>>How do y'all, and welcome back to Supercomputing 2022. We're the Cube, and we are live from Dallas, Texas. I'm joined by my co-host, David Nicholson. David, hello. Hello. We are gonna be talking about data and enterprise AI at scale during this segment. And we have the pleasure of being joined by both Dell and Navidia. Anthony and Bob, welcome to the show. How you both doing? Doing good. >>Great. Great show so far. >>Love that. Enthusiasm, especially in the afternoon on day two. I think we all, what, what's in that cup? Is there something exciting in there that maybe we should all be sharing with you? >>Just say it's just still Yeah, water. >>Yeah. Yeah. I love that. So I wanna make sure that, cause we haven't talked about this at all during the show yet, on the cube, I wanna make sure that everyone's on the same page when we're talking about data unstructured versus structured data. I, it's in your title, Anthony, tell me what, what's the difference? >>Well, look, the world has been based in analytics around rows and columns, spreadsheets, data warehouses, and we've made predictions around the forecast of sales maintenance issues. But when we take computers and we give them eyes, ears, and fingers, cameras, microphones, and temperature and vibration sensors, we now translate that into more human experience. But that kind of data, the sensor data, that video camera is unstructured or semi-structured, that's what that >>Means. We live in a world of unstructured data structure is something we add to later after the fact. But the world that we see and the world that we experience is unstructured data. And one of the promises of AI is to be able to take advantage of everything that's going on around us and augment that, improve that, solve problems based on that. And so if we're gonna do that job effectively, we can't just depend on structured data to get the problem done. We have to be able to incorporate everything that we can see here, taste, smell, touch, and use >>That as, >>As part of the problem >>Solving. We want the chaos, bring it. >>Chaos has been a little bit of a theme of our >>Show. It has been, yeah. And chaos is in the eye of the beholder. You, you think about, you think about the reason for structuring data to a degree. We had limited processing horsepower back when everything was being structured as a way to allow us to be able to, to to reason over it and gain insights. So it made sense to put things into rows and tables. How does, I'm curious, diving right into where Nvidia fits into this, into this puzzle, how does NVIDIA accelerate or enhance our ability to glean insight from or reason over unstructured data in particular? >>Yeah, great question. It's really all about, I would say it's all about ai and Invidia is a leader in the AI space. We've been investing and focusing on AI since at least 2012, if not before, accelerated computing that we do it. Invidia is an important part of it, really. We believe that AI is gonna revolutionize nearly every aspect of computing. Really nearly every aspect of problem solving, even nearly every aspect of programming. And one of the reasons is for what we're talking about now is it's a little impact. Being able to incorporate unstructured data into problem solving is really critical to being able to solve the next generation of problems. AI unlocks, tools and methodologies that we can realistically do that with. It's not realistic to write procedural code that's gonna look at a picture and solve all the problems that we need to solve if we're talking about a complex problem like autonomous driving. But with AI and its ability to naturally absorb unstructured data and make intelligent reason decisions based on it, it's really a breakthrough. And that's what NVIDIA's been focusing on for at least a decade or more. >>And how does NVIDIA fit into Dell's strategy? >>Well, I mean, look, we've been partners for many, many years delivering beautiful experiences on workstations and laptops. But as we see the transition away from taking something that was designed to make something pretty on screen to being useful in solving problems in life sciences, manufacturing in other places, we work together to provide integrated solutions. So take for example, the dgx a 100 platform, brilliant design, revolutionary bus technologies, but the rocket ship can't go to Mars without the fuel. And so you need a tank that can scale in performance at the same rate as you throw GPUs at it. And so that's where the relationship really comes alive. We enable people to curate the data, organize it, and then feed those algorithms that get the answers that Bob's been talking about. >>So, so as a gamer, I must say you're a little shot at making things pretty on a screen. Come on. That was a low blow. That >>Was a low blow >>Sassy. What I, >>I Now what's in your cup? That's what I wanna know, Dave, >>I apparently have the most boring cup of anyone on you today. I don't know what happened. We're gonna have to talk to the production team. I'm looking at all of you. We're gonna have to make that better. One of the themes that's been on this show, and I love that you all embrace the chaos, we're, we're seeing a lot of trend in the experimentation phase or stage rather. And it's, we're in an academic zone of it with ai, companies are excited to adopt, but most companies haven't really rolled out their strategy. What is necessary for us to move from this kind of science experiment, science fiction in our heads to practical application at scale? Well, >>Let me take this, Bob. So I've noticed there's a pattern of three levels of maturity. The first level is just what you described. It's about having an experience, proof of value, getting stakeholders on board, and then just picking out what technology, what algorithm do I need? What's my data source? That's all fun, but it is chaos over time. People start actually making decisions based on it. This moves us into production. And what's important there is normality, predictability, commonality across, but hidden and embedded in that is a center of excellence. The community of data scientists and business intelligence professionals sharing a common platform in the last stage, we get hungry to replicate those results to other use cases, throwing even more information at it to get better accuracy and precision. But to do this in a budget you can afford. And so how do you figure out all the knobs and dials to turn in order to make, take billions of parameters and process that, that's where casual, what's >>That casual decision matrix there with billions of parameters? >>Yeah. Oh, I mean, >>But you're right that >>That's, that's exactly what we're, we're on this continuum, and this is where I think the partnership does really well, is to marry high performant enterprise grade scalability that provides the consistency, the audit trail, all of the things you need to make sure you don't get in trouble, plus all of the horsepower to get to the results. Bob, what would you >>Add there? I think the thing that we've been talking about here is complexity. And there's complexity in the AI problem solving space. There's complexity everywhere you look. And we talked about the idea that NVIDIA can help with some of that complexity from the architecture and the software development side of it. And Dell helps with that in a whole range of ways, not the least of which is the infrastructure and the server design and everything that goes into unlocking the performance of the technology that we have available to us today. So even the center of excellence is an example of how do I take this incredibly complex problem and simplify it down so that the real world can absorb and use this? And that's really what Dell and Vidia are partnering together to do. And that's really what the center of excellence is. It's an idea to help us say, let's take this extremely complex problem and extract some good value out of >>It. So what is Invidia's superpower in this realm? I mean, look, we're we are in, we, we are in the era of Yeah, yeah, yeah. We're, we're in a season of microprocessor manufacturers, one uping, one another with their latest announcements. There's been an ebb and a flow in our industry between doing everything via the CPU versus offloading processes. Invidia comes up and says, Hey, hold on a second, gpu, which again, was focused on graphics processing originally doing something very, very specific. How does that translate today? What's the Nvidia again? What's, what's, what's the superpower? Because people will say, well, hey, I've got a, I've got a cpu, why do I need you? >>I think our superpower is accelerated computing, and that's really a hardware and software thing. I think your question is slanted towards the hardware side, which is, yes, it is very typical and we do make great processors, but the processor, the graphics processor that you talked about from 10 or 20 years ago was designed to solve a very complex task. And it was exquisitely designed to solve that task with the resources that we had available at that time. Time. Now, fast forward 10 or 15 years, we're talking about a new class of problems called ai. And it requires both exquisite, soft, exquisite processor design as well as very complex and exquisite software design sitting on top of it as well. And the systems and infrastructure knowledge, high performance storage and everything that we're talking about in the solution today. So Nvidia superpower is really about that accelerated computing stack at the bottom. You've got hardware above that, you've got systems above that, you have middleware and libraries and above that you have what we call application SDKs that enable the simplification of this really complex problem to this domain or that domain or that domain, while still allowing you to take advantage of that processing horsepower that we put in that exquisitely designed thing called the gpu >>Decreasing complexity and increasing speed to very key themes of the show. Shocking, no one, you all wanna do more faster. Speaking of that, and I'm curious because you both serve a lot of different unique customers, verticals and use cases, is there a specific project that you're allowed to talk about? Or, I mean, you know, you wanna give us the scoop, that's totally cool too. We're here for the scoop on the cube, but is there a specific project or use case that has you personally excited Anthony? We'll start with that. >>Look, I'm, I've always been a big fan of natural language processing. I don't know why, but to derive intent based on the word choices is very interesting to me. I think what compliments that is natural language generation. So now we're having AI programs actually discover and describe what's inside of a package. It wouldn't surprise me that over time we move from doing the typical summary on the economic, the economics of the day or what happened in football. And we start moving that towards more of the creative advertising and marketing arts where you are no longer needed because the AI is gonna spit out the result. I don't think we're gonna get there, but I really love this idea of human language and computational linguistics. >>What a, what a marriage. I agree. Think it's fascinating. What about you, Bob? It's got you >>Pumped. The thing that really excites me is the problem solving, sort of the tip of the spear in problem solving. The stuff that you've never seen before, the stuff that you know, in a geeky way kind of takes your breath away. And I'm gonna jump or pivot off of what Anthony said. Large language models are really one of those areas that are just, I think they're amazing and they're just kind of surprising everyone with what they can do here on the show floor. I was looking at a demonstration from a large language model startup, basically, and they were showing that you could ask a question about some obscure news piece that was reported only in a German newspaper. It was about a little shipwreck that happened in a hardware. And I could type in a query to this system and it would immediately know where to find that information as if it read the article, summarized it for you, and it even could answer questions that you could only only answer by looking pic, looking at pictures in that article. Just amazing stuff that's going on. Just phenomenal >>Stuff. That's a huge accessibility. >>That's right. And I geek out when I see stuff like that. And that's where I feel like all this work that Dell and Invidia and many others are putting into this space is really starting to show potential in ways that we wouldn't have dreamed of really five years ago. Just really amazing. And >>We see this in media and entertainment. So in broadcasting, you have a sudden event, someone leaves this planet where they discover something new where they get a divorce and they're a major quarterback. You wanna go back somewhere in all of your archives to find that footage. That's a very laborist project. But if you can use AI technology to categorize that and provide the metadata tag so you can, it's searchable, then we're off to better productions, more interesting content and a much richer viewer experience >>And a much more dynamic picture of what's really going on. Factoring all of that in, I love that. I mean, David and I are both nerds and I know we've had take our breath away moments, so I appreciate that you just brought that up. Don't worry, you're in good company. In terms of the Geek Squad over >>Here, I think actually maybe this entire show for Yes, exactly. >>I mean, we were talking about how steampunk some of the liquid cooling stuff is, and you know, this is the only place on earth really, or the only show where you would come and see it at this level in scale and, and just, yeah, it's, it's, it's very, it's very exciting. How important for the future of innovation in HPC are partnerships like the one that Navia and Dell have? >>You wanna start? >>Sure, I would, I would just, I mean, I'm gonna be bold and brash and arrogant and say they're essential. Yeah, you don't not, you do not want to try and roll this on your own. This is, even if we just zoomed in to one little beat, little piece of the technology, the software stack that do modern, accelerated deep learning is incredibly complicated. There can be easily 20 or 30 components that all have to be the right version with the right buttons pushed, built the right way, assembled the right way, and we've got lots of technologies to help with that. But you do not want to be trying to pull that off on your own. That's just one little piece of the complexity that we talked about. And we really need, as technology providers in this space, we really need to do as much as we do to try to unlock the potential. We have to do a lot to make it usable and capable as well. >>I got a question for Anthony. All >>Right, >>So in your role, and I, and I'm, I'm sort of, I'm sort of projecting here, but I think, I think, I think your superpower personally is likely in the realm of being able to connect the dots between technology and the value that that technology holds in a variety of contexts. That's right. Whether it's business or, or whatever, say sentences. Okay. Now it's critical to have people like you to connect those dots. Today in the era of pervasive ai, how important will it be to have AI have to explain its answer? In other words, words, should I trust the information the AI is giving me? If I am a decision maker, should I just trust it on face value? Or am I going to want a demand of the AI kind of what you deliver today, which is No, no, no, no, no, no. You need to explain this to me. How did you arrive at that conclusion, right? How important will that be for people to move forward and trust the results? We can all say, oh hey, just trust us. Hey, it's ai, it's great, it's got Invidia, you know, Invidia acceleration and it's Dell. You can trust us, but come on. So many variables in the background. It's >>An interesting one. And explainability is a big function of ai. People want to know how the black box works, right? Because I don't know if you have an AI engine that's looking for potential maladies in an X-ray, but it misses it. Do you sue the hospital, the doctor or the software company, right? And so that accountability element is huge. I think as we progress and we trust it to be part of our everyday decision making, it's as simply as a recommendation engine. It isn't actually doing all of the decisions. It's supporting us. We still have, after decades of advanced technology algorithms that have been proven, we can't predict what the market price of any object is gonna be tomorrow. And you know why? You know why human beings, we are so unpredictable. How we feel in the moment is radically different. And whereas we can extrapolate for a population to an individual choice, we can't do that. So humans and computers will not be separated. It's a, it's a joint partnership. But I wanna get back to your point, and I think this is very fundamental to the philosophy of both companies. Yeah, it's about a community. It's always about the people sharing ideas, getting the best. And anytime you have a center of excellence and algorithm that works for sales forecasting may actually be really interesting for churn analysis to make sure the employees or students don't leave the institution. So it's that community of interest that I think is unparalleled at other conferences. This is the place where a lot of that happens. >>I totally agree with that. We felt that on the show. I think that's a beautiful note to close on. Anthony, Bob, thank you so much for being here. I'm sure everyone feels more educated and perhaps more at peace with the chaos. David, thanks for sitting next to me asking the best questions of any host on the cube. And thank you all for being a part of our community. Speaking of community here on the cube, we're alive from Dallas, Texas. It's super computing all week. My name is Savannah Peterson and I'm grateful you're here. >>So I.

(upbeat music) >> Welcome back to Fal.Con 22. We're here at the ARIA hotel in Las Vegas. We're here in Las Vegas, a lot. Dave Nicholson, Dave Alante. Fal.Con 22, wall to wall coverage, you're watching theCUBE. Anthony Kunya is here. He's the chief information security officer at Mercury Financial. And he's joined by his deputy CISO, Alex Arengo. Welcome, gentlemen. >> Good to see you. >> Thank you very much. Good to be here. Thank you for the opportunity to speak. >> Yeah, so this is a great event. This is our first time being at the, a CrowdStrike customer event. We do a lot of security shows, but this is really intimate. We got a high flying company. Tell us first about, of Mercury Financial. What are you guys all about? >> Oh, that's a fantastic question. Let's leeway into that. So Mercury Financial is a credit card company that serves people who are near prime. So be it some kind of hardship in their life. They had something impacted, be a financial impact, maybe a medical impact, an emergency, something, a death family where somehow their credit was impacted. We give 'em the opportunity through our motto, better credit, better life, to build up that credit score to add livelihood to their ability to be financially stable. >> I mean, I think this is huge because you know, so many people it's like, okay, one strike and you're out. >> Right. >> You know, that's just not right. You got- >> No, not at all. >> You got to give people another chance. And so there's so much talent out there. I think about some of the mistakes I made, Dave, when I was a younger man, but- >> No comment. >> Right. So I heard a stat today that I thought was great. Did you guys see the keynote? >> Yes. >> Of course. >> So in the keynote, the, they did the thing at Black Hat but they said what's XDR and I thought- Anthony] Oh goodness. >> My favorite, and I'm not going to ask you what XDR is. >> Okay, good, thank God. >> But my favorite answer was a holistic approach to endpoint security. And, you know, I think as a CISO you have to take a holistic approach to a security- >> Of course. >> Okay. >> Maybe talk about, a little bit about how you do that. >> Wow, a holistic approach I would say and I could, I'll give you an opportunity to speak as well, but a holistic approach it's people processes in technology. So a holistic approach would be, it isn't one box that you check. It's not a technology that is a silver bullet that fixes anything. Those technologies, those services are implemented by people. So good training, our human firewall, the forefront of implementing those technologies to build those processes and incorporate people and a level of sincerity and integrity that we build. So I feel like a holistic approach is both cyber culture to build the cyber resilience program that we so dearly need. >> And I could spend all day talking about security organizations, SecOps, DevSecOps, data SecOps, et cetera, but, but Alex, how, what is your role as the deputy CISO? How do you compliment what Anthony does? >> I got to bring it all together, right? So technically, what are we putting in place? What are the requirements that these stakeholders have? Their needs, their wants. We all have something that we need and want in our environment as an employee, as a customer, as a stakeholder. How do do we get that to market? How can we get it there quickly? You know, and it's really about finding the partners that can get us there, right? That can leverage us, that can force multiply us. >> Yes. >> You know, give my people more time to get the work done, the good work. >> Right, the hard work, of course. >> So paint a picture. You know, we hear a lot about all the different, the bevy of tools, the, how complicated CISOs tell us all the time, that we just don't have enough talent. We're looking for partners to help us compromise, but paint a picture of your environment and how you guys use CrowdStrike. >> Oh, that's a good one. Do you want to take this one? >> Great one, right? I mean, we leverage CrowdStrike at every way we can. We're a Fal.Con complete customer. So they're an extension of our team. They're an extension of our SOC right? >> Yeah. >> We leverage them for many things. We leverage them to understand the risk in our environment. Where we're at in zero trust. How we can really bring a lot of the new processes that the business wants to market, right? How can we get there as fast as possible? Can we make it secure, right? I'm a Mercury card customer also. So I'm, I have a vested interested in that. And I like to drive that, that's, so it comes down to can you align your holistic approach, or your organizational goals and bring that to a really good security product that is world class? >> And I can add a little bit to that as well. So I look at it as a triangle. So we leverage Fal.Con complete as that first level, tier one triage, people who do and understand the product extremely well, we leverage them quite a bit. We also have a VSOC service that we have this like, consider tier two or the middle of the triangle, by Verse, right? >> Yeah. >> Fantastic boutique security company that just has been working with us year over year, innovation, strategic initiatives, always there to play. And then Alex Arengo, and the threat management team, is our top tier, that's tier three, that's the top of the pyramid. By the time it bubbles up to Alex, that's when the real work happens, everyone's triaging, collecting data, putting together pieces. And then Alex and his teammates, and people that he's trained, fantastic, comes and puts it all together and paints a picture so we can then take that information and describe it in layman's terms, simple terms, to the business, to make them understand the level of risk, what we have to do to get to, and through that attack, or that indication of compromise, et cetera, so that we can remediate it, rectify it. >> Right, it's building that security culture foundation, right? It's getting everyone to buy into that. >> Yeah. >> It's a holistic approach and it's really the best way to do it, right? You get bought in from the stakeholders understand what they need to do, and what the goals of the business are. And it really works really well >> We journey together. >> We build a program together. >> Dave, I think that that cultural aspect is critical. Cause I've said many times, bad user behavior trumps good security every time. >> Yeah, absolutely. >> Oh goodness. >> Every time. >> Nicely put, I like that. >> So, I know we're early in the week still, but we did have the keynote. Is there anything that you are hearing, in terms of vision, that peaks your interest specifically, and then also sort of the follow up question is, are you guys kind of like lifeguards who can't ever relax at the beach? >> That's why I have a deputy CISO. Well, nobody can take time off, we have to share this. Of course we do. Most definitely. What would you say would be the next, most innovative thing that were looking for? >> Yeah, what's the next big thing, as far as you're concerned? >> The next biggest thing is definitely building the relationships we have. As we bring in new technologies, we go even more Cloud native. How do we leverage that expertise, that of the partners that we're bringing on board like Zscaler, CrowdStrike, Verse, right? How do we make them a part of the team, and make them perform, bring that world class quality talent across the spectrum, you know, from DevOps to that security analyst, picking up the phone and saying, I'm not really sure what's going on, but there's a culture that's built there where everybody comes to the table to feed, right? We all eat together. >> The ecosystem. >> Yes. >> That is the tooling that we leverage day in and day out. That's how we sleep at night. We have to pick our partners. >> You know, we talked about the ecosystem up front, and you look around, you can see the ecosystem and it's growing. >> Yes. >> And I predict it's going to grow a lot more. >> Yes. >> That's, and it has to, right? I mean, exactly what you're saying is that no one company can do it alone. And we heard, you know, we heard, it is confusing. You hear CrowdStrike's doing Identity, but then they partner with Okta. Right, and they're here out on the floor. So that's what you guys need. Talk a little bit more about the importance of ecosystem and partnerships from your perspective. >> Oh I got a good one for this. So I use the metaphor of having a restaurant. So we run a restaurant really well. We know what we want in the menu. We have a chef, we know how we want to put together, but we need excellent ingredients. You make muffins well. Bring your muffin into the restaurant. That brings and builds that rapport. That I want the menu to be rich and empower people to come in and say, you know, I've never had scallops or octopus before, I hear you guys make it better than anyone else, well, our ingredients are fantastic. Therefore, no matter what we do when we present it, it's perfect, it's palatable. >> Yeah. That's great. You're not making ice cream, but you're serving it. >> I can't, if you ever want to show us. >> We're just converging our bakery, you know? >> Yeah, yeah, yeah, salt, salt is the key. >> We're just working the bakery part out, yeah. >> Okay, I want to ask you about Cloud because you know, in 2010, 2011, when you talk to a financial services firm, Cloud, no, that's an evil word, now everybody's Cloud first. George Kurts talks about how, I mean essentially CrowdStrike is dogmatic. We are Cloud native. We have a Cloud native architecture. I know Gartner has this term CNAP or Cloud native application platform. So what does the Cloud mean to you guys? How does it fit in? What does Cloud native architecture do for you? >> It lets us converge everything we've been talking about. How do we, you know, that's a really big struggle that all security teams are having at, having today. How do I converge threat intelligence? How do I converge the environment that I'm in? How do I converge the threat intel that's coming in, right? All this, you're getting, security teams are constantly on a swivel, right? They're looking left, they're looking right. They're trying to identify what to do first. And you bring in the right partners. >> Yes. >> And you get in, you build the right program. You cement that culture internally. And it really provides dividends. >> You know what I think as well, Dave, is in the past, everyone was more data center based. >> Right. >> The Cloud was like a thing we'd forklift, we'd move over, we were born in the Cloud. So Cloud native Application protection is something that we need and will drive innovation. Will align with our strategic initiatives. We need people to think like the Cloud is what's happening. Super Cloud, some of the things that we spoke about. >> Yeah, so I was at, when we were at reinforced, I had this new mental model emerge, and it sort of hit me in the face. And you tell me, I'd love to talk to practitioners to say, yeah, that makes sense or, no, that's crap. So it seems like the Cloud has become the first line of defense for CISOs. Now you're Cloud first or Cloud native, so, okay. But then now you've got the shared responsibility model. And I don't know if you use multiple Clouds. Do you use multiple Clouds? >> We cannot say. >> Cannot say, okay, let's assume for a second, your, some of your colleagues, CISO colleagues, use multiple Clouds. >> They should, okay, sure. >> Now they've got multiple shared responsibility models. Now you've got also the application development team. They're being asked to be the pivot point to actually execute, they got to secure the platform. They got to secure the containers, their run time. >> Workloads, yes. >> And then you got audit behind you is kind of the last line of defense. So things are shifting. Describe sort of the organizational dynamic that you see, not necessarily specific to Mercury Financial, or that would be cool, but generally in the industry. >> Oh, I would say, I could say this, that having Cloud, multitenancy Cloud or the super Cloud model where we could abstract our services our protection, the different levels of security tooling, being able to abstract and speak a common language where you could run in Azure, GCP or AWS, and still have a common language that you can interpret and leverage between all the tooling would be something I would love to see. >> That's Super Cloud >> A magical, that is that. >> That is a Cloud interpreter essentially. >> I think we use different words, but yes. >> A PAs layer, super PAs layer, sorry to take it too far. >> Yeah, like, I want to be able to abstract it and speak a language that would work in any of the- >> What does that do for you as a technology practitioner? >> Well, imagine if you had to speak three different languages with three different people, get lost in translation. If we could speak a common language across all the different platforms and all the different footprints, it would be easier to define our security posture. Where are we? Are we secure? You might say security groups in AWS, it might be, mean something else, but it's still a level of protection that surrounds the end point, right? Something that would abstract that level would be very fun. Very good for me. >> It's, you know, it's pretty easy to understand your use case for this. When you're talking about here we are, Mercury Financial, you have the most sensitive financial information about people, right? >> Right, absolutely. >> A data breach where all of the information about your customers getting out there on the dark web. Right? Heart attack time. >> Instantly. >> What are some things that people might not think about though, that are going on in your world? What would surprise someone who maybe isn't a security specialist in terms of the things that you're dealing with as far as threats are concerned? >> I'm going to leave that on you. >> Can you think of some examples of things that you could, you know, obviously generic examples. >> Right. >> Yes. >> I'm going to point to the number one and two most common ways that applications and businesses are getting owned right now. And that's misconfigurations on your web app or a vulnerable application or phishing. And those are both very important things, right? A lot of development teams, they want to get things to market as soon as possible. And maybe security's on the back foot. It's about building that culture and to, you know, being Cloud native helps you have a, you can provide different tool sets to your organization that helps you understand that posture and makes you help those business decisions. Are we in a good posture to go forward right now? That's a big question that I think most security organizations need to ask themselves and the need to hold other stakeholders accountable. >> So phishing and the concept of social engineering, still alive and well? >> Oh, goodness. >> Always. >> Everything starts with people. The human firewall has to be front of mind. Security can't be an afterthought or a bolt on, that's something that you think about, well, I guess if I have to meet our compliance, it doesn't work with us. >> Comes back to the culture that you're actually talking about before. >> 100%, yeah, cyber resiliency starts with cyber culture. >> Kevin Mandy has said it today. I, never underestimate the adversary. The adversary- >> Of course. >> Is highly capable, motivated, big ROI and it just keeps getting bigger. The more technology gets embedded into our lives. The more lucrative hacking becomes. >> And more attack vectors. We have more areas that we could be potentially penetrated. >> They have a lot of time. Those threat actors have a lot of time. >> They do have a lot of time, yeah. >> Right. >> Right and to your point, you're constantly on the swivel. Right, you don't have time. >> Right. >> No, we don't. >> So do your responsibilities touch on things like fraud detection as well? >> Yeah, oh, that- >> Is that a silly question? I'm thinking- >> Yeah, no, it really is, so- >> No, not at all. >> Or there isn't segregation between what we would think of as IT and the credit card transaction that fires up a red flag. >> Those are integrated. >> It's definitely important. And in any business, right? Is to, like I mentioned, I use this word a lot converge, right? It's converging that intel, that fraud intelligence and making it into a process where we're reducing the risk and the losses that the business is incurring. >> Yes. >> It's so important, right? That we build that culture within the fraud teams, the operational teams, the, you know really anybody who has a really large stake in whatever the business product is. And, you know, being Cloud native, bringing in the right partners, building that security culture. I mean, that's the biggest one. >> Yeah, we've flown. >> It's last and definitely not least, it is, the culture's where you need to be. >> Absolutely. >> You know, you guys, I'm sure, you know, work with a lot of different vendors, a lot of tools, or sometimes the tools are point tools, they're best to breed. CrowdStrike says it wants to be a generational company. >> Oh, yeah. >> It says this notion of an unstoppable breach is a myth. You guys can't live that way. You have to assume you're going to breach but can CrowdStrike be a generational company? >> I think they've proven themselves. They've been around over a decade now. it's 11 years. They just had their birthday yesterday, right? >> Yeah. >> Or anniversary, the company started? >> Yeah. 11 years, yeah. >> I absolutely, and I also agree to add it a little bit part, from the fraud part. I think CrowdStrike would be an integral piece of the overall solution that we have. It hits so many different aspects and looks at so many different potential attack vectors. I keep using that word, but I think integrating fraud in other parts and other functions of the business will start to see that they can leverage CrowdStrike. That there's tooling within CrowdStrike innovatively, like ahead of the game. And I always like that about CrowdStrike, being way ahead of the game and thinking in front of our adversaries. I think other departments will be like, what tools do you have, how can we use them? This is fantastic, this makes us feel better. We don't have to worry about that. We can focus in on what we're good at and build that best of breed solution. So fraud can focus on fraud and you can leverage the tooling and the infrastructure that we provide them together holistically to build a security program that's beyond reproach. >> Guys, we got to go, great perspectives. Always love having the practitioners on. >> Yeah, thank you. >> I really appreciate your time, thank you. >> Yeah, absolutely, always a pleasure. Thank you so much for your time. >> Anthony, Alex, Dave and Dave will be right back, right after this short break. You're watching theCUBE from Fal.Con 2022 from the ARIA in Las Vegas. >> Cheers my friend. >> Yeah, of course. (cheerful music)

(upbeat music) >> Welcome back to re:Invent 2021. You're watching theCUBE. My name is Dave Vellante. We're really excited to have Anthony Lye here. He's the Executive Vice President and General Manager of Public Cloud at NetApp. And Jonsi Stefansson as the CTO and VP of cloud at NetApp. Guys, good to see you. >> Same to you. >> Likewise. >> It's great to be back. >> You know, Anthony. Well so, we saw each other virtually at the AWS Storage Day, the big announcement, we're going to talk about that. But I go back and I said this to you several years ago, we were sitting, you know, some after party and you said "We are going to transform NetApp. We are going all in on cloud." We've seen NetApp transform many, many times. This is probably the biggest in history. >> No, I think you're absolutely right. I think, you know, I can't believe it, but you know, it will be five years for me in February. And in those five years, I think we really have done things that nobody expected. And I think we've proven to our existing customers, to our competitors, and now with Amazon, to a whole new set of customers that our intellectual property that we build and the acquisitions that we've done have made a lot of sense. I think we've demonstrated this wonderful concept of symmetry. Customers now understand and believe that a dollar invested in an App, wherever it is on premise or in the cloud is a dollar that moves wherever they want it to move and progresses as their own businesses progress. >> So Jonsi, for the latest announcement that you guys made to integrate ONTAP into the AWS cloud, you had to do some deeper integration, right? It wasn't just wrap your stack and Kubernetes and shove it into the cloud. But can you just talk about what you had to do? What the collaboration was like? >> The collaboration with AWS has been fantastic. It literally took two and a half years, you know, from the point where we decided to agree on the design principles, how we were actually going to deliver this as a service, the integration into every single aspect of AWS, you know, whether it's the console, the FSx, API, the integrations, to all the additional services that AWS has, like RDS, like Aurora, like the SageMaker, like EKS and ECS. And I mean, we are just getting started with the integration points and the collaboration and the teamwork. I would call it teamwork more than a collaboration. The teamwork with all these teams and maybe especially at name who was the leader of the storage sort of a unit in AWS has been fantastic. >> Dave: Yeah. Well so, this is the 10th re:Invent. This is the 9th year we've been here. We've seen a dramatically different cloud than 10 years ago, 15 years ago, and a different storage business. I'm not even sure. I mean, I don't know. I didn't even think about it as the old storage business anymore. Essentially, you're building a cloud on top of clouds. A super cloud if you will. >> Anthony: Yeah, I mean. I think, look, the strategy was, as I said, very, very simple to us, which was, you know, fundamentally companies, you know, run their applications on the basic primitives of compute storage and networking. And the gold standard for file was always ONTAP. And I think what we did, which I think was unique was we didn't just, as you said, throw it onto a cloud, stick it in a virtual machine and tell you, the customer "There. It's ONTAP just as you remember it." We reimagined it. And we architected it to be a cloud service. So it's elastic, it goes up and down. You can change the performance at runtime. And what we really did with Amazon was we wanted to make it a fully managed service. We didn't want people to think about versioning and patching. We wanted to remove all of that and we wanted people to take as much or as little as they needed. And we, and Amazon, we chose that we should own the responsibility for the availability of the service. And we should maintain the service ourselves so that customers of ONTAP can benefit from the solution. But in many ways, customers who've never been ONTAP customers can now take advantage of an enterprise grade file system and all the great things that it does without having to understand how it works. >> And explain why that's important for customers because people, they go, "Wow, you got S3." but it's very simple. Get, put, right? You don't have the full stack of a mature ONTAP. Please explain what that means to customers a little bit. >> You know, file systems are very important things. You know, we basically use them in our work environments every single day, you know. Within your sort of, you know, your Mac book, you have a home directory and sub-directories and files, very elegantly layout applications and layout infrastructures in ways that object repositories cannot. You know, aside from block and file. Sorry, from file and object, you of course, have block storage. And so, file plays a very important role. IDC has file growing at almost twice the pace of object now on the public cloud systems and, you know, file has about 13% of the overall storage market and it's growing. And I don't see any reason why file won't be as big on the Amazon cloud as the S3 has been. >> Dave: So you guys, go ahead, please. >> Yeah. I mean, you also have to take into account that the S3 object storage offerings of AWS is an integrated PaaS in our solution. So that's how we are actually doing automatic tiering. So you actually reap the best of both worlds, where you get the cost management of putting it in object storage, but you get the performance and the data management capabilities that is pretty unprecedented. You know, we are the first store that's offering that can actually do cross-region replication seamlessly by retaining deduplication and compression. But we also play a lot with, you know, block and object storage. So when Anthony was talking about how we've actually delivered this as a service, and this is sort of from our design principles, we are basically delivering this as a software, as a service, because more than an infrastructure as a service, because the stock that we are actually deploying, or the secret sauce of ONTAP, it's a very vast software stack that we are delivering, on top of AWS infrastructure. So I would always call it or categorize it a little bit more than software as a service, rather than infrastructure as a service. >> But it's even more than that, if I'm right, because it's cloud pricing, right? >> Jonsi: Yes. >> So it's not, you're not preying. I mean, when I buy Salesforce, I got to sign up for three-year deal. That's not a consumption-based model. >> Yeah. >> Oh, I think Amazon, you know what Amazon did uniquely and brilliantly was, it retailed technology and it's what makes Amazon so good, is that they choose to sort of simplify things. And when they find benefits as a retailer, they pass them on to the customer and, you know, there's this sort of pay-as-you-go business model, it's really good for the customer. It makes us work harder because, you know, you have to retain your customer sort of every 10 minutes. And that's something that, you know, as you said, with enterprise software and even some of the early SaaS vendors, that's not how it works. And so Amazon has forced us all to be very, very attentive to our customers. >> Dave: And I'd love to talk about what that means for the on-prem business, but if we have time. But you guys won Design Partner of the Year, what's that all about? First of all, congratulations. >> Anthony: Thank you. There's a lot of ISV design partners. You guys came out number one so congratulations on that. What's that all about? Explain what that entailed and how you got that. >> Yeah, I'll say a few words. Maybe Jonsi can add. I mean, the first thing of course is, you know, I S V stands for Independent Software Vendor. So, you know, it's always great because most people would say, "Well, NetApp is on-premise storage hardware." >> Dave: Of course, yeah. >> Which really, we've not really ever been an increasingly with demonstrating that we are a software company and we operate at cloud speed. You know, I can't really take the credit. I would give it to Jonsi and the engineering team. Maybe Jonsi, you can explain, you know, what moral about the award and why I think we were selected. >> So, I mean, I think it says a lot that this is the first time AWS has ever allowed a third party company to be this integrated into their console, into a support ability systems. You know, we make fun of this, me and Anthony all the time, because when we started this, down this path, everybody at NetApp said, "Guys, you're wasting your time." This is why AWS has the marketplace, but we didn't want to go. We already had the marketplace and we wanted to be able to connect to all these associated services and do it in the manner that, you know, this was a true collaboration of engineering teams for a long time to actually deliver the service on both sides so the credit, of course, will always go to the engineers on both sides, even though I designed it, I didn't code it. So, I think that, that alone, being the first to do it in AWS ever. I think we deserve that award. >> So just for our audience, to be clear, we're talking about FSx, ONTAP in the cloud, in the AWS cloud and kind of dance around that. But so that was announced, I guess, in September? >> Anthony: Yes. >> Right? >> Anthony: September, 2nd. >> What's the uptake been like? What's the reaction? >> Unbelievable. >> I'll bet. (laughing) >> No, no, I mean. >> No, I believe it. >> Better than we ever dreamed of. >> Yeah. >> The number of customers, I'm sure I'm not allowed to say the number of customers, but we asked and the fact that, you know, 60% of those customers have never been NetApp customers before, but they see the value in the data management capabilities that we are bringing to the market. >> Dave: So it exceeded expectations and your expectations were probably pretty enthusiastic. >> They were high. >> Yeah. >> I mean, Amazon is on the record. I was with Ed earlier on today, recording a piece and Ed, you know, was very clear that it's one of the fastest growing services now on AWS. You know, it turns out that, you know, the customer base, I think recognizes the, not just the need for a file system, but the uniqueness and capabilities that ONTAP provides, you know, to those customers in how they manage their business and transformations. And so, you know, to be sort of behind the console, to be sort of behind the Amazon CLI and the Amazon API, you see the world very, very differently, you know. I think the Amazon marketplace is a fantastic capability, but I'll tell you, you know, being a core part of the AWS service itself that they sell, that they support, that they bill for. It's a nice place to be. >> So, SaaS company. You're talking to the language of application development, Kubernetes, right? What do you think this means for the future of NetApp specifically, but also generally the on-prem storage business and the storage business in general? >> Well, we just announced our second quarter earnings today and what's happening is our cloud business is growing like crazy. We generated $388 million of ARR and the growth rates are, you know, astronomically high. That is increasingly helping our on-premise business to grow. You know, the nice thing about being in primarily, in the storage and data business is people aren't deleting many things. And the rate at which they're generating information is just accelerating. So, actually the confidence that we give the customer by demonstrating a sort of a cloud first, a sort of principles of all the cloud is actually giving customers to buy more on premise. So, we really don't mind. We are, our job much like Amazon's, is to have this customer obsession and you can't really go wrong, if you just keep asking them what they want. >> Yeah, if you can do so profitably, you're going to be reinvest in your business. Guys, we've got to go. >> Yeah. >> Love to have you back. >> Thank you. >> And you been quite a transformation. You said you're going to do it. You're doing it. So, well done to you. Five years in the making. Okay. This is Dave Vellante for theCUBE, the leader in high-tech coverage. Keep it right there. We'll be right back from AWS re:Invent 21. (upbeat music)

(upbeat music) >> Welcome back to re:Invent 2021. You're watching theCUBE. My name is Dave Vellante. We're really excited to have Anthony Lye here. He's the Executive Vice President and General Manager of Public Cloud at NetApp. And Jonsi Stefansson as the CTO and VP of cloud at NetApp. Guys, good to see you. >> Same to you. >> Likewise. >> It's great to be back. >> You know, Anthony. Well so, we saw each other virtually at the AWS Storage Day, the big announcement, we're going to talk about that. But I go back and I said this to you several years ago, we were sitting, you know, some after party and you said "We are going to transform NetApp. We are going all in on cloud." We've seen NetApp transform many, many times. This is probably the biggest in history. >> No, I think you're absolutely right. I think, you know, I can't believe it, but you know, it will be five years for me in February. And in those five years, I think we really have done things that nobody expected. And I think we've proven to our existing customers, to our competitors, and now with Amazon, to a whole new set of customers that our intellectual property that we build and the acquisitions that we've done have made a lot of sense. I think we've demonstrated this wonderful concept of symmetry. Customers now understand and believe that a dollar invested in an App, wherever it is on premise or in the cloud is a dollar that moves wherever they want it to move and progresses as their own businesses progress. >> So Jonsi, for the latest announcement that you guys made to integrate ONTAP into the AWS cloud, you had to do some deeper integration, right? It wasn't just wrap your stack and Kubernetes and shove it into the cloud. But can you just talk about what you had to do? What the collaboration was like? >> The collaboration with AWS has been fantastic. It literally took two and a half years, you know, from the point where we decided to agree on the design principles, how we were actually going to deliver this as a service, the integration into every single aspect of AWS, you know, whether it's the console, the FSx, API, the integrations, to all the additional services that AWS has, like RDS, like Aurora, like the SageMaker, like EKS and ECS. And I mean, we are just getting started with the integration points and the collaboration and the teamwork. I would call it teamwork more than a collaboration. The teamwork with all these teams and maybe especially at name who was the leader of the storage sort of a unit in AWS has been fantastic. >> Dave: Yeah. Well so, this is the 10th re:Invent. This is the 9th year we've been here. We've seen a dramatically different cloud than 10 years ago, 15 years ago, and a different storage business. I'm not even sure. I mean, I don't know. I didn't even think about it as the old storage business anymore. Essentially, you're building a cloud on top of clouds. A super cloud if you will. >> Anthony: Yeah, I mean. I think, look, the strategy was, as I said, very, very simple to us, which was, you know, fundamentally companies, you know, run their applications on the basic primitives of compute storage and networking. And the gold standard for file was always ONTAP. And I think what we did, which I think was unique was we didn't just, as you said, throw it onto a cloud, stick it in a virtual machine and tell you, the customer "There. It's ONTAP just as you remember it." We reimagined it. And we architected it to be a cloud service. So it's elastic, it goes up and down. You can change the performance at runtime. And what we really did with Amazon was we wanted to make it a fully managed service. We didn't want people to think about versioning and patching. We wanted to remove all of that and we wanted people to take as much or as little as they needed. And we, and Amazon, we chose that we should own the responsibility for the availability of the service. And we should maintain the service ourselves so that customers of ONTAP can benefit from the solution. But in many ways, customers who've never been ONTAP customers can now take advantage of an enterprise grade file system and all the great things that it does without having to understand how it works. >> And explain why that's important for customers because people, they go, "Wow, you got S3." but it's very simple. Get, put, right? You don't have the full stack of a mature ONTAP. Please explain what that means to customers a little bit. >> You know, file systems are very important things. You know, we basically use them in our work environments every single day, you know. Within your sort of, you know, your Mac book, you have a home directory and sub-directories and files, very elegantly layout applications and layout infrastructures in ways that object repositories cannot. You know, aside from block and file. Sorry, from file and object, you of course, have block storage. And so, file plays a very important role. IDC has file growing at almost twice the pace of object now on the public cloud systems and, you know, file has about 13% of the overall storage market and it's growing. And I don't see any reason why file won't be as big on the Amazon cloud as the S3 has been. >> Dave: So you guys, go ahead, please. >> Yeah. I mean, you also have to take into account that the S3 object storage offerings of AWS is an integrated PaaS in our solution. So that's how we are actually doing automatic tiering. So you actually reap the best of both worlds, where you get the cost management of putting it in object storage, but you get the performance and the data management capabilities that is pretty unprecedented. You know, we are the first store that's offering that can actually do cross-region replication seamlessly by retaining deduplication and compression. But we also play a lot with, you know, block and object storage. So when Anthony was talking about how we've actually delivered this as a service, and this is sort of from our design principles, we are basically delivering this as a software, as a service, because more than an infrastructure as a service, because the stock that we are actually deploying, or the secret sauce of ONTAP, it's a very vast software stack that we are delivering, on top of AWS infrastructure. So I would always call it or categorize it a little bit more than software as a service, rather than infrastructure as a service. >> But it's even more than that, if I'm right, because it's cloud pricing, right? >> Jonsi: Yes. >> So it's not, you're not preying. I mean, when I buy Salesforce, I got to sign up for three-year deal. That's not a consumption-based model. >> Yeah. >> Oh, I think Amazon, you know what Amazon did uniquely and brilliantly was, it retailed technology and it's what makes Amazon so good, is that they choose to sort of simplify things. And when they find benefits as a retailer, they pass them on to the customer and, you know, there's this sort of pay-as-you-go business model, it's really good for the customer. It makes us work harder because, you know, you have to retain your customer sort of every 10 minutes. And that's something that, you know, as you said, with enterprise software and even some of the early SaaS vendors, that's not how it works. And so Amazon has forced us all to be very, very attentive to our customers. >> Dave: And I'd love to talk about what that means for the on-prem business, but if we have time. But you guys won Design Partner of the Year, what's that all about? First of all, congratulations. >> Anthony: Thank you. There's a lot of ISV design partners. You guys came out number one so congratulations on that. What's that all about? Explain what that entailed and how you got that. >> Yeah, I'll say a few words. Maybe Jonsi can add. I mean, the first thing of course is, you know, I S V stands for Independent Software Vendor. So, you know, it's always great because most people would say, "Well, NetApp is on-premise storage hardware." >> Dave: Of course, yeah. >> Which really, we've not really ever been an increasingly with demonstrating that we are a software company and we operate at cloud speed. You know, I can't really take the credit. I would give it to Jonsi and the engineering team. Maybe Jonsi, you can explain, you know, what moral about the award and why I think we were selected. >> So, I mean, I think it says a lot that this is the first time AWS has ever allowed a third party company to be this integrated into their console, into a support ability systems. You know, we make fun of this, me and Anthony all the time, because when we started this, down this path, everybody at NetApp said, "Guys, you're wasting your time." This is why AWS has the marketplace, but we didn't want to go. We already had the marketplace and we wanted to be able to connect to all these associated services and do within the manner that, you know, this was a true collaboration of engineering teams for a long time to actually deliver the service on both sides so the credit, of course, will always go to the engineers on both sides, even though I designed it, I didn't coat it. So, I think that, that alone, being the first to do it in AWS ever. I think we deserve that award. >> So just for our audience, to be clear, we're talking about FSx, ONTAP in the cloud, in the AWS cloud and kind of dance around that. But so that was announced, I guess, in September? >> Anthony: Yes. >> Right? >> Anthony: September, 2nd. >> What's the uptake been like? What's the reaction? >> Unbelievable. >> I'll bet. (laughing) >> No, no, I mean. >> No, I believe it. >> Better than we ever dreamed of. >> Yeah. >> The number of customers, I'm sure I'm not allowed to say the number of customers, but we asked and the fact that, you know, 60% of those customers have never been NetApp customers before, but they see the value in the data management capabilities that we are bringing to the market. >> Dave: So it exceeded expectations and your expectations were probably pretty enthusiastic. >> They were high. >> Yeah. >> I mean, Amazon is on the record. I was with Ed earlier on today, recording a piece and Ed, you know, was very clear that it's one of the fastest growing services now on AWS. You know, it turns out that, you know, the customer base, I think recognizes the, not just the need for a file system, but the uniqueness and capabilities that ONTAP provides, you know, to those customers in how they manage their business and transformations. And so, you know, to be sort of behind the console, to be sort of behind the Amazon CLI and the Amazon API, you see the world very, very differently, you know. I think the Amazon marketplace is a fantastic capability, but I'll tell you, you know, being a core part of the AWS service itself that they sell, that they support, that they bill for. It's a nice place to be. >> So, SaaS company. You're talking to the language of application development, Kubernetes, right? What do you think this means for the future of NetApp specifically, but also generally the on-prem storage business and the storage business in general? >> Well, we just announced our second quarter earnings today and what's happening is our cloud business is growing like crazy. We generated $388 million of ARR and the growth rates are, you know, astronomically high. That is increasingly helping our on-premise business to grow. You know, the nice thing about being in primarily, in the storage and data business is people aren't deleting many things. And the rate at which they're generating information is just accelerating. So, actually the confidence that we give the customer by demonstrating a sort of a cloud first, a sort of principles of all the cloud is actually giving customers to buy more on premise. So, we really don't mind. We are, our job much like Amazon's, is to have this customer obsession and you can't really go wrong, if you just keep asking them what they want. >> Yeah, if you can do so profitably, you're going to be reinvest in your business. Guys, we've got to go. >> Yeah. >> Love to have you back. >> Thank you. >> And you been quite a transformation. You said you're going to do it. You're doing it. So, well done to you. Five years in the making. Okay. This is Dave Vellante for theCUBE, the leader in high-tech coverage. Keep it right there. We'll be right back from AWS re:Invent 21. (upbeat music)

(upbeat music) >> Welcome back to theCUBE's continuing coverage of AWS re:Invent 2021 live from Las Vegas. I'm Lisa Martin. We are doing one of the most important industry events, hybrid events this year with Amazon and its massive ecosystem of partners, some of which are joining me next. We've got two live sets, two remote sets, over 100 guests on the program, I'm going to be talking about the next decade in Cloud innovation. I'm pleased to welcome back Anthony Lye to the program, the Executive Vice President and General Manager of Public Cloud at NetApp. Anthony good to see you. >> Nice to see you again thanks for... >> Nice to see you in person. >> I know... >> It's been a couple of years. And Amiram Shachar is here, the VP and GM of Spot by NetApp, Amiram it's great to have you on the program, welcome. >> Likewise, thank you. >> So the acquisition, the Spot acquisition was during the pandemic mid 2020, Amiram talk to me about that why NetApp, how's it going? Give us the lay of the land. >> I think that's the, it's one of the greatest things that NetApp has done, and I think it's one of the most amazing outcomes we could have as a company. And if you think about it in a first sight, when you look at storage company and compute company, what's the connection? But the thing is that NetApp is a company that is going through a huge transformation into Cloud. And by doing this acquisition, it's really like signaling where it's going. It's going way beyond, and honestly I just wanted to be part of it. >> And what's the customer sentiment been the 18 months or so, post acquisition? >> I think NetApp has done specifically with Anthony leading that acquisition, NetApp has done a phenomenal job of keeping Spot as a business unit, independent business unit. So our customers didn't really feel that something had happened, like the only thing we told them is we're going to have more funding, so. >> I'm sure they like that. Anthony talk to us about NetApp's transformation, transition, Spot as part of that. And then of course, CloudCheckr which acquisition was just announced I believe yesterday? >> We closed on actually November 7th. >> Lisa: Okay. >> So it's almost been a month now since we closed, but I've been at NetApp my gosh, it'll be five years in February. And you know, I think that the company had a real desire to sort of, to re-imagine itself and to sort of to embrace the public Clouds and to give its customers you know, what I think it's done incredibly well is this idea of symmetry. That we wanted to build something on Amazon that was as good or maybe a little bit better than on-premise. And customers really I think appreciated, they appreciate that sort of, that desire for us to do those kinds of things. Now of course, CloudCheckr was my ninth acquisition in four years. Just to sort of, to build on what Amiram said I mean, CloudCheckr we acquired four Spot and we acquired what? Four companies in the last 12 months for Spot. So we really believe that as a company now we can address all of their potential opportunities, whether it's in a legacy application, whether it's a virtual desktop, whether it's a Cloud native application, or we just went and announced Ocean for Apache Spark. So Spot now has an optimization and automation solution for Spark on AWS which we announced, I think just yesterday. >> Correct. >> But I'd like to get both of your perspectives on keeping Spot as a brand, Anthony we'll start with you and then Amiram we'll go to you. >> Amiram is the founder, and he was the CEO of the company and built a fantastic company. And we, NetApp I think has a phenomenal brand, but a brand that's that's associated with the sort of the traditional IT organization. And as you note in the Cloud the buyers are slightly different. They're sort of the application owners, or they operate in a sort of a construct that most people call CloudOps or DevOps. And we felt that Spot represented that new buyer in ways that NetApp didn't and probably couldn't. And so we really liked the idea of having the structure of the big N supported by a little pink and a little blue and a more sort of Cloud native brand. >> And that's key, especially the dynamics in the market that we've seen the last 22 months with the rapid changes, the pivot to Cloud customers that weren't that digital needing to go in that direction to survive in the very beginning, I imagine this was really kind of core to NetApp's strategy, but also helping both of your customers to survive initially and then to be able to thrive and identify some of those key areas where they can cut costs would be a far more efficient. >> Okay I think you are in here, if you were born physical you're now digital, and if you weren't born physical you were born digital. And you know, digital is a very effective medium accelerated by the pandemic because as you said, we couldn't really get close to each other and you just look at the innovation around us here at Amazon, it's just amazing to watch. And we've just been really, really good partners with Amazon now for many, many years. And we continue to see just huge, huge opportunities. >> Well Adam Selipsky this morning in his keynote, one of the partners he called out was NetApp. >> Yeah I know I mean, I'll talk a little bit later on maybe with Yancey and I but you know, Amazon now sells our product. They haven't done that with anybody. So ONTAP is now a product that Amazon sells. >> Lisa: Okay. >> Amazon supports, Amazon bills, Amazon runs. So we've really, really demonstrated I think not just to our customers, that sort of a high rate of innovation and an opportunity to sort of accelerate their businesses, but we've demonstrated it to Amazon themselves, that we can operate like them. And we can develop with them at a speed that they are comfortable with. That maybe a few years ago many people would have doubted that a legacy company could operate this way. >> Right, one of the things we know about Amazon is the speed, but also their focus on the customer it's laser-focused, that whole flywheel of Amazon everything that was being announced this morning was exciting to your point Anthony, but it's also showing how involved the customers and the partners are in the ecosystem and that flywheel. Amiram talk to me from your perspective what are some of the, from a visionary standpoint what are some of the things that you're looking forward to going forward with CloudCheckr, but also knowing how deeply connected and integrated NetApp is with a big powerhouse like AWS? >> Yeah, so a few things about that. I think the first thing is also my take from today, like listening to the keynote and looking at all the new announcements. I think the trend is that deployment to the Cloud is becoming easier, but operations is becoming messier. And I think when we look at our category and where we aspire, where we want to be and where we're going. So I think with the CloudCheckr acquisition. So we're expanding into an area that we haven't been to because there are two categories in Cloud cost, there is optimization and there is cost management. What we've done, what we've built, what we've, the business we had is in the optimization space. It's actively reducing and optimizing resources for customers. And there are very few companies in that category as I can say. But right now we're expanding into that area of cost management, so we can meet our customers sooner and you can see us doing it in multiple areas, not only here, but also if we look at a customer journey in the Cloud, it starts with bring workloads in the Cloud, deploy them, and then secure them, and then automate them and then optimize them. Nobody moves to the Cloud and optimizes. So we're typically meeting customers at the end of their journey, we're meeting customers where they need an optimization and they have everything already set up. And right now with Ocean for Apache Spark, Ocean continuous delivery, Spot security, we're meeting customers sooner in their journey so we can provide a much more holistic solution and platform to customers wherever they are in their migration to the Cloud and scaling into Cloud. And with CloudCheckr also taking us to a whole new world of cost management. So, I think we're scaling and ramping and doing all these things, and it's so amazing to realize that we haven't unleashed even 1% of what we can do. >> Really, so there's much more under the covers that we're still waiting for? >> I think the good news is you know, to comment more on what you said, our roadmaps are now largely being driven by customers. And that's just so refreshing to know that you've not only solved a problem for a particular customer, but the customer wants you to solve more problems and that they trust us to be that sort of organization that can help them. So, we're full steam ahead. You know, we're going to continue to acquire in areas where we think we can get acceleration. But our acquisition of Spot was very much about as Amiram said, bringing not just a great company into the business, but to invest significantly in it. And that's really proven I think to me, as Amiram said, one of the most if not the most successful acquisition NetApp has ever done. >> Well congratulations, that's fantastic. But it also sounds like from that customer focus there's clear, strong alignment with how AWS operates, how it values its customers from NetApp's perspective and I imagine from Spots as well. >> You know, if there's one thing I was really proud of during the acquisition, is I got a phone call from a customer, it's the largest food delivery company in South America, and they were very worried about this acquisition and I asked them why? And they told me, "Because your customer service, Spot's customer service is the best customer service I've ever gotten, and if I'm not going to continue to get this customer service, I need to look how I'm finding another vendor." And they told me that, when they want to even tell AWS like which company they can learn from, they're always pointing at Spot. So, and that was a very refreshing moment for me to realize how much also at Spot we care about our customers, but not only as a gimmick, as something that customer obsession, as something that we really live. And that was interesting to see that, that was a concern by our customers when we got acquired. >> Well that's proof in the pudding, because you're right it's one thing to say, companies can always say, "We're customer obsessed, we're customer first, we're customer focused." It's one thing to say it as a marketing term it's a whole other thing to actually live it and demonstrate it, and actually have people coming to you saying that, "We want to model that." I'm curious Anthony, what did you pull over from that? What has NetApp learned from this? >> I always tell Amiram that the idea was that they would essentially take us over. That you know, we sort of loved their culture, we loved their people and their process. And we literally changed a lot of how NetApp operated to operate along the Spot model. So we really did, as Amiram said earlier on, we let them not just sort of exist, but we let them thrive. And we encourage them to point at other areas that NetApp, that they thought we should change to be more like them. And it's raised the bar across everything we do now. And so, we now have a lot of the Spot business processes, a lot of the Spot cultures sort of seeping into the whole of the company. >> That's a very empathetic approach, and that's one of the things that we've learned in the last year and a half that's been, it's key to leadership, it's key to anything is that empathy. But the ability to recognize where there are things within an organization that can be improved and looking at leaders like Spot to go, "Let's actually make this really symbiotic and bi-directional." And I imagine with CloudCheckr it's going to be the same type of influence? >> Well as I've always said, and I say this to the employees and to the acquisitions that we make, what we are acquiring is people. You know the logo, the software, even in many ways the customer base is really very much I think a function of the people. And we work incredibly hard to retain the people, but we do so by sort of empowering them and encouraging them to lead. We really don't want to have the historical perspective of acquisitions, where big company swamps the little company. And I think we've tried very hard to make that a part of our acquisition strategy. And so CloudCheckr is very early in the process but very much, we're following those things, even Amiram and his team are learning from them. If they're doing something a little better than Spot is, then that's something we'll pick up from them. >> And that's just from a very open cultural perspective, that's a big change for NetApp but it's also a smart way to go, 'cause you're right it's, you're acquiring people. And we often talk about people, process, technology. But it's, sometimes to be honest with you it's rare that we hear companies talking about the people focus as being that's critical. It's because of our people that we have successful support, happy successful customers. So that people focus is (inaudible). >> You know, it's the company and culture is not something you can manufacture. It's something that happens and it happens I think through people. And it's an important thing is, if you can establish an organization with the right kinds of people and again, all credit goes to Amiram as the founder and CEO of the company. I think you sort of demanded a kind of person and a kind of culture that set you apart from so many other companies. >> I think the focus on culture was, I was very obsessed with it from very early on in the process that even Spot investors were very, they were questioning like, how come that you are so much obsessed with culture so early on? And I think it paid off big time. There was a book I read while being a CEO that really helped me to scale from quarter to quarter, because I really believe that as a CEO of a startup, every quarter you're basically applying again to your job because you're getting a new company every quarter. And about people, processes, technology, so at Spot it was a little bit different through the book I read, which is "The Hard Thing About Hard Things" by Ben Horowitz, it's people, product, revenue, PPR. And you need to take care of the people, and if you don't take care of the people, so nothing else matter, like it's nothing else just... >> Right. >> And if the people and the product are not working well, so the revenue are not going to come. So revenue was always for us as something that is coming, it's trailing after a good product and good people. >> I love that, what a great, honest focus and vision you guys both have congratulations on the acquisition, CloudCheckr. But also just the cultural alignment that you've done that's really driven by your people and the customers, it's really refreshing to hear that and congrats on NetApp's continued partnership with AWS. We look forward to having you on again next time we can see you in person and talk more about customer successes. >> Thank you very much for hosting us. >> My pleasure guys. >> Thank you. >> For my guests, I'm Lisa Martin. You're watching theCUBE, the global leader in live tech coverage. (upbeat music)

(upbeat music) >> Welcome back to AWS storage day. This is the Cubes continuous coverage. My name is Dave Vellante, and we're going to talk about file storage. 80% of the world's data is in unstructured storage. And most of that is in file format. Devs want infrastructure as code. They want to be able to provision and manage storage through an API, and they want that cloud agility. They want to be able to scale up, scale down, pay by the drink. And the big news of storage day was really the partnership, deep partnership between AWS and NetApp. And with me to talk about that as Ed Naim, who's the general manager of Amazon FSX and Anthony Lye, executive vice president and GM of public cloud at NetApp. Two Cube alums. Great to see you guys again. Thanks for coming on. >> Thanks for having us. >> So Ed, let me start with you. You launched FSX 2018 at re-invent. How has it being used today? >> Well, we've talked about MSX on the Cube before Dave, but let me start by recapping that FSX makes it easy to, to launch and run fully managed feature rich high performance file storage in the cloud. And we built MSX from the ground up really to have the reliability, the scalability you were talking about. The simplicity to support, a really wide range of workloads and applications. And with FSX customers choose the file system that powers their file storage with full access to the file systems feature sets, the performance profiles and the data management capabilities. And so since reinvent 2018, when we launched this service, we've offered two file system choices for customers. So the first was a Windows file server, and that's really storage built on top of Windows server designed as a really simple solution for Windows applications that require shared storage. And then Lustre, which is an open source file system that's the world's most popular high-performance file system. And the Amazon FSX model has really resonated strongly with customers for a few reasons. So first, for customers who currently managed network attached storage or NAS on premises, it's such an easy path to move their applications and their application data to the cloud. FSX works and feels like the NAZA appliances that they're used to, but added to all of that are the benefits of a fully managed cloud service. And second, for builders developing modern new apps, it helps them deliver fast, consistent experiences for Windows and Linux in a simple and an agile way. And then third, for research scientists, its storage performance and its capabilities for dealing with data at scale really make it a no-brainer storage solution. And so as a result, the service is being used for a pretty wide spectrum of applications and workloads across industries. So I'll give you a couple of examples. So there's this class of what we call common enterprise IT use cases. So think of things like end user file shares the corporate IT applications, content management systems, highly available database deployments. And then there's a variety of common line of business and vertical workloads that are running on FSX as well. So financial services, there's a lot of modeling and analytics, workloads, life sciences, a lot of genomics analysis, media and entertainment rendering and transcoding and visual effects, automotive. We have a lot of electronic control units, simulations, and object detection, semiconductor, a lot of EDA, electronic design automation. And then oil and gas, seismic data processing, pretty common workload in FSX. And then there's a class of, of really ultra high performance workloads that are running on FSX as well. Think of things like big data analytics. So SAS grid is a, is a common application. A lot of machine learning model training, and then a lot of what people would consider traditional or classic high performance computing or HPC. >> Great. Thank you for that. Just quick follow-up if I may, and I want to bring Anthony into the conversation. So why NetApp? This is not a Barney deal, this was not elbow grease going into a Barney deal. You know, I love you. You love me. We do a press release. But, but why NetApp? Why ONTAP? Why now? (momentary silence) Ed, that was to you. >> Was that a question for Anthony? >> No, for you Ed. And then I want to bring Anthony in. >> Oh, Sure. Sorry. Okay. Sure. Yeah, I mean it, uh, Dave, it really stemmed from both companies realizing a combined offering would be highly valuable to and impactful for customers. In reality, we started collaborating in Amazon and NetApp on the service probably about two years ago. And we really had a joint vision that we wanted to provide AWS customers with the full power of ONTAP. The complete ONTAP with every capability and with ONTAP's full performance, but fully managed an offer as a full-blown AWS native service. So what that would mean is that customers get all of ONTAP's benefits along with the simplicity and the agility, the scalability, the security, and the reliability of an AWS service. >> Great. Thank you. So Anthony, I have watched NetApp reinvent itself started in workstations, saw you go into the enterprise, I saw you lean into virtualization, you told me at least two years, it might've been three years ago, Dave, we are going all in on the cloud. We're going to lead this next, next chapter. And so, I want you to bring in your perspective. You're re-inventing NetApp yet again, you know, what are your thoughts? >> Well, you know, NetApp and AWS have had a very long relationship. I think it probably dates now about nine years. And what we really wanted to do in NetApp was give the most important constituent of all an experience that helped them progress their business. So ONTAP, you know, the industry's leading shared storage platform, we wanted to make sure that in AWS, it was as good as it was on premise. We love the idea of giving customers this wonderful concept of symmetry. You know, ONTAP runs the biggest applications in the largest enterprises on the planet. And we wanted to give not just those customers an opportunity to embrace the Amazon cloud, but we wanted to also extend the capabilities of ONTAP through FSX to a new customer audience. Maybe those smaller companies that didn't really purchase on premise infrastructure, people that were born in the cloud. And of course, this gives us a great opportunity to present a fully managed ONTAP within the FSX platform, to a lot of non NetApp customers, to our competitors customers, Dave, that frankly, haven't done the same as we've done. And I think we are the benefactors of it, and we're in turn passing that innovation, that, that transformation onto the, to the customers and the partners. >> You know, one is the, the key aspect here is that it's a managed service. I don't think that could be, you know, overstated. And the other is that the cloud nativeness of this Anthony, you mentioned here, our marketplace is great, but this is some serious engineering going on here. So Ed maybe, maybe start with the perspective of a managed service. I mean, what does that mean? The whole ball of wax? >> Yeah. I mean, what it means to a customer is they go into the AWS console or they go to the AWS SDK or the, the AWS CLI and they are easily able to provision a resource provision, a file system, and it automatically will get built for them. And if there's nothing that they need to do at that point, they get an endpoint that they have access to the file system from and that's it. We handle patching, we handle all of the provisioning, we handle any hardware replacements that might need to happen along the way. Everything is fully managed. So the customer really can focus not on managing their file system, but on doing all of the other things that they, that they want to do and that they need to do. >> So. So Anthony, in a way you're disrupting yourself, which is kind of what you told me a couple of years ago. You're not afraid to do that because if we don't do it, somebody else is going to do it because you're, you're used to the old days, you're selling a box and you say, we'll see you next time, you know, three or four years. So from, from your customer's standpoint, what's their reaction to this notion of a managed service and what does it mean to NetApp? >> Well, so I think the most important thing it does is it gives them investment protection. The wonderful thing about what we've built with Amazon in the FSX profile is it's a complete ONTAP. And so one ONTAP cluster on premise can immediately see and connect to an ONTAP environment under FSX. We can then establish various different connectivities. We can use snap mirror technologies for disaster recovery. We can use efficient data transfer for things like dev test and backup. Of course, the wonderful thing that we've done, that we've gone beyond, above and beyond, what anybody else has done is we want to make sure that the actual primary application itself, one that was sort of built using NAS built in an on-premise environment an SAP and Oracle, et cetera, as Ed said, that we can move those over and have the confidence to run the application with no changes on an Amazon environment. So, so what we've really done, I think for customers, the NetApp customers, the non NetApp customers, is we've given them an enterprise grade shared storage platform that's as good in an Amazon cloud as it was in an on-premise data center. And that's something that's very unique to us. >> Can we talk a little bit more about those, those use cases? You know, both, both of you. What are you seeing as some of the more interesting ones that you can share? Ed, maybe you can start. >> Yeah, happy to. The customer discussions that we've, we've been in have really highlighted four cases, four use cases the customers are telling us they'll use a service for. So maybe I'll cover two and maybe Anthony can cover the other two. So, the first is application migrations. And customers are increasingly looking to move their applications to AWS. And a lot of those are applications work with file storage today. And so we're talking about applications like SAP. We're talking about relational databases like SQL server and Oracle. We're talking about vertical applications like Epic and the healthcare space. As another example, lots of media entertainment, rendering, and transcoding, and visual effects workload. workflows require Windows, Linux, and Mac iOS access to the same set of data. And what application administrators really want is they want the easy button. They want fully featured file storage that has the same capabilities, the same performance that their applications are used to. Has extremely high availability and durability, and it can easily enable them to meet compliance and security needs with a robust set of data protection and security capabilities. And I'll give you an example, Accenture, for example, has told us that a key obstacle their clients face when migrating to the cloud is potentially re-architecting their applications to adopt new technologies. And they expect that Amazon FSX for NetApp ONTAP will significantly accelerate their customers migrations to the cloud. Then a second one is storage migrations. So storage admins are increasingly looking to extend their on-premise storage to the cloud. And why they want to do that is they want to be more agile and they want to be responsive to growing data sets and growing workload needs. They want to last to capacity. They want the ability to spin up and spin down. They want easy disaster recovery across geographically isolated regions. They want the ability to change performance levels at any time. So all of this goodness that they get from the cloud is what they want. And more and more of them also are looking to make their company's data accessible to cloud services for analytics and processing. So services like ECS and EKS and workspaces and App Stream and VMware cloud and SageMaker and orchestration services like parallel cluster and AWS batch. But at the same time, they want all these cloud benefits, but at the same time, they have established data management workflows, and they build processes and they've built automation, leveraging APIs and capabilities of on-prem NAS appliances. It's really tough for them to just start from scratch with that stuff. So this offering provides them the best of both worlds. They get the benefits of the cloud with the NAS data management capabilities that they're used to. >> Right. >> Ed: So Anthony, maybe, do you want to talk about the other two? >> Well, so, you know, first and foremost, you heard from Ed earlier on the, the, the FSX sort of construct and how successful it's been. And one of the real reasons it's been so successful is, it takes advantage of all of the latest storage technologies, compute technologies, networking technologies. What's great is all of that's hidden from the user. What FSX does is it delivers a service. And what that means for an ONTAP customer is you're going to have ONTAP with an SLA and an SLM. You're going to have hundreds of thousands of IOPS available to you and sub-millisecond latencies. What's also really important is the design for FSX and app ONTAP was really to provide consistency on the NetApp API and to provide full access to ONTAP from the Amazon console, the Amazon SDK, or the Amazon CLI. So in this case, you've got this wonderful benefit of all of the, sort of the 29 years of innovation of NetApp combined with all the innovation AWS, all presented consistently to a customer. What Ed said, which I'm particularly excited about, is customers will see this just as they see any other AWS service. So if they want to use ONTAP in combination with some incremental compute resources, maybe with their own encryption keys, maybe with directory services, they may want to use it with other services like SageMaker. All of those things are immediately exposed to Amazon FSX for the app ONTAP. We do some really intelligent things just in the storage layer. So, for example, we do intelligent tiering. So the customer is constantly getting the, sort of the best TCO. So what that means is we're using Amazon's S3 storage as a tiered service, so that we can back off code data off of the primary file system to give the customer the optimal capacity, the optimal throughput, while maintaining the integrity of the file system. It's the same with backup. It's the same with disaster recovery, whether we're operating in a hybrid AWS cloud, or we're operating in an AWS region or across regions. >> Well, thank you. I think this, this announcement is a big deal for a number of reasons. First of all, it's the largest market. Like you said, you're the gold standard. I'll give you that, Anthony, because you guys earned it. And so it's a large market, but you always had to make previously, you have to make trade-offs. Either I could do file in the cloud, but I didn't get the rich functionality that, you know, NetApp's mature stack brings, or, you know, you could have wrapped your stack in Kubernete's container and thrown it into the cloud and hosted it there. But now that it's a managed service and presumably you're underneath, you're taking advantage. As I say, my inference is there's some serious engineering going on here. You're taking advantage of some of the cloud native capabilities. Yeah, maybe it's the different, you know, ECE two types, but also being able to bring in, we're, we're entering a new data era with machine intelligence and other capabilities that we really didn't have access to last decade. So I want to, I want to close with, you know, give you guys the last word. Maybe each of you could give me your thoughts on how you see this partnership of, for the, in the future. Particularly from a customer standpoint. Ed, maybe you could start. And then Anthony, you can bring us home. >> Yeah, well, Anthony and I and our teams have gotten to know each other really well in, in ideating around what this experience will be and then building the product. And, and we have this, this common vision that it is something that's going to really move the needle for customers. Providing the full ONTAP experience with the power of a, of a native AWS service. So we're really excited. We're, we're in this for the long haul together. We have, we've partnered on everything from engineering, to product management, to support. Like the, the full thing. This is a co-owned effort, a joint effort backed by both companies. And we have, I think a pretty remarkable product on day one, one that I think is going to delight customers. And we have a really rich roadmap that we're going to be building together over, over the years. So I'm excited about getting this in customer's hands. >> Great, thank you. Anthony, bring us home. >> Well, you know, it's one of those sorts of rare chances where you get to do something with Amazon that no one's ever done. You know, we're sort of sitting on the inside, we are a peer of theirs, and we're able to develop at very high speeds in combination with them to release continuously to the customer base. So what you're going to see here is rapid innovation. You're going to see a whole host of new services. Services that NetApp develops, services that Amazon develops. And then the whole ecosystem is going to have access to this, whether they're historically built on the NetApp APIs or increasingly built on the AWS APIs. I think you're going to see orchestrations. I think you're going to see the capabilities expand the overall opportunity for AWS to bring enterprise applications over. For me personally, Dave, you know, I've demonstrated yet again to the NetApp customer base, how much we care about them and their future. Selfishly, you know, I'm looking forward to telling the story to my competitors, customer base, because they haven't done it. So, you know, I think we've been bold. I think we've been committed as you said, three and a half years ago, I promised you that we were going to do everything we possibly could. You know, people always say, you know, what's, what's the real benefit of this. And at the end of the day, customers and partners will be the real winners. This, this innovation, this sort of, as a service I think is going to expand our market, allow our customers to do more with Amazon than they could before. It's one of those rare cases, Dave, where I think one plus one equals about seven, really. >> I love the vision and excited to see the execution Ed and Anthony, thanks so much for coming back in the Cube. Congratulations on getting to this point and good luck. >> Anthony and Ed: Thank you. >> All right. And thank you for watching everybody. This is Dave Vellante for the Cube's continuous coverage of AWS storage day. Keep it right there. (upbeat music)

(upbeat music) >> Narrator: From the CUBE studios in Palo Alto, in Boston connecting with thought leaders all around the world, this is theCUBE Conversation. >> Well, there's no question these days that in the world of business, it's all about data. Data is the king. How you harvest data, how you organize your data, how you distribute your data, how you secure your data, all very important questions. And certainly a leader in the data replication business is HVR. We're joined now by their CEO, Anthony Brooks-Williams, and by Diwakar Goel, who is the Global Chief Data Officer at GE. We're going to talk about, you guessed it, data. Gentlemen, thanks for being with us. Good to have you here on theCUBE Conversation. >> Thank you. Thanks, John. >> Yeah, well, listen, >> Thanks, John. >> first off, let's just characterize the relationship between the two companies, between GE and HVR. Maybe Diwakar, let's take us back to how you got to HVR, if you will and maybe a little bit about the evolution of that relationship, where it's gone from day one. >> No, absolutely. It's now actually a long time back. It's almost five and a half years back, that we started working with Anthony. And honestly it was our early days of big data. We all had big, different kind of data warehousing platforms, but we were transitioning into the big data ecosystem and we needed a partner that could help us to get more of the real-time data. And that's when we started working with Anthony. And I would say, John, over the years, you know we have learned a lot and our partnership has grown a lot. And it's grown based on the needs. When we started, honestly just being able to replicate a lot sources and to give you context like GBG, we have the fifth largest Oracle ERP. We have the seventh largest SAP ERP. They just, just by the nature of just getting those systems in was a challenge. And we had to work through different, different solutions because some of the normal ones wouldn't work. As we got matured, and we started using data over the last two, three years, specifically, we had different challenges. The challenges was like, you know is the data completely accurate? Are we losing and dropping some data? When you're bringing three billion, five billion rows of data, every five to six hours, even if you've dropped 1% you've lost like a huge set of insights, right? So that's when you started working with Anthony more around like the nuances as to, you know what could be causing us to lose some data, or duplicate some datasets, right? And I think our partnership's been very good, because some of our use cases have been unique and we've continuously pushed Anthony and the team to deliver that. With the light of, you know these use cases are not unique, in some cases we were just ahead, just by the nature of what we were handling. >> Okay. Anthony, about then the HVR approach, Diwakar, just took us through somewhat higher level of how this relationship has evolved. It's started with big data, now, it's gone (mumbles) in terms of even fine tuning the accuracy, that's so important. Latency is obviously a huge topic too from your side of the fence. But how do you address it then? Let's take GE for example, in terms of understanding their business, learning their business, their capabilities, maybe where their holes are, you know where their weaknesses were, and showing that up. How did you approach that from the HVR side? >> Yeah. Do you mean wanting back a few years? I mean, obviously it starts, you get in there, you find an initial use case and that was moving data into a certain data warehouse platform, whether it be around analytics or reporting such as Diwakar mentioned. And that's, I mean, most commonly what we see from a lot of customers. It's, the typical use case is real-time analytics, and moving the data to an area for consolidated reporting. It's either most (indistinct) in these times, it's in the cloud. But GE you know, where that's evolved and GE are a top customer for us. We work across many of their business units of their different BUS. GE had another arm Predix, which is the industrial IOT platform that actually OEM must as well for a solution they sell to other companies in the space. But where we've worked with GE is, you know the ability one, just to support the scale, the complexity, the volume of data, many different sources systems, many different BUS, whether it be, you know, their aviation division or our divisions, or those types, to sending that data across. And the difference being as well where we've really pushed us and Diwakar and team pushed us is around the accuracy to the exact point that Diwakar mentions. This study is typically financial data. This is data that they run their business off. This is data that the executing CEOs get dashboards on a daily basis. It can't be wrong. You may not only do businesses these days, you want to make decisions on the freshest data that they can, and specifically over the last year, because that's a matter about survival. Not only is it about winning, it's about survival and doing business in the most cost-effective way. But then that type of data, that we're moving, the financial data, the financial data lags we built for GE that is capturing this out of SAP systems, where we have some other features benefits, you know that's where that really pushed us around the accuracy. And that's whereby you mean, you can't really, these, you can't ever, but especially these days, have a typical just customer tab vendor approach. It has to be a partnership. And that was one other thing Diwakar and I spoke a while ago. It was about, how do we really push and develop a partnership between the two companies, between the two organizations? And that's key. And that's where we've been pushed. And there's much new things we're working on for them based on where they are going as a business, whether it be different sources, different targets. And so that's where it's worked out well for both companies. >> So Diwakar, about the margin of error then, in terms of accuracy, 'cause I'm hearing from Anthony that this is something you really pushed them on, right? You know, and 96, 97%, doesn't cut it, right? I mean, you can't be that close. It's got to be spot on. At what point in your data journey, if you will, did it come to roost that the accuracy, you know had to improve or, you know you needed a solution that would get you where you needed to operate your various businesses? >> I think John, it basically stems down to a broader question. You know, what are you using the data for? You know, a lot of us, when we're starting this journey we want to use the data for a lot of analytical use cases. And that basically means you want to look at a broad pattern and say, okay, you know what, do I have a significant amount of inventory sitting on one plant? Or, you know, is there a bigger problem with how I'm negotiating with a vendor, and I want to change that? And for those use cases, you know getting good enough data gives you an indicator as to how do you want to work with them, right? But when you want to take your data to a far more fidelity and more critical processes, whether, you know you're trying to capture from an airplane, the latest signal, and if you had five more signal, perhaps you solve the mystery of the Malaysian Med Sync plan, or when you're trying to solve and report on your financials, right? Then the fidelity and the accuracy of data has to be spot on. And what you realize is, you know you unlock a certain set of value with analytical use cases. But if you truly want to unlock what can be done with big data, you have to go at the operational level, you have to run your business using the data real-time. It's not about like, you know, in hindsight, how can I do things better? If I want to make real-time decisions on, you know, how, what I need to make right now, what's my healthcare indicator suggesting, how do I change the dosage for a customer or a patient, right? It has to be very operational. It has to be very accurate. And that margin of error then almost becomes zero, because you are dealing with things. If you go wrong you can cost lives, right? So that's where we are. And I think honestly being able to solve that problem has now opened up a massive door of what all we can do with data. >> Yeah. Yeah, man. I think I would just build on that as well. I mean, one, it's about us as a company. We are in the data business, obviously. Sources and targets. I mean that's the table stakes stuff. What do we support? It's our ability to bridge these modern environments and the legacy environments, that we do. And you see that across all organizations. A lot of their data source sits in these legacy top environments, but that will transition to other either target systems or the new world ones that we see, more modern bleeding edge environments. So we have to support those but they're not the same time. It's building on the performance, the accuracy of the total product, versus just being able to connect the data. And that's where we get driven down the path with companies like GE, with Diwakar. And they've pushed us. But it's really bridging those environments. >> You know, it also seems like with regard to data that you look at this almost like a verb tense, what happened, what is happening, what will happen, right? So in looking at it to that person, Diwakar, if you will, in terms of the kind of information that you can glean from this vast repository of data as opposed to, you know, what did happen, what's going on right now, and then what can we make happen down the road? Where does HVR factor into that for you in terms of not only, you know, making those, having those kinds of insights, but also making sure that the right people within your organization have access to the information that they need. And maybe just, they only need. >> No, you're right, John. It's funny, you're using a different analogy but I keep referring to as taillights versus headlights, right? Gone are the days you can refer back as to what's happening. You need to just be able to look forward, right? And I think real-time data too is no longer a question or believe, it's a necessity. And I think one of the things we often miss out is real-time data is actually a very collaborative piece of how it brings the various operators together. Because in the past, if you think, if you just go a little bit old school, people will go and do their job. And then they will come back and submit what they did, right? And then you will accumulate what everybody did and make sense out of it. Now, as people are doing things live, you are hearing about it. So for example, if I am issuing payments across different, different places I need to know how much balance I need to keep in the bank, it's the simplest example, right? Now I can keep the math, I can always stack my bank with a ton of money, then I'm losing money because now I'm blocking my money. And especially now, if you think about GE which has 6,000 bank account. If I keep stacking it, I will practically go bankrupt, right? So if I have an inference of what's happening every time a payment card issued by anybody, I am knowing it real-time. It allows me to adjust for optimal liquidity. As simple as it sounds, it saves you a hundred billion dollars if you do it right, in a year, right? So I think it is just fundamentally changes. We need to think about real-time data is no longer, it's just how you need to operate. It's no longer an option. >> Yeah. You may, we see, what we've seen as posture, we were fortunate. We had a great 2020. Just under a hundred percent year-over-year growth. Why? It's about the immediacy of data, so that they can act accordingly. You mean these days, it's table stakes. You mean, it's about winning and, or just surviving compared to, you know, years ago when day old data, week old data, that was okay. You mean, then largely these legacy type (mumbles) technologies, well it was fine. It's not anymore. You mean exactly what Diwakar was saying. It's table stakes. It's just what, that's what it is. >> And I think John, in fact, I see actually it's getting further pushed out, right? Because what happens is I get real-time data from HVR but then I'm actually doing some stuff to get real-time insights after that. And there is a lag from that time to when I'm actually generating insights on which I'm acting on. Now, there is more and more of a need that how do I even shorten that cycle time, right? I actually, from it, we are getting, not only data when it's getting refresh, I actually get signals when I need to add something. So I think in fact, the need of the future is going to be also far more event-driven, where every time something happens that I need to act on, how can technologies like HVR even help you with understanding those? >> Anthony: Yes. >> Anthony, what does scale do to all this? Diwakar touched on it briefly about accuracy and all of a sudden, if you know, if you have a, if you've got a, you know a small discrepancy on a small dataset, no big deal, right? But all of a sudden, if there are issues down the road and you're talking about, you know, millions and millions and millions of inputs, now we've got a problem. So just in terms of scale and with an operation the size of GE, what kind of impacts does that have? >> Yeah. Massive. You mean, it's part of the reason why we went, why we've been successful. We have the ability to scale very well from this highly distributed architecture that we have. And so that's what's been, you know, fortunate for us over the last year, as we know. What does the stat mean? 90% of the world's data was generated over the last two years or something like that. And that just feeds into more, human scale is key. Not only complexity at scale is a key thing, and that's where we've been fortunate to set ourselves apart on that space. I mean we, GE push us and challenge us on a daily basis. The same we do with another company, the biggest online e-commerce platform, massive scale, massive scale. Then that's, we get pushed the whole time and get pushed to improve all the time. But fortunately we have a very good solution that fits into that, but it's just, and I think it just doesn't get, worse is the wrong word. It's just, it's going to continue to grow. The problem is not going away. You know, the volumes are going to increase massively. >> So Diwakar, if I could, before we wrap up here, I'm just curious from your, if you put on your forward-thinking glasses right now, in terms of the data capabilities that HVR has provided you, are they driving you to different kinds of horizons in terms of your business strategy or are your business strategies driving the data solutions that you need? I mean, which way is it right now in terms of how you are going to expand your services down the road? >> It's an interesting question. I think, and Anthony keep correcting me on this one, but today, you know because if you think about big data solutions, right? They were largely designed for a different world historically. They were designed for our IOT parametric set of data sets in different kind of world. So there was a big catch up that a lot of these companies had to do to make it relevant even for the other relational data sets, transactional data sets and everything else, right? So a big part of what I feel like Anthony and other companies have been focusing on is really making this relevant for that world. And I feel like companies like HVR are now absolutely there. And as they are there they are now starting to think about solving or I would say focusing on people who are early in their stage, and how can they get them up and quick, you know, efficient early, because that's a lot of the challenges, right? So I would say, I don't know if Anthony's focuses me in, right? So it should not be me, but it's, I think like where they're going, for example like how do they connect with all the different cloud vendors? So when a company wants to come live and if they're using data from, you know the HR Workday solution or Concord Travel solution, they can just come pitch. We are plug and play. And say, okay, enable me data from all of these and it's there. Today what took us six months to get there, right? So I think rightly so, I think Anthony and the team are focusing on that. And I think we have been partnering on with Anthony more, I would say, perhaps pushing a little more on you know, getting not only accurate data but also now on the paradigm of compliant data. Because I think what you're going to also start seeing is as companies, especially in like different kind of industries, like financial, healthcare and others, they would need data certification also of various kinds. And that would require each of these tool to meet compliance standards that were very, they were not designed for again, right? So I think that's a different paradigm, that again Anthony and the team are really doing great in helping us get there. >> Yeah. I think there's, that was good Diwakar. There's quite a bit to unpack there, you know. With companies such as GE, we've been on a journey for many years. And so that's why we deployed across the enterprise. And let's start off with, I have this source system, I'll move my data into their target system. These targets systems you know, become more frequently either data lakes or environments that were on-premise to running in the cloud, to newer platforms that are built for the cloud, like we've seen the uptake in companies like Snowflake and those types. And you mean, we see this from you know big query from Google and those type of environments. So we see those. And that's things we've got to support along the way as well. But then at the same time, more and more data starts getting generated in your non-traditional trial platforms. I mean, cloud-based applications and those things which we then support and build into this whole framework. But at the same time to what Diwakar was saying, the eyes, you know, the legal requirements, the regulator requirements on the type of data that is now being used. Before you would never typically have years ago companies moving their most valuable or their financial data into these cloud-based type environments. Well, they are today. It happens. And so with that comes a whole bunch of regulation in security. And we've certainly seen particularly this last year the uptake in when these transactions have another level of scrutiny when you're bringing in new products into these environments. So they go through, you know, basically the security and the legal requirements are a lot longer and more depth than they used to be. And that's just the typical of the areas that they're deploying these technologies in as well, and where you're taking some technologies that weren't necessarily built for the modern world that they are now adopt in the modern world. So it's quite complex and a lot to unpack there, but it's, you've got to be on top of all of that. But that's where you then work with your top customers, like at GE, that future roadmap, that feeds where one, you obviously make a decision and you go, this is where we believe the market's going, and these are the things we need to go, we know we need to go support, no matter that no customer has asked us for it yet. But the majority of it is still where customers that are pushing, bleeding edge, that are pushing you as well, and that feeds the roadmap. And, you know, there's a number of new profile platforms GE even pushed us to go support and features that Diwakar and the team have pushed us around accuracy and security and those types of things. So it's an all encompassing approach to it. >> John, we could like-- >> Actually, I think we've set up an entirely new CUBE Conversation we're going to have down the road, I think. >> Yeah. (laughing) >> Hey, gentlemen, thank you for the time. I certainly appreciate it. Really enjoyed it. And I wish you both a very happy and importantly, a healthy 2021. >> Great. >> Thank you both. Appreciate your time. >> Thank you. >> Thanks, John. >> Thank you. >> Thanks, Anthony. Bye bye. >> Bye bye. (upbeat music)

>>from >>around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel AWS and our community partners. >>Hey, welcome back. You're ready, Jeffrey here with the Cube coming to you from our Palo Alto studios with our continuing coverage of aws reinvent 2020 the virtual event. We're excited to be back. We've been coming to reinvent for years and years and years, I think since 2013 1st years virtual But that's the way it is. And we're gonna jump into Cloud and government and D o d. And we're really excited to have our next guest. You know a lot about the topic. We have Robert Grote. He is the VP of technology and strategy from spark Tronics coming to us from Virginia. Great to see you, Robert. >>Great. Thank you. >>And joining him is Anthony Voltaggio, the CTO of Smartronix. Anthony. Good to see you as well. Thank you. Great. So let's jump into it. I think Rob, we had you on a couple of years ago. I I looked it up. It was early October 18 and you guys were getting a lot of success with cloud in government and I think it was before the Jedi and all that other stuff was going down. Two years is forever in cloud time. I wonder if you could just share a little bit about how the market has changed since I think it was February or March of 2018 to now late November 2020 in terms of cloud and government and Department of Defense. And you're highly regulated customers. >>Sure, I think one of the things that's changed is that security certainly used to be a headwind on bond. Now we're actually seeing it more of a tailwind where our customers, especially are heavily regulated, compliance driven customers in the public sector and the D. O. D are really looking at new ways of embracing the value of the cloud. So one of the things that has changed is that maybe two years ago, we were looking at How do we move digital estate from on premise into the cloud environment? We're now we're looking at. How do we actually achieve value in the cloud? How do we allow our customers to optimize their portfolio? How do they modernize their application footprint in a in a secure way and some of the things that we focused on, particularly smartronix, is how do we remove that friction that exists when a new kind of legacy customer really wants to transform the way that they deliver services. So we built, uh, capabilities that really allow them to more rapidly migrate their services into the cloud environment. We created and have an 80 0, now for a cloud assured manage services, which means that our customers who want to meet the rigorous security mandates now have that ability to utilize our services when they're deploying these services. And it really enables them to focus on the development of the modernization, you know, versus having to do the cumbersome components of security compliance and operation on def. You if you look at what we're trying to build and trying Thio intersect with where our customers we're going, they really want to get to that pace of innovation that the cloud provides. Um, you know, I think I've said this before to the Cube that the slope of disruption is correlated to the pace of innovation. And if you continue to build technical debt like our customers may have done in the past, they're gonna fall behind and it might be okay, um, for, you know, Blockbuster to fall behind the Netflix or for uber disrupted industry. But for our customers, there's national security consequences when they fall behind. So we've got to create a platform and a capability that enables them to innovate on, deliver very agile services rapidly. >>And then I wanna go. I wanna go to you because I think Robin, in your last interview, talked about your customers very secure, highly regulated, compliance driven environments. Right? And? And to be clear, you guys sell a lot to Department of Defense and all the various branches of the U. S. Military etcetera. You know, Anthony, a lot of talk of digital transformation on the commercial side and and people going right And then, of course, all the jokes and memes about Covic, you know, being the accelerator to that for >>your >>customers. The accelerators thio at modernization in the digital transformation are very different. It's not about necessarily the competitors down the street, but it's about some nasty competitors that want to cause this real harm. How how have they adopted? You know, kind of this this digital transformation and what's different in terms of accelerating it in your customer base. >>We're looking our defense customers and national security customers. Absolutely. The velocity and scale of cloud is becoming an enabler again. Looking at those information work was that they have looking at the nation state adversaries that we're facing right now. Information is information warfare. So if we're not ready to scale, innovate at much higher velocity than we have in the past, we're gonna become victim to those attacks. Methodologies that score matters of using so that the scale and power of the cloud as well is that tailwind of all these authorized services that are offered by Amazon that are already at the federal federal high and D o D. Impact. Those for higher, up to impact level six really, really enable them to go ahead and meet that mission. But mad and speed and agility. They need toe mash that for necessary, >>right? Well lets you just talked about impact level, and I want to dig into that for a little bit because in doing research on you guys and a lot of the solutions that customers you talk about, there's there's constant conversation about these impact levels Impact level for impact level five Impact Level six Again. It's highly regulated industry. You guys have a very, very high bar that you have to hit in your solutions. What does impact level mean and why is it important? And how are you basically working your way up the chart, which I assume is a much more impactful? Not not no pun intended, but much more significant solution delivery. >>So impact levels really have to do with information risk. So what is the level of information that that system is processing? So as you move up the impact levels, that information becomes more more critical to national security. So on impact Level four system may have to do with standard mission operations and Ministry of Task, etcetera, where when you go up the staff to impeccable five and even to impact level six or higher, you're really dealing with, let's say, in the d. O d, uh, perspective, the horror fighter eso. Now you're dealing with where that war fighters deployed the capabilities of the water fighter that they're leveraging To fight that battle against the adversary eso you have to put more and more rigorous controls around that information to ensure the adversaries can gain the tactical advantage over our war fighters. >>It's really interesting. You know how all these systems are really designed? Uh, toe work together. And as you said, kind of for that, that warfighter, if you you know, you you watch anything on defense, it's kind of the point into the stick, but there's a whole lot of support behind that behind that person at the very end to help them get the information to be successful in their job and support them. Um, etcetera. But I'm curious. Have you seen a change in attitude in terms of not only the data and the information in the systems as a support for the war fighter, but in fact, that data itself being a significant asset as well as a significant target, probably bigger and more valuable than an aircraft carrier or any other kind of traditional defense assets? >>Yeah, I would say we've definitely seen that change. Our our our customers air really looking at data and aggregate and when you're when you're building a cloud profile when you're building a portfolio systems, um, and it's all in a single type environment or an enclave where you can unlock the value of that data, the aggregate of all of those applications. The aggregate of that data has increased value, and that allows you to do a lot more things with it. Allows you to innovate a lot. Mawr toe. Learn more about that data on We're seeing our customers really looking at. How can they unlock that value? Whether it's looking at improving the supply chain, looking at data feeds that they're able to aggregate from commercial sources as well as sources that they're getting in a distributed fashion or whether it's just, you know, looking at, how can they improve the efficiency of of delivering services to the to the warfighter? Um, it really is about unlocking that value of data. So that's why it's also important that we have capabilities that protect that data. And then we provide more capabilities that allow our customers to be able to leverage as the C. S. P s as AWS innovates. Allow them to leverage these new capabilities much more rapidly than they could in the past, >>right? Well, and you talk about technical debt and you know there's kind of technical dead and There's application dead, and there's kind of application portfolio stuff that that you have right that may or may not work well, that's probably running and has been running for years. That doesn't necessarily all have to be modernized. You said Sometimes you know it's it's best to leave. Leave it as it lies. How are you helping people figure out? You know what, what to modernize, what to leave it as as it is. And then you know, or you know how much effort should really be spent on new on new applications and new development. You know, taking taking advantage of the latest because that's kind of a tricky portfolio strategy. And as you said, there's a whole lot of legacy stuff that's still running in those old data centers. >>You mentioned the key word there and that strategy. Our our customers are looking to us to help them evaluate their portfolio, determine what things that they should be doing next, the sequencing events and how they can unlock some of those values in the cloud. So, you know, one of the things that we talk about is that ability to even if you're taking stuff from a legacy environment and moving that estate into the cloud. There's certain things that you can do to opportunistically re factor and get value out of the cloud. You don't have to rewrite the application every time there's things that you can do to just re factor. Um, and one of those components is that when you look at cloud and you look at the a p I nature of the cloud, um, transparency is the gift of the cloud. And automation is how you get value out of that gift. And when when you look at how automation and transparency you're kind of tied together for our customers and you look at the fact that again everything's in a P I based, you know, with, you know, full non repudiation who made that call when they made that call? You've got an ability to create this autonomic response system, and this is This is a key part of application modernization, giving that customer the ability to rapidly respond to an event, create automation, create run books, use you know, advanced technologies like machine learning for anomaly detection, create, you know, security orchestration, all of those components when you could build that framework. Then your customers can even take some of their legacy assets and be able to utilize, you know, the high value of the cloud and respond to events much faster and in, um, or automated an autonomic manner. >>I love that transparency in automation. And I want to go back to you. Anthony, you've been doing this for a long time. Um, you didn't have these tools at your disposal before, and you didn't have necessarily the automation that you have before. And I think more importantly, you know, interesting thing that Rob you touched on on on your earlier interview a couple of years back, you know, kind of this scale learning something identified by by Bill Chamorro's I once in terms of calling it out where you learn something in one place and you can apply that learning, you know, across many, many places. And then the other piece. I want you to comment on its automation because, as we know, a lot of errors happen from silly things, fat fingers, bad copy paste, putting in a wrong config code. This that and the other. So, by adding mawr and Mawr automation and continuing to kind of remove potential little slip ups that can cause big big problems. It's a really different world that you've got in the tools that you have in your portfolio to offer these solutions up to your clients >>absolutely again, as we've learned MAWR Maura about these repeatable patterns that have happened across our different customers. That allows us to create that run book automation library that then allows our team and our capabilities scale across multiple workloads and kind of like Robert identified earlier. There's a lot of these cognitive services, and I'll take Amazon a specific example. Guard duty. It is a very innovative capability with M. L. A. I behind it that allow you to look at these access patterns and communication patterns of these application workloads and quickly identify threats. But the automation and road book and orchestration that you can build behind this then allows you to leverage that library to immediately respond to these events. When you see a threat and you see that pattern, your your ability to rapidly respond to that and mitigate that threat, Israel allows your business and information systems continue providing no the primary business use case and again in our GOP customer. National security system. Customers dividing to the warfighter complete their mission. >>Yeah, well, what a good and let you give. Give a plug for some of your processes and techniques. You have something that you call fast, um, to help people, you know, go through this decision process. And I think, as you said, Rob, you know, you gotta have some strategy before you start making some decisions. And also, this thing that we're seeing out there called the shift left. Um, what does that mean to you? What does it mean to your customers? Why is that important? Why should people know about it? Start with you, Rob. >>So what? We notice we've been doing cloud services, you know, since 2009, Really? One of the first eight of us public sector partners delivering the first capabilities to that market. And what we noticed is that ah, lot of organizations found it easy to move one or two workloads into the cloud. But they struggled in making a cloud, a true enterprise asset. So we took a step back and we created something that we call foundational agile strategic transformation. And that's fast. It's a It's a program that we developed that allows complex organizations. Security minded organizations understand What are all the foundational things that need to be in place to really treat cloud as an enterprise asset? And it covers much more than just the technical components. It covers the organizational components. It covers all the stakeholders around security. But one of the key things that we've changed in the past couple of years is how do we not only look at, you know, leveraging the cloud is an enterprise asset, But how do we allow them to accelerate how they can get the value out of the cloud, modernize their applications, create thes capabilities? And the shift left component of fast is providing as much capability all the way down to where the developer is, where you have maybe dead set cops when it used to be a developer on one side and operations on the other. Security is kind of a binding function. Now we're talking about how can we create more capability, right at the point of development? How can we shift that capability? And I think the role of the managed service provider is to enable that in an organization provide capability, provide operations capability but also help them in a You know, we use the term SRE quite a bit. Site reliability, engineering. How can we really help them continuously optimize their portfolio and build a set of capabilities and services? So when they're building new applications, they're not adding to their technical debt. >>That's great and so and so, so important. And it's just been so interesting. Toe watch again. A security specifically for Public Cloud in AWS has become from you know, what was potentially a concern and a headwind to now being a tailwind. And all you have to do is go to go to some of the the architectural keynotes my some of my favorites and see the scale in massive investments that they can put into infrastructure. And they can put into security that no single company, unless you have the biggest, biggest ones you know, can possibly invested to be able to leverage that opportunity. And obviously, Teresa Carlson and the Public Sector team have done a really good job and giving you guys the solutions that satisfy the very tight requirements that you're very important customers have. So it's really a great story and really enjoy learning mawr and continued success to you guys And, uh, and your teams and your importance, your customers and all the important stuff that they protect for us. Uh, eso thank you very much. All right. Thank you. All right, well, signing off. That's Robert and Anthony. I'm Jeff. You're watching the Cube. Ongoing coverage of aws reinvent 2020. Thanks for watching. See you next time. Thank you.

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. Hey, is Keith Townsend, principal at CTO Adviser, and you're watching the Cube virtual coverage of AWS reinvent 2020. I'm really excited whenever we get toe talk to actual end users. Builders. The conversation is dynamic. This is no exception. Back on the show, Al Vanish despondent head off architectures at logic I've been ish. Welcome back to the show. >>Thanks, Kate. Good to be here >>and on the other side of my screen or how you depend on how you're looking at it is Anthony Brooks Williams C E O off HBR Anthony, Welcome back to the Cube. I know your kind of tired of seeing us, but the conversation is gonna be good, I promise. >>Thanks very much. Look forward to being here and great as you said to talk about a use case for the customer in the real world. >>So I'll be let's start off by talking about lodge attacking. What are you guys doing in a W s in general? I mean, e no. Every company has public cloud, but Logitech and AWS and Public Cloud doesn't naturally come to mind. Help educate the audience. What do you guys doing? >>Sure, so traditionally, audience knows Logitech as the Mice and keyboard company, but we do have a lot of brands which are cool brands off logic tech If you know about gaming, Logitech G is a huge brand for us. We are in video collaboration space. We compete with the likes off Ciscos of the world, where we have hardware that goes on bond works with Zoom Google as well as Microsoft ecosystems. That has been a huge success in a B two b well for us. Beyond music industry gaming as an Astro gaming Jay Bird head phones for athletes. We are also in security system space. On top of that were also in the collaboration space off streaming as in stream labs so a Z can see logic has grown toe where that a lot off use cases, apart from just peripherals, is out there. We connected devices, so we're also looking to move towards a cloud ecosystem where we could be in on on our toes, toe provisioning information on DNA, make sure we are computing to the best of the world. So we are in AWS. We do a lot more in AWS now, compared to what we used to do in the past last five years has seen a change and a shift towards more cloud public cloud usage pure SAS environments in the ws as well And we provisioned data for analysis and essentially a data driven enterprise. Now more so on V as we move towards more future >>and Anthony talked to me about not necessarily just largest heck, but the larger market. How are you seeing companies such as logic? Heck take advantage off A W s and Public cloud. >>Yeah, but I think you mean ultimately we've seen it accelerated the show. Me Castle's just looking for a better way to connect with their prospects, you know, and leverage data in doing so. And we've seen this this driver around digital transformation and that's just being sped up the shirt, given what we've seen around covert and so a lot more companies have really pushed forward and adopting, you know, the infrastructure and the availability off systems and solutions that you find in a platform such as AWS on bets that we've seen grand deduction from our side of customers doing that, we provide the most efficient way of protesters to move data to so platforms such as I don't yes, and that's what we've seen. A big uptick picture. >>So let's focus the conversation around data data, the new oil. We've heard the taglines. Let's put some meat on the bone, so to speak and talk through How are you at logic Tech using real time data in the public cloud? >>Sure, Yeah. I mean, traditionally, if you look at it, uh, logic could selling hardware. Andi hope it >>works for >>the end consumer. Uh, we would not necessarily have an insight into how that product is being used. I think come fast forward. Today's world. It's a connected devices environment. You want to make sure when you sell something, it is working for that consumer. You would want them to be happy about that product, ensuring a seamless experience. Eso customer experience is big. You might want to see a repeat customer come about right. So So the intent is to have a lot off. It is connected experience where you could provisional feedback loop to the engineering team toe to ensure stability off the product, but also enhancements around that product in terms off usage patterns. And and we play a big role with hardware in what you're gaming, for example. And as you can see, that whole industry is growing toe where everything is connected. Probably people do not buy anything, which is a static discussing thing. It's all online gaming. So we want to ensure we don't add Leighton. See in the hardware that we have, ensuring a successful experience and repeat customers right? The essential intent is at the end of the day, to have success with what you sell because there's obviously other options on the market and you want to make sure our customers are happy with the hardware they are investing. Maurin that hardware platform and adding different, very fills along with it so that seamless experiences where we wanna make sure it's connected devices to get that insight. We also look at what people are saying about our products in terms off reviews on APS are on retail portals to ensure we we hear the wise off customer on channel. How's that energy in a positive way to improve the products as well as trying to figure out if there are marketing opportunities were you could go across sailing up cells, so that's essentially driving business towards that success, and at the end of it, that would essentially come up with a revenue generation model >>for us. So Anthony talked to me about how HBR fits into this, because when I look at cloud big, that can be a bit overbearing, like, where's where's the starting point? >>So I mean, for us, you mean the starting point Answer questions around. Acquiring the data data is generated in many places across organizations in many different platforms and many systems. And so we have the ability to have a very efficient technique in the way we go acquire data the way we capture data through this technique called CBC Chinese share the capture where you're feeding incremental updates off off the data across the network. That's the most efficient way to move this data. Firstly, across a wide area network cloud is an endpoint. Uh, you mean off that, And so, firstly, we specializing in supporting many different source systems and so we can acquire that data very efficiently, put it into our into a very scalable, flexible architecture that we have. That's that's a great foot for this modern world of great foot for the cloud. So not only can we capture data from many different source systems, their complexities and a lot of these type of the moments that customers have, we could take the data and move it very efficiently across that network at scale. Because we know, as you've said, data is the new oil that's the lifeblood of organizations today. So we can move that data efficiently at scale across the network and then put it into a system such a snowflake running in AWS like we do for a hobby and a larger taken. So that's really where we fit. I mean, we can, you know, we support data taken from many sources, too many different target systems. We make sure that data is highly accurate. When we move that data across that matches what was in the source of matches, what's in the in the target system. And we do that in this particular use case and what we see predominantly today, the source systems are capturing the data typically today. Still generated on Prem could be data that's sitting in an SFP environment. Unpack that data. Decode that data is to be complex to get out and understand it on moving across and put it in their target system, that predominance sitting in the cloud for all the benefits that we see that the cloud brings around elasticity and efficiency and operational costs the most type of things. And that's probably human in where we fit into this picture. >>You know, I think if I add a little bit there, right, So to Anthony's point for us, we generate a lot of data. You're looking at billions off rolls a day from the edge where people like you and I are using logic devices and we also have a lot off prp transactions That going so the three V s Typically that they call about big data is like the variety off data volume of data at velocity that you want to consume it. So the intent is if you need to be data driven, the data should be available for business consumption as it is being generated very near real time, and that the intent for some of these platforms like H we are, is How efficiently could you move that data, whether it's on Prem or a different cloud into AWS on giving it for business consumption of business analysis in near real time. So you know we strive, Toby Riel time. Whether it's data from China in our factory, on the shop floor, whether it's being generated from people like you and I playing a game for eight hours on generating so many events, we're gonna ensure all that data is being available for business analysis and gone out of those days where we would load that data once a day. And in the hope that we do a weekly analysis right today, we do analysis on make business decisions on that data as the data is being generated. And that's the key to success with such platforms, where we want to make sure we also look at build vs buy rather than us doing all that core and trying toe in just that data we obviously partner with which we are in certain application platforms to ensure stability off it. And they have proven with their experience the I P or the knowledge around how to build those platforms, which even if we go build it, we might need bigger teams to build that. I would rather rely on partners for that capability. And I bring more business value by enabling and implementing such solutions. >>So let's put a little color around that skill whenever I talk to CDOs. Chief data officers, data architects One of the biggest problems that they have in these massive systems you're talking about getting data from E. AARP uh, Internet of things devices, etcetera is simple data transformation. E t l data scientists spend a good droid at a time, maybe sometimes 80% of their time on that data transformation process that slows down the ability to get answers to critical business. Analytic questions. How is HBR assistant you guys and curling down at time for detail? >>Absolutely. So we we do not. We went to cloud about five years back, and the methodology that you talk about e t. L is sort of a point back in the day when you would do, you know, maybe a couple of times a day ingestion. So it's like in the the transition off the pipeline. As you are ingesting data, you would transform and massage the return, enhance the data and provisioned it for business consumption. Today we do lt we extract loaded into target and natively transform it as needed from business consumption. So So we look at each. We are, for example, is, uh, we're replicating all off our e r P data into snowflake in the cloud for real time ingestion and consumption. Uh, if you do all of this analysis on article side to it, typically you would have ah, processing where you would put put in a job toe, get that data out, and analysis comes back to you in a couple of hours out here, you could be slicing and dicing the data as needed on it's all self serve on provisioning. We do not build analysis foreign users. Neither do we do a lot off the data science. But we want to make sure when businesses using that data they can act on that as it's available on the example is we had a processing back in the day with demand forecasting, which we do for every product off logic for 52 weeks, looking ahead for for every week, right, and it will run for a couple of days that processing today with such platforms on in public Lot. We do that in an hour's time. Right now That's critical for business success because you want to know the methodologies you feel need Tofail or have challenges. You probably wanna have them now rather than wait a couple of days for that process in the show up, and then you do not have enough time to, at just the parameters are bringing back some other business process toe augmented. So that's what we look at. The return on investment for such investment are essentially ensuring business continuity and success outfront on faster time to deliver. >>Yeah, >>so, Anthony, this seems like this would really change the conversation within enterprises. The target customer or audience really changes from kind of this IittIe centric movement tome or strategic move. We talked to me about the conversations you've had, what customers and how this has transformed their business. >>Yeah, a few things to unpack there, um, one. You mean, obviously, customs wanna make decisions on the freshest data, so they typically relied on in the past on these batch orientated tough data movement techniques, which which will be touched on there and how we're able to reduce that that time window. Let them make decisions on the freshest data where that takes, you, choose into other parts of organizations. Because, Azzawi said, already, I mean, we know that is the lifeblood of them. There was many, I would say, Typically, I t semi, but let's call it data. Seven people sitting in the both side of organizations, if not Mawr, than used to sit in the legacy I t side. They want access to this data. They want to be able to access their daily easy. And so one of these things cloud based system SAS based systems have made that a lot easier for them. And the conversations. We have a very much driven from not only the chief data officers, but the CEOs. Now they know in order to get the advantage to win. To survive in today's times, they need to be data driven organizations, and it sounds cliche. We hear these digital transformation stories and data driven taglines. They get thrown out there, but what we've seen is where it's really it's been put to toss this year it is happening. Projects that would happen 9 12 months have been given to month Windows to happen because it's a matter of survival and so that's what's really driven. And then you also have the companies that benefit as well. You mean we're fortunate that we are able as a company globally, with composer of all to work from her very efficiently. But then support customers like Obvious who or providing these work from home technology systems that can enable another? The semester It's really moved. That's driven down from being purely I t driven to its CEO, CEO, CEO driven because its's what they've got to do. It z no longer just table stakes. >>I >>think the lines are great, right way we roll up into CEO and like I work for the CEO at at large detect. But we strive to be more service oriented than support. So I t was traditionally looked at as a support our right. But we obviously are enabling the enterprise to be data driven, so we strive to be better at what we do and how we position ourselves. As as more off service are connected to business problem, we understand the business problem and the challenge that they have on and ensuring we could find solutions and solution architectures around that problem to ensure success for that, right? And that's the key to it. Whether we build, vs, buy it. It's all about ensuring business doesn't have toe find stopgap solutions to be successful in finding a solution for their problem. >>Avi Anthony, I really appreciate you guys taking the time to peel back the layers and help the audience understand how to take thes really abstract terms and make them rial for getting answers on real time data and kind of blowing away these concepts of E t l and data transformations and how toe really put data toe work using public cloud resource sources against their real time data assets. Thank you for joining us on this installment of the Cube virtual as we cover A W s re event, make sure to check out the portal and Seymour great coverage off this exciting area off data and data analysis

>> Narrator: From theCUBE's studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is a CUBE conversation. >> Hello everyone, this is Dave Vellante. Welcome to this CUBE conversation. We got a really cool company that we're going to introduce you to, and Anthony Brooks Williams is here. He's the CEO of that company, HVR. Anthony, good to see you. Thanks for coming on. >> Hey Dave, good to see you again, appreciate it. >> Yeah cheers, so tell us a little bit about HVR. Give us the background of the company, we'll get into a little bit of the history. >> Yeah sure, so at HVR we are changing the way companies routes and access their data. And as we know, data really is the lifeblood of organizations today, and if that stops moving, or stop circulating, well, there's a problem. And people want to make decisions on the freshest data. And so what we do is we move critical business data around these organizations, the most predominant place today is to the cloud, into platforms such as Snowflake, where we've seen massive traction. >> Yeah boy, have we ever. I mean, of course, last week, we saw the Snowflake IPO. The industry is abuzz with that, but so tell us a little bit more about the history of the company. What's the background of you guys? Where did you all come from? >> Sure, the company originated out of the Netherlands, at Amsterdam, founded in 2012, helping solve the issue that customer's was having moving data efficiently at scale across all across a wide area network. And obviously, the cloud is one of those endpoint. And therefore a company, such as the Dutch Postal Service personnel, where today we now move the data to Azure and AWS. But it was really around how you can efficiently move data at scale across these networks. And I have a bit of a background in this, dating back from early 2000s, when I founded a company that did auditing recovery, or SQL Server databases. And we did that through reading the logs. And so then sold that company to Golden Gate, and had that sort of foundation there, in those early days. So, I mean again, Azure haven't been moving data efficiently as we can across these organizations with it, with the key aim of allowing customers to make decisions on the freshest data. Which today's really, table stakes. >> Yeah, so, okay, so we should think about you, as I want to invoke Einstein here, move as much data as you need to, but no more, right? 'Cause it's hard to move data. So your high speeds kind of data mover, efficiency at scale. Is that how we should think about you? >> Absolutely, I mean, at our core, we are CDC trades that capture moving incremental workloads of data, moving the updates across the network, you mean, combined with the distributed architecture that's highly flexible and extensible. And these days, just that one point, customers want to make decisions on us as much as they can get. We have companies that we're doing this for, a large apparel company that's taking some of their not only their core sales data, but some of that IoT data that they get, and sort of blending that together. And given the ability to have a full view of the organization, so they can make better decisions. So it's moving as much data as they can, but also, you need to do that in a very efficient way. >> Yeah, I mean, you mentioned Snowflake, so what I'd like to do is take my old data warehouse, and whatever, let it do what it does, reporting and compliance, stuff like that, but then bring as much data as I need into my Snowflake, or whatever modern cloud database I'm using, and then apply whatever machine intelligence, and really analyze it. So really that is kind of the problem that you're solving, is getting all that data to a place where it actually can be acted on, and turned into insights, is that right? >> Absolutely, I mean, part of what we need to do is there's a whole story around multi-cloud, and that's obviously where Snowflake fit in as well. But from our point of views of supporting over 30 different platforms. I mean data is generated, data is created in a number of different source systems. And so our ability to support each of those in this very efficient way, using these techniques such as CDCs, is going to capture the data at source, and then weaving it together into some consolidated platform where they can do the type of analysis they need to do on that. And obviously, the cloud is the predominant target system of choice with something like a Snowflake there in either these clouds. I mean, we support a number of different technologies in there. But yeah, it's about getting all that data together so they can make decisions on all areas of the business. So I'd love to get into the secret sauce a little bit. I mean we've heard luminaries like Andy Jassie stand up at last year at Reinvent, he talked about Nitro, and the big pipes, and how hard it is to move data at scale. So what's the secret sauce that you guys have that allow you to be so effective at this? >> Absolutely, I mean, it starts with  how you going to acquire data? And you want to do that in the least obtrusive way to the database. So we'll actually go in, and we read the transaction logs of each of these databases. They all generate logs. And we go read the logs systems, all these different source systems, and then put it through our webs and secret sauce, and how we how we move the data, and how we compress that data as well. So, I mean, if you want to move data across a wide area network, I mean, the technique that a few companies use, such as ourselves, is change data capture. And you're moving incremental updates, incremental workloads, the change data across a network. But then combine that with the ability that we have around some of the compression techniques that we use, and, and then just into very distributed architecture, that was one of the things that made me join HVR after my previous experiences, and seeing that how that really fits in today's world of real time and cloud. I mean, those are table stakes things. >> Okay, so it's that change data capture? >> Yeah. >> Now, of course, you've got to initially seed the target. And so you do that, if I understand you use data reduction techniques, so that you're minimizing the amount of data. And then what? Do you use asynchronous methodologies, dial it down, dial it up, off hours, how does that work? >> Absolutely, exactly what you've said they mean. So we're going to we're, initially, there's an initial association, or an initial concept, where you take a copy of all of that data that sits in that source system, and replicating that over to the target system, you turn on that CDC mechanism, which is then weaving that change data. At the same time, you're compressing it, you're encrypting it, you're making sure it's highly secure, and loading that in the most efficient way into their target systems. And so we either do a lot of that, or we also work with, if there's a ETL vendor involved, that's doing some level of transformations, and they take over the transformation capabilities, or loading. We obviously do a fair amount of that ourselves as well. But it depends on what is the architecture that's in there for the customer as well. The key thing is that what we also have is, we have this compare and repair ability that's built into the product. So we will move data across, and we make sure that data that gets moved from A to B is absolutely accurate. I mean people want to know that their data can move faster, they want it to be efficient, but they also want it to be secure. They want to know that they have a peace of mind to make decisions on accurate data. And that's some stuff that we have built into the products as well, supported across all the different platforms as well. So something else that just sets us apart in that as well. >> So I want to understand the business case, if you will. I mean, is it as simple as, "Hey, we can move way more data faster. "We can do it at a lower cost." What's the business case for you guys, and the business impact? >> Absolutely, so I mean, the key thing is the business case is moving that data as efficiently as we can across this, so they can make these decisions. So our biggest online retailer in the US uses us, on the biggest busiest system. They have some standard vendors in there, but they use us, because of the scalability that we can achieve there, of making decisions on their financial data, and all the transactions that happen between the main E-commerce site, and all the third party vendors. That's us moving that data across there as efficiently as they can. And first we look at it as pretty much it's subscription based, and it's all connection based type pricing as well. >> Okay, I want to ask you about pricing. >> Yeah. >> Pricing transparency is a big topic in the industry today, but how do you how do you price? Let's start there. >> Yeah, we charge a simple per connection price. So what are the number of source systems, a connection is a source system or a target system. And we try to very simply, we try and keep it as simple as possible, and charge them on the connections. So they will buy a packet of five connections, they have source systems, two target systems. And it's pretty much as simple as that. >> You mentioned security before. So you're encrypting the data. So your data in motion's encrypted. What else do we need to know about security? >> Yeah, you mean, that we have this concept and how we handle, and we have this wallet concept, and how we integrate with the standard security systems that those customers have already, in the in this architecture. So it's something that we're constantly doing. I mean, there's there's a data encryption at rest. And initially, the whole aim is to make sure that the customer feels safe, that the data that is moving is highly secure. >> Let's talk a little bit about cloud, and maybe the architecture. Are you running in the cloud, are you running on prem, both, across clouds. How does that work? >> Yeah, all of the above. So I mean, what we see today is majority of the data is still generated on prem. And then the majority of the talks we see are in the cloud, and this is not a one time thing, this is continuous. I mean, they've moved their analytical workload into the cloud. You mean they have these large events a few times a year, and they want the ability to scale up and scale down. So we typically see you mean, right now, you need analytics, data warehouses, that type of workload is sitting in the cloud, because of the elasticity, and the scalability, and the reasons the cloud was brought on. So absolutely, we can support the cloud to cloud, we can support on prem to cloud, I think you mean, a lot of companies adopting this hybrid strategy that we've seen certainly for the foreseeable next five years. But yeah, absolutely. The source of target systems considered on prem or in the cloud. >> And where's the point of control? Is it wherever I want it to be? >> Absolutely. >> Is it in one of the clouds on prem? >> Yeah absolutely, you can put that point of control where you want it to be. We have a concept of agents, these agents search on the source and target systems. And then we have the, it's at the edge of your brain, the hub that is controlling what is happening. This data movement that can be sitting with a source system, separately, or on target system. So it's highly extensible and flexible architecture there as well. >> So if something goes wrong, it's the HVR brain that helps me recover, right? And make sure that I don't have all kinds of data corruption. Maybe you could explain that a little bit, what happens when something goes wrong? >> Yeah absolutely, I mean, we have things that are built into the product that help us highlight what has gone wrong, and how we can correct those. And then there's alerts that get sent back to us to the to the end customer. And there's been a whole bunch of training, and stuff that's taken place for then what actions they can take, but there's a lot of it is controlled through HVR core system that handles that. So we are working next step. So as we move as a service into more of an autonomous data integration model ourselves, whichever, a bunch of exciting things coming up, that just takes that off to the next levels. >> Right, well Golden Gate Heritage just sold that to Oracle, they're pretty hardcore about things like recovery. Anthony, how do you think about the market? The total available market? Can you take us through your opportunity broadly? >> Yeah absolutely, you mean, there's the core opportunity in the space that we play, as where customers want to move data, they don't want to do data integration, they want to move data from A to B. There's those that are then branching out more to moving a lot of their business workloads to the cloud on a continuous basis. And then where we're seeing a lot of traction around this particular data that resides in these critical business systems such as SAP, that is something you're asking earlier about, what are some core things on our product. We have the ability to unpack, to unlock that data that sits in some of these SAP environments. So we can go, and then decode this data that sits between these cluster pool tables, combine that with our CDC techniques, and move their data across a network. And so particularly, sort of bringing it back a little bit, what we're seeing today, people are adopting the cloud, the massive adoption of Snowflake. I mean, as we see their growth, a lot of that is driven through consumption, why? It's these big, large enterprises that are now ready to consume more. We've seen that tail wind from our perspective, as well as taking these workloads such as SAP, and moving that into something like these cloud platforms, such as a Snowflake. And so that's where we see the immediate opportunity for us. And then and then branching out from there further, but I mean, that is the core immediate area of focus right now. >> Okay, so we've talked about Snowflake a couple of times, and other platforms, they're not the only one, but they're the hot one right now. When you think about what organizations are doing, they're trying to really streamline their data pipeline to get to turn raw data into insights. So you're seeing that emerging organizations, that data pipeline, we've been talking about it for quite some time. I mean, Snowflake, obviously, is one piece of that. Where's your value in that pipeline? Is it all about getting the data into that stream? >> Yeah, you just mentioned something there that we have an issue internally that's called raw data to ready data. And that's about capturing this data, moving that across. And that's where we building value on that data as well, particularly around some of our SAP type initiatives, and solutions related to that, that we're bringing out as well. So one it's absolutely going in acquiring that data. It's then moving it as efficiently as we can at scale, which a lot of people talk about, we truly operate at scale, the biggest companies in the world use us to do that, across there and giving them that ability to make decisions on the freshest data. Therein lies the value of them being able to make decisions on data that is a few seconds, few minutes old, versus some other technology they may be using that takes hours days. You mean that is it, keeping large companies that we work with today. I mean keeping toner paper on shelves, I mean one thing that happened after COVID. I mean one of our big customers was making them out their former process, and making the shelves are full. Another healthcare provider being able to do analysis on what was happening on supplies from the hospital, and the other providers during this COVID crisis. So that's where it's a lot of that value, helping them reinvent their businesses, drive down that digital transformation strategy, is the key areas there. No data, they can't make those type of decisions. >> Yeah, so I mean, your vision really, I mean, you're betting on data. I always say don't bet against the data. But really, that's kind of the premise here. Is the data is going to continue to grow. And data, I often say data is plentiful insights aren't. And we use the Broma you said before. So really, maybe, good to summarize the vision for us, where you want to take this thing? Yeah, absolutely so we're going to continue building on what we have, making it easier to use. Certainly, as we move, as more customers move into the cloud. And then from there, I mean, we have some strategic initiatives of looking at some acquisitions as well, just to build on around offering, and some of the other core areas. But ultimately, it's getting closer to the business user. In today's world, there is many IT tech-savvy people sitting in the business side of organization, as they are in IT, if not more. And so as we go down that flow with our product, it's getting closer to those end users, because they're at the forefront of wanting this data. As we said that the data is the lifeblood of an organization. And so given an ability to drive the actual power that they need to run the data, is a core part of that vision. So we have some some strategic initiatives around some acquisitions, as well, but also continue to build on the product. I mean, there's, as I say, I mean sources and targets come and go, there's new ones that are created each week, and new adoptions, and so we've got to support those. That's our table stakes, and then continue to make it easier to use, scale even quicker, more autonomous, those type of things. >> And you're working with a lot of big companies, the company's well funded if Crunchbase is up to date, over $50 million in funding. Give us up right there. >> Yeah absolutely, I mean a company is well funded, we're on a good footing. Obviously, it's a very hot space to be in. With COVID this year, like everybody, we sat down and looked in sort of everyone said, "Okay well, let's have a look how "this whole thing's going to shake out, "and get good plan A, B and C in action." And we've sort of ended up with Plan A plus, we've done an annual budget for the year. We had our best quarter ever, and Q2, 193% year over year growth. And it's just, the momentum is just there, I think at large. I mean obviously, it sounds cliche, a lot of people say it around digital transformation and COVID. Absolutely, we've been building this engine for a few years now. And it's really clicked into gear. And I think projects due to COVID and things that would have taken nine, 12 months to happen, they're sort of taking a month or two now. It's been getting driven down from the top. So all of that's come together for us very fortunately, the timing has been ideal. And then tie in something like a Snowflake traction, as you said, we support many other platforms. But all of that together, it just set up really nicely for us, fortunately. >> That's amazing, I mean, with all the turmoil that's going on in the world right now. And all the pain in many businesses. I tell you, I interview people all day every day, and the technology business is really humming. So that's awesome to hear that you guys. I mean, especially if you're in the right place, and data is the place to be. Anthony, thanks so much for coming on theCUBE and summarizing your thoughts, and give us the update on HVR, really interesting. >> Absolutely, I appreciate the time and opportunity. >> Alright, and thank you for watching everybody. This is Dave Vellante for theCUBE, and we'll see you next time. (upbeat music)

>> Narrator: From the cube studios in Palo Alto in Boston, connecting with thought leaders all around the world. This is a cube conversation. >> Hi, I am Stu Miniman and welcome to this special cube conversations. We're here with Dell Technology to share the news of an update to one of their product lines. We've watched for a number of years, Dell has taken their portfolio like I said they powered them up. So, of course the servers are known for a long time PowerEdge and we've seen many of the storage products and like going through their power up and here we have is the PowerFlex. So people that are familiar with what's happening in the software defined storage and hyper-converged space will remember the VX flex, so it's powered up. Joining me to discuss this important announcement, we have Matthew Paul, who's the Senior Director of Product Management and Anthony Cinelli, who's the Senior Director of Business Development, both with Dell Technologies. Matt, let's jump right into it. PowerFlex, powering up this segment of the market, give us the importance and what the announcement is. >> Great, thank you Stu thanks for having us. Yeah, I'm really excited to announce that we're powering up our product and we're moving our VxFlex product through the new power brand and the power name, really responding to customers and our customers taking this product on and aligning it and using it to be able to... Inline with our bigger portfolio that we have at Dell EMC, delivering outcomes for our customers. So it's an exciting timeframe and it really reflects this idea of customers' adoption, in the technology and our investment as Dell Technologies in this software defined storage, to kind of signify to the market that we're here to stay and this is an exciting thing we're working through. The second part around this on top of kind of the rebrand is a new launch of PowerFlex three five So this new software and this software information is delivering some key additions to our portfolio, including a replication, including a new HDMI 5 GUI and including some really cool additions to our software management stack that customers are really been asking for. >> Excellent. So AC, in normal times you're out meeting with a lot of customers, I'm sure you're still talking to a lot of customers, even if you're in work from home mode during the pandemic, but help us understand one of the things we know that Dell has done is it is spring line the portfolio, but when you talk about storage software-defined storage, converged, hyper-converged, there's still a few different options inside the Dell family. So tell us where PowerFlex fits and how it differentiates in position, compared to some of the other pieces. >> Yeah, great question. So, I have a pretty nice role here for Dell, which is, I am responsible for our entire portfolio of converged, hyperconverged, and software defined offerings. And really what that affords me is one particular luxury when I engage with customers. And that luxury is that I can start every single customer engagement with a question. Which is, what problem are you trying to solve? And that's really important because having a portfolio at my disposal allows me to lead with that question and really focus the conversation and solution on what their business problem is and how best to solve it. Now, the things we typically listen for when it comes to Flex are things like flexibility, things like performance, things like I'm trying to solve a platform where I want to re-platform my architecture to a software-defined outcome. But I need to run a wide variety of workloads. I need to run virtual workload, I need to run physical workload, I need to run container workload, I want to consolidate all of that onto a single modern software-defined infrastructure. Or we hear workload specific things. Things like I have an incredibly high performance Oracle Database, or I have a workload. One great example of a customer was cause of COVID they had to go from 60,000 to 160,000 remote users over a weekend. They did that on Flex with zero incremental infrastructure required for the storage. All the performance, all of the horsepower was fully capable of handling that increased capacity. Another customer, curbside pickup was a great application for their business, saw a hundred X performance requirement increase essentially over the course of a weekend because of COVID. Running on flex, they were able to swallow that performance increase with no problem. So a lot of what we see when it comes to Flex and the problems we're hearing are I need a platform that has a lot of inherent flexibility, or I have a very acute workload problem, then I need something very scalable and very performant to solve. But again, my luxury is I can always ask the customer the question first and then leverage the power of our portfolio to provide the best solution to solve for their business problem. >> All right, so AC, appreciate you talked about scale and performance, two of the really big things, if you talk about what's happening in this space. Matt, maybe you can help us sequin through a little bit, as to how this differentiates compared to other solutions in the market place we saw software-defined storage, hyper-converged infrastructure run through its wave in the last few years, you've got some very large customers, big brand names globally, as well as service providers that have used Flex in the past. So explain how this is different from others out there. >> Yeah, I think when we talk about how we manage and we work through this, it's our concepts, so I'm trying to really democratize this software to the masses, right? And be able to make it easy to use and simple to use. If you think about old or traditional software-defined storage, all the knobs and all the tweaks, sometimes it make it difficult to implement. And so you get these really high end extreme customers that leave all these knobs to tweak. We do that very, very well, but what we've been focused on the last couple of years is ensuring we can get that to multiple places through robust kind of investment in our flex manager space. So be able to automate and make things a lot easier and simpler for customers to use that way we can go down and provide this technology to more people. And then the other thing is kind of meeting customers where they need to be. And so a couple of key mechanism, which people consume our products is through our appliances and our racks or integrated racks. So when a customer comes after a kind of a full end to end white glove solution, whether I want to roll a big rack into their environment, plug it in, get it up and going, we have a full integrated rack that we deliver to the customers that really drive that outcome. And then if you think about the difference between that and the appliance the appliance has given us a little more flexibility. So if you want to plug that into an existing network or an existing environment, well, both of these things give you that extreme scale and performance that AC was just talking about, while that rich management experience. so I think you kind of aligned the consumption models and the new management, which also brings a big differentiated value to the product. >> Excellent, so, Matt when I hear you talking about these solutions, wonder if you can help connect this with how your customers are talking about cloud in general, you talked about consumption model, you talked about how to manager, so where does this fit? whether it's the Dell Tech Cloud or just your customers overall discussion of cloud. >> Yeah, so a couple of things come to mind here. Typically what we see with PowerFlex is customer saying, I'm trying to achieve what we call this common platform, which is, I want to build an on premises cloud, that gives me the flexibility to run all the workloads in my data center. And when we say all the workloads, that's everything from obviously your virtualization stack through things like your physical bare metal workloads typically your high performance databases all the way through this emerging world of containers. And those containers could be virtual, could be physical. And giving customers the value of running all of that on a single underlying software-defined infrastructure, with all of the automation life cycle management to go along with it, there's really just nothing like that in the market. So really where we're seeing this adoption is customers who are saying, I want to build my own cloud within my data center, that gives me the ability to run my workloads and because I'm building them on a common infrastructure, I can build automation that allows my end users to consume that infrastructure in a very cloud-like manner. So that's one big thing that we are seeing customers really bite off on. Another approach is within that Dell Technologies cloud platform. Which is, how do we leverage the best of all of the assets under the Dell Technologies umbrella, namely assets from VMware, VMware cloud foundations and everything they offer in their multicloud story, and providing a wide variety of options within the Dell Technologies portfolio to solve that. Obviously we have our VxRail platform, which is the most integrated solution vertically within that VMware stack. We also have other offerings within our storage portfolio that have the ability to plug into that, PowerFlex being one of those as an option for customers to leverage within that Dell Tech Cloud platform strategy. >> Excellent. Matt, you mentioned the new updates with three dot five maybe give us a little bit more on that If whether it's an existing customer, what things they've been asking for that are in this release, or maybe first some new people that might not have looked at the Flex family for awhile that three dot five might be bringing to the table. >> Yeah, I think the great thing about this product, it's an end to end solution. So we bring all these things together that add that value. A couple of the key things is that we've been hearing and driving towards our customers is around replication or a synchronous replication. So the ability for us to be able to align that and give that to customers is probably the most important piece of this release. We also did some really cool stuff in the management stack. So if you think about other competition or other products, being able to align firmware updates for example, or software updates for example, because of the scale of our product, we've had to align real unique things in our managements like stack like the ability to do rack level updates. So really innovative, really differentiated. So customers can take racks at a time down to do updates 'cause they don't have time when there's thousands of servers in their environment, they don't have time to do one note at a time in a round robin fashion. >> And a point to add onto that, right? What's really unique and Matt touched on it, this concept of democratization. We've always done large really well with this technology, right? In a way that really no other technology platform in this space can. What the team has built on the management stack is now allowing us to also do small and medium incredibly well, where we can bring this incredibly disruptive technology to the masses, to your general enterprise, to your general mid market type customer, who's not solving for hundreds or thousands of notes, but maybe solving for 10, 20 or 50 notes and delivering this very disruptive outcome that helps them much more adapt or much more quickly adapt to changing demands they have, harnessing all this flexibility, but doing it with point click operations that are incredibly simple across the full stack. >> Excellent, well, we've heard from Jeff Clark when you get the power brand on there, that's a message to the customers that this is a platform that's going to be with us for quite a number of years. Give us a look forward as to both of you as to what would you expect to see from PowerFlex. >> Yeah, I mean, we're really excited about the future, right? To your point, aligning with the winning roadmap, the investment level in this technology is really high within the organization, how we work well within the broader Dell Technologies portfolio is really exciting. So we'll continue to innovate and drive this democratization story that Anthony was talking about. Innovate in new data services, innovate in new management paradigms and stacks. Like the thing I just talked about in terms of doing rack level updates. And I think just giving customers, listening to our customers and providing that on a reoccurring basis is the critical thing. So we're really embracing this idea of providing updates on a regular basis to be able to respond to customers' needs on a daily day basis. >> Yeah, I think one thing to add to that, that I'm excited to see the team continue executing on is delivering actual workload solution-based outcomes, right? Very often customers will come to us and say, here's my workload problem, right? It's an Oracle, it's a Slung, it's an elastic stack or name your workload. The team's really done a great job of leveraging this platform and building full stack validated solutions, oftentimes in tandem with the application vendor. So customers can consume this technology with complete confidence to run oftentimes their most important or critical workloads, knowing that they have the full backing of the vendor, they have the full backing of the infrastructure provider and the application provider working together to deliver this technology as an outcome. And because of its extreme flexibility, we can adapt it to so many different workload scenarios and customers have responded to that incredibly well. So for me, I'm excited to see the team continuing to build that solutions portfolio because customers are really seeing a ton of value in that. >> Great. I guess final question I have for you Matt, probably up your alley there, availability of the product, is it available now at the launch and if I was a VxFlex customer before what does the move to PowerFlex move, how do I get from where I was to the future If there are any hardware changes or is it all software? >> Yeah, good point. So it's available now, there on the 25th, so, really excited for the customers and we do support customers going from the existing version to the new version. And so the upgrades are pretty straight forward, pretty easy to bring in that updated management stack and then bring in the updated FlexOS. I'm sorry, PowerFlex version. (giggles) >> It's all right, I'm sure customers will be going back and forth on the terms. All right, Matt and AC thank you so much for the update. Congratulations on the progress. (mumbles) All right, I'm Stu Miniman and thank you for watching the cube. (soft music)

>>long from Las Vegas. It's the Q covering a ws re invent 2019. Brought to you by Amazon Web service is and in Came along with its ecosystem partners. >>Hey, welcome back to the Cube. Lisa Martin at AWS Reinvent in Vegas. Very busy. Sands Expo Center. Pleased to be joined by my co host this afternoon. Justin Warren, founder and chief analyst at Pivot nine. Justin, we're hosting together again. We are. >>It's great to be >>here. It's great to have you that. So. Justin Meyer, please welcome a couple of our cue ball. Um, back to the program. A couple guys from nut up. We have Anthony Lie, the S B, P and G m of the Cloud business unit. Welcome back at the >>very much great to be here >>and color coordinating with Anthony's Jandi Stephenson, Chief Technology officer and GPS Cloud. Welcome back. >>Thank you. Thank you >>very shortly. Dress, guys and very >>thank you. Thank you. It's, uh, the good news Is that their suits anymore. So we're not going to have to wear ties >>comfortable guys net up a w s this event even bigger than last year, which I can't even believe that 65,000 or so thugs. But, Anthony, let's start with you. Talk to us about what's new with the net up AWS partnership a little bit about the evolution of it. >>Yeah. I mean, you know, we started on AWS. Oh, my gosh. Must be almost five or six years ago now and we made a conscious effort to port are operating system to AWS, which was no small task on dhe. It's taken us a few years, but we're really starting to hit our stride Now. We've been very successful, were on boarding customers on an ever increasing rate. We've added more. Service is on. We just continue to love the cloud as a platform for development. We can go so fast, and we can do things in in an environment like aws that, frankly, you just couldn't do on premise, you know, they're they're complexity and EJ ineighty of on premise was always a challenge. The cloud for us is an amazing platform where we can go very, very fast >>and from a customer demand standpoint. Don't talk to me about that, Chief technologist. One of the thing interesting things that that Andy Jassy shared yesterday was that surprised me. 97% of I t spend is still on from So we know that regardless of the M word, multi cloud work customers are living in that multi cloud world. Whether it's by strategy, a lot of it's not. A lot of it's inherited right, but they have to have that choice, right? It's gonna depend on the data, the workload, etcetera. What can you tell us about when you're talking with customers? What what? How are they driving NetApp evolution of its partnership with public provider AWS? >>So actually, I don't know if it's the desired state to be running in a hybrid, mostly cloud fashion, but it's it's It's driven by strategy, and it's usually driven by specific workloads and on the finding the best home for your application or for your workers at any given time. Because it's it's ultimately unrealistic for on premise customers to try to compete with like a machine and keep learning algorithms and the rate of development and rate off basically evolution in the cloud. So you always have to be there to be able to stay competitive, so it's becoming a part of the strategy even though it was probably asked that developers that drove a lot off cloud adoption to begin with. Maybe, maybe not. Not in favor of the c i o r. You have, like a lot of Cloud Cloud sprawling, but there's no longer sprawling it. It's part of the strategy before every company in my way >>heard from any Jesse in the keynote yesterday about the transformation being an important thing. And he also highlighted a lot of enterprise. Nedda has a long history with enterprise, Yes, very solid reputation with enterprise. So it feels to me like this This is an enterprise show. Now that the enterprise has really arrived at with the cloud, what are you seeing from the customers that you've already had for a long time? No, no, no, I'm familiar with it. Trust Net up. We're now exploring the Clouded and doing more than just dipping their toe in the water. What are they actually doing with the cloud and and we'll get up together, you know, >>we see and no one ever growing list of workload. I think when people make decisions in the cloud, they're not making those traditional horizontal decisions anymore. They're making workload by workload by workload decisions and Internet EPPS history and I think, uh, performance on premises, given customers peace of mind now in the cloud, they sort of know that what's been highly reliable, highly scaleable for them on premise, they can now have that same confidence in the cloud. So way started. Like just like Amazon. We started off seeing secondary workloads like D r Back Up Dev ops, but now is seeing big primaries go A s, a p big database workloads, e commerce. Ah, lot of HBC high forming compute. We're doing very well in oil and gas in the pharmaceutical industries where file has been really lacking on the public cloud. I think we leaned in as a company years ago and put put, put a concerted effort to make it there. And I think now the workloads a confident that were there and we can give them the throughput. We give them the performance on the protocols and now we're seeing big, big workloads come over to the public clouds. >>And he did make a big deal about transformation being important. And a lot of that was around the operational model. Let's let's just the pure technology. But what about the operating model? How are you seeing Enterprises Transformer? There's a lot of traditionally just taken a workload, do a bit of lift and shift and put it to the cloud. Where are they now transforming the way they actually operate? Things because of >>cloud? Absolutely. I mean, they have to They have to adopt the new technologies and new ways of doing business. So I mean, I think they are actually celebrating that to answer point. I think this is not a partnership and we're partnering with. We have a very unique story. We're partnering with all of them and have really deep engineering relationship with all of them. And they are now able to go after enterprise type workloads that they haven't been gone. I've been able to go after before, so that's why it's such a strategic strategic relationship that we have with all of them. That sort of brings in in the freedom of choice. You can basically go everywhere anywhere. That, in my opinion, is that true hyper cloud story lot has always been really difficult. But with the data management capabilities of not top, it's really easy to move my greater replicate across on premise toe are hyper scaler off choice. >>I mean, I think you know, if you're in enterprise right now, you know you're a CEO. You're probably scared to death of, like, being uber, you know exactly on. Uh, you know, if you're you know, So speed has now become what we say. The new scale they used to be scaled is your advantage. And now, if you're not fast, you could be killed any day by some of these startups who just build a mobile app. And all of a sudden they've gotten between you and the customer and you've lost. And I think CEOs are now. How fast are we going? How many application developers do we have? And did a scientist do we have? And because of that, that they're seeing Amazon as a platform for speed on. So that's just that paranoia. I think digital transformation is driving everybody to the cloud. >>You're right. If we look at transformation if a business and Andy Jassy and John for your talked about this and that exclusive interview that they did the other day. And Andy, if you're and a legacy enterprise and you're looking at your existing market share segment exactly, and you're not thinking there's somebody else. What assisting on there on the side mirror? Objects in mirror are closer. Not getting ready for that. You're on the wrong. You're going to be on the wrong side of that equation. But if we look at cloud, it has had an impact on traditional story one of naps. Taglines is data driven. If we look at transformation and if we'll even look at the translation of cloud in and of itself, data is at the heart of everything. Yes, and they talk to us about net APS transformation as cloud is something that you're enabling on prime hybrid multi cloud as you talked about. But how is your advantage allowing customers to not only be data driven, but to find value in that data that gives them that differentiation that they need for the guy or a girl that's right behind them. I already did take over. >>Well, I think if you're you know, if you're an enterprise, you know, the one asset you have is data. You have history now >>a liability Now with an asset. >>Can they can they do anything with it. Do they know where it is? Do they know how to use it where it should be, you know, Is it secured? Is it protected all of those things? It's very hard for enterprise to answer those questions. What one end up, I think it's done incredibly well, is by leaning in as much as we did onto AWS way. Give our customers the absolute choice to leave our on premise business and a lot of people, I think years ago thought we were crazy. But because now we've expanded our footprint to allow customers to run anywhere without any fear of lock in, people will start to see us now not as a storage vendor but as a strategic partner, and that that that strategic partnership is really has really come about because of our willingness to let people move the data and manage the data wherever they needed to be. On that something our customers have said, you know, used to be a storage vendor on along with the other storage vendors and now all of a sudden that we're having conversations with you about strategy where the data should be, you know who's using it is. It's secured all of those kinds of conversations we're having with customers. >>You mentioned moving data, and that was something that again came up in the keynote yesterday. And he mentioned that Hey, maybe instead of taking the data to the computer, we should bring the computer's data. That's something that Ned Abbas has long actually talked about. I remember when you used to mention data fabric was something about We want to take your data and then make it available to where the computer is. I'd like you to talk it through that, particularly in light of like a I and ML, which is on the tip of everybody's tongue. It's It's a bit of I think, it's possibly reaching the peak of the hype cycle at the moment s o what our customers actually doing with their data to actually analyze it? Are they actually seeing real value from machine learning? And I are We still isn't just kicking the tires on that. >>I mean, the biggest problem with deep learning and machine learning is having our accumulating enough on being able to have the data or lessening that gravity by being able to move it then you can take advantage off states maker in AWS, the big Cleary and Google, whatever fits your needs. And then, if you want to store the results back on premise, that's what we enable. With it out of harbor having that free flowing work clothes migration has to count for data. It's not enough to just move your application that that that's the key for machine learning and thought the lakes and others, >>absolutely in terms of speed. Anthony mentioned that that's the new scale. How is flash changing the game >>with perspective, you know, flashes a media type, but it's just, you know, the prices have come down now that you know the price performance couple flashes an obvious thing. Um, and a lot of people are, I think now, making on premise decisions to get rid of spinning disc and replaced with Flash because the R. O. I is so good. Tco the meantime between failures, that's that's so many advantages that percent workloads. It's a better decision, of course. You know, AWS provides a whole bunch of media Onda again. It's just you like a kid in a candy store, you know, as a developer, you look at Amazon. You're like, Oh, my God. Back in the day, we had to make, like, an Oracle decision and everything was Oracle. And now you can just move things around and you can take advantage of all sorts of different utilities. And now you piece together an application very differently. And so you're able to sort of really think I think Dion sees point. People are telling us they have to have a date, a strategy, and then, based on the data strategy, they will then leverage the right storage with the right protocols. They'll then bring that to compute whatever compute is necessary. I think data science is, you know, a little fashion, you know, conscious. Right now, you know, everybody wants to say how many did a scientist they have on their teams? They're looking for needles in haystacks. Someone, they're finding them. Some of them are but not doing it, I think it is. Makes companies very, very nervous. So they're going the results, gonna trying as hard as they can to leverage that technology. >>And you'll see where is that data strategy conversation happening if we think about the four essentials that Andy Johnson talked about yesterday for transformation in one of the first things he said was, it has to be topped at senior level decision. Then it's going to be aggressively pushed down through the organization. Are you seeing this data strategy at the CEO level yet? >>Yeah, we are. But I'm also seeing it much lower. I mean, with the data engineers with the developers, because it's asked, is it is extremely important to be developing on top off production data, specifically if you're doing machine and deep learning. So I think it's both. I think the decision authority has actually moved lower in the company where the developers are the side reliability engineers are actually choosing more technology to use. That fits the product that they are actually creating off course. The strategy happens at the tall, but the influencer and the decision makers, in my opinion, has been moving lower and within the organization. So I'm basically contradicting what yes is a. But to me that is also important. The days off a C t o r C E o. Forcing a specific platform or strategy on to developers. Those days are hopefully gone. >>I think if you're a CEO and you know of any company in any industry you have to be a tech company, you know, it used to be a tech industry, and now every company in the world is now tech. Everyone's building APS. Everyone's using data. Everybody's, you know, trying to figure out machine learning. And so I think what's happening is CEOs are are increasingly becoming technically literate. They have to Exactly. They're dead if they're not. I mean, you know whether your insurance company, your primary platform, is now digital if you're a medical company or primary platform additional. So I think that's a great stat. I saw that about two and 1/2 years ago. The number of software engineering jobs in non tech surpassed the number of jobs in tech, so we used to have our little industry and all the software engineers came to work for tech companies. Now there are more jobs outside the tech segment for engineers, and there are in the text >>well, and you brought up uber a minute ago and I think of a couple of companies examples in my last question for you is real. Rapid is about industries. You look at uber for example, what the fact that the taxi cab companies were transitional. And we're really eager to, you know, AP, if I their organizations, and meet the consumer demand. And then you look at Airbnb and how that's revolutionized hospitality or pellet on how it's revolutionized. Fitness Last question, Jonesy, Let's go for you. Looking at all of the transformation that cloud has enabled and can enable what industry you mentioned when the gas. But is there any industry that you see right now that is just at the tipping point to be ableto blow the door wide open if they transform successfully? >>Well, I mean way are working with a lot off pharma companies and genome sequencing companies that have not actually working with sensitive data on if those companies, I mean, these are people's medical histories and everything, so we're seeing them moving now in close into the cloud so those companies can move to the cloud. Anybody can move to the cloud. You mean these sort of compliancy scaremongering? You cannot move to the cloud because of P. C. I or hip power. Those days are over because aws, Microsoft and Google, that's the first thing they do they have? Ah, stricter compliancy than most on premise Homemade tartar sentence. So I see. I see that industry really moving into the cloud. Now >>who knows what a ws re invent 2020 will look like Gentlemen I wish we had more time, but thank you. Both Young and Anthony were talking with Justin and me today sharing what's new with netapp. What? You guys are enabling customers. D'oh! In multiple. Same old way. We appreciate your time where my car is. Justin Warren, I'm Lisa Martin. You're watching the Cube from AWS or reinvent 19 from Vegas. Thanks for watching.

>>LA Las Vegas. It's the cube hovering AWS reinvent 2019 brought to you by Amazon web services and along with its ecosystem partners. >>Hey, welcome back to the cube. Our day one coverage of AWS reinvent 19 continues. Lisa Martin with Dave Volante. Dave and I have a couple of guests we'd like you to walk up. We've got Anthony Brooks billions, the CEO of HBR back on the cube. You're alumni. We should get you a pin and snowflake alumni. But Chris, your new Chris Dagon, chief revenue officer from snowflake. Chris, welcome to the program. Excited to be here. All right guys. So even though both companies have been on before, Anthony, let's start with you. Give our audience a refresher about HVR, who you guys are at, what you do. >>Sure. So we're in the data integration space, particularly a real time data integration. So we move data to the cloud in the in the most efficient way and we make sure it's secure and it's accurate and you're moving into environments such as snowflake. Um, and that's where we've got some really good customers that we happy to talk about joint custody that we're doing together. But Chris can tell us a little bit about snowflake. >>Sure. And snowflake is a cloud data warehousing company. We are cloud native, we are on AWS or on GCP and we're on Azure. And if you look at the competitive landscape, we compete with our friends at Amazon. We compete with our friends at Microsoft and our friends at Google. So it's super interesting place to be, but it very exciting at the same time and super excited to partner with Anthony and some others who aren't really a friends. That's correct. So I wonder if we could start by just talking about the data warehouse sort of trends that you guys see. When I talk to practitioners in the old days, they used to say to me things like, Oh, infrastructure management, it's such a nightmare. It's like a snake swallowing a basketball every time until it comes out with a new chips. We chase it because we just need more performance and we can't get our jobs done fast enough. And there's only three. There's three guys that we got to go through to get any answers and it was just never really lived up to the promise of 360 degree view of your business and realtime analytics. How has that changed? >>Well, there's that too. I mean obviously the cloud has had a big difference on that illustrious city. Um, what you would find is in, in, in yesterday, customers have these, a retail customer has these big events twice a year. And so to do an analysis on what's being sold and Casper's transactions, they bought this big data warehouse environment for two events a year typically. And so what's happening that's highly cost, highly costly as we know to maintain and then cause the advances in technology and trips and stuff. And then you move into this cloud world which gives you that Lester city of scale up, scale down as you need to. And then particular where we've got Tonies snowflake that is built for that environment and that elicited city. And so you get someone like us that can move this data at today's scale and volume through these techniques we have into an environment that then bleeds into helping them solve the challenge that you talk about of Yesi of >>these big clunky environments. That side, I think you, I think you kind of nailed it. I think like early days. So our founders are from Oracle and they were building Oracle AI nine nine, 10 G. and when I interviewed them I was the first sales rep showing up and day one I'm like, what the heck am I selling? And when I met them I said, tell me what the benefit of snowflake is. And they're like, well at Oracle, and we'd go talk to customers and they'd say, Oracles, you know, I have this problem with Oracle. They'd say, Hey, that's, you know, seven generations ago were Oracle. Do you have an upgraded to the latest code? So one of the things they talked about as being a service, Hey, we want to make it really easy. You never have to upgrade the service. And then to your point around, you have a fixed amount of resources on premise, so you can't all of a sudden if you have a new project, do you want to bring on the first question I asked when I started snowflake to customers was how long does it take you to kick off a net new workload onto your data, onto your Vertica and it take them nine to 12 months because they'd have to go procure the new hardware, install it, and guess what? >>With snowflake, you can make an instantaneous decision and because of our last test city, because the benefits of our partner from Amazon, you can really grow with your demand of your business. >>Many don't have the luxury of nine to 12 months anymore, Chris, because we all know if, if an enterprise legacy business isn't thinking, there's somebody not far behind me who has the elasticity, who has the appetite, who's who understands the opportunity that cloud provides. If you're not thinking that, as auntie Jessie will say, you're going to be on the wrong end of that equation. But for large enterprises, that's hard. The whole change culture is very hard to do. I'd love to get your perspective, Chris, what you're seeing in terms of industries shifting their mindsets to understand the value that they could unlock with this data, but how are big industries legacy industries changing? >>I'd say that, look, we were chasing Amad, we were chasing the cloud providers early days, so five years ago, we're selling to ad tech and online gaming companies today. What's happened in the industry is, and I'll give you a perfect example, is Ben wa and I, one of our founders went out to one of the largest investment banks on wall street five years ago, and they said, and they have more money than God, and they say, Hey, we love what you've built. We love, when are you going to run on premise? And Ben, Ben wa uttered this phrase of, Hey, you will run on the public cloud before we ever run in the private cloud. And guess what? He was a truth teller because five years later, they are one of our largest customers today. And they made the decision to move to the cloud and we're seeing financial services at a blistering face moved to the cloud. >>And that's where, you know, partnering with folks from HR is super important for us because we don't have the ability to just magically have this data appear in the cloud. And that's where we rely quite heavily on on instance. So Anthony, in the financial services world in particular, it used to be a cloud. Never that was an evil word. Automation. No, we have to have full control and in migration, never digital transformation to start to change those things. It's really become an imperative, but it's by in particular is really challenging. So I wonder if we could dig into that a little bit and help us understand how you solve that problem. >>Yes. A customer say they want to adopt some of these technologies. So there's the migration route. They may want to go adopt some of these, these cloud databases, the cloud data warehouses. And so we have some areas where we, you know, we can do that and keep the business up and running at the same time. So the techniques we use are we reading the transactional logs, other databases or something called CDC. And so there'll be an initial transfer of the bulk of the data initiative stantiating or refresh. At that same time we capturing data out of the transaction logs, wildlife systems live and doing a migration to the new environment or into snowflakes world, capturing data where it's happening, where the data is generated and moving that real time securely, accurately into this environment for somewhere like 1-800-FLOWERS where they can do this, make better decisions to say the cost is better at point of sale. >>So have all their business divisions pulling it in. So there's the migration aspects and then there's the, the use case around the realtime reporting as well. So you're essentially refueling the plane. Well while you're in mid air. Um, yeah, that's a good one. So what does the customer see? How disruptive is it? How do you minimize that disruption? Well, the good thing is, well we've all got these experienced teams like Chris said that have been around the block and a lot of us have done this. What we do, what ed days fail for the last 15 years, that companies like golden gate that we sold to Oracle and those things. And so there's a whole consultative approach to them versus just here's some software, good luck with it. So there's that aspect where there's a lot of planning that goes into that and then through that using our technologies that are well suited to this Appleton shows some good success and that's a key focus for us. And in our world, in this subscription by SAS top world, customer success is key. And so we have to build a lot of that into how we make this successful as well. >>I think it's a barrier to entry, like going, going from on premise to the cloud. That's the number one pushback that we get when we go out and say, Hey, we have a cloud native data warehouse. Like how the heck are we going to get the data to the cloud? And that's where, you know, a partnership with HR. Super important. Yeah. >>What are some of the things that you guys encountered? Because we many businesses live in the multi-cloud world most of the time, not by strategy, right? A lot of the CIO say, well we sort of inherited this, or it's M and a or it's developers that have preference. How do you help customers move data appropriately based on the value that the perceived value that it can give in what is really a multi world today? Chris, we'll start with you. >>Yeah, I think so. So as we go into customers, I think the biggest hurdle for them to move to the cloud is security because they think the cloud is not secure. So if we, if you look at our engagement with customers, we go in and we actually have to sell the value snowflake and then they say, well, okay great, go talk to the security team. And then we talked to security team and say, Hey, let me show you how we secure data. And then then they have to get comfortable around how they're going to actually move, get the data from on premise to the cloud. And that's again, when we engage with partners like her. So yeah, >>and then we go through a whole process with a customer. There's a taking some of that data in a, in a POC type environment and proving that after, as before it gets rolled out. And a lot of, you know, references and case studies around it as well. >>Depends on the customer that you have some customers who are bold and it doesn't matter the size. We have a fortune 100 customer who literally had an on premise Teradata system that they moved from on prem, from on premise 30 to choose snowflake in 111 days because they were all in. You have other customers that say, Hey, I'm going to take it easy. I'm going to workload by workload. And it just depends. And the mileage may vary is what can it give us an example of maybe a customer example or in what workloads they moved? Was it reporting? What other kinds? Yeah. >>Oh yeah. We got a couple of, you mean we could talk a little bit about 1-800-FLOWERS. We can talk about someone like Pitney Bowes where they were moving from Oracle to secret server. It's a bunch of SAP data sitting in SAP ECC. So there's some complexity around how you acquire, how you decode that data, which we ever built a unique ability to do where we can decode the cluster and pool tables coupled with our CDC technique and they had some stringent performance loads, um, that a bunch of the vendors couldn't meet the needs between both our companies. And so we were able to solve their challenge for them jointly and move this data at scale in the performance that they needed out with these articles, secret server enrollments into, into snowflake. >>I almost feel like when you have an SAP environment, it's almost stuck in SAP. So to get it out is like, it's scary, right? And this is where it's super awesome for us to do work like this. >>On that front, I wanted to understand your thoughts on transformation. It's a word, it's a theme of reinvent 2019. It's a word that we hear at every event, whether we're talking about digital transformation, workforce, it, et cetera. But one of the things that Andy Jassy said this morning was that got us start. It's this is more than technology, right? This, the next gen cloud is more than technology. It's about getting those senior leaders on board. Chris, your perspective, looking at financial services first, we were really surprised at how quickly they've been able to move. Understanding presumably that if they don't, there's going to be other businesses. But are you seeing that as the chief revenue officer or your conversations starting at that CEO level? >>It kinda has to like in the reason why if you do in bottoms up approach and say, Hey, I've got a great technology and you sell this great technology to, you know, a tech person. The reality is unless the C E O CIO or CTO has an initiative to do digital transformation and move to the cloud, you'll die. You'll die in security, you'll die in legal lawyers love to kill deals. And so those are the two areas that I see D deals, you know, slow down significantly. And that's where, you know, we, it's, it's getting through those processes and finding the champion at the CEO level, CIO level, CTO level. If you're, if you're a modern day CIO and you do not have a a cloud strategy, you're probably going to get replaced >>in 18 months. So you know, you better get on board and you'd better take, you know, taking advantage of what's happening in the industry. >>And I think that coupled with the fact that in today's world, you mean, you said there's a, it gets thrown around as a, as a theme and particularly the last couple of years, I think it's, it's now it is actually a strategy and, and reality because what Josephine is that there's as many it tech savvy people sit in the business side of organizations today that used to sit in legacy it. And I think it's that coupled with the leadership driving it that's, that's demanding it, that demanding to be able to access that certain type of data in a geo to make decisions that affect the business. Right now. >>I wonder if we could talk a little bit more about some of the innovations that are coming up. I mean I've been really hard on data. The data warehouse industry, you can tell I'm jaded. I've been around a long time. I mean I've always said that that Sarbanes Oxley saved the old school BI and data warehousing and because all the reporting requirements, and again that business never lived up to its promises, but it seems like there's this whole new set of workloads emerging in the cloud where you take a data warehouse like a snowflake, you may be bringing in some ML tools, maybe it's Databricks or whatever. You HVR helping you sort of virtualize the data and people are driving new workloads that are, that are bringing insights that they couldn't get before in near real time. What are you seeing in terms of some of those gestalt trends and how are companies taking advantage of these innovations? >>I think one is just the general proliferation of data. There's just more data and like you're saying from many different sources, so they're capturing data from CNC machines in factories, you know like like we do for someone like GE, that type of data is to data financial data that's sitting in a BU taking all of that and going there's just as boss some of data, how can we get a total view of our business and at a board level make better decisions and that's where they got put it in I snowflake in this an elastic environment that allows them to do this consolidated view of that whole organization, but I think it's largely been driven by things that digitize their sensors on everything and there's just a sheer volume of data. I think all of that coming together is what's, what's driven it >>is is data access. We talked about security a little bit, but who has rights to access the data? Is that a challenge? How are you guys solving that or is it, I mean I think it's like anything like once people start to understand how a date where we're an acid compliant date sequel database, so we whatever your security you use on your on premise, you can use the same on snowflake. It's just a misperception that the industry has that being on, on in a data center is more secure than being in the cloud and it's actually wrong. I guess my question is not so much security in the cloud, it's more what you were saying about the disparate data sources that coming in hard and fast now. And how do you keep track of who has access to the data? I mean is it another security tool or is it a partnership within owes? >>Yeah, absolutely man. So there's also, there's in financial data, there's certain geos, data leaves, certain geos, whether it be in the EU or certain companies, particularly this end, there's big banks now California, there's stuff that we can do from a security perspective in the data that we move that's secure, it's encrypted. If we capturing data from multiple different sources, items we have that we have the ability to take it all through one, one proxy in the firewall, which does, it helps him a lot in that aspect. Something unique in our technology. But then there's other tools that they have and largely you sit down with them and it's their sort of governance that they have in the, in the organization to go, how do they tackle that and the rules they set around it, you know? >>Well, last question I have is, so we're seeing, you know, I look at the spending data and my breaking analysis, go on my LinkedIn, you'll see it snowflakes off the charts. It's up there with, with robotic process automation and obviously Redshift. Very strong. Do you see those two? I think you addressed it before, but I'd love to get you on record sort of coexisting and thriving. Really, that's not the enemy, right? It's the, it's the Terra data's and the IBM's and the Oracles. The, >>I think, look, uh, you know, Amazon, our relationship with Amazon is like a, you know, a 20 year marriage, right? Sometimes there's good days, sometimes there's bad days. And I think, uh, you know, every year about this time, you know, we get a bat phone call from someone at Amazon saying, Hey, you know, the Redshift team's coming out with a snowflake killer. And I've heard that literally for six years now. Um, it turns out that there's an opportunity for us to coexist. Turns out there's an opportunity for us to compete. Um, and it's all about how they handle themselves as a business. Amazon has been tremendous in separation of that, of, okay, are going to partner here, we're going to compete here, and we're okay if you guys beat us. And, and so that's how they operate. But yes, it is complex and it's, it's, there are challenges. >>Well, the marketplace guys must love you though because you're selling a lot of computers. >>Well, yeah, yeah. This is three guys. They, when they left, we have a summer thing. You mean NWS have a technological DMS, their data migration service, they work with us. They refer opportunities to us when it's these big enterprises that are use cases, scale complexity, volume of data. That's what we do. We're not necessary into the the smaller mom and pop type shops that just want to adopt it, and I think that's where we all both able to go coexist together. There's more than enough. >>All right. You're right. It's like, it's like, Hey, we have champions in the Esri group, the EEC tuna group, that private link group, you know, across all the Amazon products. So there's a lot of friends of ours. Yeah, the red shift team doesn't like us, but that's okay. I can live in >>healthy coopertition, but it just goes to show that not only do customers and partners have toys, but they're exercising it. Gentlemen, thank you for joining David knee on the key of this afternoon. We appreciate your time. Thank you for having us. Pleasure our pleasure for Dave Volante. I'm Lisa Martin. You're watching the queue from day one of our coverage of AWS reinvent 19 thanks for watching.

>>Live from San Diego, California at the cue covering to clock in cloud native con brought to you by red hat, the cloud native computing foundation and its ecosystem Marsh. >>Welcome back to the cube here in San Diego for cube con cloud native con 2019. It's our fourth year of doing the cube here. I'm Stu Miniman. It's my fourth time I've done this show. Joining me is Justin Warren. He's actually been to more of the coupons than the cube has, I think at least in North America. And welcome into the program to two veterans of these events from pure storage. Uh, sitting to my right is she'll be uh, Shrivastava who's a director of product marketing and sitting to her right is Anthony lay Ferrario who's a senior product manager, uh, both of you with pure storage. Thank you so much for joining us. Thanks for having us. All right, so, so we, we were kind of joking about veterans here because we know that things are moving faster and faster. You both work for storage companies. Storage is not known to be the fastest moving industry. Um, it's been fascinating for me to watch kind of things picking up the pace of change, especially when you talk about, uh, you know, how developers and you know, software and a multicloud environment, a fit-out. So she'll be maybe, you know, give us a frame for, you know, you, you know, you're in a Cooper ladies tee shirt here pures at the show. How should we be thinking about pure in this ecosystem? >>Sure. Yeah. So, uh, you're, as, you know, we, we side off as all flash on brand storage company, uh, 10 years ago and, uh, we've kept pace with constantly innovating and making sure we're meeting our customer's needs. One of the areas of course that we see a lot of enterprises moving today is two words, microservices, two words, containerized applications. And our goal that you're really is to help customers modernize, modernize their applications while still keeping that store it's seamless and keeping that, uh, invisible to the application developers. >> I think it actually lines up really well if you're do just a pure sort of steam across time has been performance with simplicity. Right? And I think the simplicity argument starts to mean something different over time, but it's a place that we still want to really focus as our customers started to use, uh, try to containerize our applications. >>There are couple of challenges. We saw continued environments, of course, they're known for their, uh, agility, uh, how portable they are. They're lightweight and they're fast. And when they're fast, storage can sometimes be a bottleneck because your storage might not necessarily scale as fast. It might not be able to provision storage volumes as fast, your container environment. And that's the challenge that we at pure why to solve with our Cuban eighties integrations. Anthony, you mentioned simplicity there. So I'm going to challenge you a bit on that because Kubernetes is generally not perceived as being particularly simple and the storage interfaces as well, like stateful sets is kind of only really stabilized over the last 18 months. So how >>is pure actually helping to make the Cuban Eddie's experience simpler for developers? Yeah, and you know, you're totally right. I don't think I was necessarily saying that someone looking for the simplest thing that could ever find would adopt Kubernetes and expect to find that. But what I really meant was, you know, on one hand you have, you know, your more traditional enterprise infrastructure type folks who are trying to build out the underlying private cloud that you're going to deploy, you know, your infrastructure on. And on the other hand, you have your developers, you have your Kubernetes, you have your cloud native applications, right? And really the interface between those is where I'm looking at that simplicity argument because traditionally pure has focused on that simple interface to the end user. But the end user, as we were talking about before, the show has shifted from a person to being a machine, right? >>And the objective for pure and what we're building on the cognitive side is how do we take that simple sort of as a service consumption experience and present that on top of what looks like a traditional infrastructure platform. So I can get more into the, the details of that if you'd like, but really that that layer is where we're focused on the simplicity and really just asking the, the, uh, the end user as few questions as we can. Right. I just want to ask you, what do you need? I don't want to ask you, well, tell me about the, you know, IQN and blah, blah. They don't want that, right? That's the simplicity I'm talking about. Yeah. Well, you run developers generally, I mean, the idea of dev ops and I challenge people whenever they mentioned dev ops, and I'm hearing a pretty consistent message that developers really don't care about infrastructure and don't want to have anything to do with it at all. >>So if you can just bake it into the system and somehow make it easier to operate it, that kind of SRE level, that infrastructure level that, that Kubernetes as a platform. So once that's solved, then as a developer, I can just get on with, with writing some code. We definitely want stories to be invisible. Yeah. So if you want, but if they want stories to be invisible, that's not so great for your brand because you actually want them to know and care about having a particular storage platform. So how do you, how do you balance that idea that we want to show you that we can have to have innovative products that you care about the storage, but you also don't need to care about the storage at all because we'll make it invisible. How does that work? >>So Coupa storage for container environments has been a challenge. And what we are trying to educate the platform level users is that with the right kind of storage, it can actually be easy stores. For QA, these can be easy. And, uh, the way we make it simple or invisible is through the automation that we provide. So pure service orchestrator is our, uh, automation for storage delivery into the containerized environments. And so it's delivered to a CSI plugin, but we tried to do a little more than just develop a plugin into your Cubanetis environments. We tried to make your scalability seamless, so it's super easy to add new storage. And, um, so yeah, I think because a container environments were initially developed for States, less applications when became to staple applications, they still think about, Oh, why should I care about storage? But people are slowly realizing that we need care about it because we don't want to ultimately be bothered by it. Right. >>And if I can make, if I can make a point to just tag on to that I, the conversations I've had at the show this week, I've even helped me sort of crystallize the way I like to explain this to people, which is at first, you know, a lot of people will say, Oh, I don't, I don't do stateful application. I'm doing stateless applications and competitors. And my response is, okay, I understand that you've decided to externalize the state of your system from your Kubernetes deployment. But at some point you have to deal with state. Now, whether that's an Oracle database, you happen to be calling out to outside of your community's cluster, whether that's a service from a public cloud like S3 or whether that's deciding to internalize that state into Coobernetti's and manage it through the same management plane you have to have state. >>Now when we talk about, you know, what we're doing in PSO and why that's valuable and why, you know, to your point about the brand, I don't necessarily worry is because when we can give a seamless experience at the developer layer and we can give the SRE or the cluster manager layer a way where they can have a trusted high performance, high availability storage platform that their developers consume without knowing or worrying about it. And then as we look into the future, how do we handle cross cluster and multi-cloud stateful workloads, we can really add value there. >>Well, yeah, and I'm glad you brought up the multi-cloud piece of it because one of the more interesting things I saw from pure this year is how pure is putting in software cloud native. Um, so when I saw that one of the questions like, okay, when I come to a show like this, how does Kubernetes and containers fit into that old discussion? So how help us connect the dots as to what was announced and everything else that's happening. >>You've heard about cloud block store, which is our software running on the AWS cloud today. And uh, that's basically what we've done is we've people have loved flash array all these years for the simplicity it provides for the automation and performance. You want to give you something similar and something enterprise grade in the public cloud. The cloud, Luxor is basically, you can think of it as a virtual flash array and on the AWS cloud. So with that, you now have D duplication, 10 provisioning capabilities in the cloud. You can, um, be brought an active cluster, which is active, active, synchronous replication between availability zones. So really making your AWS environments ready for mission critical applications. Plus with our, you know, PSO just works the same way on prem as in the cloud. So it's just great for hybrid application mobility. You have the same APIs. >>Yeah, it's actually very cool. Right? One of the, one of the, you know, fun things for me as a software developer at pure, at a software side guy at pure, um, is that the API's that our arrays have are the same API. It's actually the same underlying software version even though it's a totally different hardware, hardware back end implementation. When we run in a cloud native form factor versus when we run in a physical appliance form factor, the replication engines work between the two snapshots, clones. Um, our ability to do instant, um, restores like everything that we do and that has brought value from our, our storage software stack, we still get access to in a cloud native environment and the transports as well. I guess trying to understand, is there Kubernetes involved here or is this just natively in AWS? And then then on premises itself is a, >> is a compute orchestration layer component. So when I look at Kubernetes, I'd say Kubernetes sits above both sides, right? Or potentially above and across both sides, um, depending on how you decide to structure your environment. But the nice part is if you've developed a cloud native application, right, and that's running on Kubernetes, the ability to support that with the same storage interfaces, the same SLS, move it efficiently, copy it efficiently and do that on whatever cloud you care to do. That's where it gets really cool. >>So we developed this really cool demo where you have a container application running on PSO, on flash array, on prem. We migrated that to cloud block store and on AWS and it just runs, you use the same yanno scripts in both places. There is no need to, you know, do a massive rearchitecture anything. Your application just runs when you move it. And we take care of all the data mobility with our asynchronous replications, you can take a snapshot on prem, you can snap it out into AWS, restore it back into cloud block store. So it really opens up a lot of new use cases and make them simple for customers >>that that idea of write once run anywhere. I said I'm, I'm old enough to remember when Java was a brand new thing and that was the promise. And it never quite got there because it turns out it's really, really hard to do that. Um, but we are seeing for from pure and from a lot of vendors here at the show that there's a lot of work and effort being put in into that difficult problem so that other people don't have to care about it. So you're building that abstraction in and, and working on how this particular, how the details of this work. And, uh, I was fortunate enough to get a deep dive into the end of the architecture of cloud Brock's door, just a recent accelerate conference and the way you've actually used cloud resources as if they were kind of infrastructure components and then built the abstraction on top of it, but in the same way that it runs on site, it, that's what gives you that ability to, to keep everything the same and make it simple, is doing a lot of hard work and hard engineering underneath so that no one has to care anymore. >>Yeah. And the way we've architected CloudLock store is that, you know, be as use the highest performance performing, uh, AWS infrastructure. And the highest durability it this infrastructure. So you're actually now able to buy performance and, and durability in one through one single virtual appliance as you would. >>Yeah. How's the adoption of the products going? I know it was, it was very early when it was announced just a few months ago. So what's the feedback from customers been so far about? >>It's been really positive and actually, you know, the one use case that I want to highlight really most is actually dev ops use cases, right? This, the value add of being able to have the same deployment for that application for a test or dev infrastructure in one cloud versus a production to point them in another cloud has been very exciting for folks. So, you know, when you think about that use case in particular, right? The ability to say, okay, I'm coming up to a major quarterly release or whatever I have for my product, I need to establish a bunch more test environments. I don't necessarily want to have bought that and we're not necessarily talking about, you know, bursting over the wire anymore. Right. We're talking about local, uh, local storage under the same interfaces in the cloud that you choose to spin up all of those test environments. So cases like that are pretty interesting for folks. >>Yeah. I think that's how people have started to realize that it's that operation side of things. It's not even day to day 90 and day 147 where I want to be operating this in the same place in the same way no matter where it is because it just saves me so much heartache and time of not having to re implement differently and I don't have to retrain my resources because it all looks the same. So, uh, yeah, Def does definitely have a big use case migration through verbose. That's another use case that we are seeing a lot of customers interested in and uh, disaster recovery, using it as a disaster recovery. How do you, so you can efficiently store backups on Amazon S three, but how do you do an easy fast restore to actually run your applications there? So with CloudLock store, it is now possible to do that, to do a fast, easy restore. Also a couple of weeks ago actually, we started taking registrations for a beta program for cloud Glocks or for Azure as well. Uh, yup. Customers are going multi-cloud. We are going multi-cloud with them. >>Great. I want to give you both a final word, uh, takeaways for a pure storage participation here at the show. >>I think the biggest thing that I, that I want people to understand, and I actually gave this talk at the cloud native storage day on day zero is that cloud native storage is an approach to storage. There's not a location for storage. And I think pure storage that really defines to me the way we're going about this, we're trying to be cloud native storage wherever you need it. So that's, that's really the takeaway I'd like people to have about pure >>and cute and storage for Cuban. It is, doesn't have to be hard. We are here all day today as well. So, um, I mean this is a challenge the industry seeing today and uh, we have a solution to solve that for you. >>All right, well that's a, that's a bold statement, uh, to help end us as Shilpi. Anthony, thank you so much for joining us for Justin Warren. I'm Stu Miniman back with more coverage here from cube con cloud native con 2019 stay classy, San Diego. And thanks for watching the queue.

>>live from Las Vegas. It's the Q covering you. I pat Forward America's 2019. Brought to you by you, I path Welcome >>back to Las Vegas. Everybody's is Day two of the Cubes coverage of you AI Path forward. Three. This is the third year of North American Conference, and second year the Cube is covered. This Anthony at Batista's here, Cuba. Lami was on last year from from Deloitte. He's a principal there, Anthony. Good to see again. >>Great to be here. Great. >>Yes. So it is. I mean, we've seen the growth of our P A. Generally you AI path, the whole automation were starting to talk about intelligent automation. A. I has its wings, and it's starting toe sore. But give us the update from a year ago. We talked about, you know, accelerating last year. I think it was you had a really good statements around looking, Yes, go on Fast is good, but you wanna accelerate the right things, you know, speeding up for bad processes. Paving the cow path, as I sometimes call it, is really not the way to go. But what's new? >>So I do think there's still some issues around getting programs t to scale and thinking about automation at scale, which has been a major theme here. The conference is still in front of us. People are still figuring out how the climate that curve well, I think is new is way Thought about automation before it was, it was a whore statement was that humans or automation is about going to replace the human on. I really think we've no lights. Always had a campaign about I t a. I that that we kicked off a couple of years ago and said, How do we have automation and humans interact with each other? And I don't just mean attended, attended bots, But how do we actually start to use automation as sort of the glue that hang together a much more rich experience to start to put the components there? So that leads us to the age of with, which is how we how we use technology along with humans, to change their role in there been some great talks. One of my partners earlier they was here with Walmart's, his client on. They talked about how they're redefining the HR processes at Wal Mart on that was That was a really good presentation because they changed the workers work. They didn't replace workers. >>So how was this concept of the age of with how is that different than attended? Boss, can you maybe talk about a possible use case or example? >>So if you think about a call center way, know who's coming in? We used to just look them up and say, Hey, do we know who's calling? Now we can say that we know is calling. Do they have a history with us? Way can use data, and that's another part of the width. Is Dave plus analytics with automation? And we could say, Well, what else do we know about this person to have a history of calling us? They have an open ticket. Have they had some issues or complaints in the past that we can deal with or get in front of on and basically start to put the intelligence in the front end? And that could be unattended, right? That could just be some screen pops around automation way start to introduce natural language. We start to introduce some advanced analytics, and that would be a simple, simple way of enhancing that process. >>So let me double click on that so normally what you would get this year in the other end of the line of the call center. And it's like, Hold on, I'm just reading the notes and you know, they're scanning these notes. It's like an eye test, you know, and they can't. They can't ever get to see. It's a faster for you to just explain. Let me tell you what what I'm imagining is in a different experience where this is happening in near real time, getting pop ups or some other messaging. Is that absolutely experience on how real is this today? >>This Israel. And you know, I I always like to say all them anything. All the main thing is easy if you just take the process, repave the cow path. But it's very real because the natural language components they work up front. Now you can ask some questions you could start to do pre searches on which materials might might help with that type of question. You also can train the process over time. So daily overtime. What's the call satisfaction? Did you actually complete what it was? The call got started about on how quickly you do that so you could train these models and start to use machine learning to actually improve that experience even further. So I think that's left again, back to the whip. It's adding these components. >>I like talking to folks with a consulting background because you know, when you're talking to the vendor community, they get very excited about our why and how you know, lack of disruption to install some software, right? And so that's one of the advantages, I guess, of our P A. As you can pop it into an existing process, good or bad, and get going right away. We've seen this time and time again in the industry. When you have when you have a big force people to change, you know it's slow When you can show Immediate Roo. I start to see these rocket ships at the same time as a consultant, you really want to have a bigger impact on business you don't want to just repeat in automate Bad process is. So how do you work with clients to sort of manage that that insatiable desire for quick R A y, and then the transformative components that. You know, I could maybe defend you from disruption or allow you to be an incumbent disruptor. >>So I think what's interesting is transformation. Use the word we were really good transformation program. So starting to say how that we think of automation first as we do a traditional transformation program is is very near and dear to us now. And instead of saying, Hey, we're gonna bolt the ear piece system and then figure out if we can get some improvement by automating later. We're saying, you know what? Let's sort of double go backwards. Maybe it's a little fashion, but what is this whole process look like? And can we put automation and launch not is a process improvement after lunch? So I think we think of these transformation programmes, But AARP programs for ready and they're doing at automation is now on the tip of the front end of the program rather than afterthought. Reporting used to be >>right, so I mean, >>you guys >>have to be technology agnostic in your business. I mean, we happen to be a U IE path conference, but there, you know, if our p a generally you iPad specifically, it's not a panacea for all problems. I mean, we've talked about a I we talked about other automation process automation capabilities. You've got existing systems. All this stuff has to work together. So so and people always say technology last people process first. You guys lived that, Um So how are you seeing automation evolved in in terms of adoption of the how people are dealing with existing systems and some of the other technologies that you're having to bring together. >>So I think the first thing is, the technology has to work. It has to be bulletproof, resilient. If you're going to put it in these processes and make it make it part of your work life reserving clients or that sort of thing. So first it needs to be bulletproof. That's becoming a given second. I'd like to think that's, well, architected more. Maura's. You bring in a I or other advanced components. You need thio. Be ready to have a changing ecosystem. You know, the best document processing right now might not be the best in six months. So starting to think of your automation solution is that the technical glue and this is allow you to swap out the trade components as you as you refined processes going forward or something new hits the market. So now we're working ecosystem, I think, for the r p a. Vendors that are having great success in a market like you have have they sort of give you that platform, and they give you the off ramps and the on ramps to integrate the other technologies. And like I said, I think that's table stakes in addition, being bulletproof. But the next piece of that is how we get various people involved in the value proposition of creating automation. So various tools and studios, some for the business user that might not be as technical, maybe self designed about it, eh? Process description level on, then maybe a more technical work bench for the technical body builder. So I'm starting to see that in the product suite and somebody announcements here this week. Hallie, we tailor the tools to different users and engage them in that process from one into the other. >>So you mentioned scaling before what the blockers, what's the challenges of scaling? Why's it seemed to be so hard? It's clearly an area of focus here at this event. >>So I think first of all, the technology is is still new to some areas. They're still back and forth with the business or I t led initiative. I think there are some scars and wounds over the last few years of automation where people might have gotten started on the wrong foot. There's even some reduced to learn from. So I think people are looking for the business case. They're getting more comfortable with it. So the job sizes, deal sizes, air getting bigger for the FDA vendors and for us. But I think it's just an evolution. And, like I said, there a lot of stubbed toes early on a nomination. >>What are >>some of the big mistakes that you've seen? People make >>people thinking that it's only a business tool, or only a technology tool or technology to the point that they get started on something that becomes either a real technology problem, a real business problem? Maybe you told the body out in the business, and you attach it to your ear piece system and you cause performance problems or you have security problems on. Then it becomes a real I t problem also seeing the reverse where you know, when I t group will start and say Let's do some automation And they pushed into some departments it might have a fully big business case, might now have good support, and it becomes a technology science project rather than delivery in the real value. >>I was tryingto a week sort of Think about analogies. Analogous ascendance sees in software. I use service now a little bit, but that was kind of a heavy lift. It started an I t. It was very clear. You know, I t You're seeing this massive rapid growth of you ai path fastest growing probably the fastest growing software segment in history and striking to me that we're just now starting to see Cloud come into the play here. If we just you iPad that big announced this week. It's got this new SAS capability, which you would think you would, you know, be born in the cloud. But people have explained why that is. Do you have concerns about the pace of growth and a company like you I path and its competitors their ability to sort of keep up and continue to deliver quality. I mean, a big part of what you guys do is sort of risk management. Well, so how do you manage that risk? >>So I think what you look for if you're going to be in the lion's partner, if you're going the work together and pursue things together first you have to have the basics. It has to be bulletproof. It has to work. When you hit bumps in the road, you have to have escalation pass. That makes sense. And there's growing pains in any firm, or any company that grows grows as quickly as you tap. On the other hand, the question is, your culture is the line. Do you know the fix problems? Do you put your customers first? I think that's what we look like. Look at in the lions, which is how we have a partner with. People have similar DNA about customers first, and you put everything else aside, roll your sleeves up and do the right thing. So that's what we look for in lines like This >>Way. Always talked about the buzzwords of digital transformation, which conferences like this, it is kind of buzzy, but when you talk to customers, they're actually going through digital transformations. And then a couple years ago, they started experimenting. They bought one of everything and they'd run things in parallel with, you know, legacy systems. But now they're starting to place their bets, saying, actually, we've got some use cases that are working. We're gonna double down on the stuff that, you know, we think works. Our p a in some cases fits there. We're gonna unplug some of the legacy stuff and try to deal with our technical debt. But I guess my question is, where do you see our P? A fitting in to that whole digital transformation? Major, I like to think of a matrix where you've got different sets of service is and you've got different industries that are tapping, you know, all data centric that that are tapping these new capabilities and formulating new businesses. News industries. That's how you see this disruption happening. And then the incumbent saying, Hey, we've got assets to we're gonna tap that same matrix and whether it's open source software or cloud or new security paradigms or data and analytics. So where do you see our P? A fitting into that matrix? >>So I think at the glue level. At the architectural level, it can be the orchestrator of the experience of taking a variety technologies integrating them, providing again on ramps and off ramps, doing with a human canoe, looking at screens, analyzing content so it could be the glue that orchestrates those processes orchestrates. Maybe some of the so it was used to be a void between legacy systems and new systems on darky A helps take all that away or level the playing field on. That s So that's has another set of eyes and ears for process integration, our technology integration. And I think that's what it's probably it's best place now. Are there good process tools there? Can we get, you know, community developments? A big discussion right now. I think some people have been successful at it, but it requires a lot of care and feeding and planning to have your community hand the rails or stay between the curbs and do useful things. So I think we're in the beginning of how far can we go with community development? I think the technology is really the glue. >>So community of elven terms of best practice sharing >>and users have developing their own bots. You know, what are the guardrails? Does the process? They're automating matter. Does it introduced a risk? Eyes going to perform. How do you make sure your bots are an evil that people are creating? It's a pretty powerful technology. >>Is their I p in there that you don't want it? We talked about this last year that you don't want to necessarily share with others. So, um, now your role used to have focused specifically in financial service is now you're more horizontal. But how does the light look at this opportunity? Is there is it an automation practice? Is it you cut across all industries with automation, or is it sort of broader than that? >>So my colleague here runs the offering, which is Do we have the people, the training, the tools that delivery centers in the know how to go out and do this kind of work? And we've scaled tremendously in the automation space. The second part is, how do we look to the Jason sees? So we work very closely with our colleagues in a I and ML when we say how we go do the next generation of this out of the gate, How we experiment, how we say, Do you want fries with that as we as we do some of this work. But then we look for the industry in the intersection, and that's where a firm like Lloyd we've got deep, deep industry expertise, way say, well, those intersections where we can go make something happen way come work with our partners are lions you know, partners in making making something happen at an industry specific level, or can we go solve a specific problem? So I think that's what we bring that unique. But we do it both ways. >>It's kind of off off the topic here, but I was talking about that matrix before and again. I'm envisioning technology, horizontal technologies and then vertical industries, and it used to be for decades if you were in it. And if you're in financial service is, you are pretty much stuck in financial service is you had a value chain that was specific to financialservices, and you knew it inside and out, whether it was product development or marketing or sales distribution, whatever it was. That same thing for automobiles on manufacturing, an education on and on and on, and you develop these industry areas of expertise and domain experts with in there. And you guys have built up a global powerhouse doing, But you're seeing a CZ digital. It's cos. Become digital. What's the difference in the business in a digital business? That's how they use data. Data is at the core, and you're now seeing organizations Company's tech company specifically traverse different industries. You're seeing Amazon, you know, in content you're seeing Apple and financialservices other companies getting into health care. >>How is >>that? First of all, you see that and what do you think it was driving that? And how does that affect your business? Or your clients asking youto help you traverse new new industries, get into new industries or defend against others? You know, these big tech companies tryingto with a duel, disruption agenda, trying to take him >>over, and the center of all that you mentioned a little. But the center of that is who the ultimate customers, and we'll experience that they want how they want that experience integrated, so it's not channel by channel anymore. It's which pieces fit together and how I want to buy things and how I want to be serviced. You're getting whole crossed economies around what the consumer wants, unable by technology. I think the other thing that plays into that is you start thinking of the Internet of things and how connected people are. And how do you use monetize and integrate data about particular people and how they want to be served to make that a better experience? I think the consumer ultimately is driving. A lot of that technology is in the billions. >>Yeah, is you think about that picture again. You'd like to use a metaphor of a matrix. I mean, I see our p a is just, you know, one piece of that. You know, there's so many others you mentioned. I o t We talk about a I all the time we talk about Blockchain. It's how you put those different capabilities together and apply them to your business. That really makes the difference. Not that RPG right now feels very tactical, but it's part of a much more strategic agenda. >>Absolutely on again. It could be the glue in an ecosystem of emerging technologies. I do see there's the eyes and ears. The fact that what you get out of the box from regular p. A vendor. Really? Integrate some really, really painful things. Looking at spreadsheets and thinking the guys with green visors column numbers. It's really good at that stuff as, ah, base task. >>Yeah, nothing wrong with tactical and quick. Roo, I So, Anthony, thanks very much for coming on The Cube. Really appreciate your time. >>Thank you. Great to be here >>to welcome. All right, Keep right, everybody. We're back with our next guest. Day two from you. I path forward in Las Vegas. You watching the cue?