations that are creating more and more capability out there in industry. It's game changing. We're happy, we're glad to be part of that and we ought to be helping defend that new amazing ecosystem. >>Partnering with companies like Microsoft. They didn't AWS did, you know, you know, I'm really impressed with your technical acumen. You've got a good grasp of the industry, but also, uh, you have really strong on the societal impact policy formulation side of government and business. So I want to get your thoughts for the young kids out there that are going to school, trying to make sense of the chaos that's going on in the world, whether it's DC political theater or the tech theater, big tech and in general, all of the things with coronavirus, all this stuff going on. It's a, it's a pretty crazy time, but a lot of work has to start getting done that are new problems. Yeah. What is your advice as someone who's been through the multiple waves to the young kids who have to figure out what half fatigue, what problems are out there, what things can people get their arms around to work on, to specialize in? >>What's your, what's your thoughts and expertise on that? Well, John, thanks for the question. What I really like about that question is is we're talking about what the future looks like and here's what I think the future looks like. It's all about taking risks. Tell a lot of these young kids out there today, they're worried about how the world looks right? Will America still be strong? Can we, can we get through this hard time we're going through in DC with the world challenges and what I can say is this country has never been stronger. We may have our own troubles internally, but we are risk takers and we always win. No matter how hard it gets them out of how bad it gets, right? Risk taking a study that's building the American blood. It's our founders came here taking a risk, leaving Eagle to come here and we've succeeded the last 200 years. >>There is no question in my mind that trend will continue. So the young people out there, I don't know what the future has to hold. I don't know if the new tape I was going to be, but you're going to invent it. And if you don't take the risks, we're not succeed as a nation. And that's what I think is key. You know, most people worry that if they take too many risks, they might not succeed. Right? But the reality is most people you see around at this convention, they all took risks to be here. And even when they had trouble, they got up, they dust themselves off and they won. And I believe that everybody in this country, that's what's amazing about the station is we have this opportunity to, to try, if we fail to get up again and succeed. So fail fast, fail often, and crush it. >>You know, some of the best innovations have come from times where you had the cold war, you had, um, you had times where, you know, the hippie revolution spawn the computer. So you, so you have the culture of America, which is not about regulation and stunting growth. You had risk-taking, you had entrepreneurship, but yet enough freedom for business to operate, to solve new challenges, accurate. And to me the biggest imperative in my mind is this next generation has to solve a lot of those new questions. What side of the street is the self driving cars go on? I see bike lanes in San Francisco, more congestion, more more cry. All this stuff's going on. AI could be a great enabler for that. Cyber security, a direct threat to our country and global geopolitical landscape. These are big problems. State and local governments, they're not really tech savvy. They don't really have a lot ID. >>So what do they do? How do they serve their, their constituents? You know, look John, these are really important and hard questions, but we know what has made technology so successful in America? What's made it large, successful is the governor state out of the way, right? Industry and innovators have had a chance to work together and do stuff and change the world, right? You look at California, you know, one of the reasons California is so successful and Silicon Valley is so dynamic. You can move between jobs and we don't enforce non-compete agreements, right? Because you can switch jobs and you can go to that next higher value target, right? That shows the value of, you know, innovation, creating innovation. Now there's a real tendency to say, when we're faced with challenges, well, the government has to step in and solve that problem, right? The Silicon Valley and what California's done, what technology's done is a story about the government stayed out and let innovators innovate, and that's a real opportunity for this nation. >>We've got to keep on down that path, even when it seemed like the easier answer is, come on in DC, come on in Sacramento, fix this problem for us. We have demonstrated as a country that Americans and individual are good at solve these problems. We should allow them to do that and innovate. Yeah. One of my passions is to kind of use technology and media to end communities to get to the truth faster. A lot of, um, access to smart minds out there, but young minds, young minds, uh, old minds, young minds though. It's all there. You gotta get the data out and that's going to be a big thing. That's the, one of the things that's changing is the dark arts of smear campaigns. The story of Bloomberg today, Oracle reveals funding for dark money, group biting, big tech internet accountability projects. Um, and so the classic astroturfing get the Jedi contract, Google WASU with Java. >>So articles in the middle of all this, but using them as an illustrative point. The lawyers seem to be running the kingdom right now. I know you're an attorney, so I'm recovering, recovering. I don't want to be offensive, but entrepreneurship cannot be stifled by regulation. Sarbanes Oxley slowed down a lot of the IPO shifts to the latest stage capital. So regulation, nest and every good thing. But also there's some of these little tactics out in the shadows are going to be revealed. What's the new way to get this straightened out in your mind? We'll look, in my view, the best solution for problematic speech or pragmatic people is more speech, right? Let's shine a light on it, right? If there are people doing shady stuff, let's talk about it's an outfit. Let's have it out in the open. Let's fight it out. At the end of the day, what America's really about is smart ideas. >>Winning. It's a, let's get the ideas out there. You know, we spent a lot of time, right now we're under attack by the Russians when it comes to our elections, right? We spent a lot of time harping at one another, one party versus another party. The president versus that person. This person who tells committee for zap person who tells committee. It's crazy when the real threat is from the outside. We need to get past all that noise, right? And really get to the next thing which is we're fighting a foreign entity on this front. We need to face that enemy down and stop killing each other with this nonsense and turn the lights on. I'm a big believer of if something can be exposed, you can talk about it. Why is it happening exactly right. This consequences with that reputation, et cetera. You got it. >>Thanks for coming on the queue. Really appreciate your insight. Um, I want to just ask you one final question cause you look at, look at the industry right now. What is the most important story that people are talking about and what is the most important story that people should be talking about? Yeah. Well look, I think the one story that's out there a lot, right, is what's going on in our politics, what's going on in our elections. Um, you know, Chris Krebs at DHS has been out here this week talking a lot about the threat that our elections face and the importance about States working with one another and States working with the federal government to defend the nation when it comes to these elections in November. Right? We need to get ahead of that. Right? The reality is it's been four years since 2016 we need to do more. That's a key issue going forward. What are the Iranians North Koreans think about next? They haven't hit us recently. We know what's coming. We got to get ahead of that. I'm going to come again at a nation, depending on staff threat to your meal. Great to have you on the QSO is great insight. Thanks for coming on sharing your perspective. I'm John furrier here at RSA in San Francisco for the cube coverage. Thanks for watching.

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome back to San Diego. Everybody watching the Cube, the leader and live check coverage. My name is David Locke. I'm here with my co host student in recovering Day to hear Sisqo live. 2019 on. On On. On on. Oswald is here. Excuse me. Sees the senior vice president of enterprise networking Engineering at Cisco. And John A postal, a polis. Italians in the Greeks. We have a lot in common. He is the VP and CTO of Enterprise Network. And get Sisko. Gentlemen, welcome to the Cube. How'd I do? Do you know it? Also, that you're bad, right? Thank you. All right, Good. Deal it out. Let's start with you. You guys have had a bunch of news lately. Uh, you're really kind of rethinking access to the network. Can you explain what's behind that to our audience? >> Yeah, even think about it. The network is getting has running more and more critical. Infrastructure at the same time is increasing. Bottom scale and complexity. What? We expected that you'll only be obvious. Violence on workspace is on the move. Are you? You're working here in your office, in the cafe, The sock off everywhere you want. An uninterrupted unplugged experience for that is violence. First, it's cloud driven and is dead optimist. So we had to rethink our way to access. It's not just about your laptops and your fool on the wireless network. In the end of the digital management systems, Coyote devices, everything is going to provide us with means reaching the access on that. But >> so, John, this obviously ties into, you know, you hear all the buzz about five g and WiFi. Six. Can you explain the connection? And you know what? We need to know about that. >> Okay, it's so fine. Five. Jean WiFi 62 new wireless technologies coming about now, and they're really awesome. So y fi six is the new version. WiFi. It's available today, and it's going to be available for down predominately indoors as wi WiFi indoors and high density environments where you need a large number. Large data bait for square meter una WiFi. Once again, the new WiFi six fight in the coverage indoors uh, five is going to be used predominately outdoors in the cellular frequency. Replacing conventional for Geo lt will provide you The broad coverage is your roam around outdoors. And what happens, though, is we need both. You need great coverage indoors, which wife Isis can provide, and you need great coverage outdoors. Which five year cried >> for G explosion kind of coincided with mobile yet obviously, and that caused a huge social change. And, of course, social media took off. What should we expect with five G? Is it? You know, I know adoption is gonna take a while. I'll talk about that, but it feels like it's more sort of be to be driven, but but maybe not. Can you >> see why 5 65 gr actually billions Some similar fundamental technology building blocks? You know you will be in the ball game for the Warriors game like a few weeks ago when they were winning on DH. After a bit of time to send that message. Video your kid something on the WiFi slow laden Z with WiFi, 61 have a problem. The WiFi six has four times the late in C 14. The throughput and capacity has existing y find Lowell Agency and also the battery life. You know, people say that that is the most important thing today. Like in the mass Maharaj three times the battery life for WiFi, 16 points. So you're gonna see a lot of use cases where you have inter walking within 556 and five g WiFi six foot indoors and find you for outdoor and some small overlap. But the whole idea is how do you ensure that these two disparate access networks are talking to each other explaining security policy and it is invisibility. >> Okay, so first what? Your warriors fan, right? Yeah. Awesome way. Want to see the Siri's keep going, baby? That was really exciting. Because I'm a Bruins fan, sir, on the plane the other night and in the JetBlue TV. Shut down, you know, So I immediately went to the mobile, But it was terrible experience, and I was going crazy checks in my friends. What's happening? You say that won't happen? Yeah, with five Julia and WiFi sexy. Exactly. Awesome. >> So, John, help connect for us. Enterprise. Not working. We've been talking about the new re architectures. You know, there's a c I there now intent based networking. How does this play into the five G and WiFi six discussion that we're having today? >> So one of the things that really matters to our customers and for everybody, basically, they want these sort of entering capability. They had some device is they want to talk to applications. They want access to data. We want to talk with other people or try ot things. So you need this sort of end twin capability wherever the ends are. So one of the things I've been working on a number of years now it's first all intent Basin that working, which we announced two and 1/2 years ago. And then multi domain, we try to connect across the different domains. Okay, well across campus and when, and data center all the way to the cloud and across the Service Fighter network and trad security has foundational across all of these. This was something that David Buckler and Chuck Robbins talked about at their keynote yesterday, and this is a huge area for us because we're going to make this single orchestrated capability crop customers to connect and to and no matter where the end of ices are >> alright so sewn on I have to believe that it's not the port, you know, administrator saying, Oh my God, I have all these signs of them. Is this where machine learning in A I come in to help me with all these disparate system absolutely are going very simple. Any user on any device had access to any application. Sitting in a data center in a cloud of multiple clouds over any network, you want that securely and seamlessly. You also wanna have nature. Its whole network is orchestrator automated, and you're the right visibility's recipes for idea on with the business insights on the eye. An ML. What's happening is there for the next book is going in complexity and skill. The number of alerts are growing up, so you are not able to figure it out. That's where the power of a I and machine learning comes. Think about it in the industry revolution, the Industrial Revolution made sure that you are. You don't have limitations or what humans can do right, like machines. And now we want to make sure businesses can benefit in the digital revolution, you know, in limited by what I can pass through all the logs and scrolls on ornament. Everything and that's the power of air and machine learning >> are there use cases where you would want some human augmentation. We don't necessarily want the machine taking over for you or Or Do you see this as a fully automated type of scenario? >> Yeah, so what happens is first ball visibility is really, really important. The operator of an effort wants the visibility and they want entwined across all these domains. So the first thing we do is we apply a lot of machine learning to get to take that immense amount of data is an unmentioned and to translate it into piece of information to insights into what's happening so that we could share to the user. And they can have visibility in terms of what's happened, how well it's happening. Are they anomalies? Are is this security threat so forth? And then we can find them additional feedback. Hate. This is anomaly. This could be a problem. This is the root cause of the problem, and we believe these are the solutions for what do you want to do? You wantto Do you want actuate one of these solutions and then they get to choose. >> And if you think of any other way, our goal is really take the bits and bytes of data on a network. Convert that data into information that information into insights that inside that lead to outcomes. Now you want. Also make sure that you can augment the power of a machine. Learning on those insights, you can build on exactly what's happening. For example, you want first baseline, your network, what's normal for your environment and when you have deviations and that anomalies. Then, you know, I don't know exactly what the problem is. Anyone automated the mediation of the problem. That's the power of A and women you >> When you guys as engineers, when you think about, you know, applying machine intelligence, there's a lot of, you know, innovation going on there. Do you home grow that? Do you open source it? Do you borrow? Explain the philosophy there in terms of it. From a development standpoint, >> development point of it is a combination of off all the aspects, like we will not green when they leave it all the exists. But it's always a lot of secrets are that you need to apply because everything flows through the network, right? If everything first netbooks, this quarter of information is not just a data link, their data source as well. So taking this district's also information. Normalizing it, harmonizing it, getting a pretty language. Applying the Alberta and machine learning, for example. We do that model, model learning and training in the clouds. Way to infants in the cloud, and you pushed the rules down. There's a combination, all of all, of that >> right, and you use whatever cloud tooling is available. But it sounds like it's really from an interest from a Cisco engineering standpoint. It's how you apply the machine intelligence for the benefit of your customers and those outcomes versus us. Thinking of Sisko is this new way I company right. That's not the ladder. It's the former. Is that >> fair? One of the things that's really important is that, as you know, Cisco has been making, uh, we've been designing a six for many years with really, really rich telemetry and, as you know, Data's key to doing good machine learning and stuff. So I've been designing the A six to do really time at wire speed telemetry and also to do various sorts of algorithmic work on the A six. Figure out. Hey, what is the real data you want to send up? And then we have optimized the OS Iowa sexy to be able to perform various algorithms there and also post containers where you could do more more machine learning at the switch at the router, even in the future, maybe at the A P and then with DNA Center way, have been able to gather all the data together in a single data life where we could form a machine learning on top. >> That's important, Point John mentioned, because you want Leo want layers and analytics. And that's why the cattle's 91 191 20 access point we launch has Cisco are basic that provides things like cleaning for spectrum were also the analytic from layer one level are literally a seven. I really like the line, actually from Chuck Robbins, yesterday said. The network sees everything, and Cisco wants to give you that visibility. Can you walk us through some of the new pieces? What, what what people, Either things that they might not have been aware of our new announcements this week as part of the Sisko, a network analytics, announced three things. First thing is automated based lining. What it really means. Is that what's normal for your environment, right? Because what's normal for your own environment may not be the same for my environment. Once I understand what that normal baseline is, then, as I have deviations I canto anomaly detection, I can call it an aggregate issues I can really bring down. Apply here and machine learning and narrow down the issues that are most critical for you to look at right now. Once and Aragon exact issue. I wanted the next thing, and that is what we call machine. Reasoning on machine reasoning is all about ordering the workflow off what you need to do to debug and fix the problem. You want the network to become smarter and smarter, the more you use it on. All of this is done through model learning and putting in the clouds infants in the cloud and pushing it down the rules as way have devices on line on time. So, >> do you see the day? If you think about the roadmap for for machine intelligence, do you see the day where the machine will actually do the remediation of that workflow. >> Absolutely. That's what we need to get you >> when you talk about the automated base lining is obviously a security, you know, use case there. Uh, maybe talk about that a little bit. And are there others? It really depends on your objective, right? If my objective is to drive more efficiency, lower costs, I presume. A baseline is where you start, right? So >> when I say baseline what I mean really, like, say, if I tell you that from this laptop to connect on a WiFi network, it took you three seconds and ask, Is that good or bad? You know, I don't know what the baseline for his environment. What's normal next time? If you take eight seconds on your baseline street, something is wrong. But what is wrong isn't a laptop issue isn't a version on the on your device is an application issue on network issue and our issue I don't know. That's why I'm machine learning will do exactly what the problem is. And then you use machine reasoning to fix a problem. >> Sorry. This is probably a stupid question, but how much data do you actually need. And how much time do you need to actually do a good job in that? That type of use case? >> What happens is you need the right data, Okay? And you're not sure where the right data is originally, which we do a lot of our expertise. It's this grass for 20 years is figuring out what the right data is and also with a lot of machine learning. We've done as well as a machine reason where we put together templates and so forth. We've basically gathered the right made for the right cause for the customer. And we refined that over time. So over time, like this venue here, the way this venue network, what it is, how it operates and so forth varies with time. We need to weigh need to refine that over time, keep it up to date and so forth. >> And when we talk about data, we're talking about tons of metadata here, right? I mean, do you see the day where there'll be more metadata than data? Yeah, it's a rhetorical question. All right, so So it's true you were hearing >> the definite zone. Lots of people learning about a building infrastructure is code. Tell us how the developer angle fits into what we've been discussing. >> Here we ask. So what happens is is part of intent based on African key parts of automation, right? And another key parts. The assurance. Well, it's what Devon it's trying to do right now by working with engineering with us and various partners are customers is putting together one of the key use cases that people have and what is code that can help them get that done. And what they're also doing is trying to the looking through the code. They're improving it, trying to instill best practice and stuff. So it's recently good po'd people can use and start building off. So we think this could be very valuable for our customers to help move into this more advanced automation and so forth. >> So architecture matters. We've touched upon it. But I want you to talk more about multi domain architectures wear Chuck Robbins. You know, talk about it. What is it? Why is it such a big deal on DH? How does it give Sisko competitive advantage? >> Think about it. I mean, my dad go being architectures. Nothing but all the components of a modern enterprise that look behind the scenes from giving access to a user or device to access for application and everything in between. Traditionally, each of these domains, like an access domain, the land domain can have 100 thousands off network know that device is. Each of these are configured General Manual to see a live my domain architectures almost teaching these various domains into one cohesive, data driven, automated programmable network. Your campus, your branch, your ran. But he doesn't and cloud with security as an integral part of it if it all. >> So it's really a customer view of an architecture isn't? Yeah, absolutely. Okay, that's good. I like that answer. I thought you're going to come out with a bunch of Cisco No mumbo jumbo in secret sauce. Now it really is you guys thinking about Okay, how would our customers need to architect there? >> But if you think about it, it's all about customer use case, for example, like we talked earlier today, we were walking everywhere on the bull's eye, in the cafe, in office and always on the goal. You're accessing your business school applications, whether it's webex salesforce dot com, 40 65. At the same time you're doing Facebook and what's happened. YouTube and other applications. Cisco has the van Domain will talk to Sisko. The domains action escalates and policies. So now you can cry tears the application that you want, which is business critical and fixing the night watchers but miss experience for you. But you want the best experience for that matter, where you are well >> on the security implications to I mean, you're basically busting down the security silos. Sort of the intent here, right? Right. Last thoughts on the show. San Diego last year. Orlando. We're in Barcelona earlier this year. >> I think it's been great so far. If you think about it in the last two years, we fill out the entire portfolio for the new access network when the cattle is 90. 100. Access points with WiFi six Switches Makes emission Campus core. Waterston, Controller Eyes for Unified Policy Data Center for Automation Analytics. Delia Spaces Business Insights Whole Access Network has been reinvented on It's a great time. >> Nice, strong summary, but John will give you the last word. >> What happens here is also everything about It says that we have 5,000 engineers have been doing this a couple years and we have a lot more in the pipe. So you're going to Seymour in six months from now Morn. Nine months and so forth. It's a very exciting time. >> Excellent. Guys. It is clear you like you say, completing the portfolio positioning for the next wave of of access. So congratulations on all the hard work I know a lot goes into it is Thank you very much for coming. All right, Keep it right there. David. Dante was stupid. And Lisa Martin is also in the house. We'll get back with the Cube. Sisqo live 2019 from San Diego.

live from Stanford University in Palo Alto California it's the cube covering women in data science conference 2018 brought to you by Stanford welcome to the cube we are alive at Stanford University I'm Lisa Martin and we are at the 3rd annual women in data science conference or woods whiz if you're not familiar is a one-day technical conference that has keynote speakers technical vision talks as well as a career panel and we are fortunate to have guests from all three today it's also an environment it's really a movement that's aimed at inspiring and educating data scientists globally and supporting women in the field this event is remarkable in its third year they are expecting to reach sit down for this 100,000 people today we were here at Stanford this is the main event in person but there's over 150 plus regional events around the globe in 50 plus countries and I think those numbers will shift up during the day and I'll be sure to brief you on that we're excited to be joined by one of the speakers featured on mainstage this morning not only a cube alum not returning to us but also the first ever female president of Harvey Mudd College dr. Maria Klawe a maria welcome back to the cube thank you it's great to be here it's so exciting to have you here I love you representing with your t-shirt there I mentioned you are the first-ever female president of Harvey Mudd you've been in this role for about 12 years and you've made some pretty remarkable changes there supporting women in technology you gave some stats this morning in your talk a few minutes ago share with us what you've done to improve the percentages of females in faculty positions as well as in this student body well the first thing I should say is as president I do nothing nothing it's like a good job the whole thing that makes it work at Harvey Mudd is we are community that's committed to diversity and inclusion and so everything we do we try to figure out ways that we will attract people who are underrepresented so that's women in areas like computer science and engineering physics it's people of color in all areas of science and engineering and it's also LGTB q+ i mean it's you know it's it's muslims it's it's just like all kinds of things and our whole goal is to show that it doesn't matter what race you are doesn't matter what gender or anything else if you bring hard work and persistence and curiosity you can succeed i love that especially the curiosity part one of the things that you mentioned this morning was that for people don't worry about the things that you you might think you're not good at i thought that was a very important message as well as something that I heard you say previously on the cube as well and that is the best time that you found to reach women young women and to get them interested in stem as even a field of study is the first semester in college and I should with you off camera that was when I found stem in biology tell me a little bit more about that and how what are some of the key elements that you find about that time in a university career that are so I guess right for inspire inspiration so I think the thing is that when you're starting in college if somebody can introduce you to something you find fun engaging and if you can really discover that you can solve major issues in the world by using these ideas these concepts the skills you're probably going to stay in that and graduate in that field whereas if somebody does that to when you're in middle school there's still lots of time to get put off and so our whole idea is that we emphasize creativity teamwork and problem-solving and we do that whether it's in math or an engineering or computer science or biology we just in all of our fields and when we get young women and young men excited about these possibilities they stick with it and I love that you mentioned the word fun and curiosity I can remember exactly where I was and bio 101 and I was suddenly I'd like to biology but never occurred to me that I would ever have the ability to study it and it was a teacher that showed me this is fun and also and I think you probably do this too showed that you believe in someone you've got talent here and I think that that inspiration coming from a mentor whether you know it's a mentor or not is a key element there that is one that I hope all of the the viewers today and the women that are participating in which have the chance to find so one of the things every single one of us can do in our lives is encourage others and you know it's amazing how much impact you can have I met somebody who's now a faculty person at Stanford she did her PhD in mechanical engineering her name is Allison Marsden I hadn't seen her for I don't know probably almost 12 years and she said she came up to me and she said I met you just as I was finishing my PhD and you gave me a much-needed pep talk and you know that is so easy to do believing in people encouraging them and it makes so much difference it does I love that so wins is as I mentioned in the third annual and the growth that they have seen is unbelievable I've not seen anything quite like it in in tech in terms of events it's aimed at inspiring not just women and data science but but data science in general what is it about wizz that attracted you and what are some of the key things that you shared this morning in your opening remarks well so the thing that attracts me about weeds is the following data science is growing exponentially in terms of the job opportunities in terms of the impact on the world and what I love about withes is that they had the insight this flash of genius I think that they would do a conference where all the speakers would be women and just that they would show that there are women all over the world who are contributing to data science who are loving it who are being successful and it's it's the crazy thing because in some ways it's really easy to do but nobody had done it right and it's so clear that there's a need for this when you think about all of the different locations around the world that are are doing a width version in Nigeria in Mumbai in London in you know just all across the world there are people doing this yeah so the things I shared are number one oh my goodness this is a great time to get into data science it's just there's so many opportunities in terms of career opportunities but there's so many opportunities to make a difference in the world and that's really important number two I shared that it's you never too old to learn math and CS and you know my example is my younger sister who's 63 and who's learning math and computer science at the northern Alberta Institute of Technology Nate all the other students are 18 to 24 she suffers from fibromyalgia she's walked with a walker she's quite disabled she's getting A's and a-pluses it's so cool and you know I think for every single person in the world there's an opportunity to learn something new and the most important thing is hard work and perseverance that it's so much more important than absolutely anything else I agree with that so much it's it's such an inspiring time but I think that you said there was clearly a demand for this what Wits has done in such a short time period demonstrates massive demand the stats that I was reading the last couple of days that show that women with stem degrees only 26% of them are actually working in STEM fields that's very low and and even can start from things like how how companies are recruiting talent and the messages that they're sending may be the right ones maybe not so much so I have a great example for you about companies recruiting talent so about three years ago I was no actually almost four years ago now I was talking in a conference called HR 50 and it's a conference that's aimed at the chief human resource officers of 50 multinationals and my talk I was talking for 25 minutes on how to recruit and retain women in tech careers and afterwards the chief HR officer from Accenture came up to me and she said you know we hire 17,000 software engineers a year Justin India 17,000 and she said we've been coming in at 30 percent female and I want to get that up to 45 she said you told me some really good things I could use she she said you told me how to change the way we advertise jobs change the way we interview for jobs four months later her name is Ellen Chowk Ellen comes up to me at another conference this has happens to be the most powerful women's summit that's run by Fortune magazine every year and she comes up and she says Maria I implemented different job descriptions we changed the way we interview and I also we started actually recruiting at Women's College engineering colleges in India as well as co-ed once she said we came in at 42% Wow from 30 to 42 just making those changes crying I went Ellen you owe me you're joining my more my board and she did right and you know they have Accenture has now set a goal of being at 50/50 in technical roles by 2025 Wow they even continued to come in all around the world they're coming in over 40% and then they've started really looking at how many women are being promoted to partners and they've moved that number up to 30% in the most recent year so you know it's a such a great example of a company that just decided we're gonna think about how we advertise we're going to think about how we interview we're gonna think about how we do promotions and we're going to make it equitable and from a marketing perspective those aren't massive massive changes so whether it expects quite simple exactly yeah these are so the thing I think about so when I look at what's happening at Harvey Mudd and how we've gotten more women into computer science engineering physics into every discipline it's really all about encouragement and support it's about believing in people it's about having faculty who when they start teaching a class the perhaps is technically very rigorous they might say this is a really challenging course every student in this course who works hard is going to succeed it's setting that expectation that everyone can succeed it's so important I think back to physics and college and how the baseline was probably 60% in terms of of grades scoring and you went in with intimidation I don't know if I can do this and it sounds like again a such a simple yet revolutionary approach that you're taking let's make things simple let's be supportive and encouraging yet hopefully these people will get enough confidence that they'll be able to sustain that even within themselves as they graduate and go into careers whether they stay in academia or go in industry and I know you've got great experiences in both I have I so I've been very lucky and I've been able to work both in academia and in industry I will say so I worked for IBM Research for eight years early in my career and you know I tribute a lot of my success as a leader since then to the kind of professional development that I got as a manager at IBM Research and you know what I think is that I there's not that much difference between creating a great learning environment and a great work environment and one of the interesting results that came out of a study at Google sometime in the last few months is they looked at what made senior engineering managers successful and the least important thing was their knowledge of engineering of course they all have good knowledge of engineering but it was empathy ability to mentor communication skills ability to encourage all of these kinds of things that we think of as quote unquote soft skills but to actually change the world and and on those sasuke's you know we hear a lot about the hard skills if we're thinking about data scientists from a role perspective statistical analysis etcetera but those soft skills empathy and also the ability to kind of bring in different perspectives for analyzing data can really have a major impact on every sector and socially in the world today and that's why we need women and people of color and people who are not well represented in these fields because data science is changing everything in the world absolutely is and if we want those changes to be for the better we really need diverse perspectives and experiences influencing things that get made because you know algorithms are not algorithms can be hostile and negative as well as positive and you know good for the world and you need people who actually will raise the questions about the ethics of algorithms and how it gets used there's a great book about how math can be used for the bad of humanity as well as the good of humanity and until we get enough people with different perspectives into these roles nobody's going to be asking those questions right right well I think with the momentum that we're feeling in this movement today and it sounds like what you're being able to influence greatly at Mudd for the last twelve years plus there is there are our foundations that are being put in place with not just on the education perspective but on the personal perspective and in inspiring the next generation giving them helping them I should say achieve the confidence that they need to sustain them throughout their career summary I thank you so much for finding the time to join us this morning on the cube it's great to have you back and we can't wait to talk to you next year and hear what great things do you influence and well next twelve months well it's wonderful to have a chance to talk with you as well thank you so much excellent you've been watching the cube we're live at Stanford University for the third annual women in data science wins conference join the conversation hashtag wins 2018 I'm Lisa Martin stick around I'll be right back with my next guest after a short break

(soft music) >> Narrator: Live from Las Vegas Navada, it's theCUBE, covering Accelerate 2017, brought to you by Fortinet. Now here are your hosts, Lisa Martin, and Peter Burris. (soft music) >> Hey welcome back to theCUBE, I'm Lisa Martin with my co-host Peter Burris. We're coming to you live from Las Vegas, we're with Fortinet today, at their Accelerate 2017 event, which brings together end-users, over 700 partners from 93 countries, great buzz today, very excited to be joined by Richard Hannah, who is the VP of information services at Gibson Energy. Richard, welcome to theCUBE. >> Thank you for having me. >> Great to have you here, first and foremost, Richard, help us understand, what is VP of information services? >> So maybe first off, I'll just explain Gibson Energy. >> Yes, that was probably my first question. (laughs) >> So Gibson Energy is a Calgary Canada based midstream oil and gas company. But we do have locations throughout North America. In all the major oil base in throughout North America. We're considered a mid-stream oil and gas company, which if you, the categories of the, of the Energy industry is really, upstream would be the companies, that are taking the product under the ground. Downstream would be closer to retail, and we're in the middle, so midstream side, so basically that entails, logistics, so, think trucking, train, some moving of the oil and gas, um, infrastructure, around storage, um >> You're getting into refinery >> Pipelines that kind of stuff, yeah, and then the marketing side, would be, the actual going to the end customers, so our marketing group would be looking for the end customer, like refineries et cetera. So that's kind of what makes up, makes up our company. About two, over 200 locations, pretty complex business. So to your question, Gibson is a 60 year old company never had a kind of a senior IT leader in its history, but through a number of acquisitions, we had doubled in size, kind of coming into, 2013, and so I was hired as their first VP of IT, and basically look after all of the strategy around technology, the operations around technology, security of technology for the company. >> So a lot of companies are now looking at IT as not just handling the operations of known processes and by known processes, I mean accounting, HR et cetera, >> Right. >> But they're actually looking at IT to be a partner in going after opportunities, that may not be so well formed. >> Right. >> That may require analytics or be dependent upon analytics, is Gibson starting to think in those terms? Is that a part of your remit as an executive within Gibson, is to help think that process through? >> Definitely yeah, I think you know, there's obviously the normal day to day keep the lights on, of IT, and there were some, major investments, and transformations if you will, that needed to happen on the technology side, and that's kind of what went on in the, say the 2015 to 2016 range, but now we are actually, you know as you discussed, we're actually now looking at ways of using technology to add value to the company, I think, you know IoT, is a great example of that, we're doing some interesting things with IoT, doing some interesting things with HoloLens, so we're actually starting to, you know, be that true, kind of, strategic enabler for the company. >> Well talk about some of those IoT opportunities, I mean, certainly, in the midstream oil and gas universe, there's a lot of very, very expensive equipment >> Right. >> But it has to be maintained and taken care of. So how is IoT starting to impact the way, the business operates >> [Right. So yeah, as you mentioned, we have, you know, thousands and thousands of devices in the field. >> Peter: Not little tiny things. >> Not little tiny things >> No. >> These are big things. >> Yeah. >> Bigger than a bread box kind of stuff. >> Exactly. So, um, you know, before the concept of IoT, um, any monitoring, or data that you had to get off any of those devices, was largely manual, or didn't exist at all. So a great example of our first, interest in IT was with one of our disposal wells, well sites, in the middle of Alberta, and, basically, you know, it disposes of things that can't be used within the, you know, within the downstream side of the business, so it environmentally safely disposes of dirt and mud and those types of things, water, a lot of water that obviusly comes out of the production side. So that disposal well, think of it as a large heater that, heats up to you known large, you know, temperatures and as part of the disposal process. So prior to IoT, there was no way to really have any data on how that well was functioning, and when was the proper time to actually do preventative maintenance on the well. So we connected the well to you know, using IoT technology, through to the Cloud, and then, and then provide an analytics on the back end, to actually provide information on how that well was actually performing, from a heating standpoint, et cetera. So the operation team can actually, now real time, look at how that well is performing, and then perform maintenance when it's actually time to do it versus just doing it, you know based on gut feel. So save you know, thousands of hours of maintenance, thousands of man time, et cetera, so that's just one example of how we're connecting, you know, some of our devices. We are actually now starting to connect our our weight scale, which is part of our our logistic side of things. So again, prior to connecting those, the weight scale, somebody actually had to go out and take the measurements, write them down, take them back and put them into the operational system. Now, we can do that real time as well. So considerable efficiencies gained at the same time, you mentioned the word transformation before, I think you both did, you also talked about this growth there, so from a Cloud journey perspective, as we think of transformation in that sense, what is what's been the strategy that you've been employing as your generating, bringing more IoT devices online, to support the business, make it more efficient. What has your journey to the Cloud been, especially related to the growth that's happened in such a quick pace? >> Right. So, when I arrived back in 2013, as I mentioned, there was a fair bit of transformation that had to happen, on the IT side, and we're talking, you know, new ERP, new, so a lot on the application side including, new ERP et cetera, but on the infrastructure side, we required, again, a lot of transformations, sorry to keep using that word, but I think it's overused a lot, but it's the best way to describe what was happening. >> Evolution, transformation >> But, everything from our network, to our data centers, to security et cetera. So on the data center side, because of, the number of acquisitions the company went through, we actually, were sitting with seven data centers, and for a company our size, I mean way too many data centers a lot of cost, a lot of, you know, man power, to maintain those data centers, four of them in the US, three of them in Canada. So part of our strategy as a pertain to data center, was to consolidate, and you know I remember the kind of as we spoke about the strategy, was we need to move from somewhere from seven to less than seven, and zero was the right answer. (laughs) So meaning, wanted to get out of the data center business, and wanted to to go to the Cloud as much as possible. So we're now on that journey, we have, by the end of 2017, we'll have one physical data center, and the rest will be in the Cloud with Azure. >> And you're on that journey with Microsoft Azure, which is a big technology, alliance partner with Fortinet. Talk to us about the consolidation of data centers, and where does the security angle enter the picture, is it there from the beginning or is it something that has evolved as you transformed? >> I would say, largely evolved, so as we started architecting our, our cloud strategy with Azure, I mean Azure comes with, you know, a lot of security components, but at the same time we wanted to be in control of our own destiny as it were, as it pertains a security, so we wanted to have access to the firewall side of things, so that's how we got into working with Fortinet. And it was, we had never been a Fortinet customer prior to that, but as we looked at how to we secure Azure and how do we provide access to our network team, as it pertains to our connectivity to the cloud. Fortinet kind of, came out as the clear winner, through our due diligence, and we've been quite impressed with their capabilities, their partnership with Microsoft and Azure and their, you know, their ability that helped us architect a real secure solution as pertains to our cloud connectivity. So over the next couple of years, you're going to see more IoT? >> Definitely, that's 2017, I's say you know, two main strategies for 2017, security and IoT. >> So are you going to be seeing more edge oriented IoT >> Yes. >> So you're going to be, doing a fair amount of processing close to the end because of physics, so one of the things that we say, is we think that there's going to be less data move back to the Cloud, and more Cloud move to the edge. >> Right. >> How are, how do you see the relationship between, midstream oil and gas, being, processing at the edge, doing, running models at the edge, and making sure that the data that's in flight, which can be very strategic and very valuable, a lot of different dimensions remains secure. >> So you know as I mentioned at the outset, very complex company, and moving a lot you know, a lot of might, you know, what we call, oil and gas, and the other products that go with that. And I think, so if, as we look at IT, similar, right, very complex, network, very complex system that we have in place. And so, analytics is becoming, you know, quite important, to our whole running of the business, and obviously IT being the enabler of analytics, so, that is, you know, that's really what's moving us towards, and to do that, sorry, and to do that with, devices in the field, thinking your network is becoming very complex. So, not just wired devices any longer, wireless is a huge part of our network now, and keeping those things secure, and the fact that we're actually connecting to things that run, you know, the crown jewel, so to speak, makes it even more imperative that we have, you know, very, focus on security, and obviously great partners like Fortinet to help us keep those assets secure. >> From a security perspective, just curious from your standpoint, are you kind of the, the leader of that digital army, within Gibson or with your other peers on that c-suite to facilitate not only this journey to cloud, and I really liked how you about it Peter with the cloud moving out to the end points, what's your role in sort of, and how is it measured, facilitating security from, from that, eventually one data center out to those mobile IoT devices in the field. >> Right. So, I mean you know, as I mentioned, security is kind of one of our top strategies, unfortunately, I guess it has to be. But it's not hard to sell the importance of security, with, you know, the other senior leaders of the team. I think, the you know, the incidence that are happening in the world and the media, attention on security, makes it, makes >> Even in Canada. >> Even in Canada, yeah. (laughs) Makes it, you know, apparent that, that is kind of one of the questions that everybody's asking, >> Right. >> And in our business energy business as well, I mean, health, you know HSS and eHealth, security is paramount to what we do, you know, physically in the field, so security, from a digital standpoint is, I guess an easy sell. To your question, it's very top-of-mind everybody and IT kind of holds that banner as it, as it pertains to um, you know, the security of our digital assets. >> In some, in some senses, you might be able to say that some of the recent breaches, and we know that now they happen daily, but some of the ones that have been, in the media that you mentioned, could in some cases, in your role, maybe even be an advocate or an advantage for, you were saying it's kind of an easy sell, we understand the importance here. We want to get out ahead of it. Understanding, at some point, we're probably go into, get to the point of really being able to limit damage, that it's not a challenge in terms of the buy-in from your executive management. >> Right, and you know, the risk I think for us is disruption, um, and you see, you know, there's incidences around the globe, where, whether it's, you know, other utilities have been disrupted, you know, through breaches, so you know, that is our focus is, how do we ensure that our day to day operations are not disrupted by you know something that could have happened to from a, you know, from a digital security standpoint. >> Got it. Well it sounds like you have a quite a big 2017 ahead, continued success in the big data center, from seven to eventually zero with Microsoft Azure, that you're going to do. We thank you Richard Hannah, VP of information services, at Gibson Energy, thank you so much for joining us on theCUBE today. >> Alright, thank you for having me. >> And on behalf of Peter Burris my co-host, and myself Lisa Martin, thank you so much for watching theCUBE, stick around and we'll be right back. (upbeat music)