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Abdullah Abuzaid, Dell Technologies & Gil Hellmann, Wind River | MWC Barcelona 2023


 

(intro music) >> Narrator: "theCUBE's" live coverage is made possible by funding from Dell Technologies, creating technologies that drive human progress. (gentle music) >> Hey everyone, welcome back to "theCUBE," the leader in live and emerging tech coverage. As you well know, we are live at MWC23 in Barcelona, Spain. Lisa Martin with Dave Nicholson. Day three of our coverage, as you know, 'cause you've been watching the first two days. A lot of conversations about ecosystem, a lot about disruption in the telco industry. We're going to be talking about Open RAN. You've heard some of those great conversations, the complexities, the opportunities. Two guests join Dave and me. Abdullah Abuzaid, Technical Product Manager at Dell, and Gil Hellmann, VP Telecom Solutions Engineering and Architecture at Wind River. Welcome to the program guys. >> Thank you. >> Nice to be here. >> Let's talk a little bit about Dell and Wind River. We'll each ask you both the same question, and talk to us about how you're working together to really address the complexities that organizations are having when they're considering moving from a closed environment to an open environment. >> Definitely. Thank you for hosting us. By end of the day, the relationship between Dell and Wind River is not a new. We've been collaborating in the open ecosystem for long a time enough. And that's one of the, our partnership is a result of this collaboration where we've been trying to make more efficient operation in the ecosystem. The open environment ecosystem, it has the plus and a concern. The plus of simplicity, choice of multiple vendors, and then the concern of complexity managing these vendors. Especially if we look at examples for the Open RAN ecosystem, dealing with multiple vendors, trying to align them. It bring a lot of operational complexity and TCO challenges for our customers, from this outcome where we build our partnership with Wind River in order to help our customer to simplify, or run deployment, operation, and lifecycle management and sustain it. >> And who are the customers, by the way? >> Mainly the CSP customers who are targeting Open RAN and Virtual RAN deployments. That digital transformation moving towards unified cloud environment, or a seamless cloud experience from Core to RAN, these are the customers we are working with them. >> You'll give us your perspective, your thoughts on the partnership, and the capabilities that you're enabling, the CSPs with that. >> Sure. It's actually started last year here in Barcelona, when we set together, and started to look at the, you know, the industry, the adoption of Open RAN, and the challenges. And Open RAN brings a lot of possibilities and benefit, but it does bring a lot of challenges of reintegrating what you desegregate. In the past, you purchase everything from one vendor, they provide the whole solution. Now you open it, you have different layers. So if you're looking at Open RAN, you have, I like to look at it as three major layers, the management, application, and the infrastructure. And we're starting to look what are the challenges. And the challenges of integration, of complexity, knowledge that operator has with cloud infrastructure. And this is where we basically, Dell and Winder River set together and say, "How can we ease this? "How we can make it simpler?" And we decided to partner and bring a joint infrastructure solution to market, that's not only integrated at a lab at the factory level, but it basically comes with complete lifecycle management from the day zero deployment, through the day two operation, everything done through location, through Dell supported, working out of the box. So basically taking this whole infrastructure layer integration pain out, de-risking everything, and then continuing from there to work with the ecosystem vendor to reintegrate, validate the application, on top of this infrastructure. >> So what is the, what is the Wind River secret sauce in this, in this mix, for folks who aren't familiar with what Wind River does? >> Yes, absolutely. So Wind River, for many, many don't know, we're in business since 1981. So over 40 years. We specialize high performance, high reliability infrastructure. We touch every aspect of your day and your life. From the airplane that you fly, the cars, the medical equipment. And if we go into the telco, most of the telco equipment that it's not virtualized, not throughout the fight today, using our operating system. So from all the leading equipment manufacturers and even the smaller one. And as the world started to go into desegregation in cloud, Wind River started to look at this and say, "Okay, everything is evolving. Instead of a device that included the application, the hardware, everything fused together, it's now being decomposed. So instead of providing the operating environment to develop and deploy the application to the device manufacturer, now we're providing it basically to build the cloud. So to oversimplify, I call it a cloud OS, okay. It's a lot more than OS, it's an operating environment. But we took basically our experience, the same experience that, you know, we used in all those years with the telco equipment manufacturer, and brought it into the cloud. So we're basically providing solution to build an on-premises scalable cloud from the core all the way to the far edge, that doesn't compromise reliability, doesn't compromise performance, and address all the telco needs. >> So I, Abdullah, maybe you can a answer this. >> Yeah. >> What is the, what does the go-to-market motion look like, considering that you have two separate companies that can address customers directly, separately. What does that, what does that look like if you're approaching a possible customer who is, who's knocking on the door? >> How does that work? >> Exactly. And this effort is a Dell turnkey sales service offering, or solution offering to our customers. Where Dell, in collaboration with Wind River, we proactively validate, integrate, and productize the solution as engineered system, knock door on our customer who are trying to transform to Open RAN or open ecosystem. We can help you to go through that seamless experience, by pre-validating with whatever workload you want to introduce, enable zero touch provisioning, and during the day one deployment, and ensure we have sustainable lifecycle management throughout the lifecycle of the product in, in operate, in operational network, as well as having a unified single call of support from Dell side. >> Okay. So I was just going to ask you about support. So I'm a CSP, I have the solution, I go to Dell for support. >> Exactly. >> Okay. So start with Dell, and level one, level two. And if there are complex issues related to the cloud core itself, then Wind River will be on our back supporting us. >> Talk a little bit about a cust, a CSP example that is, is using the technology, and some of the outcomes that they're able to achieve. I'd love to get both of your perspectives on that. >> Vodafone is a great example. We're here in Barcelona. Vodafone is the first ora network in Europe, and it's using our joint solution. >> What are some of the, the outcomes that it's helping them to achieve? >> Faster time to market. As you see, they already started to deploy the ORAN in commercial network, and very successful in the trials that they did last year. We're also not stopping there. We're evolving, working with them together to improve like stuff around energy efficiency. So continue to optimize. So the outcome, it's just simplifying it, and you know, ready to go. Using experience that we have, Wind River is powering the first basically virtualized RAN 5G network in the world. This is with Verizon. We're at the very large scale. We started this deployment in late '20 and '19, the first site. And then through 2020 to 2022, we basically rolled in large scale. We have a lot of experience learning from it, which what we brought into the table when we partnered with Dell. A lot of experience from how you deploy at scale. Many sites from a central location, updates, upgrade. So the whole day two operation, and this is coming to bearing the solution that basically Vodafone is deploying now, and which allowed them... If I, if I look at my engagement with Verizon, started years before we started. And it took quite some time until we got stuff running. And if you look at the Vodafone time schedule, was significantly compressed compared to the Verizon first deployment. And I can tell you that there are other service providers that were announced here by KDI, for example. It's another one moving even faster. So it's accelerating the whole movement to Ora. >> We've heard a lot of acceleration talk this week. I'd love to get your perspective, Abdullah, talking about, you know, you, you just mentioned two huge names in Telco, Vodafone and Verizon. >> Yep. >> Talk a little bit about Dell's commitment to helping telecommunications companies really advance, accelerate innovation so that all of us on the other end have this thing that just works wherever we are 24 by 7. >> Not exactly. And this, we go back to the challenges in Open ecosystem. Managing multiple vendors at the same time, is a challenge for our customers. And that's why we are trying to simplify their life cycle by have, by being a trusted partner, working with our customer through all the journey. We started with Dish in their 5G deployment. Also with Vodafone. We're finding the right partners working with them proactively before getting into, in front of the customer to, we've done our homework, we are ready to simplify the process for you to go for it. If you look at the RAN in particular, we are talking with the 5g. We have ran the simplification, but they still have on the other side, limited resources and skillset can support it. So, bringing a pro, ahead of time engineer system, with a zero touch of provisioning enablement, and sustainable life cycle management, it lead to the faster time to market deployment, TCO savings, improved margins for our customers, and faster business revenue for their end users. >> Solid outcomes. >> And, and what you just just described, justifies the pain associated with disaggregating and reintegrating, which is the way that Gill referenced it, which I think is great because you're not, you're not, you're not re-aggregating, (laughs) you're reintegrating, and you're creating something that's better. >> Exactly. >> Moving forward. Otherwise, why would you do it? >> Exactly. And if you look at it, the player in the ecosystem, you have the vendors, you have the service integrators, you have the automation enablers, but kind of they are talking in silos. Everyone, this is my raci, this is what I'm responsible for. I, I'm not able, I don't want to get into something else while we are going the extra mile by working proactively in that ecosystem to... Let's bring brains together, find out what's one plus one can bring three for our customers, so we make it end-to-end seamless experience, not only on the technical part, but also on the business aspect side of it. >> So, so the partnership, it's about reducing the pen. I will say eliminating it. So this is the, the core of it. And you mentioned getting better coverage for your phone. I do want to point out that the phones are great, but if you look at the premises of a 5G network, it's to enable a lot more things that will touch your life that are beyond the consumer and the phone. Stuff like connected vehicles. So for example, something as simple as collision avoidance, the ability for the car that goes in front of you to be able to see what's happening and broadcast this information to the car behind that have no ability to see it. And basically affect our life in a way that makes our driving safer. And for this, you need a ultra low, reliable low latency communication. You need a 5G network. >> I'm glad you brought that up, because you know, we think about, "Well we just have to be connected all the time." But those are some of the emerging technologies that are going to be potentially lifesaving, and, and really life transforming that you guys are helping to enable. So, really great stuff there, but so much promise coming down the road. What's next for Dell and Wind River? And, and when you're in conversations with prospective CSP's, what is the superpower that you deliver together? I'd love to get both of your perspectives. >> So, if you look at it, number one, customers look at it, last savings and their day-to-day operation. In 5G nature, we are talking the introduction of ORAN. This is still picking up. But there is a mutualization and densification of ORAN. And this is where we're talking on monetizing my deployment. Then the third phase, we're talking sustainability and advanced service introduction. Where I want to move not only ORAN, I want to bring the edge at the same side, I want to define the advanced use cases of edge, where it enables me with this pre-work being done to deliver more services and better SLA services. By end of the day, 5G as a girl mentioned earlier, is not about a good better phone coverage, or a better speed robot, but what customized SLA's I can deliver. So it enables me to deliver different business streams to my end users. >> Yeah. >> So yeah. I will say there are two pens. One, it's the technology side. So for an example, energy efficiency. It's a very big pin point. And sustainability. So we work a lot around this, and basically to advance this. So if you look at the integrated solution today, it's very highly optimized for resource consumption. But to be able to more dynamically be able to change your power profile without compromising the SLA. So this is one side. The other side, it's about all those applications that will come to the 5G network to make our life better. It's about integrating, validating, certifying those applications. So, it's not just easy to deploy an ORAN network, but it's easy to deploy those applications. >> I'd be curious to get your perspective on the question of ROI in this, in this space. Specifically with the sort of the macro headwinds (clears throat) the economies of the world are facing right now, if you accept that. What does the ROI timeline look like when you're talking about moving towards ORAN, adopting VRAN, an amazing, you know, a plethora of new services that can be delivered, but will these operators have the appetite to take that, make that investment and take on that risk based upon the ROI time horizon? Any thoughts on that? >> Yeah. So if you look at the early days or ORAN introduction in particular, most of the entrepreneurs of ORAN and Virtual RAN ran into the challenges of not only the complexity of open ecosystem, but the integration, is like the redos of the work. And that's where we are trying to address it via pre-engineered system or building an engineer system proactively before getting it to the customers. Per our result or outcomes we get, we are talking about 30 to 50% savings on the optics. We are talking 110 ROI for our customers, simply because we are reducing the redos, the time spent to discover and explore. Because we've done that rework ahead of time, we found the optimization issues. Just for example, any customer can buy the same components from any multiple vendors, but how I can bring them together and give, deliver for me the best performance that I can fully utilize, that's, that's where it brings the value for our customer, and accelerate the deployment and the operation of the network. >> Do you have anything to add before we close in the next 30 seconds? >> Yeah. Yeah. (laughs) >> Absolutely. I would say, we start to see the data coming from two years of operation at scale. And the data supports performance. It's the same or better than traditional system. And the cost of operation, it's as good or better than traditional. Unfortunately, I can't provide more specific data. But the point is, when something is unknown in the beginning, of course you're more afraid, you take more conservative approach. Now the data starts to flow. And from here, the intention needs to go even better. So more efficiency, so cost less than traditional system, both to operate as well as to build up. But it's definitely the data that we have today says, the, ORAN system is at part, at the minimum. >> So, definite ROI there. Guys, thank you so much for joining Dave and me talking about how you're helping organizations not just address the complexities of moving from close to open, but to your point, eliminating them. We appreciate your time and, and your insights. >> Thank you. >> All right. For our guests and for Dave Nicholson, I'm Lisa Martin. You're watching "theCUBE," the leader in live and emerging tech coverage. Live from MWC23. We'll be back after a short break. (outro music)

Published Date : Mar 1 2023

SUMMARY :

that drive human progress. in the telco industry. and talk to us about how By end of the day, Mainly the CSP and the capabilities that you're enabling, In the past, you purchase From the airplane that you fly, the cars, you can a answer this. considering that you have and during the day one deployment, So I'm a CSP, I have the solution, issues related to the and some of the outcomes Vodafone is the first and this is coming to bearing the solution I'd love to get your Dell's commitment to helping front of the customer to, justifies the pain associated with Otherwise, why would you do it? but also on the business that are beyond the but so much promise coming down the road. By end of the day, 5G as and basically to advance this. of the macro headwinds the time spent to discover and explore. (laughs) Now the data starts to flow. not just address the the leader in live and

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Chuck Svoboda, Red Hat & Ted Stanton, AWS | AWS re:Invent 2022


 

>>Hey everyone, it's Vegas. Welcome back. We know you've been watching all day. We appreciate that. We always love being able to bring you some great content on the Cube Live from AWS Reinvented 22. Lisa Martin here with Paul Gill. And Paul, we've had such a great event. We've, I think we've done nearly 70 interviews since we started on the Cube on >>Monday night. I believe we just hit 70. Yeah, we just hit 70. You must feel like you've done half of >>Them. I really do. But we've been having great conversations. There's so much innovation going on at aws. Nothing slowed them down during the pandemic. We love also talking about the innovation, the flywheel that is their partner ecosystem. We're gonna have a great conversation about that >>Next. And as we've said, going back to day one, the energy of the show is remarkable. And here we are, we're getting late in the afternoon on day two, and there's just as much activity, just as much energy out there as, as the beginning of the first day. I have no doubt day three will be the >>Same. I agree. There's been no slowdown. We've got two guests here. We're gonna have a great conversation. Chuck Kubota joins us, senior Director of Cloud Services, GTM at Red Hat. Great to have you on the program. And Ted Stanton, global head of Sales, red Hat at IBM at aws. Welcome. >>Thanks for having us. >>How's the show going so far for you guys? >>It's a blur. Is it? Oh my gosh. >>Don't they all >>Blur? Well, yes, yes. I actually like last year a bit better. It was half the size. Yeah. And a lot easier to get around, but this is back to normal, so >>It is back to normal. Yeah. And and Ted, we're hearing north of 50,000 in-person attendees. I heard a, something I think was published. I heard the second hand over like 300,000 online attendees. This is maybe the biggest one we ever had. >>Yeah, yeah, I would agree. And frankly, it's my first time here, so I am massively impressed with the overall show, the meeting with partners, the meeting with customers, the announcements that were made, just fantastic. And >>If you remember back to two years ago, there were a lot of questions about whether in-person conferences would ever return and the volume that we used to see them. And that appears to be >>The case. I think we, I think we've answered, I think AWS has answered that for us, which I'm very pleased to see. Talk about some of those announcements. Ted. There's been so much that that's always one of the things we know and love about re men is there's slew of announcements. You were saying this morning, Paul, and then keynote, you lost, you stopped counting after I >>Lost 15, I lost count for 15. I think it was over 30 announcements this morning alone >>Where IBM and Red Hat are concern. What are some of the things that you are excited about in terms of some of the news, the innovation, and where the partnership is going? >>Well, definitely where the partnership is going, and I think even as we're speaking right now, is a keynote going on with Aruba, talking about some of the partners and the way in which we support partners and the new technologies and the new abilities for partners to take advantage of these technologies to frankly delight our customers is really what most excites me. >>Chuck, what about you? What's going on with Red Hat? You've been there a long time. Sales, everything, picking up customers, massively transforming. What are some of the things that you're seeing and that you're excited >>About? Yeah, I mean, first of all, you know, as customers have, you know, years ago discovered it's not competitively advantageous to manage their own data centers in most cases. So they would like to, you know, give that responsibility to Amazon. We're seeing them move further up the stack, right? So that would be more beyond the operating system, the application platforms like OpenShift. And now we have a managed application platform built on OpenShift called Red Out OpenShift service on AWS or Rosa. And then we're even further going up the stack with that with, we just announced this week that red out OpenShift data science is available in the AWS marketplace, runs on Rosa, helps break the land speed record to getting those data models out there that are so important to make, you know, help organizations become more, much more data driven to remain competitive themselves. >>So talk about Rosa and how it differs from previous iterations of, of OpenShift. I mean, you had, you had an online version of OpenShift several years ago. What's different about Rosa? >>Yeah, so the old OpenShift online that was several years old, right? For one thing, wasn't a joint partnership between Amazon and Red Hat. So we work together, right? Very closely on this, which is great. Also, the awesome thing about Rosa, you know, if you think about like OpenShift for, for, as a matter of fact, Amazon is the number one cloud that OpenShift runs on, right? So a lot of those customers want to take advantage of their committed spins, their EDPs, they want one bill. And so Rosa comes through the one bill comes through the marketplace, right? Which is, which is totally awesome. Not only that or financially backing OpenShift with a 99.95% financially backed sla, right? We didn't have that before either, right? >>When you say financially backed sla, >>What do you mean? That means that if we drop below 99.95% of availability, we're gonna give you some money back, right? So we're really, you know, for lack of better words, putting our money where our mouth is. Absolutely right. >>And, and some of the key reasons that we even work together to build Rosa was frankly we've had a mirror of customers and virtually every single region, every single industry been using OpenShift on AWS for years, right? And we listened to them, they wanted a more managed version of it and we worked very closely together. And what's really great about Rosa too is we built some really fantastic integrations with some of the AWS native services like API gateway, Amazon rds, private link, right? To make it very simple and easy for customers to get started. We talked a little bit about the marketplace, but it's also available just on the AWS console, right? So customers can get started in a pay as you go fashion start to use it. And if they wanna move into a more commitment, more of a set schedule of payments, they can move into a marketplace private offer. >>Chuck, talk about, how about Rosen? How is unlocking the power of technology like containers Kubernetes for customers while dialing down some of the complexity that's >>There? Yeah, I mean if you think about, you know, kind of what we did, you know, earlier on, right? If you think about like virtualization, how it dialed down the complexity of having to get something rack, get a blade rack, stack cable and cooled every time you wanted to deploy new application, right? So what we do is we, our message is this, we want developers to focus on what matters most. And that's build, deploy, and running applications. Most of our customers are not in the business of building app platforms. They're not in the business of building platforms like banks, I, you know, financials, right? Government, et cetera. Right? So what we do is we allow those developers that are, enable those developers that know Java and Node and springing and what have you, just to keep writing what they know. And then, you know, I don't wanna get too technical here, but get pushed through way and, and OpenShift takes care of the rest, builds it for them, runs it through a pipeline, a CICD pipeline, goes through all the testing and quality gates and things like that, deploys it, auto wires it up, you know, to monitoring which is what you need. >>And we have all kinds of other, you know, higher order services and an ecosystem around that. And oh, by the way, also plugging into and taking advantage of the services like rds, right? If you're gonna write an application, a tradition, a cloud native application on Amazon, you're probably going to wanna run it in Rosa and consuming one of those databases, right? Like RDS or Aurora, what have you. >>And I, and I would say it's not even just the customers. We have a variety of ecosystem partners, both of our partners leveraging it as well. We have solos built their executive management system that they go ahead and turn and sell to their customers, streamlines data and collects data from a variety of different sources. They decided, you know, it's better to run that on top of Rosa than manage OpenShift themselves. We've seen IBM restack a lot of their software, you know, to run on top of Rose, take advantage of that capabilities. So lots of partners as well as customers are taking advantage of fully managed stack of that OpenShift that that turnkey capabilities that it provides >>For, for OpenShift customers who wanna move to Rose, is that gonna be a one button migration? Is that gonna be, can they run both environments simultaneously and migrate over time? What kind of tools are you giving them? >>We have quite, we have quite a few migration tools such as conveyor, right? That's one of our projects, part of our migration application toolkit, right? And you know, with those, there's also partners like Trilio, right? Who can help move, you know, applications back 'em up. In fact, we're working on a pretty cool joint go to market with that right now. But generally speaking, the OpenShift experience that the customers that we have know and love and those who have never used OpenShift either are coming to it as well via Rosa, right? The experience is primarily the same. You don't have to really retrain your people, right? If anything, there's a reduction in operational cost. We increase developer productivity cuz we manage so much of the stack for you. We have SRE site reliability engineers that are backing the platform that proactively get ahead of anything that may go wrong. So maybe you don't even notice if something went wrong, wrong. And then also reactively fixing it if it comes to that, right? So, you know, all those kind of things that your customers are having to do on their own or hire a contractor, a consultant, what have to do Now we benefit from a managed offering in the cloud, right? In Amazon, right? And your developers still have that great experience too, like to say, you know, again, break the land speed record to prod. >>I >>Like that. And, and I would actually say migrations from OpenShift are on premise. OpenShift to Rosa maybe only represents about a third of the customers we have. About another third of the customers is frankly existing AWS customers. Maybe they're doing Kubernetes, do it, the, you know, do it themselves. We're struggling with some of the management of that. And so actually started to lean on top of using Rosa as a better platform to actually build upon their applications. And another third, we have quite a few customers that were frankly new OpenShift customers, new Red Hat customers and new AWS customers that were looking to build that next cloud native application. Lots of in the startup space that I've actually chosen to go with Rosa. >>It's funny you mention that because the largest Rosa consumer is new to OpenShift. Oh wow. Right. That's pretty, that's pretty powerful, right? It's not just for existing OpenShift customers, existing OpenShift. If you're running OpenShift, you know, on EC two, right. Self-managed, there's really no better way to run it than Rosa. You know, I think about whether this is the 10th year, 10 year anniversary of re right? Right. Yep. This is also the 10 year anniversary of OpenShift. Yeah, right. I think it one oh came out about sometime around a week, 10 years ago, right? When I came over to Red Hat in 2015. You know, if you, if you know your Kubernetes history was at July 25th, I think was when Kubernetes ga, July 25th, 2015 is when it g you have >>A good >>Memory. Well I remember those days back then, right? Those were fun, right? The, we had a, a large customer roll out on OpenShift three, which is our OpenShift RE based on Kubernetes. And where do you think they ran Amazon, right? Naturally. So, you know, as you move forward and, and, and OpenShift V four came out, the, reduces the operational complexity and becomes even more powerful through our operator framework and things like that. Now they revolved up to Rosa, right? And again, to help those customers focus on what matters most. And that's the applications, not the containers, not those underlying implementation and technical details while critically important, are not necessarily core to the business to most of our customers. >>Tremendous amount of innovation in OpenShift in a decade, >>Pardon me? >>Tremendous amount of innovation in OpenShift in the >>Last decade. Oh absolutely. And, and and tons more to come like every day. Right. I think what you're gonna see more of is, you know, as Kubernetes becomes more, more and more of the plumbing, you know, I call 'em productive abstractions on top of it, as you mentioned earlier, unlocking the power of these technologies while minimizing, even hiding the complexity of them so that you can just move fast Yeah. And safely move fast. >>I wanna be sure we get to, to marketplaces because you have been, red Hat has made, has really stepped up as commitment to the AWS marketplace. Why are you doing that now and how are, how are the marketplaces evolving as a channel for you? >>Well, cuz our customers want us to be there, right? I mean we, we, we are customer centric, customer first approach. Our customers want to buy through the marketplace. If you're an Amazon, if you're an Amazon customer, it's really easy for you to go procure software through the marketplace and have, instead of having to call up Red Hat and get on paper and write a second check, right? One stop shop one bill. Right? That is very, very attractive to our customers. Not only that, it opens up other ways to buy, you know, Ted mentioned earlier, you know, pay as you go buy the drink pricing using exactly what you need right now. Right? You know, AWS pioneered that, right? That provides that elasticity, you know, one of the core tenants at aws, AWS cloud, right? And we weren't able to get that with the traditional self-managed on Red Hat paper subscriptions. >>Talk a little bit about the go to market, what's, you talked about Ted, the kind of the three tenants of, of customer types. But talk a little bit about the gtm, the joint go to market, the joint engineering, so we get an understanding of how customers engage multiple options. >>Yeah, I mean, so if you think about go to market, you know, and the way I think of it is it's the intersection of a few areas, right? So the product and the product experience that we work together has to be so good that a customer or user, actually many start talk, talking about users now cuz it's self-service has a more than likely chance of getting their application to prod without ever talking to a person. Which is historically not what a lot of enterprise software companies are able to do, right? So that's one of those biggest things we do. We want customers to just be successful, turn it on, get going, be productive, right? At the same time we wanna to position the product in such a way that's differentiating that you can't get that experience anywhere else. And then part of that is ensuring that the education and enablement of our customers and our partners as such that they use the platform the right way to get as much value out of as possible. >>All backed by, you know, a very smart field that ensures that the customer get is making the right decision. A customer success org, this is attached to my org now that we can go on site and team with our customers to make sure that they get their first workloads up as quickly as possible, by the way, on our date, our, our dime. And then SRE and CEA backing that up with support and operational integrity to ensure that the service is always up and available so you can sleep, sleep, sleep well at night. Right? Right. One of our PMs of, of of Rosa, he says, what does he say? He says, Rosa allows organizations, enables organizations to go from 24 7 operations to nine to five innovation. Right? And that's powerful. That's how our customers remain more competitive running on Rosa with aws, >>When you're in customer conversations and you have 30 seconds, what are the key differentiators of the solution that you go boom, boom, boom, and they just go, I get it. >>Well, I mean, my 32nd elevator pitch, I think I've already said, I'll say it again. And that is OpenShift allows you to focus on your applications, build, deploy, and run applications while unlocking the power of the technologies like containers and Kubernetes and hiding or minimizing those complexities. So you can do as fast as possible. >>Mic drop Ted, question for you? Sure. Here we are at the, this is the, I leave the 11th reinvent, 10th anniversary, 11th event. You've been in the industry a long time. What is your biggest takeaway from what's been announced and discussed so far at Reinvent 22, where the AWS and and its partner ecosystem is concerned? If you had 30 seconds or if you had a bumper sticker to put on your DeLorean, what would you say? >>I would say we're continuing to innovate on behalf of our customers, but making sure we bring all of our partners and ecosystems along in that innovation. >>Yeah. I love the customer obsession on both sides there. Great work guides. Congrats on the 10th anniversary of OpenShift and so much evolution, the customer obsession is really clear for both of you guys. We appreciate your time. You're gonna have to come back now. Absolutely. Absolutely. Thank you. All right. Thank you so much for joining us. For our guests and for Paul Gillin. I'm Lisa Martin. You're watching The Cube, the leader in live enterprise and emerging tech coverage.

Published Date : Dec 1 2022

SUMMARY :

We always love being able to bring you some great content on the Cube Live from AWS Reinvented I believe we just hit 70. We love also talking about the innovation, And here we are, we're getting late in the afternoon on day two, and there's just as much activity, Great to have you on the program. It's a blur. And a lot easier to get around, I heard the second hand over overall show, the meeting with partners, the meeting with customers, the announcements And that appears to be of the things we know and love about re men is there's slew of announcements. I think it was over 30 announcements this morning alone What are some of the things that you are excited about in terms of some and the new abilities for partners to take advantage of these technologies to frankly delight our What are some of the things that you're seeing and Yeah, I mean, first of all, you know, as customers have, you know, years ago discovered I mean, you had, you had an online version of OpenShift several years ago. you know, if you think about like OpenShift for, for, as a matter of fact, So we're really, you know, for lack of better words, putting our money where our mouth is. And, and some of the key reasons that we even work together to build Rosa was frankly we've had a They're not in the business of building platforms like banks, I, you know, financials, And we have all kinds of other, you know, higher order services and an ecosystem around that. They decided, you know, it's better to run that on top of Rosa than manage OpenShift have that great experience too, like to say, you know, again, break the land speed record to prod. Lots of in the startup space that I've actually chosen to go with Rosa. It's funny you mention that because the largest Rosa consumer is new to OpenShift. And where do you think they ran Amazon, minimizing, even hiding the complexity of them so that you can just move fast Yeah. I wanna be sure we get to, to marketplaces because you have been, red That provides that elasticity, you know, Talk a little bit about the go to market, what's, you talked about Ted, the kind of the three tenants of, Yeah, I mean, so if you think about go to market, you know, and the way I think of it is it's the intersection of a few areas, and operational integrity to ensure that the service is always up and available so you can sleep, of the solution that you go boom, boom, boom, and they just go, I get it. And that is OpenShift allows you to focus on your applications, build, deploy, and run applications while If you had 30 seconds or if you had a bumper sticker to put on your of our partners and ecosystems along in that innovation. OpenShift and so much evolution, the customer obsession is really clear for both of you guys.

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Chris DeMars & Pierre-Alexandre Masse, Split Software | AWS re:Invent 2022


 

(bright upbeat music) >> Hey, friends. Welcome back to theCUBE's Live coverage of AWS re:Invent 2022 in Sin City. We are so excited to be here with tens of thousands of people. This is our third day of coverage, really the second full day of the show, but we started Monday night. You're going to get wall-to-wall coverage on theCUBE. You probably know that because you've been watching. I'm Lisa Martin and I'm here with Paul Gill. Paul, this is great. We have had such great conversations. We've been talking a lot about data. Every company is a data company, has to be a data company. We've been talking about developers, the developer experience, and how that's so influential in business decisions for businesses in every industry. >> And it's a key element of what's going on here on the floor at re:Invent is developers, the theme of developers just permeates the show. Lots and lots of boots here devoted to DevOps and Agile approaches. And certainly that is one of the things that the Cloud enables is your team to rethink the way they develop software, and that's what we're going to talk about next. >> That is what we're going to talk about next. We have two guests from Split. split.io is the URL if you want to check it out. Chris Demars joins us Developer advocate. Chris, great to have you and PaaS, VP of Engineering guys thank you so much for joining us on the program. >> Thank you for having us. >> Thank you for having us. >> Talk to us Pierre, we'll start with you. For the audience that might not know Split what does the company do? What's the value in it for customers? What are you all about? >> Sure. So in very simple terms, for those who are familiar, we do feature flags, feature management and experimentation. And essentially that two essential feature of the Agile transformation as you were mentioning and elements that really helps getting as much art we can from the team in term of productivity and in term of impact. And we basically help with those elements. And so that's a very short... >> 'Excellent, very nice. Chris, you were saying before we went live you do a lot of speaking at conferences, you're often in front of large audiences. As the developer advocate, what are some of the key requirements you're hearing from the developer community that organizations need to be encompassing? >> I think community is key. Like community is at the forefront of developer advocacy and developer relations. Like you want to go where the developers are and developers want to hear those stories in those personalized pieces of the puzzle. And when you're able to talk about modern Web and software technology and loop in product with that and still keep talking about those things and bring that to them, like that is on top of the list when it comes to developer advocacy and being embedded within the developer community. >> Lisa: Yeah. >> Tell us about feature flags, because I would assume that for our viewers who are not developers, who are not familiar with Agile technologies, the Agile approaches that might be, may be a new term, what are feature flags? How do you use them? >> Sure, I can start with that. So feature flag is a tool that you embed in your code that allows you to control the activation of your code essentially. And that's allows you to really validate things in a much better and solve way and also attach measurement to it. So, when you're writing your new feature, you just put essentially an if statement around it, if my feature flag is on, then I actually do all those things with soft, then I don't do any of those things and then within our platform, then you can control the activation. Do you want to turn it on for yourself just to try it out? Do you want your QA team to start validating it? Do you want 5% of your users 10%? And start seeing how they interacting with the product. That's what feature flag is. >> It's an amazing piece of any part of the stack, right? 'Cause I'm a Web accessibility and an UI specialist and being able to control the UI with a feature flag and being able to turn on and off those features based on percentage, locale, all of those things. It's very, very powerful. >> What are some of the scenarios which you would use feature flags? You have been testing? >> Yeah, yeah. We actually, you can imagine we use it for pretty much everything. So, as Chris was saying, in the front-end, everything you want to change, you basically can validate and attach measurements. So you can do AB testing, so you can see the impact, you can see if there is a change in performance. We use it also for a lot of backend services and changes and a lot of even infrastructure changes where we can control the traffic and where it goes. So we can validate that things are operating the way that they should before we fully done the market I think. >> 'It can be as small as, you know having a checkout button here and then writing an AB test and running an experiment and moving that checkout button somewhere else because then you can get conversion rates and see which one performed better to a certain amount of people and whatever performed better, that's the feature you would go with. >> Chris, talk about the value of the impact in feature flags for the developer from a developer experience perspective, a productivity perspective. >> So I think that having that feature and being able to write that UI, let's say that you have a checkout button, right? And there's specific content there's verbiage on that checkout button. And then let's say that another team within the organization wants to change that because the conversion is different. You can make those changes, still have it in production and then have it tested. So you don't have to cut specific branches or like test URLs to give to QA, you can do all of that behind that flag. And then once everything is good to go, push it out there and then based on those metrics and that data, see which one performs better and then that's the one that you would go with. >> One of the things with feature flag and it goes to like our main theme of 'What a Release, What a Relief' is that it gives autonomy to the teams and to the developers, enable them to move independently from others. So the deployment can go but their code is not activated until they decide to. And so, they are not impeding anybody else. It makes releases a lot safer, a lot simpler and it gives a lot more speed to everybody because when you do releases with five teams, 10 teams, pushing the code at the same time, you have such a high-risk of breaking something that it's you know... So it's a huge effort and it requires a lot of attention from a lot of people. If anything happens, all those teams needs to investigate. When you decouple all those things, the deployments are essentially not doing anything per se until every individual team activate those things independently. So if anything goes wrong, only them are affected and they don't have to depend on anybody else to get their thing out. So it really helps them making their life a lot safer and gives them a lot more speed because they have autonomy. >> So, why come to re:Invent? What do you get with this audience that you don't get elsewhere? >> Why to re:Invent? I think like re:Invent in the Cloud and AWS is a lot about getting speed to companies to build better product and faster. And essentially like the tool we provide and the technology and the platform we provide is really at the heart of that in itself. And so that's why we feel we have really great conversation with all the people on the floor. >> 'the people who have the right mindset for adopting... >> For me, it's very much community and networking, I love developer community and just community in general is my lifeblood. That's why I travel so much and I talk about these things and I'm with people and if it's not about the products, the story and the story is what gets people. That's why I love being here and being with my team and it's amazing. >> And what is that story? If you had an elevator pitch to give, what would you tell me? >> Hoo, if you were in a late release or deploy at night. I've been there, I'm sure you've been there, it doesn't matter what you're doing. We don't want be up until two, three in the morning doing those things, right? Our product helps alleviate those stresses. And you talking about accessibility, what I do, you know, a big piece of that are hidden impairments like anxiety will stress and anxiety go hand in hand and you want to alleviate that all across the board for everybody involved. >> As you see organizations shift Agile technologies and to parallel development and continuous release cycles, what are some of the biggest barriers they encounter in changing that mindset? >> Ooh, what do you think? >> It depends on where they are in the organization. The Agile transformation is a journey and it's also a change of mindset, it's a change of process. So depending on where they are then they might have some areas where they need a little bit more effort in those directions. What we see is that feature flag just the control of the layout. It's usually something that's fairly easily adopted. Thinking about measurement and attaching measurement to it is often something that requires a little bit more thinking. Like engineers are not really used to thinking about AB testing. It feels like more of a product management thing but AB testing is important also for performance informations like errors and all those things. There is a lot of risk management to be done. We do that through monitoring with APMs, but with feature flag and with Split, you can do that at a feature level and it really gives a great insight. And that's usually something that takes a little bit more digestion from the developers to really get their mind around it and get to it. But there's a lot of value to it. >> I'm looking at the split I/O website and I like the tagline shorten time from code to customer. As customers in any industry, as consumers, we have this expectation that we can get whatever we want anytime 24 by 7 and it's going to be a relevant experience. So it sounds to me like from a speed perspective, there's a lot of business impact that Split can help organizations make from getting releases faster, getting cut faster time-to-market, delivering what customers expect because we all expect real-time these days. Nobody wants to wait. >> Yeah, that's right. Yeah, I think that has to do with the going back to the decoupling of things that, you know... Not having to go through so many teams to have it tested and getting away from all the meetings about meetings to review the metrics, right? We all love meetings about meetings. >> No. (laughs loudly) >> Right, exactly, exactly. So being able to take that away and being able to push all of that stuff into production, getting it tested while it's in production and then being able to turn those features on, it's already there without having to do another deployment. And I think, like that's really powerful to me at least. >> Does your solution have value at the security level as well? >> Yes. So that's one of the particularity on the way we do things is like the way you control the feature flag, you have kind of two ways of doing it. Either the piece of code, the SDKs that we provide, the library we provide, you that you put in your code could come back to our platform and check. The way we do it is we send the rules back to the SDK so the whole evaluation is local. The evaluation is extremely fast and it's very secure because it's all happening within your environment. You never have to share any information, no PI whatsoever, contrary it to some of the other tools that you might find on the market. >> So the theme of the booth is 'What a Release, What a Relief'. What are some of the things that you're hearing as you're engaging folks on the show floor this week? >> Oh, what is Aura Photography and can I take a picture of. (everyone laughs loudly) I think just a lot of the stresses of... They're like the release cycle and you know, having to go through so many teams. I feel like that's a common theme that I've heard of. >> Yeah, we see a number of teams organization that still have like really big deployments with like a lot of teams basically coming together, pushing the code together, and there's a lot of pain in it. It's like, it's a huge effort by huge teams. You get 10, 20 people that have to have watch over it at always weird hours, and I think there is a lot of pain to that and that resonate a lot with people. And when we talk about monitoring at the future level, that also helps a lot. Like I was part of organizations before where we had a dedicated staff engineer to just monitor and fix performance on a daily basis because it's such a huge problem and it affects so much the performance of the company. And so essentially, you have this person that tries to look at is a performance being degraded today with the deployment of yesterday and what went out yesterday and you have so many things that went out. It's so hard to control. With what we provide, we tell you exactly which feature flag is responsible for the degradation. And so, you don't need that person to focus on that anymore. And you can focus on delivering value a lot better. >> I think it also might take away the need for extensive release notebooks and playbooks, right? 'Cause when you do bring all those teams together, it's certain people that are in that meeting and there's a PDF saying, all right, we check this off the list, we check this off the list. I think that might alleviate some of that overhead as well. >> Streamlining processes, process efficiencies, workforce productivity improvements, big impact. >> And that gets code quicker to the user. >> You talk about decoupling deploy from release. What do you mean by that? What's the value? >> So the deployment in my definition is essentially getting the code out to production. The release is activating the code in production. And often people do both of those things at the same time, right? But there's a huge risk when you do that because if anything goes wrong, now you need to revert everything which is not a short operation often and takes a lot of effort. And so now, if you can basically push your code to production but separate the activation of it, the release of it, then it goes a lot faster. It's a lot. You have a lot of autonomy and decoupling and if anything goes wrong, it's the click of a button and it's off. So like there's a lot of safety that comes with it and we know that any outages as a high cost for all the companies. So it's like, if you can reduce the outage to like five seconds... >> Right. >> It's a lot better than basically several hours. >> Can you talk about the value out of Split versus DIY and where are most of your customers in this process? Do they have a bunch of tools, a bunch of processes, a bunch of teams, and you're really helping them consolidate streamline? >> The one thing I hear a lot is we rolled our own AB testing and feature flagging system, but some of the issues I've seen and I've heard are that they don't have all those metrics or they have to work with a specific data team to get those metrics. And then you go back to having those meetings about meetings... >> Lisa: Dependencies. >> Right, you have a data team that's putting together a report that is then presented to you and then that's got to be presented to a stakeholder and then that stakeholder makes a decision whether to turn on feature A or feature B, right? Our product from my understanding is we have those metrics already built in and you can have that at your disposal. >> Yeah, the other thing I would add to that is like we see a number of people, they start on the feature flag journey just because they have a high risk thing that they need to put out. So they do the minimal thing to basically control it somehow, but it works only in one part of the stacks. They can't basically leverage it anywhere else and it's very limited in capability so that it just serve the purpose that was needed at that time. They don't have a dedicated team to manage it. So it just there, but it's very constrained and it's not supported effectively. The other thing is like for those companies is like they have a question to ask themselves. It's like do they want to invest resources in managing that kind of tool or is it not so core to their business that they want essentially to have vendor deal with it at a much lower price and they would have to invest resources for them to support it, and... >> Sounds like feature flags are kind of a team building. Have you have a team building dimension to them? >> Yeah. >> Yeah. >> It takes a team for sure. >> Yeah, and then once you add like AB testing and the feature flag, it's the collaboration between product management and engineering. It can go even further. Like two executives like to basically, you know, view the impact, understand the impact. So it goes from the control to the risk management to the product and to the impact and measuring the flow of delivery and the communication around it. >> Here we are at re:Invent, so many thousands of people as I mentioned, we're on the second full-day of the event. What have you heard from AWS that really excites you about being in their ecosystem? Any news in particular that jumps out at you that really speaks to improving that developer experience as if we've heard a lot of focus on the developer? >> Chris: Yeah, I haven't heard much, have you? >> So, I arrived yesterday, I haven't followed yet all the announcement, I'm just like, >> there's so many- >> on the news, yeah, yeah. >> So I'm on the booth at the same time. >> I stopped counting at 15 during the Keynote this morning. >> Many of them just can't keep up, there's so much happening at one time's so much. >> This event is a can of content, can of news re:Invent. It is hard. But yesterday they were spent so much time talking about data and how... And I always think every company today has to be a data company, have to be a software company, we were just talking with Capital One and they think of themselves as a technology company that does banking. And sometimes, I'll talk with retailers that think of themselves as technology companies that do retail and they love that but that's what companies like Split have to enable these days. It's companies to become technology companies, deliver code faster to customer because the customer's demanding it. We're not going to want less stuff slower. >> Yeah, I mean it's so essential I think for me like I joined Split because of that premises. Like every company now is a software company and every company has really to compete in innovation. You know all those banks, Capital One like we see it a lot in the financial industry where our message resonates extremely strongly is really in a high-competitive environment and they have to be innovative and innovation comes when people have speed and autonomy. And if you basically provide that to teams and the tools to basically get some signals and some quick feedback loop, that's how you get innovation. Like you can't decide what to build but you can basically provide the tools to enable them to think about. >> Right, you can experiment more flexibly right, faster. >> And developers have to be empowered, right? >> Yes. >> I think that's the probably one of the number one messages I've heard at all the shows we've done this year. How influential the developer is in the direction of the business. >> Autonomy and empowerment are two main factors 'cause I'm a front end developer at heart and I want to work on cool stuff and we're doing cool stuff. Like we are doing cool stuff. We can't talk about all of it, right? But I think we're doing a lot of cool things at Split and I'm really stoked to be a part of the team and grow developer relations, grow developer advocacy and be along for the journey. >> Yeah, I love that. Last question for both of you, same question. If you had a bumper sticker and you were going to put it on a fancy shiny new car, car of your choice about Split, what would it say? Pierre I'll start with you then Chris. >> Bumper sticker. >> On the spot question. >> On the question, (everyone laughs happily) I mean the easy answer is probably written on my t-shirt. Like, you know, 'What a Release, What a Relief'. I think that the first step for teams is like, you can have a message that's very like even further, you know, the Agile transformation is a journey and I basically tell people, you need to first crawl, walk and run and I think the 'What a Release, What a Relief' is a good step to like getting to the working. And I think like that would be the first bumper sticker before I get to the further one about AP testing and innovative. >> Love it. Chris, what would your bumper sticker say? >> It would say Split software, feature flags for the masses. Hard stop. >> Mic drop. >> Done. >> Awesome guys, thank you so much for joining Paul and me on the program. It's been outstanding introducing Split to our audience, what you do, how you're impacting the developer experience and ultimately, the business and the end customer on the backend who just wants things to work. We appreciate your insights, we appreciate your time. >> Thanks so much for having us. >> Appreciate it. >> Our pleasure. For our guests and Paul Gillin, I'm Lisa Martin. You're watching theCUBE, which you know is the leader in live enterprise and emerging tech coverage. (bright upbeat music)

Published Date : Nov 30 2022

SUMMARY :

We are so excited to be here of the things that the Cloud enables Chris, great to have you and What's the value in it for customers? and elements that really helps As the developer advocate, and bring that to them, like and also attach measurement to it. and being able to control So you can do AB testing, that's the feature you would go with. of the impact in feature flags and being able to write that UI, and they don't have to and the technology and 'the people who have the it's not about the products, and you want to alleviate from the developers to really and I like the tagline shorten to do with the going back and then being able to the library we provide, you What are some of the things and you know, having to and it affects so much the the need for extensive release notebooks Streamlining processes, What's the value? And so now, if you can It's a lot better than And then you go back to a report that is then presented to you so that it just serve the purpose Have you have a team and the feature flag, of focus on the developer? on the news, during the Keynote this morning. Many of them just can't keep and they think of themselves and they have to be innovative Right, you can experiment of the number one messages I've heard and be along for the journey. and you were going to put I mean the easy answer is Chris, what would your bumper sticker say? feature flags for the masses. and the end customer which you know is the leader

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Rick Clark, Veritas | AWS re:Invent 2022


 

>>Hey everyone, and welcome back to The Cube's live coverage of AWS Reinvented 2022 Live from the Venetian Expo in Las Vegas. We're happy to be back. This is first full day of coverage over here last night. We've got three full days of coverage in addition to last night, and there's about 50,000 people here. This event is ready, people are ready to be back, which is so exciting. Lisa Martin here with Paul Gill and Paul, it's great to be back in person. Great to be hosting with you >>And likewise with you, Lisa. I think the first time we hosted again, >>It is our first time exactly. >>And we come here to the biggest event that the cube ever does during the year. >>It's the Super Bowl of the >>Cube. It's it's elbow to elbow out there. It's, it's, it's full tackle football, totally on the, on the floor of reinvent. And very exciting. This, you know, I've been to a lot of conferences going back 40 years, long as I can remember. Been going to tech conferences. This one, the, the intensity, the excitement around this is really unusual. People are jazzed, they're excited to be here, and that's great to see, particularly coming back from two years of isolation. >>Absolutely. The energy is so palpable. Even yesterday, evening, afternoon when I was walking in, you just feel it with all the people here. You know, we talk to so many different companies on the Q Paul. Every company these days has to be a data company. The most important thing about data is making sure that it's backed up and it's protected, that it's secure, that it can be recovered if anything happens. So we're gonna be having a great conversation next about data resiliency with one of our alumni. >>And that would be Rick Scott, Rick, excuse me, Rick Scott, >>Rick Clark. Rick Clark, say Rick Scott, cloud sales Veritas. Rick, welcome back >>To the program. Thank you. Thank you so much. It's a pleasure being here, you know, thank you so much. You're definitely very excited to myself and 40,000 of my closest cousins and friends all in one place. Yep. Or I could possibly go wrong, right? So >>Yeah, absolutely nothing. So, Rick, so Veritas has made some exciting announcements. Talk to us about some of the new things that you've >>Unveiled. Yeah, we've been, we've been incredibly busy and, you know, the journey that we've been on, one of the big announcement that we made about three or four weeks ago is the introduction, really, of a brand new cloud native data management platform that we call Veritas Alta. And this is a journey that we've been on for the better part of seven years. We actually started it with our, our flex appliances. We continued, that was a containerization of our traditional net backup business in, into a highly secured appliance that was loved by our customers. And we continued that theme and that investment into what we call a scale out and scale up form factor appliance as well, what we called flex scale. And then we continued on that investment theme, basically spending over a billion dollars over that seven year journey in our cloud native. And we call that basically the Veritas altar platform with our cloud native platform. And I think if you really look at what that is, it truly is a data management platform. And I emphasize the term cloud native. And so our traditional technologies around data protection, obviously application resiliency and digital compliance or data compliance and governance. We are the only, the first and only company in the world to provide really a cloud optimized, cloud native platform, really, that addresses that. So it's been fun, it's been a fun journey. >>Talk a little bit about the customer experience. I see over 85% of the Fortune 100 trust Veritas with their data management. That's >>A big number. Yeah. Yeah. It's, it is incredible actually. And it really comes back to the Veritas older platform. We sort of built that with, with four tenants in mind, all driving back to this very similar to AWS's customer obsession. Everything we do each and every day of our waiting moments is a Veritas employee is really surrounds the customer. So it starts with the customer experience on how do they find us to, how do they procure our solutions through things like AWS marketplace and how do they deploy it? And the second thing is around really cost optimization, as we know, you know, to, to say that companies are going through a digital transformation and moving workloads to the cloud. I mean, I've got customers that literally were 20% in cloud a year ago and 80% a year later, we've never seen that kind of velocity. >>And so we've doubled down on this notion of cost optimization. You can only do that with these huge investments that I talked about. And so we're a very profitable company. We've been around, got a great heritage of over 30 years, and we've really taken those investments in r and d to provide that sort of cloud native technology to ultimately make it elastic. And so everything from will spin up and spin down services to optimize the cloud bill for our customers, but we'll also provide the greatest workload support. You know, obviously on-prem workloads are very different from cloud workloads and it's almost like turning the clock back 20 years to see all of those new systems. There's no standard API like s and MP on the network. And so we have to talk to every single PAs service, every single DB PAs, and we capture that information and protect it. So it's really has been a phenomenal journey. It's been great. >>You said this, that that al represents a shift from clouds from flex scale to cloud native. What is the difference there? >>The, the main difference really is we took, you know, obviously our traditional product that you've known for many media years, net backup. It's got, you know, tens of millions of lines of code in that. And we knew if we lifted and shifted it up into the cloud, into an I AEs infrastructure, it's just not, it obviously would perform extremely well, but it wasn't cost optimized for our customer. It was too expensive to to run. And so what we did is we rewrote with microservices and containerization, Kubernetes huge parts of that particular product to really optimize it for the cloud. And not only have we done it for that technology, what we now call alter data protection, but we've done it across our entire port portfolio. That was really the main change that we made as part of this particular transition. And >>What have you done to prepare customers for that shift? Is this gonna be a, a drop in simple upgrade for them? >>Absolutely. Yeah. In fact, one of the things that we introduced is we, we invest still very heavily with regards to our OnPrem solutions. We're certainly not abandoning, we're still innovating. There's a lot of data still OnPrem that needs to move to the cloud. And so we have a unique advantage of all of the different workload supports that we provide OnPrem. We continue that expansion into the cloud. So we, we create it as part of the Veritas AL Vision, a technology, we call it AL view. So it's a single painter glass across both OnPrem and cloud for our customers. And so now they can actually see all of their data protection, all our application availability, single collect, all through that single unified interface, which is really game changing in the industry for us. >>It's game changing for customers too, because customers have what generally six to seven different backup technologies in their environment that they're having to individually manage and provision. So the, the workforce productivity improvements I can imagine are, are huge with Veritas. >>Yeah. You you nailed it, right? You must have seen my script, but Absolutely. I mean, I look at the analogy of, you think about the airlines, what's one of the first things airlines do with efficiency? South Southwest Airlines was the best example, a standardized on the 7 37, right? And so all of their pilots, all of their mechanics, all know how to operate the 7 37. So we are doing the same thing with enterprise data protection. So whether you're OnPrem at the edge or in the cloud or even multi-cloud, we can provide that single painter glass. We've done it for our customers for 30 plus years. We'll continue to do it for another 30 something years. And so it's really the first time with Veritas altar that, that we're, we're coming out with something that we've invested for so long and put, put such a huge investment on that can create those changes and that compelling solution for our customers. So as you can see, we're pretty pumped and excited about it. >>Yes, I can >>Use the term data management to describe Alta, and I want to ask about that term because I hear it a lot these days. Data management used to be database, now data management is being applied to all kinds of different functions across the spectrum. How do you define data management in Veritas >>Perspective? Yeah, there's a, we, we see it as really three main pillars across the environment. So one is protection, and we'll talk a little bit about this notion of ransomware is probably the number one use case. So the ability to take the most complex and the biggest, most vast applications. SAP is an example with hundreds of different moving parts to it and being able to protect that. The second is application resiliency. If, if you look at the cloud, there's this notion of, of responsibility, shared responsibility in the cloud. You've heard it, right? Yep. Every single one of the cloud service providers, certainly AWS has up on their website, this is what we protect, here's the demarcation line, the line in the sand, and you, the customer are responsible for that other level. And so we've had a technology, you previously knew it as InfoScale, we now call it alter application resiliency. >>And it can provide availability zone to availability zone, real time replication, high availability of your mission critical applications, right? So not only do we do the traditional backups, but we can also provide application resiliency for mission critical. And then the third thing really from a data management standpoint is all around governance and compliance. You know, ac a lot of our customers need to keep data for five, 10 years or forever. They're audited. There's regulations and different geographies around the world. And, and those regulations require them to be able to really take control of their cloud, take control of their data. And so we have a whole portfolio of solutions under that data compliance, data government. So back to your, your question Paul, it's really the integration and the intersection of those three main pillars. We're not a one trick pony. We've been at this for a long time, and they're not just new products that we invented a couple of months ago and brought to market. They're tried and tested with eight 80,000 customers and the most complex early solutions on the planet that we've been supporting. >>I gotta ask you, you know, we talked about those three pillars and you talked about the shared responsibility model. And think of that where you mentioned aws, Salesforce, Microsoft 365, Google workspace, whatnot. Are you finding that most customers aren't aware of that and haven't been protecting those workloads and then come to you and saying, Hey guys, guess what, this is what this is what they're responsible for. The data is >>You Yeah, I, it's, it's our probably biggest challenge is, is one of awareness, you know, with the cloud, I mean, how many times have you spoken to someone? You just put it in the cloud. Your applications, like the cloud providers like aws, they'll protect everything. Nothing will ever go down. And it's kind like if you, unless your house was ever broken into, you're probably not gonna install that burglar alarm or that fire alarm, right? Hopefully that won't be an event that you guys have to suffer through. So yeah, it's definitely, it wasn't till the last year or so the cloud service providers really published jointly as to where is their responsibility, right? So a great example is an attack vector for a lot of corporations is their SAS applications. So, you know, whether it it's your traditional SA applications that is available that's available on the web to their customers as a sas. >>And so it's certainly available to the bad actors. They're gonna, where there's, there's gonna be a point they're gonna try to get in. And so no matter what your resiliency plan is, at the end of the day, you really need to protect it. And protection isn't just, for example, with M 365 having a snapshot or a recycle bin, that's just not good enough. And so we actually have some pretty compelling technology, what we call ALTA SAS protection, which covers the, pretty much the, the gamut of the major SAS technologies to protect those and make it available for our customers. So yeah, certainly it's a big part of it is awareness. Yeah. >>Well, I understand that the shared responsibility model, I, I realize there's a lot of confusion about that still, but in the SaaS world that's somewhat different. The responsibility of the SaaS provider for protecting data is somewhat different. How, how should, what should customers know about that? >>I think, you know, the, the related to that, if, if you look at OnPrem, you know, approximately 35 to 40% of OnPrem enterprise data is protected. It's kind of in a long traditional problem. Everyone's aware of it. You know, I remember going to a presentation from IBM 20 something years ago, and someone held their push hand up in the room about the dis drives and says, you need to back it up. And the IBM sales guy said, no, IBM dis drives never crash. Right? And so fast forward to here we are today, things have changed. So we're going through almost a similar sort of changes and culture in the cloud. 8% of the data in the cloud is protected today, 8%. That's incredible. Meaning >>That there is independent backup devoted >>To that data in some cases, not at all. And something many cases, the customer just assumes that it's in the cloud, therefore it's always available. I never have to worry about protecting it, right? And so that's a big problem that we're obviously trying to, trying to solve. And we do that all under the umbrella of ransomware. That's a huge theme, huge investment that, that Veritas does with regards to providing that resiliency for our >>Customers. Ransomware is scary. It is becoming so prolific. The bad actors have access to technologies. Obviously companies are fighting them, but now ransomware has evolved into, no longer are we gonna get hit, it's when, yeah, it's how often it's what's the damage going to be. So the ability to help customers recover from ransomware, that resiliency is table stakes for businesses in any industry these days. Does that, that one of the primary pain points that your customers are coming to you with? >>It's the number one pain point. Yeah, it's, it's incredible. I mean, there's not a single briefing that our teams are doing customer meetings where that term ransomware doesn't come up as, as their number one use case. Just to give you something, a couple of statistics. There's a ransomware attack attack that happens 11 times a second right around the globe. And this isn't just, you know, minor stuff, right? I've got friends that are, you know, executives of large company that have been hit that have that some, you know, multimillion dollar ransom attack. So our, our play on this is, when you think about it, is data protection is the last line of defense. Yes. And so if they break through, it's not a case, Lisa, as you mentioned, if it's a case of when Yeah. And so it's gonna happen. So one of the most important things is knowing how do you know you have a gold copy, a clean copy, and you can recover at speed in some cases. >>We're talking about tens of thousands of systems to do that at speed. That's in our dna. We've been doing it for many, many years. And we spoke through a lot of the cyber insurance companies on this particular topic as well. And what really came back from that is that they're actually now demanding things like immutable storage, malware detection, air gaping, right? Anomaly detection is sort of core technologies tick the box that they literally won't ensure you unless you have those core components. And so what we've done is we've doubled down on that investment. We use AI in ML technologies, particularly around the anomaly detection. One of the, the, the unique and ne differentiators that Verto provides is a ransomware resiliency scorecard. Imagine the ability to save uran a corporation. We can come in and run our analytics on your environment and kind of give you a grade, right? Wouldn't you prefer that than waiting for the event to take place to see where your vulnerability really is? And so these are some of the advantages that we can actually provide for our customers, really, really >>To help. Just a final quick question. There is a, a common perception, I believe that ransomware is an on premise problem. In fact, it is also a cloud problem. Is that not right? >>Oh, absolutely. I I think that probably the biggest attack vector is in the cloud. If it's, if it's OnPrem, you've certainly got a certain line of defense that's trying to break through. But, you know, you're in the open world there. Obviously with SAS applications in the cloud, it's not a case of if, but when, and it's, and it's gonna continue to get, you know, more and more prevalent within corporations. There's always gonna be those attack factors that they find the, the flash wounds that they can attack to break through. What we are concentrating on is that resiliency, that ability for customers to recover at speed. We've done that with our traditional appliances from our heritage OnPrem. We continue to do that with regard to resiliency at speed with our customers in the cloud, with partners like aws >>For sure. Almost done. Give me your 30 seconds on AWS and Veritas. >>We've had a partnership for the better part of 10 years. It's incredible when you think about aws, where they released the elastic compute back in 2006, right? We've been delivering data protection, a data management solutions for, for the better part of 30 years, right? So, so we're, we're Junos in our space. We're the leader in, in data protection and enterprise data protection. We were on-prem. We, we continue to be in the cloud as AWS was with the cloud service provided. So the synergies are incredible. About 80 to 85% of our, our joint customers are the same. We take core unique superpowers of aws, like AWS outposts and AWS Glacier Instant retrieval, for example, those core technologies and incorporate them into our products as we go to Mark. And so we released a core technology a few months ago, we call it ultra recovery vault. And it's an air gap, a mutable storage, worm storage, right Once, right? You can't change it even when the bad actors try to get in. They're independent from the customer's tenant and aws. So we manage it as a managed backup service for our customers. Got it. And so our customers are using that to really help them with their ransomware. So it's been a tremendous partnership with AWS >>Standing 10 years of accounting. Last question for you, Rick. You got a billboard on the 1 0 1 in Santa Clara, right? By the fancy Verto >>1 0 1? >>Yeah. Right. Well, there's no traffic. What does that billboard say? What's that bumper sticker about? Vertus, >>I think, I think the billboard would say, welcome to the new Veritas. This is not your grandfather's old mobile. We've done a phenomenal job in, in the last, particularly the last three or four years, to really reinvent ourselves in the cloud and the investments that we made are really paying off for our customers today. So I'm excited to be part of this journey and excited to talk to you guys today. >>Love it. Not your grandfather's Veritas. Rick, thank you so much for joining Paula, me on the forgot talking about what you guys are doing, how you're helping customers, really established that cyber of resiliency, which is absolutely critical these days. We appreciate your >>Time. My pleasure. Thank you so much. >>All right, for our guest and Paul Gilland, I'm Lisa Martin, you're watching the Queue, which as you know is the leader in live enterprise and emerging check coverage.

Published Date : Nov 29 2022

SUMMARY :

Great to be hosting with you And likewise with you, Lisa. you know, I've been to a lot of conferences going back 40 years, long as I can remember. many different companies on the Q Paul. Rick, welcome back It's a pleasure being here, you know, thank you so much. Talk to us about some of the new things that you've And I emphasize the term cloud native. Talk a little bit about the customer experience. And it really comes back to the Veritas older platform. And so we have What is the difference there? The, the main difference really is we took, you know, obviously our traditional product that you've known for many media And so we have a unique advantage of all of the different workload supports that we backup technologies in their environment that they're having to individually manage and provision. And so it's really the first time with Use the term data management to describe Alta, and I want to ask about that term because I hear it a lot these So the ability to take the most complex and the biggest, And so we have a whole portfolio of solutions under that data And think of that where you mentioned aws, Salesforce, Microsoft 365, that is available that's available on the web to their customers as a sas. And so it's certainly available to the bad actors. that still, but in the SaaS world that's somewhat different. And so fast forward to here we are today, And something many cases, the customer just assumes that it's in So the ability to help customers recover from ransomware, So one of the most important things is knowing how do you know you have a gold copy, And so these are some of the advantages that we can actually provide for our customers, really, I believe that ransomware is an on premise problem. it's not a case of if, but when, and it's, and it's gonna continue to get, you know, Give me your 30 seconds on AWS and Veritas. And so we released a core technology a You got a billboard on the 1 0 1 in What does that billboard say? the investments that we made are really paying off for our customers today. Rick, thank you so much for joining Paula, me on the forgot talking about what you guys are doing, Thank you so much. which as you know is the leader in live enterprise and emerging check coverage.

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Dave Jent, Indiana University and Aaron Neal, Indiana University | SuperComputing 22


 

(upbeat music) >> Welcome back. We're here at Supercomputing 22 in Dallas. My name's Paul Gill, I'm your host. With me, Dave Nicholson, my co-host. And one thing that struck me about this conference arriving here, was the number of universities that are exhibiting here. I mean, big, big exhibits from universities. Never seen that at a conference before. And one of those universities is Indiana University. Our two guests, Dave Jent, who's the AVP of Networks at Indiana University, Aaron Neal, Deputy CIO at Indiana University. Welcome, thanks for joining us. >> Thank you for having us. >> Thank you. >> I've always thought that the CIO job at a university has got to be the toughest CIO job there is, because you're managing this sprawling network, people are doing all kinds of different things on it. You've got to secure it. You've got to make it performant. And it just seems to be a big challenge. Talk about the network at Indiana University and what you have done particularly since the pandemic, how that has affected the architecture of your network. And what you do to maintain the levels of performance and security that you need. >> On the network side one of the things we've done is, kept in close contact with what the incoming students are looking for. It's a different environment than it was then 10 years ago when a student would come, maybe they had a phone, maybe they had one laptop. Today they're coming with multiple phones, multiple laptops, gaming devices. And the expectation that they have to come on a campus and plug all that stuff in causes lots of problems for us, in managing just the security aspect of it, the capacity, the IP space required to manage six, seven devices per student when you have 35,000 students on campus, has always been a challenge. And keeping ahead of that knowing what students are going to come in with, has been interesting. During the pandemic the campus was closed for a bit of time. What we found was our biggest challenge was keeping up with the number of people who wanted to VPN to campus. We had to buy additional VPN licenses so they could do their work, authenticate to the network. We doubled, maybe even tripled our our VPN license count. And that has settled down now that we're back on campus. But again, they came back with a vengeance. More gaming devices, more things to be connected, and into an environment that was a couple years old, that we hadn't done much with. We had gone through a pretty good size network deployment of new hardware to try to get ready for them. And it's worked well, but it's always challenging to keep up with students. >> Aaron, I want to ask you about security because that really is one of your key areas of focus. And you're collaborating with counties, local municipalities, as well as other educational institutions. How's your security strategy evolving in light of some of the vulnerabilities of VPNs that became obvious during the pandemic, and this kind of perfusion of new devices that that Dave was talking about? >> Yeah, so one of the things that we we did several years ago was establish what we call OmniSOC, which is a shared security operations center in collaboration with other institutions as well as research centers across the United States and in Indiana. And really what that is, is we took the lessons that we've learned and the capabilities that we've had within the institution and looked to partner with those key institutions to bring that data in-house, utilize our staff such that we can look for security threats and share that information across the the other institutions so that we can give each of those areas a heads up and work with those institutions to address any kind of vulnerabilities that might be out there. One of the other things that you mentioned is, we're partnering with Purdue in the Indiana Office of Technology on a grant to actually work with municipalities, county governments, to really assess their posture as it relates to security in those areas. It's a great opportunity for us to work together as institutions as well as work with the state in general to increase our posture as it relates to security. >> Dave, what brings IU to Supercomputing 2022? >> We've been here for a long time. And I think one of the things that we're always interested in is, what's next? What's new? There's so many, there's network vendors, software vendors, hardware vendors, high performance computing suppliers. What is out there that we're interested in? IU runs a large Cray system in Indiana called Big Red 200. And with any system you procure it, you get it running, you operate it, and your next goal is to upgrade it. And what's out there that we might be interested? That I think why we come to IU. We also like to showcase what we do at IU. If you come by the booth you'll see the OmniSOC, there's some video on that. The GlobalNOC, which I manage, which supports a lot of the RNE institutions in the country. We talk about that. Being able to have a place for people to come and see us. If you stand by the booth long enough people come and find you, and want to talk about a project they have, or a collaboration they'd like to partner with. We had a guy come by a while ago wanting a job. Those are all good things having a big booth can do for you. >> Well, so on that subject, in each of your areas of expertise and your purview are you kind of interleaved with the academic side of things on campus? Do you include students? I mean, I would think it would be a great source of cheap labor for you at least. Or is there kind of a wall between what you guys are responsible for and what students? >> Absolutely we try to support faculty and students as much as we can. And just to go back a little bit on the OmniSOC discussion. One of the things that we provide is internships for each of the universities that we work with. They have to sponsor at least three students every year and make that financial commitment. We bring them on site for three weeks. They learn us alongside the other analysts, information security analysts and work in a real world environment and gain those skills to be able to go back to their institutions and do an additional work there. So it's a great program for us to work with students. I think the other thing that we do is we provide obviously the infrastructure that enable our faculty members to do the research that they need to do. Whether that's through Big Red 200, our Supercomputer or just kind of the everyday infrastructure that allows them to do what they need to do. We have an environment on premise called our Intelligent Infrastructure, that we provide managed access to hardware and storage resources in a way that we know it's secure and they can utilize that environment to do virtually anything that they need in a server environment. >> Dave, I want to get back to the GigaPOP, which you mentioned earlier you're the managing director of the Indiana GigaPOP. What exactly is it? >> Well, the GigaPOP and there are a number of GigaPOP around the country. It was really the aggregation facility for Indiana and all of the universities in Indiana to connect to outside resources. GigaPOP has connections to internet too, the commodity internet, Esnet, the Big Ten or the BTAA a network in Chicago. It's a way for all universities in Indiana to connect to a single source to allow them to connect nationally to research organizations. >> And what are the benefits of having this collaboration of university. >> If you could think of a researcher at Indiana wants to do something with a researcher in Wisconsin, they both connect to their research networks in Wisconsin and Indiana, and they have essentially direct connection. There's no commodity internet, there's no throttling of of capacity. Both networks and the interconnects because we use internet too, are essentially UNT throttled access for the researchers to do anything they need to do. It's secure, it's fast, easy to use, in fact, so easy they don't even know that they're using it. It just we manage the networks and organize the networks in a way configure them that's the path of least resistance and that's the path traffic will take. And that's nationally. There are lots of these that are interconnected in various ways. I do want to get back to the labor point, just for a moment. (laughs) Because... >> You're here to claim you're not violating any labor laws. Is that what you're going to be? >> I'm here to hopefully hire, get more people to be interested to coming to IU. >> Stop by the booth. >> It's a great place to work. >> Exactly. >> We hire lots of interns and in the network space hiring really experienced network engineers, really hard to do, hard to attract people. And these days when you can work from anywhere, you don't have to be any place to work for anybody. We try to attract as many students as we can. And really we're exposing 'em to an environment that exists in very few places. Tens of thousands of wireless access points, big fast networks, interconnections and national international networks. We support the Noah network which supports satellite systems and secure traffic. It really is a very unique experience and you can come to IU, spend lots of years there and never see the same thing twice. We think we have an environment that's really a good way for people to come out of college, graduate school, work for some number of years and hopefully stay at IU, but if not, leave and get a good job and talk well about IU. In fact, the wireless network today here at SC was installed and is managed by a person who manages our campus network wireless, James Dickerson. That's the kind of opportunity we can provide people at IU. >> Aaron, I'd like to ask, you hear a lot about everything moving to the cloud these days, but in the HPC world I don't think that move is happening as quickly as it is in some areas. In fact, there's a good argument some workloads should never move to the cloud. You're having to balance these decisions. Where are you on the thinking of what belongs in the data center and what belongs in the cloud? >> I think our approach has really been specific to what the needs are. As an institution, we've not pushed all our chips in on the cloud, whether it be for high performance computing or otherwise. It's really looking at what the specific need is and addressing it with the proper solution. We made an investment several years ago in a data center internally, and we're leveraging that through the intelligent infrastructure that I spoke about. But really it's addressing what the specific need is and finding the specific solution, rather than going all in in one direction or another. I dunno if Jet Stream is something that you would like to bring up as well. >> By having our own data center and having our own facilities we're able to compete for NSF grants and work on projects that provide shared resources for the research community. Just dream is a project that does that. Without a data center and without the ability to work on large projects, we don't have any of that. If you don't have that then you're dependent on someone else. We like to say that, what we are proud of is the people come to IU and ask us if they can partner on our projects. Without a data center and those resources we are the ones who have to go out and say can we partner on your project? We'd like to be the leaders of that in that space. >> I wanted to kind of double click on something you mentioned. Couple of things. Historically IU has been I'm sure closely associated with Chicago. You think of what are students thinking of doing when they graduate? Maybe they're going to go home, but the sort of center of gravity it's like Chicago. You mentioned talking about, especially post pandemic, the idea that you can live anywhere. Not everybody wants to live in Manhattan or Santa Clara. And of course, technology over decades has given us the ability to do things remotely and IU is plugged into the globe, doesn't matter where you are. But have you seen either during or post pandemic 'cause we're really in the early stages of this. Are you seeing that? Are you seeing people say, Hey, thinking about their family, where do I want to live? Where do I want to raise my family? I'm in academia and no, I don't want to live in Manhattan. Hey, we can go to IU and we're plugged into the globe. And then students in California we see this, there's some schools on the central coast where people loved living there when they were in college but there was no economic opportunity there. Are you seeing a shift, are basically houses in Bloomington becoming unaffordable because people are saying, you know what, I'm going to stay here. What does that look like? >> I mean, for our group there are a lot of people who do work from home, have chosen to stay in Bloomington. We have had some people who for various reasons want to leave. We want to retain them, so we allow them to work remotely. And that has turned into a tool for recruiting. The kid that graduates from Caltech. Doesn't want to stay in Caltech in California, we have an opportunity now he can move to wherever between here and there and we can hire him do work. We love to have people come to Indiana. We think it is a unique experience, Bloomington, Indianapolis are great places. But I think the reality is, we're not going to get everybody to come live, be a Hoosier, how do we get them to come and work at IU? In some ways disappointing when we don't have buildings full of people, but 40 paying Zoom or teams window, not kind the same thing. But I think this is what we're going to have to figure out, how do we make this kind of environment work. >> Last question here, give you a chance to put in a plug for Indiana University. For those those data scientists those researchers who may be open to working somewhere else, why would they come to Indiana University? What's different about what you do from what every other academic institution does, Aaron? >> Yeah, I think a lot of what we just talked about today in terms of from a network's perspective, that were plugged in globally. I think if you look beyond the networks I think there are tremendous opportunities for folks to come to Bloomington and experience some bleeding edge technology and to work with some very talented people. I've been amazed, I've been at IU for 20 years and as I look at our peers across higher ed, well, I don't want to say they're not doing as well I do want brag at how well we're doing in terms of organizationally addressing things like security in a centralized way that really puts us in a better position. We're just doing a lot of things that I think some of our peers are catching up to and have been catching up to over the last 10, 12 years. >> And I think to sure scale of IU goes unnoticed at times. IU has the largest medical school in the country. One of the largest nursing schools in the country. And people just kind of overlook some of that. Maybe we need to do a better job of talking about it. But for those who are aware there are a lot of opportunities in life sciences, healthcare, the social sciences. IU has the largest logistics program in the world. We teach more languages than anybody else in the world. The varying kinds of things you can get involved with at IU including networks, I think pretty unparalleled. >> Well, making the case for high performance computing in the Hoosier State. Aaron, Dave, thanks very much for joining you making a great case. >> Thank you. >> Thank you. >> We'll be back right after this short message. This is theCUBE. (upbeat music)

Published Date : Nov 16 2022

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that are exhibiting here. and security that you need. of the things we've done is, in light of some of the and looked to partner with We also like to showcase what we do at IU. of cheap labor for you at least. that they need to do. of the Indiana GigaPOP. and all of the universities in Indiana And what are the benefits and that's the path traffic will take. You're here to claim you're get more people to be and in the network space but in the HPC world I and finding the specific solution, the people come to IU and IU is plugged into the globe, We love to have people come to Indiana. open to working somewhere else, and to work with some And I think to sure scale in the Hoosier State. This is theCUBE.

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*****NEEDS TO STAY UNLISTED FOR REVIEW***** Tom Gillis | Advanced Security Business Group


 

(bright music) >> Welcome back everyone. theCube's live coverage here. Day two, of two sets, three days of theCube coverage here at VMware Explore. This is our 12th year covering VMware's annual conference, formerly called VM World. I'm John Furrier, with Dave Vellante. We'd love seeing the progress and we've got great security comes Tom Gill, senior vices, president general manager, networking and advanced security business group at VMware. Great to see you. Thanks for coming on. >> Thanks. for having me. >> Yeah, really happy we could have you on. >> I think this is my sixth edition on the theCube. Do I get frequent flyer points or anything? >> Yeah. >> You first get the VIP badge. We'll make that happen. You can start getting credits. >> Okay, there we go. >> We won't interrupt you. Seriously, you got a great story in security here. The security story is kind of embedded everywhere, so it's not called out and blown up and talked specifically about on stage. It's kind of in all the narratives in the VM World for this year. But you guys have an amazing security story. So let's just step back and to set context. Tell us the security story for what's going on here at VMware and what that means to this supercloud, multi-cloud and ongoing innovation with VMware. >> Yeah, sure thing. So probably the first thing I'll point out is that security's not just built in at VMware. It's built differently. So, we're not just taking existing security controls and cut and pasting them into our software. But we can do things because of our platform, because of the virtualization layer that you really can't do with other security tools. And where we're very, very focused is what we call lateral security or East-West movement of an attacker. 'Cause frankly, that's the name of the game these days. Attackers, you've got to assume that they're already in your network. Already assume that they're there. Then how do we make it hard for them to get to the stuff that you really want? Which is the data that they're going after. And that's where we really should. >> All right. So we've been talking a lot, coming into VMware Explore, and here, the event. About two things. Security, as a state. >> Yeah. >> I'm secure right now. >> Yeah. >> Or I think I'm secure right now, even though someone might be in my network or in my environment. To the notion of being defensible. >> Yeah. >> Meaning I have to defend and be ready at a moment's notice to attack, fight, push back, red team, blue team. Whatever you're going to call it. But something's happening. I got to be able to defend. >> Yeah. So what you're talking about is the principle of Zero Trust. When I first started doing security, the model was we have a perimeter. And everything on one side of the perimeter is dirty, ugly, old internet. And everything on this side, known good, trusted. What could possibly go wrong. And I think we've seen that no matter how good you make that perimeter, bad guys find a way in. So Zero Trust says, you know what? Let's just assume they're already in. Let's assume they're there. How do we make it hard for them to move around within the infrastructure and get to the really valuable assets? 'Cause for example, if they bust into your laptop, you click on a link and they get code running on your machine. They might find some interesting things on your machine. But they're not going to find 250 million credit cards. >> Right. >> Or the script of a new movie or the super secret aircraft plans. That lives in a database somewhere. And so it's that movement from your laptop to that database. That's where the damage is done and that's where VMware shines. >> So if they don't have the right to get to that database, they're not in. >> And it's not even just the right. So they're so clever and so sneaky that they'll steal a credential off your machine, go to another machine, steal a credential off of that. So, it's like they have the key to unlock each one of these doors. And we've gotten good enough where we can look at that lateral movement, even though it has a credential and a key, we're like wait a minute. That's not a real CIS Admin making a change. That's ransomware. And that's where you. >> You have to earn your way in. >> That's right. That's right. Yeah. >> And we're all kinds of configuration errors. But also some user problems. I've heard one story where there's so many passwords and username and passwords and systems that the bad guys scour, the dark web for passwords that have been exposed. >> Correct. >> And go test them against different accounts. Oh one hit over here. >> Correct. >> And people don't change their passwords all the time. >> Correct. >> That's a known vector. >> Just the idea that users are going to be perfect and never make a mistake. How long have we been doing this? Humans are the weakest link. So people are going to make mistakes. Attackers are going to be in. Here's another way of thinking about it. Remember log4j? Remember that whole fiasco? Remember that was at Christmas time. That was nine months ago. And whoever came up with that vulnerability, they basically had a skeleton key that could access every network on the planet. I don't know if a single customer that said, "Oh yeah, I wasn't impacted by log4j." So here's some organized entity had access to every network on the planet. What was the big breach? What was that movie script that got stolen? So there wasn't one, right? We haven't heard anything. So the point is, the goal of attackers is to get in and stay in. Imagine someone breaks into your house, steals your laptop and runs. That's a breach. Imagine someone breaks into your house and stays for nine months. It's untenable, in the real world, right? >> Right. >> We don't know in there, hiding in the closet. >> They're still in. >> They're watching everything. >> Hiding in your closet, exactly. >> Moving around, nibbling on your cookies. >> Drinking your beer. >> Yeah. >> So let's talk about how this translates into the new reality of cloud-native. Because now you hear about automated pentesting is a new hot thing right now. You got antivirus on data is hot within APIs, for instance. >> Yeah. >> API security. So all kinds of new hot areas. Cloud-native is very iterative. You know, you can't do a pentest every week. >> Right. >> You got to do it every second. >> So this is where it's going. It's not so much simulation. It's actually real testing. >> Right. Right. >> How do you view that? How does that fit into this? 'cause that seems like a good direction to me. >> Yeah. If it's right in, and you were talking to my buddy, Ahjay, earlier about what VMware can do to help our customers build cloud native applications with Tanzu. My team is focused on how do we secure those applications? So where VMware wants to be the best in the world is securing these applications from within. Looking at the individual piece parts and how they talk to each other and figuring out, wait a minute, that should never happen. By almost having an x-ray machine on the innards of the application. So we do it for both for VMs and for container based applications. So traditional apps are VM based. Modern apps are container based. And we have a slightly different insertion mechanism. It's the same idea. So for VMs, we do it with a hypervisor with NSX. We see all the inner workings. In a container world we have this thing called a service mesh that lets us look at each little snippet of code and how they talk to each other. And once you can see that stuff, then you can actually apply. It's almost like common sense logic of like, wait a minute. This API is giving back credit card numbers and it gives five an hour. All of a sudden, it's now asking for 20,000 or a million credit cards. That doesn't make any sense. The anomalies stick out like a sore thumb. If you can see them. At VMware, our unique focus in the infrastructure is that we can see each one of these little transactions and understand the conversation. That's what makes us so good at that East-West or lateral security. >> You don't belong in this room, get out or that that's some weird call from an in memory database, something over here. >> Exactly. Where other security solutions won't even see that. It's not like there algorithms aren't as good as ours or better or worse. It's the access to the data. We see the inner plumbing of the app and therefore we can protect the app from. >> And there's another dimension that I want to get in the table here. 'Cause to my knowledge only AWS, Google, I believe Microsoft and Alibaba and VMware have this. >> Correct >> It's Nitro. The equivalent of a Nitro. >> Yes. >> Project Monterey. >> Yeah. >> That's unique. It's the future of computing architectures. Everybody needs a Nitro. I've written about this. >> Yeah. >> Right. So explain your version. >> Yeah. >> It's now real. >> Yeah. >> It's now in the market, right? >> Yeah. >> Or soon will be. >> Here's our mission. >> Salient aspects. >> Yeah. Here's our mission of VMware. Is that we want to make every one of our enterprise customers. We want their private cloud to be as nimble, as agile, as efficient as the public cloud. >> And secure. >> And secure. In fact, I'll argue, we can make it actually more secure because we're thinking about putting security everywhere in this infrastructure. Not just on the edges of it. Okay. How do we go on that journey? As you pointed out, the public cloud providers realized five years ago that the right way to build computers was not just a CPU and a graphics process unit, GPU. But there's this third thing that the industry's calling a DPU, data processing unit. And so there's kind of three pieces of a computer. And the DPU is sometimes called a Smartnic. It's the network interface card. It does all that network handling and analytics and it takes it off the CPU. So they've been building and deploying those systems themselves. That's what Nitro is. And so we have been working with the major Silicon vendors to bring that architecture to everybody. So with vSphere 8, we have the ability to take the network processing, that East-West inspection I talked about, take it off of the CPU and put it into this dedicated processing element called the DPU and free up the CPU to run the applications that Ahjay and team are building. >> So no performance degradation at all? >> Correct. To CPU offload. >> So even the opposite, right? I mean you're running it basically Bare Metal speeds. >> Yes, yes and yes. >> And you're also isolating the storage from the security, the management, and. >> There's an isolation angle to this, which is that firewall, that we're putting everywhere. Not just that the perimeter, but we put it in each little piece of the server is running when it runs on one of these DPUs it's a different memory space. So even if an attacker gets to root in the OS, they it's very, very, never say never, but it's very difficult. >> So who has access to that resource? >> Pretty much just the infrastructure layer, the cloud provider. So it's Amazon, Google, Microsoft, and the enterprise. >> Application can't get in. >> Can't get in there. Cause you would've to literally bridge from one memory space to another. Never say never, but it would be very. >> But it hasn't earned the trust to get. >> It's more than barbwire. It's multiple walls. >> Yes. And it's like an air gap. It puts an air gap in the server itself so that if the server is compromised, it's not going to get into the network. Really powerful. >> What's the big thing that you're seeing with this supercloud transition. We're seeing multi-cloud and this new, not just SaaS hosted on the cloud. >> Yeah. >> You're seeing a much different dynamic of, combination of large scale CapEx, cloud-native, and then now cloud-native drills on premises and edge. Kind of changing what a cloud looks like if the cloud's on a cloud. >> Yeah. >> So we're the customer, I'm building on a cloud and I have on premise stuff. So, I'm getting scale CapEx relief from the hyperscalers. >> I think there's an important nuance on what you're talking about. Which is in the early days of the cloud customers. Remember those first skepticism? Oh, it'll never work. Oh, that's consumer grade. Oh, that's not really going to work. Oh some people realize. >> It's not secure. >> Yeah. It's not secure. >> That one's like, no, no, no it's secure. It works. And it's good. So then there was this sort of over rush. Let's put everything on the cloud. And I had a lot of customers that took VM based applications said, I'm going to move those onto the cloud. You got to take them all apart, put them on the cloud and put them all back together again. And little tiny details like changing an IP address. It's actually much harder than it looks. So my argument is, for existing workloads for VM based workloads, we are VMware. We're so good at running VM based workloads. And now we run them on anybody's cloud. So whether it's your east coast data center, your west coast data center, Amazon, Google, Microsoft, Alibaba, IBM keep going. We pretty much every. >> And the benefit of the customer is what. >> You can literally VMotion and just pick it up and move it from private to public, public to private, private to public, Back and forth. >> Remember when we called Vmotion BS, years ago? >> Yeah. Yeah. >> VMotion is powerful. >> We were very skeptical. We're like, that'll never happen. I mean we were. This supposed to be pat ourselves on the back. >> Well because alchemy. It seems like what you can't possibly do that. And now we do it across clouds. So it's not quite VMotion, but it's the same idea. You can just move these things over. I have one customer that had a production data center in the Ukraine. Things got super tense, super fast and they had to go from their private cloud data center in the Ukraine, to a public cloud data center out of harm's way. They did it over a weekend. 48 hours. If you've ever migrated a data center, that's usually six months. Right. And a lot of heartburn and a lot of angst. Boop. They just drag and dropped and moved it on over. That's the power of what we call the cloud operating model. And you can only do this when all your infrastructures defined in software. If you're relying on hardware, load balancers, hardware, firewalls, you can't move those. They're like a boat anchor. You're stuck with them. And by the way, they're really, really expensive. And by the way, they eat a lot of power. So that was an architecture from the 90's. In the cloud operating model your data center. And this comes back to what you were talking about is just racks and racks of X86 with these magic DPUs, or smart nics, to make any individual node go blisteringly fast and do all the functions that you used to do in network appliances. >> We just had Ahjay taking us to school, and everyone else to school on applications, middleware, abstraction layer. And Kit Culbert was also talking about this across cloud. We're talking supercloud, super pass. If this continues to happen, which we would think it will happen. What does the security posture look like? It feels to me, and again, this is your wheelhouse. If supercloud happens with this kind of past layer where there's vMotioning going on. All kinds of spanning applications and data across environments. >> Yeah. Assume there's an operating system working on behind the scenes. >> Right. >> What's the security posture in all this? >> Yeah. So remember my narrative about the bad guys are getting in and they're moving around and they're so sneaky that they're using legitimate pathways. The only way to stop that stuff, is you've got to understand it at what we call Layer 7. At the application layer. Trying to do security to the infrastructure layer. It was interesting 20 years ago, kind of less interesting 10 years ago. And now it's becoming irrelevant because the infrastructure is oftentimes not even visible. It's buried in some cloud provider. So Layer 7 understanding, application awareness, understanding the APIs and reading the content. That's the name of the game in security. That's what we've been focused on. Nothing to do with the infrastructure. >> And where's the progress bar on that paradigm. One to ten. Ten being everyone's doing it. >> Right now. Well, okay. So we as a vendor can do this today. All the stuff I talked about, reading APIs, understanding the individual services looking at, Hey, wait a minute this credit card anomalies, that's all shipping production code. Where is it in customer adoption life cycle? Early days 10%. So there's a whole lot of headroom for people to understand, Hey, I can put these controls in place. They're software based. They don't require appliances. It's Layer 7, so it has contextual awareness and it's works on every single cloud. >> We talked about the pandemic being an accelerator. It really was a catalyst to really rethink. Remember we used to talk about Pat as a security do over. He's like, yes, if it's the last thing I do, I'm going to fix security. Well, he decided to go try to fix Intel instead. >> He's getting some help from the government. >> But it seems like CISOs have totally rethought their security strategy. And at least in part, as a function of the pandemic. >> When I started at VMware four years ago, Pat sat me down in his office and he said to me what he said to you, which is like, "Tom," he said, "I feel like we have fundamentally changed servers. We fundamentally change storage. We fundamentally change networking. The last piece of the puzzle of security. I want you to go fundamentally change it." And I'll argue that the work that we're doing with this horizontal security, understanding the lateral movement. East- West inspection. It fundamentally changes how security works. It's got nothing to do with firewalls. It's got nothing to do with Endpoint. It's a unique capability that VMware is uniquely suited to deliver on. And so Pat, thanks for the mission. We delivered it and it's available now. >> Those WET web applications firewall for instance are around, I mean. But to your point, the perimeter's gone. >> Exactly. >> And so you got to get, there's no perimeter. so it's a surface area problem. >> Correct. And access. And entry. >> Correct. >> They're entering here easy from some manual error, or misconfiguration or bad password that shouldn't be there. They're in. >> Think about it this way. You put the front door of your house, you put a big strong door and a big lock. That's a firewall. Bad guys come in the window. >> And then the windows open. With a ladder. >> Oh my God. Cause it's hot, bad user behavior trumps good security every time. >> And then they move around room to room. We're the room to room people. We see each little piece of the thing. Wait, that shouldn't happen. Right. >> I want to get you a question that we've been seeing and maybe we're early on this or it might be just a false data point. A lot of CSOs and we're talking to are, and people in industry in the customer environment are looking at CISOs and CSOs, two roles. Chief information security officer, and then chief security officer. Amazon, actually Steven Schmidt is now CSO at Reinforce. They actually called that out. And the interesting point that he made, we had some other situations that verified this, is that physical security is now tied to online, to your point about the service area. If I get a password, I still got the keys to the physical goods too. >> Right. So physical security, whether it's warehouse for them or store or retail. Digital is coming in there. >> Yeah. So is there a CISO anymore? Is it just CSO? What's the role? Or are there two roles you see that evolving? Or is that just circumstance. >> I think it's just one. And I think that the stakes are incredibly high in security. Just look at the impact that these security attacks are having on. Companies get taken down. Equifax market cap was cut 80% with a security breach. So security's gone from being sort of a nuisance to being something that can impact your whole kind of business operation. And then there's a whole nother domain where politics get involved. It determines the fate of nations. I know that sounds grand, but it's true. And so companies care so much about it they're looking for one leader, one throat to choke. One person that's going to lead security in the virtual domain, in the physical domain, in the cyber domain, in the actual. >> I mean, you mention that, but I mean, you look at Ukraine. I mean that cyber is a component of that war. I mean, it's very clear. I mean, that's new. We've never seen. this. >> And in my opinion, the stuff that we see happening in the Ukraine is small potatoes compared to what could happen. >> Yeah. >> So the US, we have a policy of strategic deterrence. Where we develop some of the most sophisticated cyber weapons in the world. We don't use them. And we hope never to use them. Because our adversaries, who could do stuff like, I don't know, wipe out every bank account in North America. Or turn off the lights in New York City. They know that if they were to do something like that, we could do something back. >> This is the red line conversation I want to go there. So, I had this discussion with Robert Gates in 2016 and he said, "We have a lot more to lose." Which is really your point. >> So this brand. >> I agree that there's to have freedom and liberty, you got to strike back with divorce. And that's been our way to balance things out. But with cyber, the red line, people are already in banks. So they're are operating below the red line line. Red line meaning before we know you're in there. So do we move the red line down because, hey, Sony got hacked. The movie. Because they don't have their own militia. >> Yeah. >> If their were physical troops on the shores of LA breaking into the file cabinets. The government would've intervened. >> I agree with you that it creates tension for us in the US because our adversaries don't have the clear delineation between public and private sector. Here you're very, very clear if you're working for the government. Or you work for an private entity. There's no ambiguity on that. >> Collaboration, Tom, and the vendor community. I mean, we've seen efforts to try to. >> That's a good question. >> Monetize private data and private reports. >> So at VMware, I'm very proud of the security capabilities we've built. But we also partner with people that I think of as direct competitors. We've got firewall vendors and Endpoint vendors that we work with and integrate. And so coopetition is something that exists. It's hard. Because when you have these kind of competing. So, could we do more? Of course we probably could. But I do think we've done a fair amount of cooperation, data sharing, product integration, et cetera. And as the threats get worse, you'll probably see us continue to do more. >> And the government is going to trying to force that too. >> And the government also drives standards. So let's talk about crypto. Okay. So there's a new form of encryption coming out called processing quantum. >> Quantum. Quantum computers have the potential to crack any crypto cipher we have today. That's bad. Okay. That's not good at all because our whole system is built around these private communications. So the industry is having conversations about crypto agility. How can we put in place the ability to rapidly iterate the ciphers in encryption. So, when the day quantum becomes available, we can change them and stay ahead of these quantum people. >> Well, didn't NIST just put out a quantum proof algo that's being tested right now by the community? >> There's a lot of work around that. Correct. And NIST is taking the lead on this, but Google's working on it. VMware's working on it. We're very, very active in how do we keep ahead of the attackers and the bad guys? Because this quantum thing is a, it's an x-ray machine. It's like a dilithium crystal that can power a whole ship. It's a really, really, really powerful tool. >> Bad things will happen. >> Bad things could happen. >> Well, Tom, great to have you on the theCube. Thanks for coming on. Take the last minute to just give a plug for what's going on for you here at VMWorld this year, just VMware Explore this year. >> Yeah. We announced a bunch of exciting things. We announced enhancements to our NSX family, with our advanced load balancer. With our edge firewall. And they're all in service of one thing, which is helping our customers make their private cloud like the public cloud. So I like to say 0, 0, 0. If you are in the cloud operating model, you have zero proprietary appliances. You have zero tickets to launch a workload. You have zero network taps and Zero Trust built into everything you do. And that's what we're working on. Pushing that further and further. >> Tom Gill, senior vices president, head of the networking at VMware. Thanks for coming on. We do appreciate it. >> Thanks for having us. >> Always getting the security data. That's killer data and security of the two ops that get the most conversations around DevOps and Cloud Native. This is The theCube bringing you all the action here in San Francisco for VMware Explore 2022. I'm John Furrier with Dave Vellante. Thanks for watching. (bright music)

Published Date : Sep 1 2022

SUMMARY :

We'd love seeing the progress for having me. we could have you on. edition on the theCube. You first get the VIP It's kind of in all the narratives So probably the first thing and here, the event. To the notion of being defensible. I got to be able to defend. the model was we have a perimeter. or the super secret aircraft plans. right to get to that database, And it's not even just the right. Yeah. systems that the bad guys scour, And go test them And people don't change So the point is, the goal of attackers hiding in the closet. nibbling on your cookies. into the new reality of cloud-native. So all kinds of new hot areas. So this is where it's going. Right. a good direction to me. of the application. get out or that that's some weird call It's the access to the data. 'Cause to my knowledge only AWS, Google, The equivalent of a Nitro. It's the future of So explain your version. as efficient as the public cloud. that the right way to build computers So even the opposite, right? from the security, the management, and. Not just that the perimeter, Microsoft, and the enterprise. from one memory space to another. It's more than barbwire. server itself so that if the not just SaaS hosted on the cloud. if the cloud's on a cloud. relief from the hyperscalers. of the cloud customers. It's not secure. Let's put everything on the cloud. And the benefit of and move it from private to public, ourselves on the back. in the Ukraine, to a What does the security posture look like? Yeah. and reading the content. One to ten. All the stuff I talked We talked about the help from the government. function of the pandemic. And I'll argue that the work But to your point, the perimeter's gone. And so you got to get, And access. password that shouldn't be there. You put the front door of your house, And then the windows Cause it's hot, bad user behavior We're the room to room people. the keys to the physical goods too. So physical security, whether What's the role? in the cyber domain, in the actual. component of that war. the stuff that we see So the US, we have a policy This is the red line I agree that there's to breaking into the file cabinets. have the clear delineation and the vendor community. and private reports. And as the threats get worse, And the government is going And the government So the industry is having conversations And NIST is taking the lead on this, Take the last minute to just So I like to say 0, 0, 0. head of the networking at VMware. that get the most conversations

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Steven Jones, AWS | VMware Explore 2022


 

>>Okay, welcome back to everyone. Cube's live coverage of VMware Explorer, 2022. I'm John fur, host of the cube. Two sets three days of live coverage. Dave Ante's here. Lisa Martin, Dave Nicholson, all host of the cube 12 interviews today, just we're with Rocklin and rolling, getting down to the end of the show. As we wind down and look back and look at the future. We've got Steven Jones. Here's the general manager of the VMware cloud on AWS. He's with Amazon web service. Steven Jones. Welcome to the cube. >>Thanks John. >>Welcome back cube alumni. I've been on many times going back to 2015. Yeah. >>Pleasure to be here. Great >>To see you again. Thanks for coming on. Obviously 10 years at AWS, what a ride is that's been, come on. That's fantastic. Tell me it's been crazy. >>Wow. Learned a lot of stuff along the way, right? I mean, we, we, we knew that there was a lot of opportunity, right? Customers wanting the agility and flexibility of, of the cloud and, and we, we still think it's early days, right? I mean, you'll hear Andy say that animals say that, but it really is. Right. If you look at even just the amount of spend that's being spent on, on clouds, it's in the billions, right. And the amount of, of spend in it is still in the trillion. So there's, there's a long way to go and customers are pushing us hard. Obviously >>It's been interesting a lot going on with VM. We're obviously around with them, obviously changing the strategy with their, their third generation and their narrative. Obviously the Broadcom thing is going on around them. And 10 years at abs, we've been, we've been, this'll be our ninth year, no 10th year at reinvent coming up for us. So, but it's 10 years of everything at Amazon, 10 years of S three, 10 years of C two. So if you look at the, the marks of time, now, the history books are starting to be written about Amazon web services. You know, it's about 10 years of full throttle cube hyperscaler in action. I mean, I'm talking about real growth, like >>Hardcore, for sure. I'll give you just one anecdote. So when I first joined, I think we had maybe two EC two instances back in the day and the maximum amount of memory you could conversion into one of these machines was I think 128 gig of Ram fast forward to today. You literally can get a machine with 24 terabytes of Ram just in insane amounts. Right? My, my son who's a gamer tells me he's got 16 gig in his, in his PC. You need to, he thinks that's a lot. >>Yeah. >>That's >>Excited about that. That's not even on his graphics card. I mean, he's, I know it's coming next. The GPU, I mean, just all >>The it's like, right? >>I mean, all the hardware innovation that you guys have done, I mean, look at every it's changed. Everyone's changed their strategy to copy AWS nitro, Dave ante. And I talk about this all the time, especially with James Hamilton and the team over there, Peter DeSantos, these guys have, are constantly going at the atoms and innovating at the, at the level. I mean that, that's how hardcore it is over there right now. I mean, and the advances on the Silicon graviton performance wise is crazy. I mean, so what does that enabling? So given that's continuing, you guys are continuing to do great work there on the CapEx side, we think that's enabling another set of new net new applications because we're starting to see new things emerge. We saw snowflake come on, customer of AWS refactor, the data warehouse, they call it a data cloud. You're starting to see Goldman Sachs. You see capital one, you see enterprise customers building on top of AWS and building a cloud business without spending the CapEx >>Is exactly right. And Ziggy mentioned graviton. So graviton is one of our fastest growing compute families now. And you know, you mentioned a couple of ISVs and partners of ours who are leaning in heavily on porting their own software. Every event Adam announced that we're working with SAP to, to help them port their HANA cloud, which is a, a database of service offering HANA flagship to graviton as well. So it's, it's definitely changing. >>And I think, you know, one of the, and we're gonna circle back to VMware is kind of a point to this. This conversation is that, is that if you look at the trends, right, okay. VMware really tried hard to do cloud and they had a good shot at it V cloud air, but it just, they didn't have the momentum that you guys had at AWS. We saw a lot, lot of other stragglers try to do cloud. They fell off the road, OpenStack, HP, and the list goes on and on. I don't wanna get into that, but the point is, as you guys become more powerful and you're open, right? So you have open ecosystem, you have people now coming back, taking advantage and refactoring and picking up where they left off. VMware was the one of the first companies that actually said, you know what pat Gelsinger said? And I was there, let's clear up the positioning. Let's go all in with AWS. That's >>Right >>At that time, 2016. >>Yeah. This was new for us, for >>Sure. And then now that's set the standard. Now everybody else is kind of doing it. Where is the VMware cloud relationship right now? How is that going out? State's worked. >>It's working well very well. It's I mean, we're celebrating, I think we made the announcement what, five years ago at this conference. Yeah. 2016. So, I mean, it's, it's been a tremendous ride. The best part are the customers who were coming and adopting and proving to us that our vision back then was the right vision. And, and, and what's been different. I think about this relationship. And it was new for us was that we, we purposely went after a jointly engineered solution. This wasn't a, we've got a, a customer or a partner that's just going to run and build something on us. This is something where we both bring muscle and we actually build a, a joint offering together. Talk about, about the main difference. >>Yeah. And that, and that's been working, but now here at this show, if you look at, if you squint through the multi-cloud thing, which is like just, I think positioning for, you know, what could happen in, in a post broad Broadcom world, the cloud native has traction they're Tansu where, where customers were leaning in. So their enterprise customer is what I call the classic. It, you know, mainstream enterprise, which you guys have been doing a lot of business with. They're now thinking, okay, I'm gonna go on continu, accelerate on, in the public cloud, but I'm gonna have hybrid on premise as well. You guys have that solution. Now they're gonna need cloud native. And we were speculating that VMware is probably not gonna be able to get 'em all of it. And, and that there's a lot more cloud native options as customers want more cloud native. How do you see that piece on Amazon side? Because there's a lot of benefits between the VMware cloud on AWS and the services that you guys have natively in your cloud. So we see customers really taking advantage of the AWS goodness, as well as expanding the cloud side at VMware cloud on AWS. >>Yeah. There's probably two ways I would look at this. Right? So, so one is the combination of VMware cloud on AWS. And then both native services just generally brings more options to customers. And so typically what we're seeing now is customers are just able to move much faster, especially as it comes to data center, evacuations, migrating all their assets, right? So it used to be that, and still some customers they're like, I I've gotta think through my entire portfolio of applications and decide what to refactor. And the only way I can move it to cloud is to actually refactor it into some net new application, more and more. We're actually seeing customers. They've got their assets. A lot of them are still on premises in a VMware state, right. They can move those super quick and then modernize those. And so I think where you'll see VMware and AWS very aligned is on this, this idea of migrate. Now you need to get the benefits of TCO and, and the agility that comes with being in the cloud and then modernize. We took a step further, which is, and I think VMware would agree here too, but all of the, the myriad of services, I think it's 200 plus now AWS native services are for use right alongside any that a customer wants to run in VMware. And so we have examples of customers that are doing just, >>And that's, that's how you guys see the native and, and VMware cloud integrating in. Yeah, that's, that's important because this, I mean, if I always joke about, you know, we've been here 12 years listening in the hallways and stuff, you know, on the bus to the event last night, walking the parties and whatnot, listening in the streets, there's kind of two conversations that rise right to the top. And I wanna get your reaction to this Steven, because this seems to be representative of this demographic here at VMware conference, there's conversations around ransomware and storage and D dub and recovery. It's all, a lot of those happen. Yeah. Clearly a big crowd here that care about, you know, Veeam and NetApp and storage and like making sure stuff's secure and air gapped. And a lot of that kind of, I call nerdy conversations and then the other one is, okay, I gotta get the cloud story. >>Right. So there's kind of the operational security. And then there's like, okay, what's my path to true cloud. I need to get this moving. I need to have better applications. My company is the application now not it serves some sort of back office function. Yeah. It's like, my company is completely using technology as its business. So the app is the business. So that means everything's technology driven, not departmental siloed. So there's a, that's what I call the true cloud conversation. How do you, how do you see that evolving because VMware customers are now going there. And I won't say, I won't say they're behind, but they're certainly going there faster than ever before. >>I think, I think, I mean, it's an interesting con it's an interesting way to put it and I, I would completely agree. I think it's, it's very clear that I think a lot of customer companies are actually being disrupted. Right. And they have to move fast and reinvent themselves. You said the app is now becoming the company. Right. I mean, if, if you look at where not too many years back, there were, you know, big companies like Netflix that were born in the cloud. Right. Airbnb they're disruptors. >>There's, that's the >>App, right? That's the app. Yeah. So I, I would exactly agree. And, and that's who other companies are competing with. And so they have to move quickly. You talked about some, some technology that allows them to do that, right? So this week we announced the general availability of a NetApp on tap solution. It's been available on AWS for some time as a fully managed FSX storage solution. But now customers can actually leverage it with, with VMC. Now, why is that important? Well, there's tens of thousands of customers running VMware. On-premises still, there's thousands of them that are actually using NetApp filers, right? NetApp, NetApp filers, and the same enterprise features like replication. D do you were talking about and Snapp and clone. Those types of things can be done. Now within the V VMware state on AWS, what's even better is they can actually move faster. So consider replicating all this, you know, petabytes and petabytes of data that are in these S from on-premises into AWS, this, this NetApp service, and then connected connecting that up to the BMC option. So it just allows customers much, much. >>You guys, you guys have always been customer focus. Every time I sat down with the Andy jazzy and then last year with Adam, same thing we worked back from, I know it's kind of a canned answer on some of the questions from media, but, but they do really care. I've had those conversations. You guys do work backwards from the customer, actually have documents called working backwards. But one of the things that I observed, we talked about here yesterday on the cube was the observations of reinvent versus say, VM world. Now explore is VM world's ecosystem was very partner-centric in the sense of the partners needed to rely on VMware. And the customers came here for both more of the partners, not so much VMware in the sense there wasn't as much, many, many announcements can compare that to the past, say eight years of reinvent, where there's so much Amazon action going on the partners, I won't say take as a second, has a backseat to Amazon, but the, the attendees go there generally for what's going on with AWS, because there's always new stuff coming out. >>And it's, it's amazing. But this year it starts to see that there's an overlap or, or change between like the VMware ecosystem. And now Amazon there's, a lot of our interviews are like, they're on both ecosystems. They're at Amazon's show they're here. So you start to see what I call the naturalization of partners. You guys are continuing to grow, and you'll probably still have thousands of announcements at the event this year, as you always do, but the partners are much more part of the AWS equation, not just we're leasing all these new services and, and oh, for sure. Look at us, look at Amazon. We're growing. Cause you guys were building out and look, the growth has been great. But now as you guys get to this next level, the partners are integral to the ecosystem. How do you look at that? How has Amazon thinking about that? I know there's been some, some, a lot of active reorgs around AWS around solving this problem or no solve the problem, addressing the need and this next level of growth. What's your reaction to >>That? Well, I mean, it's, it's a, it's a good point. So I have to be honest with you, John. I, I, I spent eight of my 10 years so far at AWS within the partner organization. So partners are very near and dear to my heart. We've got tens of thousands of partners and you are you're right. You're starting to see some overlap now between the VMware partner ecosystem and what we've built now in AWS and partners are big >>By the way, you sell out every reinvent. So it's, you have a lot of partners. I'm not suggesting that you, that there's no partner network there, but >>Partners are critical. I mean, absolutely naturally we want a relationship with a customer, but in order to scale the way we need to do to meet the, the needs of customers, we need partners. Right. We, we can't, we can't interact with every single customer as much as we would like to. Right. And so partners have long built teams and expertise that, that caters to even niche workloads or opportunity areas. And, and we love partners >>For that. Yeah. I know you guys do. And also we'll point out just to kind of give props to you guys on the partner side, you don't, you keep that top of the stack open on Amazon. You've done some stuff for end to end where customers want all Amazon, but for the most part, you let competition come in, even on, so you guys are definitely partner friendly. I'm just observing more the maturization of partners within the reinvent ecosystem, cuz we're there every year. I mean, it's, I mean, first of all, they're all buzzing. I mean, it's not like there's no action. There's a lot of customers there it's sold out as big numbers, but it just seems that the partners are much more integrated into the value proposition of at a AWS because of the, the rising tide and, and now their enablement, cuz now they're part of the, of the value proposition. Even more than ever before >>They, they really are. And they, and they're building a lot of capabilities and services on us. And so their customers are our customers. And like you say, it's rising tide, right. We, we all do better together. >>Okay. So let's talk about the VMware cloud here. What's the update here in terms of the show, what's your, what's your main focus cuz a lot of people here are doing, doing sessions. What's been some of the con content that you guys are producing here. >>Yeah. So the best part obviously is a always the customer conversations to partner conversations. So a, a lot of, a lot of sessions there, we did keynote yesterday in Ryan and I, where we talked about a number of announcements that are, I think pretty material now to the offering a joint announcement with NetApp yesterday as well around the storage solution I was talking about. And then some, some really good technical deep dives on how the offering works. Customers are still interested in like how, how do I take what I've got on premises and easily move into AWS and technology like HSX H CX solution with VMware makes it really easy without having to re IP applications. I mean, you know, it is super difficult sometimes to, to move an application. If you've got figure out where all the firewall rules are and re iPing those, those things source. But yeah, it's, it's been fantastic. >>A lot of migrations to the cloud too. A lot of cloud action, new cloud action. You guys have probably seen an uptake on services right on the native side. >>Yes. Yes. For sure. So maybe I just outlined some of the, some of the assets we made this week. So absolutely >>Go ahead. >>We, we announced a new instance family as a, a major workhorse underneath the VMware cloud offering called I, I, you mentioned nitro earlier, this is on, based on our latest generation of nitro, which allows us to offer as you know, bare metal instances, which is, which is what VMware actually VMware was our first partnership and customer that I would say actually drove us to really get Nira done and out the door. And we've continued to iterate on that. And so this I four, I instance, it's based on the, the latest Intel isolate processor with more than double the Ram double the compute, a whopping 75 gigabytes per second network. So it's a real powerhouse. The cool thing is that with the, with the NetApp storage solution that we, we discussed, we're now disaggregating the need to provision, compute and storage at the same time. It used to be, if you wanted to add more storage to your VSAN array, that was on a V VMware cloud. Yeah. You'd add another note. You might not need more compute for memory. You'd have to add another note. And so now customers can simply start adding chunks of storage. And so this opens up customers. I had a customer come to me yesterday and said, there's no reason for us not to move. Now. We were waiting for something that like this, that allowed us to move our data heavy workloads yeah. Into VMware cloud. It's >>Like, it's like the, the alignment. You mentioned alignment earlier. You know, I would say that VMware customers are lined up now almost perfectly with the hybrid story that's that's seamless or somewhat seems it's never truly seamless. But if you look at like what Deepak's doing with Kubernetes and open source, you, you guys have that there talking that big here, you got vs a eight vSphere, eight out it's all cloud native. So that's lined up with what you guys are doing on your services and the horsepower. They have their stuff, you have yours that works better together. So it seems like it's more lined up than ever before. What's your take on that? Do you agree? And, and if so, what folks watching here that are VMware customers, what's, what's the motivation now to go faster? >>Look, it is, it is absolutely lined up. We are, as, as I mentioned earlier, we are jointly engineering and developing this thing together. And so that includes not just the nuts and bolts underneath, but kind of the vision of where it's going. And so we're, we're collectively bringing in customer feedback. >>What is that vision real quick? >>So that vision has to actually help an under help meet even the most demanding customer workloads. Okay. So you've got customer workloads that are still locked in on premises. And why is that? Well, it used to be, there was big for data and migration, right? And the speed. And so we continue to iterate this and that again is a joint thing. Instead of say, VMware, just building on AWS, it really is a, a tight partnership. >>Yeah. The lift and shift is a, an easy thing to do. And, and, and by the way, that could be a hassle too. But I hear most people say the reason holding us back on the workloads is it's just a lot of work, a hassle making it easier is what they want. And you guys are doing that. >>We are doing that. Absolutely. And by the way, we've got not just engineering teams, but we've got customer support teams on both sides working together. We also have flexible commercial options, right? If a customer wants to buy from AWS because they've negotiated some kind of deal with us, they can do that. They wanna buy from VMware for a similar reason. They could buy from VMware. So are >>They in the marketplace? >>They are in the market. There, there are some things in the marketplace. So you talked about Tansu, there's a Tansu offering in the marketplace. So yes. Customers can >>Contract. Yeah. Marketplaces. I'm telling you that's very disruptive. I'm Billy bullish on the market AIOS marketplace. I think that's gonna be a transformative way. People have what they procure and fully agree, deploy and how, and channel relationships are gonna shift. I think that's gonna be a disruptive enabler to the partner equation and, and we haven't even seen it yet. We're gonna be up there in September for their inaugural event. I think it's a small group, but we're gonna be documenting that. So even final question for you, what's next for you? What's on the agenda. You got reinvent right around the corner. Your P ones are done. Right? I know. Assuming all that, I turn that general joke. That's an internal Amazon joke. FYI. You've got your plan. What's next for the world. Obviously they're gonna go this, take this, explore global. No matter what happens with Broadcom, this is gonna be a growth wave with hybrid. What's next for you and your team with AWS and VMware's relationship? >>Yeah. So both of us are hyper focused on adding additional options, both from a, an instance compute perspective. You know, VMware announced some, some, some additional offerings that we've got. We've got a fully complete, like, so they're, they announce things like VMware flex compute V VMware flex storage. You mentioned earlier, there was a conversation around ransomware. There's a new ransomware based offering. So we're hyper focused on rounding out, continuing to round out the offering and giving customers even more choice >>Real quick. Jonathan made me think about the ransomware we were at reinforce Steven Schmidtz now the CSO. Now you got a CSO. AJ's the CSO. You got a whole focus, huge emphasis on security right now. I know you always have, but now it's much more public. It's PO more positive, I think, than some of the other events I've been to. It's been more Lum and doom. What's the security tie in here with VMware. Can you share a little bit real quick on the security piece update around this relationship? >>Yeah, you bet. So as you know, security for us is job zero. Like you don't have anything of security. And so what are the things that, that we're excited about specifically with VMware is, is the latest offering that, that we put together and it's called this, this ransomware offering. And it's, it's a little bit different than other ransomware. I mean, a lot of people have ransomware offerings today, just >>Air gap. >>Right, right, right. Exactly. No, that's easy. No, this one is different. So on the back end, so within VMC, there's this, this option where CU we can be to be taking iterative snapshots of a customer environment. Now, if an event were to occur, right. And a customer is like, I have to know if I'm compromised, we can actually spin up super easy. This is cloud. Remember? Yeah. We can spin up a, a copy of this environment, throw a switch, pick a snapshot with NSX. So VMware NSX firewall it off and then use some custom tooling from VMware to actually see if it's been compromised or not. And then iterate through that until you actually know you're clean. And that's different than just tools that do maybe a >>Little bit of scam. We had Tom gills on yesterday and, and one of the things Dave ante had to leave is taking the sun to college is last one in the house and B nester now, but Tom Gill was on. We were talking about how good their security story is ware. And they really weren't showboating it as much as they could have here. I thought they could have done a better job, but this is an example of kind of them really leaning in with you guys. That's the key part of the relationship. >>Yeah, it really is. And I think this is something is materially different than what you can get elsewhere. And it's exciting for, >>Okay. Now the, the real question I want to know is what's your plans for AWS reinvent the blockbuster end of the year, Amazon surf show that gets bigger and bigger. I know it's still hybrid now, but it's looking be hybrid, but people are back in person last year. You guys were the first event really come back and still had massive numbers. AWS summit, New York at 19,000. I heard last week in Chicago, big numbers. So we're expecting reinvent to be pretty large this year. What are you, what are you gonna do there? What's your role there? >>We are expecting, well, I'll be there. I cover multiple businesses. Obviously. We're, we're planning on some additional announcements, obviously in the VMware space as well. And one of the other businesses I run is around SAP. And you should look for some things there as well. Yeah. Really looking forward to reinvent, except for the fact that it's right after Thanksgiving. But I think it >>Always ruins my, I always get an article out. I like, why are you we're having, we're having Thanksgiving dinner. I gotta write this article. It's gotta get Adam, Adam. Leski exclusive. We, every year we do a, a CEO sit down with Andy was the CEO and then now Adam. But yeah, it's a great event to me. I think it sets the tone. And it's gonna be very interesting to see the big clouds are coming to the big cloud. You guys, and you guys are now called hyperscalers. Now, multiple words. It's interesting. You guys are providing the CapEx goodness for everybody else now. And that relationship seems to be the new, the new industry standard of you guys provide the enablement and then everyone you get paid, cuz it's a service. A whole nother level of cloud is emerging in the partner network, GSI other companies. Yeah. >>Yeah. I mean we're really scaling. I mean we continue to iterate and release regions at a fast clip. We just announced support for VMware in Hong Kong. Yeah. So now we're up to 21 regions for this service, >>The sovereign clouds right around the corner. Let's we'll talk about that soon. Steven. Thanks for coming. I know you gotta go. Thank you for your valuable time. Coming in. Put Steven Jones. Who's the general manager of the VMware cloud on AWS business. Four AWS here inside the cube day. Three of cube coverage. I'm John furrier. Thanks for watching. We'll be right back.

Published Date : Sep 1 2022

SUMMARY :

Lisa Martin, Dave Nicholson, all host of the cube 12 interviews today, just we're with Rocklin and rolling, I've been on many times going back to 2015. Pleasure to be here. To see you again. And the amount of, of So if you look at the, the marks of time, now, the history books are starting to be written about Amazon EC two instances back in the day and the maximum amount of memory you could conversion I mean, he's, I know it's coming next. I mean, all the hardware innovation that you guys have done, I mean, look at every it's changed. And you know, you mentioned a couple of ISVs and partners of ours who are leaning in And I think, you know, one of the, and we're gonna circle back to VMware is kind of a point to this. Where is the VMware The best part are the customers who were coming and adopting and proving lot of benefits between the VMware cloud on AWS and the services that you guys have natively in your cloud. And the only way I can move it to cloud is to actually refactor it into some net new application, And that's, that's how you guys see the native and, and VMware cloud integrating in. So the app is the business. I mean, if, if you look at where not And so they have to move quickly. And the customers came here for both more of the partners, So you start to see what I call the naturalization of partners. So I have to be honest with you, John. By the way, you sell out every reinvent. I mean, absolutely naturally we want a relationship Amazon, but for the most part, you let competition come in, even on, so you guys are definitely partner And like you say, it's rising tide, right. content that you guys are producing here. you know, it is super difficult sometimes to, to move an application. A lot of migrations to the cloud too. So maybe I just outlined some of the, some of the assets we made this week. the latest Intel isolate processor with more than double the Ram double So that's lined up with what you guys are doing on your services and the horsepower. And so that And the speed. And you guys are doing that. And by the way, we've got not just engineering teams, but we've got customer So you talked about Tansu, there's a Tansu offering in I think that's gonna be a disruptive enabler to the So we're hyper focused on rounding out, continuing to round out the offering I know you always have, but now it's much more public. So as you know, security for us is job zero. And a customer is like, I have to know if I'm compromised, we can actually spin up super easy. but this is an example of kind of them really leaning in with you guys. And I think this is something is materially different than what the blockbuster end of the year, Amazon surf show that And one of the other businesses I run is around SAP. And that relationship seems to be the new, the new industry standard of you guys I mean we continue to iterate and release regions at I know you gotta go.

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*****NEEDS TO STAY UNLISTED FOR REVIEW***** Tom Gillis | Advanced Security Business Group


 

>>Welcome back everyone Cube's live coverage here. Day two, two sets, three days of cube coverage here at VMware Explorer. This is our 12th year covering VMware's annual conference, formally called world I'm Jean Dave ante. We'd love seeing the progress and we've got great security comes Tom Gill, senior rights, president general manager, networking and advanced security business group at VMware. Great to see you. Thanks for coming on. Thanks >>For having me. Yeah, really happy we could have you on, you know, I think, I think this is my sixth edition on the cube. Like, do I get freaking flyer points or anything? >>Yeah, you get first get the VIP badge. We'll make that happen. You can start getting credits. >>Okay. There we go. >>We won't interrupt you. No, seriously, you got a great story in security here. The security story is kind of embedded everywhere, so it's not like called out and, and blown up and talked specifically about on stage. It's kind of in all the narratives in, in the VM world for this year. Yeah. But you guys have an amazing security story. So let's just step back into set context. Tell us the security story for what's going on here at VMware and what that means to this super cloud multi-cloud and ongoing innovation with VMware. Yeah, >>Sure thing. So, so probably the first thing I'll point out is that, that security's not just built in at VMware it's built differently, right? So we're not just taking existing security controls and cut and pasting them into, into our software. But we can do things because of our platform because of the virtualization layer that you really can't do with other security tools and where we're very, very focused is what we call lateral security or east west movement of an attacker. Cuz frankly, that's the name of the game these days. Right? Attackers, you gotta assume that they're already in your network. Okay. Already assume that they're there, then how do we make it hard for them to get to what the, the stuff that you really want, which is the data that they're, they're going after. Right. And that's where we, >>We really should. All right. So we've been talking a lot coming into world VMware Explorer and here the event about two things security as a state. Yeah. I'm secure right now. Yeah. Or I, I think I'm secure right now, even though someone might be in my network or in my environment to the notion of being defensible. Yeah. Meaning I have to defend and be ready at a moment's notice to attack, fight, push back red team, blue team, whatever you're gonna call it, but something's happening. I gotta be a to defend. Yeah. >>So you, what you're talking about is the principle of zero trust. So the, the, when we, when I first started doing security, the model was we have a perimeter and everything on one side of the perimeter is dirty, ugly, old internet and everything on this side known good, trusted what could possibly go wrong. And I think we've seen that no matter how good you make that perimeter, bad guys find a way in. So zero trust says, you know what? Let's just assume they're already in. Let's assume they're there. How do we make it hard for them to move around within the infrastructure and get to the really valuable assets? Cuz for example, if they bust into your laptop, you click on a link and they get code running on your machine. They might find some interesting things on your machine, but they're not gonna find 250 million credit cards. Right. Or the, the script of a new movie or the super secret aircraft plans, right. That lives in a database somewhere. And so it's that movement from your laptop to that database. That's where the damage is done. Yeah. And that's where VMware shines. If they don't >>Have the right to get to that database, they're >>Not >>In and it's not even just the right, like, so they're so clever. And so sneaky that they'll steal a credential off your machine, go to another machine, steal a credential off of that. So it's like they have the key to unlock each one of these doors and we've gotten good enough where we can look at that lateral movement, even though it has a credential and a key where like, wait a minute, that's not a real CIS admin making a change. That's ransomware. Yeah. Right. And that's, that's where we, you have to earn your way in. That's right. That's >>Right. Yeah. And we're all, there's all kinds of configuration errors. But also some, some I'll just user problems. I've heard one story where there's so many passwords and username and passwords and systems that the bad guy's scour, the dark web for passwords that have been exposed. Correct. And go test them against different accounts. Oh one hit over here. Correct. And people don't change their passwords all the time. Correct? Correct. That's a known, known vector. We, >>We just, the idea that users are gonna be perfect and never make mistake. Like how long have we been doing this? Like humans with the weakest link. Right. So, so, so people are gonna make mistakes. Attackers are gonna be in here's another way of thinking about it. Remember log for J. Remember that whole ago, remember that was a Christmas time. That was nine months ago. And whoever came up with that, that vulnerability, they basically had a skeleton key that could access every network on the planet. I don't know if a single customer that was said, oh yeah, I wasn't impacted by log for J. So seers, some organized entity had access to every network on the planet. What was the big breach? What was that movie script that got stolen? So there wasn't one. Right? We haven't heard anything. So the point is the goal of attackers is to get in and stay in. Imagine someone breaks into your house, steals your laptop and runs. That's a breach. Imagine someone breaks into your house and stays for nine months. Like it's untenable, the real world. Right, right. >>We don't even go in there. They're still in there >>Watching your closet. Exactly. Moving around, nibbling on your ni line, your cookies. You know what I mean? Drinking your beer. >>Yeah. So, so let's talk about how this translates into the new reality of cloud native, because now know you hear about, you know, automated pen testing is a, a new hot thing right now you got antivirus on data. Yeah. Is hot is hot within APIs, for instance. Yeah. API security. So all kinds of new hot areas, cloud native is very iterative. You know, you, you can't do a pen test every week. Right. You gotta do it every second. Right. So this is where it's going. It's not so much simulation. It's actually real testing. Right. Right. How do you view that? How does that fit into this? Cuz that seems like a good direction to me. >>Yeah. It, it, it fits right in. And you were talking to my buddy AJ earlier about what VMware can do to help our customers build cloud native applications with, with Zu, my team is focused on how do we secure those applications? So where VMware wants to be the best in the world is securing these applications from within looking at the individual piece parts and how they talk to each other and figuring out, wait a minute. That, that, that, that, that should never happen by like almost having an x-ray machine on the ins of the application. So we do it for both for VMs and for container based applications. So traditional apps are VM based. Modern apps are container based and we, and we have a slightly different insertion mechanism. It's the same idea. So for VMs, we do it with the hypervisor, with NSX, we see all the inner workings in a container world. >>We have this thing called a service me that lets us look at each little snippet of code and how they talk to each other. And once you can see that stuff, then you can actually apply. It's almost like common sense logic of like, wait a minute. You know, this API is giving back credit card numbers and it gives five an hour. All of a sudden, it's now asking for 20,000 or a million credit card that doesn't make any sense. Right? The anomalies stick out like a sore thumb. If you can see them. And VMware, our unique focus in the infrastructure is that we can see each one of these little transactions and understand the conversation. That's what makes us so good at that east west or lateral >>Security. Yeah. You don't belong in this room, get out or that that's right. Some weird call from an in-memory database, something over >>Here. Exactly. Where other, other security solutions won't even see that. Right. It's not like there algorithms aren't as good as ours or, or better or worse. It's that, it's the access to the data. We see the, the, the, the inner plumbing of the app. And therefore we can protect >>The app from, and there's another dimension that I wanna get in the table here, cuz to my knowledge only AWS, Google, I, I believe Microsoft and Alibaba and VMware have this, it nitro the equivalent of a nitro. Yes. Project Monterey. Yeah. That's unique. It's the future of computing architectures. Everybody needs a nitro. I've I've written about this. Yeah. Right. So explain your version. Yeah. Project. It's now real. It's now in the market right. Or soon will be. Yeah. Here. Here's our mission salient aspects. Yeah. >>Here's our mission of VMware is that we wanna make every one of our enterprise customers. We want their private cloud to be as nimble, as agile, as efficient as the public cloud >>And secure >>And secure. In fact, I'll argue, we can make it actually more secure because we're thinking about putting security everywhere in this infrastructure. Right. Not just on the edges of it. So, so, so, okay. How do we go on that journey? As you pointed out, the public cloud providers realized, you know, five years ago that the right way to build computers was not just a CPU and a GPU graphics process, unit GPU, but there's this third thing that the industry's calling a DPU data processing unit. So there's kind of three pieces of a computer. And the DPU is sometimes called a smart Nick it's the network interface card. It does all that network handling and analytics and it takes it off the CPU. So they've been building and deploying those systems themselves. That's what nitro is. And so we have been working with the major Silicon vendors to bring that architecture to everybody. So, so with vSphere eight, we have the ability to take the network processing that east west inspection. I talked about, take it off of the CPU and put it into this dedicated processing element called the DPU and free up the CPU to run the applications that AJ and team are building. >>So no performance degradation at all, correct. >>To CPU >>Offload. So even the opposite, right? I mean you're running it basically bare metal speeds. >>Yes, yes. And yes. >>And, and, and you're also isolating the, the storage right from the, from the, the, the security, the management. And >>There's an isolation angle to this, which is that firewall that we're putting everywhere. Not just that the perimeter, we put it in each little piece of the server is running when it runs on one of these DPU, it's a different memory space. So even if, if an attacker gets to root in the OS, they it's very, very, never say never, but it's very difficult. >>So who has access to that? That, that resource >>Pretty much just the infrastructure layer, the cloud provider. So it's Google Microsoft, you know, and the enterprise, the >>Application can't get in, >>Can't get in there. Cause it, you would've to literally bridge from one memory space to another, never say never, but it would be very, very, >>It hasn't earned the trust >>To get it's more than Bob wire. It's, it's, it's multiple walls and, and >>It's like an air gap. It puts an air gap in the server itself so that if the server's compromised, it's not gonna get into the network really powerful. >>What's the big thing that you're seeing with this super cloud transition we're seeing, we're seeing, you know, multicloud and this new, not just SAS hosted on the cloud. Yeah. You're seeing a much different dynamic of combination of large scale CapEx, cloud native. And then now cloud native develops on premises and edge kind of changing what a cloud looks like if the cloud's on a cloud. So rubber customer, I'm building on a cloud and I have on-prem stuff. So I'm getting scale CapEx relief from the, from the cap, from the hyperscalers. >>I, I think there's an important nuance on what you're talking about, which is, is in the early days of the cloud customers. Remember those first skepticism? Oh, it'll never work. Oh, that's consumer grade. Oh, that's not really gonna work. And some people realize >>It's not secure. Yeah. >>It, it's not secure that one's like, no, no, no, it's secure. It works. And it, and it's good. So then there was this sort of over rush. Like let's put everything on the cloud. And I had a lot of customers that took VM based applications said, I'm gonna move those onto the cloud. You gotta take 'em all apart, put 'em on the cloud and put 'em all back together again. And little tiny details, like changing an IP address. It's actually much harder than it looks. So my argument is for existing workloads for VM based workloads, we are VMware. We're so good at running VM based workloads. And now we run them on anybody's cloud. So whether it's your east coast data center, your west coast data center, Amazon, Google, Microsoft, Alibaba, IBM keep going. Right. We pretty much every, and >>The benefit of the customer is what you >>Can literally vMotion and just pick it up and move it from private to public public, to private, private, to public, public, back and forth. >>Remember when we called VMO BS years ago. Yeah, yeah, yeah. >>We were really, skeptic is >>Powerful. We were very skeptical. We're like, that'll never happen. I mean, we were, I mean, it's supposed to be pat ourselves on the back. We, well, >>Because it's alchemy, it seems like what you can't possibly do that. Right. And so, so, so, and now we do it across clouds, right? So we can, you know, it's not quite VMO, but it's the same idea. You can just move these things over. I have one customer that had a production data center in the Ukraine, things got super tense, super fast, and they had to go from their private cloud data center in the Ukraine to a public cloud data center outta harm's way. They did it over a weekend, 48 hours. If you've ever migrated data, that's usually six months, right? And a lot of heartburn and a lot of angst, boom. They just drag and drop, moved it on over. That's the power of what we call the cloud operating model. And you can only do this when all your infrastructure's defined in software. >>If you're relying on hardware, load, balancers, hardware, firewalls, you can't move those. They're like a boat anchor. You're stuck with them. And by the way, really, really expensive. And by the way, they eat a lot of power, right? So that was an architecture from the nineties in the cloud operating model, your data center. And this goes back to what you were talking about is just racks and racks of X 86 with these magic DPU or smart necks to make any individual node go blisteringly fast and do all the functions that you used to do in network appliances. >>We just said, AJ taking us to school and everyone else to school on applications, middleware abstraction layer. Yeah. And kit Culver was also talking about this across cloud. We're talking super cloud, super pass. If this continues to happen, which we would think it will happen. What does the security posture look like? It has. It feels to me. And again, this is, this is your wheelhouse. If super cloud happens with this kind of past layer where there's B motioning going on, all kinds of yeah. Spanning applications and data. Yeah. Across environments. Yeah. Assume there's an operating system working on behind the scenes. Right. What's the security posture in all this. Yeah. >>So remember my narrative about like VA guys are getting in and they're moving around and they're so sneaky that they're using legitimate pathways. The only way to stop that stuff is you've gotta understand it at what, you know, we call layer seven at the application layer the in, you know, trying to do security, the infrastructure layer. It was interesting 20 years ago, kind of less interesting 10 years ago. And now it's becoming irrelevant because the infrastructure is oftentimes not even visible, right. It's buried in some cloud provider. So layer seven, understanding, application awareness, understanding the APIs and reading the content. That's the name of the game in security. That's what we've been focused on. Right. Nothing to do with >>The infras. And where's the progress bar on that, that paradigm early one at the 10, 10 being everyone's doing it >>Right now. Well, okay. So we, as a vendor can do this today. All the stuff I talked about about reading APIs, understanding the, the individual services looking at, Hey, wait a minute. This credit card anomalies, that's all shipping production code. Where is it in customer adoption life cycle, early days, 10%. So, so there's a whole lot of headroom. We, for people to understand, Hey, I can put these controls in place. There's software based. They don't require appliances. It's layer seven. So it has contextual awareness and it's works on every single cloud. >>You know, we talk about the pandemic. Being an accelerator really was a catalyst to really rethink. Remember we used to talk about pat his security a do over. He's like, yes, if it's the last thing I'm due, I'm gonna fix security. Well, he decided to go try to fix Intel instead, but, >>But, but he's getting some help from the government, >>But it seems like, you know, CISOs have totally rethought, you know, their security strategy. And, and at least in part is a function of the pandemic. >>When I started at VMware four years ago, pat sat me down in his office and he said to me what he said to you, which is like Tom, he said, I feel like we have fundamentally changed servers. We fundamentally changed storage. We fundamentally changed networking. The last piece of the puzzle of security. I want you to go fundamentally change it. And I'll argue that the work that we're doing with this, this horizontal security understanding the lateral movement east west inspection, it fundamentally changes how security works. It's got nothing to do with firewalls. It's got nothing to do with endpoint. It's a unique capability that VMware is uniquely suited to deliver on. And so pat, thanks for the mission. We delivered it and available >>Those, those wet like web applications firewall for instance are, are around. I mean, but to your point, the perimeter's gone. Exactly. And so you gotta get, there's no perimeter. So it's a surface area problem. Correct. And access and entry, correct. They're entering here easy from some manual error or misconfiguration or bad password that shouldn't be there. They're >>In. Think about it this way. You put the front door of your house, you put a big strong door and a big lock. That's a firewall bad guys, come in the window. Right. And >>Then the window's open and the window with a ladder room. Oh my >>God. Cause it's hot, bad user behavior. Trump's good security >>Every time. And then they move around room to room. We're the room to room people. Yeah. We see each little piece of the thing. Wait, that shouldn't happen. Right. >>I wanna get you a question that we've been seeing and maybe we're early on this, or it might be just a, a false data point. A lot of CSOs and we're talking to are, and people in industry in the customer environment are looking at CSOs and CSOs, two roles, chief information security officer, and then chief security officer Amazon, actually, Steven Schmidt is now CSO at reinforced. They actually called that out. Yeah. And the, and the interesting point that he made, we've had some other situations that verified. This is that physical security is now tied to online to your point about the service area. If I get a password, I still at the keys to the physical goods too. Right. Right. So physical security, whether it's warehouse for them is, or store or retail digital is coming in there. Yeah. So is there a CSO anymore? Is it just CSO? What's the role or are there two roles you see that evolving or is that just, >>Well, >>I circumstance, >>I, I think it's just one. And I think that, that, you know, the stakes are incredibly high in security. Just look at the impact that these security attacks are having on it. It, you know, companies get taken down, Equifax market cap was cut, you know, 80% with a security breach. So security's gone from being sort of a nuisance to being something that can impact your whole kind of business operation. And then there's a whole nother domain where politics get involved. Right. It determines the fate of nations. I know that sounds grand, but it's true. Yeah. And so, so, so companies care so much about it. They're looking for one liter, one throat to choke, you know, one person that's gonna lead security in the virtual domain, in the physical domain, in the cyber domain, in, in, you know, in the actual, well, it is, >>I mean, you mentioned that, but I mean, mean you look at Ukraine. I mean the, the, that, that, that cyber is a component of that war. I mean, that's very clear. I mean, that's, that's new, we've never seen >>This. And in my opinion, the stuff that we see happening in the Ukraine is small potatoes compared to what could happen. Yeah, yeah. Right. So the us, we have a policy of, of strategic deterrents where we develop some of the most sophisticated cyber weapons in the world. We don't use them and we hope never to use them because the, the, our adversaries who could do stuff like, oh, I don't know, wipe out every bank account in north America, or turn off the lights in New York city. They know that if they were to do something like that, we could do something back. >>I, this discuss, >>This is the red line conversation I wanna go there. So >>I had this discussion with Robert Gates in 2016 and he said, we have a lot more to lose, which is really >>Your point. So this brand, so I agree that there's the, to have freedom and Liberty, you gotta strike back with divorce and that's been our way to, to balance things out. Yeah. But with cyber, the red line, people are already in banks. So they're addresses are operating below the red line, red line, meaning before we know you're in there. So do we move the red line down because Hey, Sony got hacked the movie because they don't have their own militia. Yeah. If they were physical troops on the shores of LA breaking into the file cabinets. Yeah. The government would've intervened. >>I, I, I agree with you that it creates, it creates tension for us in the us because our, our adversaries don't have the clear delineation between public and private sector here. You're very, very clear if you're working for the government or you work for an private entity, there's no ambiguity on that. And so, so we have different missions in each department. Other countries will use the same cyber capabilities to steal intellectual, you know, a car design as they would to, you know, penetrate a military network. And that creates a huge hazard for us on the us. Cause we don't know how to respond. Yeah. Is that a civil issue? Is that a, a, a military issue? And so, so it creates policy ambiguity. I still love the clarity of separation of, you know, sort of the various branches of government separation of government from, >>But that, but, but bureau on multinational corporation, you then have to, your cyber is a defensible. You have to build the defenses >>A hundred percent. And I will also say that even though there's a clear D mark between government and private sector, there's an awful lot of cooperation. So, so our CSO, Alex toshe is actively involved in the whole intelligence community. He's on boards and standards and we're sharing because we have a common objective, right? We're all working together to fight these bad guys. And that's one of the things I love about cyber is that that even direct competitors, two big banks that are rivals on the street are working together to share security information and, and private, is >>There enough? Is collaboration Tom in the vendor community? I mean, we've seen efforts to try to, that's a good question, monetize private data, you know? Yeah. And private reports and, >>And, you know, like, so at VMware, we, we, I'm very proud of the security capabilities we've built, but we also partner with people that I think of as direct competitors, we've got firewall vendors and endpoint vendors that we work with and integrate. And so cooperation is something that exists. It's hard, you know, because when you have these kind of competing, you know, so could we do more? Of course we probably could, but I do think we've done a fair amount of cooperation, data sharing, product integration, et cetera, you know, and, you know, as the threats get worse, you'll probably see us continue to do more. >>And the governments is gonna trying to force that too. >>And, and the government also drives standards. So let's talk about crypto. Okay. So there's a new form of encryption coming out called quantum processing, calling out. Yeah. Yeah. Quantum, quantum computers have the potential to crack any crypto cipher we have today. That's bad. Okay. Right. That's not good at all because our whole system is built around these private communications. So, so the industry is having conversations about crypto agility. How can we put in place the ability to rapidly iterate the ciphers in encryption? So when the day quantum becomes available, we can change them and stay ahead of these quantum people. Well, >>Didn't this just put out a quantum proof algo that's being tested right now by the, the community. >>There's a lot of work around that. Correct. And, and, and this is taking the lead on this, but you know, Google's working on it, VMware's working on it. We're very, very active in how do we keep ahead of the attackers and the bad guys? Because this quantum thing is like a, it's a, it's a x-ray machine. You know, it's like, it's like a, a, a di lithium crystal that can power a whole ship. Right. It's a really, really, really powerful >>Tool. It's bad. Things will happen. >>Bad things could happen. >>Well, Tom, great to have you on the cube. Thanks for coming. Take the last minute to just give a plug for what's going on for you here at world this year, VMware explore this year. Yeah. >>We announced a bunch of exciting things. We announced enhancements to our, our NSX family, with our advanced load balancer, with our edge firewall. And they're all in service of one thing, which is helping our customers make their private cloud like the public cloud. So I like to say 0, 0, 0. If you are in the cloud operating model, you have zero proprietary appliances. You have zero tickets to launch a workload. You have zero network taps and zero trust built into everything you do. And that's, that's what we're working on and pushing that further and further. >>Tom Gill, senior vices president head of the networking at VMware. Thanks for coming up for you. Appreciate >>It. Yes. Thanks for having guys >>Always getting the security data. That's killer data and security of the two ops that get the most conversations around dev ops and cloud native. This is the queue bringing you all the action here in San Francisco for VMware. Explore 2022. I'm John furrier with Dave, Alan. Thanks for watching.

Published Date : Aug 31 2022

SUMMARY :

We'd love seeing the progress and we've got great security Yeah, really happy we could have you on, you know, I think, I think this is my sixth edition on the cube. Yeah, you get first get the VIP badge. It's kind of in all the narratives in, them to get to what the, the stuff that you really want, which is the data that they're, the notion of being defensible. the model was we have a perimeter and everything on one side of the perimeter is dirty, In and it's not even just the right, like, so they're so clever. and systems that the bad guy's scour, the dark web for passwords So the point is the goal of attackers is to get in and stay We don't even go in there. Moving around, nibbling on your ni line, your cookies. So this is where it's going. So for VMs, we do it with the hypervisor, And once you can see that stuff, then you can actually apply. something over It's that, it's the access to the data. It's the future of computing architectures. Here's our mission of VMware is that we wanna make every one of our enterprise customers. And the DPU is sometimes called a So even the opposite, right? And yes. And Not just that the perimeter, we put it in each little piece of the server is running when it runs on one of these DPU, Pretty much just the infrastructure layer, the cloud provider. Cause it, you would've to literally bridge from one memory space to another, never say never, but it would be To get it's more than Bob wire. it's not gonna get into the network really powerful. What's the big thing that you're seeing with this super cloud transition we're seeing, we're seeing, you know, And some people realize Yeah. And I had a lot of customers that took VM based to private, private, to public, public, back and forth. Remember when we called VMO BS years ago. I mean, we were, I mean, So we can, you know, it's not quite VMO, but it's the same idea. And this goes back to what you were talking about is just racks and racks of X 86 with these magic DPU And again, this is, this is your wheelhouse. And now it's becoming irrelevant because the infrastructure is oftentimes not even visible, And where's the progress bar on that, that paradigm early one at the 10, All the stuff I talked about about reading You know, we talk about the pandemic. But it seems like, you know, CISOs have totally rethought, you know, And I'll argue that the work that we're doing with this, this horizontal And so you gotta get, there's no perimeter. You put the front door of your house, you put a big strong door and a big lock. Then the window's open and the window with a ladder room. Trump's good security We're the room to room people. If I get a password, I still at the keys to the physical goods too. in the cyber domain, in, in, you know, in the actual, well, it is, I mean, you mentioned that, but I mean, mean you look at Ukraine. So the us, we have a policy of, of strategic deterrents where This is the red line conversation I wanna go there. So this brand, so I agree that there's the, to have freedom and Liberty, you gotta strike back with divorce And so, so we have different missions in each department. You have to build the defenses on the street are working together to share security information and, Is collaboration Tom in the vendor community? And so cooperation is something that exists. Quantum, quantum computers have the potential to crack any crypto cipher of the attackers and the bad guys? Things will happen. Take the last minute to just give a plug for what's going on So I like to say 0, 0, 0. Thanks for coming up for you. This is the queue bringing you all the action here in San

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Ryan Gill, Open Meta | Monaco Crypto Summit 2022


 

[Music] hello everyone welcome back to the live coverage here in monaco for the monaco crypto summit i'm john furrier host of thecube uh we have a great great guest lineup here already in nine interviews small gathering of the influencers and the people making it happen powered by digital bits sponsored by digital bits presented by digital bits of course a lot happening around decentralization web 3 the metaverse we've got a a powerhouse influencer on the qb ryan gills the founder of openmeta been in the issue for a while ryan great to see you thanks for coming on great to be here thank you you know one of the things that we were observing earlier conversations is you have young and old coming together the best and brightest right now in the front line it's been there for a couple years you know get some hype cycles going on but that's normal in these early growth markets but still true north star is in play that is democratize remove the intermediaries create immutable power to the people the same kind of theme has been drum beating on now come the metaverse wave which is the nfts now the meta verses you know at the beginning of this next wave yeah this is where we're at right now what are you working on tell us what's what's open meta working on yeah i mean so there is a reason for all of this right i think we go through all these different cycles and there's an economic incentive engine and it's designed in because people really like making money but there's a deeper reason for it all and the words the buzzwords the terms they change based off of different cycles this one is a metaverse i just saw it a little early you know so i recognized the importance of an open metaverse probably in 2017 and really decided to dedicate 10 years to that um so we're very early into that decade and we're starting to see more of a movement building and uh you know i've catalyzed a lot of that from from the beginning and making sure that while everything moves to a closed corporate side of things there's also an equal bottom-up approach which i think is just more important and more interesting well first of all i want to give you a lot of props for seeing it early and recognizing the impact and potential collateral damage of not not having open and i was joking earlier about the facebook little snafu with the the exercise app and ftc getting involved and you know i kind of common new york times guy comment online like hey i remember aol wanted to monopolize dial up internet and look the open web obviously changed all that they went to sign an extinction not the same comparable here but you know everyone wants to have their own little walled guard and they feel comfortable first-party data the data business so balancing the benefit of data and all the ip that could come into whether it's a visualization or platform it has to be open without open then you're going to have fragmentation you're going to have all kinds of perverse incentives how does the metaverse continue with such big players like meta themselves x that new name for facebook you know big bully tons of cash you know looking to you know get their sins forgiven um so to speak i mean you got google probably will come in apple's right around the corner amazon you get the whales out there how do is it proprietary is walled garden the new proprietary how do you view all that because it's it's still early and so there's a lot of change can happen well it's an interesting story that's really playing out in three acts right we had the first act which was really truly open right there was this idea that the internet is for the end user this is all just networking and then web 2 came and we got a lot of really great business models from it and it got closed up you know and now as we enter this sort of third act we have the opportunity to learn from both of those right and so i think web 3 needs to go back to the values of web one with the lessons in hindsight of web 2. and all of the winners from web 2 are clearly going to want to keep winning in web 3. so you can probably guess every single company and corporation on earth will move into this i think most governments will move into it as well and um but they're not the ones that are leading it the ones that are leading it are are just it's a culture of people it's a movement that's building and accumulating over time you know it's weird it's uh the whole web 2 thing is the history is interesting because you know when i started my podcasting company in 2004 there's only like three of us you know the dave weiner me evan williams and jack dorsey and we thought and the blogging just was getting going and the dream was democratization at the time mainstream media was the enemy and then now blogs are media so and then all sudden it like maybe it was the 2008 area with the that recession it stopped and then like facebook came in obviously twitter was formed from the death of odio podcasting company so the moment in time in history was a glimmic glimmer of hope well we went under my company went under we all went under but then that ended and then you had the era of twitter facebook linkedin reddit was still around so it kind of stopped where did it where did it pick up was it the ethereum bitcoin and ethereum brought that back where'd the open come back well it's a generational thing if you if you go back to like you know apple as a startup they were trying to take down ibm right it was always there's always the bigger thing that was that we we're trying to sort of unbundle or unpackage because they have too much power they have too much influence and now you know facebook and apple and these big tech companies they are that on on the planet and they're doing it bigger than it's ever been done but when they were startups they existed to try to take that from a bigger company so i think you know it's not an it's not a fact that like facebook or zuckerberg is is the villain here it's just the fact that we're reaching peak centralization anything past this point it becomes more and more unhealthy right and an open metaverse is just a way to build a solution instead of more of a problem and i think if we do just allow corporations to build and own them on the metaverse these problems will get bigger and larger more significant they will touch more people on earth and we know what that looks like so why not try something different so what's the playbook what's the current architecture of the open meta verse that you see and how do people get involved is there protocols to be developed is there new things that are needed how does the architecture layout take us through that your mindset vision on that and then how can people get involved yeah so the the entity structure of what i do is a company called crucible out of the uk um but i i found out very quickly that just a purely for-profit closed company a commercial company won't achieve this objective there's limitations to that so i run a dao as well out of switzerland it's called open meta we actually we named it this six months before facebook changed their name and so this is just the track we're on right and what we develop is a protocol uh we believe that the internet built by game developers is how you define the metaverse and that protocol is in the dao it is in the dow it's that's crucial crucible protocol open meta okay you can think of crucible as labs okay no we're building we're building everything so incubator kind of r d kind of thing exactly yeah and i'm making the choice to develop things and open them up create public goods out of them harness things that are more of a bottom-up approach you know and what we're developing is the emergence protocol which is basically defining the interface between the wallets and the game engines right so you have unity and unreal which all the game developers are sort of building with and we have built software that drops into those game engines to map ownership between the wallet and the experience in the game so integration layer basically between the wallet kind of how stripe is viewed from a software developer's campaign exactly but done on open rails and being done for a skill set of world building that is coming and game developers are the best suited for this world building and i like to own what i built yeah i don't like other people to own what i build and i think there's an entire generation that's that's really how do you feel about the owning and sharing component is that where you see the scale coming into play here i can own it and scale it through the relationship of the open rails yeah i mean i think the truth is that the open metaverse will be a smaller network than even one corporate virtual world for a while because these companies have billions of people right yeah every room you've ever been in on earth people are using two or three of facebook's products right they just have that adoption but they don't have trust they don't have passion they don't have the movement that you see in web3 they don't have the talent the level of creative talent those people care about owning what they create on the on what can someone get involved with question is that developer is that a sponsor what do people do to get involved with do you and your team and to make it bigger i mean it shouldn't be too small so if this tracks you can assume it gets bigger if you care about an open metaverse you have a seat at the table if you become a member of the dao you have a voice at the table you can make decisions with us we are building developing technology that can be used openly so if you're a game developer and you use unity or unreal we will open the beta this month later and then we move directly into what's called a game jam so a global hackathon for game developers where we just go through a giant exploration of what is possible i mean you think about gaming i always said the early adopters of all technology and the old web one was porn and that was because they were they were agnostic of vendor pitches or whatever is it made money they've worked we don't tell them we've always been first we don't tolerate vaporware gaming is now the new area where it is so the audience doesn't want vapor they want it to work they want technology to be solid they want community so it's now the new arbiter so gaming is the pretext to metaverse clearly gaming is swallowing all of media and probably most of the world and this game mechanics under the hood and all kinds of underlying stuff now how does that shape the developer community so like take the classic software developer may not be a game developer how do they translate over you seeing crossover from the software developers that are out there to be game developers what's your take on that it's an interesting question because i come to a lot of these events and the entire web 3 movement is web developers it's in the name yeah right and we have a whole wave of exploration and nfts being sold of people who really love games they're they're players they're gamers and they're fans of games but they are not in the skill set of game development this is a whole discipline yeah it's a whole expertise right you have to understand ik retargeting rigging bone meshes and mapping of all of that stuff and environment building and rendering and all these things it's it's a stacked skill set and we haven't gone through any exploration yet with them that is the next cycle that we're going to and that's what i've spent the last three or four years preparing for yeah and getting the low code is going to be good i was saying earlier to the young gun we had on his name was um oscar belly he's argo versus he's 25 years old he's like he made a quote i'm too old to get into esports like 22 old 25 come on i'd love to be in esports i was commenting that there could be someone sitting next to us in the metaverse here on tv on our digital tv program in the future that's going to be possible the first party citizenship between physical experience absolutely and meta versus these cameras all are a layer in which you can blend the two yeah so that that's that's going to be coming sooner and it's really more of the innovation around these engines to make it look real and have someone actually moving their body not like a stick figure yes or a lego block this is where most people have overlooked because what you have is you have two worlds you have web 3 web developers who see this opportunity and are really going for it and then you have game developers who are resistant to it for the most part they have not acclimated to this but the game developers are more of the keys to it because they understand how to build worlds yeah they do they understand how to build they know what success looks like they know what success looks like if you if you talk about the metaverse with anyone the most you'll hear is ready player one yeah maybe snow crash but those things feel like games yeah right so the metaverse and gaming are so why are game developers um like holding back is because they're like ah it's too not ready yet i'm two more elite or is it more this is you know this is an episode on its own yeah um i'm actually a part of a documentary if you go to youtube and you say why gamers hate nfts there's a two-part documentary about an hour long that robin schmidt from the defiant did and it's really a very good deep dive into this but i think we're just in a moment in time right now if you remember henry ford when he he produced the car everybody wanted faster horses yeah they didn't understand the cultural shift that was happening they just wanted an incremental improvement right and you can't say that right now because it sounds arrogant but i do believe that this is a moment in time and i think once we get through this cultural shift it will be much more clear why it's important it's not pure speculation yeah it's not clout it's not purely money there's something happening that's important for humanity yeah and if we don't do it openly it will be more of a problem yeah i totally agree with you on that silent impact is number one and people some people just don't see it because it's around the corner visionaries do like yourselves we do my objective over the next say three to six months is to identify which game developers see the value in web 3 and are leaning into it because we've built technology that solves interoperability between engines mapping ownership from wallets all the sort of blueprints that are needed in order for a game developer to build this way we've developed that we just need to identify where are they right because the loudest voices are the ones that are pushing back against this yeah and if you're not on twitter you don't see how many people really see this opportunity and i talked to epic and unity and nvidia and they all agree that this is where the future is going but the one question mark is who wants it where are they you know it's interesting i talked to lauren besel earlier she's from the music background we were talking about open source and how music i found that is not open it's proprietary i was talking about when i was in college i used to deal software you'd be like what do you mean deal well at t source code was proprietary and that started the linux movement in the 80s that became a systems revolution and then open source then just started to accelerate now people like it's free software is like not a big deal everyone knows it's what it was never proprietary but we were fighting the big proprietary code bases you mentioned that earlier is there a proprietary thing for music well not really because it's licensed rights right so in the metaverse who's the proprietary is it the walled garden is the is it is it the gamers so is it the consoles is it the investment that these gaming companies have in the software itself so i find that that open source vibe is very much circulating around your world actually open maps in the word open but open source software has a trajectory you know foundations contributors community building same kind of mindset music not so much because no one's it's not direct comparable but i think here it's interesting the gaming culture could be that that proprietary ibm the the state the playstation the xbox you know if you dive into the modding community right the modding community has sort of been this like gray area of of gaming and they will modify games that already exist but they do it with the values of open source they do it with composability and there's been a few breakthroughs counter-strike is a mod right some of the largest games of all time came from mods of other games look at quake had a comeback i played first multiplayer doom when it came out in the 90s and that was all mod based exactly yeah quake and quake was better but you know i remember the first time on a 1.5 cable mode and playing with my friends remember vividly now the graphics weren't that good but that was mod it's mod so then you go i mean and then you go into these other subcultures like dungeons and dragons which was considered to be such a nerdy thing but it's just a deeply human thing it's a narrative building collective experience like these are all the bottom-up type approaches modding uh world building so you're going to connect so i'm just kind of thinking out loud here you're going to connect the open concept of source with open meta bring game developers and software drills together create a fabric of a baseline somewhat somewhat collected platform tooling and components and let it just sell form see what happens better self form that's your imposing composability is much faster yeah than a closed system and you got what are your current building blocks you have now you have the wallet and you have so we built an sdk on both unity and unreal okay as a part of a system that is a protocol that plugs into those two engines and we have an inventory service we have an avatar system we basically kind of leaned into this idea of a persona being the next step after a pfp so so folks that are out there girls and boys who are sitting there playing games they could build their own game on this thing absolutely this is the opportunity for them entrepreneurs to circumvent the system and go directly with open meta and build their own open environment like i said before i i like to own the things i built i've had that entrepreneurial lesson but i don't think in the future you should be so okay with other companies or other intermediaries owning you and what you build i think i mean opportunity to build value yeah and i think i think your point the mod culture is not so much going to be the answer it's what that was like the the the the dynamic of modding yes is developing yes and then therefore you get the benefit of sovereign identity yeah you get the benefit of unbanking that's not the way we market this but those are benefits that come along with it and it allows you to live a different life and may the better product win yeah i mean that's what you're enabling yeah ryan thanks so much for coming on real final question what's going on here why are we here in monaco what's going on this is the inaugural event presented by digital bits why are we here monaco crypto summit i'm here uh some friends of mine brittany kaiser and and lauren bissell invited me here yeah i've known al for for a number of years and i'm just here to support awesome congratulations and uh we'll keep in touch we'll follow up on the open meta great story we love it thanks for coming on okay cube coverage continues here live in monaco i'm john furrier and all the action here on the monaco crypto summit love the dame come back next year it'll be great back with more coverage to wrap up here on the ground then the yacht club event we're going to go right there as well that's in a few hours so we're going to be right back [Music] you

Published Date : Aug 2 2022

SUMMARY :

the nfts now the meta verses you know at

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Michael Ferranti, Teleport | Kubecon + Cloudnativecon Europe 2022


 

>>The cube presents Koon and cloud native con Europe, 2022, brought to you by red hat, the cloud native computing foundation and its ecosystem partners. >>Welcome to Valencia Spain and CubeCon cloud native con Europe, 2022 I'm cube Townsend, along with Paul Gill, senior editor, enterprise architecture at Silicon angle. We are talking to some incredible folks this week, continuing the conversation around enabling developers to do their work. Paul you've said that this conference is about developers. What are you finding key as a theme running throughout the show >>That that developers really need a whole set of special tools. You know, it's not the end user, the end user tools, the end user access controls the authentication it's developers need a need their own to live their in their own environment. They need their own workflow tools, their own collaboration and their own security. And that's where teleport comes in. >>So speaking of teleport, we have Michael fork, chief marking our officer at teleport new world role for you. First, tell me about how long have you been at teleport now >>Going on seven or eight months now, >>Seven or eight months in this fast moving market. I'm I'm going to tell you a painful experience I've had in this new world. We've built applications. We've moved fast audits come in. The auditors have come in and they said, you know what, who authorized this change to the cluster? And we'll go into the change ticket and say, this person authorized the changes and the change ticket. And then they'll ask for trace back. Okay. Show me the change. What do it mean? Show you the changes. It just happened. >>Yeah. Check, check GitHub. >>Yeah, check GI, get, see, we, we, we, we said we were gonna make the changes, the change happen. That's not enough. What are CU, how are you helping customers solve this access control and audit problem? >>Yeah, that's a great question. There're kind of, there're kind of two, two sides to the puzzle. And actually I think that the intro hits it. Well, you you've talked about kind of developer experience needing needing tools to more efficiently do the job as a practitioner. And you're coming at it from kind of a security and compliance angle. And there's a tension between both of those teams. It's like, you know, there's, there's a tension between dev and ops before we created DevOps. There's also a tension between kind of security teams and developers. So we've created dev SecOps. What that means is you need an easy way for developers to get access, access to the resources they needed through their jobs. That's, you know, Linux hosts and databases and Kubernetes clusters and, you know, monitoring dashboards and managing all of those credentials is quite cumbersome. If I need to access a dozen systems, then you know, I'm using SSH keys to access this. >>I have admin credentials for my database. I I'm going through a VPN to access an internal dashboard, teleport, consolidates, all of that access into a single login via your identity provider, Okta active directory, but then on the security and compliance side, we make it really easy for that compliance officer. When they say, show me that change, we have all of the audit logs. That's that show exactly what changes Keith made when he logged into, into that system. And in fact, one of the booths behind here is talking about E B P F a modern way to get that kind of kernel level grade granularity. We build all of that observability into teleport to make the security and compliance teams happy. And the engineering teams a lot more productive. >>Where do the, the access control tools like Okta, you mentioned fall short. I mean, why, why is there a need for your level of, of control at the control plane? >>Yeah. When you, when you start to talk about authorization, authentication, audit at the infrastructure level, each of these technologies has its own way of managing what kind of in, in the jargon often and Ze, right? Authentication authorization. So you have SSH for, for Linux. Kubernetes has its own way of doing authorization. All of the database providers have their own way and it's quite complicated, right? It's, it's much different. So, you know, if I'm gonna access office 365 or I'm gonna a access Salesforce, right. I'm really talking about the HTTP protocol. It's relatively trivial to implement single sign on for web-based applications. But when we start talking about things that are happening at the Linux kernel level, or with Kubernetes, it's quite complicated to build those integrations. And that's where teleport extends what you have with your IDP. So for instance, Okta, lots of our customers use Okta as their identity provider, but then teleport takes those roles and applies them and enforces them at the actual infrastructure level. >>So if I'm a lay developer, I'm looking at this thinking, you know, I, I have service mesh, I've implemented link D SEO or something to that level. And I also have Ansible and Ansible has security, etcetera. What, what role, or how does that integrate to all together from a big picture perspective? >>Yeah. So >>What, one of the, kind of the meta themes at teleport is we, we like to, we like to say that we are fighting complexity cuz as we build new technologies, we tend to run the new tech on top of the old tech. Whereas for instance, when you buy a new car, you typically don't, you know, hook the old car to the back and then pull it around with you. Right? We, we replace old technology with new technology, but in infrastructure that doesn't happen as often. And so you end up with kind of layers of complexity with one protocol sitting on top of another protocol on top of another protocol. And what teleport does is for the access control plane, we, we kind of replace the legacy ways of doing authentication authorization and audit with a new modern experience. But we allow you to continue to use the existing tools. >>So we don't replace, for instance, you know, your configuration management system, you can keep using Ansible or, or salt or Jenkins, but teleport now is gonna give those, those scripts or those pipelines in identity that you can define. What, what should Ansible be able to do? Right? If, cuz people are worried about supply chain attacks, if a, if a vulnerable dependency gets introduced into your supply chain pipeline and your kind of Ansible playbook goes crazy and starts deploying that vulnerability everywhere, that's probably something you wanna limit with teleport. You can limit that with an identity, but you can still use the tools that you're, that you're used to. >>So how do I guarantee something like an ex-employee doesn't come in and, and initiate Ansible script that was sitting in the background just waiting to happen until, you know, they left. >>Yeah. Great question. It's there's kind of the, the, the great resignation that's happening. We did a survey where actually we asked the question kind of, you know, can you guarantee that X employees can no longer access your infrastructure? And shockingly like 89% of companies could not guarantee that it's like, wow, that's like that should, that should be a headline somewhere. And we actually just learned that there are on the dark web, there are people that are targeting current employees of Netflix and Uber and trying to buy credentials of those employees to the infrastructure. So it's a big problem with teleport. We solve this in a really easy, transparent way for developers. Everything that we do is based on short lift certificates. So unlike a SSH key, which exists until you decommission it, shortlist certificates by, by default expire. And if you don't reissue them based on a new login based on the identity, then, then you can't do anything. So even a stolen credential kind of the it's value decreases dramatically over time. >>So that statistic or four out of five companies can't guarantee X employees can't access infrastructure. Why is simply removing the employee from the, you know, from the L app or directory decommissioning their login credentials. Why is that not sufficient? >>Well, it, it depends on if everything is integrated into your identity provider and because of the complexities of accessing infrastructure, we know that developers are creative people. And by, by kind of by definition, they're able to create systems to make their lives easier. So one thing that we see developers doing is kind of copying an SSH key to a local notepad on, on their computer. So they essentially can take that credential out of a vault. They can put it somewhere that's easier for them to access. And if you're not rotating that credential, then I can also, you know, copy it to a, to a personal device as well. Same thing for shared admin credentials. So the, the, the issue is that those credentials are not completely managed in a unified way that enables the developer to not go around the system in order to make their lives easier. >>But rather to actually use the system, there's a, there's a market called privilege access management that a lot of enterprises are using to kind of manage credentials for their developers, but it's notoriously disruptive to developer workflows. And so developers kind of go around the system in order to make their jobs easier. What teleport does is we obviate the need to go around the system, cuz the simplest thing is just to come in in the morning, log in one time to my identity provider. And now I have access to all of my servers, all of my databases, all of my Kubernetes clusters with a short lift certificate, that's completely transparent. And does >>This apply to, to your, both your local and your cloud accounts? >>Yes. Yes, exactly. >>So as a security company, what's driving the increase in security breaches. Is it the lack of developer hygiene? Is it this ex-employee great resignation bill. Is it external intruders? What's driving security breaches today. >>Yes. >>It's you know, it's, it's all of those things. I think if I had to put, give you a one word answer, I would say complexity. The systems that we are building are just massively complex, right? Look at how many vendors there are at this show in order to make Kubernetes easy to use, to do what its promises. It's just, we're building very complex systems. When you build complex systems, there's a lot of back doors, we call it kind of a tax surface. And that's why for every new thing that we introduce, we also need to think about how do we remove old layers of the stack so that we can simplify so that we can consolidate and take advantage of the power of something like Kubernetes without introducing security vulnerabilities. >>One of the problems or challenges with security solutions is, you know, you there's this complexity versus flexibility knob that you, you need to be careful of. What's the deployment experience in integration experience for deploying teleport. >>Yeah, it's it, we built it to be cloud native to feel like any other kind of cloud native or Kubernetes like solution. So you basically, you deploy it using helm chart, you deploy it using containers and we take care of all of the auto configuration and auto update. So that it's just, it's, it's part of your stack and you manage it using the same automation that you use to manage everything else. That's a, that's a big kind of installation and developer experience. Part of it. If it's complex to use, then not only are developers not gonna use it. Operations teams are not gonna want to have to deal with it. And then you're left with doing things the old way, which is very unsatisfactory for everybody. >>How does Kubernetes change the security equation? Are there vulnerabilities? It introduces to the, to the stack that maybe companies aren't aware of >>Almost by definition. Yes. Kind of any new technology is gonna introduce new security vulnerabilities. That's the that's that is the result of the complexity, which is, there are things that you just don't know when you introduce new components. I think kind of all of the supply chain vulnerabilities are our way of looking at that, which is we have, you know, Kubernetes is itself built on a lot of dependencies. Those dependencies themselves could have security vulnerabilities. You might have a package that's maintained by one kind of hobbyist developer, but that's actually deployed across hundreds of thousands of applications across, across the internet. So again, it's about one understanding that that complexity exists and then saying, is there a way that we can kind of layer on a solution that provides a common layer to let us kind of avoid that complexity and say, okay, every critical action needs to be authorized with an identity that way if it's automated or if it's human, I have that level of assurance that a hacked Ansible pipeline is not going to be able to introduce vulnerabilities across my entire infrastructure. >>So one of the challenges for CIOs and CTOs, it's the lack of developer resources and another resulting pain point that compounds that issue is rework due to security audits is teleport a source of truth that when a auditor comes in to audit a, a, a, a C I C D pipeline that the developer or, or operations team can just say, Hey, here's, self-service get what you need. And come back to us with any questions or is there a second set of tools we have to use to get that audit and compliance reporting? >>Yeah, it's teleport can be that single source of truth. We can also integrate with your other systems so you can export all of the, what we call access logs. So every, every behavior that took place, every query that was run on a database, every, you know, curl command that was run on a Lennox, host, teleport is creating a log of that. And so you can go in and you can filter and you can view those, those actions within teleport. But we also integrate with other systems that, that people are using, you have its Splunk or Datadog or whatever other tool chain it's really important that we integrate, but you can also use teleport as that single source. So >>You can work with the observability suites that are now being >>Installed. Yeah, there, the, the wonderful thing about kind of an ecosystem like Kubernetes is there's a lot of standardization. You can pick your preferred tool, but under the hood, the protocols for taking a log and putting it in another system are standardized. And so we can integrate with any of the tools that developers are already using. >>So how big is teleport when I'm thinking about a, from a couple of things big as in what's the footprint and then from a developer operations team overhead, is this kind of a set and forget it, how much care feed and maintenance does it >>Need? So it's very lightweight. We basically have kind of two components. There's the, the access proxy that sits in front of your infrastructure. And that's what enables us to, you know, regardless of the complexity that sits across your multi data center footprint, your traditional applications, running on windows, your, your, your modern applications running on, you know, Linux and Kubernetes, we provide seamless access to all of that. And then there's an agent that runs on all of your hosts. And this is the part that can be deployed using yo helm or any other kind of cloud native deployment methodology that enables us to do the, the granular application level audit. For instance, what queries are actually being run on CockroachDB or on, on Postgres, you know, what, what CIS calls are running on Linnux kernel, very lightweight automation can be used to install, manage, upgrade all of it. And so from an operations perspective, kind of bringing in teleport shouldn't be any more complicated than running any application on a container. That's, that's the design goal and what we built for our customers. >>If I'm in a hybrid environment, I'm transitioning, I'm making the migration to teleport. Is this a team? Is this a solution that sits only on the Kubernetes cloud native side? Or is this something that I can trans transition to initially, and then migrate all of my applications to, as I transition to cloud native? >>Yeah. We, there are kind of, no, there are no cloud native dependencies for teleport. Meaning if you are, you're a hundred percent windows shop, then we support for instance, RDP. That's the way in which windows handles room access. If you have some applications that are running on Linux, we can support that as well. If you've got kind of the, you know, the complete opposite in the spectrum, you're doing everything, cloud native containers, Kubernetes, everything. We also support that. >>Well, Michael, I really appreciate you stopping by and sharing the teleport story. Security is becoming an obvious pain point for cloud native and container management. And teleport has a really good story around ensuring compliance and security from Licia Spain. I'm Keith towns, along with Paul Gillon and you're watching the cue, the, the leader, not the, the leader two, the high take tech coverage.

Published Date : May 19 2022

SUMMARY :

The cube presents Koon and cloud native con Europe, 2022, brought to you by red hat, What are you finding key it's developers need a need their own to live their in their own environment. how long have you been at teleport now I'm going to tell you a painful experience I've had in this new world. What are CU, how are you helping customers solve this If I need to access a dozen systems, then you know, I'm using SSH keys to access And in fact, one of the booths behind here is talking about E B P F a modern way you mentioned fall short. And that's where teleport extends what you have with your IDP. you know, I, I have service mesh, I've implemented link D SEO or And so you end up with kind of layers of complexity with one protocol So we don't replace, for instance, you know, your configuration management system, waiting to happen until, you know, they left. a new login based on the identity, then, then you can't do anything. Why is simply removing the employee from the, you know, from the L app or directory decommissioning their you know, copy it to a, to a personal device as well. And so developers kind of go around the system in order to make their jobs easier. Is it the lack of developer hygiene? I think if I had to put, give you a one word answer, One of the problems or challenges with security solutions is, you know, So you basically, you deploy it using helm chart, you deploy it using which is we have, you know, Kubernetes is itself built on a lot of dependencies. the developer or, or operations team can just say, Hey, here's, self-service get what you need. But we also integrate with other systems that, that people are using, you have its Splunk or Datadog or whatever And so we can integrate with any of the tools that developers to, you know, regardless of the complexity that sits across your multi data center footprint, Or is this something that I can trans transition to initially, and then migrate all of my applications the, you know, the complete opposite in the spectrum, you're doing everything, cloud native containers, Kubernetes, Well, Michael, I really appreciate you stopping by and sharing the teleport story.

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Haseeb Budhani, Rafay & Adnan Khan, MoneyGram | Kubecon + Cloudnativecon Europe 2022


 

>>The cube presents, Coon and cloud native con Europe 22, brought to you by the cloud native computing foundation. >>Welcome to the cube coverage of CubeCon 2022 EU. I'm here with my cohost Paul Gill. Please work with you, Keith. Nice to work with you, Paul. And we have our first two guests. The cube is hot. I'm telling you we are having interviews before the start of even the show floor I have with me. We gotta start with the customers first enterprise architect, a non-con Aon con. Welcome to the show. >>Thank you so >>Much. Cube time cube time. First now you're at cube alumni. Yep. <laugh> and, and, uh, has Havani CEO. Arai welcome back. Nice to, >>Uh, >>Talk to you again today. So we're talking all things Kubernetes and we're super excited to talk to MoneyGram about their journey to Kubernetes. First question I have for Anon. Talk to us about what your pre Kubernetes landscape looked like. >>Yeah, certainly. Uh, Keith, so, um, we had a, uh, you know, a traditional mix of legacy applications and modern applications. Uh, you know, a few years ago we made the decision to move to a microservices architecture. Um, and this was all happening while we were still on prem. Right? So your traditional VMs, um, and you know, we started 20, 30 microservices, but with the microservices packing, you know, you quickly expand to hundreds of microservices. Um, and we started getting to that stage where managing them without sort of an orchestration platform, uh, and just as traditional VMs was getting to be really challenging, right. Uh, especially from a day two operational, uh, you know, you can manage 10, 15 microservices, but when you start having 50 and so forth, um, all those concerns around, uh, you know, high availability, operational performance. Um, so we started looking at some open source projects, you know, spring cloud. Uh, we are predominantly a Java, um, shop. So we looked at the spring cloud projects. Uh, they give you a number, uh, you know, of initiatives, um, for doing some of those, um, management and what we realized again, to manage those components, um, without sort of a platform was really challenging. So that, that kind of led us to sort of Kubernetes where, um, along with our journey cloud, uh, it was the platform that could help us with a lot of those management operational concerns. >>So as you talk about some of those challenges, pre Kubernetes, what were some of the operational issues that you folks experienced? >>Yeah. You know, uh, certain things like auto scaling is, is number one, right? I mean, that's a fundamental concept of cloud native, right. Is, um, how do you auto scale VMs? Right. Uh, you can put in some old methods and stuff, but, uh, it was really hard to do that automatically. Right. So, uh, Kubernetes with like HPA gives you those out of the box, right? Provided you set the right policies. Uh, you can have auto scaling, uh, where it can scale up and scale back. So we were doing that manually. Right. So before, uh, you know, MoneyGram, obviously, you know, holiday season, people are sending more money mother's day. Um, our ops team would go in basically manually scale, uh, VMs. Right. So we'd go from four instances to maybe eight instances. Right. Uh, but, but that entailed outages. Right. Um, and just to plan around doing that manually and then sort of scale them back was a lot of overhead, a lot of administration overhead. Right. So, uh, we wanted something that could help us do that automatically right. In a, in an efficient, uh, unintrusive way. So, so, you know, that was one of the things, uh, monitoring, um, and, and management, uh, operations, you know, just kind of visibility into how those applications were during, what were the status of your, um, workloads was also a challenge, right. Uh, to do that. >>So, cause see, I gotta ask the question. If someone would've came to me with that problem, I'd just say, you know, what, go to the plug, the cloud, what, how does, uh, your group help solve some of these challenges? What do you guys do? >>Yeah. What, what do we do? So here's my perspective on the market as it's playing out. So I see a bifurcation happening in the Kubernetes space, but there's the Kubernetes run time. So Amazon is EKS Azure as EKS, you know, there's enough of these available. They're not managed services. They're actually really good, frankly. Right? In fact, retail customers, if you're an Amazon, why would you spin up your own? Just use EK. It's awesome. But then there's an operational layer that is needed to run Kubernetes. Uh, my perspective is that, you know, 50,000 enterprises are adopting Kubernetes over the next five to 10 years. And they're all gonna go through the same exact journey and they're all gonna end up, you know, potentially making the same mistake, which is, they're gonna assume that Kubernetes is easy. <laugh> they're gonna say, well, this is not hard. I got this up and running on my laptop. >>This is so easy. No worries. Right. I can do key gas, but then, okay. Can you consistently spin up these things? Can you scale them consistently? Do you have the right blueprints in place? Do you have the right access management in place? Do you have the right policies in place? Can you deploy applications consistently? Do you have monitoring and visibility into those things? Do your developers have access to when they need it? Do you have the right networking layer in place? Do you have the right chargebacks in place? Remember you have multiple teams and by the way, nobody has a single cluster. So you gotta do this across multiple clusters. And some of them have multiple clouds, not because they wanna be multiple clouds because, but sometimes you buy a company and they happen to be in Azure. How many dashboards do you have now across all the open source technologies that you have identified to solve these problems? >>This is where pain lies. So I think that Kubernetes is fundamentally a solve problem. Like our friends at AWS and Azure they've solved this problem. It's like a KSKS et cetera, GK for that matter. They're they're great. And you should use them and don't even think about spinning up Q B and a best clusters. Don't do it. Use the platforms that exist and commensurately on premises. OpenShift is pretty awesome, right? If you like it, use it. But then when it comes to the operations layer, right, that's where today we end up investing in a DevOps team and then an SRE organization that need to become experts in Kubernetes. And that is not tenable, right? Can you let's say unlimited capital unlimited budgets. Can you hire 20 people to do Kubernetes today? >>If you could find them, if >>You can find 'em right. So even if you could, the point is that see, five years ago, when your competitors were not doing Kubernetes, it was a competitive advantage to go build a team to do Kubernetes. So you could move faster today. You know, there's a high chance that your competitors are already buying from a Rafa or somebody like Rafa. So now it's better to take these really, really sharp engineers and have them work on things that make the company money, writing operations for Kubernetes. This is a commodity. Now >>How confident are you that the cloud providers won't get in and do what you do and put you out of business? >>Yeah, I mean, absolutely. I think, I mean, in fact, I, I had a conversation with somebody from HBS this morning and I was telling them, I don't think you have a choice. You have to do this right. Competition is not a bad thing. Right? This, the, >>If we are the only company in a space, this is not a space, right. The bet we are making is that every enterprise has, you know, they have an on-prem strategy. They have at least a handful of, everybody's got at least two clouds that they're thinking about. Everybody starts with one cloud and then they have some other cloud that they're also thinking about, um, for them to only rely on one cloud's tools to solve for on-prem plus that second cloud, they potentially, they may have, that's a tough thing to do. Um, and at the same time we as a vendor, I mean the only real reason why startups survive is because you have technology that is truly differentiated, right. Otherwise, right. I mean, you gotta build something that is materially. Interesting. Right. We seem to have, sorry, go ahead. >>No, I was gonna ask you, you actually had me thinking about something, a non yes. MoneyGram big, well known company, a startup, adding, working in a space with Google, VMware, all the biggest names. What brought you to Rafi to solve this operational challenge? >>Yeah. Good question. So when we started out sort of in our Kubernetes, um, you know, we had heard about EKS, uh, and, and we are an AWS shop. So, uh, that was the most natural path. And, and we looked at, um, EKS and, and used that to, you know, create our clusters. Um, but then we realized very quickly that yes, toe's point AWS manages the control plane for you. It gives you the high availability. So you're not managing those components, which is some really heavy lifting. Right. Uh, but then what about all the other things like, you know, centralized dashboard, what about, we need to provision, uh, Kubernetes clusters on multi-cloud right. We have other clouds that we use, uh, or also on prem. Right. Um, how do you do some of that stuff? Right. Um, we, we also, at that time were looking at, uh, other, uh, tools also. >>And I had, I remember come up with an MVP list that we needed to have in place for day one or day two, uh, operations, right. To before we even launch any single applications into production. Um, and my ops team looked at that list. Um, and literally there was only one or two items that they could check, check off with S you know, they they've got the control plane, they've got the cluster provision, but what about all those other components? Uh, and some of that kind of led us down the path of, uh, you know, looking at, Hey, what's out there in this space. And, and we realized pretty quickly that there weren't too many, there were some large providers and capabilities like Antos, but we felt that it was, uh, a little too much for what we were trying to do. You know, at that point in time, we wanted to scale slowly. We wanted to minimize our footprint. Um, and, and Rafa seemed to sort of, uh, was, was a nice mix, uh, you know, uh, from all those different angles, how >>Was, how was the situation affecting your developer experience? >>So, um, so that's a really good question also. So operations was one aspect of, to it, right? The other part is the application development, right? We've got, uh, you know, Moneygrams when a lot of organizations have a plethora of technologies, right? From, from Java to.net to no GS, what have you, right. Um, now as you start saying, okay, now we're going cloud native, and we're gonna start deploying to Kubernetes. Um, there's a fair amount of overhead because a tech stack, all of a sudden goes from, you know, just being Java or just being.net to things like Docker, right? All these container orchestration and deployment concerns, Kubernetes, uh, deployment artifacts, right. I gotta write all this YAML, uh, as my developer say, YAML, hell right. <laugh>, uh, I gotta learn Docker files. I need to figure out, um, a package manager like helm, uh, on top of learning all the Kubernetes artifacts. >>Right. So, um, initially we went with sort of, okay, you know, we can just train our developers. Right. Um, and that was wrong. Right. I mean, you can't assume that everyone is gonna sort of learn all these deployment concerns, uh, and we'll adopt them. Right. Um, uh, there's a lot of stuff that's outside of their sort of core dev domain, uh, that you're putting all this burden on them. Right. So, um, we could not rely on them and to be sort of cube cuddle experts, right. That that's a fair amount, overhead learning curve there. Um, so Rafa again, from their dashboard perspective, right? So the managed cube cuddle gives you that easy access for devs, right. Where they can go and monitor the status of their workloads. Um, they can, they don't have to figure out, you know, configuring all these tools locally just to get it to work. >>Uh, we did some things from a DevOps perspective to basically streamline and automate that process. But then also office order came in and helped us out, uh, on kind of that providing that dashboard. They don't have to worry. They can basically get on through single sign on and have visibility into the status of their deployment. Uh, they can do troubleshooting diagnostics all through a single pane of glass. Right. Which was a key key item. Uh, initially before Rafa, we were doing that command line. Right. And again, just getting some of the tools configured was, was huge. Right. Took us days just to get that. And then the learning curve for development teams, right? Oh, now you gotta, you got the tools now you gotta figure out how to use it. Right. Um, so >>See, talk to me about the, the cloud native infrastructure. When I look at that entire landscaping number, I'm just overwhelmed by it. As a customer, I look at it, I'm like, I, I don't know where to start I'm sure. Or not, you, you folks looked at it and said, wow, there's so many solutions. How do you engage with the ecosystem? You have to be at some level opinionated, but flexible enough to, uh, meet every customer's needs. How, how do you approach that? >>Yeah. So it's a, it's a really tough problem to solve because, so, so the thing about abstraction layers, you know, we all know how that plays out, right? So abstraction layers are fundamentally never the right answer because they will never catch up. Right. Because you're trying to write and layer on top. So then we had to solve the problem, which was, well, we can't be an abstraction layer, but then at the same time, we need to provide some sort of, sort of like centralization standardization. Right. So, so we sort of have this, the following dissonance in our platform, which is actually really important to solve the problem. So we think of a, of a stack as sort of four things. There's the, there's the Kubernetes layer infrastructure layer, um, and EKS is different from ES and it's okay. Mm-hmm <affirmative>, if we try to now bring them all together and make them behave as one, our customers are gonna suffer because there are features in ESS that I really want. >>But then if you write an AB obsession layer, I'm not gonna get 'em so not. Okay. So treat them as individual things. And we logic that we now curate. So every time S for example, goes from 1 22 to 1 23, rewrite a new product, just so my customer can press a button and upgrade these clusters. Similarly, we do this fors, we do this for GK. We it's a really, really hard job, but that's the job. We gotta do it on top of that, you have these things called. Add-ons like my network policy, my access management policy, my et cetera. Right. These things are all actually the same. So whether I'm Anek or a Ks, I want the same access for Keith versus a none. Right. So then those components are sort of the same across doesn't matter how many clusters does money clouds on top of that? You have applications. And when it comes to the developer, in fact, I do the following demo a lot of times because people ask the question, right? Mean, I, I, I, people say things like, I wanna run the same Kubernetes distribution everywhere, because this is like Linux, actually, it's not. So I, I do a demo where I spin up a access to an OpenShift cluster and an EKS cluster and an AKs cluster. And I say, log in, show me which one is, which they're all the same. >>So Anan get, put, make that real for me, I'm sure after this amount of time, developers groups have come to you with things that are snowflakes and you, and as a enterprise architect, you have to make it work within your framework. How has working with RAI made that possible? >>Yeah. So, um, you know, I think one of the very common concerns is right. The whole deployment, right. Uh, toe's point, right. Is you are from an, from a deployment perspective. Uh, it's still using helm. It's still using some of the same tooling, um, right. But, um, how do you Rafa gives us, uh, some tools, you know, they have a, a command line, art cuddle API that essentially we use. Um, we wanted parody, um, across all our different environments, different clusters, you know, it doesn't matter where you're running. Um, so that gives us basically a consistent API for deployment. Um, we've also had, um, challenges, uh, with just some of the tooling in general, that we worked with RA actually to actually extend their, our cuddle API for us, so that we have a better deployment experience for our developers. So, >>Uh Huie how long does this opportunity exist for you? At some point, do the cloud providers figure this out or does the open source community figure out how to do what you've done and, and this opportunity is gone. >>So, so I think back to a platform that I, I think very highly of, which is a highly off, which has been around a long time and continues to live vCenter, I think vCenter is awesome. And it's, it's beautiful. VMware did an incredible job. Uh, what is the job? Its job is to manage VMs, right? But then it's for access. It's also storage. It's also networking and a sex, right? All these things got done because to solve a real problem, you have to think about all the things that come together to solve, help you solve that problem from an operations perspective. Right? My view is that this market needs essentially a vCenter, but for Kubernetes, right. Um, and that is a very broad problem, right. And it's gonna spend, it's not about a cloud, right? I mean, every cloud should build this. I mean, why would they not? It makes sense, Anto success, right. Everybody should have one. But then, you know, the clarity in thinking that the Rafa team seems to have exhibited till date seems to merit an independent company. In my opinion, I think like, I mean, from a technical perspective, this products awesome. Right? I mean, you know, we seem to have, you know, no real competition when it comes to this broad breadth of capabilities, will it last, we'll see, right. I mean, I keep doing Q shows, right? So every year you can ask me that question again. Well, you're >>You make a good point though. I mean, you're up against VMware, you're up against Google. They're both trying to do sort of the same thing you're doing. What's why are you succeeding? >>Maybe it's focus. Maybe it's because of the right experience. I think startups only in hindsight, can one tell why a startup was successful? In all honesty. I, I, I've been in a one or two service in the past. Um, and there's a lot of luck to this. There's a lot of timing to this. I think this timing for a com product like this is perfect. Like three, four years ago, nobody would've cared. Like honestly, nobody would've cared. This is the right time to have a product like this in the market because so many enterprises are now thinking of modernization. And because everybody's doing this, this is like the boots storm problem in HCI. Everybody's doing it. But there's only so many people in the industry who actually understand this problem. So they can't even hire the people. And the CTO said, I gotta go. I don't have the people. I can't fill the, the seats. And then they look for solutions and we are that solution that we're gonna get embedded. And when you have infrastructure software like this embedded in your solution, we're gonna be around with the assuming, obviously we don't score up, right. We're gonna be around with these companies for some time. We're gonna have strong partners for the long term. >>Well, vCenter for Kubernetes, I love to end on that note, intriguing conversation. We could go on forever on this topic, cuz there's a lot of work to do. I think, uh, I don't think this will over be a solve problem for the Kubernetes of cloud native solution. So I think there's a lot of opportunity in that space. Hi, thank you for rejoining the cube. I non con welcome becoming a cube alum. <laugh> I awesome. Thank you. Get your much your profile on the, on the Ken's. Website's really cool from Valencia Spain. I'm Keith Townsend, along with my whole Paul Gillon and you're watching the cube, the leader in high tech coverage.

Published Date : May 18 2022

SUMMARY :

brought to you by the cloud native computing foundation. I'm telling you we are having interviews before the start of even the <laugh> and, and, uh, has Havani CEO. Talk to you again today. Uh, Keith, so, um, we had a, uh, you know, So before, uh, you know, MoneyGram, obviously, you know, that problem, I'd just say, you know, what, go to the plug, the cloud, what, how does, So Amazon is EKS Azure as EKS, you know, How many dashboards do you have now across all the open source technologies that you have identified to And you should use them and don't even think about spinning up Q B and a best clusters. So even if you could, the point is that see, five years ago, I don't think you have a choice. we as a vendor, I mean the only real reason why startups survive is because you have technology that is truly What brought you to Rafi to solve Uh, but then what about all the other things like, you know, centralized dashboard, that they could check, check off with S you know, they they've got the control plane, they've got the cluster provision, you know, just being Java or just being.net to things like Docker, right? So, um, initially we went with sort of, okay, you know, we can just Oh, now you gotta, you got the tools now you gotta figure out how to use it. How do you engage with the ecosystem? so the thing about abstraction layers, you know, we all know how that plays out, We gotta do it on top of that, you have these things called. developers groups have come to you with things that are snowflakes and you, some tools, you know, they have a, a command line, art cuddle API that essentially we use. does the open source community figure out how to do what you've done and, and this opportunity is gone. you know, the clarity in thinking that the Rafa team seems to have exhibited till date seems What's why are you succeeding? And when you have infrastructure software like this embedded in your solution, we're thank you for rejoining the cube.

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Kirsten Newcomer & Jim Mercer | Red Hat Summit 2022


 

(upbeat music) >> Welcome back. We're winding down theCUBE's coverage of Red Hat Summit 2022. We're here at the Seaport in Boston. It's been two days of a little different Red Hat Summit. We're used to eight, 9,000 people. It's much smaller event this year, fewer developers or actually in terms of the mix, a lot more suits this year, which is kind of interesting to see that evolution and a big virtual audience. And I love the way, the keynotes we've noticed are a lot tighter. They're pithy, on time, they're not keeping us in the hall for three hours. So we appreciate that kind of catering to the virtual audience. Dave Vellante here with my co-host, Paul Gillin. As to say things are winding down, there was an analyst event here today, that's ended, but luckily we have Jim Mercer here as a research director at IDC. He's going to share maybe some of the learnings from that event today and this event overall, we're going to talk about DevSecOps. And Kirsten Newcomer is director of security, product management and hybrid platforms at Red Hat. Folks, welcome. >> Thank you. >> Thank you. >> Great to see you. >> Great to be here. >> Security's everywhere, right? You and I have spoken about the supply chain hacks, we've done some sort of interesting work around that and reporting around that. I feel like SolarWinds created a new awareness. You see these moments, it's Stuxnet, or WannaCry and now is SolarWinds very insidious, but security, Red Hat, it's everywhere in your portfolio. Maybe talk about the strategy. >> Sure, absolutely. We feel strongly that it's really important that security be something that is managed in a holistic way present throughout the application stack, starting with the operating system and also throughout the life cycle, which is partly where DevSecOps comes in. So Red Hat has kind of had a long history here, right? Think SELinux and Red Hat Enterprise Linux for mandatory access control. That's been a key component of securing containers in a Kubernetes environment. SELinux has demonstrated the ability to prevent or mitigate container escapes to the file system. And we just have continued to work up the stack as we go, our acquisition of stack rocks a little over a year ago, now known as Red Hat Advanced Cluster Security, gives us the opportunity to really deliver on that DevSecOps component. So Kubernetes native security solution with the ability to both help shift security left for the developers by integrating in the supply chain, but also providing a SecOps perspective for the operations and the security team and feeding information between the two to really try and do that closed infinity loop and then an additional investment more recently in sigstore and some technologies. >> Interesting. >> Yeah, is interesting. >> Go ahead. >> But Shift Left, explain to people what you mean by Shift Left for people might not be familiar with that term. >> Fair enough. For many, many years, right, IT security has been something that's largely been part of an operations environment and not something that developers tended to need to be engaged in with the exception of say source code static analysis tools. We started to see vulnerability management tools get added, but even then they tend to come after the application has been built. And I even ran a few years ago, I ran into a customer who said my security team won't let me get this information early. So Shift Left is all about making sure that there are security gates in the app dev process and information provided to the developer as early as possible. In fact, even in the IDE, Red Hat code ready dependency analytics does that, so that the developers are part of the solution and don't have to wait and get their apps stalled just before it's ready to go into deployment. >> Thank you. You've also been advocating for supply chain security, software supply chain. First of all, explain what a software supply chain is and then, what is unique about the security needs of that environment? >> Sure. And the SolarWinds example, as Dave said, really kind of has raised awareness around this. So just like we use the term supply chain, most people given kind of what's been happening with the pandemic, they've started hearing that term a lot more than they used to, right? So there's a supply chain to get your groceries, to the grocery store, food to the grocery store. There's a supply chain for manufacturing, where do the parts come for the laptops that we're all using, right? And where do they get assembled? Software has a supply chain also, right? So for years and even more so now, developers have been including open source components into the applications they build. So some of the supplies for the applications, the components of those applications, they can come from anywhere in the world. They can come from a wide range of open source projects. Developers are adding their custom code to that. All of this needs to be built together, delivered together and so when we think about a supply chain and the SolarWinds hack, right, there are a couple of elements of supply chain security that are particularly key. The executive order from May of last year, I think was partly in direct response to the SolarWinds hack. And it calls out that we need a software bill of materials. Now again, in manufacturing that's something folks are used to, I actually had the opportunity to contribute to the software package data exchange format, SPDX when it was first started, I've lost track of when that was. But an S-bomb is all about saying, what are all of those components that I'm delivering in my solution? It might be an application layer. It might be the host operating system layer, but at every layer. And if I know what's in what I'm delivering, I have the opportunity to learn more information about those components to track where does Log4Shell, right? When the Log4j or Spring4Shell, which followed shortly thereafter. When those hit, how do I find out which solutions that I'm running have the vulnerable components in them and where are they? The software bill of materials helps with that but you also have to know where, right. And that's the Ops side. I feel like I missed a piece of your question. >> No, it's not a silver bullet though, to your point and Log4j very widely used, but let's bring Jim into the conversation. So Jim, we've been talking about some of these trends, what's your focus area of research? What are you seeing as some of the mega trends in this space? >> I mean, I focus in DevOps and DevSecOps and it's interesting just talking about trends. Kirsten was mentioning the open source and if you look back five, six, seven years ago and you went to any major financial institution, you asked them if they use an open source. Oh, no. >> True. >> We don't use that, right. We wrote it all here. It's all from our developers-- >> Witchcraft. >> Yeah, right, exactly. But the reality is, they probably use a little open source back then but they didn't realize it. >> It's exactly true. >> However, today, not only are they not on versed to open source, they're seeking it out, right. So we have survey data that kind of indicates... A survey that was run kind of in late 2021 that shows that 70% of those who responded said that within the next two years 90% of their applications will be made up of open source. In other words, the content of an application, 10% will be written by themselves and 90% will come from other sources. So we're seeing these more kind of composite applications. Not, everybody's kind of, if you will, at that 90%, but applications are much more composite than they were before. So I'm pulling in pieces, but I'm taking the innovation of the community. So I not only have the innovation of my developers, but I can expand that. I can take the innovation to the community and bring that in and do things much quicker. I can also not have my developers worry about things that, maybe just kind of common stuff that's out there that might have already been written. In other words, just focus on the business logic, don't focus on, how to get orders or how to move widgets and those types of things that everybody does 'cause that's out there in open source. I'll just take that, right. I'll take it, somebody's perfected it, better than I'll ever do. I'll take that in and then I'll just focus and build my business logic on top of that. So open source has been a boom for growth. And I think we've heard a little bit of that (Kirsten laughs) in the last two days-- >> In the Keynotes. >> From Red Hat, right. But talking about the software bill of materials, and then you think about now I taking all that stuff in, I have my first level open source that I took in, it's called it component A. But behind component A is all these transitive dependencies. In other words, open source also uses open source, right? So there's this kind of this, if you will, web or nest, if you want to call it that, of transitive dependencies that need to be understood. And if I have five, six layers deep, I have a vulnerability in another component and I'm over here. Well, guess what? I picked up that vulnerability, right. Even though I didn't explicitly go for that component. So that's where understanding that software bill of materials is really important. I like to explain it as, during the pandemic, we've all experienced, there was all this contact tracing. It was a term where all came to mind. The software bill of materials is like the contact tracing for your open source, right. >> Good analogy. >> Anything that I've come in contact with, just because I came in contact with it, even though I didn't explicitly go looking for COVID, if you will, I got it, right. So in the same regard, that's how I do the contact tracing for my software. >> That 90% figure is really striking. 90% open source use is really striking, considering that it wasn't that long ago that one of the wraps on open source was it's insecure because anybody can see the code, therefore anybody can see the vulnerabilities. What changed? >> I'll say that, what changed is kind of first, the understanding that I can leapfrog and innovate with open source, right? There's more open source content out there. So as organizations had to digitally transform themselves and we've all heard the terminology around, well, hey, with the pandemic, we've leapfrog up five years of digital transformation or something along those lines, right? Open source is part of what helps those teams to do that type of leapfrog and do that type of innovation. You had to develop all of that natively, it just takes too long, or you might not have the talent to do it, right. And to find that talent to do it. So it kind of gives you that benefit. The interesting thing about what you mentioned there was, now we're hearing about all these vulnerabilities, right, in open source, that we need to contend with because the bad guys realize that I'm taking a lot of open source and they're saying, geez, that's a great way to get myself into applications. If I get myself into this one open source component, I'll get into thousands or more applications. So it's a fast path into the supply chain. And that's why it's so important that you understand where your vulnerabilities are in the software-- >> I think the visibility cuts two ways though. So when people say, it's insecure because it's visible. In fact, actually the visibility helps with security. The reality that I can go see the code, that there is a community working on finding and fixing vulnerabilities in that code. Whereas in code that is not open source it's a little bit more security by obscurity, which isn't really security. And there could well be vulnerabilities that a good hacker is going to find, but are not disclosed. So one of the other things we feel strongly about at Red Hat, frankly, is if there is a CVE that affects our code, we disclose that publicly, we have a public CVE database. And it's actually really important to us that we share that, we think we share way more information about issues in our code than most other users or consumers of open source and we work that through the broad community as well. And then also for our enterprise customers, if an issue needs to be fixed, we don't just fix it in the most recent version of the open source. We will backport that fix. And one of the challenges, if you're only addressing the most recent version, that may not be well tested, it might have other bugs, it might have other issues. When we backport a security vulnerability fix, we're able to do that to a stable version, give the customers the benefit of all the testing and use that's gone on while also fixing. >> Kirsten, can you talk about the announcements 'cause everybody's wondering, okay, now what do I do about this? What technology is there to help me? Obviously this framework, you got to follow the right processes, skill sets, all that, not to dismiss that, that's the most important part, but the announcements that you made at Red Hat Summit and how does the StackRox acquisition fit into those? >> Sure. So in particular, if we stick with DevSecOps a minute, but again, I'll do. Again for me, DevSecOps is the full life cycle and many people think of it as just that Shift Left piece. But for me, it's the whole thing. So StackRox ACS has had the ability to integrate into the CI/CD pipeline before we bought them. That continues. They don't just assess for vulnerabilities, but also for application misconfigurations, excess proof requests and helm charts, deployment YAML. So kind of the big, there are two sort of major things in the DevSecOps angle of the announcement or the supply chain angle of the announcement, which is the investment that we've been making in sigstore, signing, getting integrity of the components, the elements you're deploying is important. I have been asked for years about the ability to sign container images. The reality is that the signing technology and Red Hat signs everything we ship and always have, but the signing technology wasn't designed to be used in a CI/CD pipeline and sigstore is explicitly designed for that use case to make it easy for developers, as well as you can back it with full CO, you can back it with an OIDC based signing, keyless signing, throw away the key. Or if you want that enterprise CA, you can have that backing there too. >> And you can establish that as a protocol where you must. >> You can, right. So our pattern-- >> So that would've helped with SolarWinds. >> Absolutely. >> Because they were putting in malware and then taking it out, seeing what happened. My question was, could sigstore help? I always evaluate now everything and I'm not a security expert, but would this have helped with SolarWinds? A lot of times the answer is no. >> It's a combination. So a combination of sigstore integrated with Tekton Chains. So we ship Tekton, which is a Kubernetes supply chain pipeline. As OpenShift pipelines, we added chains to that. Chains allows you to attest every step in your pipeline. And you're doing that attestation by signing those steps so that you can validate that those steps have not changed. And in fact, the folks at SolarWinds are using Tekton Chains. They did a great talk in October at KubeCon North America on the changes they've made to their supply chain. So they're using both Tekton Chains and sigstore as part of their updated pipeline. Our pattern will allow our customers to deploy OpenShift, advanced cluster manager, advanced cluster security and Quay with security gates in place. And that include a pipeline built on Tekton with Tekton Chains there to sign those steps in the pipeline to enable signing of the code that's moving through that pipeline to store that signature in Quay and to validate the image signature upon deployment with advanced cluster security. >> So Jim, your perspective on this, Red Hat's, I mean, you care about security, security's everywhere, but you're not a security company. You follow security companies. There's like far too many of them. CISOs all say my number one challenge is lack of talent, but I have all these tools to deal with. You see new emerging companies that are doing pretty well. And then you see a company that's highly respected, like an Okta screw up the communications on a pretty benign hack. Actually, when you peel the onion on that, it's just this mess (chuckles) and it doesn't seem like it's going to get any simpler. Maybe the answer is companies like Red Hat kind of absorbing that and taking care of it. What do you see there? I mean, maybe it's great for business 'cause you've got so many companies. >> There's a lot of companies and there's certainly a lot of innovation out there and unique ways to make security easier, right. I mean, one of the keys here is to be able to make security easier for developers, right. One of the challenges with adopting DevSecOps is if DevSecOps creates a lot of friction in the process, it's hard to really... I can do it once, but I can't keep doing that and get the same kind of velocity. So I need to take the friction out of the process. And one of the challenges a lot of organizations have, and I've heard this from the development side, but I've also heard it from the InfoSec side, right. Because I take inquiry for people on InfoSec, and they're like, how do I get these developers to do what I want? And part of the challenge they have is like, I got these teams using these tools. I got those teams using those tools. And it's a similar challenge that we saw on DevOps where there's just too many, if you will, too many dang tools, right. So that is a challenge for organizations is, they're trying to kind of normalize the tools. Interestingly, we did a survey, I think around last August or something. And one of the questions was around, where do you want your security? Where do you want to get your DevSecOps security from, do you want to get it from individual vendors? Or do you want to get it from like, your platforms that you're using and deploying changes in Kubernetes. >> Great question. What did they say? >> The majority of them, they're hoping they can get it built into the platform. That's really what they want. And you see a lot of the security vendors are trying to build security platforms. Like we're not just assess tool, we're desk, we're this, whatever. And they're building platforms to kind of be that end-to-end security platform, trying to solve that problem, right, to make it easier to kind of consume the product overall, without a bunch of individual tools along the way. But certainly tool sprawl is definitely a challenge out there. Just one other point around the sigstore stuff which I love. Because that goes back to the supply chain and talking about digital providence, right. Understanding where things... How do I validate that what I gave you is what you thought it was, right. And what I like about it with Tekton Chains is because there's a couple things. Well, first of all, I don't want to just sign things after I built the binary. Well, I mean, I do want to sign it, but I want to just sign things once, right. Because all through the process, I think of it as a manufacturing plant, right. I'm making automobiles. If I check the quality of the automobile at one stage and I don't check it to the other, things have changed, right. How do I know that I did something wasn't compromised, right. So with sigstore kind of tied in with Tekton Chains, kind of gives me that view. And the other aspect I like it about is, this kind of transparency in the log, right-- >> The report component. >> Exactly. So I can see what was going on. So there is some this kind of like public scrutiny, like if something bad happened, you could go back and see what happened there and it wasn't as you were expected. >> As with most discussions on this topic, we could go for an hour because it's really important. And thank you guys for coming on and sharing your perspectives, the data. >> Our pleasure. >> And keep up the good work. Kirsten, it's on you. >> Thanks so much. >> The IDC survey said it, they want it in platforms. You're up. >> (laughs) That's right. >> All right. Good luck to both you. >> Thank you both so much. >> All right. And thank you for watching. We're back to wrap right after this short break. This is Dave Vellante for Paul Gill. You're watching theCUBE. (upbeat music)

Published Date : May 11 2022

SUMMARY :

And I love the way, the supply chain hacks, the ability to prevent But Shift Left, explain to people so that the developers about the security needs and the SolarWinds hack, right, but let's bring Jim into the conversation. and if you look back We don't use that, right. But the reality is, I can take the innovation to is like the contact tracing So in the same regard, that one of the wraps on So it's a fast path into the supply chain. The reality that I can go see the code, So kind of the big, there And you can establish that So our pattern-- So that would've and I'm not a security expert, And in fact, the folks at SolarWinds Maybe the answer is companies like Red Hat and get the same kind of velocity. What did they say? and I don't check it to the other, and it wasn't as you were expected. And thank you guys for coming on And keep up the good work. they want it in platforms. Good luck to both you. And thank you for watching.

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Francis Chow, Red Hat | Red Hat Summit 2022


 

>> We're back at the Seaport in Boston. Dave Vellante and Paul Gill. You're watching The Cubes coverage of Red Hat Summit, 2022. A little different this year, a smaller venue. Maybe a thousand people. Love the keynotes, compressed. Big virtual audience. So we're happy to be coming to you live, face to face. It's been a while since we've had these, for a lot of folks, this is their first in person event. You know, it's kind of weird getting used to that, but I think in the next few months, it's going to become the new, sort of quasi abnormal. Francis Chow is here. He's the Vice President and GM of In-Vehicle OS and Edge at Red Hat. Francis, welcome. That's the most interesting title we've had all week. So thanks for coming here. >> Thank you, Dave. Thank you, Paul, for having me here. >> So The Edge, I mean The Edge is, we heard about the International Space Station. We heard about ski boots, of course In-Vehicle. What's the Edge to you? >> Well, to me Edge actually could mean many different things, right? The way we look at Edge is, there is the traditional enterprise Edge, where this is the second tier, third tier data centers that this extension from your core, the network and your centralized data center, right to remote locations. And then there are like Telco Edge, right? where we know about the 5G network, right Where you deploy bay stations and which would have a different size of requirements right. Of traditional enterprise edge networks. And then there are Operational Edge where we see the line of business operating on those locations, right? Things like manufacturing for oil rigs, retail store, right? So very wide variety of Edge that are doing OT type of technology, and then last but not least there is the customer on or kind of device edge where we now putting things into things like cars, as you said, like ski booth, and have that interaction with the end consumers. >> Is this why? I mean, there's a lot of excitement at Red. I could tell among the Red hat people about this GM deal here is this why that's so exciting to them? This really encompasses sort of all of those variants of the edge in automotive, in automobile experience. Doesn't it? >> I think why this is exciting to the industry and also to us is that if you look at traditionally how automotive has designed, right the way the architect vehicle today has many subsystems, they are all purpose viewed, very tight cut, coupled with hardware and software. And it's very difficult to reuse, right? So their cause of development is high. The time to develop is long and adding to that there is a lengthy safety certification process which also kind of make it hard. Because every time you make a change in the system you have to re-certify it again. >> Right. >> And typically it takes about six to 12 months to do so. Every time you make a change. So very lengthy passes, which is important because we want to ensure occupants are safe in a vehicle. Now what we bring to the table, which I think is super exciting is we bring this platform approach. Now you can use a consistent platform that is open and you can actually now run multiple doming applications on the same platform which means automakers can reuse components across model years and brands. That will lower the development cost. Now I think one of the key things that we bring to the table is that we introduce a new safety certification approach called Continuous Safety Certification. We actually announced that in our summit last year with the intent, "Hey, we're going to deliver this functional certified Linux platform" Which is the first four Linux. And the way we do it is we work with our partner Excedr to try to define that approach. And at the high level the idea really is to automate that certification process just like how we automate software development. Right, we are adding that monitoring capabilities with functional safety related artifacts in our CI three pipeline. And we are able to aim to cut back that kind of certification time to a fraction of what is needed today. So what we can do, I think with this collaboration with GM, is help them get faster time to market, and then lower development costs. Now, adding to that, if you think about a modern Linux platform, you can update it over the air, right? This is the capability that we are working with GM as well. Now what customers can expect now, right for future vehicle is there will be updates on apps and services, just like your cell phone, right. Which makes your car more capable over time and more relevant for the long term. >> So there's some assumptions you're making at the edge. First of all, you described a spectrum retail store which you know, to me, okay, it's Edge, but you can take an X-86 box or a hyper converged infrastructure throw it in there. And there's some opportunities to do some stuff in real time, but it's kind of an extension natural extension of IT. Whereas in vehicle you got to make some assumptions spotty connectivity to do software download and you can't do truck rolls at the far edge, right? None of that is okay, and so there's some assumptions there and as you say, your role is to compress the time to market, but also deliver a better consumer >> Absolutely. >> Experience, so what can we expect? You started to talk about the future of in vehicle, you know, or EVs, if you will, what should we expect as consumers? You, you're saying over the year software we're seeing that with some of the EV makers, for sure. But what's the future look like? >> I think what consumers can expect is really over a period of time, right? A similar experience, like what you have with your mobile mobile device, right? If you look back 15, 20 years, right? You buy a phone, right? That's the feature that you have with your phone, right? No update, it is what it is right, for the lifetime of the product which is pretty much what you have now, if you buy a vehicle, right. You have those features capabilities and you allow it for the lifetime of the vehicle. >> Sometimes you have to drive in for a maintenance, a service to get a software update. >> We can talk about that too right. But as we make the systems, update-able right you can now expect more frequent and seamless update of both the operating system and the application services that sit on top of that. Right, so I think right in the future consumers can expect more capable vehicles after you purchase it because new developmental software can now be done with an update over the air. >> I assume this relationship with GM is not exclusive. Are you talking with other automakers as well? >> We are talking to auto makers, other auto makers. What we working with GM is really a product that could work for the industry, right? This is actually what we both believe in is the right thing to do right? As we are able to standardize how we approach the infrastructure. I think this is a good thing for the whole industry to help accelerate innovation for the entire industry. >> Well which is sort of natural next question. Are we heading toward an open automotive platform? Like we have an open banking platform in that industry. Do you see the possibility that there could be a single platform that all or most of the auto makers will work on? >> I wouldn't use the word single, but I definitely would use the word open. Right? Our goal is to build this open platform, right. Because we believe in open source, right. We believe in community, right. If we make it open, we have more contributors to come in and help to make the system better in a way faster. And actually like you said, right. Improve the quality, right, better. Right, so that the chance of recall is now lower with, with this approach. >> You're using validated patterns as part of this initiative. Is that right? And what is a validated pattern? How is it different from a reference architecture? Is it just kind of a new name for reference architecture? or what value does it bring to the relation? >> For automotive right, we don't have a validated pattern yet but they can broadly kind of speak about what that is. >> Yeah. >> And how we see that evolve over time. So validated pattern basically is a combination of Red Hat products, multiple Red Hat products and partner products. And we usually build it for specific use case. And then we put those components together run rigorous tests to validate it that's it going to work, so that it becomes more repeatable and deployable for those particular edge use cases. Now we do work with our partners to make it happen, right. Because in the end, right we want to make a solution that is about 80% of the way and allow our partners to kind of add more value and their secret sauce on top and deploy it. Right, and I'll give you kind of one example, right You just have the interview with the Veterans Affairs team, right. One of our patents, right? The Medical Diagnosis Pattern, right. Actually we work with them in the early development stage of that. Right, what it does is to help make assessments on pneumonia with chest X rates, right. So it's a fully automated data pipeline. We get the chest x-ray from an object store use AIML to diagnose whether there's new pneumonia. And then I'll put that in a dashboard automated with the validated pattern. >> So you're not using them today, but can we expect that in the future? It sounds like >> Yes absolutely it's in the works, yes. >> It would be a perfect vertical. >> How do you believe your work with GM? I mean, has implications across Red hat? It seems like there are things you're going to be doing with GM that could affect other parts of your own product portfolio. >> Oh, absolutely. I think this actually is, it's a pivotal moment for Red Hat and the automotive industry. And I think broadly speaking for any safety conscious industry, right. As we create this Proof-point right that we can build a Linux system that is optimized for footprint performance, realtime capabilities, and be able to certify it for safety. Right I think all the adjacent industry, right. You think about transportation, healthcare, right. Industry that have tight safety requirements. It's just opened up the aperture for us to adjust those markets in the future. >> So we talked about a lot about the consumerization of IT over the last decade. Many of us feel as though that what's going on at the Edge, the innovations that are going on at the Edge realtime AI inferencing, you know, streaming data ARM, the innovations that ARM and others are performing certainly in video until we heard today, this notion of, you know, no touch, zero touch provisioning that a lot of these innovations are actually going to find their way into the enterprise. Kind of a follow on fault of what you were just talking about. And there's probably some future disruptions coming. You can almost guarantee that, I mean, 15 years or so we get that kind of disruption. How are you thinking about that? >> Well, I think you company, right. Some of the Edge innovation, right. You're going to kind of bring back to enterprise over time. Right but the one thing that you talk about zero touch provisioning right. Is critical right? You think about edge deployments. You're going to have to deal with a very diverse set of environments on how deployments are happen. Right think about like tail code based stations, right. You have somewhere between 75,000 to 100,000 base stations in the US for each provider right. How do you deploy it? Right, if you let's say you push one update or you want the provision system. So what we bring to the table in the latest open shift release is that, hey we make provisioning zero touch right, meaning you can actually do that without any menu intervention. >> Yeah, so I think the Edge is going to raise the bar for the enterprise, I guess is my premise there. >> Absolutely. >> So Francis, thanks so much for coming on The Cube. It's great to see you and congratulations on the collaboration. It's a exciting area for you guys. >> Thank you again, Dave and Paul. >> Our pleasure, all right keep it right there. After this quick break, we'll be back. Paul Gill and Dave Vellante you're watching The Cubes coverage Red Hat Summit 2022 live from the Boston Seaport. Be right back.

Published Date : May 11 2022

SUMMARY :

to you live, face to face. Thank you, Dave. What's the Edge to you? the line of business operating of the edge in automotive, and also to us is that if you look And the way we do it is we work First of all, you described of the EV makers, for sure. That's the feature that you Sometimes you have to drive in and the application services Are you talking with in is the right thing to do right? or most of the auto makers will work on? Right, so that the chance of recall bring to the relation? kind of speak about what that is. of the way and allow our partners How do you believe your work with GM? for Red Hat and the automotive industry. that are going on at the Edge Right but the one thing that you talk is going to raise the bar It's great to see you and congratulations Summit 2022 live from the Boston Seaport.

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Paul Cormier, Red Hat | Red Hat Summit 2022


 

>>To the Seaport in Boston, Massachusetts, everybody's buzzing. The Bruins are playing tonight. They tied it up. The Celtics tied it up last night. We're excited. We don't talk about the red Sox. Red Sox are getting struggles, but you know, we have good distractions. Paul goer is here. He's the president and chief executive officer at red hat and also a Boston fan of great to see, of course, you too. >>Nice to see you guys, you know, it's been a, it's been a while. >><laugh> yeah, we saw you, you know, online and virtually for a couple of years there, but, uh, you know, we've been doing red hat summit for a long, long time. Yeah, of course we were talking earlier. It's just much more intimate, kind of a VIP event, a few more suit jackets here. You know, I got my tie on, so I don't get too much grief. I usually get grief when I wear a tie of red hat summit, but it's a different format this year. Compressed keynotes. Your keynote was great. The new normal, sometimes we call it the new abnormal <laugh>, uh, but you know, how do you feel? >>I, I, I, I feel great. First of all, you know, combination today, virtual audience in, in house audience here today. I think we're gonna see a lot of that in the future. I mean, we designed the event around that and I, I think it, I think it played pretty well. Kudos, kudos to our team. You're right. It's, it's, it's a bit more intimate even the way it was set up, but those are the conversations we like having with our customers and our partners, much more partner centric, uh, as well right now, as well. >>You know, we were talking about, you know, hybrid cloud. It was kind of, you know, it was a good marketing term. And, but now it's, it's, it's become the real thing. I've said many times the, the definition of cloud is changing. It's expanding it's no, the cloud is no longer this remote set of services, you know, somewhere up in the cloud, it's on prem connecting to a cloud across clouds, out to the edge and you need capabilities that work everywhere. And that's what red hat did. The market's just swimming toward you. >>Yeah. I mean, you look at it, you know, I was, uh, you know, if you look at it, you know, the clouds are powerful unto themselves, right? The clouds are powerful unto themselves. They're all different. Right? And that that's, I mean, hardware vendors were, were similar, but different, same thing. You need that connective tissue across, across the whole thing. I mean, as I said, in my keynote today, I remember talking to some of our CIOs and customers 10 years ago and they said, we're going 90% of our apps tomorrow to one cloud. And we knew that wasn't practical because of course the clouds are built from Linux. So we knew it was underneath the hood and, and what's happened. It's taken some time, but as they started to get into that, they started to see, well, maybe one cloud's more suited for one application than the other, these apps. You may have to keep on premise, but you know, what really exploded at the, the, the hybrid thing, the edge. Now they're putting things at the edge, the GM announcement tell you, I know you're gonna talk to Francis. Yeah, yeah. Later. I mean, that's, that's a mini data center in, in every cloud, but that's still under the purview of the CIO, you know? So, so, so that's what hybrid's all about is tying all those pieces together, cuz it got more powerful, but it also more complex. >>You mentioned being the connective tissue, but we don't hear as much talk about multi-cloud seems to me, as we used to this conference has been all about hybrid cloud. You don't really talk about multi-cloud. How important is that to the red hat strategy, being that consistent layer? >>It's probably my mistake or our mistake because multi's more prevalent and more important than just hybrid alone. I mean, hybrid hybrid started from on-premise to one part to any one particular cloud. That was the, the first thought of hybrid. But as I said, as, as, as um, some of the cloud providers became so big, um, every, every CIO I talked to, whether they know whether they know it or not most do are in a multi environment for a whole bunch of reasons, right. You know, one cloud provider might be better in a different part of the world. And another one cloud provider might have a better service than another. Some just don't like to be stuck to one it's it's really hybrid multi. We should, we should train ourselves to every time we say hybrid, say multi, because that's really, that's really what it is. It, I think that happened overnight with, with Microsoft, you know, with Microsoft they've, they've, they've really grown over the last few years, so has Amazon for that matter. But Microsoft really coming up is what really made it a, a high, a multi world. >>Microsoft's remarkable what, what they're doing. But I, I, I have a different thinking on this. I, I heard Chuck Whitten last week at, at the Dell conference he used, he said used the phrase a multicloud, uh, by default versus multi-cloud by design. And I thought that was pretty interesting because I've said that multi-cloud is largely multi-vendor, you know? And so hybrid has implications, right? We, we bring and a shesh came up with a new term today. Metacloud I use Supercloud I like Metacloud better because something's happening, Paul. It feels like there's this layer abstraction layer that the underlying complexity is hidden. Think about OpenShift. Yeah. I could buy, I could get OpenShift for free. Yeah. I mean, I could, and I could cobble together and stitch together at 13, 15 dozens of different services and replicate, but I don't, I don't want that complexity. I want you to hide that complexity. I want, I'd rather spend money on your R and D than my engineering. So something's changing. It feels like >>You buy that. I totally buy that. I mean, you know, I, I, I'm gonna try to not make this sound like a marketing thing because it's not, not fair enough. Right. I mean, I'm engineer at heart, you know that, so, >>Okay. >>I really look to what we're trying to do is we're building a hybrid multi cloud. I mean that we, I look at us as a cloud provider spanning the hybrid multi all the way out to the edge world, but we don't have the data centers in the back. Like the cloud providers do in and by that is you're seeing our products being consumed more like cloud services because that's what our customers are demanding. Our, our products now can be bought out of the various marketplaces, et cetera. You're seeing different business models from us. So, uh, you're seeing, uh, committed spend, for example, like the cloud providers where a customer will buy so much up front and sort of just work it down. You're seeing different models on how they're consumed, consumption, based pricing. These, these are all things that came from the cloud providers and customers buying like that. >>They now want that across their entire environment. They don't wanna buy differently on premise or in one cloud and they don't wanna develop differently. They don't wanna operate differently. They don't wanna have to secure it differently. Security's the biggest thing with, with our, with our customers, because hybrid's powerful, but you no longer have the, you know, your security per perimeter, no longer the walls of your data center. You know, you're, you're responsible as a CIO. You're responsible for every app. Yeah. No matter where it's running, if that's the break in point, you're responsible for that. So that's why we've done things like, you know, we cried stack rocks. We've, we've built it into the container Kubernetes platform that spans those various footprints because you no longer can just do perimeter security because the perimeter is, is very, very, very large right now >>Diffuse. One of the thing on the multi-cloud hyper skills, I, I, red hat's never been defensive about public cloud. You, I think you look at the a hundred billion dollars a year in CapEx spend that's a gift to the industry. Not only the entire it industry, but, but the financial services companies and healthcare companies, they can build their own hybrid clouds. Metacloud super clouds taking advantage of that, but they still need that connective tissue. And that's where >>We products come in. We welcome our customers to go to, to the public cloud. Um, uh, look, it's it's. I said a long time ago, we said a long time it was gonna be a hybrid. Well, I should have said multi anybody said hybrid, then it's gonna be a hybrid world. It is. And it doesn't matter if it's a 20, 80, 80, 20, 40, 60, 60, 40. It's not gonna be a hundred percent anywhere. Yeah. And, and so in that, in that definition, it's a hybrid multi world. >>I wanna change the tune a little bit because I've been covering IBM for 40 years and seen a lot of acquisitions and see how they work. And usually it follows the same path. There's a commitment to leaving the acquire company alone. And then over time that fades, the company just becomes absorbed. Same thing with red hat. It seems like they're very much committed to, to, to leaving you alone. At least they said that upon the acquisition, have they followed through on that promise? >>I have to tell you IBM has followed through on every commitment they've made, made to us. I mean, I, I owe it, I owe a lot of it to Arvin. Um, he was the architect of the deal, right. Um, we've known each other for a long time. Um, he's a great guy. Um, he, uh, he, he believes in it. It's not, he's not just doing it that way because he thinks, um, something bad will happen if he doesn't, he's doing it that way. Cuz he believes in that our ecosystem is what made us. I mean, I mean, even here it's about the partners in the ecosystem. If you look at what made REL people think what made red hat as a company was support, right. Support's really important. Small piece of the value proposition life cycle supports certainly their life cycle a 10 year life cycle just came out of a, a, a customer conference asking about the life cycle and could we extend it to 15 years? You know? Um, the ecosystem is probably the most important part of, of, of, of the, of the overall value proposition. And Arvin knows in IBM knows that, you know, we have to be neutral to be able to do everything the same for all of our ecosystem partners. Some that are IBM's competitors, even. So, >>So we were noticing this morning, I mean, aside from a brief mention of power PC and the IBM logo during, at one point, there was no mention of IBM during the keynote sessions this morning. Is that intentional? Or is that just >>No, no, it it's, it's not intentional. I mean, I think that's part of, we have our strategy to drive and we're, we're driving our, our strategy. We, we, we IBM great partner. We look at them as a partner just as we do our, our many other partners and we won't, you know, we wouldn't, we wouldn't do something with our products, um, for I with IBM that we wouldn't offer to our, our entire ecosystem. >>But there is a difference now, right? I don't know these numbers. Exactly. You would know though, but, but pre 2019 acquisition red hat was just, I think north of 3 billion in revenue growing at maybe 12% a year. Something like that, AR I mean, we hear on the earnings calls, 21% growth. I think he's publicly said you're north of 5 billion or now I don't know how much of that consulting gets thrown in. IBM likes to, you know, IBM math, but still it's a much bigger business. And, and I wonder if you could share with us, obviously you can't dig into the numbers, but have you hired more people? I would imagine. I mean, sure. Like what's been different from that standpoint in terms of the accelerant to your >>Business. Yeah. We've been on the same hiring cycle percentage wise as, as we, we always were. I mean, I think the best way to characterize the relationship and where they've helped is, um, Arvin, Arvin will say, IBM can be opinionated on red hat, but not the other way around <laugh>. So, so what that, what that means is they had a lot of, they had, they had a container based Linux platform. Yeah, right, right. They, they had all their, they were their way of moving to the cloud was that when we came in, they actually stopped that. And they standardized on OpenShift across all of their products. We're now the vehicle that brings the blue software products to the hybrid cloud. We are that vehicle that does it. So I think that's, that's how, that's how they, they look about it. I mean, I know, I mean in IBM consulting, I know, I know they have a great relationship with Microsoft of course. >>Right. And so, so that's, that's how to really look at it. They they're opinionated on us where we not the other way around, but that, but they're a great partner. And even if we're at two separate companies, we'd do be doing all the same things we're doing with them. Now, what they do do for us can do for us is they open a lot of doors in many cases. I mean, IBM's been around for over a hundred years. So in many cases, they're in, in, in the C-suite, we, we may be in the C suite, but we may be one layer down, one, two layers down or something. They, they can, they help us get access. And I think that's been a, a part of the growth as well as is them talking into their, into, into their >>Constituents. Their consulting's one of the FA if not the fastest growing part of their business. So that's kind of the tip of the spear for application modernization, but enough on IBM you said something in your keynote. That was really interesting to me. You said, you, you, you didn't use the word hardware Renaissance, but that my interpretation was you're expecting the next, you know, several years to be a hardware Renaissance. We, we certainly have done relationships with arm. You mentioned Nvidia and Intel. Of course, you've had relationships with Intel for a long time. And we're seeing just the spate of new hardware developments, you know, does hardware matter? I'll ask you, >>Oh, oh, I mean the edge, as I said, you're gonna see hardware innovation out in the edge, software innovation as well. You know, the interesting part about the edge is that, you know, obviously remade red hat. What we did with REL was we did a lot of engineering work to make every hardware architecture when, when it was, when, when the world was just standalone servers, we made every hardware architecture just work out of the box. Right? And we did that in such, because with an open source development model. So embedded in our psyche, in our development processes is working upstream, bringing it downstream 10 years, support all of that kind of thing. So we lit up all that hardware. Now we go out to the edge, it's a whole new, different set of hardware innovation out at the edge. We know how to do that. >>We know how to, we know how to make hardware, innovation safe for the customer. And so we're bringing full circle and you have containers embedded in, in Linux and REL right now as well. So we're actually with the edge, bringing it all full circle back to what we've been doing for 20 plus years. Um, on, on the hardware side, even as a big part of the world, goes to containers and hybrid in, in multi-cloud. So that's why we're so excited about, about, about the edge, you know, opportunity here. That's, that's a big part of where hybrid's going. >>And when you guys talk about edge, I mean, I, I know a lot of companies will talk about edge in the context of your retail location. Okay. That's fine. That's cool. That's edge or telco that that's edge. But when you talk about, um, an in vehicle operating system, right. You know, that's to me the far edge, and that's where it gets really interesting, massive volumes, different architectures, both hardware and software. And a lot of the data may stay. Maybe it doesn't even get persisted. May maybe some comes back to the club, but that's a new >>Ballgame. Well, think about it, right? I mean, you, if you listen, I think you, right. My talk this morning, how many changes are made in the Linux kernel? Right? You're running in a car now, right? From a safety perspective. You wanna update that? I mean, look, Francis talked about it. You'll talk to Francis later as well. I mean, you know, how many, how many in, in your iPhone world Francis talked about this this morning, you know, they can, they can bring you a whole new world with software updates, the same in the car, but you have to do it in such a way that you still stay with the safety protocols. You're able to back things out, things like that. So it's open source, but getting raw upstream, open source and managing itself yourself, I just, I'm sorry. It takes a lot of experience to be able to be able to do those kinds of things. So it's secure, that's insecure. And that's what that's, what's exciting about it. You look at E the telco world look where the telco world came from in the telco world. It was a hardware stack from the hardware firmware operating system, every service, whether it was 9 1, 1 or 4, 1, 1 was its own stack. Yep. In the 4g, 3g, >>4g >>Virtualized. Now, now it's all software. Yeah. Now it's all software all the way out to the cell tower. So now, so, so now you see vendors out there, right? As an application, as a container based application, running out, running in the base of a cell tower, >>Cell tower is gonna be a little mini data >>Center. Yeah, exactly. Because we're in our time here asking quickly, because you've been at red hat a long time. You, you, you, uh, architected a lot of the reason they're successful is, is your responsibility. A lot of companies have tried to duplicate the red hat model, the, the service and support model. Nobody has succeeded. Do you think anybody ever will or will red hat continue to be a unicorn in that respect? >>No, I, I, I think, I think it will. I think open source is making it into all different parts of technology. Now I have to tell you the, the reason why we were able to do it is we stayed. We stayed true to our roots. We made a decision a long time ago that we weren't gonna put a line, say everything below the line was open and above the line was closed. Sometimes it's hard sometimes to get a differentiation with the competition, it can be hard, but we've stayed true to that. And I, to this day, I think that's the thing that's made us is never a confusion on if it's open or not. So that forces us to build our business models around that as well. But >>Do you have a differentiated strategy? Talk about that. What's your what's your differentiation >>Are, are, well, I mean, with the cloud, a differentiation is that common cloud platform across I differentiate strategy from an open source perspective is to, to sort make open source consumable. And, and it's even more important now because as Linux Linux is the base of everything, there's not enough skills out there. So even, even a container platform like open source op like OpenShift, could you build your own? Certainly. Could you keep it updated? Could you keep it updated without breaking all the applications on top? Do you have an ecosystem around it? It's all of those things. It was, it was the support, the, the, the hardening the 10 year to predictability the ecosystem. That was, that was, that is the secret. I mean, we even put the secret out as open. >>Yeah, <laugh> right. Free, like a puppy, as they say. All right, Paul, thanks so much for coming back in the cubes. Great to see you face to face. Nice to see you guys get it. All right. Keep it right there. Dave Valante for Paul Gill, you're watching the cubes coverage of red hat summit, 2022 from Boston. Be right back.

Published Date : May 10 2022

SUMMARY :

getting struggles, but you know, we have good distractions. The new normal, sometimes we call it the new abnormal <laugh>, uh, but you know, how do you feel? First of all, you know, combination today, virtual audience in, You know, we were talking about, you know, hybrid cloud. You may have to keep on premise, but you know, You mentioned being the connective tissue, but we don't hear as much talk about multi-cloud seems to me, with Microsoft, you know, with Microsoft they've, they've, they've really grown I want you to hide that complexity. I mean, you know, I, I, I'm gonna try to not make this sound like I really look to what we're trying to do is we're building a hybrid multi cloud. you know, your security per perimeter, no longer the walls of your data center. You, I think you look at the a hundred billion dollars a year in CapEx I said a long time ago, to, to leaving you alone. I have to tell you IBM has followed through on every commitment they've made, made to us. So we were noticing this morning, I mean, aside from a brief mention of power PC and the IBM and we won't, you know, we wouldn't, we wouldn't do something with our products, um, IBM likes to, you know, IBM math, but still it's a brings the blue software products to the hybrid cloud. And I think that's been a, So that's kind of the tip of the spear You know, the interesting part about the edge is that, about the edge, you know, opportunity here. And a lot of the data may stay. I mean, you know, how many, So now, so, so now you see vendors out there, right? Do you think anybody ever will or will red hat continue to be a unicorn in Now I have to tell you the, the reason why we were able to do it is we stayed. Do you have a differentiated strategy? I mean, we even put the secret out as open. Great to see you face to face.

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The Cube at Dell Technologies World 2022 | Dell Technologies World 2022


 

>> Announcer: TheCUBE presents Dell Technologies World brought to you by Dell. >> Welcome back to theCUBE's coverage, day one, Dell Technologies World live from Las Vegas at the Venetian. Lisa Martin here with Dave Vellante and John Furrier. Guys let's talk, first of all, first time back in person since Dell Tech World 2019. Lots going on, lots of news today. I'm going to start with you, Dave, since you're closest to me. What are some of the things that have impressed you at this first in-person event in three years? >> Well, the first thing I want to say is, so John and I, we started theCUBE in 2010, John, right? In Boston, EMC World. Now of course, Dell owns EMC, so wow. It's good to be back here. Dell's built this beautiful set. I'd say the number one thing that's surprised me was how many people were here. Airport was packed, cab lines, the line at the Palazzo, the hotel, to get in was, you know, probably an hour long. And there's, I thought there'd be maybe 5,000 people here. I would say it's closer to eight. So the hall was packed today and everybody was pumped. Michael Dell was so happy to be up on stage. He talked, I dunno if you guys saw his keynote. He basically talked, obviously how great it is to be back, but he talked about their mission, building technologies that enable that better human condition. There was a big, you know, chewy words, right? And then they got into, you know, all the cool stuff they're doing so we can get into it. But they had CVS up on stage, they had USAA on stage. A big theme was trust. Which of course, if you're Dell, you know, you want people to trust you. I guess the other thing is this is the first live event they've had since the VMware spin. >> Right. >> So in 2019 they owned VMware. VMware's no longer a part of the income statement. Dell had a ton of debt back then. Now Dell's balance sheet looks actually better than VMware's because they restructured everything. And so it's a world without VMware where now with VMware their gross margins were in the 30-plus percent range. Now they're down to 20%. So we're now asking what's next for Dell? And they stood up on stage, we can talk about it some more, but a lot of multi-cloud, a lot of cyber resilience, obviously big themes around APEX, you know, hybrid work, John. So, well let's get into that. >> What are some of the key things that you heard today? >> Well, first of all, the customers on stage are always great. Dell's Technologies, 10 years for theCUBE and their history. I saw something back here, 25 years with celebrating precision, the history of Michael Dell's journey and the current Dell Technologies with EMC folded in and a little bit of VMware DNA still in there even though they're separated out. Just has a loyal set of customers. And you roam the hallways here, you see a lot of people know Dell, love Dell. Michael Dell himself was proud to talk before the event about he's number one, Dave, in PC market share. That's been his goal to beat HP for years. (laughing) And so he's got that done. But they're transforming their business cause they have to, the data center is now cloud. Cloud is now the distributed computing. Dell has all the piece parts today. We've covered this three years ago. Now it's turned into multi-cloud, which is multi-vendor, as a service is how the consumers consume, innovate with data, that's kind of the raw material. Future of work, and obviously the partners that they have. So I think Dell is going to continue to maintain the news of being the great in the front lines as a data-center-slash-enterprise, now cloud, Edge player. So, you know, I'm impressed with their constant reinvention of the company and the news hits all the cards: Snowflake partnership, cutting edge company in the cloud, partnership with Snowflake, APEX, their product that's innovating at the Edge, this new kind of product that's going to bring it together. Unifying, all those themes, Dave, are all hitting the marks. >> Chuck Whitten up on stage, obviously he was the multicloud, you know, conversation. And I think the vision that they they're laying out and Jeff Clarke talked about it as well, is a term that John and I coined. We can't remember who coined it, John or me, "supercloud." >> Yeah. (laughing) >> And they're talking about building an abstraction layer, building on top of the clouds, connecting on-prem to the clouds, across clouds, out to the Edge, hiding the underlying complexity, Dell managing all that. That's their vision. It's aspirational today but that really is supercloud. And it's more than multi-cloud. >> You coined the term supercloud. >> Did I? >> We riffed together. I called it sub-cloud. >> Oh, that's right. And then I said, no, it's got to float over. Super! Superman flies. (John laughs) Right, that's right. >> Sub-cloud, not really a good name. Nobody wants to be sub of anything. >> I think my kid gave it to me, John, actually. (laughing) >> Well if we do know that Michael Dell watches theCUBE, he's been on theCUBE many times. He watches theCUBE, clearly he's paying attention! >> Yeah, well I hope so. I mean, we write a lot about this and we talk to a lot of customers and talk to a lot of people. But let's talk about the announcements if we can. So... The APEX cyber recovery service, you know, ransomware recovery. They're now also running that on AWS and Azure. So that's big. We heard Presidio, they was super thrilled about that. So they're... The thing I'd say about that is, you know, Dell used to be really defensive about cloud. Now I think they're leaning in. They're saying, "Hey we're not going to spend, you know, Charles Fitzgerald, the snarky guy, does some good work on CAPEX. I mean, you look at how much the cloud guys are spending on CAPEX a year, $30, $40 billion. >> They can't compete. >> On cloud CAPEX. Dell doesn't want compete. >> John: You can't compete. >> Build on top of that, so that's a gift. So that's cool. You mentioned the Snowflake announcement. I thought that was big. What that is... It's very interesting, so Frank Slootman has always said, "We're not doing a half-way house, we're in the cloud." Okay, so square that circle for me. Now Snowflake's coming on-prem. Well, yeah, what they're doing is allowing customers to keep data in a Dell object store, ECS or other object stores. But use Snowflake. So non-native Snowflake data on-prem. So that expands Snowflake cloud. What it also does is give Dell a little sizzle, a little better partner and there's a path to cloud migration if that's where the customers want to go. >> Well, I mean, I would say that that's a dangerous game because we've seen that movie before, VMware and AWS. >> Yeah but that we've talked about this. Don't you think that was the right move for VMware? >> At the time, but if you don't nurture the relationship AWS will take all those customers, ultimately, from VMware. >> But that product's still doing very well. We'll see with NetApp is another one. NetApp on AWS. I forget what they call it, but yeah, file and AWS. So that was, go ahead. >> I was just going to say, what's the impact of Snowflake? Why do you think Snowflake chose Dell? >> Because Dell's a $101 billion company and they have a huge distribution channel and a lot of common customers. >> They own storage on the premise. >> Yep. And so Snowflake's looking for, you know, storage options on which they can, you know, bring data into their cloud. Snowflake wants the data to go from on-prem into the cloud. There's no question about that. >> And I would add another thing, is that Snowflake can't do what Dell Technologies does on-premises with storage and Dell can't do what Snowflake's doing. So I think it's a mutual short-term and medium-term benefit to say, "Hey you want to run on Snowflake? You need some services there? Great, but come back and use Dell." So that to me, I think that's a win-win for Snowflake. Just the dangerous game is, whoever can develop the higher-level services in the cloud will ultimately be the winner. >> But I think the thing I would say there is, as I said, Snowflake would love for the migration to occur, but they realize it's not always going to happen. And so why not partner with a company like Dell, you know, start that pipeline. And for Dell, hey, you know, why fight fashion, as Jeremy Burton would say. The other thing was Project Alpine, which is file, block and object across cloud. That's again setting up this supercloud. And then APEX. I mean, APEX is the discussion. We had a one-on-one session, a bunch of analysts with Jeff Woodrow who runs ISG. We were supposed to be talking about ISG, all we talked about is APEX. Then we had another session with APEX and all we talked about, of course, is APEX. So, they're still figuring that out, I would say, at this point. They don't quite have product market fit and I think they'd admit that, but they're working hard on scaling engineering, trying to figure out the channel model, the compensation. You know, taking their time even, but moving fast if you know what I mean. >> I mean, Dave, I think the big trend that's jumping out of me here is that, something that we've been covering, the headless cloud, meaning if you can do as a service, which is one of Dell's major points today, that to me, everyone is a PaaS layer. I think everyone that's building digital transformation apps has to be their own SaaS. So they either do that with somebody, a man in service, which fits beautifully into that trend, or do it own. Now e-commerce has this nailed down. Shopify or build your own on top of the cloud. So headless retail's a hot trend. You're going to start to see that come into the enterprise where the enterprise can have their cake and eat it too and take advantage of managed services where they don't have expertise. So those two things right there I think is going to drive a lot of growth for Dell. >> So essentially Lisa, what Dell is doing is saying, "Okay, the timing's good with the VMware spin." They say, "Now we're going to build our own cloud as a service, APEX." And they're starting with infrastructure as a service, you know, storage as a service. Obviously cyber recovery is a service. So you're going to get compute and storage and data protection. Eventually they'll move into other areas. And it's really important for them to do that to have their own cloud, but they've got to build up the ecosystem. Snowflake is a small example. My view, they need hundreds and hundreds of Snowflakes to fill the gaps, you know, move up the stack in middleware and database and DevOps. I mean, they should be partnering with HashiCorp. They should be partnering with all these companies that do DevOps stuff. They should be... I'd like to see them, frankly, partner with competitors to their data protection group. Why, you know, sounds crazy, but if you're going to build a cloud, look at AWS. They partner with everybody, right? And so that's what a true cloud experience looks like. You've got this huge menu. And so I think Dell's going to have to try to differentiate from HP. HPE was first, right, and they're all in. Dell's saying we're going to let the customers tell us where to go. And so they, I think one differentiation is their ecosystem, their ability to build that ecosystem. Yeah, but HP's got a good distribution channel too. Just not as big as Dell's. >> They all got the assets in it, but they're transforming. So I think at the end of the day, as Dell and even HPE transforms, they got to solve the customer problems and reduce the complexity. So again, the managed services piece with APEX is huge. I think having the building blocks for multi hybrid cloud at the Edge, just, you can't go wrong with that. If the customers can deploy it and consume it. >> What were some of the messages that you heard from, you mentioned CVS on stage, USAA on stage. Dell's always been very, very customer-focused. They've got some great brands. What did you hear from that customer's voice that shows you they're going in the right direction? >> Well first of all, the customers are longstanding customers of Dell Technologies, so that's one recognition of the ongoing partnerships. But they're also messaged up with Dell's messaging, right? They're telling the Dell story. And what I heard from the Dell story was moving fast and reducing complexity is their number one goal. They see the cloud option has to be there. Cloud native, Edge came up a little bit and the role of data. So I think all the new application development today that's relevant has a data as code kind of concept. Data engineering is the hottest skillset on the planet right now. And data engineering is not data science. So you start to see top-level CSOs and CIOs saying the new modern applications have to have data embedded in. It's just too hard. It's too hard to find that engineering team. So I heard the customer saying, we love the direction, we love the managed services. And by the way, we want to have that supply chain and cyber risk reduced. So yeah, big endorsement for Dell. >> You know, the biggest transformation in Dell, the two biggest transformations. One was the financials. You know, the income statement is totaled at a $101 billion company, growing at 17% a year. That's actually quite remarkable. But the flip side of that, the other big transformation was the customer. And with the acquisition of EMC but specifically VMware, it changed the whole conversation for Dell with customers. I think pre-2015, you wouldn't have had that type of narrative up on stage with customers. Cause it was, you know, compellant and it was equal logic and it was small businesses. Now you're talking about really deep strategic relationships that were enabled by that transformation. So my point is, to answer your question, it's going to be really interesting to see what happens post-VMware because when VMware came together with Dell, the industry didn't like it. The VMware ecosystem was like (growls) Dell. Okay, but customers loved it, right? And that's one of the things I heard on stage today. They didn't say, oh, well we love the VMware. But he mentioned VMware, the CTO from USAA. So Dell configured this commercial agreement with VMware, Michael Dell's the chairman of both companies. So that was part of the incentive. The other incentive is Dell is the number one distribution channel for VMware. So I think they now have that muscle memory in place where they've earned that trust. And I think that will continue on past the spin. It was actually quite brilliant the way they've orchestrated that. >> Yeah, Lisa, one more thing I want to add to that is that what I heard also was, you got the classic "here's how you be a leader in the modern era." It's a big leadership message. But then when you heard some of the notes, software-defined, multi-cloud with an emphasis on operations, Dave. So, okay, if you're a good leader, stay with Dell in operations. So you see strategy and operations kind of coming together around cloud. But big software defined multi-cloud data operational story. And I think those customers are kind of on that. You know, you got to maintain your operations. DevOps is operations, DevSecOps is operations. So big, like, don't get too greedy on the modern, shiny new toy, you know, in the cloud. >> Yeah, it's a safe bet, right? For infrastructure. I mean, HPE is a good bet too, but I mean Dell's got a way broader portfolio, bigger supply chain. It's got the end-to-end with the desktop, laptop, you know, the client side business, you know, a bigger services organization. And now the big challenge in my mind for Dell is okay, what's next? And I think they got to get into data management, obviously build up as a service, build up their cloud. They need software in their portfolio. I mean, you know, 20% gross margin company, it just, Wall Street's not as interested. You know, if they want to build more value, which they do, they've got to get more into software and I think you're going to see that. Again, I think you're going to see more M&A. I'd love to see more organic R&D instead of stock buybacks but I get why they have to do that. >> Well one of the things I'm looking at, Dave, in terms of what I think the future impact's going to be is the generational shift with the gen-Z and millennials running IT in the modern era. Not your old school rack-and-stack data center mentality. And then ultimately the scoreboard will determine, in my mind, the winner in their race is, where are the workloads running? Right? The workloads, and then also what's the application development scene look like? What do the apps look like? What are they building on? What's scaling them, what's running them? And the Edge is going to be a big part of that. So to me, operations, Edge, workloads and the development and then the workforce shift. >> And I do think Edge, I'm glad you brought up Edge. Edge is, you know, so fragmented but I think there's going to be a massive opportunity in Edge. There's going to be so much compute at the Edge. Dell talked about it, so much data. It's unclear to me right now how they go after that other than in pockets, like we heard from Gill. I believe they're going to do really well in retail. No question there. >> Yeah. >> But there's so much other industrial aisle IT- >> The telco space of towers, Edge. >> And Dell's, you know, Dell's server business, eh okay, it's got Intel and AMD inside, okay great. Their high margins come from storage, not from compute. Not the case with AWS. AWS had 35% operating margins last quarter. Oracle and Microsoft, that's the level that they're at. And I'd love to see Dell figure out a way to get paid more for their compute expertise. And that's going to take some R&D. >> John: Yeah, yeah. >> Last question guys, as we wrap up our wrap of day one. Given everything that we've all been through the last couple of years, what is your overall summary of what Dell announced today? The vibe of the show? How well have they fared the last two years? >> Well, I mean, they had a remarkable last two years. In a large part thanks to the client business. I think today you're seeing, you know, them lift the veil on what's next. And I think their story is coherent. There's, again, financially, they're a much more sound company, much better balance sheet. Not the most attractive income statement from a margin standpoint and they got work to do there. But wow, as far as driving revenue, they know how to sell. >> Yeah, I mean to me, I think looking back to before the pandemic, when we were here on the stage last, we were talking end-to-end, Dell leadership. And I say the biggest thing is Dell's catching up fast, faster than I thought. And I think they got, they're skating to where the puck is going, Dave, and I'll tell you why. The end-to-end I thought wouldn't be a total flyer if the Edge got too dynamic, but the fact that the Edge is growing so fast, it's more complex, that's actually given Dell more time. So to me, what I see happening is Dell having that extra time to nail the Edge piece, cause if they get there, if they get there, then they'll have their core competency. And why do I say that? Cause hardware is back. Server god boxes are going to be back. You're going to see servers at the Edge. And look at the failure of Amazon's Outpost, okay? Amazon's Outpost was essentially hardware. That's Dell's business. So you talk about like compute as a cloud but they really didn't do well with deploying compute like Dell does with servers. EKS is kicking ass at the Edge. So serverless with hardware, I think, is going to be the killer solution at the Edge. A combination of cloud and Edge hardware. And the Edge looks more like a data center than the cloud looks like the data center, so- >> So you're saying hardware matters? >> HardwareMatters.com. >> I think that's what I heard. >> HardwareMatters.com, check out that site, coming soon. (all laughing) >> I think it matters more than ever, you know- >> Blockchain, silicon advances. >> I think reason hardware matters is cause it's barbelling. It's going from the box to the silicon and it's going, you know, upstream into software defined. >> Horizontally, scalability means good silicon at the Edge, under the cover, scaling all the stuff and machine learning and AI in the application. So we've said this on theCUBE now, what, five years now? >> Dave: Yeah, yep. >> Guys, we've got an action packed night tonight. Two days tomorrow and Wednesday. Michael Dell is on tomorrow. Chuck Whitten is on, Jeff Clarke, et cetera, et cetera. Caitlin Gordon is on Wednesday. >> All the heavy hitters are coming on. >> They're coming on, they're going to be... >> Dave: Allison Dew's coming on. >> Allison Dew's coming on. >> We're going to talk about the Matthew McConaughey interview, which was, I thought, fantastic. J.J. Davis is coming on. So we're going to have a great channel discussion, as well, with Cheryl Cook. >> That's right. >> A lot of the product people are coming on. We're going to be talking APEX, it's going to be good. With cyber recovery, the Storage Alchemist is coming on, John! (all laughing) >> Boy, I can't wait to see that one. >> Well stick around guys for our coverage all day tomorrow, Tuesday and Wednesday. Lisa Martin with Dave Vellante and John Furrier coming to you live from the Venetian in Las Vegas. This is Dell Technologies World 2022. We look forward to seeing you tomorrow and the next day. (bouncy, upbeat music)

Published Date : May 3 2022

SUMMARY :

brought to you by Dell. What are some of the things the hotel, to get in was, of the income statement. Cloud is now the distributed computing. And I think the vision that the underlying complexity, I called it sub-cloud. it's got to float over. Sub-cloud, not really a good name. it to me, John, actually. Well if we do know that But let's talk about the Dell doesn't want compete. You mentioned the Snowflake announcement. that that's a dangerous game the right move for VMware? At the time, but if you So that was, go ahead. and a lot of common customers. And so Snowflake's looking for, you know, So that to me, I think that's the migration to occur, I think is going to drive And so I think Dell's going to have to try So again, the managed services in the right direction? They see the cloud option has to be there. And that's one of the things in the modern era." And I think they got to And the Edge is going to but I think there's going to be Not the case with AWS. the last two years? Not the most attractive income statement And I say the biggest thing out that site, coming soon. It's going from the box to the silicon AI in the application. Michael Dell is on tomorrow. they're going to be... We're going to talk about the A lot of the product We look forward to seeing you

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Gil Shneorson, Dell | Dell Technologies World 2022


 

>>The cube presents. Dell technologies world brought to you by Dell. >>Welcome to Las Vegas. Lisa Martin, with Dave Volante. The cube is live at Dell technologies world 2022. Dave, hope you say live, live <laugh>. We are live. We are in person. We are three-D. We are also here on the first day of our coverage with an eight time, right? Eight time cube alum, GA Norris joins us the senior vice president of edge portfolio solutions at Dell technologies. Welcome back our friend. >>Thank you. It's great to be here in this forum with live people, you know, and 3d, >>Isn't it. We're amazing. We're not, we're not via a screen. This is actually real. So Gill a a lot, a lot of buzz, great attendance at this first event, since 20, lot's been going on since then, we're talking a lot about edge. It's not new, but there's a lot changing what's going on there. >>Well, you know, edge has been around for a while. Um, actually since, you know, the beginning of time people were doing, you know, compute and, and applications, they in the, um, in the physical space where data it, but more and more, um, data is based on sensors in cameras and machine vision. And if you wanna make real time decisions, there's a few reasons why you can't just send everything back to a data center or a cloud. Maybe you don't have the right latency, maybe, um, you it's too costly. Maybe you don't have the right end with maybe you have security challenges, maybe have compliance challenges. So the world's moving more and more resources towards where the data is created and to make real time decisions and to generate new business values, things are changing and they're becoming much more, um, um, involved than before, much more. Um, so basically that that's, what's changing. You know, we need to deal with distributed architectures much more than we needed before. >>I think one of the things we've learned in the last very dynamic two years is that access to realtime data is no longer a nice to have it's table stakes for whether we're talking about retail, healthcare, et cetera. So that the, the realtime data access is critical for everybody to these days. >>Right? And it, it could be a real time decision, or it could even be data collection either way. You need to place some device, some comput next to the source. And then, you know, you have a lot of them and you just multiply by multiple use cases and you be, you basically, you have a very complex problem to solve. And if you ask me what's new is that complexity is big coming more and more, um, critical to solve >>Critical. >>Oh, go ahead, please. >>I was just gonna say, talk to me about some of the, from a, from a complexity resolution perspective, what are some of the things that Dell is doing to help organizations as they spread out to the edge more to meet that consumer demand, but reduce that complexity from an infrastructure standpoint. >>So we focus on simplifying. I think that's what people need right now. So there are two things we do. We, we optimize our products, um, whether they need regularization or different temperature envelopes or, uh, management capability, remote management capability, and we create solutions. And so we develop, um, solutions that look at specific, um, outcomes and we size it and we create deployment guides. Um, we do everything we can, um, to simplify the, uh, the edge uses for our customers. >>You know, you guys is talking about, it's not new. I, and I know you do a lot in retail. I think of like the NCR cash register as the, the original edge, you know, but there's other use cases. Uh there's you Gil, you and I have talked about AI inferencing in, in real time, there was a question today in the analyst forum, uh, I think it went to Jeff or nobody wanted to take it. No, maybe it was Michael, but the metaverse, but that there's edge space is the edge industrial I OT. So how do you, I mean, the Tam is enormous. How do you think about the use cases? Are there ones that, that aren't necessarily sort of horizontal for you that you don't go after, like EVs and TA the cars? Or how are you thinking about >>It? Depends. I agree that the, uh, edge business is very verticalized. Um, at the same time, there are very, uh, there is, there are themes that emerge across every industry. Um, so we're trying to solve things horizontally being Dell, we need to solve for, um, repeatability and scale, but we do package, you know, vertical solutions on top of them because that's what people need. Um, so for example, you know, you said, um, NCR being the, uh, the original edge. If I asked you today, name how many applications are, are running in a retail store to enable your experience? You'd say, well, there's self checkout. Maybe there is a, um, fraud detection, >>Let's say a handful >>It's handful. The fact is it's not, it's about 30 different applications, 30 that are running. So you have, you know, digital labels and you have, you know, a curbside delivery and you have inventory management and you have crowd management and you have safety and security. And what happens today is that every one of those solar is purchased separately and deployed separately and connected to the network separately and secured separately. Hence you see the problem, right? And so I know what we do, and we create a solution. For example, we see, okay, infrastructure, what can we consolidate onto an infrastructure that could scale over time? And then we look at it in the context of a solution. So, you know, the solution we're announcing, or we announced last week does just that on the left side, it looks at a consolidated infrastructure based on VxRail and VMware stack. So you can run multiple applications on the right side, it working with a company called deep north for Inso analytics and actually people that, um, and the show they can go and see this in action, um, in our, um, you know, fake retail store, uh, back at the edge booth. Um, but the point is those elements of siloed applications and the need to consolidate their true for every industry. And that's what we're trying to solve for. >>I was just wondering, you said they're true for every industry. Every industry is facing the same challenges there. What, what makes retail so prime for transformation right now? >>That's a great question. So, you know, using my example from before, if you are faced with this set, have a shopper that buys online and they now are coming back to the stores and they need to, they want the same experience. They want the stuff that they search for. They want it available to them. Um, and in fact, we research that 80% of people say, if they have a bad experience will not come back to a retail store. So you've got all of those use cases that you need to put to, you've got this savvy shopping that comes in, you've got heightened labor costs. You've got a supply chain problem in most of those markets, labor >>Shortages as >>Well. It's a perfect storm. And you wanna give an experience, right? So CIOs are looking at this and they go, how do I do all of that? Um, and they, they, as I said before, the key management, the key problem is management of all of those things is why they can innovate faster. And so retail is in this perfect storm where they need to innovate and they want to innovate. And now they're looking for options and we're here to help them. >>You know, a lot of times we talk about the in industrial IOT, we talk about the it and the OT schism. Is there a similar sort of dissonance between it, your peeps, Dell's traditional market, and what's happening, you know, at the near edge, the retail infrastructure sort of different requirements. How are you thinking about that and managing that >>About, um, 50% of edge projects today are, are somehow involving it. Um, usually every project will involve it for networking and security, so they have to manage it either way. And today there's a lot of what we used to call shadow it. When we talked about cloud, this has happens at the edge as well. Now this happened for a good reason because the expertise are the OT people expertise on the, the specific use case. It's true for manufacturing. It's also for true for, for retail. Um, our traditional audience is the it audience and, and we will never be able to merger two worlds unless it was better able to service the OT buyers. And even in the show, I I've had multiple conversations today. We, with people to talk about the divide, how to bring it together, it will come together when it can deliver a better service to the OT, um, constituents. And that's definitely a job for Dell, right? This is what we do. If we enable our it buyer to do a better job in servicing the OT crowd or their business crowd in retail, um, more innovation will happen, you know, across the, those different dimensions. So I'm happy you asked that because that's actually part of the mission we're taking on. >>Where is one of the things I think about when you, you talk about that consumer experience and we're very demanding as consumers. We wanna ha as you described, we wanna have the same experience we expect to have that regardless of where we are. And if that doesn't happen, you, you mentioned that number of 80% of people's survey said, if I have a bad experience with a merchant, I'm out, I'm going somewhere else. Right. So where is the rest of the Csuite in the conversation? I can think of, um, a COO the chief marketing officer from brand value, brand reputation perspective. Are you talking with those folks as well to help make the connective so reality? >>Um, I, I, I don't know that we're having those conversation with those business owners. We we're a, um, a system, an infrastructure company. So, you know, we get involved once they understand, you know, what they want to do. We just look at it in. And so if you solve it one way, it's gonna be one outcome. Maybe there is a better way to look at it. Maybe there's an architecture, maybe there's a more, you know, thoughtful way to think about, you know, the problems before they happen. And, um, but the fact that they're all looking shows you, that their business owners are very, very concerned with, with this reality, their >>Key stakeholders. Can >>We come back to your announcement? Can you, can we unpack that a little bit, uh, for those who might not be familiar with it? What, what, what is it called again? And give us a peel, the onion a little bit Gil. Yeah. >>So, so we call it a Dell technologies validated design. Um, it is essentially reference architecture. Um, we take a use case, we size it. So we, you know, we, um, we save customers, the effort of, of testing and sizing. We document the deployment step by step. We just make it simpler. And as says, before we look for consolidation, so we took a VXL, which is our leading ACI product based on VMware technology with a VMware application management stack with Tansu. Um, and then we, we, we look at that as the infrastructure, and then we test it with a company called deep north and deep north, um, are, um, store analytics. So through machine vision, they can tell you where people are queuing up. If there is somebody in the store that needs help and nobody's approaching, if there is a water spill and somebody might, you know, slip and hurt themselves, if a fridge is open and something may get spot. >>And so all of those things together through machine vision and realtime decisions can have this much better experience. So we put all of this together, we created a design and now it's out there in the market for our partners to use for our customers to use. Um, this is an extension of our manufacturing solutions, where we did the same thing. We partner with a company called PTC. I know of obviously in a company called Litmos, um, to create, um, industrial and the leading solution. So this whole word of solutioning is supposed to look at the infrastructure and a use case and bring them together and document in a way that simplifies things for >>Customers. Do you ever see that becoming a Aku at some point in time or, >>Um, personal, if you ask me? I don't think so. And the reason is there's still a lot of variability in those and skewing, but that's a very formal, you know, internal discussion. Yeah. Um, the point is we are, we want people to buy as much of it as they need to, and, and we really want to help them if Aku could help them, we will get there, but we need to see repeatability before creating skews. >>Can you give us an example of a, of a retail or a manufacturing customer that's using this Dell validated design, this DVD, and that really has reduced or eliminated that complexity that was there before. >>So this solution is new. I mean, it's brand new, we just announced it. So, no, but, um, I don't know what names I can call out, cuz referenceability is probably examples though about generic, but I will tell you that most of the large retailers in the us are based in their stores on Dell technologies. Um, a lot of the trail is in, in those stores and you're talking about thousands of locations with remote management. Um, what we're doing here is we're taking it to the next step by looking at new use cases that they have not been implementing before and saying, look, same infrastructure is valid. You know, scalable is it's scalable. And here are the new use cases with machine vision and other things that here is how you do that. But we're seeing a lot of success in retail in the last few years. >>So what should we expect looking forward, you know, any gaps that customers are asking for trying to fill? What, what two to three years out, what should we expect? >>Um, I think we're gonna stay very true to our simplification message. We want to help people simplify. So if it's simplifying, um, maintenance, if it's simplifying management, if it's simplifying through solutioning, you're gonna see us more and more and more, um, investing in simplification of edge. Um, and that's through our own IP, through our partnerships. Um, there, there is a lot more coming if, if I may say it myself, but, but it's, it's a little too early to, uh, to talk about it. >>So for those folks that are here at the show that get to see it and play with it and touch it and feel it, what would you say some of the biggest impacts are that this technology can deliver tomorrow? >>Well, first of all, it's enabling to do what they want. See, we don't have to go and, and tell people, oh, you probably really need to move things through the edge. They know they need to do it. Our job is to tell them how to do it in a secure way, in a simplified way. So that's, that's a nice thing about this, this market it's happening, whether we want it or not. Um, people in this show can go see some things in action. They can see the solution in action. They can see the manufacturing solution in action and even more so. And I forgot to say part of our announcement was a set of solution centers in Limerick island and in Singapore, that was just open. And soon enough in Austin, Texas saw that, and we will have people come in and have the full experience of IOT OT and edge device devices in action. So AR and VR, I T IEN technology and scanning technology. So they could be, um, thinking about the art of the possible, right? Thinking about this immersive experience that will help them invent with us. And so we're expecting a lot of innovation to come out of those conversations for us and for them. >>So doing a lot of testing before deployment and really gleaning that testing >>Before deployment solution architecture, just ideation, if they're not there yet. So, and I've just been to Singapore in one of those, um, they asked me to, um, pretend I was a, um, retail ski enter in a distribution center and I didn't do so well, but I was still impressed with the technology. So, >>Well, eight time Q alumni. Now you have a career to fall back on if you need to. Exactly. >><laugh> >>GA it's been great to have you. Thank you so much for coming back, talking to us about what's new on day one of Dell technologies world 22. Thank >>You for having me again, >>Our pleasure for Dave Volante. I'm Lisa Martin, coming to you live from the Venetian in Las Vegas at Dell technologies world 2022. This is day one of our coverage stick around Dave and I will be right back with our next guest.

Published Date : May 3 2022

SUMMARY :

Dell technologies world brought to you by Dell. Dave, hope you say live, live <laugh>. It's great to be here in this forum with live people, you know, and 3d, a lot of buzz, great attendance at this first event, since 20, lot's been going on since then, have the right latency, maybe, um, you it's too costly. So that the, the realtime data access is critical for everybody to these days. you know, you have a lot of them and you just multiply by multiple use cases and you be, out to the edge more to meet that consumer demand, but reduce that complexity from an infrastructure standpoint. And so we develop, um, solutions that look at specific, um, outcomes and we size it and I think of like the NCR cash register as the, the original edge, you know, you know, you said, um, NCR being the, uh, the original edge. um, in our, um, you know, fake retail store, uh, back at the edge booth. I was just wondering, you said they're true for every industry. So, you know, using my example from before, if you are faced with And you wanna give an experience, right? you know, at the near edge, the retail infrastructure sort of different requirements. more innovation will happen, you know, across the, those different dimensions. We wanna ha as you described, we wanna have the same experience we expect to have that regardless And so if you solve it one way, it's gonna be one outcome. Can We come back to your announcement? So we, you know, So we put all of this together, we created a design Do you ever see that becoming a Aku at some point in time or, a lot of variability in those and skewing, but that's a very formal, you know, Can you give us an example of a, of a retail or a manufacturing customer that's using this Dell validated but I will tell you that most of the large retailers in the us are based in their stores So if it's simplifying, um, maintenance, and tell people, oh, you probably really need to move things through the edge. and I've just been to Singapore in one of those, um, they asked me to, um, pretend I was Now you have a career to fall back on if you need to. Thank you so much for coming back, talking to us about what's new on day one of Dell technologies I'm Lisa Martin, coming to you live from the Venetian

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Pierluca Chiodelli & Gil Shneorson, Dell Technologies | Dell Technologies World 2021


 

(bright upbeat melody) >> Welcome back to Dell Technology World 2021. Dell Tech World, the virtual edition. My name is Dave Vellante. We're going to talk about the Edge. I'm very excited to invite Pierluca Chiodelli, who's the Vice President of Product Management for the Edge portfolio at Dell. And Gil Shneorson, who's the Senior Vice President, Edge portfolio also at Dell Technologies. Gentlemen, great to see you welcome to theCUBE. >> Thank you, Dave. >> Thank you, great to see you. >> Yeah, great to see you guys too. Wish we were face to face but maybe in '22. Gil, let's start with you. The Edge is very exciting, it's not really defined. It's very fragmented, but it's there. It's kind of, you know it, when you see it. What do you get excited about when you think about the Edge? >> I think of there's two elements. The first one, is that we all live at the Edge. In other words, the areas we deal with are around us everyday. When we shop, when we consume, when we drive. So it's a very physical type of activity, we know it's there. What's really exciting mostly to me is that, and you started with talking about fragmentation right off the bat. It is a great opportunity for Dell Technologies to add value. Because it's so fragmented, because it's so new, because it has developed and evolved the way it is. We see an amazing opportunity for us to add much more value than we do today and solve problems that have yet to be solved in the industry. >> And Pierluca, it's an exciting, it's almost like an infinite playground for a technologist. I mean. >> Yeah, Dave, I think that's exactly what we find out. The Edge is very exciting, there is a lot of motion especially due to the pandemic and other things. Big factor that is accelerating the innovation at the Edge but this is an inorganic acceleration and what it cause for most of our customers is also confusion, right? They need to apply multiple solutions but not very organized. So you try to solve the outcome like having the right production on your line because demand is surging. But you don't have an organic things to do that and solve the problem. So you see a lot of silos coming in for each one of the solution, and that's what Gil was referring. That's a great opportunity for us as Dell with the breadth of the portfolio we have and what our team that is a new team is focusing doing is to bring that idea to be able to consolidate multiple things at the Edge and process things at the Edge. >> We did an event. CUBE had an event called the CUBE on Cloud and Q1, we had John Rose on and the title of the segment was something like gaining the technology Edge. And we were kind of geeking out on the tech at the Edge. And my takeaway there was... We were trying to like what is Edge? It's like, well, it's the place where it makes most sense to process the data. And so that brings up a lot of challenges. There are technical challenges and there are business challenges. I wonder if we could sort of dig into those a little bit. How do you guys look at that? Maybe Gil, you want to start maybe. Maybe on the business side and then we can dig into that. >> Sure. The way things evolved. If you think about it, at the Edge is very verticalized. And because of that, they're very use case driven. And so in every industry possible, you start with some business person making a decision whether they have a need or they want to grow their business. And so for example, they will buy an applying to do fraud protection in retail or detection retail. Or they will apply an application to merit robotics and the factory need would come with its own gateway, implant, compute, and a cloud portal. And then you do it again and again, and again, every time you have a business opportunity. All of the sudden you have this proliferation of IT type equipment. At the end where it's the worst place to have it really because you don't have the right IT resources and you are in the need to protect it in a much more... In a different way that you can do in a data center. And so all of that, bring us to a point that we see an opportunity to simplify. And so not only simplification. And this is, you know, simplification or simplicity is the most important driver for any IP purchase. Things that are simple or the easiest and the most economical to operate. The next demand that we see from a customer is security. Because things are at the edge, they have a much more extended attack surface. They need to be connected to networks. They need to be connected without IT staff. So if you can simplify insecure, you can really unlock amazing value by processing data close to where it's created. Without it, we're seeing this opportunity as businesses but we can't really get to it because there are those two hurdles in front of us. >> So Pierluca. We need to you thank you for that, Gill. When you hear a lot about AI inferencing at the Edge. And if you think about AI today, much of the work is modeling. It's done in the cloud. But you're not going to be doing AI inferencing in real time in the cloud. Take the autonomous vehicle example. So that brings some technical challenges. There's obviously data challenges. I'm curious as to how you think about that. I mean, we always talk about how much data is going to be persisted. I think Tesla persists like five minutes of data, right? But some of it is going to go back. That's true. But a lot of it is going to be processed real time. And that's just really different than the way we typically think about IT. >> Yeah, absolutely. So at the Edge, especially in manufacturing, we see right now, or in other use case, it's very important to get the outcome very quickly. Now, you don't use that a deep learning model for that. You need to just understand. For example, in the computer vision use case where you take image of your production line. To your point, Dave, you not keep those image, you keep the image where you have the defect. But you need to process that AIML needs to be intelligent enough to understand that you have a defect, and send that image then to the club. So the search of the data at the Edge is a very important factor. And why you need to process data at the Edge, because as your point, you can't wait to send to the cloud and then wait, right? Tesla is a clear example of that. All the autonomous car where you need to react instantaneously to a change. But in manufacturing, for example, that is our focus for now, is for example, the robots. That if you need to optimize the robot, you need to have a immediate understanding of where the pieces are and when they need to put. And the tolerance need to be act immediately. Otherwise, you come out with the thousand of pieces that they are not in the right tolerance. So, and at the end of the day, what we see is not only the search of the need of processing AIML to the Edge, but also the need to have a new type of compute at the Edge. So in the past, was just gateway and you'd get the gateway and you send the data to the cloud. Now, it's a form of a new compute that has also GPU capability and other things to process this data. So very important. And I think that Dell, especially, we are very focused on that because is really where the customer need to extract the value. >> Thank you. And Gil, I want to get Gil to the unique value proposition to Dell and what makes you distinct. If I infer from your comments, your strategy, you said it's to simplify. And so I see two vectors there. One is to simplify at the Edge. The other is where needed connect that Edge, whether it's on prem, a public cloud, cross-cloud, that kind of simplification layer that abstracts the complex the underlying complexity. Maybe you could talk about your strategy and what makes you guys different? >> Sure. We've been talking to our... Well, we always talk to our customers. And we've been doing business at the Edge for many, many years. Let's call it coincidence that we're a very large company. We have reached, we serve our customers. So when they decide to buy something for their Edge, you know, environments, they come to us as well as other vendors. When the percentage of the time based on our market share. But when we decided to take another look at how can we be even more relevant, we started talking to a lot of them great depth. And what we discovered was the problem I talked about before. The problem of complexity, the problem of security and the problem of choice. And so our focus is to do what we do best. At the end of the day, we're an IT company and our customers for the most part are IT people. And we see them dragged more and more into Edge projects because customers need to connect Edge to the network. And they need to security, and that's how it starts. And so those worlds of IT and OT are coming together and they're coming together, applying IT best practices, which is exactly what we know how to do. And so, because of that, we think that they need to think about architecture versus unique silence solutions. Architecture that can support multiple use cases that can grow with time, consolidate more and more use cases as they grow, simplify what they do by applying tried and true or tried and true IT best practices in a secure manner. So the dealer approach would be doing that, taking a more architectural approach to the adverse as a use case. And then just like you predicted, meet the customers where they are from an application standpoint. And so we know that a lot of applications are growing and be developing on a hyper scale or public clouds. We would like to connect to those. We would like to allow them to keep working as they have, except, when they run it at the Edge. Think about environments, if can consolidate multiple workloads and not solve it for each one at the same time. And so that will be our overall approach. That's what we're working on. >> Yeah. So, okay. So in that horizontal layer, if you will, to serve many, many use cases, not just... You're not going to go a mile deep into one and be the expert at some narrow use case. You want to be that horizontal platform. Here, look, I wonder, does that call for more programmability over time of the products to really allow people to kind of design in that flexibility, if you will, build my own. Is that something that we can expect? >> Yeah, absolutely. So we spoke a little bit about this before the interview. And the things that is very important is composability, starting from a very small form factor to the cluster, and then expand to the cloud is the fundamental things. And the trend that we see. The fact that you can compose the infrastructure, starting from a small gateway that is changing in this market right up to the cloud, and be able to use the same layer that allow you to run the same application is a fundamental things. And we are working on that. We are working on this vision and our strategy is really to be able to be transparent but provide the right building block to do all the use cases that they are required. Where the data. So we, again, not only meeting the customer but meeting where the data are, what the customer wants out of those data. So that's a fundamental things. And we have project Apex. So obviously we are plugging in the project Apex. From a Edge point of view, will allow the customer to have these unique experience to go in Apex and also deploy the Edge infrastructure that is needed. We're starting right now with that. So we will touch later, but that's the first building block of that journey. >> Excellent. Let's touch now. You've got some news around Apex and what are you announcing? >> So we are very excited because as I said our team it's pretty new and it's a very important investment that Dell makes. Not only in us as a team, but as a motion. So we are announcing a reference architecture with PTC. PTC is one of the biggest company for... Actually based here in Boston for manufacturing. And reference architecture will be run on base on Apex private cloud. So the customer can go to the portal, order Apex private cloud and deploy PTC on top of that. So very important things is the first step in this journey. But it's very important steps so we want to thank you also PTC to allow us to work with them. We have other stuff as well that we are announcing. I don't know if you are familiar but we have a very unique streaming data platform. Streaming data platform that can stream multiple data collected from gateway, from every place. And that it's a need. Obviously, when you need to process data in real time, whatever is streaming. What are we doing with the new streaming data platform approach is the ability to deploy single node. So it can be very appealing for the Edge and up to three nodes. >>Awesome. That's great. So a couple of comments on that. So it was funny. We did the LiveWorx show in theCUBE a couple of years ago. PTC is a big event and it was the Edge. And I remember looking around and saying "Where's all the IT vendors?". And so that's great to see you guys leaning in like that. Pierluca, the streaming platform. Tell me more about that. What's the tech behind it? >> So the streaming data platform is a project, that we start couple of year ago, is actually start from open source Pravega. It's a very interesting technology where you can stream multiple data. It's not a traditional storage. Use a technology that can really collect thousands of different streams. And that's very important when you need to mind the data. Bring the data, the structured data in efficient that you can process them at the real time. It's very important. So there are very cool use case of that. But now, that we look at the Edge, this is make more and more tangible sense because we have a lot of partners that they're working with us, especially to extend. When you have all these sensor, you bring the data to the gateways and from the gateways, then you can use data streaming platform to collect all these streams. And then you can easily process them. So it's a very fundamental technology. We are very proud of that. As I said, our enterprise version, it's getting more and more. And now we can land these on different architecture. So it can be backed up by an unison. It can be also on different storage type now. And as I said, we looking now to bring from a what was it data center kind of structure, down to the Edge because now we can put it in a single node up to three nodes. >> It makes a lot of sense. Is this like a Kafka based thing or open source or is it something you guys built or a combination? >> It's a combination. The project is an open source project but we did that. We start this many years ago. And it works with Kafka but it's not Kafka. So it has plugging that can work with Kafka and all the other things. And it's very easy to deploy. So it's a very, very important. And the other things is the scalability of this platform. >> Yeah, so I mean, that sounds like the kind of thing you had in the labs. And you said, "Okay, this is going to be important". And then boom, all of a sudden, the market comes to you. As if you pop it right in. And then of course, the Accenture relationship. Deep, deep industry expertise. So that makes a of sense. 5G's happening. A different world the next 10 years than the last 10 years. Isn't it? >> Yep. >> What is it about manufacturing? Why did you start there? >> I can take this. We looked at where the opportunity was from two perspective. One is whether what are the opportunities to sell, Dave. And the other one obviously comes with it because there's an opportunity to have. And manufacturing today at the Edge is about 30% of the opportunity in sales. According to IDC. But more so, it's been around for the longer time. And so it's maturing, it's the most demanding. And you know, it's got very long horizons of investment. And what we did was, we figured that if we can solve problems for industry, we can then extend that and solve it for everybody else. Because this would be the toughest one to solve. And we like challenge. And then, so we decided to focus and go deep. And you said it before, well, our approach is definitely horizontal approach. We cannot take an horizontal approach without verticalizing and understanding specific needs. So nobody can avoid doing both at the same time. You need to understand. But you also want to solve it in a way that doesn't proliferate the silos. So that's our role. We will understand, but we will make it more generic. So other people can never (indistinct). >> Yeah. And David, if I can add, I think the manufacturing is also very exciting for us as a technologist, right? And Dell technology, as in the name, the technology. So it's very exciting because if I look at manufacturing, we are really in the middle of a industrial transformation. I mean, it's a new era. If you think about, nobody care in the past to connect their machinery with... That they have PLC to the network. All of these is changing because the life where we live right now, with the pandemic, with the remote working, with the fact that you need to have a much more control and be able to have predictive matter. So you're not stopping your manufacturing. Is pushing the entire manufacturing institute industry to connect these machines. And with the connectivity of these machinery, you get a lot of data. You get also a lot of challenge. For example, security. So now, that's the place where connectivity brings the IT aspect in. And the OT guys, now they starting to speak (indistinct) because now it's a more complex things, right? It's not any more computerized only to one machinery. Specifically, is the entire floor. So it's a very interesting dynamics. >> Is the connection between that programmable logic controller and the Dell solution, you mentioned to secure, better security. And I presume it's also to connect back to whatever the core or the cloud, et cetera. Is it also to do something locally? Does it improve? Is there value add that you can provide locally? And what is that value add? >> Yeah, absolutely. So the value add, as I said, if you think right in the past, right? You have a machine that probably stay in the manufacturing for 20, 25 years then you have an hardware attached to that machine that they used the POC about 11 year. The guy that he knows better about that machine, is actually not the software component of it. But he's the guy that he's been working on that machine for 15 years. Now, how you translate that knowledge to a learning algorithm that actually can do that for thousand of machine. And that's really the key, right? You need to centralize information, process those information, but not in the cloud, not in a central data center, but on the manufacturing floor. And you need to have a way to represent these things in a very simple way. So the plant manager can take action, or the guy that is responsible for the entire line, can take action immediately. And that's where the change is. It's not anymore to... Is trying to extend that knowledge to multiple machine, multiple floor, and try to get these change immediately. So that's very important. >> So the PLC doesn't become a general purpose computer, or even necessarily an Uber computer. It connects to that capability because that enables data sharing across clouds. >> That's enable the entire things. You can't do a model just with one source. You need to have multiple sources. And also think about the manufacturing is changing not only for the machinery, but people that they build new manufacturing, right? They need to be smart building. They need to have a technology for being more green, solar energy consumption. So the manufacturing itself is mean five or six different things that you need to solve. It's not just the machine. So this idea of this silos environment is starting to collapse in one. And that's why it's important for us to start from a vertical, but also in the manufacturer, you already see this will expand to multiple things. Also, smart building another thing because they need it. >> Yeah. The red guilt to your point of view. Manufacturing is like the Big Apple. If you can make it there, you can make it anywhere. And you've got adjacencies that you can take the learnings, and manufacturing, and apply them to those adjacent industries. Gil, give us the last word. >> No, usually when we talk at Dell technologies world, we talk to an ideal audience. And we're thinking this year that the way to talk about Edge, at least with the people who traditionally buy from us is expose them to the fact that they are more and more going to be responsible for every projects. And so our advice would be, our hope that they would partner with us to think ahead. Just like they do with data center with our cloud strategy. Thinking ahead as they think about their Edge and try to set up some architectural guidelines. So when they do get the request, they're ready for it. And think about what they know, think about the IP best practices that they applied. All of that is coming to them. They need to be prepared as well. And so we would like to partner with all of our customers to make them ready. And obviously help them simplify, secure, consolidated as they grow. >> Well, guys, thank you. I learned a lot today. We've made a lot of progress. You know, this is the hallmark of Dell, right? It's a very high, let me make sure I get this right. Very high do to say ratio, right? As you guys talked about doing this, a couple of couple of years ago. And you've made a lot of progress and I really appreciate you coming on theCUBE to explain this strategy. It makes a lot of sense. And so congratulations and good luck in the future. >> Thank you. >> Thank you, Dave. >> All right. And thank you for watching everybody. This is Dave Vellante for theCUBE's ongoing coverage of Dell Tech World 2021, the virtual edition. Keep it right there, I'll be right back. (closing music)

Published Date : May 6 2021

SUMMARY :

for the Edge portfolio at Dell. Yeah, great to see you guys too. the areas we deal with And Pierluca, it's an exciting, Big factor that is accelerating the innovation at the Edge And so that brings up a lot of challenges. All of the sudden you We need to you thank you for that, Gill. but also the need to have a new to Dell and what makes you distinct. And so our focus is to do what we do best. of the products to really allow people And the trend that we see. and what are you announcing? So the customer can go to the portal, And so that's great to see And then you can easily process them. or is it something you guys And the other things is the the market comes to you. And the other one obviously comes with it And the OT guys, now they And I presume it's also to connect And that's really the key, right? So the PLC doesn't become that you need to solve. that you can take the All of that is coming to them. good luck in the future. the virtual edition.

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Breaking Analysis: Arm Lays Down the Gauntlet at Intel's Feet


 

>> Announcer: From the Cube's studios in Palo Alto in Boston, bringing you data-driven insights from The Cube and ETR. This is "Breaking Analysis" with Dave Vellante. >> Exactly one week after Pat Gelsinger's announcement of his plans to reinvent Intel. Arm announced version nine of its architecture and laid out its vision for the next decade. We believe this vision is extremely strong as it combines an end-to-end capability from Edge to Cloud, to the data center, to the home and everything in between. Arms aspirations are ambitious and powerful. Leveraging its business model, ecosystem and software compatibility with previous generations. Hello every one and welcome to this week's Wikibon Cube Insights powered by ETR. And this breaking analysis will explain why we think this announcement is so important and what it means for Intel and the broader technology landscape. We'll also share with you some feedback that we received from the Cube Community on last week's episode and a little inside baseball on how Intel, IBM, Samsung, TSMC and the U.S. government might be thinking about the shifting landscape of semiconductor technology. Now, there were two notable announcements this week that were directly related to Intel's announcement of March 23rd. The Armv9 news and TSMC's plans to invest a $100 billion in chip manufacturing and development over the next three years. That is a big number. It appears to tramp Intel's plan $20 billion investment to launch two new fabs in the U.S. starting in 2024. You may remember back in 2019, Samsung pledged to invest a $116 billion to diversify its production beyond memory trip, memory chips. Why are all these companies getting so aggressive? And won't this cause a glut in chips? Well, first, China looms large and aims to dominate its local markets, which in turn is going to confer advantages globally. The second, there's a huge chip shortage right now. And the belief is that it's going to continue through the decade and possibly beyond. We are seeing a new inflection point in the demand as we discussed last week. Stemming from digital, IOT, cloud, autos in new use cases in the home as so well presented by Sarjeet Johal in our community. As to the glut, these manufacturers believe that demand will outstrip supply indefinitely. And I understand that a lack of manufacturing capacity is actually more deadly than an oversupply. Look, if there's a glut, manufacturers can cut production and take the financial hit. Whereas capacity constraints mean you can miss entire cycles of growth and really miss out on the demand and the cost reductions. So, all these manufacturers are going for it. Now let's talk about Arm, its approach and the announcements that it made this week. Now last week, we talked about how Pat Gelsinger his vision of a system on package was an attempt to leapfrog system on chip SOC, while Arm is taking a similar system approach. But in our view, it's even broader than the vision laid out by Pat at Intel. Arm is targeting a wide variety of use cases that are shown here. Arm's fundamental philosophy is that the future will require highly specialized chips and Intel as you recall from Pat's announcement, would agree. But Arm historically takes an ecosystem approach that is different from Intel's model. Arm is all about enabling the production of specialized chips to really fit a specific application. For example, think about the amount of AI going on iPhones. They move if I remember from fingerprint to face recognition. This requires specialized neural processing units, NPUs that are designed by Apple for that particular use case. Arm is facilitating the creation of these specialized chips to be designed and produced by the ecosystem. Intel on the other hand has historically taken a one size fits all approach. Built around the x86. The Intel's design has always been about improving the processor. For example, in terms of speed, density, adding vector processing to accommodate AI, et cetera. And Intel does all the design and the manufacturing in any specialization for the ecosystem is done by Intel. Much of the value, that's added from the ecosystem is frankly been bending metal or adding displays or other features at the margin. But, the advantage is that the x86 architecture is well understood. It's consistent, reliable, and let's face it. Most enterprise software runs on x86. So, but very, very different models historically, which we heard from Gelsinger last week they're going to change with a new trusted foundry strategy. Now let's go through an example that might help explain the power of Arm's model. Let's say, your AWS and you're doing graviton. Designing graviton and graviton2. Or Apple, designing the M1 chip, or Tesla designing its own chip, or any other company in in any one of these use cases that are shown here. Tesla is a really good example. In order to optimize for video processing, Tesla needed to add specialized code firmware in the NPU for it's specific use case within autos. It was happy to take off the shelf CPU or GPU or whatever, and leverage Arm's standards there. And then it added its own value in the NPU. So the advantage of this model is Tesla could go from tape out in less or, or, or or in less than a year versus get the tape out in less than a year versus what would normally take many years. Arm is, think of Arm is like customize a Lego blocks that enable unique value add by the ecosystem with a much faster time to market. So like I say, the Tesla goes from logical tape out if you will, to Samsung and then says, okay run this against your manufacturing process. And it should all work as advertised by Arm. Tesla, interestingly, just as an aside chose the 14 nanometer process to keep its costs down. It didn't need the latest and greatest density. Okay, so you can see big difference in philosophies historically between Arm and Intel. And you can see Intel vectoring toward the Arm model based on what Gelsinger said last week for its foundry business. Essentially it has to. Now, Arm announced a new Arm architecture, Armv9. v9 is backwards compatible with previous generations. Perhaps Arm learned from Intel's failed, Itanium effort for those remember that word. Had no backward compatibility and it really floundered. As well, Arm adds some additional capabilities. And today we're going to focus on the two areas that have highlighted, machine learning piece and security. I'll take note of the call out, 300 billion chips. That's Arm's vision. That's a lot. And we've said, before, Arm's way for volumes are 10X those of x86. Volume, we sound like a broken record. Volume equals cost reduction. We'll come back to that a little bit later. Now let's have a word on AI and machine learning. Arm is betting on AI and ML. Big as are many others. And this chart really shows why, it's a graphic that shows ETR data and spending momentum and pervasiveness in the dataset across all the different sectors that ETR tracks within its taxonomy. Note that ML/AI gets the top spot on the vertical axis, which represents net score. That's a measure of spending momentum or spending velocity. The horizontal axis is market share presence in the dataset. And we give this sector four stars to signify it's consistent lead in the data. So pretty reasonable bet by Arm. But the other area that we're going to talk about is security. And its vision day, Arm talked about confidential compute architecture and these things called realms. Note in the left-hand side, showing data traveling all over the different use cases and around the world and the call-out from the CISO below, it's a large public airline CISO that spoke at an ETR Venn round table. And this individual noted that the shifting end points increase the threat vectors. We all know that. Arm said something that really resonated. Specifically, they said today, there's far too much trust on the OS and the hypervisor that are running these applications. And their broad access to data is a weakness. Arm's concept of realms as shown in the right-hand side, underscores the company strategy to remove the assumption that privileged software. Like the hypervisor needs to be able to see the data. So by creating realms, in a virtualized multi-tenant environment, data can be more protected from memory leaks which of course is a major opportunity for hackers that they exploit. So it's a nice concept in a way for the system to isolate attendance data from other users. Okay, we want, we want to share some feedback that we got last week from the community on our analysis of Intel. A tech exec from city pointed out that, Intel really didn't miss a mobile, as we said, it really missed smartphones. In fact, whell, this is a kind of a minor distinction, it's important to recognize we think. Because Intel facilitated WIFI with Centrino, under the direction of Paul Alini. Who by the way, was not an engineer. I think he was the first non-engineer to be the CEO of Intel. He was a marketing person by background. Ironically, Intel's work in wifi connectivity enabled, actually enabled the smartphone revolution. And maybe that makes the smartphone missed by Intel all that more egregious, I don't know. Now the other piece of feedback we received related to our IBM scenario and our three-way joint venture prediction bringing together Intel, IBM, and Samsung in a triumvirate where Intel brings the foundry and it's process manufacturing. IBM brings its dis-aggregated memory technology and Samsung brings its its volume and its knowledge of of volume down the learning curve. Let's start with IBM. Remember we said that IBM with power 10 has the best technology in terms of this notion of dis-aggregating compute from memory and sharing memory in a pool across different processor types. So a few things in this regard, IBM when it restructured its micro electronics business under Ginni Rometty, catalyzed the partnership with global foundries and you know, this picture in the upper right it shows the global foundries facility outside of Albany, New York in Malta. And the partnership included AMD and Samsung. But we believe that global foundries is backed away from some of its contractual commitments with IBM causing a bit of a rift between the companies and leaving a hole in your original strategy. And evidently AMD hasn't really leaned in to move the needle in any way and so the New York foundry, is it a bit of a state of limbo with respect to its original vision. Now, well, Arvind Krishna was the face of the Intel announcement. It clearly has deep knowledge of IBM semiconductor strategy. Dario Gill, we think is a key player in the mix. He's the senior vice president director of IBM research. And it is in a position to affect some knowledge sharing and maybe even knowledge transfer with Intel possibly as it relates to disaggregated architecture. His questions remain as to how open IBM will be. And how protected it will be with its IP. It's got, as we said, last week, it's got to have an incentive to do so. Now why would IBM do that? Well, it wants to compete more effectively with VMware who has done a great job leveraging x86 and that's the biggest competitor in threat to open shift. So Arvind needs Intel chips to really execute on IBM's cloud strategy. Because almost all of IBM's customers are running apps on x86. So IBM's cloud and hybrid cloud. Strategy really need to leverage that Intel partnership. Now Intel for its part has great FinFET technology. FinFET is a tactic goes beyond CMOs. You all mainframes might remember when IBM burned the boat on ECL, Emitter-coupled Logic. And then moved to CMOs for its mainframes. Well, this is the next gen beyond, and it could give Intel a leg up on AMD's chiplet intellectual properties. Especially as it relates to latency. And there could be some benefits there for IBM. So maybe there's a quid pro quo going on. Now, where it really gets interesting is New York Senator, Chuck Schumer, is keen on building up an alternative to Silicon Valley in New York now it is Silicon Alley. So it's possible that Intel, who by the way has really good process technology. This is an aside, it really allowed TSMC to run the table with the whole seven nanometers versus 10 minute nanometer narrative. TSMC was at seven nanometer. Intel was at 10 nanometer. And really, we've said in the past that Intel's 10 nanometer tech is pretty close to TSMC seven. So Intel's ahead in that regard, even though in terms of, you know, the intervener thickness density, it's it's not, you know. These are sort of games that the semiconductor companies play, but you know it's possible that Intel with the U.S. government and IBM and Samsung could make a play for that New York foundry as part of Intel's trusted foundry strategy and kind of reshuffle that deck in Albany. Sounds like a "Game of Thrones," doesn't it? By the way, TSMC has been so consumed servicing Apple for five nanometer and eventually four nanometer that it's dropped the ball on some of its other's customers, namely Nvidia. And remember, a long-term competitiveness and cost reductions, they all come down to volume. And we think that Intel can't get to volume without an Arm strategy. Okay, so maybe the JV, the Joint Venture that we talked about, maybe we're out on a limb there and that's a stretch. And perhaps Samsung's not willing to play ball, given it's made huge investments in fabs and infrastructure and other resources, locally, but we think it's still viable scenario because we think Samsung definitely would covet a presence in the United States. No good to do that directly but maybe a partnership makes more sense in terms of gaining ground on TSMC. But anyway, let's say Intel can become a trusted foundry with the help of IBM and the U.S. government. Maybe then it could compete on volume. Well, how would that work? Well, let's say Nvidia, let's say they're not too happy with TSMC. Maybe with entertain Intel as a second source. Would that do it? In and of itself, no. But what about AWS and Google and Facebook? Maybe this is a way to placate the U.S. government and call off the antitrust dogs. Hey, we'll give Intel Foundry our business to secure America's semiconductor leadership and future and pay U.S. government. Why don't you chill out, back off a little bit. Microsoft even though, you know, it's not getting as much scrutiny from the U.S. government, it's anti trustee is maybe perhaps are behind it, who knows. But I think Microsoft would be happy to play ball as well. Now, would this give Intel a competitive volume posture? Yes, we think it would, for sure. If it can gain the trust of these companies and the volume we think would be there. But as we've said, currently, this is a very, very long shot because of the, the, the new strategy, the distance the difference in the Foundry business all those challenges that we laid out last week, it's going to take years to play out. But the dots are starting to connect in this scenario and the stakes are exceedingly high hence the importance of the U.S. government. Okay, that's it for now. Thanks to the community for your comments and insights. And thanks again to David Floyer whose analysis around Arm and semiconductors. And this work that he's done for the past decade is of tremendous help. Remember I publish each week on wikibon.com and siliconangle.com. And these episodes are all available as podcasts, just search for braking analysis podcast and you can always connect on Twitter. You can hit the chat right here or this live event or email me at david.vellante@siliconangle.com. Look, I always appreciate the comments on LinkedIn and Clubhouse. You can follow me so you're notified when we start a room and riff on these topics as well as others. And don't forget to check out etr.plus where all the survey data. This is Dave Vellante for the Cube Insights powered by ETR. Be well, and we'll see you next time. (cheerful music) (cheerful music)

Published Date : Apr 5 2021

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Breaking Analysis: Arm Lays Down The Gauntlet at Intel's Feet


 

>> From the Cube's studios in Palo Alto in Boston, bringing you data-driven insights from The Cube and ETR. This is "Breaking Analysis" with Dave Vellante. >> Exactly one week after Pat Gelsinger's announcement of his plans to reinvent Intel. Arm announced version nine of its architecture and laid out its vision for the next decade. We believe this vision is extremely strong as it combines an end-to-end capability from Edge to Cloud, to the data center, to the home and everything in between. Arms aspirations are ambitious and powerful. Leveraging its business model, ecosystem and software compatibility with previous generations. Hello every one and welcome to this week's Wikibon Cube Insights powered by ETR. And this breaking analysis will explain why we think this announcement is so important and what it means for Intel and the broader technology landscape. We'll also share with you some feedback that we received from the Cube Community on last week's episode and a little inside baseball on how Intel, IBM, Samsung, TSMC and the U.S. government might be thinking about the shifting landscape of semiconductor technology. Now, there were two notable announcements this week that were directly related to Intel's announcement of March 23rd. The Armv9 news and TSMC's plans to invest a $100 billion in chip manufacturing and development over the next three years. That is a big number. It appears to tramp Intel's plan $20 billion investment to launch two new fabs in the U.S. starting in 2024. You may remember back in 2019, Samsung pledged to invest a $116 billion to diversify its production beyond memory trip, memory chips. Why are all these companies getting so aggressive? And won't this cause a glut in chips? Well, first, China looms large and aims to dominate its local markets, which in turn is going to confer advantages globally. The second, there's a huge chip shortage right now. And the belief is that it's going to continue through the decade and possibly beyond. We are seeing a new inflection point in the demand as we discussed last week. Stemming from digital, IOT, cloud, autos in new use cases in the home as so well presented by Sarjeet Johal in our community. As to the glut, these manufacturers believe that demand will outstrip supply indefinitely. And I understand that a lack of manufacturing capacity is actually more deadly than an oversupply. Look, if there's a glut, manufacturers can cut production and take the financial hit. Whereas capacity constraints mean you can miss entire cycles of growth and really miss out on the demand and the cost reductions. So, all these manufacturers are going for it. Now let's talk about Arm, its approach and the announcements that it made this week. Now last week, we talked about how Pat Gelsinger his vision of a system on package was an attempt to leapfrog system on chip SOC, while Arm is taking a similar system approach. But in our view, it's even broader than the vision laid out by Pat at Intel. Arm is targeting a wide variety of use cases that are shown here. Arm's fundamental philosophy is that the future will require highly specialized chips and Intel as you recall from Pat's announcement, would agree. But Arm historically takes an ecosystem approach that is different from Intel's model. Arm is all about enabling the production of specialized chips to really fit a specific application. For example, think about the amount of AI going on iPhones. They move if I remember from fingerprint to face recognition. This requires specialized neural processing units, NPUs that are designed by Apple for that particular use case. Arm is facilitating the creation of these specialized chips to be designed and produced by the ecosystem. Intel on the other hand has historically taken a one size fits all approach. Built around the x86. The Intel's design has always been about improving the processor. For example, in terms of speed, density, adding vector processing to accommodate AI, et cetera. And Intel does all the design and the manufacturing in any specialization for the ecosystem is done by Intel. Much of the value, that's added from the ecosystem is frankly been bending metal or adding displays or other features at the margin. But, the advantage is that the x86 architecture is well understood. It's consistent, reliable, and let's face it. Most enterprise software runs on x86. So, but very, very different models historically, which we heard from Gelsinger last week they're going to change with a new trusted foundry strategy. Now let's go through an example that might help explain the power of Arm's model. Let's say, your AWS and you're doing graviton. Designing graviton and graviton2. Or Apple, designing the M1 chip, or Tesla designing its own chip, or any other company in in any one of these use cases that are shown here. Tesla is a really good example. In order to optimize for video processing, Tesla needed to add specialized code firmware in the NPU for it's specific use case within autos. It was happy to take off the shelf CPU or GPU or whatever, and leverage Arm's standards there. And then it added its own value in the NPU. So the advantage of this model is Tesla could go from tape out in less or, or, or or in less than a year versus get the tape out in less than a year versus what would normally take many years. Arm is, think of Arm is like customize a Lego blocks that enable unique value add by the ecosystem with a much faster time to market. So like I say, the Tesla goes from logical tape out if you will, to Samsung and then says, okay run this against your manufacturing process. And it should all work as advertised by Arm. Tesla, interestingly, just as an aside chose the 14 nanometer process to keep its costs down. It didn't need the latest and greatest density. Okay, so you can see big difference in philosophies historically between Arm and Intel. And you can see Intel vectoring toward the Arm model based on what Gelsinger said last week for its foundry business. Essentially it has to. Now, Arm announced a new Arm architecture, Armv9. v9 is backwards compatible with previous generations. Perhaps Arm learned from Intel's failed, Itanium effort for those remember that word. Had no backward compatibility and it really floundered. As well, Arm adds some additional capabilities. And today we're going to focus on the two areas that have highlighted, machine learning piece and security. I'll take note of the call out, 300 billion chips. That's Arm's vision. That's a lot. And we've said, before, Arm's way for volumes are 10X those of x86. Volume, we sound like a broken record. Volume equals cost reduction. We'll come back to that a little bit later. Now let's have a word on AI and machine learning. Arm is betting on AI and ML. Big as are many others. And this chart really shows why, it's a graphic that shows ETR data and spending momentum and pervasiveness in the dataset across all the different sectors that ETR tracks within its taxonomy. Note that ML/AI gets the top spot on the vertical axis, which represents net score. That's a measure of spending momentum or spending velocity. The horizontal axis is market share presence in the dataset. And we give this sector four stars to signify it's consistent lead in the data. So pretty reasonable bet by Arm. But the other area that we're going to talk about is security. And its vision day, Arm talked about confidential compute architecture and these things called realms. Note in the left-hand side, showing data traveling all over the different use cases and around the world and the call-out from the CISO below, it's a large public airline CISO that spoke at an ETR Venn round table. And this individual noted that the shifting end points increase the threat vectors. We all know that. Arm said something that really resonated. Specifically, they said today, there's far too much trust on the OS and the hypervisor that are running these applications. And their broad access to data is a weakness. Arm's concept of realms as shown in the right-hand side, underscores the company strategy to remove the assumption that privileged software. Like the hypervisor needs to be able to see the data. So by creating realms, in a virtualized multi-tenant environment, data can be more protected from memory leaks which of course is a major opportunity for hackers that they exploit. So it's a nice concept in a way for the system to isolate attendance data from other users. Okay, we want, we want to share some feedback that we got last week from the community on our analysis of Intel. A tech exec from city pointed out that, Intel really didn't miss a mobile, as we said, it really missed smartphones. In fact, whell, this is a kind of a minor distinction, it's important to recognize we think. Because Intel facilitated WIFI with Centrino, under the direction of Paul Alini. Who by the way, was not an engineer. I think he was the first non-engineer to be the CEO of Intel. He was a marketing person by background. Ironically, Intel's work in wifi connectivity enabled, actually enabled the smartphone revolution. And maybe that makes the smartphone missed by Intel all that more egregious, I don't know. Now the other piece of feedback we received related to our IBM scenario and our three-way joint venture prediction bringing together Intel, IBM, and Samsung in a triumvirate where Intel brings the foundry and it's process manufacturing. IBM brings its dis-aggregated memory technology and Samsung brings its its volume and its knowledge of of volume down the learning curve. Let's start with IBM. Remember we said that IBM with power 10 has the best technology in terms of this notion of dis-aggregating compute from memory and sharing memory in a pool across different processor types. So a few things in this regard, IBM when it restructured its micro electronics business under Ginni Rometty, catalyzed the partnership with global foundries and you know, this picture in the upper right it shows the global foundries facility outside of Albany, New York in Malta. And the partnership included AMD and Samsung. But we believe that global foundries is backed away from some of its contractual commitments with IBM causing a bit of a rift between the companies and leaving a hole in your original strategy. And evidently AMD hasn't really leaned in to move the needle in any way and so the New York foundry, is it a bit of a state of limbo with respect to its original vision. Now, well, Arvind Krishna was the face of the Intel announcement. It clearly has deep knowledge of IBM semiconductor strategy. Dario Gill, we think is a key player in the mix. He's the senior vice president director of IBM research. And it is in a position to affect some knowledge sharing and maybe even knowledge transfer with Intel possibly as it relates to disaggregated architecture. His questions remain as to how open IBM will be. And how protected it will be with its IP. It's got, as we said, last week, it's got to have an incentive to do so. Now why would IBM do that? Well, it wants to compete more effectively with VMware who has done a great job leveraging x86 and that's the biggest competitor in threat to open shift. So Arvind needs Intel chips to really execute on IBM's cloud strategy. Because almost all of IBM's customers are running apps on x86. So IBM's cloud and hybrid cloud. Strategy really need to leverage that Intel partnership. Now Intel for its part has great FinFET technology. FinFET is a tactic goes beyond CMOs. You all mainframes might remember when IBM burned the boat on ECL, Emitter-coupled Logic. And then moved to CMOs for its mainframes. Well, this is the next gen beyond, and it could give Intel a leg up on AMD's chiplet intellectual properties. Especially as it relates to latency. And there could be some benefits there for IBM. So maybe there's a quid pro quo going on. Now, where it really gets interesting is New York Senator, Chuck Schumer, is keen on building up an alternative to Silicon Valley in New York now it is Silicon Alley. So it's possible that Intel, who by the way has really good process technology. This is an aside, it really allowed TSMC to run the table with the whole seven nanometers versus 10 minute nanometer narrative. TSMC was at seven nanometer. Intel was at 10 nanometer. And really, we've said in the past that Intel's 10 nanometer tech is pretty close to TSMC seven. So Intel's ahead in that regard, even though in terms of, you know, the intervener thickness density, it's it's not, you know. These are sort of games that the semiconductor companies play, but you know it's possible that Intel with the U.S. government and IBM and Samsung could make a play for that New York foundry as part of Intel's trusted foundry strategy and kind of reshuffle that deck in Albany. Sounds like a "Game of Thrones," doesn't it? By the way, TSMC has been so consumed servicing Apple for five nanometer and eventually four nanometer that it's dropped the ball on some of its other's customers, namely Nvidia. And remember, a long-term competitiveness and cost reductions, they all come down to volume. And we think that Intel can't get to volume without an Arm strategy. Okay, so maybe the JV, the Joint Venture that we talked about, maybe we're out on a limb there and that's a stretch. And perhaps Samsung's not willing to play ball, given it's made huge investments in fabs and infrastructure and other resources, locally, but we think it's still viable scenario because we think Samsung definitely would covet a presence in the United States. No good to do that directly but maybe a partnership makes more sense in terms of gaining ground on TSMC. But anyway, let's say Intel can become a trusted foundry with the help of IBM and the U.S. government. Maybe then it could compete on volume. Well, how would that work? Well, let's say Nvidia, let's say they're not too happy with TSMC. Maybe with entertain Intel as a second source. Would that do it? In and of itself, no. But what about AWS and Google and Facebook? Maybe this is a way to placate the U.S. government and call off the antitrust dogs. Hey, we'll give Intel Foundry our business to secure America's semiconductor leadership and future and pay U.S. government. Why don't you chill out, back off a little bit. Microsoft even though, you know, it's not getting as much scrutiny from the U.S. government, it's anti trustee is maybe perhaps are behind it, who knows. But I think Microsoft would be happy to play ball as well. Now, would this give Intel a competitive volume posture? Yes, we think it would, for sure. If it can gain the trust of these companies and the volume we think would be there. But as we've said, currently, this is a very, very long shot because of the, the, the new strategy, the distance the difference in the Foundry business all those challenges that we laid out last week, it's going to take years to play out. But the dots are starting to connect in this scenario and the stakes are exceedingly high hence the importance of the U.S. government. Okay, that's it for now. Thanks to the community for your comments and insights. And thanks again to David Floyer whose analysis around Arm and semiconductors. And this work that he's done for the past decade is of tremendous help. Remember I publish each week on wikibon.com and siliconangle.com. And these episodes are all available as podcasts, just search for braking analysis podcast and you can always connect on Twitter. You can hit the chat right here or this live event or email me at david.vellante@siliconangle.com. Look, I always appreciate the comments on LinkedIn and Clubhouse. You can follow me so you're notified when we start a room and riff on these topics as well as others. And don't forget to check out etr.plus where all the survey data. This is Dave Vellante for the Cube Insights powered by ETR. Be well, and we'll see you next time. (cheerful music) (cheerful music)

Published Date : Apr 2 2021

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From the Cube's studios And maybe that makes the

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Day 3 Keynote Analysis | AWS re:Invent 2020 Partner Network Day


 

>>From around the globe. It's the queue with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS, and our community partners. >>Hello, and welcome back to the cube live coverage of reinvent 2020 virtual. We're not there this year. It's the cube virtual. We are the cube virtual. I'm your host, John fro with Dave Alante and analyzing our take on the partner day. Um, keynotes and leadership sessions today was AWS APN, which is Amazon partner network global partner network day, where all the content being featured today is all about the partners and what Amazon is doing to create an ecosystem, build the ecosystem, nurture the ecosystem and reinvent what it means to be a partner. Dave, thanks for joining me today on the analysis of Amazon's ecosystem and partner network and a great stuff today. Thanks for coming on. >>Yeah, you're welcome. I mean, watch the keynote this morning. I mean, partners are critical to AWS. Look, the fact is that when, when AWS was launched, it was the developers ate it up. You know, if you're a developer, you dive right in infrastructure is code beautiful. You know, if you're mainstream it, this thing's just got more complex with the cloud. And so there's, there's a big gap right between how I, where I am today and where I want to be. And partners are critical to help helping people get there. And we'll talk about the details of specifically what Amazon did, but I mean, especially when John, when you look at things like smaller outposts, you know, going hybrid, Andy Jassy redefining hybrid, you need partners to really help you plan design, implement, manage at scale. >>Yeah. You know, one of the things I'm always, um, you know, saying nice things about Amazon, but one of the things that they're vulnerable on in my opinion is how they balanced their own SAS offerings and with what they develop in the ecosystem. This has been a constant, um, challenge and, and they've balanced it very well. Um, so other vendors, they are very clear. They make their own software, right. And they have a channel and it's kind of the old playbook. Amazon's got to reinvent the playbook here. And I think that's, what's key today on stage Doug Yom. He's the, uh, the leader you had, um, also Dave McCann who heads up marketplace and Sandy Carter who heads up worldwide public sector partners. So Dave interesting combination of three different teams, you had the classic ISV partners in the ecosystem, the cohesiveness of the world, the EMCs and so on, you had the marketplace with Dave McCann. That's where the future of procurement is. That's where people are buying product and you had public sector, huge tsunami of innovation happening because of the pandemic and Sandy is highlighting their partners. So it's partner day it's partner ecosystem, but multiple elements. They're moving marketplace where you buy programs and competencies with public sector and then ISV, all of those three areas are changing. Um, I want to get your take because you've been following ecosystems years and you've been close to the enterprise and how they buy your, >>And I think, I think John, Oh, a couple of things. One is, you know, Dave McCann was talking a lot about how CIO is one of modernize applications and they have to rationalize, and it will save some of that talk for later on, you know, Tim prophet on. But there's no question that Amazon's out to reinvent, as you said, uh, the whole experience from procurement all the way through, and, you know, normally you had to, to acquire services outside of the marketplace. And now what they're doing is bundling the services and software together. You know, it's straightforward services, implementation services, but those are well understood. The processes are known. You can pretty much size them and price them. So I think that's a huge opportunity for partners and customers to reduce friction. I think the other thing I would say is ecosystems are, are critical. >>Uh, one of the themes that we've been talking about in the cube as we've gone from a product centric world in the old days of it to a platform centric world, which has really been the last decade has been about SAS platforms and cloud platforms. And I think ecosystems are going to be a really power, the new innovation in the coming decade. And what I mean by that is look, if you're just building a service and Amazon is going to do that same service, you know, you got to keep innovating. And one of the ways you can innovate is you can build on ecosystems. There's all this data within industries, across industries, and you can through the partner network and through customer networks within industry start building new innovation around ecosystems and partners or that glue, Amazon's not going to go in. And like Jandy Jesse even said in the, uh, in his fireside chat, you know, customers will ask us for our advice and we're happy to give it to them, but frankly partners are better at that nitty gritty hardcore stuff. They have closer relationships with the customers. And so that's a really important gap that Amazon has been closing for the last, you know, frankly 10 years. And I think that to your point, they've still got a long way to go, but that's a huge opportunity in that. >>A good call out on any Jess, I've got to mention that one of the highlights of today's keynote was on a scheduled, um, Andy Jassy fireside chat. Uh, normally Andy does his keynote and then he kind of talks to customers and does his thing normally at a normal re-invent this time he came out on stage. And I think what I found interesting was he was talking about this builder. You always use the word builder customer, um, solutions. And I think one of the things that's interesting about this partner network is, is that I think there's a huge opportunity for companies to be customer centric and build on top of Amazon. And what I mean by that is, is that Amazon is pretty cool with you doing things on top of their platform that does two things serves the customer's needs better than they do, and they can make more money on and other services look at snowflake as an example, um, that's a company built on AWS. I know they've got other clouds going on, but mainly Amazon Zoom's the same way. They're doing a great solution. They've got Redshift, Amazon, Amazon's got Redshift, Dave, but also they're a customer and a partner. So this is the dynamic. If you can be successful on Amazon serving customers better than Amazon does, that's the growth hack. That's the hack on Amazon's partner network. If you could. >>I think, I think Snowflake's a really good example. You snowflake you use new Relic as an example, I've heard Andy Jess in the past use cloud air as an example, I like snowflake better because they're, they're sort of thriving. And so, but, but I will say this there's a, they're a great example of that ecosystem that we just talked about because yes, not only are they building on AWS, they're connecting to other clouds and that is an ecosystem that they're building out. And Amazon's got a lot of snowflake, I guess, unless you're the Redshift team, but, but generally speaking, Snowflake's driving a lot of business for Amazon and Andy Jesse addressed that in that, uh, in that fireside chat, he's asked that question a lot. And he said, look, we, we, we have our primary services. And at the same time we want to enable our partners to be successful. And snowflake is a really good example of that. >>Yeah. I want to call out also, uh, yesterday. Um, I had our Monday, I should say Tuesday, December 1st, uh, Jesse's keynote. I did an interview with Jerry chin with gray lock. He's investing in startups and one of the things he observed and he pointed out Dave, is that with Amazon, if you're, if you're a full all-in in the cloud, you're going to take advantage of things that are just not available on say on premises that is data patterns, other integrations. And I think one of the things that Doug pointed out was with interoperability and integration with say things like the SAS factor that they put out there there's advantages for being in the cloud specifically with Amazon, that you can get on integrations. And I think Dave McCann teases that out with the marketplace when they talk about integrations. But the idea of being in the cloud with all these other partners makes integration and interoperability different and unique and better potentially a differentiator. This is going to become a huge deal. >>I didn't pick up on that because yesterday I thought I wasn't in the keynote. I think it was in the analyst one-on-one with, with Jesse, he talked about, you know, this notion that people, I think he was addressing multi-cloud he didn't use that term, but this notion of an abstraction layer and how it does simplify things in, in his basic, he basically said, look, our philosophy is we want to have, you know, the, the ability to go deep with the primitives and have that fine grain access, because that will give us control. A lot of times when you put in this abstraction layer, which people are trying to do across clouds, you know, it limits your ability to really move fast. And then of course it's big theme is, is this year, at the same time, if you look at a company who was called out today, like, like Octa, you know, when you do an identity management and single sign-on, you're, you're touching a lot of pieces, there's a lot of integration to your point. >>So you need partners to come in and be that glue that does a lot of that heavy lifting that needs to needs to be done. Amazon. What Jessie was essentially saying, I think to the partner network is, look, we're not going to put in that abstraction layer. You're going to you, you got to do that. We're going to do stuff maybe between our own own services like they did with the, you know, the glue between databases, but generally speaking, that's a giant white space for partner organizations. He mentioned Okta. He been talked about in for apt Aptio. This was Dave McCann, actually Cohesity came up a confluent doing fully managed Kafka. So that to me was a signal to the partners. Look, here's where you guys should be playing. This is what customers need. And this is where we're not going to, you know, eat your lunch. >>Yeah. And the other thing McCann pointed out was 200 new Dave McCann pointed out who leads these leader of the, of the marketplace. He pointed out 200 new ISP. ISV is out there, huge news, and they're going to turn already. He went, he talked with his manage entitlements, which got my attention. And this is kind of an, um, kind of one of those advantage points that it's kind of not sexy and mainstream to talk about, but it's really one of those details. That's the heavy lifting. That's a pain in the butt to deal with licensing and tracking all this compliance stuff that goes on under the covers and distribution of software. I think that's where the cloud could be really advantaged. And also the app service catalog registry that he talked about and the professional services. So these are areas that Amazon is going to kind of create automation around. >>And as Jassy always talks about that undifferentiated heavy lifting, they're going to take care of some of these plumbing issues. And I think you're right about this differentiation because if I'm a partner and I could build on top of Amazon and have my own cloud, I mean, let's face it. Snowflake is a born in the cloud, in the cloud only solution on Amazon. So they're essentially Amazon's cloud. So I think the thing that's not being talked about this year, that is probably my come up in future reinvents is that whoever can build their own cloud on top of Amazon's cloud will be a winner. And I, I talked about this years ago, data around this tier two, I call it tier two clouds. This new layer of cloud service provider is going to be kind of the, on the power law, the, the second wave of cloud. >>In other words, you're on top of Amazon differentiating with a modern application at scale inside the cloud with all the other people in there, a whole new ecosystem is going to emerge. And to me, I think this is something that is not yet baked out, but if I was a partner, I would be out there planning like hell right now to say, I'm going to build a cloud business on Amazon. I'm going to take advantage of the relationships and the heavy lifting and compete and win that way. I think that's a re redefining moment. And I think whoever does that will win >>And a big theme around reinventing everything, reinvent the industry. And one of the areas that's being reinvented as is the, you know, the VAR channel really well, consultancies, you know, smaller size for years, these companies made a ton of dough selling boxes, right? All the, all the Dell and the IBM and the EMC resellers, you know, they get big boats and big houses, but that business changed dramatically. They had to shift toward value, value, value add. So what did they do? They became VMware specialists. They came became SAP specialists. There's a couple of examples, maybe, you know, adding into security. The cloud was freaking them out, but the cloud is really an opportunity for them. And I'll give you an example. We've talked a lot about snowflake. The other is AWS glue elastic views. That's what the AWS announced to connect all their databases together. Think about a consultancy that is able to come in and totally rearchitect your big data life cycle and pipeline with the people, the processes, the skillsets, you know, Amazon's not going to do that work, but the upside value for the organizations is tremendous. So you're seeing consultancies becoming managed service providers and adding all kinds of value throughout the stack. That's really reinvention of the partnership. >>Yeah. I think it's a complete, um, channel strategy. That's different. It doesn't, it looks like other channels, but it's not, it's, it's, it's driven by value. And I think this idea of competing on value versus just being kind of a commodity play is shifting. I think the ISV and the VARs, those traditional markets, David, as you pointed out, are going to definitely go value oriented. And you can just own a specialty area because as data comes in and when, and this is interesting. And one of the key things that Andy Jassy said in his fireside chat want to ask directly, how do partners benefit when asked about his keynote, how that would translate to partners. He really kind of went in and he was kind of rambling, but he, he, he hit the chips. He said, well, we've got our own chips, which means compute. Then he went into purpose-built data store and data Lake data, elastic views SageMaker Q and QuickSight. He kind of went down the road of, we have the horsepower, we have the data Lake data, data, data. So he was kind of hinting at innovate on the data and you'll do okay. >>Well, and this is again, we kind of, I'm like a snowflake fan boy, you know, in the way you, you like AWS. But look, if you look at AWS glue elastic views, that to me is like snowflakes data cloud is different, a lot of pushing and moving a date, a lot of copying data. But, but this is a great example of where like, remember last year at reinvent, they said, Hey, we're separating compute from storage. Well, you know, of course, snowflake popularized that. So this is great example of two companies thriving that are both competitors and partners. >>Well, I've got to ask you, you know, you, you and I always say we kind of his stories, we've been around the block on the enterprise for years. Um, where do you Mark the, um, evolution of their partner? Because again, Amazon has been so explosive in their growth. The numbers have been off the charts and they've done it well with and pass. And now you have the pandemic which kind of puts on full display, digital transformation. And then Jassy telegraphing that the digital global it spend is their next kind of conquering ground, um, to take, and they got the edge exploding with 5g. So you have this kind of range and they doing all kinds of stuff with IOT, and they're doing stuff in you on earth and in space. So you have this huge growth and they still don't have their own fully oriented business model. They rely on people to build on top of Amazon. So how do you see that evolving in your opinion? Because they're trying to add their own Amazon only, we've got Redshift that competes with others. How do you see that playing out? >>So I think it's going to be specialized and, and something that, uh, that I've talked about is Amazon, you know, AWS in the old day, old days being last decade, they really weren't that solution focused. It was really, you know, serving the builders with tooling, with you, look at something like what they're doing in the call center and what they're doing at the edge and IOT there. I think they're, so I think their move up the stack is going to be very solution oriented, but not necessarily, you know, horizontal going after CRM or going after, you know, uh, supply chain management or ERP. I don't think that's going to be their play. I think their play is going to be to really focus on hard problems that they can automate through their tooling and bring special advantage. And that's what they'll SAS. And at the same time, they'll obviously allow SAS players. >>It's just reminds me of the early days when you and I first met, uh, VMware. Everybody had to work with VMware because they had a such big ecosystem. Well, the SAS players will run on top. Like Workday does like Salesforce does Infour et cetera. And then I think you and I, and Jerry Chen talked about this years ago, I think they're going to give tools to builders, to disrupt the service now is in the sales forces who are out buying companies like crazy to try to get a, you know, half, half a billion dollar, half a trillion dollar market caps. And that is a really interesting dynamic. And I think right now, they're, they're not even having to walk a fine line. I think the lines are reasonably clear. We're going up to database, we're going to do specialized solutions. We're going to enable SAS. We're going to compete where we compete, come on, partner ecosystem. And >>Yeah, I, I, I think that, you know, the Slack being bought by Salesforce is just going to be one of those. I think it's a web van moment, you know, um, you know, where it's like, okay, Slack is going to go die on Salesforce. Okay. I get that. Um, but it's, it's just, it's just, it's just, it's just old school thinking. And I think if you're an entrepreneur and if you're a developer or a partner, you could really reinvent the business model because if you're, dis-aggregating all these other services like you can compete with Salesforce, Slack has now taken out of the game with Salesforce, but what Amazon is doing with say connect, which they're promoting heavily at this conference. I mean, you hear it, you heard it on Andy Jessie's keynote, Sandy Carter. They've had huge success with AWS connect. It's a call center mindset, but it's not calling just on phones. >>It's contact that is descent, intermediating, the Salesforce model. And I think when you start getting into specialists and specialism in channels, you have customer opportunity to be valuable. And I think call center, these kinds of stories that you can stand up pretty quickly and then integrate into a business model is going to be game changing. And I think that's going to going to a lot of threat on these big incumbents, like Salesforce, like Slack, because let's face it. Bots is just the chat bot is just a call center front end. You can innovate on the audio, the transcriptions there's so much Amazon goodness there, that connect. Isn't just a call center that could level the playing field and every vertical >>Well, and SAS is getting disrupted, you know, to your, to your point. I mean, you think about what happened with, with Oracle and SAP. You had, you know, these new emerging players come up like, like Salesforce, like Workday, like service now, but their pricing model, it was all the same. We lock you in for a one-year two-year three-year term. A lot of times you have to pay up front. Now you look at guys like Datadog. Uh, you, you look at a snowflake, you look at elastic, they're disrupting the Splunks of the world. And that model, I think that SAS model is right for disruption with a consumption pricing, a true cloud pricing model. You combine that with new innovation that developers are going to attack. I mean, you know, people right now, they complain about service now pricing, they complain about Splunk pricing. They, you know, they talk about, Oh, elastic. We can get that for half the price Datadog. And so I'm not predicting that those companies service now Workday, the great companies, but they are going to have to respond much in the same way that Oracle and SAP had to respond to the disruption that they saw. >>Yeah. It's interesting. During the keynote, they'll talk about going out to the mainframes today, too. So you have Amazon going into Oracle and Microsoft, and now the mainframes. So you have Oracle database and SQL server and windows server all going to being old school technologies. And now mainframe very interesting. And I think the, this whole idea of this SAS factory, um, got my attention to Cohesity, which we've been covering Dave on the storage front, uh, Mo with the founder was on stage. I'm a data management as a service they're part of this new SAS factory thing that Amazon has. And what they talk about here is they're trying to turn ISV and VARs into full-on SAS providers. And I think if they get that right with the SAS factory, um, then that's going to be potentially game changing. And I'm gonna look at to see if what the successes are there, because if Amazon can create more SAS applications, then their Tam and the global it market is there is going to, it can be mopped up pretty quickly, but they got to enable it. They got to enable that quickly. Yeah. >>Enabling to me means not just, and I think, you know, when Jesse answered your question, I saw it in the article that you wrote about, you know, you asked them about multi-cloud and it, to me, it's not about running on AWS and being compatible with Azure and being compatible with Google. No, it's about that frankly abstraction layer that he talked about, and that's what Cohesity is trying to do. You see others trying to do it as well? Snowflake for sure. It's about abstracting that complexity away and adding value on top of the cloud. In other words, you're using the cloud for scale being really expert at taking advantage of the native cloud services, which requires is that Jessie was saying different API APIs, different control, plane, different data plane, but taking that complexity away and then adding new value on top that's white space for a lot of players there. And, and, and I'll tell you, it's not trivial. It takes a lot of R and D and it takes really smart people. And that's, what's going to be really interesting to see, shake out is, you know, can the Dell and HPE, can they go fast enough to compete with the, the Cohesity's you've got guys like CLU Mayo coming in that are, that are brand new. Obviously we talked about snowflake a lot and many others. >>I think there's going to be a huge change in expectations, experience, huge opportunity for people to come in with unique solutions. We're going to have specialty programming on the cube all day today. So if you're watching us here on the Amazon channel, you know that we're going to have an all of a sudden demand. There's a little link on our page. On the, on the, um, the Amazon reinvent virtual event platform, click here, the bottom, it's going to be a landing page, check out all the interviews as we roll them out all day. We got a great lineup, Dave, we got Nutanix pure storage, big ID, BMC, Amazon leaders, all coming in to talk today. Uh, chaos search ed Walsh, Rachel Rose, uh, Medicar Kumar, um, Mike Gill, flux, tons of great, great, uh, partners coming in and they're going to share their story and what's working for them and their new strategies. And all throughout the day, you're going to hear specific examples of how people are changing and reinventing their business development, their partnership strategies on the product, and go to market with Amazon. So really interesting learnings. We're going to have great conversations all throughout the day. So check it out. And again, everything's going to be on demand. And when in doubt, go to the cube.net, we have everything there and Silicon angle.com, uh, for all the great coverage. So >>I don't think John is, we're going to have a conversation with him. David McCann touched on this. You talked about the need for modernization and rationalization, Tim Crawford on, on later. And th this is, this is sort of the, the, uh, the call-out that Andy Jassy made in his keynote. He gave the story of that one. CIO is a good friend of his who said, Hey, I love what you're doing, but it's not going to happen on my watch. And, and so, you know, Jessie's sort of poking at that, that, uh, complacency saying, guys, you have to reinvent, you have to go fast, you have to keep moving. And so we're gonna talk a little bit about what, what does that mean to modernize applications, why the CIO is want to rationalize what is the role of AWS and its ecosystem and providing that, that, that level of innovation, and really try to understand what the next five to seven years are gonna look like in that regard. >>Funny, you mentioned, uh, Andy Jesuit that story. When I had my one-on-one conversation with them, uh, he was kind of talking about that anonymous CIO and I, if people don't know Andy, he's a big movie buff, too, right? He loves it goes to Sundance every year. Um, so I said to him, I said, this error of digital transformation, uh, is kind of like that scene in the godfather, Dave, where, um, Michael Corleone goes to Tom Hagen, Tom, you're not a wartime conciliary. And what he meant by that was is that, you know, they were going to war with the other five families. I think now I think this is what chassis pointed out is that, that this is such an interesting, important time in history. And he pointed this out. If you don't have the leadership chops to lean into this, you're going to get swept away. >>And that story about the CIO being complacent. Yeah. He didn't want to shift. And the new guy came in or gal and they, and they, and they lost three years, three years of innovation. And the time loss, you can't get that back. And during this time, I think you have to have the stomach for the digital transformation. You have to have the fortitude to go forward and face the truth. And the truth is you got to learn new stuff. So the old way of doing things, and he pointed that out very aggressively. And I think for the partners, that same thing is true. You got to look in the mirror and say, where are we? What's the opportunity. And you gotta gotta go there. If not, you can wait, be swept away, be driftwood as Pat Gelsinger would say, or lean in and pick up a, pick up a shovel and start digging the new solution. >>You know what the other interesting thing, I mean, every year when you listen to Jassy and his keynotes and you sort of experienced re-invent culture comes through and John you're live in Silicon Valley, you talked to leaders of Silicon Valley, you know, well, what's the secret of success though? Nine times out of 10, they'll talk about culture, maybe 10 times out of 10. And, and, and so that's, that comes through in Jesse's keynotes. But one of the things that was interesting this year, and it's been thematic, you know, Andy, you know, repetition is important, uh, to, to him because he wants to educate people and make sure it sticks. One of the things that's really been he's been focused on is you actually can change your culture. And there's a lot of inertia. People say, well, not on my watch. Well, it doesn't work that way around here. >>And then he'll share stories about how AWS encourages people to write papers. Anybody in the organization say we should do it differently. And, and you know, they have to follow their protocol and work backwards and all of those stuff. But I believe him when he says that they're open to what you have a great example today. He said, look, if somebody says, well, it's 10 feet and somebody else says, well, it's, it's five feet. He said, okay, let's compromise and say it's seven and a half feet. Well, we know it's not seven and a half feet. We don't want to compromise. We either want to be a 10, Oh, we want to be at five, which is the right answer. And they push that. And that that's, he gives examples like that for the AWS culture, the working backwards, the frequently asked questions, documents, and he's always pushing. And that to me is very, very important and fundamental to understanding AWS. >>It's no doubt that Andy Jassy is the best CEO in the business. These days. If you look at him compared to everyone else, he's hands down, more humble as keynote who does three hour keynotes, the way he does with no notes with no, he memorize it all. So he's competitive and he's open. And he's a good leader. I think he's a great CEO. And I think it will be written and then looked back at his story this time in history. The next, I think post COVID Dave is going to be an error. We're going to look back and say the digital transformation was accelerated. Yes, all that good stuff, people process technology. But I think we're gonna look at this time, this year and saying, this was the year that there was before COVID and after COVID and the people who change and modernize will build the winners and not, and the losers will, will be sitting still. So I think it's important. I think that was a great message by him. So great stuff. All right. We gotta leave it there. Dave, the analysis we're going to be back within the power panel. Two sessions from now, stay with us. We've got another great guest coming on next. And then we have a pair of lb talk about the marketplace pricing and how enterprises have CIO is going to be consuming the cloud in their ecosystem. This is the cube. Thanks for watching..

Published Date : Dec 4 2020

SUMMARY :

It's the queue with digital coverage of create an ecosystem, build the ecosystem, nurture the ecosystem and reinvent what it means And partners are critical to help helping people get there. in the ecosystem, the cohesiveness of the world, the EMCs and so on, you had the marketplace you know, normally you had to, to acquire services outside of the marketplace. And one of the ways you can innovate is you can build on ecosystems. And I think one of the things that's interesting about this partner network is, And at the same time we And I think one of the things that Doug pointed out was with interoperability and integration And then of course it's big theme is, is this year, at the same time, if you look at a company We're going to do stuff maybe between our own own services like they did with the, you know, the glue between databases, That's a pain in the butt to deal with licensing And I think you're right about this differentiation because if I'm a partner and I could build on And I think whoever does that will win and the IBM and the EMC resellers, you know, they get big boats and big houses, And I think this idea of competing on value versus just being kind of a commodity play is you know, in the way you, you like AWS. And now you have the pandemic which kind I don't think that's going to be their play. And I think right now, they're, they're not even having to walk a fine line. I think it's a web van moment, you know, um, you know, where it's like, And I think call center, these kinds of stories that you can stand And that model, I think that SAS model is right for disruption with And I think if they get that right with I saw it in the article that you wrote about, you know, you asked them about multi-cloud and it, I think there's going to be a huge change in expectations, experience, huge opportunity for people to come in with And, and so, you know, Jessie's sort of poking at that, that, If you don't have the leadership chops to lean into this, you're going to get swept away. And the truth is you got to learn new stuff. One of the things that's really been he's been focused on is you And that that's, he gives examples like that for the AWS culture, the working backwards, And I think it will be written and then looked back at his story this time in history.

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Mike Gilfix, IBM | AWS re:Invent 2020 Partner Network Day


 

>>from >>around the globe. It's the Cube with digital coverage of AWS reinvent 2020 Special coverage sponsored by A. W s Global Partner Network. >>Hello and welcome to the Cube. Virtual in our coverage of AWS reinvent 2020 and our special coverage of a PM partner experience where the Cube virtual and I'm your host, Justin Warren. And today I'm joined by Mike Gill. Fix. Who is the chief product officer for IBM Cloud PACs. Mike, welcome to the Cube. >>Thank you. Thanks for happening. >>Now. Cloud PACs is a new thing from IBM. I'm not particularly familiar with it, but it's it's related to IBM's partnership with with a W s. So maybe you could just start us off quickly by explaining what is cloud packs and what's your role as chief product officer there? >>Well, Klopp acts sort of our next generation platform. What we've been doing is bringing the power of IBM software really across the board and bringing it to a hybrid cloud environments, so make it really easy for our customers to consume it wherever wherever they want, however, they want to choose to do it with a consistent skill set and making it really easy to kind of get those things up and running and deliver value quickly. And this is part of IBM hybrid approach. So what we've seen is organizations that can leverage the same skill set and, you know, basically take those work quotes, make him run where they need thio. Yields about a 2.5 times are y and cloud packs it at the center of that running on the open shift platform so they get consistent security skills and powerful software to run their business running everywhere. And we've been partnering with AWS because we want to make sure that those customers that have made that choice could get access to those capabilities easy and as fast as possible. >>Right? And and the cloud PACs have built on the red hat open. Now let me get this right. It's the open hybrid cloud platform. So is that open shift? >>It is Open shift. Yes. I >>mean, IBM >>is incredibly committed to being thio. Open software and open ship does provide that common layer, and the reason that's important is you want consistent security. You want to avoid lock in, right? That gives you a very powerful platform A fabric, if you will, that can truly run anywhere with any workload. And we've been working very closely with a W s to make sure that is Ah, Premier. First class experience on AWS. >>Yes. So the the open shift on AWS is is relatively new from IBM. So could you explain what is open shift on AWS? And how does that differ from the open shift that people may be already familiar with? >>Well, the Colonel, if you will, is the same. It's the same sort of central open source software, but in working closely with AWS were now making those things available a simple services that you can quickly provisioned and run, and that makes it really easy for people to get started. But again, sort of carrying forward that same sort of skill set. So that's kind of a key way in which we see that you can gain that sort of consistency, you know, no matter where you're running that workflow and we've been investing in that integration, working closely with them Amazon, >>right? And we all know red hats, commitment, thio, open source software and the open ecosystems. Red hat is rightly famous for it, and I I am old enough to remember when it was a brand new thing, particularly in enterprise. Thio allow open source toe to come in and have anything to do with workloads. And now it's It's ALS, the rage, and people are running quite critical workloads on it. So what are you seeing in the adoption within the enterprise off open software? >>The adoption is massive, I think. Well, first, let me describe what's driving it. I mean, people want to tap into innovation and the beauty of open source is your your kind of crowd sourcing, if you will, this massive community of developers that are creating just an incredible amount of innovation and incredible speed, and it's a great way to ensure that you avoid vendor lock in. So enterprises of all types are looking to open solutions as a way both of innovating faster and getting protection. And that commitment is something certainly redheaded tapped into its behind the great success of Red Hat. And it's something that, frankly, is permeating throughout IBM and that we're very committed to driving this sort of open approach. And that means that you know, we need to ensure that people get access to the innovation they need, run it where they want and ensure that they feel that they have choice >>on the choice. I think is a key part of it that isn't really coming through in some of the narrative that there's a lot of discussion about how you should actually, should you go cloud. I remember when it was. Either you should stay on site or should you go, Go to Cloud and we had a long discussion there. Hybrid Cloud really does seem to have come of age where it's it's a a realistic kind of compromise, probably the wrong word, but it's it's a trade off between doing all of one thing or all another. And for most enterprises, that doesn't actually seem to be the choice that that's actually viable for them. So hybrid seems like it's actually just the practical approach. Would that be accurate? >>Well, our studies have shown that if you look statistically at the set of work, oh, that's moved to clouds, you know, something like 20% of workloads have only moved to cloud, meaning the other 80% is experiencing barriers to move >>and some >>of those barriers is figuring out what to do with all this data that's sitting on Prem or, you know, these these applications that have years and years of intelligence baked into them that cannot easily be ported. And so organizations looking to hybrid approaches because they give them more choice. It helps them deal with fragmentation, meaning as I move more workload, I have consistent skill set. It helps me extend my existing investments and bring it into the cloud world. And all those things again are done with consistent security. That's really important, right? Organizations need to make sure they're protecting their assets. Their data throughout, you know, leveraging a consistent platform. So that's really the benefit of the hybrid approach. It essentially is going to enable these organizations unlocked more workload and gain the acceleration and the transformative, effective clouds. And that's why I think they're really That's why it's becoming a necessity, right, because they just can't get that 80% to move. Yah, >>Yeah, I've long said that the cloud is a state of mind rather than a particular location. It's It's more about an operational model of how you do things, so hearing that we've only got 20% of workloads have moved to this new way of doing things does rather suggest that there's a lot more work to be done. What for? Those organizations that are just looking to do this now they've they've done a bit of it and they're looking for those next new workloads. Where do you see customers struggling the most? And where do you think that IBM can help them there? >>Well, um, boy, where they struggling the most? First, I think skills. I mean, they have to figure out a new set of technologies to go and transition from the old World to the new. And at the heart of that is lots of really critical debate. Like, how do they modernize the way that they do software delivery for many enterprises, right. Embrace new ways of doing software delivery. How do they deal with the data issues that arise from where the data sets their obligations for data protection? Um, what happened to the data spans multiple different places, but you have to provide high quality performance and security thes air, all parts of issues that you know, spanned different environments. And so they have to figure out how to manage those kinds of things and make it work in one place. I think the benefit of partnering, you know, with Amazon is clearly there's a huge, you know, customer base. That's interesting. Amazon. I think the benefit of the idea and partnership is you know, we can help to go and unlock some of those new workloads and find ways to get that cloud benefit and help to move them to the cloud faster again with that consistency of experience. And that's why I think it's a good match partnership. We're giving more customers choice. We're helping them to unlock innovation substantially, faster, >>right? And so, for people who might want to just get started without how would they approach this? Do you think people might have some experience with AWS? It's It's almost difficult not to these days, but for those who aren't familiar with the red hat on a W s with open shift on AWS, how would they get started with you? Thio to explore what's possible? >>Well, one of the things that we're offering to our clients is a service that we refer to his I. D. Um garage Z you know, an engagement model, if you will, within IBM, where we work with our clients and we really help them to do co creation. So help to understand their business problem. Or, you know, the target state of where they want their I t to get to. And in working with them in co creation, you know, we help them to affect that transition. Let's say that it's about, you know, delivering business applications faster. Let's say it's about modernizing the applications they have or offering new services new business models again, all in the spirit of co creation. And we found that to be really popular. Um, it's a great way to get started. We we leverage design thinking approach. They can think about the customer experience and their outcome. If they're creating new business, processes, new applications and then really help them toe uplift their skills and, you know, get ready. Thio adopt cloud technology and everything that they dio. >>It sounds like this is, ah, lot of established workloads that people already have in their organizations. It's already there. It's generating real money. It's It's not those experimental workloads that we saw early on which was a well, let's try. This cloud is a fabulous way where we can run some experiments, and if it doesn't work, we just turn it off again. These sound like a lot more workloads, air kind of more important to the business. Is that be true? >>Yeah, I think that's true now. I wouldn't say they're just existing work clothes, because I think there's lots of new business innovation that many of our, you know, clients want to go on launch. And so this gives them an opportunity to do that new innovation but not forget the past, meaning they could bring it forward and bring it forward into an integrated experience. I mean, that's what everyone demands of a true digital business, right? They expect that your experience is integrated, that it's responsive that it's targeted and personalized, and the only way to do that is to allow for experimentation that integrates in with the, you know, standard business processes and things that you did before. And so you need to be able to connect those things together seamlessly, >>right? So it sounds like it's it's a transition more than creating new thing completely from scratch. It's well Look, we've done a lot of innovation over the past decade or so in cloud. We know what works, but we still have workloads that people clearly no one value. How do we put those things together and do it in such a way that we maintain the flexibility to be able to make new changes as we as we learn new things? >>Yeah, leverage what you've got. Play to your strength. I mean, that's that's how you create speed. If you have to reinvent the wheel every time, it's going to be a slow roll. >>Yeah, that does seem like an area where an organization, probably at this point should be looking to partner with other people who have done the hard yards. They've They've already figured this out. What, as you say, Why can't make all of these obvious areas yourself when you're you're starting from scratch? When there's a wealth of experience out there, and particularly this whole ecosystem that exists around around open software? Uh, in fact, maybe you could tell us a little bit about the ecosystem opportunities that are there because red, that's been part of this for a very long time. AWS has a very broad ecosystem is we're all familiar with being here. It reinvent yet again. How does that ecosystem claim toe? What's possible? >>I well, let me explain why I think IBM brings a different dimension to that trio, right? IBM brings the industry expertise. I mean, we've long worked with all of our clients are partners on solving some of the biggest business problems and being embedded in the thing that they do. So we have deep knowledge of their enterprise challenges where they're trying to take them. Deep knowledge of their business processes were ableto bring that that industry know how mixed with, you know, red hats approach to an open, foundational platform coupled with, you know, the great infrastructure you could get from Amazon. And, you know, that's a great sort of powerful combination that we can bring to each of our clients and, you know, maybe just to bring it back a little bit to that idea of Okay, so what's the rolling cloud packs in that? I mean, compact are the kind of software that we've built to enable enterprises to run their essential business processes right in the essential digital operations that they run everything from security to protecting their data or giving them powerful data tools to implement a I and, you know, to implement ai algorithms in the heart of their business or giving them powerful automation capabilities so they can digitize their operations and also make sure those things were going to run effectively. It's those kinds of capabilities that we're bringing in the form of cloud PACs. Think of that is that that substrate that runs a digital business that now could be brought through right running on AWS infrastructure. Good. It's integration that we've done >>right. So basically taking things that as a pre package module that we can just grab that module, drop it in and and start using it rather than having to build it ourselves from scratch. >>That's right. They make them leverage of those powerful capabilities and get focused on innovating the things that matter. Right? So the huge accelerant to getting business value. >>And it does sound a lot easier than trying to learn how to do the complex sort of deep learning and linear algorithms that they're involved in machine learning. I have looked into it a bit and trying to manage that sort of deep maths, and I think I'd much rather just just grab one off the shelf, plug it in and just use it. >>Yeah, It's also better than writing assembler code, which was some of my first programming experiences as well. So I think the software industry has moved on just a little bit since then. >>I think we have to say I do not miss the days of handwriting. Assemble at all, uh, sometimes for nostalgia reasons. But if we want to get things done, I think I'd much rather work in something a little higher level >>specific drinking. >>So thank you so much for my for my guest there. Mike Gill. Fix chief product officer for IBM Cloud PACs from IBM. This has been the cubes coverage off AWS reinvent 2020 and the a p m. Partner experience. I've been your host, Justin Warren. Make sure you come back and join us for more coverage later on

Published Date : Dec 3 2020

SUMMARY :

It's the Cube with digital coverage Who is the chief product officer for Thanks for happening. So maybe you could just start us off quickly by explaining what is cloud packs and what's your role as can leverage the same skill set and, you know, basically take those work quotes, And and the cloud PACs have built on the red hat open. I and the reason that's important is you want consistent security. And how does that differ from the open shift that you can quickly provisioned and run, and that makes it really easy for people to get started. So what are you seeing in the adoption within the enterprise off And that means that you know, we need to ensure that people get access to the innovation they need, of the narrative that there's a lot of discussion about how you should actually, should you go cloud. So that's really the benefit of the hybrid approach. And where do you think that IBM can help them there? I think the benefit of partnering, you know, with Amazon is clearly there's a huge, And in working with them in co creation, you know, we help them to affect that transition. Is that be true? that integrates in with the, you know, standard business processes and things that you did before. to be able to make new changes as we as we learn new things? I mean, that's that's how you create speed. Yeah, that does seem like an area where an organization, probably at this point should be looking to partner with that industry know how mixed with, you know, red hats approach to an open, that module, drop it in and and start using it rather than having to build it ourselves from scratch. So the huge accelerant to getting business value. that sort of deep maths, and I think I'd much rather just just grab one off the shelf, plug it in and just So I think the software industry has moved on just a little bit since then. I think we have to say I do not miss the days of handwriting. So thank you so much for my for my guest there.

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Bill Largent, Veeam & Jim Kruger, Veeam | VeeamON 2020


 

>>From around the globe. It's the cube with digital coverage of Veem on 2020 brought to you by beam >>Hybrid. This is Dave alotta and you're watching the cube tenuous coverage of on 20 it's the Veem online version. One of them course, we've had a pivot, the virtual, the large industry here. He's the CEO of IEM and Jim Kruger is the please marketing officer guys. I wish we were face to face. Okay. You know, this'll do so. Thanks for coming on. Yeah. Thanks. Thank you, Dave. Yeah. Thank you Dave. Glad to be here. Well, first of all, bill, I got to congratulate you it the first time. Really? We awesome. The okay. Blockbuster. So acquisition inside capital growth minded, awesome. Private equity. So congratulations on the new role and you know, best of luck. Hey, well, thanks. Very much greatly appreciated. Yeah. I've been with the team since founding in 2006. So it's a, well, it's a new role. It's, it's a good old, it's a good older team that we're very experienced with it. >>Uh, did you, you, you, you know, the, the good, the bad and the ugly and you know, where the skeletons are buried, you know where to go, okay. The ship. So we wish you the best. And then, you know, in the gym, I gotta ask you, I mean, everybody says, okay, it was really hard decision go to it. The virtual, he actually had no choice, but maybe the harder decision was, can we postpone or do we go forward? You guys chose to go forward. Uh, which I think is the right call. And I'd also think, it seems like you're taking the approach of, you know, we're not just going to try to plug the physical into the virtual. We're going to, I think about the halo effect. Yes. Discussion going, but maybe your thoughts on that pivot. Good. The virtual. Yeah. Yeah. It didn't take us too long to decide. >>And we, we felt, uh, rather than postponing it and, and trying to do a, a large event before the end of the year, which not really, really realistic. Uh, we decided to, uh, to go with the virtual and actually for just a month after, for the most part after, uh, um, what the real event was supposed to happen in Las Vegas. And, uh, yeah, we're really looking at it from, okay. Yeah. Keeping the discussion, going with our customers, keeping them updated. We're going to be highlighting some of the new releases that are going to be coming out, making some key announcements. Right. And it actually gives us an opportunity to draw in more of the crowd from around the entire globe. I think we have 148 different, uh, countries that are represented. Uh, so, um, Oh yeah, it's right. It's a, uh, I think a new platform and, uh, I think it's working very well so far. >>So bill, I, you know, you came into this, this role and immediately, okay. You have dealt with it pandemic I want to talk a little bit about, you know, how you're dealing with that. Um, and we'll get into maybe what you're seeing in your business, you know, the, in, in a way there's a silver lining here. Okay. Okay. It really kind of forces change. You said in your keynote, constant. Uh, but you know, you might have, you know, the business obviously very well and you might've had some gut feels as to where you want it, take it, but change is hard. Boy, everybody has. Okay. Now, so in a way that's sort of a, an accelerant change, your thoughts, what was your first move? Hello, coming into this pandemic. Yeah. Coming into the pandemic. It was one of making sure we understood. Well, what the issues were, getting people home and, and safe working environments. >>So big move was, was that some of our team had a desktop, so they did not have laptops. It made it a little more cumbersome multi-screen so it's really physical activity will move these people. So we moved our whole team, 4,300, about 1300 or so of those people were already, uh, our employees were already working out of their house. Uh, so the big move was let's get them home. Let's make sure they're efficient, good connectivity. And, uh, and with that, we were off and running. I don't believe we missed, uh, much of a beat at all. Considering we started this mid March, we were finishing our a first quarter, which came out right about on plan, which we were really excited about. Okay. It was a, that was the first move I would say. We make a few more to go, okay. The big first move I want to get. >>So I'm going to share some data with you guys. If you bring up the first slide, this is data from our data partner quarter, we go out and we talk customers. And this is a survey of over 1200 of practitioners, buyers, and they're about 120 or so Veeam was in there. And what I'm showing here is data though, the gray bar is data from a year ago, April 19 in survey, the blue bar is January, 2020. And the yellow bar is the April 19, uh, April 20 survey. It was taken right at the height of the lockdown. And, and what this is showing is yep. Customers that are spending more by the percentage of those customers that are doing business with them, the theme, and you can see it, the gray was 50%. It dropped slightly to January nods back up within the height of the lockdown. >>And so what you saw is that new adoptions and people spending more, I E more than 6% is actually, Oh, since, uh, the, the pandemic. Yeah. do you have a w or a bill rather? I'd like to start with you. I wonder if this is what you're seeing, kind of in your businesses, a little bit of an uptick, not all businesses, obviously we're seeing that the, it seems like yours is yeah. Our April was, uh, wow. Mmm. Just amazingly. So, and I think it allowed us to get transition out of the way at the end of March. Well, also closing the quarter, but yeah, we had a, um, we had a double digit gain in it. Hold on. It was extremely a nice way to start that the first month is second quarter. So that's exactly what we're seeing very positive and, you know, Mmm. >>I think that if we talk about Jim, some of the data that you showed in your keynote, you talked about some of the challenges that your, your data showed you guys. Yeah. This new survey. And we'll, we'll talk about that. The data protection. Okay. What stood out was cyber threats. The number one challenge came up and, and I often say that the lines, Queens security, cyber cyberspace, security, and data. Okay, good. And backup and recovery are really starting to blur you guys, aren't known as a cyber company, but increasingly people are thinking about data protection and backup recovery as part of their overall cyber strategy. Yeah. Yeah. I agree. And, and I think, um, you know, from, from our most recent release version 10, we built in some new capabilities around a ransomware protection and cybersecurity. So yeah, I would say those lines are blurring, but we're definitely not a security company. >>Uh, although as you mentioned, a backup definitely provides us security and customers want to be able to do yeah. Prior to putting things into production. And that's some of the, some of the new capabilities that we've provided our latest version. Well, I mean, and, and cyber obviously is, is expensive to become a board level topic as you well know, it has been here's the later on we're interviewing Gill Vega, who's your, your newly minted CSO. And you're, you're seeing that, that role, you know, expand, it's not just sort of off on the corner. Okay. It's its problem. Or it's this, the security sec ops teams problem. It really is. Yeah. Is it tongue in cheek is it's a team sport, but yeah. You really have to take a broader view of okay. Of cyber don't you and especially bill given something that you shared in your, a keynote talk, you shared some IDC data, you know, a five X increase in zettabytes over a seven year period. >>I think 33 and 2018 up to one 75, 25 and uptake in bets that IDC is probably low and that number. Okay. Yeah. Yeah. Probably low. Well, that's what we're saying. You know, you brought up a good point. It's a evolution into a much larger entity in protecting, I think, many more customers, well, over 375,000 customers, and that's bringing a vague on, or a CSO and a major step for us focus on external and internal. Okay. The threats that exist out there. So a major activity for us and bringing, 'em bringing Gil on. So you're right. Our gross, we think that's where it goes for growth continues to evolve. Uh, we have our customers, um, and what we're trying to make sure we do is we protect. Yeah. Talk about security. That's a little bit, little bit of that protect. Awesome. And then make sure they have access to their data and same with our employee count. >>What are we trying to do? Yeah. COVID-19 is that, we're trying to make sure we can your employees as well as make them yeah. Yup. In this whole process. Yeah. The cyber threats playing into the security. Well, bill staying on, on, on the, COVID a discussion for a minute, you talked in your, you know, what about, there were three things. Okay. the resource management security and governance and, and digital transformation all very relevant in the context of this. Yeah. My question is, can you add some color as to beam's role in those areas? Yeah. Well, clearly in the governance each have, that's built in our product. There's an orchestration on all the products, the offerings that we have, I think, right. Our primary concern, those does go back to go back protecting data and making it accessible. So, I mean, I think that's where it's most common place for us to see our focus has been, has been not security as Jim said, we're not a security. >>Yep. It's really availability data availability and its data availability. Wow. Okay. Uh, back to the hybrid class loud conversation that we, uh, we talked about is that, is that we want to be yeah. Yep. That make data available over hydro hybrid cloud. I think with the COVID-19 it's showing that the cloud base activities are going to be more critical. Cool. Uh, versus, um, in addition to right. Okay. Okay. So an answer that one. So Jim, I want to ask you about something you talked about in the keynote, which is the data protection report. I referenced it earlier. Tell us a little bit more about this, the study you guys. Yeah. You guys are like, I am, you love data. Okay. W what was that study all about and what were some of the key takeaways? Yeah. So just, just a few months back. So it's a fresh off the presses. >>Uh, we, um, I surveyed about 1500, uh, uh, it pros across the world and one to just get a good feel for where their head is, uh, what are some of the key concerns they have? Uh, and so we kind of bucket it into three, three key areas. Uh, one was around downtime threats. Uh, what you talked about, the, the security, uh, in ransomware threats is definitely top of mind, uh, for customers. Uh, we also, um, drill down a little bit into the move to the cloud and then also digital transformation. Uh, and what's clear is that, you know, I think in the past, you know, people thought that, um, you know, their most important data was the only data that needed active. And we're seeing, uh, some compression there relative to, uh, you know, customers thinking they need to do okay. It basically yeah. >>Protect all data. Uh, so, um, the, the difference between sort are the critical data and just normal data is really blending together. Uh, and so they're looking to, to drive efficiencies from that perspective. Uh, and, uh, and I think about 49% of the customers are backing up the cloud today. Uh, so a pretty good number. Uh, but that jumps to, I think, around 76. Yeah. Right. In two years, uh, of customers who believe that they'll be using the cloud as a, um, for backup and then on the digital transformation side of things. No, I don't think there's a company out there who doesn't have some sort of digital transformation initiative. Uh, but they are struggling a little bit, they're struggling, uh, with, um, uh, with, uh, the resources that they have that they have, and, and, uh, those resources being competent to, to really take the company's in a new direction because of a lot of those resources are focused on existing projects and keeping the business up and running. >>Uh, so that's a key area that we're, that they're looking to like free up resources, it's focused on digital transformation. And then we get into some of the benefits that they're seeing from that, uh, and so forth. So, yeah, it's a good all around report to really understand the state of the market. I want to stay on the survey for a minute if I can, and then have that bill tied into the property strategy. Mmm. W w one of the other things, the things that stood out was one of the, the blockers you will, uh, the customer sided, they said lack of skills. So, you know, right. A legacy it, or maybe that's technical debt yeah. As well, uh, and then budget constraints. And so, I mean, yeah. Kind, those are good blockers for you guys. You, you, you simplify, you know, the old yeah. Yes. Works. Mmm. You know, you've been amazing that maintaining relevance or whatever, 10 plus year old company. Yeah. You're right there with all the upstarts and the big portfolio companies. And then of course, budget constraints. I was talking to Anton earlier really focused on the economics. Okay. Protecting data, but maybe you could add some color. So those sorts of sure. Customers referenced. Okay. Because there challenges to moving forward. >>Yeah. Yeah. So, um, you mentioned one big one, which is skills. Uh, so I think, uh, training and education, it is definitely, certainly one of them. Uh, I think from, from beam's perspective, we, we definitely help in all of those areas because, uh, our, our solution is easy to use, uh, easy to manage, easy to deploy. Uh, and so when you look at the resources, Harrison does some of the legacy solutions that our customers have. They're typically able to save a significant amount on the budget side, insignificant amounts on the resources. They just don't simply don't need as many people, uh, to, uh, to operate a beam backup solution. So they can redeploy some of those resources into other areas, uh, which, uh, which has been definitely an attraction to them. You mentioned the IDC data and that bill talked about, but that's one of the reasons if you look back in the second half of 2019, we actually grew three times as fast as the market average. >>Uh, I think mainly because of that, and a lot of people are switching from their legacy over to, uh, to Vien because, because of those reasons. Yeah. So, well, bill, I want to tie that into it. The company's strategy you guys have been okay. I'm unapologetic about the core of which is backup. That was kind of, you know, obviously recovery is part of that. Okay. But, you know, there's a lot of discussion about data management trying to sort of, you know, expand the notion of the Tam and you guys obviously dissipate as well. Well, it's sort of three things yeah. Manage and transform. Well, some of the things that you guys talked about in, you know, but the core is protected. You're all about backup recovery, data protection. Okay. You know, the examples of that at GNC, for example, and some of the others do, you know, uh, discussions were all about protecting some of that for data, but then you get into management is that's sort of Tam expansion, if you will. >>And then the transform, you know, I think we, we, I think we get the, the protector pretty well. It's the managing transform that sometimes there's a little bit, yeah, horrible. Hey, the people, but I wonder if you could sort of add some, some texture to that. Yeah. Well, we've always had a very, yeah. Our focus has been on the protect side and the managed, transform is key pieces that we've added on, uh, over the time period. So playing that bigger Tamar, bigger markets. Yeah. A cloud data management market, it's his 30 plus billion dollar marketplace. So I think you'll see. Um, and that's where, we've where we've expanded. It was three 60. Bye. Alright. Protect category. So it is one of 'em moving on up into that, but we will stay. Huh? Okay. Yeah. Core piece of our business tech side, it's extremely important to us. >>We stay focused, it's allowed our development team just stay focused and bring forth Hmm. We believe peer to any of our competitors and, uh, yeah. Okay. Continue to move that way. So bill, I mean, Veem has always been known for punching above its wait glass. I mean, the, you know, the, the very clever naming of the company are you pronounced parties, et cetera, et cetera, et cetera. But now they a top dog now. So, uh, maybe the strategy is to continue to punch above the weight class. Yeah. Which would be a great thing. Although you're now a mainstream, you mean 375,000 customers. You're adding in a very, very rapidly pace. You're a big dog now. W what can we expect going forward from being well? Well, you know, a big piece of our change was our universal licensing. So we want to make sure, yeah. >>Those licensed portable, take them with you, be able to use them in a different way, uh, in different settings. So I think we'll work on, uh, always punching above our weight that was really started with our founders. Uh and Andre Bernoff. We, uh, clearly we're number one. People might not have believed that in the beginning, but yeah. We rate to it. So I think you'll see us with more products. Yeah. Innovation in that space. And, um, uh, and, and working very aggressively, too, take command to the multicloud environment. Well, you know, your business practices have always been pretty meeting edge and forward thinking. You mentioned the flexibility and from licensing, you know, that's something that, you know, you're, you're known for even partners when I talk to your partners. They, so yeah. You know, Veeam has made it very simple for us new business. I'm not sure worrying about, so much about who gets to paid, where they've sort of made that transparency. >>You get very high marks for that. And so there's a, yeah. You're known for your tech, you're known for that products. Yeah. But there's also some innovation on the, on the business model side as well. Isn't there. Yep. Absolutely. Our partners, the significant number of partners from what's this a long time. Uh, we do like to make sure that everybody in that the distribution channel and we are two tier distribution. Mmm profitability. Yeah. Keeping it simple, becomes more challenging. I think the larger you get yeah. Uh, very hard making it simple. And it takes some time, a little bit of, um, iteration for us. One of our core values, innovate, iterate to make it simple, to keep it that way. We want our partners to be, be comfortable working with us and making good economics and knowing that we're going to bring, we're going to bring that roadmap products, uh, and to them when we get our products ready and they are the products in the market place, that situation in the lab. >>Yep. We're going to work the first time we're going to work well for me. Sure. Well, Jim, I wanted to ask you about some of the customers that you referenced. Okay. I mentioned G GNC, you guys showed a video of that. That was pretty cool. Okay. It was interesting hero motor Corp. Oh. They don't call themselves a motorcycle company, but that's essentially what they are. And then, and then IBM cloud was really interesting to see them in there partner. There, there are customer, I guess. Hm, yup. Editor or one side of the house. So that was kind of an interesting example. Some of the customer takeaways I can share. Yeah. Yeah. So, um, when you look at GNC, uh, you know, some of the things that they referenced was, uh, you know, a, a six figure ROI over, over a three year period. Uh, and again, that was one of the key drivers as to why they went, went with him again, just more efficient. >>Um, and, uh, yeah, Hiro, motor Corp, very interesting. They're the world's largest a manufacturer of two wheel to wheel vehicles and they do produce the, and motorcycle every two seconds. Oh. And they produced over 90 million. So yeah, they're a large organization. I think they have closed. Okay. 10,000 employees, uh, and, um, VJ set the, who is, who is their CIO among other things that their company, um, yeah. Yay. Yeah. As, as you heard, he talks a lot about, uh, how they're managing through COVID-19 and he really is a big believer that number one, you got to take care of your people and make sure that they're safe and make sure that they're set up so that they can work from home and so forth. Uh, but then also really planning for not just managing through the crisis, but also recovery, uh, which, uh, which is really important. >>That was some of the advice that huh, that he gave of course, to a, to the attendees of been, which I think is really good advice. And then IBM cloud has been, yeah, been a great partner, uh, and the customer for, for quite some time, we're working very closely with them backup as a service they're leveraging kind of the full suite of products and getting great traction. And as, as we saw from some of the data, the backup as a service is going to continue to grow. Yeah. That'd be a great opportunity for both IBM and being more contained. Well, it's guys exciting time for you. I mean like many people, I, I bumped into Veeam at a V mug. Ooh, wow. That was, you know, years and years and years ago. And to watch your ascendancy, it has been a pretty astounding products, a very well run company, a good vision, uh, just awesome customer. >>So, so bill, you know, you're on deck, when we get to 2030. Yeah. What do you want this to look like? Uh, well, multi multibillion by 2030, that's a long way out. It'll be interesting in the transformation that is made and we'll see what happens really globally with, um, the whole work from home, how moves, how office space plays into it, product innovation and delivery. We think we're at the forefront back. It started in the virtualization space back in Oh six and, uh, for some really creative projects products, I think we'll continue to S it's extended to see that what's 2030 bring yeah. Multi-billion and we're going to continue to add employees throughout the world. We've got over 4,300 employees, right. You mentioned keynote, uh, that are in them, you know, a multitude of countries. And, uh, it's just an absolute, I'm thrilled to be part of M and M and, uh, help us work as a, uh, a family organization products. Well, we really had a great deal of okay. Following Veem and participating in the beam on, and I really appreciate you guys having us here at the, uh, the, the digital event, but thanks guys for coming on. Yeah. And sharing your insights. Great. Yeah. Thanks very much. Thanks. Thank you for watching the cubes. Continuous coverage of Veem on 2020, the virtual digital version. Keep it right there, right back. Great. The short break.

Published Date : Jun 17 2020

SUMMARY :

of Veem on 2020 brought to you by beam So congratulations on the new role and you know, best of luck. So we wish you the best. for the most part after, uh, um, what the real event was supposed to happen in Las Vegas. So bill, I, you know, you came into this, this role and immediately, so the big move was let's get them home. So I'm going to share some data with you guys. And so what you saw is that new adoptions and people spending more, I E more than 6% I think that if we talk about Jim, some of the data that you showed in your keynote, I mean, and, and cyber obviously is, is expensive to become a board level topic as you well know, You know, you brought up a good point. There's an orchestration on all the products, the offerings that we have, So Jim, I want to ask you about something you talked about in the keynote, uh, you know, customers thinking they need to do okay. Uh, but they are struggling a little bit, they're struggling, uh, with, um, uh, So, you know, right. Uh, and so when you look at the resources, Harrison does some of the legacy Well, some of the things that you guys talked about in, you know, but the core is protected. And then the transform, you know, I think we, we, I think we get the, the protector pretty well. I mean, the, you know, the, the very clever naming of the company you know, that's something that, you know, you're, you're known for even partners when I talk to your partners. I think the larger you get yeah. uh, you know, a, a six figure ROI over, over a three year period. believer that number one, you got to take care of your people and make sure that they're safe and make sure that they're That was, you know, years and years and years ago. You mentioned keynote, uh, that are in them, you know, a multitude of countries.

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UNLIST TILL 4/2 - Autonomous Log Monitoring


 

>> Sue: Hi everybody, thank you for joining us today for the virtual Vertica BDC 2020. Today's breakout session is entitled "Autonomous Monitoring Using Machine Learning". My name is Sue LeClaire, director of marketing at Vertica, and I'll be your host for this session. Joining me is Larry Lancaster, founder and CTO at Zebrium. Before we begin, I encourage you to submit questions or comments during the virtual session. You don't have to wait, just type your question or comment in the question box below the slide and click submit. There will be a Q&A session at the end of the presentation and we'll answer as many questions as we're able to during that time. Any questions that we don't address, we'll do our best to answer them offline. Alternatively, you can also go and visit Vertica forums to post your questions after the session. Our engineering team is planning to join the forums to keep the conversation going. Also, just a reminder that you can maximize your screen by clicking the double arrow button in the lower right corner of the slides. And yes, this virtual session is being recorded and will be available for you to view on demand later this week. We'll send you a notification as soon as it's ready. So, let's get started. Larry, over to you. >> Larry: Hey, thanks so much. So hi, my name's Larry Lancaster and I'm here to talk to you today about something that I think who's time has come and that's autonomous monitoring. So, with that, let's get into it. So, machine data is my life. I know that's a sad life, but it's true. So I've spent most of my career kind of taking telemetry data from products, either in the field, we used to call it in the field or nowadays, that's been deployed, and bringing that data back, like log file stats, and then building stuff on top of it. So, tools to run the business or services to sell back to users and customers. And so, after doing that a few times, it kind of got to the point where I was really sort of sick of building the same kind of thing from scratch every time, so I figured, why not go start a company and do it so that we don't have to do it manually ever again. So, it's interesting to note, I've put a little sentence here saying, "companies where I got to use Vertica" So I've been actually kind of working with Vertica for a long time now, pretty much since they came out of alpha. And I've really been enjoying their technology ever since. So, our vision is basically that I want a system that will characterize incidents before I notice. So an incident is, you know, we used to call it a support case or a ticket in IT, or a support case in support. Nowadays, you may have a DevOps team, or a set of SREs who are monitoring a production sort of deployment. And so they'll call it an incident. So I'm looking for something that will notice and characterize an incident before I notice and have to go digging into log files and stats to figure out what happened. And so that's a pretty heady goal. And so I'm going to talk a little bit today about how we do that. So, if we look at logs in particular. Logs today, if you look at log monitoring. So monitoring is kind of that whole umbrella term that we use to talk about how we monitor systems in the field that we've shipped, or how we monitor production deployments in a more modern stack. And so basically there are log monitoring tools. But they have a number of drawbacks. For one thing, they're kind of slow in the sense that if something breaks and I need to go to a log file, actually chances are really good that if you have a new issue, if it's an unknown unknown problem, you're going to end up in a log file. So the problem then becomes basically you're searching around looking for what's the root cause of the incident, right? And so that's kind of time-consuming. So, they're also fragile and this is largely because log data is completely unstructured, right? So there's no formal grammar for a log file. So you have this situation where, if I write a parser today, and that parser is going to do something, it's going to execute some automation, it's going to open or update a ticket, it's going to maybe restart a service, or whatever it is that I want to happen. What'll happen is later upstream, someone who's writing the code that produces that log message, they might do something really useful for me, or for users. And they might go fix a spelling mistake in that log message. And then the next thing you know, all the automation breaks. So it's a very fragile source for automation. And finally, because of that, people will set alerts on, "Oh, well tell me how many thousands of errors are happening every hour." Or some horrible metric like that. And then that becomes the only visibility you have in the data. So because of all this, it's a very human-driven, slow, fragile process. So basically, we've set out to kind of up-level that a bit. So I touched on this already, right? The truth is if you do have an incident, you're going to end up in log files to do root cause. It's almost always the case. And so you have to wonder, if that's the case, why do most people use metrics only for monitoring? And the reason is related to the problems I just described. They're already structured, right? So for logs, you've got this mess of stuff, so you only want to dig in there when you absolutely have to. But ironically, it's where a lot of the information that you need actually is. So we have a model today, and this model used to work pretty well. And that model is called "index and search". And it basically means you treat log files like they're text documents. And so you index them and when there's some issue you have to drill into, then you go searching, right? So let's look at that model. So 20 years ago, we had sort of a shrink-wrap software delivery model. You had an incident. With that incident, maybe you had one customer and you had a monolithic application and a handful of log files. So it's perfectly natural, in fact, usually you could just v-item the log file, and search that way. Or if there's a lot of them, you could index them and search them that way. And that all worked very well because the developer or the support engineer had to be an expert in those few things, in those few log files, and understand what they meant. But today, everything has changed completely. So we live in a software as a service world. What that means is, for a given incident, first of all you're going to be affecting thousands of users. You're going to have, potentially, 100 services that are deployed in your environment. You're going to have 1,000 log streams to sift through. And yet, you're still kind of stuck in the situation where to go find out what's the matter, you're going to have to search through the log files. So this is kind of the unacceptable sort of position we're in today. So for us, the future will not be index and search. And that's simply because it cannot scale. And the reason I say that it can't scale is because it all kind of is bottlenecked by a person and their eyeball. So, you continue to drive up the amount of data that has to be sifted through, the complexity of the stack that has to be understood, and you still, at the end of the day, for MTTR purposes, you still have the same bottleneck, which is the eyeball. So this model, I believe, is fundamentally broken. And that's why, I believe in five years you're going to be in a situation where most monitoring of unknown unknown problems is going to be done autonomously. And those issues will be characterized autonomously because there's no other way it can happen. So now I'm going to talk a little bit about autonomous monitoring itself. So, autonomous monitoring basically means, if you can imagine in a monitoring platform and you watch the monitoring platform, maybe you watch the alerts coming from it or more importantly, you kind of watch the dashboards and try to see if something looks weird. So autonomous monitoring is the notion that the platform should do the watching for you and only let you know when something is going wrong and should kind of give you a window into what happened. So if you look at this example I have on screen, just to take it really slow and absorb the concept of autonomous monitoring. So here in this example, we've stopped the database. And as a result, down below you can see there were a bunch of fallout. This is an Atlassian Stack, so you can imagine you've got a Postgres database. And then you've got sort of Bitbucket, and Confluence, and Jira, and these various other components that need the database operating in order to function. So what this is doing is it's calling out, "Hey, the root cause is the database stopped and here's the symptoms." Now, you might be wondering, so what. I mean I could go write a script to do this sort of thing. Here's what's interesting about this very particular example, and I'll show a couple more examples that are a little more involved. But here's the interesting thing. So, in the software that came up with this incident and opened this incident and put this root cause and symptoms in there, there's no code that knows anything about timestamp formats, severities, Atlassian, Postgres, databases, Bitbucket, Confluence, there's no regexes that talk about starting, stopped, RDBMS, swallowed exception, and so on and so forth. So you might wonder how it's possible then, that something which is completely ignorant of the stack, could come up with this description, which is exactly what a human would have had to do, to figure out what happened. And I'm going to get into how we do that. But that's what autonomous monitoring is about. It's about getting into a set of telemetry from a stack with no prior information, and understanding when something breaks. And I could give you the punchline right now, which is there are fundamental ways that software behaves when it's breaking. And by looking at hundreds of data sets that people have generously allowed us to use containing incidents, we've been able to characterize that and now generalize it to apply it to any new data set and stack. So here's an interesting one right here. So there's a fella, David Gill, he's just a genius in the monitoring space. He's been working with us for the last couple of months. So he said, "You know what I'm going to do, is I'm going to run some chaos experiments." So for those of you who don't know what chaos engineering is, here's the idea. So basically, let's say I'm running a Kubernetes cluster and what I'll do is I'll use sort of a chaos injection test, something like litmus. And basically it will inject issues, it'll break things in my application randomly to see if my monitoring picks it up. And so this is what chaos engineering is built around. It's built around sort of generating lots of random problems and seeing how the stack responds. So in this particular case, David went in and he deleted, basically one of the tests that was presented through litmus did a delete of a pod delete. And so that's going to basically take out some containers that are part of the service layer. And so then you'll see all kinds of things break. And so what you're seeing here, which is interesting, this is why I like to use this example. Because it's actually kind of eye-opening. So the chaos tool itself generates logs. And of course, through Kubernetes, all the log files locations that are on the host, and the container logs are known. And those are all pulled back to us automatically. So one of the log files we have is actually the chaos tool that's doing the breaking, right? And so what the tool said here, when it went to determine what the root cause was, was it noticed that there was this process that had these messages happen, initializing deletion lists, selection a pod to kill, blah blah blah. It's saying that the root cause is the chaos test. And it's absolutely right, that is the root cause. But usually chaos tests don't get picked up themselves. You're supposed to be just kind of picking up the symptoms. But this is what happens when you're able to kind of tease out root cause from symptoms autonomously, is you end up getting a much more meaningful answer, right? So here's another example. So essentially, we collect the log files, but we also have a Prometheus scraper. So if you export Prometheus metrics, we'll scrape those and we'll collect those as well. And so we'll use those for our autonomous monitoring as well. So what you're seeing here is an issue where, I believe this is where we ran something out of disk space. So it opened an incident, but what's also interesting here is, you see that it pulled that metric to say that the spike in this metric was a symptom of this running out of space. So again, there's nothing that knows anything about file system usage, memory, CPU, any of that stuff. There's no actual hard-coded logic anywhere to explain any of this. And so the concept of autonomous monitoring is looking at a stack the way a human being would. If you can imagine how you would walk in and monitor something, how you would think about it. You'd go looking around for rare things. Things that are not normal. And you would look for indicators of breakage, and you would see, do those seem to be correlated in some dimension? That is how the system works. So as I mentioned a moment ago, metrics really do kind of complete the picture for us. We end up in a situation where we have a one-stop shop for incident root cause. So, how does that work? Well, we ingest and we structure the log files. So if we're getting the logs, we'll ingest them and we'll structure them, and I'm going to show a little bit what that structure looks like and how that goes into the database in a moment. And then of course we ingest and structure the Prometheus metrics. But here, structure really should have an asterisk next to it, because metrics are mostly structured already. They have names. If you have your own scraper, as opposed to going into the time series Prometheus database and pulling metrics from there, you can keep a lot more information about metadata about those metrics from the exporter's perspective. So we keep all of that too. Then we do our anomaly detection on both of those sets of data. And then we cross-correlate metrics and log anomalies. And then we create incidents. So this is at a high level, kind of what's happening without any sort of stack-specific logic built in. So we had some exciting recent validation. So Mayadata's a pretty big player in the Kubernetes space. Essentially, they do Kubernetes as a managed service. They have tens of thousands of customers that they manage their Kubernetes clusters for them. And then they're also involved, both in the OpenEBS project, as well as in the Litmius project I mentioned a moment ago. That's their tool for chaos engineering. So they're a pretty big player in the Kubernetes space. So essentially, they said, "Oh okay, let's see if this is real." So what they did was they set up our collectors, which took three minutes in Kubernetes. And then they went and they, using Litmus, they reproduced eight incidents that their actual, real-world customers had hit. And they were trying to remember the ones that were the hardest to figure out the root cause at the time. And we picked up and put a root cause indicator that was correct in 100% of these incidents with no training configuration or metadata required. So this is kind of what autonomous monitoring is all about. So now I'm going to talk a little bit about how it works. So, like I said, there's no information included or required about, so if you imagine a log file for example. Now, commonly, over to the left-hand side of every line, there will be some sort of a prefix. And what I mean by that is you'll see like a timestamp, or a severity, and maybe there's a PID, and maybe there's function name, and maybe there's some other stuff there. So basically that's kind of, it's common data elements for a large portion of the lines in a given log file. But you know, of course, the contents change. So basically today, like if you look at a typical log manager, they'll talk about connectors. And what connectors means is, for an application it'll generate a certain prefix format in a log. And that means what's the format of the timestamp, and what else is in the prefix. And this lets the tool pick it up. And so if you have an app that doesn't have a connector, you're out of luck. Well, what we do is we learn those prefixes dynamically with machine learning. You do not have to have a connector, right? And what that means is that if you come in with your own application, the system will just work for it from day one. You don't have to have connectors, you don't have to describe the prefix format. That's so yesterday, right? So really what we want to be doing is up-leveling what the system is doing to the point where it's kind of working like a human would. You look at a log line, you know what's a timestamp. You know what's a PID. You know what's a function name. You know where the prefix ends and where the variable parts begin. You know what's a parameter over there in the variable parts. And sometimes you may need to see a couple examples to know what was a variable, but you'll figure it out as quickly as possible, and that's exactly how the system goes about it. As a result, we kind of embrace free-text logs, right? So if you look at a typical stack, most of the logs generated in a typical stack are usually free-text. Even structured logging typically will have a message attribute, which then inside of it has the free-text message. For us, that's not a bad thing. That's okay. The purpose of a log is to inform people. And so there's no need to go rewrite the whole logging stack just because you want a machine to handle it. They'll figure it out for themselves, right? So, you give us the logs and we'll figure out the grammar, not only for the prefix but also for the variable message part. So I already went into this, but there's more that's usually required for configuring a log manager with alerts. You have to give it keywords. You have to give it application behaviors. You have to tell it some prior knowledge. And of course the problem with all of that is that the most important events that you'll ever see in a log file are the rarest. Those are the ones that are one out of a billion. And so you may not know what's going to be the right keyword in advance to pick up the next breakage, right? So we don't want that information from you. We'll figure that out for ourselves. As the data comes in, essentially we parse it and we categorize it, as I've mentioned. And when I say categorize, what I mean is, if you look at a certain given log file, you'll notice that some of the lines are kind of the same thing. So this one will say "X happened five times" and then maybe a few lines below it'll say "X happened six times" but that's basically the same event type. It's just a different instance of that event type. And it has a different value for one of the parameters, right? So when I say categorization, what I mean is figuring out those unique types and I'll show an example of that next. Anomaly detection, we do on top of that. So anomaly detection on metrics in a very sort of time series by time series manner with lots of tunables is a well-understood problem. So we also do this on the event types occurrences. So you can think of each event type occurring in time as sort of a point process. And then you can develop statistics and distributions on that, and you can do anomaly detection on those. Once we have all of that, we have extracted features, essentially, from metrics and from logs. We do pattern recognition on the correlations across different channels of information, so different event types, different log types, different hoses, different containers, and then of course across to the metrics. Based on all of this cross-correlation, we end up with a root cause identification. So that's essentially, at a high level, how it works. What's interesting, from the perspective of this call particularly, is that incident detection needs relationally structured data. It really does. You need to have all the instances of a certain event type that you've ever seen easily accessible. You need to have the values for a given sort of parameter easily, quickly available so you can figure out what's the distribution of this over time, how often does this event type happen. You can run analytical queries against that information so that you can quickly, in real-time, do anomaly detection against new data. So here's an example of that this looks like. And this kind of part of the work that we've done. At the top you see some examples of log lines, right? So that's kind of a snippet, it's three lines out of a log file. And you see one in the middle there that's kind of highlighted with colors, right? I mean, it's a little messy, but it's not atypical of the log file that you'll see pretty much anywhere. So there, you've got a timestamp, and a severity, and a function name. And then you've got some other information. And then finally, you have the variable part. And that's going to have sort of this checkpoint for memory scrubbers, probably something that's written in English, just so that the person who's reading the log file can understand. And then there's some parameters that are put in, right? So now, if you look at how we structure that, the way it looks is there's going to be three tables that correspond to the three event types that we see above. And so we're going to look at the one that corresponds to the one in the middle. So if we look at that table, there you'll see a table with columns, one for severity, for function name, for time zone, and so on. And date, and PID. And then you see over to the right with the colored columns there's the parameters that were pulled out from the variable part of that message. And so they're put in, they're typed and they're in integer columns. So this is the way structuring needs to work with logs to be able to do efficient and effective anomaly detection. And as far as I know, we're the first people to do this inline. All right, so let's talk now about Vertica and why we take those tables and put them in Vertica. So Vertica really is an MPP column store, but it's more than that, because nowadays when you say "column store", people sort of think, like, for example Cassandra's a column store, whatever, but it's not. Cassandra's not a column store in the sense that Vertica is. So Vertica was kind of built from the ground up to be... So it's the original column store. So back in the cStor project at Berkeley that Stonebraker was involved in, he said let's explore what kind of efficiencies we can get out of a real columnar database. And what he found was that, he and his grad students that started Vertica. What they found was that what they can do is they could build a database that gives orders of magnitude better query performance for the kinds of analytics I'm talking about here today. With orders of magnitude less data storage underneath. So building on top of machine data, as I mentioned, is hard, because it doesn't have any defined schemas. But we can use an RDBMS like Vertica once we've structured the data to do the analytics that we need to do. So I talked a little bit about this, but if you think about machine data in general, it's perfectly suited for a columnar store. Because, if you imagine laying out sort of all the attributes of an event type, right? 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Also, I should point out, I was going to mention it in another slide or two, but we use the Vertica Eon architecture, and we have had no problems scaling that in the cloud. It's a beautiful sort of rewrite of the entire data layer of Vertica. The performance and flexibility of Eon is just unbelievable. And so I've really been enjoying using it. I was skeptical, you could get a real column store to run in the cloud effectively, but I was completely wrong. So finally, I should mention that if you look at column stores, to me, Vertica is the one that has the full SQL support, it has the ODBC drivers, it has the ACID compliance. Which means I don't need to worry about these things as an application developer. So I'm laying out the reasons that I like to use Vertica. So I touched on this already, but essentially what's amazing is that Vertica Eon is basically using S3 as an object store. 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Another couple of things that they have is they have a lot of in-database machine learning libraries. There's actually some cool stuff on their GitHub that we've used. One thing that we make a lot of use of is the sequence and time series analytics. For example, in our product, even though we do all of this stuff autonomously, you can also go create alerts for yourself. And one of the kinds of alerts you can do, you can say, "Okay, if this kind of event happens within so much time, and then this kind of an event happens, but not this one," Then you can be alerted. So you can have these kind of sequences that you define of events that would indicate a problem. And we use their sequence analytics for that. So it kind of gives you really good performance on some of these queries where you're wanting to pull out sequences of events from a fact table. And timeseries analytics is really useful if you want to do analytics on the metrics and you want to do gap filling interpolation on that. It's actually really fast in performance. And it's easy to use through SQL. So those are a couple of Vertica extensions that we use. So finally, I would like to encourage everybody, hey, come try us out. Should be up and running in a few minutes if you're using Kubernetes. If not, it's however long it takes you to run an installer. So you can just come to our website, pick it up and try out autonomous monitoring. And I want to thank everybody for your time. And we can open it up for Q and A.

Published Date : Mar 30 2020

SUMMARY :

Also, just a reminder that you can maximize your screen And one of the kinds of alerts you can do, you can say,

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Matt Smith, IFS | IFS World 2019


 

>>live from Boston, Massachusetts. It's the Q covering I. F s World Conference 2019. Brought to you by I. F. S. >>We're back at the Hynes Convention Center in Boston. This is a cube, the leader in live tech coverage. And this is our coverage of I f s World 2019 Matt Smith. This year. He's a global chief architect. Paul Dylan and I are happy to have you on Matt. Great >>pleasure to be here. Thanks very much. >>Filing. You're welcome. So business value engineering is a concept that you're a fan of on one that you've sort of promoted and evolved. What is business value? Engineering. >>So business value engineering is quite a common term in the industry, but here I affects it's a little different. Fundamentally, it's, ah, collaborative process that we use working with our customers on our partners to make sure that what we do with those customers delivers financial value to their business. So it's fundamentally about making sure what we deliver delivers value. >>So I wanna ask you a question about this because your philosophy is a company seems to be the Let the customer define value. Um, it's in their terms, not your terms, not trying to impose a value equation on them. At the same time, it's nice to be able to compare across companies or industries and firm level on DSO forth. So how do you reconcile that? Is it like balanced Scorecard is sort of pay you can tailor to yourself versus some kind of rigid methodology. How do you How do those two worlds meet in >>TV? Yes, so obviously, benchmarking across industry is really important. And there are lots of people that do that kind of work, and that's part of business value engineering. Fundamentally, it's about mutual collaboration. So it's not just about using the customers framework or that all their language is about agreeing the language. One of the challenges when you're trying to build a business relationship with with one or more parties is you have to have a common shared understanding, a common vision on a common value system so that when I say something to you, it means the same thing when you say it to me. And so part of that collaborative process requires that you worked together on business value, engineering facilitates that it's not just about producing a business case. It's really more about the process and steps that you go through to get to that business case that allows you to establish trust and understanding and clarity. >>How does this enter into the customer discussion? >>And so it enters as early as you can possibly make it. Answer rights? A. Right at the beginning, you asked the very first question, which is fundamentally, what are the business initiatives that you're trying to achieve with this potential change program? And then you have a deep discussion about what they mean. So you understand and they understand, and everybody really agrees firmly what we're trying to achieve before you get anywhere near solution. And it's really difficult as technical people. I've got a technical background to stop yourself from hearing a problem and going. I've got a solution for that on it puts that a more disciplined approach to make sure that you don't straight away go to solution to help. You really understand where you're going, how you're gonna get there and therefore what the financial benefits and metrics would be to do it. Who >>were >>the ideal stakeholders when you're doing a collaboration like this in terms of getting them involved in getting their >>implements. So you might expect the answer to be C level executives on Dove course. They're important from, ah, leadership in a direction perspective. But as it turns out from a human psychological behavior perspective, there are three personality types that are really, really suitable for this kind of engagement work that's focused around change. And if you find those three personality types and quite well understood types of people, they're the ones that tend to cause change. To happen more successfully doesn't mean there any more valuable than anybody else inside an organization, but the other right kinds of people to establish this sort of work with, and it's important you have the right number of those people in a change program. >>So change agents. So I would think like a PL manager here. She's controlling a big portion of the budget. Has thousands of people working for them would be important. Maybe not a sea level executive, but a line of business executive, the son of the field General. Could that be an example of a change agent? Not necessarily because they're trying to protect their turf, >>so not necessarily right When it comes to change, change is always hard in any company you've ever been in in all of our careers. Change is difficult, right? >>Wake up in the morning. >>Let's change. It s it's more about who were the people that lay the groundwork for that change that you follow. You listen to the influences. Now, of course, you'll have people that own the budget the financial controllers on Absolutely. They're important. Of course they are. But they may not be the personality type that causes change to happen. Business value engineering is about making sure you harness the right talent, the right skills, the right people at the right time. Thio help organizations realize the benefit off change. >>If you'll excuse me, this is not seem like a typical role for a software company to take on. Yeah, change management. What? How do you Why do you put yourself in that role? >>I think this is something that all software companies are gonna have to do. And you will see the subject of business value engineering in many software vendors. Now it's true. It's a fine line between being a business analyst and being a software vendor. they were a software provider. I think software providers that don't deliver the context on the value that they are trying to achieve with software they buy in the customers are poorer supplies because they're just trying to push technology on its fun. Technologists like myself enjoy the technology, and I'd buy technology all day long. But is it really the right thing to do? So I think it's about being morally right. You have to take the high ground and conduct that engagement in a way which in some cases, and this has certainly been true in my career, you do the business value work and you realize that you probably shouldn't do the project on. You have to have that that fortitude to say to the customer. This is actually not a great idea because the financial case doesn't support this. I think it is. Taking that moral high ground is a really important stance and software companies that do that generally those customers will come back to you in a future dark time when they've got a different problem. That perhaps does fit you. So I think it's about recognizing there's a both a short medium and a long term engagement with with with the customers that you have to maintain that >>in 2019. Given all the discussion on data digital transformation A. I cloud, I would think that data plays a crucial role in these discussions. So what role does data played? Companies understand the importance of data as it relates to the business value discussion. >>Absolutely. I think I think that data driven decision making is is pretty fundamental. A lot of people say the numbers don't lie. Maybe some statistics might be bent, but numbers don't really like, so you've got to be a capture numbers and make decisions based on those numbers. Eso One of the difficulties, though, is that for many, many years in many industries, we've been using very simple terminology and simple mathematical calculations to do these value calculations. Everybody's aware of Years ago, the software industry was awash with phrases like return on investment calculators, >>R o i N P V I R R. Even >>some of those numbers of valid right for >>a business case for sure, >>for sure, but just sticking with simple things like are always is not enough >>salad. If you treat the software as an asset. A zey expense? Essentially, >>Yeah, yeah, absolutely. But then it comes to the engagement's more than your software I like. I like Thio, I think, as a human being, the software is considerably less than half the game in any change program where you're trying to achieve value and the people they're human beings they're going to do with work are the ones that are going to generate the value. The software's a tool, and the years are very important tool. But it's a tool. So you have to think about how do you build teams that can collaborate around value, achieve the value, measure the value, capture that data but at the same time physically collaborate properly to do the work? >>So how have you apply this methodology for your customers? >>So we've done a number of things, so we've established practice inside. If s, we've made sure that every country has the capability to do business value engineering. We've hired some specialists, people who do this for a living. Andi, we are working with lots and lots of customers now on this as a Maur methodical disciplines approach. But we've also recognized that we needed to measure our existing customers benefits. So what you are existing customer base achieved with our software. So we commissioned Ah, pretty big and important study. And that was anonymous. We weren't involved other than inviting the company to go and do this work on, then unleashing them on our customer base for six months across all industries, all products on asking them to go and find out and measure what our customers really achieve with the software. >>So how was that anonymous? How it was in that you weren't doing the survey. >>We weren't doing the survey and any, um, numbers that came back. Where were anonymous? Dhe. So we couldn't say. Oh, it was this company that gave this feedback with these numbers. So it gave them a sense of freedom to be other express and share that data. >>And so you were specifically asking about the business impact of of I f s software throughout some kind of life cycle, like a before and an after? Yes, Exactly. Isn't it to be or what happened? Okay, so what'd you find >>so as a couple of surprises in the results, actually eso firstly >>tell us who did the study or is that >>yes, So the study. That's a good question, because the the choices are many. There are lots of analyst firms out there that you could use A ll do this sort of work and do it very well. The team that I worked with, we would personally had a previous relationship with I. D. C. Now we really liked I. D. C. And I've done some of this work previously with I D. C. Because they arm or they're an analyst. That has more statisticians as well as analysts. So they take a really very methodical mathematical approach. A scientist. I very much appreciated that. So we we picked them to do this work, and they take it really very, very seriously. And there were a lot of strict processes they have for how we are allowed to engage with them and talk to them during this process. On that rigor, I think, allows us to be comfortable with the numbers and for our customers to be comfortable with the numbers that they obtain because of this anonymity and the rigor they put behind. That's why we picked I. D. C. That work in terms of what we found out where they found on we now just see the report on our customers can go and see this report. We published it last week. So you're just gonna free download and look at the material from I. D. C. The first thing that was interesting about the study. It was human productivity focused. So not things like, how much inventory you hold in supply chain on. Was it reduced? It was more about how did the workers get on? What kind of mistakes did I made? L. A. Faster doing their work and more successful. And they looked at lots of different categories on the returns. The improvements ranged from just a 10% improvement. So not not a huge improvement all the way up to a 94% improvement in productivity. Human productivity. If you averaged it all out, it worked out just shy of of 19% 18 and a bit percent productivity improvement across all of the different teams from the finance function, the supply chain function, human resource functions, sales team, productivity function. So we saw a range. What was good was it pretty much didn't matter. Which category of customer or size of customer or industry. They all saw pretty similar productivity improvements, which means we can extrapolate the numbers. The second thing we saw, which was a surprise, a very pleasant surprise was that usually when you see these kinds of benefits studies, most of the value is in cost. Saving on only cost saving tends to be where asset management resource planning service management happens. Just under half of the value that the I. D. C study showed was net new revenue. The customers were finding that nearly half of the benefit was new money coming to the company. Top Line benefit. That's a little unusual. >>So let me pick. Probe Adept so productivity When I when you're saying productivity, I think revenue per employee has a simple list measure of productivity. But then you're saying there was incremental revenue, a swell independent. It first of all is is revenue per employee the right measure? Or was it more like Do we think's faster or sort of more generic measurements and specific to a task? Or was it kind of boil down to a revenue per employee? And and then how did that relate to the the incremental revenue. >>Yeah, so it was done by function by by team type. So if you look to finance and auditing and human resources and supply chain and so on so that the metrics on the you'll see in the white paper are specific to the team's specifically that role specific to that, >>right, You're not really big in insurance, but a claims adjuster could, you know, get more claims done exactly, or something like >>exactly example. So you'd find, for example, one of the statistics was around filled service engineering on how many jobs per day they couldn't do. It was reasonably specific, >>and they would attribute that directly to your software Direct. Now, as a result of installing I f s, how much would you increase your etcetera per day? >>That's why it took them six months to do the study. I mean, this is quite an in depth piece on >>how many customers that the interview. >>And so it was a cross on dhe. We gave them a challenge to do this. So it was a set of about 17 fairly large customers, which sounds like a small time. >>No, no, no, >>no. But when you do these kinds of studies, >>that's a totally legitimate number. And then thes air in depth surveys. Yeah, so it's not like it's not trivial. And and as well, revenue increases specific, too. The software. So that would have been what, like cohorts sales or service, you know, follow on sales things of that nature. >>Absolutely. And that's why we were so delighted with the report when it came back, because it was it was a really nice pleasant finding. So most companies that all the companies reported the revenue increase, but some are bigger than others. On average, it was a pretty sizable chunk, nearly half of all of the benefit. Um, and when we asked, I D C well, can you give us some kind of glimpse as to why we see such a large chunk of improved revenue? I. D. C. Said, Well, you're improving the productivity of the sales teams so they can quote faster. There's more accuracy and those quotes. The service quality is improved the speed and to get a product to market is faster, so their ability to respond to bids and tenders is better. So is actually a combination of lots of things speed error quality improvements that led to their ability to bid and win faster and better business net revenue. >>Did you attempt Thio factor in less tangible factors, such as customer satisfaction, that promoter score perceived value, customer perceived value. >>So the folk note that the focus of the study was human productivity on. And it's something that I d. C do particularly well on that that's what we gave them a target. Obviously, when we doing business value engineering, you then have to take way more than just that. Things like the benchmark dated find from a study like I. D. C. Have conducted where you take into account those soft factors on other factors outside of human productivity. So value engineering is way more than just human productivity, which is why it's an engagement model. It's something you have to do mutually together. That kind of transparency, really, is what most customers are now demanding. You know, I'm not buying technology unless I know what business outcome I'm going to obtain from this. It's just the way of the world these days. >>It could take away that so it's not just your software's not just operational impact in nature. It's more strategic. It has productivity impact, revenue impacts and obviously cost savings as well. Congratulations. That's good. How did we get this study >>out of people? You said customers can download it. Can anybody down? >>Anybody can download this U S So we've published it on our website. It's very easy to find on it. Sze freely available. We obviously have to comply with the I. D. C's. They owned the rights for the report because it was their material, but we've oversee purchased the rights to the other, distribute that material. We think it's super valuable for our customers. >>What a business model >>and super well, you know, And and if I was to write business case for it, I'd be delighted with the work that was done and I'd be happy with the outcome on. I'm sure our customers will make use of the information to be a benchmark, their own work and also hold my effects on our partners to account to help build business cases. >>Well, I you know, I know it's anonymous ized anonymous to protect the customer, but I bet you some of the customers would be willing to go public with some of this information. So hit him up. Bring him on the cube, you know, well distributed for free. If you want to charge for them. Reprint rights. Great to have you on. Thank >>you. Thank you. >>All right. Thank you for watching Paul Gill and I will be back with our next guest to wrap up I f s World 2019. You're watching the Cube from Boston?

Published Date : Oct 8 2019

SUMMARY :

Brought to you by I. Paul Dylan and I are happy to have you on Matt. pleasure to be here. So business value engineering is a concept that you're a fan of on our partners to make sure that what we do with those customers delivers So I wanna ask you a question about this because your philosophy is a company seems to be the Let the customer define and steps that you go through to get to that business case that allows you to establish trust sure that you don't straight away go to solution to help. So you might expect the answer to be C level executives on Maybe not a sea level executive, but a line of business executive, the son of the field General. so not necessarily right When it comes to change, change is always hard in any company lay the groundwork for that change that you follow. How do you Why But is it really the right thing to do? importance of data as it relates to the business value discussion. Everybody's aware of Years ago, the software industry was awash with phrases like return If you treat the software as an asset. So you have to think about how do you build teams So what you are existing customer base achieved with our How it was in that you weren't doing the survey. So it gave them a sense of freedom to be other express and share And so you were specifically asking about the business impact of of I f s surprise, a very pleasant surprise was that usually when you see these kinds of And and then how did that relate to the the incremental revenue. So if you look to finance and auditing and human resources and supply chain and so on so that the metrics So you'd find, for example, one of the statistics was around filled I f s, how much would you increase your etcetera per day? I mean, this is quite an in depth piece on So it was a set of about 17 fairly large customers, So that would have been what, like cohorts sales or service, you know, follow on sales things of that and when we asked, I D C well, can you give us some kind of glimpse as to why we see Did you attempt Thio factor in less tangible factors, So the folk note that the focus of the study was human productivity on. It could take away that so it's not just your software's not just operational impact in You said customers can download it. They owned the rights for the report because it was their material, and super well, you know, And and if I was to write business case for it, Bring him on the cube, you know, well distributed for free. Thank you. Thank you for watching Paul Gill and I will be back with our next guest to wrap up I f s World

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Darren Roos, IFS | IFS World 2019


 

>>live from Boston, Massachusetts. It's the Q covering I. F s World Conference 2019. Brought to you by I. F. S. >>Welcome back to Boston, everybody. You're watching The Cube. The leader in live tech coverage is Day one coverage of the I. F s World Conference. Darren Russo's here is the CEO of F S Darren. Thanks for coming back in the Cube. Great TV again. So last year was your first year. He was kind of laid out your vision at the World Conference. How's progress? >>Yeah, Look, it's going incredibly well. We were really focused on how we go from being a pretty fragment of global business to being, you know, an integrated business where we were able to operate. You know, its scale globally in a very homogenous way, where the customer experience was the same, irrespective where they engaged with us. And, you know, we've made a tremendous amount of progress with it, So you know, the business is growing really strongly. Net revenues up 22% year on year. I lost its revenues up 40% year on year are clouds up in the triple digits, so you know it's tough to be critical of how it's going so far. >>That's great, Great. You're growing faster than your peers. I think the stat was you gave us three Ex factory except in the industry would be awesome. Is that means that your primary benchmark do you want? You want to gain share? You want to go faster than the big whales, I presume. I >>think two things One is customer satisfaction, we believe, is the key indicator of long term success. S O. You know, we're the number one ranked European efforts. Salmon gotten appearance sites. That's that is and always will be my number. One metric. Can we be way the number one from a customer satisfaction perspective? And then I believe the revenue stats will follow and you know that's where we are. So certainly, if you look at our our core peers, the big G R P vendors, all of them are flat on. Dhe were growing 20 ships since >>one of the things you mentioned in your Cube interview last year was one of the things that you wanted to focus on was I'll call regional alignment. Paul and I used to work for I D. G. I worked for I. D. C. You were editor in chief of Computer World. We work for a company, had more offices overseas and IBM, and it was really hard to herd the cats. And that was one of the things that you cited. Have you been able to get people generally poor or at the same time? And how has that affected your business? Yeah. Look, I >>think the big challenge before I arrived was that there wasn't really a strategy of global strategy for the business. My face had a way of working and there was a strong culture, but there wasn't really a strategy. And obviously it's difficult to be critical of people when they not following the strategy when there isn't one s o. You know, Step one was really making sure that we had a strategy on DDE that was really about being focused on the five industries that we focused on, focused on three solutions on dhe focused on the six segments of customer, which is half a 1,000,000,000 to 5 billion. So now, globally, you know, irrespective the office that you go to, um anywhere in the world, they're focused on those five industries they focused on those three solutions and they're focused on their customer segments. So it helps me. P. M >>I said during our preview video video this morning that I've been around this industry as long as I f s has, until last year had never even heard of it. Is that just me being clueless? There's something there >>that we were just saying before we started that we're the definitely the biggest software business you've never heard of. Um, and and and that's common, I think, you know, we were There are a couple of factors. One is that the business was very European centric. Andi didn't really engaged in a tremendous amount of marketing and media prison. So, you know, those are elements that, you know, I think we're doing a better job off now, But we have a long way to go. The challenge that we have is that where we compete, we win when we get in and were able to tell our story, and we're able to show the value we win. We just don't get into as many deals as we need to. And that's the challenge we have. >>Yeah, there was a lot of talk this morning about the importance of those five pillars of those five industries. If you're going to become the next S A P, you're gonna have to branch out beyond that. What is your thinking about diversify >>becoming the next? They say he is definitely not my ambition, You know, I think way remain focused on customer satisfaction. And, you know, I think that there's a there's a difference. Whatever it is leading them, it's not customer satisfaction. You worked >>there for four years. >>I worked there for four years. I know. I think the big thing for me is is that we've got to stay focused on their customer voice. They focused on what delivers value for our customers beyond just the rhetoric and hyperbole. You know, I think when you when you listen to a lot of the complexity that our customers are facing today, any customers are facing. Companies are facing increasingly disruptive times, and the tech industry is making life more difficult for them. The more best of breed solutions get both. The more fragments that potential the landscape is, the more complex it becomes for customers if they have to try and figure out. How do we integrate these things and derive value from this highly fragmented landscape? So you know, we're trying to solve that problem. How do we make it easier for customers to challenge in their industry? And that's where this whole for the challenges has check comes from. How do we help him to be disruptive in their industry? Have competitive advantage? >>That seems to be a sort of a fundamentally different thing about your approach, though. Is this focus on those vertical industry's most e r P companies did not do that. Is that something that is core to your values? >>Look, I >>think what we recognize is that as you move to the cloud, you have to drive to standard. That's just the reality of going to the cloud on what's happening for the horizontal E. R B vendors. So the locks of ASAP and Oracle is that they have one e r P solution that fits every industry. So if it's good for health insurance and it's good for a bank, then it's difficult to really get your head around the fact that it could be good for a defense manufacturer, but the functional requirements is simply vastly different on that means that you have to customize them. If you have to customize that, they can go to the cloud. So what we believe is that you have to have this vertical specialization, the five industries that we serve us all. A lot of commonality in the process is that they use. And that's why that vertical strategy is so key to our success. So you won't see us going into financial service is, or health care or retail worth that core application. We may in time in many years to come branch out. That will be a different solutions. >>So your tailor, that app for that module for that industry, Yes, just go deep, deep functionality. You're known for that, but at the same time you're also messaging. You want your customers to be able to tailor this for their environment. So square that circle for me. >>So I think when we talk about a choice and and I think tailoring is the wrong word, we talk about choice. We're talking about choice of deployments on Prem or in the cloud choice of customer choice of partner, rather who they're going to deploy with on Dhe, then The solution is really an industry solution that comes with that functional death. And we don't we don't advocate their customers customized that all. We really don't want them to customize it. What we explain to them in some detail is that the real value comes from adopting the solution for two standard and staying on a vanilla application. Because that vanilla application, you're going to be able to withstand future upgrades, the total cost of ownership gets lower. The processes that are embedded in that application or best of breed at the box. That's what they're intended to do, and that works when you have a vertical application. When you have a horizontal application and you're trying to have a do things that it shouldn't naturally be doing, that becomes company. >>Well, correct me if I'm wrong, but wasn't that essentially the message ASAP had when it went through? It's hyper growth in the late nineties. I mean, there was a Y two k thing there, too, but ah, lot of the message was around. Do it our way and and then you don't have to get stuck in a rut, >>So I think that when it came out with that generation of application. That certainly was what they had hoped would happen. But what happened in practice is that the system integrators came in and the whole business process reengineering explosion happened on Dhe. That's not how it how it manifested itself. So what you see is, you see, he's very large, monolithic ASAP applications that were customized over in some cases decades, not not. You know, if a customer is deploying for two standard, then they should be able to deploy in a period mission. In weeks, we spoke about our deployment with Racing Point. If one team and going live in 12 weeks, you know, we're a 700 million global business. We deployed a knife s in 24 weeks. You know, if a customer's deploying for two standard, it's measured in weeks. As soon as they start to talk about two years or three years or five years or seven years there, customizing the solution significantly. Yeah, I >>mean, it became just sort of a perpetual upgrade, maintenance and up for the time it had a business impact. But boy, you think a cloud today agility, you know, getting rid of waterfall approaches, Missus. Antithetical to today's Look >>what I don't point fingers here. I think that this just maturity come with experience. The line of business applications you'll see our EMS and your HR solutions have taught people that you can, if you think about this is look at sea. Are Emma's an example? You had Siebel before people would implement stable. They would customize Siebel that would take long implementations. They were highly bespoke applications and then sells. Force came along and just destroyed them, and they destroyed them. Because what people learned very quickly was that there was a really easy to consume, really easy to use application that functionally might be inferior. But the compromises that you'd make from a functionality perspective will weigh, outweighed by their time to value in ease of use. And and the learnings from CR mnh are in procurement. Those line of business applications have now being backed into in the e. R. P >>world. So in terms of capital allocation, you're owned by private equity, which is actually a public company. I'm interested in how you're allocating capital R and D, where you're where your emphasis is. You don't have to you have to do stock buy back, but, you know, describe the P relationship. >>So look, one of my learning's to see survive this is that not all private equity firms or equal they have different strategies are very fortunate to be with Ekiti, who are a growth investor. They're known as a growth investor on dhe, and they buy companies that are strong growth tech firms on dhe. They've been hugely supportive of us investing because they understand that the investment in technology is important. So, you know, just looking at some detail today we invest twice as much in R and D as we did three years ago, just to give you, you know, one data point. So there's a big focus on technology, and the thing is, is that we we have to invest in technology to drive those attributes that are discussed earlier. How do we How do we enable customers to adopt a solution? It's a standard so they can go alive quicker. How do we enable customers to be able to sit down in the front of the application like we do with the mobile phone and intuitively know how to use it? How do we reduce the total cost of ownership through automation. Those are capabilities that you know that they don't come for free. We have to invest in them. So big investments in technology. And >>I think the private equity guys, at least the modern ones, have realized Why should the V. C's have all the fun they realize? Hey, we can actually put some money in tow and the transforming we can have a bigger exit and actually make much better returns than sucking the company drive. Yeah, well, look, I think the other >>thing is is that you know, in public companies, you have the downside off. You know this this courtly metric Ondas quarterly cadence. Andi, you see very compromising decisions being made because you know, people can't afford to miss 1/4. There's no long term planning that's done on dhe. That's fundamentally not the case and the private equity world, you know, not unusual now for four p firms to hold companies for 5678 years on, and that allows you to take a very long term strategic view. If if if a shift from perpetual to subscription is the right thing to happen, they can do that without worrying that, you know, because of the definite earnings are revenue that you're going to get caned by the market next quarter. Andi. I think that that needs to, I think, better decision making for the long term. >>A lot of companies are struggling. >>If you have the right P for because you get bought by the firm of events, you want to go public. But the the you said something this morning that 50% of your customers each year or net knew, How are you pulling that off >>That 50% of our license revenue? Eso way we went about 300 odd new customers a year. Obviously, that's growing, as I said, you know, 40%. But you know, it's ah, I think, having done this for 25 years, there are companies that are or good at extracting revenue from their installed based. One of the analysts here has as a hashtag wallet Fracking is what do you think It's such a great So you know, they're good at Wallick fracking and and I think the customers that that our customers off those vendors know exactly who they are and you know I think that for us to that the fact that we're able to go out and win 50% of our license revenue from net new name customers, I think is a really strong indicator of the health of the business. It's much harder to do than just extracting revenue out of the install base. You know, we don't have a compliance practice. We've never charged a customer for you in direct access. You know, these are principles that we stand by, and it's easier to say that your customer centric on get 80% of your revenue, have your installed base because you're doing compliance rounds. But, you know, we put our money where our mouth is, and that's not that's not how we do it. >>Are these net new customers? Are they? Are they migrating from QuickBooks or they migrating from a Competitors >>know, because of the segment that we're in this half a 1,000,000,000 to 5 billion? I would say the majority of them are what I would call first generation the Rp solution. So you know you're talking about you know, the original generation of Microsoft's acquisitions, the divisions and the eggs actors and the Solomon's and so on on. And then, you know, it's a P R two and our three customers you're talking about customer sitting on, you know, the solutions that in for hoovered up the matrix B picks type customers, ace 400 customers. So they're you know, they're first generation your P solutions that simply don't have the flexibility to deal with the complexity and demands of modern business world. >>From 2009 about 2017 I f. S was pretty inquisitive and then just actually, I was gonna ask you >>when I started, you stopped >>it, right? But then, you know, today you announced an extra small acquisition, But how should we think about M and a >>look? The first year for me was really about trying to build a functional business. You know, we spoke about how fragmented this really hit to Jenna's business. Andi just occurred to me. You know, if we go out and we start to buy things, how do we integrate them into a business that's completely fragments? And you know, it had no identity or culture. So, you know, the last year has been focused on how do we build their common understanding of what it is that we're doing. We now have a very clear strategy. Five industries, three solutions, one segment. And you know, when you when you have that clarity of vision that it's really easy to guard and do him and I because you know what fits and what doesn't fit, you can understand exactly how you're gonna build value for customers on dhe. That's why the S t a deal is so good for us. Because we're now the undisputed leader in field service management, you know, 8000 our customers globally, which is way more than anybody else. Scott, Andi, you know, you should absolutely expect more from us. But it will be in the five industries, three technology segments and one customers. Isaac. >>Well, in the A p I enablement should obviously facility. >>Absolutely. I mean, I was just with a partner of ours now, and they have this amazing augmented reality solution. You know, it will be a combination of off going out there to build market, share a cz well, as finding you know, really innovative solutions that can help us advance the technology that we provide customers. >>You have a new slogan this year for the challengers, which seems to be aimed at companies that that imagine themselves as challenging the Giants, which is great. But if you're not a company that season sees themselves that way. Are the studies level home with I have s Look, >>I I think I was with a group of CEOs from one of the big analyst rooms, and they had the portfolio companies and their private equity firm and analysts that CEOs of the companies are having a conversation with him about digital transformation. And I I made a rather provocative statement which, you know, got unanimous agreement, which is that all of the CEOs there with either in an industry that was being disrupted and we're trying to figure out how they respond to that disruption or they would soon not every job and they all acknowledge that they absolutely fit into that category. In other words, all of them were being disrupted. All of them were facing a challenge. It was kind of like, you know, if it is happening to all of us at a more rapid pace than we have ever had before. So my view is, is that you know if if you're in the room and you're going, you know, if it's might not be for us because we're not a challenger. Yeah, The lights may not be on >>for Long s o double click on that. What role does I s play in terms of digital transformation? >>If I could just hold on there because the thing is, there are leaders in Mama, there challenges. And there are leaders. The leaders typically are gonna go with seif solution. They're gonna go with one of the legacy our peace. So I'm not suggesting that everybody necessarily is a challenger. There are leaders, you know, Nokia was a leader until they weren't because they were complacent. Andi, I think they you know, they didn't run on I office. So, you know, I think there are two segments. There are leaders and there are challenges, and we're there for the ones that are ready to disrupt. Sorry. >>Please clarify that. No. Good. So So get back to it. Sort of digital transformation and disruption. What do you see? Is the role of AARP generally, but specifically I f s. >>Look, I think we digital information. A lot of discussion about it on the stage this morning. I've just touched on it now. I think that it takes very different forms. What most industries are finding is that they're facing a lot of non traditional competition and they're having to innovate around their business models. They can't going to market in the same way as they did before. They're having to innovate because of this non traditional competition. Andi. Understanding your your customer's understanding, your your staff, understanding your supply chain understanding your financials are all critical parts of being able to respond to whatever their changes, and that's where the RP solution comes into it. I think there's an interesting challenge now, which is that as those applications have become more fragmented and you've got more based debris cloud applications Ah, lot of the value often E. R P was that you had this integrated set of applications that you had this one source of the truth andan. Fortunately for many customers today, they don't have that because they've got import all of these best of breed applications and they don't have one source of the truth that multiple invoices made it multiple versions of their customer in the databases. Andi we still stand for a single integrated the r p. So, you know, I think understanding those elements of your businesses key. I was with a customer of ours in Nebraska a short while ago, and they were talking about our existing office customer. They were talking about the steel import duties that were imposed through the trade war with China. And they were saying, Look, that they had been able to respond to that in a way that they had good visibility of the supply chain, who was improved, imposing the tariffs, how they were going to impact them when they were going to impact them. And because they had this integrated Siara AARP. They were able to pass those pricing changes onto their customers, and they survived this. What could have been a cataclysmic event for their business had they not had an integrated your pee? They not being able to have this visibility into the supply chain and the customer base. They may well have gone out of business just because of that one change >>to meet all day and all comes back to the data, putting their putting data at the core of their business. That integrated data pipeline is essentially what they get out of that last question. So thinking about the next 18 to 24 months, what are the milestones that observers should look for? One of the barometers that we should be watching. >>So look, in the next two years, it's it's really about us building incremental scale. We have, ah, four year plan, which I built when I came in. We're halfway through that plan. We've hit all of the metrics and exceeded most the metrics that we had on their plan. It's really continue to focus on the strategy. As I said, we focus on those five industries, continue to build market share, continue to focus on those three solution types and build market share and market dominance on those three solutions. Andi in that segment that I defined before, so no change from a strategy perspective. I think there's really value in the consistency that we bring on on their talk track and, you know, along the way we passed the $1,000,000,000 mark, which we will do, I think, in 2021 organically if we accelerate, some of the money will pass the 1,000,000,000 before, but you know business. The margins continue to expand. We focus on customer satisfaction and, you know, it's a It's a pretty straight, you know, traditional prey book that we have to execute on now. >>Well, congratulations. It's a great playbook, and you're growing very nicely. So love that. Look, we really an honor to the last couple of years. Learn a little bit about the company in your industry. So appreciate meeting you guys. Thank you. All right. And thank you for watching over right back with our next guest. Ready for this short break day Volonte with Paul Gill in. You're watching the Cube from I f s World Conference from Boston 2019 right back.

Published Date : Oct 8 2019

SUMMARY :

Brought to you by I. Thanks for coming back in the Cube. business to being, you know, an integrated business where we were I think the stat was you gave us three Ex factory except in the And then I believe the revenue stats will follow and you know that's where we are. one of the things you mentioned in your Cube interview last year was one of the things that you wanted to focus on was you know, irrespective the office that you go to, um anywhere in the world, they're focused on those five industries Is that just me being clueless? Um, and and and that's common, I think, you know, we were There are a couple of factors. What is your thinking about diversify And, you know, I think that there's a there's a difference. You know, I think when you when you listen to a lot of the That seems to be a sort of a fundamentally different thing about your approach, though. but the functional requirements is simply vastly different on that means that you have to customize You're known for that, but at the same time you're That's what they're intended to do, and that works when you have a vertical application. Do it our way and and then you don't have to get stuck in a rut, So what you see is, you see, he's very large, monolithic ASAP applications that were customized over But boy, you think a cloud today agility, you know, taught people that you can, if you think about this is look at sea. You don't have to you have to do stock buy back, but, you know, So, you know, just looking at some detail today C's have all the fun they realize? That's fundamentally not the case and the private equity world, you know, not unusual But the the you said something this morning that 50% of your customers But you know, it's ah, So they're you know, they're first generation your P solutions then just actually, I was gonna ask you easy to guard and do him and I because you know what fits and what doesn't fit, you can understand exactly how you're gonna build value share a cz well, as finding you know, really innovative solutions that can help Are the studies level home with I have s And I I made a rather provocative statement which, you know, got unanimous agreement, for Long s o double click on that. I think they you know, they didn't run on I office. What do you see? So, you know, I think understanding those elements of your businesses key. One of the barometers that we should be watching. on on their talk track and, you know, along the way we passed the $1,000,000,000 mark, So appreciate meeting you guys.

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