>>The cube presents HPE discover 2022 brought to you by HPE. >>Hey everyone. Welcome back to the Cube's coverage of HPE. Discover 22 live from the Sans expo center in Las Vegas. Lisa Martin, here with Dave Velante. We've an alumni back joining us to talk about high performance computing and AI, Justin ARD, EVP, and general manager of HPC and AI at HPE. That's a mouthful. Welcome back. >>It is no, it's great to be back and wow, it's great to be back in person as well. >>It's it's life changing to be back in person. The keynote this morning was great. The Dave was saying the energy that he's seen is probably the most out of, of any discover that you've been at and we've been feeling that and it's only day one. >>Yeah, I, I, I agree. And I think it's a Testament to the places in the market that we're leading the innovation we're driving. I mean, obviously the leadership in HPE GreenLake and, and enabling as a service for, for every customer, not just those in the public cloud, providing that, that capability. And then obviously what we're doing at HPC and AI breaking, uh, you know, breaking records and, uh, advancing the industry. So >>I just saw the Q2 numbers, nice revenue growth there for HPC and AI. Talk to us about the lay of the land what's going on, what are customers excited about? >>Yeah. You know, it's, it's a, it's a really fascinating time in this, in this business because we're, you know, we just, we just delivered the first, the world's first exo scale system. Right. And that's, uh, you know, that's a huge milestone for our industry, a breakthrough, you know, 13 years ago, we did the first Petta scale system. Now we're doing the first exo scale system, huge advance forward. But what's exciting too, is these systems are enabling new applications, new workloads, breakthroughs in AI, the beginning of being able to do proper quantum simulations, which will lead us to a much, you know, brighter future with quantum and then actually better and more granular models, which have the ability to really change the world. >>I was telling Lisa that during the pandemic we did, uh, exo scale day, it was like this co yep. You know, produce event. And we weren't quite at exo scale yet, but we could see it coming. And so it was great to see in frontier and, and the keynote you guys broke through that, is that a natural evolution of HPC or is this we entering a new era? >>Yeah, I, I think it's a new era and I think it's a new era for a few reasons because that, that breakthrough really, it starts to enable a different class of use cases. And it's combined with the fact that I think, you know, you look at where the rest of the enterprises data set has gone, right? We've got a lot more data, a lot more visibility to data. Um, but we don't know how to use it. And now with this computing power, we can start to create new insights and new applications. And so I think this is gonna be a path to making HPC more broadly available. And of course it introduces AI models at scale. And that's, that's really critical cause AI is a buzzword. I mean, lots of people say they're doing AI, but when you know, to, to build true intelligence, not, not effectively, you know, a machine that learns data and then can only handle that data, but to build true intelligence where you've got something that can continue to learn and understand and grow and evolve, you need this class of system. And so I think we're at, we're at the forefront of a lot of exciting innovation. H how, >>In terms of innovation, how important is it that you're able to combine as a service and HPC? Uh, what does that mean for, for customers for experimentation and innovation? >>You know, a couple things I've been, I've actually been talking to customers about that over the last day and a half. And, you know, one is, um, you think about these, these systems are, they're very large and, and they're, they're pretty, you know, pretty big bets if you're a customer. So getting early access to them right, is, is really key, making sure that they're, they can migrate their software, their applications, again, in our space, most of our applications are custom built, whether you're a, you know, a government or a private sector company, that's using these systems, you're, you're doing these are pretty specialized. So getting that early access is important. And then actually what we're seeing is, uh, with the growth and explosion of insight that we can enable. And some of the diversity of, you know, new, um, accelerator partners and new processors that are on the market is actually the attraction of diversity. And so making things available where customers can use multimodal systems. And we've seen that in this era, like our customer Lumi and Finland number, the number three fastest system in the world actually has two sides to their system. So there's a compute side, dense compute side and a dense accelerator side. >>So Oak Ridge national labs was on stage with Antonio this morning, the, the talking about frontier, the frontier system, I thought what a great name, very apropo, but it was also just named the number one to the super computing, top 500. That's a pretty big accomplishment. Talk about the impact of what that really means. >>Yeah. I, I think a couple things, first of all, uh, anytime you have this breakthrough of number one, you see a massive acceleration of applications. And if you really, if you look at the applications that were built, because when the us department of energy funded these Exoscale products or platforms, they also funded app a set of applications. And so it's the ability to get more accurate earth models for long term climate science. It's the ability to model the electrical grid and understand better how to build resiliency into that grid. His ability is, um, Dr. Te Rossi talked about a progressing, you know, cancer research and cancer breakthroughs. I mean, there's so many benefits to the world that we can bring with these systems. That's one element. The other big part of this breakthrough is actually a list, a lesser known list from the top 500 called the green 500. >>And that's where we measure performance over power consumption. And what's a huge breakthrough in this system. Is that not only to frontier debut at number one on the top 500, it's actually got the top two spots, uh, because it's got a small test system that also is up there, but it's got the top two spots on the green 500 and that's actually a real huge breakthrough because now we're doing a ton more computation at far lesser power. And that's really important cuz you think about these systems, ultimately you can, you can't, you know, continue to consume power linearly with scaling up performance. There's I mean, there's a huge issue on our impact on our environment, but it's the impact to the power grid. It's the impact to heat dissipation. There's a lot of complexities. So this breakthrough with frontier also enables us no pun intended to really accelerate, you know, the, the capacity and scale of these systems and what we can deliver. >>It feels like we're entering a new Renaissance of HPC. I mean, I'm old enough to remember. I, it was, it wasn't until recently my wife, not recently, maybe five, six years ago, my wife threw out my, my green thinking machines. T-shirt that Danny Hillis gave you guys probably both too young to remember, but you had thinking machines, Ken to square research convex tried to mini build a mini computer HPC. Okay. And there was a lot of innovation going on around that time and then it just became too expensive and, and, and other things X 86 happened. And, and, but it feels like now we're entering a, a new era of, of HPC. Is that valid or is it true? What's that mean for HPC as an industry and for industry? >>Yeah, I think, I think it's a BR I think it's a breadth. Um, it's a market that's opening and getting much more broader the number of applications you can run, you know, and we've traditionally had, you know, scientific applications, obviously there's a ton in energy and, and you know, physics and some of the traditional areas that obviously the department of energy sponsor, but, you know, we saw this with, with even the COVID pandemic, right? Our, our supercomputers were used to identify the spike protein to, to help and validate and test these vaccines and bring them to market and record time. We saw some of the benefits of these breakthroughs. And I think it's this combination of that, that we actually have the data, you know, it's, it's digital, it's captured, um, we're capturing it at, you know, at the edge, we're capturing it and, and storing it obviously more broadly. So we have the access to the data and now we have the compute power to run it. And the other big thing is the techniques around artificial intelligence. I mean, what we're able to do with neural networks, computer vision, large language models, natural language processing. These are breakthroughs that, um, one require these large systems, but two, as you give them a large systems, you can actually really enable acceleration of how sophisticated these, these applications can get. >>Let's talk about the impact of the convergence of HPC and AI. What are some of the things that you're seeing now and what are some of the things that we're gonna see? >>Yeah. So, so I, one thing I like to talk about is it's, it's really, it's not a convergence. I think it's it. Sometimes it gets a little bit oversimplified. It's actually, it's traditional modeling and simulation leveraging machine learning to, to refine the simulation. And this is a, is one of the things we talk about a lot in AI, right? It's using machine learning to actually create code in real time, rather than humans doing it, that ability to refine the model as you're running. So we have an example. We did a, uh, we, we actually launched an open source solution called smart SIM. And the first application of that was climate science. And it's what it's doing is it's actually learning the data from the model as the simulation is running to provide more accurate climate prediction. But you think about that, that could be run for, you know, anything that has a complex model. >>You could run that for financial modeling, you can use AI. And so we're seeing things like that. And I think we'll continue to see that the other side of that is using modeling and simulation to actually represent what you see in AI. So we were talking about the grid. This is one of the Exoscale compute projects you could actually use once you actually get, get the data and you can start modeling the behavior of every electrical endpoint in a city. You know, the, the meter in your house, the substation, the, the transformers, you can start measuring the FX of that. You can then build equations. Well, once you build those equations, you can then take a model, cuz you've learned what actually happens in the real world, build the equation. And then you can provide that to someone who doesn't need a extra scale supercomputer to run it, but that, you know, your local energy company can better understand what's happening and they'll know, oh, there's a problem here. We need to shift the grid or respond more, more dynamically. And hopefully that avoids brownouts or, you know, some of the catastrophic outages we've >>Seen so they can deploy that model, which, which inherently has that intelligence on sort of more cost effective systems and then apply it to a much broader range. Do any of those, um, smart simulations on, on climate suggest that it's, it's all a hoax. You don't have to answer that question. <laugh> um, what, uh, >>The temperature outside Dave might, might give you a little bit of an argument to that. >>Tell us about quantum, what's your point of view there? Is it becoming more stable? What's H HPE doing there? >>Yeah. So, so look, I think there's, there's two things to understand with quantum there's quantum hardware, right? Fundamentally, um, how, um, how that runs very differently than, than how we run traditional computers. And then there's the applications. And ultimately a quantum application on quantum hardware will be far more efficient in the future than, than anything else. We, we see the opportunity for, uh, much like we see with, you know, with HPC and AI, we just talked about for quantum to be complimentary. It runs really well with certain applications that fabricate themselves as quantum problems and some great examples are, you know, the, the life sciences, obviously quantum chemistry, uh, you see some, actually some opportunities in, in, uh, in AI and in other areas where, uh, quantum has a very, very, it, it just lends itself more naturally to the behavior of the problem. And what we believe is that in the short term, we can actually model quantum effectively on these, on these super computers, because there's not a perfect quantum hardware replacement over time. You know, we would anticipate that will evolve and we'll see quantum accelerators much. Like we see, you know, AI accelerators today in this space. So we think it's gonna be a natural evolution in progression, but there's certain applications that are just gonna be solved better by quantum. And that's the, that's the future we'll we'll run into. And >>You're suggesting if I understood it correctly, you can start building those applications and, and at least modeling what those applications look like today with today's technology. That's interesting because I mean, I, I think it's something rudimentary compared to quantum as flash storage, right? When you got rid of the spinning disc, it changed the way in which people thought about writing applications. So if I understand it, new applications that can take advantage of quantum are gonna change the way in which developers write, not one or a zero it's one and virtually infinite <laugh> combinations. >>Yeah. And I actually, I think that's, what's compelling about the opportunity is that you can, if you think about a lot of traditional the traditional computing industry, you always had to kind of wait for the hardware to be there, to really write, write, and test the application. And we, you know, we even see that with our customers and HPC and, and AI, right? They, they build a model and then they, they actually have to optimize it across the hardware once they deploy it at scale. And with quantum what's interesting is you can actually, uh, you can actually model and, and, and make progress on the software. And then, and then as the hardware becomes available, optimize it. And that's, you know, that's why we see this. We talk about this concept of quantum accelerators as, as really interesting, >>What are the customer conversations these days as there's been so much evolution in HPC and AI and the technology so much change in the world in the last couple of years, is it elevating up the CS stack in terms of your conversations with customers wanting to become familiar with Exoscale computing? For example? >>Yeah. I, I think two things, uh, one, one is we see a real rise in digital sovereignty and Exoscale and HPC as a core fund, you know, fundamental foundation. So you see what, um, you know, what Europe is doing with the, the, the Euro HPC initiative, as one example, you know, we see the same kind of leadership coming out of the UK with the system. We deployed with them in Archer two, you know, we've got many customers across the globe deploying next generation weather forecasting systems, but everybody feels, they, they understand the foundation of having a strong supercomputing and HPC capability and competence and not just the hardware, the software development, the scientific research, the, the computational scientists to enable them to remain competitive economically. It's important for defense purposes. It's important for, you know, for helping their citizens, right. And providing, you know, providing services and, and betterment. >>So that's one, I'd say that's one big theme. The other one is something Dave touched on before around, you know, as a service and why we think HP GreenLake will be, uh, a beautiful marriage with our, with our HPC and AI systems over time, which is customers also, um, are going to scale up and build really complex models. And then they'll simplify them and deploy them in other places. And so there's a number of examples. We see them, you know, we see them in places like oil and gas. We see them in manufacturing where I've gotta build a really complex model, figure out what it looks like. Then I can reduce it to a, you know, to a, uh, certain equation or application that I can then deploy. So I understand what's happening and running because you, of course, as much as I would love it, you're not gonna have, uh, every enterprise around the world or every endpoint have an exit scale system. Right. So, so that ability to, to, to really provide an as a service element with HP GreenLake, we think is really compelling. >>HP's move into HPC, the acquisitions you've made it really have become a differentiator for the company. Hasn't it? >>Yeah. And I, and I think what's unique about us today. If you look at the landscape is we're, we're really the only system provider globally. Yeah. You know, there are, there are local players that we compete with. Um, but we are the one true global system provider. And we're also the only, I would say the only holistic innovator at the system level to, to, you know, to credit my team on the work they're doing. But, you know, we're, we're also very committed to open standards. We're investing in, um, you know, in a number of places where we contribute the dev the software assets to open source, we're doing work with standards bodies to progress and accelerate the industry and enable the ecosystem. And, uh, and I think that, you know, ultimately the, the, the last thing I'd say is we, we are so connected in, um, with, through our, through the legacy or the, the legend of H Hewlett Packard labs, which now also reports into me that we have these really tight ties into advanced research and that some of that advanced research, which isn't just, um, around kind of core processing Silicon is really critical to enabling better applications, better use cases and accelerating the outcomes we see in these systems going forward. >>Can >>You double click on that? I, I, I wasn't aware that kind of reported into your group. Yeah. So, you know, the roots of HP are invent, right? Yeah. HP labs are, are renowned. It kinda lost that formula for a while. And now it's sounds like it's coming back. What, what, what are some of the cool things that you guys are working on? Well, >>You know, let me, let me start with a little bit of recent history. So we just talked about the exo scale program. I mean, that was a, that's a great example of where we had a public private partnership with the department of energy and it, and it wasn't just that we, um, you know, we built a system and delivered it, but if you go back a decade ago, or five years ago, there were, there were innovations that were built, you know, to accelerate that system. One is our Slingshot fabric as an example, which is a core enable of, of acceler, you know, of, of this accelerated computing environment, but others in software applications and services that allowed us to, you know, to really deliver a, a complete solution into the market. Um, today we're looking at things around trustworthy and ethical AI, so trustworthy AI in the sense that, you know, the models are accurate, you know, and that's, that's a challenge on two dimensions, cuz one is the, model's only as good as the data it's studying. >>So you need to validate that the data's accurate and then you need to really study how, you know, how do I make sure that even if the data is accurate, I've got a model that then, you know, is gonna predict the right things and not call a, a dog, a cat, or a, you know, a, a cat, a mouse or whatever that is. But so that's important. And, uh, so that's one area. The other is future system architectures because, um, as we've talked about before, Dave, you have this constant tension between the fabric, uh, you know, the interconnect, the compute and the, and the storage and, you know, constant, constantly balancing it. And so we're really looking at that, how do we do more, you know, shared memory access? How do we, you know, how do we do more direct rights? Like, you know, looking at some future system architectures and thinking about that. And we, you know, we think that's really, really critical in this part of the business because these heterogeneous systems, and not saying I'm gonna have one monolithic application, but I'm gonna have applications that need to take advantage of different code, different technologies at different times. And being able to move that seamlessly across the architecture, uh, we think is gonna be the, you know, a part of the, the hallmark of the Exoscale era, including >>Edge, which is a completely different animal. I think that's where some disruption is gonna gonna bubble up here in the next decade. >>So, yeah know, and, and that's, you know, that's the last thing I'd say is, is we look at AI at scale, which is another core part of the business that can run on these large clusters. That means getting all the way down to the edge and doing inference at scale, right. And, and inference at scale is, you know, I, I was, um, about a month ago, I was at the world economic forum. We were talking about the space economy and it's a great, you know, to me, it's the perfect example of inference, because if you get a set of data that you know, is, is out at Mars, it doesn't matter whether, you know, whether you wanna push all that data back to, uh, to earth for processing or not. You don't really have a choice, cuz it's just gonna take too long. >>Don't have that time. Justin, thank you so much for spending some of your time with Dave and me talking about what's going on with HBC and AI. The frontier just seems endless and very exciting. We appreciate your time on your insights. >>Great. Thanks so much. Thanks. >>Yes. And don't call a dog, a cat that I thought I learned from you. A dog at no, Nope. <laugh> Nope. <laugh> for Justin and Dave ante. I'm Lisa Martin. You're watching the Cube's coverage of day one from HPE. Discover 22. The cube is, guess what? The leader, the leader in live tech coverage will be right back with our next guest.

>>From the Bellagio hotel in Las Vegas. It's the cube covering UI path forward for brought to you by UI path. >>Hey, welcome back to Las Vegas. Lisa Martin, with Dave Volante, the cube is here, live at UI path forward for very excited to be here in person. Next topic, the smart factory, a couple of guests here to unpack that for us, Jason Brixton joins us the smart factory lead at Deloitte and Thomas Hanson, the CRO of UI path gentlemen, and welcome to the program. Thank you. Thank you for having us great to have you great to be in person. Let's talk about smart track factory factory Ford auto. What is it from Deloitte perspective and then UI path. >>So if you think about smart factory, it's really that transition from the old kind of analog manufacturing environment to the digital, digital operating type environment that we see today. So technology has really changed in the last three or four years. And as a result of that elevation of technology, we're able to do a lot more on the manufacturing floor than we ever could. So what used to be more analog or hybrid with a little bit of technology is now starting to shift really to end to end integrated manufacturing operations that are based on digital platforms and we're loving it. It's a great place to be >>Great. Tell us what's your perspective? >>Well, first of all, it's great to be here. Thank you for the invite. It's so nice to be away from soon calls or, or other type of, uh, of calls, right. And be in person. Uh, look, we have an amazing partnership with the lights. Um, we have worked together for years. We've done more than 400 joint engagements with the large companies across the world. And in that process, we've really gone deeper from a vertical and industry perspective and smart factory is really the starting point of going super specific and figuring out what does automation or how does automation rather play into, um, to a, to a smart factory, like a beautiful trombone, that music from a beautiful trombone. >>So years ago, we wrote a piece talking about the cloud as an opportunity and how to take advantage of it. And one of the, the premise of the piece was you've got to build ecosystems and maybe it's within an industry or within a practice and build data in different disciplines because the power of many versus the capabilities of one, this smart factory initiative that you guys have going, it feels like an ecosystem play. Can you describe that ecosystem? Who's involved? I know SAP in for AWS, but, but tell us more about the ECOS. >>Yeah, sure. So your, your hunch, there is a great one, right? We, we learned early on that trying to do this as Deloitte or Deloitte plus one just, wasn't going to get it done, right? You really needed to harness the power of the many. And so at the, at the core of what we're doing at the smart factory at Wichita, that you alluded to is about bringing an ecosystem to life. So we have 21 partners that are going to be participating out of the gate with the smart factory. Wichitan the intent is to show a seamless solution and actual end-to-end production facility that showcases 21 amazing technologies and partners. And we're just really thrilled about what we're able to show our clients. So, >>Yep. So Koch industries owns Inforce. So obviously that's the Wichita connection, is that right? So they got to be involved in this. I mean, they were amazing company, but what can you tell us about, uh, their, their involvement? >>Yep. So Coke, obviously the in for connection, uh, Dragos, which is another in four company as a founder within, uh, within the ecosystem, which is fantastic. There they play at the core. They're also an incredibly important client, right? So the Coke business on the whole is critical to how we think about manufacturing across a whole range of industries from discreet production to scale process. Um, they're fantastic partners and we've had a great time working with them. And you guys are just, >>It's about to launch through soft launch. Can you tell us more where you are in the progression? >>Sure. So soft launch started two days ago. Oh wow. So the building, we have the keys, uh, we are doing some visits with a handful of friends and family, that ecosystem partners that you mentioned, there'll be coming out, uh, to see it and to provide some feedback. And then we go live in earnest in January >>At Thomas where's UI path fit. >>Well, we fit in essay as a key part in this initiative. Um, look, we, as a company, we are part the preferred partner. First, we do all our business together with partners and we have right about almost 5,000 partners now, globally. And then there's a few, then there's a few in that 5,000 that are unique that really stand out. And Deloitte of course is one of those very, very special partners that we work with globally, but also locally here in the us, across all the states across all the industries. So we're thrilled to be part of this automation plays a key key part of smart factory. When you think about it, the evolution of work there's so much boring, mundane work on there. Humankind is better served, spending their time and effort on the non mundane on the innovative on the creative. And that's what we try to ensure that the humans in the loop so to speak are focused on the innovative work, the graded work, and we have software robots, RPA automation handle all that boring and mundane work, >>Right? Letting the folks focus on the value, add to themselves a value add to the organization, more strategic investments. Thomas question for you is in terms of you talked about this being horizontal across industries, but I'm curious about what some of the feedback is from some of your customers, 8,000 customers. Now you've got a very large what, 726 million ARR, huge lot of customers over a hundred million ARR. What's been the feedback from some of those guys. >>Well, so first of all, uh, personally, I I've been in enterprise software for more than 20 years. And what I've experienced over the years are most large scale enterprise software projects tends to be multi-year in nature, be rather complex. And the failure rate can be rather high. Then in comes RPA and automation, which is a complete different kettle of fish in the sense that from conceptualization of identifying a process, to getting it built, getting it tested, getting it into production, you're talking days and weeks only. So the path to seeing value is so fast. What I've learned yesterday and today from the 1516 customer meetings I've had so far is the same unique trend or learning across all industries and also from various parts of the world. And that is very fast realization of value, perhaps starting initially with 5, 10 20 processes and then scaling super fast because the find that return on investment incredibly quickly with our solution. So that's what unifies it across geographies and across industries. >>What'd you think about the smart factory? And one of the things we've learned during COVID is there's so much unknown. So sometimes these processes aren't linear like a trombone, you know, going back and forth in and out, but is there unknown in the smart factory processes or is it pretty well known? And you can do the process mining on that known base. What's the dynamic >>Back there. So there's a few different dimensions to it. So yes, it is well known because it's a controlled environment, but one of the things that we're doing is we're actually actively introducing a lot of unknown factors to try to let the bots and the process mining kick into effect. Right? So we're artificially, let's just say injecting opportunity for us to do that. The other thing that we're doing is, and what's really unique about the smart factory at Wichita is it's one of four across the globe for Deloitte. And so we're bringing data in from the other three sites, which is data, that'll be less controlled. We're going to do process mining on that. Just try to take advantage of some of the, some of the capabilities associated with the solutions. >>Okay. So, so w when you think about process mining, do you start there, or do you start with, I sometimes call it paving the cow path, you know, taking what you've known, that linear process that, that hit that as the quick win, and then worry about the process money, or do you step back and say, wait a minute, we have to rethink the entire factory experience. Where do you start? >>I think it depends in the case of the smart factory with that, we've got a few different places, so we're using it to do ingestion of orders. So that's obviously a very controlled environment. We're then using it to do a lot of work around inventory management and optimization as well as month end close plays, which will be a lot more we're learning as we go. Right. So I think on the spectrum, it could be on either end my personal belief. If you look at it more long-term or actually out in the real world is that this is all about learning new things. It's about generating insights from data that frankly, you don't want human beings to have to go do that. And so having the ability to take advantage of an intelligent automation solution, as powerful as UI path is really a great advantage. >>One of the things that's misunderstood, I think about UI path is they look at what happened post let's say 2015, 2016, and say, oh, just like, just like every other Silicon valley company, double, double, triple, triple. And that's not how you guys started. You sort of let things bake for the better part of a decade and then got product market fit and then exploded. Um, and so that's, that to me was a key to your success in scaling this. I feel like you guys are building a new offering here. This is not just doing a one-off the product market fit. It's not like a point product. It's a, it's a big thing. So can you talk about the go to market, your product market fit? You're testing it out now, your goals, are you trying to scale this up? What, what are some of the things that you can share about your aspirations? So >>The partnership from a UI path perspective to Deloitte is a critical partnership. One of the select few on a global level, uh, we have enjoyed tremendous, uh, amount of engagements together. I mentioned early on 400, and I believe we, we now have together right about 1000 developers trained within your organization on your iPod, right? That's right. Yep. So we have a strong base that, of course we want to build full and hopefully put a syrup behind the thousand to 10,000. And over time, we want to make sure that it's globally inclusive, that we can serve all the marketers across the world where we have giant presence. And there's a select number of verticals and industries where we really have had success together that we of course want to go and specifically shoe in on what would have caused now be manufacturing together. And of course, a classic vertical we've been very strong in together as BFSI bank and financial services industry. So those are good areas. >>Well, Jason, you're building a business out of this, right? I mean, you've got a business plan around it and you're going to scale this thing. >>Oh, absolutely. Yeah. That's 100% the case. So we have smart factory at Wichita. That is part of our positioning in the marketplace. What we found is that telling people about tech and about solutions is one thing, showing it to them in a production environment is altogether different, right? Giving clients the opportunity to explore the art of the possible in a real setting like that is incredibly impactful. And so you talked about go to market, we see this relationship with the ecosystem and what we're trying to do in Wichita, that's sort of the epicenter of building an entire business, which ultimately will have huge global potential. >>We talk about speed for a minute. And the growth trajectory that UI path Thomas has been on for the last five years or so. I think I was reading, I think it was analysis that Dave wrote that in 2016 revenue was 1,000,020, 20, 15, 20, 20 600 million. So massive growth very quickly. My question, Jason is for you in terms of the speed. Ha how quickly are you looking to see the smart factory for Dato really impacting organizations around the globe because these guys are on a fast bulleted. >>Yeah. So I wish we had those growth rates. I will say though, selling and delivering these solutions holistically to manufacturers takes more time. So we think of our cycle as be measured, certainly in many months, certainly not years. We are starting to see an acceleration of that entire sales cycle and delivery cycle, just because of things like the pandemic driving organizations to just need to move faster. Frankly, if you're not moving towards digital manufacturing operations right now, you're probably behind. And so we're seeing that urgency from the market start to pick up, but we don't have that kind of growth rate, unfortunately. >>Well, what's it. What's interesting about Deloitte to me is you guys here, I think of you as a virtual company. I mean, I know you got a lot of bodies out there, but it's not like you've got a lot of physical locations. Right. And so now, but now you're just, you're investing in a physical plant essentially, >>Which is extremely exciting. We, we keep telling ourselves when we talk to folks, they own lots of buildings. So just because we're excited about our building doesn't mean they are, but you're exactly right, right. We're obviously a global services and products company. So this is one of a handful of buildings that are going to start to represent us as an organization. And we're really excited about what should we watch? >>It's kind of milestones for progress success. What are the markers that we should be paying attention to is independence. >>I think specifically on this, um, rapid experiment together, I think one of the key learnings we can take away that we can apply to other companies in the manufacturing industry specifically look from a UI perspective. We work with many large scale manufacturers around the world, but we've seen amazing fast progress with Bridgestone. For example, we implemented a smaller set of, uh, uh, bots that help them reduce their paperwork by 85% onto their branches with a Turkish e-commerce retailer called Archer. Lik I think I get the pronunciation correctly. They put 85 processes in place with our bots and are now to date transacting or running. I think it's 3 million e-commerce transactions with our processes. So the impact we can have in manufacturing together with the learnings from this, my factory, I think is just so exciting. Really? >>Yeah. The impact, the potential there is, is unlimited. Guys. Thank you for joining David, me talking to us about smart factory Ford auto, what it means for both businesses, how the partnership is evolving. It sounds like music from a beautiful trombone. Thank you so much for joining Dave and me today. Thank you For Dave Volante. I'm Lisa Martin. The Cubas live in Las Vegas at the Bellagio at UI path forward for we'll be right back.

>>Fly from San Francisco. It's the cube covering RSA conference, 2020 San Francisco brought to you by Silicon angle media. >>Hi everyone. Welcome back to the cubes coverage here at in San Francisco, the Moscone center for RSA conference 2020 I'm job for your host. We are the very special guests, the COO of VMware, Sanjay Poonen, cube alumni. When you talk about security, talk about the modern enterprise as it transforms new use cases, new problems emerge. New opportunities exist here to break it down. Sanjay, welcome back. Thank you John. Always a pleasure to be on your show and I think it's my first time at RSA. We've talked a number of times, but nice to see you here. Well, it's a security guard. Well, this is really why I wanted you to talk, talk to you because operations is become now the big conversation around security. So you know, security was once part of it. It comes out and part of the board conversation, but when you look at security, all the conversations that we're seeing that are the most important conversations are almost a business model conversation. >>Almost like if you're the CEO of the company, you've got HR people, HR, organizational behavior, collaboration, technology, stack compliance and risk management. So the threat of cyber has to cut across now multiple operational functions of the business. It's no longer one thing, it's everything. So this is really kind of makes it the pressure of the business owners to be mindful of a bigger picture. And the attack velocity is happening so much faster, more volume of attacks, milliseconds and nanosecond attacks. So this is a huge, huge problem. I need you to break it down for me. >> Good. But then wonderful intro. No, I would say you're absolutely right. First off, security is a boardroom topic. Uh, audit committees are asking, you know, the CIO so often, you know, reports a report directly, sometimes, often not even to the CIO, to the head of legal or finance and often to the audit. >>So it's a boardroom topic then. You're right, every department right now cares about security because they've got both threat and security of nation state, all malicious, organized crime trying to come at them. But they've also got physical security mind. I mean, listen, growing a virus is a serious threat to our physical security. And we're really concerned about employees and the idea of a cyber security and physical security. We've put at VMware, cybersecurity and, and um, um, physical security. One guy, the CIO. So he actually runs vote. So I think you're absolutely right and if you're a head of HR, you care about your employees. If you're care ahead of communications, you care about your reputation and marketing the same way. If you're a finance, you care about your accounting systems and having all of the it systems that are. So we certainly think that holistic approach does, deserves a different approach to security, which is it can't be silo, silo, silo. >>It has to be intrinsic. And I've talked on your show about why intrinsic and how differentiated that intrinsic security, what I talked about this morning in my keynote. >> Well, and then again, the connect the dots there. It's not just security, it's the applications that are being built on mobile. For instance, I've got a mobile app. I have milliseconds, serious bond to whether something's yes or no. That's the app on mobile. But still the security threat is still over here and I've got the app over here. This is now the reality. And again, AirWatch was a big acquisition that you did. I also had some security. Carbon black was a $2 billion acquisition that VMware made. That's a security practice. How's it all coming together? Can you think of any questions? Blame the VMware because it's not just security, it's what's around it. >> Yeah. I think we began to see over the course of the last several years that there were certain control points and security that could help, you know, bring order to this chaos of 5,000 security vendors. >>They're all legitimate. They're all here at the show. They're good vendors. But you cannot, if you are trying to say healthy, go to a doctor and expect the doctor to tell you, eat 5,000 tablets and sailed. He just is not sustainable. It has to be baked into your diet. You eat your proteins, your vegetables, your fruit, your drink, your water. The same way we believe security needs to become intrinsically deeper parts, the platform. So what were the key platforms and control points? We decided to focus on the network, the endpoint, and you could think of endpoint as to both client and workload identity, cloud analytics. You take a few of those and network. We've been laboring the last seven years to build a definitive networking company and now a networking security company where we can do everything from data center networking, Dell firewalls to load balancing to SDN in this NSX platform. >>You remember where you bought an nice syrup. The industry woke up like what's VM ever doing in networking? We've now built on that 13,000 customers really good growing revenue business in networking and and now doing that working security. That space is fragmented across Cisco, Palo Alto, FIU, NetScaler, checkpoint Riverbed, VMware cleans that up. You get to the end point side. We saw the same thing. You know you had an endpoint management now workspace one the sequel of what AirWatch was, but endpoint security again, fragmented. You had Symantec McAfee, now CrowdStrike, tenable Qualis, you know, I mean just so many fragmented IOM. We felt like we could come in now and clean that up too, so I have to worry about to do >> well basically explaining that, but I want to get now to the next conversation point that I'm interested in operational impact because when you have all these things to operationalize, you saw that with dev ops and cloud now hybrid, you got to operationalize this stuff. >>You guys have been in the operations side of the business for our VMware. That's what you're known for and the developers and now on the horizon I gotta operationalize all the security. What do I do? I'm the CSO. I think it's really important that in understanding operations of the infrastructure, we have that control point called vSphere and we're now going to take carbon black and make it agentless on the silverside workloads, which has never been done before. That's operationalizing it at the infrastructure level. At the end point we're going to unify carbon black and workspace one into a unified agent, never been done before. That's operationalizing it on the client side. And then on the container and the dev ops site, you're going to start bringing security into the container world. We actually happened in our grade point of view in containers. You've seen us do stuff with Tansu and Kubernetes and pivotal. >>Bringing that together and data security is a very logical thing that we will add there. So we have a very good view of where the infrastructure and operations parts that we know well, a vSphere, NSX workspace one containers with 10 Xu, we're going to bring security to all of them and then bake it more and more in so it's not feeling like it's a point tool. The same platform, carbon black will be able to handle the security of all of those use cases. One platform, several use cases. Are you happy with the carbon black acquisition? Listen, you know, you stay humble and hungry. Uh, John for a fundamental reason, I've been involved with number of acquisitions from my SAP VMware days, billion dollar plus. We've done talking to us. The Harvard business review had an article several years ago, which Carney called acquisitions and majority of them fail and they feel not because of process of product they feel because good people leave. >>One of the things that we have as a recipe does acquisition. We applied that to AirWatch, we apply the deny Sera. There is usually some brain trust. You remember in the days of nice area, it was my team Cosato and the case of AirWatch. It was John Marshall and that team. We want to preserve that team to help incubate this and then what breve EV brings a scale, so I'm delighted about Patrick earlier. I want to have him on your show next time because he's now the head of our security business unit. He's culturally a fit for the mr. humble, hungry. He wants to see just, we were billion dollar business now with security across networking endpoint and then he wants to take just he's piece of it, right? The common black piece of it, make it a billion dollar business while the overall security business goes from three to five. >>And I think we're going to count them for many years to come to really be a key part of VMware's fabric, a great leader. So we're successful. If he's successful, what's my job then? He reports to me is to get all the obstacles out of the way. Get every one of my core reps to sell carbon black. Every one of the partners like Dell to sell carbon black. So one of the deals we did within a month is Dell has now announced that their preferred solution on at Dell laptops, this carbon bike, they will work in the past with silence and crowd CrowdStrike. Now it's common black every day laptop now as a default option. That's called blank. So as we do these, John, the way we roll is one on here to basically come in and occupy that acquisition, get the obstacles out of the way, and that let Patrick scaled us the same way. >>Martine Casado or jumbo. So we have a playbook. We're gonna apply that playbook. Stay humble and hungry. And you ask me that question every year. How are we doing a carbon black? I will be saying, I love you putting a check on you. It will be checking in when we've done an AirWatch. What do you think? Pretty good. Very good. I think good. Stayed line to the radar. Kept growing. It's top right. Known every magic quadrant. That business is significant. Bigger than the 100 million while nice here. How do we do a nice hero? NSX? It's evolved quite a bit. It's evolved. So this is back to the point. VMware makes bets. So unlike other acquisitions where they're big numbers, still big numbers, billions or billions, but they're bets. AirWatch was a good bet. Turned out okay. That the betting, you're being conservative today anyway. That's it. You're making now. >>How would you classify those bets? What are the big bets that you're making right now? Listen, >> I think there's, um, a handful of them. I like to think of things as no more than three to five. We're making a big bet. A multi-cloud. Okay. The world is going to be private, public edge. You and us have talked a lot about VMware. AWS expanded now to Azure and others. We've a big future that private cloud, public cloud edge number two, we're making a big bet on AB motorization with the container level 10 zoos. I think number three, we're making a big bet in virtual cloud networking cause we think longterm there's going to be only two networking companies in matter, VMware and Cisco. Number four, we're making a big bet in the digital workspace and build on what we've done with AirWatch and other technologies. Number five, and make it a big bet security. >>So these five we think of what can take the company from 10 to 20 billion. So we, you know, uh, we, we've talked about the $10 billion Mark. Um, and the next big milestone for the company is a 20 billion ball Mark. And you have to ask yourself, can you see this company with these five bets going from where they are about a 10 billion revenue company to 20. Boom. We hope again, >> Dave, a lot that's doing a braking and now he might've already shipped the piece this morning on multi-cloud. Um, he and I were commenting that, well, I said it's the third wave of cloud computing, public cloud, hybrid multi-cloud and hybrids, the first step towards multi-cloud. Everyone kind of knows that. Um, but I want to ask you, because I told Dave and we kind of talked about this is a multi-decade growth opportunity, wealth creation, innovation, growth, new opportunity multicloud for the generation. >>Take the, this industry the next level. How do you see that multicloud wave? Do you agree on the multigenerational and if so, what specifically do you see that unfolding into this? And I'm deeply inspired by what Andy Jassy, Satya Nadella, you know, the past leading up to Thomas Korea and these folks are creating big cloud businesses. Amazon's the biggest, uh, in the iOS pass world. Azure is second, Google is third, and just market shares. These folks collectively are growing, growing really well. In some senses, VM-ware gets to feed off that ecosystem in the public cloud. So we are firm believers in what you're described. Hybrid cloud is the pot to the multicloud. We coined that term hybrid thought. In fact, the first incantation of eco there was called via cloud hybrid service. So we coined the term hybrid cloud, but the world is not multi-cloud. The the, the key though is that I don't think you're gonna walk away from those three clouds I mentioned have deep pockets. >>Then none of them are going away and they're going to compete hard with each other. The market shares may stay the same. Our odd goal is to be a Switzerland player that can help our customers take VM or workloads, optimize them in the private cloud first. Okay? When a bank of America says on their earnings caller, Brian Warren and said, I can run a private cloud better than a public cloud and I can save 2 billion doing that, okay? It turns off any of the banks are actually running on VMware. That's their goal. But there are other companies like Freddie Mac, we're going all in with Amazon. We want to ride the best of both worlds. If you're a private cloud, we're going to make you the most efficient private cloud, VMware software, well public cloud, and going to Amazon like a Freddie Mac will help you ride your apps into that through VMware. >>So sometimes history can be a predictor of future behavior. And just to kind of rewind the computer industry clock, if you looked at mainframe mini-computers, inter networking, internet proprietary network operating systems dominated it, but you saw the shift and it was driven by choice for customers, multiple vendors, interoperability. So to me, I think cloud multicloud is going to come down to the best choice for the workload and then the environment of the business. And that's going to be a spectrum. But the key in that is multi-vendor, multi, a friend choice, multi-vendor, interoperability. This is going to be the next equation in the modern error. It's not gonna look the same as mainframe mini's networking, but it'll create the next Cisco, the create the next new brand that may or may not be out there yet that might be competing with you or you might be that next brand. >>So interoperability, multi-vendor choice has been a theme in open systems for a long time. Your reactions, I think it's absolutely right, John, you're onto something there. Listen, the multicloud world is almost a replay of the multi hardware system world. 20 years ago, if you asked who was a multi hardware player before, it was Dell, HP at the time, IBM, now, Lenovo, EMC, NetApp, so and so forth and Silva storage, networking. The multicloud world today is Amazon, Azure, Google. If you go to China, Alibaba, so on and so forth. A Motiva somebody has to be a Switzerland player that can serve the old hardware economy and the new hardware economy, which is the, which is the cloud and then of course, don't forget the device economy of Apple, Google, Microsoft, there too. I think that if you have some fundamental first principles, you expressed one of them. >>Listen where open source exists, embrace it. That's why we're going big on Kubernetes. If there are multiple clouds, embrace it. Do what's right for the customer, abstract away. That's what virtualization is. Managed common infrastructure across Ahmed, which is what our management principles are, secure things. At the point of every device and every workload. So those are the principles. Now the engineering of it changes. The way in which we're doing virtualization today in 2020 is slightly different from when Diane started the company and around the year 2020 years ago. But the principals are saying, we're just not working just with the hardware vendors working toward the cloud vendors. So using choices where it's at, the choice is what they want. Absolutely, absolutely. And you're right. It's choice because it was the big workloads. We see, for example, Amazon having a headstart in the public cloud markets, but there's some use cases where Azure is applicable. >>Some use his word, Google's applicable, and to us, if the entire world was only one hardware player or only one cloud player, only one device player, you don't need VMware. We thrive in heterogeneity. It's awesome. I love that word. No heterogeneity provides not 3000 vendors. There's almost three, three of every kind, three silver vendors, three storage vendors, three networking vendors, three cloud vendors, three device vendors. We was the middle of all of it. And yeah, there may be other companies who tried to do that too. If they are, we should learn from them, do it better than them. And competition even to us is a good thing. All right. My final question for you is in the, yeah, the Dell technologies family of which VMware is a part of, although big part of it, the crown jewel as we've been calling them the cube, they announced RSA is being sold to a private equity company. >>What's the general reaction amongst VMware folks and the, and the Dell technology family? Good move, no impact. What we support Dell and you know, all the moves that they've made. Um, and from our perspective, you know, if we're not owning it, we're going to partner it. So I see no overlap with RSA. We partner with them. They've got three core pillars, secure ID, net witness and Archer. We partnered with them very well. We have no aspirations to get into those aspects of governance. Risk and compliance or security has been, so it's a partner. So whoever's running it, Rohit runs on very well. He also owns the events conference. We have a great relationship and then we'll keep doing that. Well, we are focused in the areas I described, network, endpoint security. And I think what Michael has done brilliantly through the course of the last few years is set up a hardware and systems company in Dell and allow the software company called Vima to continue to operate. >>And I think, you know, the movement of some of these assets between the companies like pivotal to us and so on and so forth, cleans it up so that now you've got both these companies doing well. Dell has gone public, we Hammer's gone public and he has said on the record, what's good for Dell is good, what's good for VMware and vice versa and good for the customer. And I think the key is there's no visibility on what cloud native looks like. Hybrid, public, multi, multi, not so much. But you get almost, it's an easy bridge to get across and get there. AI, cyber are all big clear trends. They're waves. Sasha. Great. Thank you. Thanks for coming on. Um, your thoughts on the security show here. Uh, what's your, what's your take to, uh, definitive security shows? I hope it stays that way. Even with the change of where RSA is. >>Ownership goes is this conference in black hat and we play in both, uh, Amazon's conference. I was totally starting to, uh, reinforce, reinforce cloud security will show up there too. Uh, but we, we think, listen, there's what, 30,000 people here. So it's a force. It's a little bit like VMworld. We will play here. We'll play a big, we've got, you know, it just so happens because the acquisition happened before we told them, but we have two big presences here. We were at carbon black, um, and it's an important business for us. And I said, like I said, we have $1 billion business and security today by 30,000 customers using us in a security network, endpoints cloud. I want to take that to be a multi, multiple times that size. And I think there's a pot to do that because it's an adjacent us and security. So we have our own kind of selfish motives here in terms of getting more Mindshare and security. >>We did a keynote this morning, which was well received with Southwest airlines. She did a great job. Carrie Miller, she was a fantastic speaker and it was our way of showing in 20 minutes, not just to our point of view, because you don't want to be self serving a practitioner's point of view. And that's what's really important. Well finally on a personal note, um, you know, I always use the term tech athlete, which I think you are one, you really work hard and smart, but I got to get your thoughts. But then I saw you're not on Twitter. I'm on. When IBM announced a new CEO, Arvin, um, fishnet Indian American, another CEO, this is a pattern. We're starting to see Indian American CEOs running cup American companies because this is the leadership and it's really a great thing in my mind, I think is one of the most successful stories of meritocracy of all time. >>You're quick. I'm a big fan of oven, big fan of Shantanu, Sundar Pichai, something that Ellen, many of them are close friends of mine. Uh, many of them have grown up in Southern India. We're a different ages. Some of them are older than me and in many cases, you know, we were falling behind other great players like Vino Cosla who came even 10 to 15 years prior. And you know, it's hard for an immigrant in this country. You know, um, when I first got here and I came as an immigrant to Dartmouth college, there may have been five or 10 Brown skin people in the town of Hanover, New Hampshire. I don't know if you've been to New Hampshire. I've been there, there's not many at that time. And then the late 1980s, now of course, there's much more, uh, so, you know, uh, we stay humble and hungry. >>There's a part of our culture in India that's really valued education and hard work and people like Arvin and some of these other people are products. I look up to them, the things I learned from them. And um, you know, it's true of India. It's a really good thing to see these people be successful at name brand American companies, whether it's IBM or Microsoft or Google or Adobe or MasterCard. So we're, we're, I'm in that fan club and there's a lot I learned from that. I just love being around people who love entrepreneurship, love innovation, love technology, and work hard. So congratulations. Thank you so much for your success. Great to see you again soon as you put in the COO of VM-ware here on the ground floor here at RSA conference at Moscone, sharing his insight into the security practice that is now carbon black and VMware. All the good things that are going on there. Thanks for watching.

>> Announcer: Live from San Francisco, celebrating 10 years of high tech coverage, it's theCUBE, covering VMworld 2019. Brought to you by VMware and its ecosystem partners. >> Welcome back, this is theCUBE at VMworld 2019. I'm Stu Miniman, my cohost is John Troyer. It's our 10th year at the show, we've been going three days, wall to wall, on two sets and really happy to welcome to the program, a first time guest, Geoff Tudor is the vice president, general manager of Vision.AI, inside Panzura. Thanks so much for joining us. >> Yes, you best suit things John. >> All right, so, we've known Panzura for quite a number of years, the founder of the company's someone we've talked to a bit. I believe this is the first time we've talked about Vision.ai, so maybe set the table with us, of Panzura Today, and the value of the sharing app. >> Sure, absolutely, so, Panzura is known predominantly for its file services, of which we can provide a global collaborative name space, across multiple different locations. So, entities that are in the design, engineering, manufacturing, anything where you're working with a lot of distributed groups that need access to the same kind of working set files, and big data files have been using Panzura for file services for a number of years. We're in 33 countries, 7,000 deployments, and largely in the Fortune 100. And that's kind of where we started to see that the growth of data is not only in user-generated content like PowerPoints or data-based backups, but it's the machine-generated data, and that's what brought us to Vision.ai. >> Okay, so great. The layout, that was an internally created product. How long has it been available, what's the key IP in there that differentiates from others in the marketplace? >> So, great question. Well, the thing with machine-generated data is there's a lot of it, right? And as you know, it's growing at 60% compounding growth rate, all these great statistics, but in order to drive value of machine data, especially when you're looking at ML and AI, the larger the data set, the larger the training data set, the better the prediction models, and one of the problems with today's storage platforms for machine data, is that you're taking data, you're indexing it, then you're putting it on Flash, which is a phenomenal storage platform, but if you're looking for petabytes of Flash for just retaining a couple months worth of data, it becomes very expensive, very fast so a couple of years ago, we took some of the core IP that we had and creating file to object mapping, and said, look, let's build a new cloud native architecture to manage cloud native digital machine-generated data, and be able to transfer that not only for the block storage to put in the object storage. So we created something called VBOS, Vision Block Object Storage, that allows us to take, index this data, and then write it to object but still, while it's an object, have it still searchable, and that really unlocks a value of these very large data sets, so you no longer have to push this off on a tape, or push it off into object storage where it's no longer available, it sits in object storage, but it's always on, it's always available. >> And is this a software offering, does it sit in my bucket somewhere, or does it sit in yours, and then actually are we, machine-generated data, that's a pretty wide term. Are we talking log files, or? >> Well, certainly log files is a core starting point because that's something everyone here at VMWorld, you know, has in common, right? As our systems and records are creating and running virtual machines, it's generating digital data about who accessed what, when, where, when and how, for IP address security information, dashboards, et cetera. So, we've created this as a service because, in a multicloud world, you need one platform where you can ingest these data feeds and these log feeds, and then store that and search it. People have been generating and deploying on-site log files for some time, but we've seen a large interest among our customer base, in a hosted service that can securely store and make their logs accessible. >> All right, Geoff, bring us inside a customer. What is some of the typical use cases, outcomes, that customers, if you have any example that might illustrate it, I'd love that. >> Sure, so we'll take a customer that is in the publishing business and as you know, in the publishing busines, we were going from paper into digital right? So it's just digital transformation and as their industry changed, they became now a web hoster, so the sites and their papers that used to advertise and their classifieds and by-print ads, they're now managing their digital experience, well, as they were doing that, they came into a situation where some of their sites were having unpredictable performance lows, and they're just sophisticated enough to have one IT person managing, you know, 50 different, to about 50 different servers, virtual machines, running these, hosting these sites. So they needed help, like is there a platform that can come help me create dashboards so I can visualize this log data that came in to us so our partner, one of our key partners here is phoenixNAP at the show, and Intel's demonstrating our Octane Accelerated Technology, so we went into this particular customer, onboarded him in five minutes, created the dashboards for him, and now their logs are coming in a number of gigabytes per day, and that can visualize and find out any points of their operations that are creating problems and slow access time for their customers. >> You know, I love the storage data aspect of it, right? The searchable object store sounds very neat, I bet there's some very cool computer science there, storage and data geeks love that. It's also got AI in the name, and we talked about ML and AI, so where does that come into the picture? >> Absolutely, sir, great question. The AI and ML aspect of this is because as you get primarily the large data set sizes, then you can start putting machine generated algorithms on top of it, right, so creating large data stores, and then the first machine generated analytics that we've run on top of it, are things such as storage prediction costs, it's actually one where we've saved one of our customers in financial services, tens of thousands of dollars a month, because we can look at their bucket, their bucket sizes and the access times to their S3 buckets and say look, you know, you're actually not accessing it. You can drop it down in the infrequent access and you're not going to get a higher bill, so we can run these analytics for them, provide that data to them. >> Geoff, we're here at VMWorld. >> Yes. >> VMworld's talking a lot about multicloud, and microservices, cloud native, VMware cloud pieces, help us understand the intersection between what you're doing, and how that ties into VMware and their customers. >> Absolutely, well, in a multicloud world, VMware is obviously one very important component of it. But there's also components that are non-Vsphere based, right, and so, we have to be cognizant of this, and need a platform that can support any data feed from any data source, so that's certainly one of them. But number two, as you mention it, microservice. Traditional log platforms or machine data platforms such as Elastix, or Archer Splunk or things like that, is where you go and you create your architecture, and your infrastructure, and you manage that infrastructure as you're putting that data into it so it puts operational burden on the customer to go manage all this. In our view of the world, it needs to be completely serverless. You need to be able to consume machine data, log data, as a microservice in a complete service mythology, so you send your data into this URL, it goes into your bucket, it's encrypted, it's dropped into your object service where it's searchable. >> Yeah, it's funny, I've been looking at the serverless space for a couple of years now, functions, really interesting stuff, Kelsey Hightower actually put out, he said, isn't most of networking serverless by definition? Maybe just clarify that for us. >> Yeah, so serverless is just like the cloud. It's just somebody else's data center, okay? >> I actually have the T-shirt for serverless, it updates that there is no cloud, it's a computer, it's just a microservice that you pay a little bit for when you need it, things like that. >> Right, when you need it, but really, it gets into if I want to spin up elastic searches, talk about that, because that is one of the key workloads that's running in our platform, when you talk about elastic search service, if you want to spin that up, you need to go literally spin up virtual machines, assign block storage to those virtual machines, and hope that you assign enough storage for your data ingestion, otherwise your performance is going to go down, your data is going to become blocked, then you're going to need to assign storage. So, you're still managing stuff, even though it's in the cloud, in our world, we're kind of trying to turn machine generated data and democratize it into simple as a Gmail account right? I create, I request a microservice endpoint, then you write to that endpoint. Now, of course, we're managing servers, and we're managing clusters and virtual machines, and all that funness, but it's transparent to you, and most importantly, you're not hit with any cost for the infrastructure. You're only charged for what you're consuming, and that means it's a complete consumable base bottle from that standpoint, which saves customers a lot money from otherwise having to buy and host a lot of infrastructure. >> So, Geoff, you have a big presence here at the show, A nice booth, I hope it's been a good week, I'm curious about what you thought the energy was, I think you all had an announcement, talk a little about that and how that works with the ecosystem in the audience here. >> Yeah, we actually have two announcements, and let's take the first from the file services, because from our file service platform, we're announcing Vsense certification, which is coming in the fall, we've gone through that process, so that anywhere you're running VMware, on any of the cloud providers on top of SAN, vSAN, you now have a file services platform on top of that that can expand beyond just your NVMe, and also leverage that object storage for this kind of infinite filer, if you will, for that, but the other announcement we have is the log analytics service. >> All right, yeah, tell us a little bit about customer meetings you're having. What are the things that are bringing customers to you, is there a certain thing that, you know, when you hear it, you're like ah, this is a perfect Panzura customer. >> Well, yeah, certainly, I would think that any data and storage is just a universal problem, and people can't get enough of it, and ultimately they want to get out of the business of managing storage a lot, in this case so in that particular instance, being able to offer them a software defined file system platform for our traditional filer environment, is something that's going to, it's just a evergreen forest, right, it's going to continue to grow, you know, the performance of file and flash at the price of object, that's a pretty clear value proposition. In the machine generated data analytics space with Vision.ai, it is how do I make sense of my data? I need to take all of these data streams, and actually put some intelligence on it, and create alerts, visualize this data, so our big proposition here is five minutes to visualize your data, and that resonates. I can walk these customers that are traditionally having to go build their own log service environments, and I'm saying here, let me onboard you. We can actually start sending their data up and having visualizations and alerts in five minutes, and that's revolutionary to them, right? The simplicity of it is key, and I think that's making IT simple to consume and democratizing is something we're focused on doing. >> Geoff, last thing I have, tell us a little bit about what we should expect going forward. Obviously, the AI and ML stuff is continuing to grow, what should customers be looking for from Panzura in the near future? >> No matter how sophisticated a customer in an enterprise is, they don't have enough smart people, right? And data scientists are very expensive, and they're very scarce so what we're doing and focused on doing and we will be doing more of, is we've built a marketplace, a marketplace where data applications, data analytics applications, can be created by the community, can be published into and be consumed by an enterprise, so that they have their account, they add in this application, they can immediately start utilizing and experiencing and unlocking the power of their data. >> Geoff Tudor, really appreciate the update on Panzura. Congrats on the progress of Vision.ai, and hope to catch up with you in the near future. >> Great, thanks so much, I look forward to next year. >> For John Troyer, I'm Stu Miniman, getting towards the end of our coverage from Vmworld 2019, but as always, thanks for watching theCUBE. (gentle music)

>> From the SiliconANGLE media office in Boston Massachusetts, it's theCUBE. Now here's your host, Dave Vellante. >> Hi everbody, this is Dave Vellante, and welcome to this special Cube conversation on a very important topic, cyber security and cyber resiliency. With me today is Stefan Voss who's the Senior Director of Product Management for Data Protection Software and Cyber Security and Compliance at Dell EMC. Stefan, thanks for coming on and helping us understand this very important topic ahead of RSA World. >> My pleasure, thanks Dave for having me. >> You're welcome, so let's talk about the environment today. We have, for years, seen back-up evolve into data protection, obviously disaster recovery is there, certainly long term retention. But increasingly, cyber resilience is part of the conversation. What are you seeing from customers? >> Yeah, definitely, we're seeing that evolution as well. It's definitely a changing market and what a perfect fit. We have to worry about right of breach, What happens when I get attacked? How can I recover? And the technologies we have, that we have for business resiliency back-up, they all apply, they all apply more than ever. But sometimes they have to be architected in a different way. So folks are very sensitive to that and they realize that they have great technologies. >> I'm glad you mentioned the focus on recovery because we have a lot of conversations on theCUBE about the CIO and how he, or she, should be communicating to the board, or the CSO, how they should be communicating to the board. That conversation has changed quite dramatically over the last 10 years. Cyber is a board-level issue. When you talk to, certainly large companies, every quarter they're talking about cyber. And not just in terms of what they're doing to keep the bad guys out but really what the processes are to respond, what the right regime is - you know, cyber security is obviously a team sport, it's not just the responsibility of the CSO or the SECOPS team, or the IT team, everybody has to be involved and be aware of it. Are you seeing that awareness at board levels within your customer base, and maybe even at smaller companies? >> 100%, I think the company size almost doesn't matter. Everybody can lose their business fairly quickly and there's one thing that NotPetya, that very bad, sort of, attack told us is that it can be very devastating. And so if we don't have a process and if we don't treat it as a team sport, we'll be uncoordinated. So, first of all, we learned that recovery is real and we need to have a recovery strategy. Doesn't mean we don't do detection, so the NIS continuum applies, but the CSOs are much more interested in the actual data recovery than they ever were before which is very interesting. And then, you know, you learn that the process is as important as the technology. So, in other words, Bob Bender - a fabulous quote from Founders Federal - you know, the notion of sweating before the game, being prepared, having a notion of a cyber recovery run book. Because the nature of the disasters are changing so, therefore, we have to think about using the same technologies in a different way. >> And I said at the open that things are shifting from just a pure back-up and recovery spectrum to much broader. The ROI is changing, people are trying to get more out of their data protection infrastructure than just insurance and, certainly, risk management and cyber resiliency and response is part of that. How is the ROI equation changing? >> Yeah, I mean, it's a very valid question. You know, we do have, people are asking for the ROI. We have to take a risk-based approach, we are mitigating risk. It's never fun to have any data protection or business resilience topology, 'cause it's incremental cost, but we do that for a reason. We need to be able to have an operational recovery strategy, a recovery strategy from a geographic disaster and, of course, now more so than ever a recovery strategy from a cyber attack. And so, therefore, we have to think about, you know, not so much the ROI but what is my risk reduction, right? By having, sort of, that process in place but also the confidence that I can get to the data that I need to recover. >> Now we're gonna get into that a little bit later when we talk about the business impact analysis. But I wanna talk about data isolation. Obviously ransomware is a hot topic today and this notion of creating an air gap. What is data isolation from your perspective? What are customers doing there? >> Yeah, I mean, I think almost every customer has a variant of data isolation. It's clear that it works, we've seen this from the NotPetya attack again that where we were, large logistics company, right, found data the domain controller on a system that underwent maintenance in Nigeria. So a system that was offline, but we don't wanna operate that way. So we wanna get the principles of isolation because we know it kind of reduces the attack surface, right, from the internal actor, from ransomware variants, you name it. All of these are, when you have stuff on the network it's theoretically fair game for the attacker. >> So that Nigeria example was basically by luck there was a system offline under maintenance that happened to be isolated? And so they were able to recover from that system? >> Absolutely. And another example was, of course, critical data that domain controller, 'cause that's what this attack happened to go after, was on tape. And so, you know, this just shows and proves that isolation works. The challenge we were running into with every customer we work with was the recovery time. Especially when you have to do selective recovery more often, you know, we wanna be able to get the benefits of online media. But also get, sort of, the benefits of isolation. >> Yeah, I mean, you don't wanna recover from tape. Tape is there as a last resort and hopefully you never have to go to it. How are customers, sort of, adopting this data isolation strategy and policy? Who's involved, what are some of the pre-requisites that they need to think about? >> Yeah, so the good thing - first thing's first, right. We have technology we know and love, so our data protection appliances where we started architecting this workflow, that we can use. So, in other words, you don't have to learn a new technology, buy something else. There's an incremental investment, yes. And then we have to think about who's involved. So that earlier point, the security folks are almost always involved, and they should be involved. Sometimes they fund the project, sometimes it comes out of IT. Right, so, this is the collaborative effort and then to the extent it's necessary, of course, you wanna have GRC - so the risk people - involved to make sure that we really focus on the most important critical assets. >> Now ahead of RSA, let's talk a little bit about what's going on in that world. There are security frameworks, Nist in particular is one, that's relatively new, I mean it's 2014 it came out, it's been revised really focusing on prevent, detect and, very importantly, respond. Something we've talked about a lot. Are people using that framework? Are they doing the self-assessments that Nist prescribes? What's your take? >> Yeah, I think they are. So, first of all, they are realizing that leaning too much left of breach, in other words hoping that we can always catch everything, sort of the eggshell perimeter, everybody understands that that's not enough. So we have to go in-depth and we also have to have a recovery strategy. And so the way I always like to break it down pragmatically is - one, what do I prioritize on? So we can always spend money on everything, but doing a business impact analysis and then maybe governing that in a tool like RSA Archer can help me be a little bit more strategic. And then, on the other end, if I can do a better job co-ordinating the data recovery along with the incident response, that will go a long way. You know and, of course, that doesn't forego any investment in the detection but it is widely adopted. >> One of the key parts about the NIS framework is understanding exposure in the supply chain where you may not have total control over one of your suppliers' policies, but yet they're embedded into your workflow. How are people handling that? Is there a high degree of awareness there? What are you seeing? >> It is absolutely, that's why product security is such an important element, and it's the number one priority for Dell Security, even above and beyond the internal security of our data center, as crazy as it sounds. Because, you know, we can do a lot of damage right in the market. So, certainly, supply chain, making sure we have robust products all along the way is something that every customer asks about all the time and it's very important. >> Let's go back to business impact analysis, we've mentioned it a couple of times now. What is a business impact analysis and how do you guys go about helping your customers conduct one? >> Yeah, I mean, let's maybe keep it to that example, let's say I go through this analysis and I find that I'm a little bit fuzzy on the recovery and that's an area I wanna invest. You know, and then I buy off on the concept that I have an isolated or cyber recovery vault on an isolated enclave onto which I can then copy data and make sure that I can get to it when I have to recover. The question then becomes, well what does business critical mean? And that's where the business impact analysis will help to say what is your business critical process - number one, number two - what are the associated applications, assets? 'Cause when you have that dependency map it makes it a lot easier to start prioritizing what applications do I put in the vault, in other words. In this specific example. And then how can I put it into financial terms to justify the investment? >> Well we were talking about ROI before, I mean really we've done actually quite a few studies looking at Global 2000 and the cost of downtime. I mean, these are real tangible metrics that, if you can reduce the amount of downtime or you can reduce the security threat, you're talking about putting money back in your pocket. Because Global 2000 organizations are losing millions and millions of dollars every year, so it is actually hard ROI. Even though some people might look at it as softer. I wanna talk about isolated data vault, you know, this notion of air gaps. What are you guys specifically doing there? Do you have solutions in that area? >> Yeah, we do. So we are using, luckily, so the concepts that we know from resiliency disaster recovery. Right, so our data protection storage which is very robust, it's very secure, it has very secure replication. So we have the mechanisms to get data into the vault, we have the mechanisms to create a read-only copy, so an immutable copy, that I can then go back into. So all of this is there, right, but the problem is how do I automate that workflow? So that's a software that we wrote that goes along with the data protection appliance sale. And what it does, it's all about ingesting that business critical data that I talked about into the secure enclave, and then rendering it into an immutable copy that I can get to when I have nowhere else to go. >> Okay, so you've got that gap, that air gap. Now, the bad guys will say 'Hey, I can get through an air gap, I can dress somebody up as a worker and put a stick in'. And so, how much awareness is there of that exposure? And I know it's maybe, you know, we're hitting the tip of the pyramid here, but still important. Can you guys help address that through, whether it's processes or product or experience? >> 100% so we have, of course, our consulting services that will then work with you on elements of physical security, or how do I lock down that remaining replication link? It's just about raising the bar for the attacker to make it more likely we'll catch them before they can get to, really, the prized assets. We're just raising the bar but, yes, those are things we do. So consulting, physical security, how do I do secure reporting out? How do I secure management going in? How do I secure that replication or synchronization link into the vault? All of these are topics that we then discuss, if they kind of deviate from the best practices and we have very good answers through our many customer arrangements. >> Stefan, let's talk about some of the specific offerings. RSA is a portfolio company in the Dell Technologies Group, it's a sister company of Dell EMC. What are you guys doing with RSA? Are you integrating with any of their specific products? Maybe you could talk about that a little bit? >> Yeah, I think, so when you think about recovery and incident response being so important, there's an obvious, right? So what RSA has found - I thought this was very interesting is that there's a lack of coordination between, typically, the security teams and the data professionals, data restoration professionals. So the more we can bridge that gap through technology, reporting, the better it is, right? So, there's a logical affinity between an incident response retainer, activity, and the data recovery solutions that we provide. That's one example, right? So every day counts, that example that I talked about NotPetya, the specific customer was losing 25 Euros every day. If I can shave off one day, it's money in the bank. Or money not out of the bank. The other area is, how do I make sure that I'm strategic about what data I protect in this way? That's the BIA Archer. And then there's some integrations we are looking at from an analytics perspective. >> Archer being the sort of governance risk and compliance, workflow, that's sort of one of the flagship products of RSA. So you integrate to that framework. And what about analytics, things like IOC, RSA NetWitness, are those products that you're integrating to or with, or leveraging in any way? >> Yeah, first off, analytics in general it's an interesting concept now we have data inside our secure enclave, right? So what if we could actually go in and give more confidence to the actual copies that we're storing there. So we have an ecosystem from an analytics perspective. We work with one specific company, we have Arrest API-based integration where we then, essentially, use them to do a vote of confidence on the copy, of the raw back up. Is it good? Are there signs that it was corrupted by malware? and so forth. So what that helps us do is be more proactive around our recovery because, I think you're about to say something - but if I knew there's something, you know, suspicious then I can start my analytics activity that much sooner. >> Well the lightbulb went off in my head. Because if I have an air gap, and I was saying before, it's necessary but insufficient. If I can run analytics on the corpus of the back up data and I can identify anomalies, I might be able to end run somebody trying to get through that air gap that I just mentioned before. Maybe it's a physical, you know, security breach. And the analytics might inform me. Is that a reasonable scenario? >> It is a reasonable scenario, though we do something slightly different. So, first of all, detection mechanisms, left of breach stuff, is what it is, we love it, we sell it, you know, we use it. But, you know, when it comes to back up they're not off-the-shelf tools we can just use and say 'Hey, why don't you scan this back up?' It doesn't typically work. So what we do is, in the vault, we have time, we have a workbench so it's almost like sending a specimen to the lab. And then we take a look at it. Are there any signs that there was data corruption that was indicative of a ransomware attack? And when there is such a scenario we say, 'You might wanna take a look at it, and do some further investigation'. That's when we then look at NetWitness or working with the security teams. But we can now be of service and say 'You might wanna look at this copy over here'. It's suspicious, there's an indicative compromise. And then take the next steps other than hoping for the best. >> You mentioned the ecosystem, you mentioned the ecosystem before. I wanna double-click on that. So, talk about the ecosystem. We've said here it's a team sport, you can't just do it alone. From a platform perspective is it open, is it API based? Maybe you can give some examples of how you're working with the ecosystem and how they're leveraging the platform. >> Yeah 100%. So, like I said, so we have, you know, our data protection appliances and that's sort of our plumbing, right, to get the data to where I want. We have the orchestration software. This is the part we're talking about. The orchestration software has Arrest API, everything's documented in Swagger. And the reason we did that is that we can do these orchestrations with third party analytics vendors, that's one use case right? So, I'm here, I have a copy here, please scan, tell me what you find and then give me an alert if you find something. The other example would be, maybe, doing a level of resiliency orchestration. Where you'd automate the recovery workflow beyond what we would have to offer. There are many examples but that is how we are enabling the ecosystem, essentially. >> You mentioned Founders Federal earlier. Is that a customer, is that a reference customer? What can you tell me about them? >> Yeah it's a reference customer and they very much saw the need for this type of protection. And, you know, we've been working with them. There's a Dell World, last year, session that we did with them. And very much the same sort of, like the quote said, focus on the process not only the product and the set of technologies, right? And, so that's how we've been partnering with them. >> The quote being 'Sweat before the game'? Founders Federal, that's a great quote. Alright, we've talked a lot about just, sort of, general terms about cyber recovery. What can you tell us, tell the audience, what makes Dell EMC cyber recovery different in the marketplace and, you know, relative to your competition? Pitch me. >> Yeah, I mean, I think it's a very unique capability. Because, one, you need a large install base and, sort of, a proven platform to even built it on, right? So when you look at the data domain technology we have a lot to work with. We have a lot of customers using it. So that's very hard to mimic. We have the orchestration software where we, I believe, are ahead of the game, right? So the orchestration software that I talked about that gets the data into the vault securely. And then our ecosystem, right? So those are really the three things. And then, of course, we have the consulting services which is also hard to mimic. To really, you know, design the process around this whole thing. But I think the ecosystem, sort of, approach is also very powerful. >> You have a big portfolio, you've got your sister company that's, sort of, well known obviously in this business. Do you also have solutions? I mean, for instance, is there an appliance as part of the portfolio that fits in here? And what is that? >> Yeah, so, you can think of this as, if I wanted to really blow it down, the two things I would buy is a data domain - it could be the smallest one - and a VxRail appliance that runs the software. And then I stick that in the vault. And then there's, sort of, that product. So you can think of it as an appliance that happens to go with the software that I talked about that does the orchestration. >> Okay, so, RSA the premier conference on cyber coming up in a couple of weeks. What have you guys got going there? Give us a little tease. >> Yeah, absolutely. So it's gonna be an awesome show and we will have a booth, and so we look forward to a lot of customer conversations. And we do have a panel. It's gonna be with Mastercard and RSA and myself. And we're really gonna take it from left of breach all the way to right of breach. >> Awesome, do you know when that panel is yet? >> It is, I think, on the 5th, I may have to check. >> Which is which day? >> I wanna say it's Wednesday. >> So it starts on the Monday, right? So that'll be day three. So check the conference schedule, I mean things change at the last minute. But that's great. Mastercard is an awesome reference customer. We've worked with them in the past and so, that's great. Stefan, thanks very much for coming to theCUBE and sharing some of your perspectives and what's coming up at RSA. It's good to have you. >> Thanks so much, Dave, I appreciate it. >> Okay, thanks for watching everybody. This is Dave Vellante from our East Cost headquarters. You're watching theCUBE.