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Sanjay Poonen, CEO & President, Cohesity | VMware Explore 2022


 

>>Good afternoon, everyone. And welcome back to the VMware Explorer. 2022 live from San Francisco. Lisa Martin, here with Dave. Valante good to be sitting next to you, sir. >>Yeah. Yeah. The big set >>And we're very excited to be welcoming buck. One of our esteemed alumni Sanja poin joins us, the CEO and president of cohesive. Nice to see >>You. Thank you, Lisa. Thank you, Dave. It's great to meet with you all the time and the new sort of setting here, but first >>Time, first time we've been in west, is that right? We've been in north. We've been in south. We've been in Las Vegas, right. But west, >>I mean, it's also good to be back with live shows with absolutely, you know, after sort of the two or three or hiatus. And it was a hard time for the whole world, but I'm kind of driving a little bit of adrenaline just being here with people. So >>You've also got some adrenaline, sorry, Dave. Yeah, you're good because you are new in the role at cohesive. You wrote a great blog that you are identified. The four reasons I came to cohesive. Tell the audience, just give 'em a little bit of a teaser about that. >>Yeah, I think you should all read it. You can Google and, and Google find that article. I talked about the people Mohi is a fantastic founder. You know, he was the, you know, the architect of the Google file system. And you know, one of the senior Google executives was on my board. Bill Corrin said one of the smartest engineers. He was the true father of hyperconverge infrastructure. A lot of the code of Nutanix. He wrote, I consider him really the father of that technology, which brought computer storage. And when he took that same idea of bringing compute to secondary storage, which is really what made the scale out architect unique. And we were at your super cloud event talking about that, Dave. Yeah. Right. So it's a people I really got to respect his smarts, his integrity and the genius, what he is done. I think the customer base, I called a couple of customers. One of them, a fortune 100 customer. I, I can't tell you who it was, but a very important customer. I've known him. He said, I haven't seen tech like this since VMware, 20 years ago, Amazon 10 years ago and now Ko. So that's special league. We're winning very much in the enterprise and that type of segment, the partners, you know, we have HPE, Cisco as investors. Amazon's an investors. So, you know, and then finally the opportunity, I think this whole area of data management and data security now with threats, like ransomware big opportunity. >>Okay. So when you were number two at VMware, you would come on and say, we'd love all our partners and of course, okay. So you know, a little bit about how to work with, with VMware. So, so when you now think about the partnership between cohesive and VMware, what are the things that you're gonna stress to your constituents on the VMware side to convince them that Hey, partnering with cohesive is gonna gonna drive more value for customers, you know, put your thumb on the scale a little bit. You know, you gotta, you gotta unfair advantage somewhat, but you should use it. So what's the narrative gonna be like? >>Yeah, I think listen with VMware and Amazon, that probably their top two partners, Dave, you know, like one of the first calls I made was to Raghu and he knew about this decision before. That's the level of trust I have in him. I even called Michael Dell, you know, before I made the decision, there's a little bit of overlap with Dell, but it's really small compared to the overlap, the potential with Dell hardware that we could compliment. And then I called four CEOs. I was, as I was making this decision, Andy Jassey at Amazon, he was formerly AWS CEO sat Nadela at Microsoft Thomas cor at Google and Arvin Christian, IBM to say, I'm thinking about this making decision. They are many of the mentors and friends to me. So I believe in an ecosystem. And you know, even Chuck Robbins, who the CEO of Cisco is an investor, I texted him and said, Hey, finally, we can be friends. >>It was harder to us to be friends with Cisco, given the overlap of NSX. So I have a big tent towards everybody in our ecosystem with VMware. I think the simple answer is there's no overlap okay. With, with the kind of the primary storage capabilities with VSAN. And by the same thing with Nutanix, we will be friends and, and extend that to be the best data protection solution. But given also what we could do with security, I think this is gonna go a lot further. And then it's all about meet the field. We have common partners. I think, you know, sort of the narrative I talked about in that blog is just like snowflake was replacing Terada and ServiceNow replace remedy and CrowdStrike, replacing Symantec, we're replacing legacy vendors. We are viewed as the modern solution cloud optimized for private and public cloud. We can help you and make VMware and vs a and VCF very relevant to that part of the data management and data security continuum, which I think could end VMware. And by the way, the same thing into the public cloud. So most of the places where we're being successful is clearly withs, but increasingly there's this discussion also about playing into the cloud. So I think both with VMware and Amazon, and of course the other partners in the hyperscaler service, storage, networking place and security, we have some big plans. >>How, how much do you see this? How do you see this multi-cloud narrative that we're hearing here from, from VMware evolving? How much of an opportunity is it? How are customers, you know, we heard about cloud chaos yesterday at the keynote, are customers, do they, do they admit that there's cloud chaos? Some probably do some probably don't how much of an opportunity is that for cohesive, >>It's tremendous opportunity. And I think that's why you need a Switzerland type player in this space to be successful. And you know, and you can't explicitly rule out the fact that the big guys get into this space, but I think it's, if you're gonna back up office 365 or what they call now, Microsoft 365 into AWS or Google workspace into Azure or Salesforce into one of those clouds, you need a Switzerland player. It's gonna be hard. And in many cases, if you're gonna back up data or you protect that data into AWS banks need a second copy of that either on premise or Azure. So it's very hard, even if they have their own native data protection for them to be dual cloud. So I think a multi-cloud story and the fact that there's at least three big vendors of cloud in, in the us, you know, one in China, if include Alibaba creates a Switzerland opportunity for us, that could be fairly big. >>And I think, you know, what we have to do is make sure while we'll be optimized, our preferred cloud is AWS. Our control plane runs there. We can't take an all in AWS stack with the control plane and the data planes at AWS to Walmart. So what I've explained to both Microsoft and AWS is that data plane will need to be multi-cloud. So I can go to an, a Walmart and say, I can back up your data into Azure if you choose to, but the control plane's still gonna be an AWS, same thing with Google. Maybe they have another account. That's very Google centric. So that's how we're gonna believe the, the control plane will be in AWS. We'll optimize it there, but the data plane will be multicloud. >>Yeah. And that's what Mo had explained at Supercloud. You know, and I talked to him, he really helped me hone in on the deployment models. Yes. Where, where, where the cohesive deployment model is instantiating that technology stack into each cloud region and each cloud, which gives you latency advantages and other advantages >>And single code based same platform. >>And then bringing it, tying it together with a unified, you know, interface. That was he, he was, he was key. In fact, I, I wrote about it recently and, and gave him and the other 29 >>Quite a bit in that session, he went deep with you. I >>Mean, with Mohi, when you get a guy who developed a Google file system, you know, who can technically say, okay, this is technically correct or no, Dave, your way off be. So I that's why I had to >>Go. I, I thought you did a great job in that interview because you probed him pretty deep. And I'm glad we could do that together with him next time. Well, maybe do that together here too, but it was really helpful. He's the, he's the, he's the key reason I'm here. >>So you say data management is ripe for disrupt disruption. Talk about that. You talked about this Switzerland effect. That sounds to me like a massive differentiator for cohesive. Why is data management right for disruption and why is cohesive the right partner to do it? >>Yeah, I think, listen, everyone in this sort of data protection backup from years ago have been saying the S Switzerland argument 18 years ago, I was a at Veras an executive there. We used the Switzerland argument, but what's changed is the cloud. And what's changed as a threat vector in security. That's, what's changed. And in that the proposition of a, a Switzerland player has just become more magnified because you didn't have a sales force or Workday service now then, but now you do, you didn't have multi-cloud. You had hardware vendors, you know, Dell, HPE sun at the time. IBM, it's now Lenovo. So that heterogeneity of, of on-premise service, storage, networking, HyperCloud, and, and the apps world has gotten more and more diverse. And I think you really need scale out architectures. Every one of the legacy players were not built with scale out architectures. >>If you take that fundamental notion of bringing compute to storage, you could almost paralyze. Imagine you could paralyze backup recovery and bring so much scale and speed that, and that's what Mo invented. So he took that idea of how he had invented and built Nutanix and applied that to secondary storage. So now everything gets faster and cheaper at scale. And that's a disruptive technology ally. What snowflake did to ator? I mean, the advantage of snowflake is when you took that same concept data, warehousing is not a new concept it's existed from since Ralph Kimball and bill Inman and the people who are fathers of data warehousing, they took that to Webscale. And in that came a disruptive force toter data, right on snowflake. And then of course now data bricks and big query, similar things. So we're doing the same thing. We just have to showcase the customers, which we do. And when large customers see that they're replacing the legacy solutions, I have a lot of respect for legacy solutions, but at some point in time of a solution was invented in 1995 or 2000, 2005. It's right. For change. >>So you use snowflake as an example, Frank SL doesn't like when I say playbook, cuz I says, Dave, I'm a situational CEO, no playbook, but there are patterns here. And one of the things he did is to your point go after, you know, Terra data with a better data warehouse, simplify scale, et cetera. And now he's, he's a constructing a Tam expansion strategy, same way he did at ServiceNow. And I see you guys following a similar pattern. Okay. You get your foot in the door. Let's face it. I mean, a lot of this started with, you know, just straight back. Okay, great. Now it's extending into data management now extending to multi-cloud that's like concentric circles in a Tam expansion strategy. How, how do you, as, as a CEO, that's part of your job is Tam expansion. >>So yeah, I think the way to think about the Tam is, I mean, people say it's 20, 30 billion, but let me tell you how you can piece it apart in size, Dave and Lisa number one, I estimate there's probably about 10 to 20 exabytes of data managed by these legacy players of on-prem stores that they back up to. Okay. So you add them all up in the market shares that they respectively are. And by the way, at the peak, the biggest of these companies got to 2 billion and then shrunk. That was Verto when I was there in 2004, 2 billion, every one of them is small and they stopped growing. You look at the IDC charts. Many of them are shrinking. We are the fastest growing in the last two years, but I estimate there's about 20 exabytes of data that collectively among the legacy players, that's either gonna stay on prem or move to the cloud. Okay. So the opportunity as they replace one of those legacy tools with us is first off to manage that 20 X by cheaper, faster with the Webscale glass offer the cloud guys, we could tip that into the cloud. Okay. >>But you can't stop there. >>Okay. No, we are not doing just backup recovery. We have a platform that can do files. We can do test dev analytics and now security. Okay. That data is potentially at a risk, not so much in the past, but for ransomware, right? How do we classify that? How do we govern that data? How do we run potential? You know, the same way you did antivirus some kind of XDR algorithms on the data to potentially not just catch the recovery process, which is after fact, but maybe the predictive act of before to know, Hey, there's somebody loitering around this data. So if I'm basically managing in the exabytes of data and I can proactively tell you what, this is, one CIO described this very simply to me a few weeks ago that I, and she said, I have 3000 applications, okay. I wanna be prepared for a black Swan event, except it's not a nine 11 planes getting the, the buildings. >>It is an extortion event. And I want to know when that happens, which of my 3000 apps I recover within one hour within one day within one week, no later than one month. Okay. And I don't wanna pay the bad guys at penny. That's what we do. So that's security discussions. We didn't have that discussion in 2004 when I was at another company, because we were talking about flood floods and earthquakes as a disaster recovery. Now you have a lot more security opportunity to be able to describe that. And that's a boardroom discussion. She needs to have that >>Digital risk. O O okay, go ahead please. I >>Was just gonna say, ransomware attack happens every what? One, every 11, 9, 11 seconds. >>And the dollar amount are going up, you know, dollar are going up. Yep. >>And, and when you pay the ransom, you don't always get your data back. So you that's not. >>And listen, there's always an ethical component. Should you do it or not do it? If you, if you don't do it and you're threatened, they may have left an Easter egg there. Listen, I, I feel very fortunate that I've been doing a lot in security, right? I mean, I built the business at, at, at VMware. We got it to over a billion I'm on the board of sneak. I've been doing security and then at SAP ran. So I know a lot about security. So what we do in security and the ecosystem that supports us in security, we will have a very carefully crafted stay tuned. Next three weeks months, you'll see us really rolling out a very kind of disciplined aspect, but we're not gonna pivot this company and become a cyber security company. Some others in our space have done that. I think that's not who we are. We are a data management and a data security company. We're not just a pure security company. We're doing both. And we do it well, intelligently, thoughtfully security is gonna be built into our platform, not voted on. Okay. And there'll be certain security things that we do organically. There's gonna be a lot that we do through partnerships, this >>Security market that's coming to you. You don't have to go claim that you're now a security vendor, right? The market very naturally saying, wow, a comprehensive security strategy has to incorporate a data protection strategy and a recovery, you know, and the things that we've talking about Mount ransomware, I want to ask you, you I've been around a long time, longer than you actually Sanjay. So, but you you've, you've seen a lot. You look, >>Thank you. That's all good. Oh, >>Shucks. So the market, I've never seen a market like this, right? I okay. After the.com crash, we said, and I know you can't talk about IPO. That's not what I'm talking about, but everything was bad after that. Right. 2008, 2000, everything was bad. I've never seen a market. That's half full, half empty, you know, snowflake beats and raises the stock, goes through the roof. Dev if it, if the area announced today, Mongo, DB, beat and Ray, that things getting crushed and, and after market never seen anything like this. It's so fed, driven and, and hard to protect. And, and of course, I know it's a marathon, you know, it's not a sprint, but have you ever seen anything like this? >>Listen, I walk worked through 18 quarters as COO of VMware. You've seen where I've seen public quarters there and you know, was very fortunate. Thanks to the team. I don't think I missed my numbers in 18 quarters except maybe once close. But we, it was, it's tough. Being a public company of the company is tough. I did that also at SAP. So the journey from 10 to 20 billion at SAP, the journey from six to 12 at VMware, that I was able to be fortunate. It's humbling because you, you really, you know, we used to have this, we do the earnings call and then we kind of ask ourselves, what, what do you think the stock price was gonna be a day and a half later? And we'd all take bets as to where this, I think you just basically, as a, as a sea level executive, you try to build a culture of beaten, raise, beaten, raise, beaten, raise, and you wanna set expectations in a way that you're not setting them up for failure. >>And you know, it's you, there's, Dave's a wonderful CEO as is Frank Salman. So it's hard for me to dissect. And sometimes the market are fickle on some small piece of it. But I think also the, when I, I encourage people say, take the long term view. When you take the long term view, you're not bothered about the ups and downs. If you're building a great company over the length of time, now it will be very clear over the arc of many, many quarters that you're business is trouble. If you're starting to see a decay in growth. And like, for example, when you start to see a growth, start to decay significantly by five, 10 percentage points, okay, there's something macro going on at this company. And that's what you won't avoid. But these, you know, ups and downs, my view is like, if you've got both Mongo D and snowflake are fantastic companies, they're CEOs of people I respect. They've actually kind of an, a, you know, advisor to us as a company, you knows moat very well. So we respect him, respect Frank, and you, there have been other quarters where Frank's, you know, the Snowflake's had a down result after that. So you build a long term and they are on the right side of history, snowflake, and both of them in terms of being a modern cloud relevant in the case of MongoDB, open source, two data technology, that's, you know, winning, I, I, we would like to be like them one day >>As, as the new CEO of cohesive, what are you most ask? What are you most anxious about and what are you most excited about? >>I think, listen, you know, you know, everything starts with the employee. You, I always believe I wrote my first memo to all employees. There was an article in Harvard business review called service profit chains that had a seminal impact on my leadership, which is when they studied companies who had been consistently profitable over a long period of time. They found that not just did those companies serve their customers well, but behind happy engaged customers were happy, engaged employees. So I always believe you start with the employee and you ensure that they're engaged, not just recruiting new employees. You know, I put on a tweet today, we're hiring reps and engineers. That's okay. But retaining. So I wanna start with ensuring that everybody, sometimes we have to make some unfortunate decisions with employees. We've, we've got a part company with, but if we can keep the best and brightest retained first, then of course, you know, recruiting machine, I'm trying to recruit the best and brightest to this company, people all over the place. >>I want to get them here. It's been, so I mean, heartwarming to come Tom world and just see people from all walks, kind of giving me hugs. I feel incredibly blessed. And then, you know, after employees, it's customers and partners, I feel like the tech is in really good hands. I don't have to worry about that. Cuz Mo it's in charge. He's got this thing. I can go to bed knowing that he's gonna keep innovating the future. Maybe in some of the companies I've worried about the tech innovation piece, but most doing a great job there. I can kind of leave that in his cap of hands, but employees, customers, partners, that's kind of what I'm focused on. None of them are for me, like a keep up at night, but there are are opportunities, right? And sometimes there's somebody you're trying to salvage to make sure or somebody you're trying to convince to join. >>But you know, customers, I love pursuing customers. I love the win. I hate to lose. So fortune 1000 global, 2000 companies, small companies, big companies, I wanna win every one of them. And it's not, it's not like, I mean, I know all these CEOs in my competitors. I texted him the day I joined and said, listen, I'll compete, honorably, whatever have you, but it's like Kobe and LeBron Kobe's passed away now. So maybe it's Steph Curry. LeBron, whoever your favorite athlete is you put your best on the court and you win. And that's how I am. That's nothing I've known no other gear than to put my best on the court and win, but do it honorably. It should not be the one that you're doing it. Unethically. You're doing it personally. You're not calling people's names. You're competing honorably. And when you win the team celebrates, it's not a victory for me. It's a victory for the team. >>I always think I'm glad that you brought up the employee experience and we're almost out of time, but I always think the employee experience and the customer experience are inextricably linked. This employees have to be empowered. They have to have the data that they need to do their job so that they can deliver to the customer. You can't do one without the other. >>That's so true. I mean, I, it's my belief. And I've talked also on this show and others about servant leadership. You know, one of my favorite poems is Brenda Naor. I went to bed in life. I dreamt that life was joy. I woke up and realized life was service. I acted in service was joy. So when you have a leadership model, which is it's about, I mean, there's lots of layers between me and the individual contributor, but I really care about that sales rep and the engineer. That's the leaf level of the organization. What can I get obstacle outta their way? I love skipping levels of going right. That sales rep let's go and crack this deal. You know? So you have that mindset. Yeah. I mean, you, you empower, you invert the pyramid and you realize the power is at the leaf level of an organization. >>So that's what I'm trying to do. It's a little easier to do it with 2000 people than I dunno, either 20, 20, 2000 people or 35,000 reported me at VMware. And I mean a similar number at SAP, which was even bigger, but you can shape this. Now we are, we're not a startup anymore. We're a midsize company. We'll see. Maybe along the way, there's an IP on the path. We'll wait for that. When it comes, it's a milestone. It's not the destination. So we do that and we are, we, I told people we are gonna build this green company. Cohesive is gonna be a great company like VMware one day, like Amazon. And there's always a day of early beginnings, but we have to work harder. This is kind of like the, you know, eight year old version of your kid, as opposed to the 18 year old version of the kid. And you gotta work a little harder. So I love it. Yeah. >>Good luck. Awesome. Thank you. Best of luck. Congratulations. On the role, it sounds like there's a tremendous amount of adrenaline, a momentum carrying you forward Sanjay. We always appreciate having you. Thank >>You for having in your show. >>Thank you. Our pleasure, Lisa. Thank you for Sanja poin and Dave ante. I'm Lisa Martin. You're watching the cube live from VMware Explorer, 2022, stick around our next guest. Join us momentarily.

Published Date : Sep 1 2022

SUMMARY :

Valante good to be sitting next to you, sir. And we're very excited to be welcoming buck. It's great to meet with you all the time and the new sort of setting here, We've been in north. I mean, it's also good to be back with live shows with absolutely, you know, after sort of the two or three or hiatus. You wrote a great blog that you are identified. And you know, one of the senior Google executives was on my board. So you know, a little bit about how to work with, with VMware. And you know, even Chuck Robbins, who the CEO of I think, you know, sort of the narrative I talked about in that blog is And I think that's why you need a Switzerland type player in this space to And I think, you know, what we have to do is make sure while we'll be optimized, our preferred cloud is AWS. stack into each cloud region and each cloud, which gives you latency advantages and other advantages And then bringing it, tying it together with a unified, you know, interface. Quite a bit in that session, he went deep with you. Mean, with Mohi, when you get a guy who developed a Google file system, you know, who can technically Go. I, I thought you did a great job in that interview because you probed him pretty deep. So you say data management is ripe for disrupt disruption. And I think you really need scale out architectures. the advantage of snowflake is when you took that same concept data, warehousing is not a new concept it's existed from since And I see you guys following a similar pattern. So yeah, I think the way to think about the Tam is, I mean, people say it's 20, 30 billion, but let me tell you how you can piece it apart You know, the same way you did antivirus some kind of XDR And I want to know when that happens, which of my 3000 apps I I Was just gonna say, ransomware attack happens every what? And the dollar amount are going up, you know, dollar are going up. And, and when you pay the ransom, you don't always get your data back. I mean, I built the business at, at, at VMware. protection strategy and a recovery, you know, and the things that we've talking about Mount ransomware, Thank you. And, and of course, I know it's a marathon, you know, it's not a sprint, I think you just basically, as a, as a sea level executive, you try to build a culture of And you know, it's you, there's, Dave's a wonderful CEO as is Frank Salman. I think, listen, you know, you know, everything starts with the employee. And then, you know, And when you win the team celebrates, I always think I'm glad that you brought up the employee experience and we're almost out of time, but I always think the employee experience and the customer So when you have a leadership model, which is it's about, I mean, This is kind of like the, you know, eight year old version of your kid, as opposed to the 18 year old version of a momentum carrying you forward Sanjay. Thank you.

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Sanjay Poonen | VMware Explore 2022


 

>>Good afternoon, everyone. And welcome back to the Cube's day two coverage of VMware Explorer, 2022 live from San Francisco. Lisa Martin, here with Dave. Valante good to be sitting next to you, sir. >>Yeah, the big >>Set and we're very excited to be welcoming back. One of our esteemed alumni Sanja poin joins us, the CEO and president of cohesive. Nice to see >>You. Thank you, Lisa. Thank you, Dave. It's great to meet with you all the time and the new sort of setting here, but >>First time we've been in west, is that right? We've been in north. We've been in south. We've been in Las Vegas, right. But west >>Nice. Well, I mean, it's also good to be back with live shows with absolutely, you know, after sort of the two or three or high. And it was a hard time for the whole world, but I'm kind of driving a little bit of adrenaline just being here with people. So >>You've also got some adrenaline, sorry, Dave. Yeah, you're good because you are new in the role at cohesive. You wrote a great blog that you are identified. The four reasons I came to cohesive. Tell the audience, just give 'em a little bit of a teaser about that. >>Yeah, I think you should all read it. You can Google and, and Google find that article. I talked about the people Mohi is a fantastic founder. You know, he was the, you know, the architect of the Google file system. And you know, one of the senior Google executives who was on my board, bill Corrin said one of the smartest engineers. He was the true father of hyperconverge infrastructure. A lot of the code of Nutanix. He wrote, I consider him really the father of that technology, which brought computer storage. And when he took that same idea of bringing compute to secondary storage, which is really what made the scale out architect unique. And we were at your super cloud event talking about that, Dave. Yeah. Right. So it's a people I really got to respect his smarts, his integrity and the genius, what he is done. >>I think the customer base, I called a couple of customers. One of them, a fortune 100 customer. I, I can't tell you who it was, but a very important customer. I've known him. He said, I haven't seen tech like this since VMware, 20 years ago, Amazon 10 years ago. And now COER so that's special league. We're winning very much in the enterprise and that type of segment, the partners, you know, we have HPE, Cisco as investors, Amazon's an investors. So, you know, and then finally the opportunity, I think this whole area of data management and data security now with threats, like ransomware big opportunity. >>Sure. Okay. So when you were number two at VMware, you would come on and say, we'd love all our partners and of course, okay. So you know, a little bit about how to work with, with VMware. So, so when you now think about the partnership between cohesive and VMware, what are the things that you're gonna stress to your constituents on the VMware side to convince them that Hey, partnering with cohesive is gonna gonna drive more value for customers, you know, put your thumb on the scale a little bit. You know, you gotta, you gotta unfair advantage somewhat, but you should use it. So what's the narrative gonna be like? >>Yeah. I think listen with VMware and Amazon, that probably their top two partners, Dave, you know, like one of the first calls I made was to Raghu and he knew about this decision before. That's the level of trust I have in him. I even called Michael Dell, you know, before I made the decision, there's a little bit of an overlap with Dell, but it's really small compared to the overlap, the potential with Dell hardware that we could compliment. And then I called four CEOs. I was, as I was making this decision, Andy Jassy at Amazon, he was formerly AWS CEO sat Nadela at Microsoft Thomas cor at Google and Arvin Christian at IBM to say, I'm thinking about this making decision. They are many of the mentors and friends to me. So I believe in an ecosystem. And you know, even Chuck Robbins, who the CEO of Cisco is an investor, I texted him and said, Hey, finally, we can be friends. >>It was harder to us to be friends with Cisco, given the overlap of NEX. So I have a big tent towards everybody in our ecosystem with VMware. I think the simple answer is there's no overlap okay. With, with the kind of the primary storage capabilities with VSAN. And by the same thing with Nutanix, we will be friends and, and extend that to be the best data protection solution. But given also what we could do with security, I think this is gonna go a lot further. And then it's all about meet in the field. We have common partners. I think, you know, sort of the narrative I talked about in that blog is just like snowflake was replacing Terada and ServiceNow replace remedy and CrowdStrike, replacing Symantec, we're replacing legacy vendors. We are viewed as the modern solution cloud optimized for private and public cloud. We can help you and make VMware and VSAN and VCF very relevant to that part of the data management and data security continuum, which I think could enhance VMware. And by the way, the same thing into the public cloud. So most of the places where we're being successful is clearly withs, but increasingly there's this discussion also about playing into the cloud. So I think both with VMware and Amazon, and of course the other partners in the hyperscaler service, storage, networking place and security, we have some big plans. >>How, how much do you see this? How do you see this multi-cloud narrative that we're hearing here from, from VMware evolving? How much of an opportunity is it? How are customers, you know, we heard about cloud chaos yesterday at the keynote, are customers, do they, do they admit that there's cloud chaos? Some probably do some probably don't how much of an opportunity is that for cohesive, >>It's tremendous opportunity. And I think that's why you need a Switzerland type player in this space to be successful. And you know, and you can't explicitly rule out the fact that the big guys get into this space, but I think it's, if you're gonna back up office 365 or what they call now, Microsoft 365 into AWS or Google workspace into Azure or Salesforce into one of those clouds, you need a Switzerland player it's gonna be out. And in many cases, if you're gonna back up data or you protect that data into AWS banks need a second copy of that either on premise or Azure. So it's very hard, even if they have their own native data protection for them to be dual cloud. So I think a multi-cloud story and the fact that there's at least three big vendors of cloud in, in the us, you know, one in China, if include Alibaba creates a Switzerland opportunity for us, that could be fairly big. >>And I think, you know, what we have to do is make sure while we'll be optimized, our preferred cloud is AWS. Our control plane runs there. We can't take an all in AWS stack with the control plane and the data planes at AWS to Walmart. So what I've explained to both Microsoft and AWS is that data plane will need to be multicloud. So I can go to an a Walmart and say, I can back up your data into Azure if you choose to, but the control, plane's still gonna be an AWS, same thing with Google. Maybe they have another account. That's very Google centric. So that's how we're gonna play the, the control plane will be in AWS. We'll optimize it there, but the data plane will be multi-cloud. >>Yeah. And that's what Mo had explained at Supercloud. You know, and I talked to, he really helped me hone in on the deployment models. Yes. Where, where, where the cohesive deployment model is instantiating that technology stack into each cloud region and each cloud, which gives you latency advantages and other advantages >>And single code based same platform, >>And then bringing it, tying it together with a unified, you know, interface. That was he, he was, he was key. In fact, I, I wrote about it recently and, and gave him and the other 20, >>Quite a bit in that session. Yeah. So he went deep with you. I >>Mean, with Mohi, when you get a guy who developed a Google file system, you know, who can technically say, okay, this is technically correct or no, Dave, your way off be so I that's why I had to >>Go. I, I thought you did a great job in that interview because you probed him pretty deep and I'm glad we could do that together with him next time. Well, maybe do that together here too, but it was really helpful. He's the, he's the, he's the key reason I'm here. >>So you say data management is ripe for disrupt disruption. Talk about that. You talked about this Switzerland effect. That sounds to me like a massive differentiator for cohesive. Why is data management right. For disruption and why is cohesive the right partner to do it? >>Yeah, I think, listen, everyone in this sort of data protection backup from years ago have been saying the S Switzerland argument 18 years ago, I was a at Veras an executive there. We used the Switzerland argument, but what's changed is the cloud. And what's changed as a threat vector in security. That's, what's changed. And in that the proposition of a, a Switzerland player has just become more magnified because you didn't have a sales force or Workday service now then, but now you do, you didn't have multi-cloud. You had hardware vendors, you know, Dell, HPE sun at the time. IBM, it's now Lenovo. So that heterogeneity of, of on-premise service, storage, networking, HyperCloud, and, and the apps world has gotten more and more diverse. And I think you really need scale out architectures. Every one of the legacy players were not built with scale out architectures. >>If you take that fundamental notion of bringing compute to storage, you could almost paralyze. Imagine you could paralyze backup recovery and bring so much scale and speed that, and that's what Mo invented. So he took that idea of how he had invented and built Nutanix and applied that to secondary storage. So now everything gets faster and cheaper at scale. And that's a disruptive technology ally. What snowflake did to ator? I mean, the advantage of snowflake is when you took that same concept data, warehousing is not a new concept it's existed from since Ralph Kimble and bill Inman and the people who are fathers of data warehousing, they took that to Webscale. And in that came a disruptive force toter data, right? And snowflake. And then of course now data bricks and big query, similar things. So we're doing the same thing. We just have to showcase the customers, which we do. And when large customers see that they're replacing the legacy solutions, I have a lot of respect for legacy solutions, but at some point in time of a solution was invented in 1995 or 2000, 2005. It's right. For change. >>So you use snowflake as an example, Frank sluman doesn't like when I say playbook, cuz I says, Dave, I'm a situational. See you no playbook, but there are patterns here. And one of the things he did is to your point go after, you know, Terra data with a better data warehouse, simplify scale, et cetera. And now he's, he's a constructing a Tam expansion strategy, same way he did at ServiceNow. And I, you guys following a similar pattern. Okay. You get your foot in the door. Let's face it. I mean, a lot of this started with, you know, just straight back. Okay, great. Now it's extending into data management now extending to multi-cloud that's like concentric circles in a Tam expansion strategy. How, how do as, as a CEO, that's part of your job is Tam expansion. >>So yeah, I think the way to think about the Tam is, I mean, people say it's 20, 30 billion, but let me tell you how you can piece it apart in size, Dave and Lisa number one, I estimate there's probably about 10 to 20 exabytes of data managed by these legacy players of on-prem stores that they back up to. Okay. So you add them all up in the market shares that they respectively are. And by the way, at the peak, the biggest of these companies got to 2 billion and then shrunk. That was Verto when I was there in 2004, 2 billion, every one of them is small and they stopped growing. You look at the IDC charts. Many of them are shrinking. We are the fastest growing in the last two years, but I estimate there's about 20 exabytes of data that collectively among the legacy players, that's either gonna stay on prem or move to the cloud. Okay. So the opportunity as they replace one of those legacy tools with us is first off to manage that 20 X bike cheaper, faster with the Webscale, a glass or for the cloud guys, we could tip that into the cloud. Okay. >>But you can't stop there. >>Okay. No, we are not doing just back recovery. Right. We have a platform that can do files. We can do test dev analytics and now security. Okay. That data is potentially at a risk, not so much in the past, but for ransomware, right? How do we classify that? How do we govern that data? How do we run potential? You know, the same way you did antivirus some kind of XDR algorithms on the data to potentially not just catch the recovery process, which is after fact, but maybe the predictive act of before to know, Hey, there's somebody loitering around this data. So if I'm basically managing in the exabytes of data and I can proactively tell you what, this is, one CIO described this very simply to me a few weeks ago that I, and she said, I have 3000 applications, okay. I wanna be prepared for a black Swan event, except it's not a nine 11 planes hitting the, the buildings. >>It is an extortion event. And I want to know when that happens, which of my 3000 apps I recover within one hour within one day within one week, no lay than one month. Okay. And I don't wanna pay the bad guys of penny. That's what we do. So that's security discussions. We didn't have that discussion in 2004 when I was at another company, because we were talking about flood floods and earthquakes as a disaster recovery. Now you have a lot more security opportunity to be able to describe that. And that's a boardroom discussion. She needs to have that >>Digital risk. O O okay, go ahead please. I >>Was just gonna say, ransomware attack happens every what? One, every 11, 9, 11 seconds. >>And the dollar amount are going up, you know, dollar of what? >>Yep. And, and when you pay the ransom, you don't always get your data back. So you that's >>Not. And listen, there's always an ethical component. Should you do it or not do it? If you, if you don't do it and you're threatened, they may have left an Easter egg there. Listen, I, I feel very fortunate that I've been doing a lot in security, right? I mean, I built the business at, at, at VMware. We got it to over a billion I'm on the board of sneak. I've been doing security and then at SAP ran. So I know a lot about security. So what we do in security and the ecosystem that supports us in security, we will have a very carefully crafted stay tuned. Next three weeks months, you'll see us really rolling out a very kind of disciplined aspect, but we're not gonna pivot this company and become a cyber security company. Some others in our space have done that. I think that's not who we are. We are a data management and a data security company. We're not just a pure security company. We're doing both. And we do it well, intelligently, thoughtfully security is gonna be built into our platform, not bolted on, okay. And there'll be certain security things that we do organically. There's gonna be a lot that we do through partnerships, >>This security market that's coming to you. You don't have to go claim that you're now a security vendor, right? The market very naturally saying, wow, a comprehensive security strategy has to incorporate a data protection strategy and a recovery, you know, and the things we've talking about, Mount ransomware, I want to ask you, you know, I've been around a long time, longer than you actually Sanjay. So, but you you've, you've seen a lot. You look incredibly, >>Thank you. That's all good. Oh, >>Shocks. So the market, I've never seen a market like this, right? I okay. After the.com crash, we said, and I know you can't talk about IPO. That's not what I'm talking about, but everything was bad after that. Right. 2008, 2000, everything was bad. I've never seen a market. That's half full, half empty, you know, snowflake beats and raises the stock, goes through the roof. Dev if it, the area announced today, Mongo, DB, beat and Ray, that things getting crushed. And, and after market never seen anything like this. It's so fed, driven and, and hard to protect. And, and of course, I know it's a marathon, you know, it's not a sprint, but have you ever seen anything like this? >>Listen, I walk worked through 18 quarters as COO of VMware. You seen, I've seen public quarters there and you know, was very fortunate. Thanks to the team. I don't think I missed my numbers in 18 quarters except maybe once close. But we, it was, it's tough. Being a public company. Officer of the company is tough. I did that also at SAP. So the journey from 10 to 20 billion at SAP, the journey from six to 12 at VMware, that I was able to be fortunate. It's humbling because you, you really, you know, we used to have this, we do the earnings call and then we kind of ask ourselves, what, what do you think the stock price was gonna be a day and a half later? And we'd all take bets as to wear this. I think you just basically, as a, as a sea level executive, you try to build a culture of beaten, raise, beaten, raise, beaten, raise, and you wanna set expectations in a way that you're not setting them up for failure. >>And you know, it's you, there's, Dave's a wonderful CEO as is Frank movement. So it's hard for me to dissect. And sometimes the market are fickle on some small piece of it. But I think also the, when I, I encourage people say, take the long term view. When you take the long term view, you're not bothered about the ups and downs. If you're building a great company over the length of time, now it will be very clear over the arc of many, many quarters that you're business is trouble. If you're starting to see a decay in growth. And like, for example, when you start to see a growth, start to decay significantly by five, 10 percentage points, okay, there's something macro going on at this company. And that's what you won't avoid. But these, you know, ups and downs, my view is like, if you've got both Mongo, DIA and snowflake are fantastic companies, they're CEOs of people I respect. They've actually a kind of an, a, you know, advisor to us as a company, you knows mot very well. So we respect him, respect Frank, and you, there have been other quarters where Frank's, you know, the snowflakes had a down result after that. So you build a long term and they are on the right side of history, snowflake, and both of them in terms of being a modern cloud relevant in the case of MongoDB open source to data technology, that's, you know, winning, I, we would like to be like them one day >>As, as the new CEO of cohesive, what are you most, what are you most anxious about? And what are you most excited about? >>I think, listen, you know, you know, everything starts with the employee. You, I always believe I wrote my first memo to all employees. There was an article in Harvard business review called service profit chains that had a seminal impact on my leadership, which is when they studied companies who had been consistently profitable over a long period of time. They found that not just did those companies serve their customers well, but behind happy engaged customers were happy, engaged employees. So I always believe you start with the employee and you ensure that they're engaged, not just recruiting new employees. You know, I put on a tweet today, we're hiring reps and engineers. That's okay. But retaining. So I wanna start with ensuring that everybody, sometimes we have to make some unfortunate decisions with employees. We've, we've got a part company with, but if we can keep the best and brightest retained first, then of course, you know, recruiting machine, I'm trying to recruit the best and brightest to this company, people all over the place. >>I want to get them here. It's been, so I mean, heartwarming to come to world and just see people from all walks, kind of giving me hugs. I feel incredibly blessed. And then, you know, after employees, it's customers and partners, I feel like the tech is in really good hands. I don't have to worry about that. Cuz Mo it's in charge. He's got this thing. I can go to bed knowing that he's gonna keep innovating the future. Maybe in some of the companies, I would worried about the tech innovation piece, but most doing a great job there. I can kind of leave that in his cap of hands, but employees, customers, partners, that's kind of what I'm focused on. None of them are for me, like a keep up at night, but they're are opportunities, right? And sometimes there's somebody you're trying to salvage to make sure or somebody you're trying to convince to join. >>But you know, customers, I love pursuing customers. I love the win. I hate to lose. So fortune 1000 global, 2000 companies, small companies, big companies, I wanna win every one of 'em and it's not, it's not like, I mean, I know all these CEOs in my competitors. I texted him the day I joined and said, listen, I'll compete, honorably, whatever have you, but it's like Kobe and LeBron Kobe's passed away now. So maybe it's step Curry. LeBron, whoever your favorite athlete is you put your best on the court and you win. And that's how I am. That's nothing I've known no other gear than to put my best on the court and win, but do it honorably. It should not be the one that you're doing it. Unethically. You're doing it personally. You're not calling people's names. You're competing honorably. And when you win the team celebrates, it's not a victory for me, it's a victory for the team. >>I always think I'm glad that you brought out the employee experience and we're almost out of time, but I always think the employee experience and the customer experience are inextricably linked. This employees have to be empowered. They have to have the data that they need to do their job so that they can deliver to the customer. You can't do one without the other. >>That's so true. I mean, I, it's my belief. And I've talked also on this show and others about servant leadership. You know, one of my favorite poems is Brenda NA Tago. I went to bed in life. I dreamt that life was joy. I woke up and realized life was service. I acted in service was joy. So when you have a leadership model, which is it's about, I mean, there's lots of layers between me and the individual contributor, but I really care about that sales rep and the engineer. That's the leaf level of the organization. What can I get obstacle outta their way? I love skipping levels and going write that sales rep let's go and crack this deal. You know? So you have that mindset. Yeah. I mean, you, you empower, you invert the pyramid and you realize the power is at the leaf level of an organization. >>So that's what I'm trying to do. It's a little easier to do it with 2000 people than I dunno, either 20, 20, 2000 people or 35,000 reported me at VMware. And I mean a similar number at SAP, which was even bigger, but you can shape this. Now we are, we're not a startup anymore. We're a mid-size company. We'll see. Maybe along the way, there's an IP on the path. We'll wait for that. When it comes, it's a milestone. It's not the destination. So we do that and we are, we, I told people we are gonna build this green company. Cohesive is gonna be a great company like VMware one day, like Amazon. And there's always a day of early beginnings, but we have to work harder. This is kind of like the, you know, eight year old version of your kid, as opposed to the 18 year old version of the kid. And you gotta work a little harder. So I love it. Yeah. >>Good luck. Awesome. Thank you too. Best of luck. Congratulations on the role, it sounds like there's a tremendous amount of adrenaline, a momentum carrying you forward Sanja. We always appreciate having thank >>You for having in your show. >>Thank you. Our pleasure, Lisa. Thank you for Sanjay poin and Dave ante. I'm Lisa Martin. You're watching the cube live from VMware Explorer, 2022, stick around our next guest. Join us momentarily.

Published Date : Aug 31 2022

SUMMARY :

Valante good to be sitting next to you, sir. the CEO and president of cohesive. It's great to meet with you all the time and the new sort of setting here, We've been in north. And it was a hard time for the whole world, but I'm kind of driving a little bit of adrenaline just being You wrote a great blog that you are identified. And you know, one of the senior Google executives who was on my board, We're winning very much in the enterprise and that type of segment, the partners, you know, we have HPE, So you know, a little bit about how to work with, with VMware. And you know, even Chuck Robbins, who the CEO of I think, you know, sort of the narrative I talked about in that blog is and the fact that there's at least three big vendors of cloud in, in the us, you know, And I think, you know, what we have to do is make sure while we'll be optimized, our preferred cloud is AWS. stack into each cloud region and each cloud, which gives you latency advantages and other advantages And then bringing it, tying it together with a unified, you know, interface. So he went deep with you. Go. I, I thought you did a great job in that interview because you probed him pretty deep and I'm glad we could do that together with him So you say data management is ripe for disrupt disruption. And I think you really need scale out architectures. the advantage of snowflake is when you took that same concept data, warehousing is not a new concept it's existed from since I mean, a lot of this started with, you know, So yeah, I think the way to think about the Tam is, I mean, people say it's 20, 30 billion, but let me tell you how you can piece it apart You know, the same way you did antivirus some kind of XDR And I want to know when that happens, which of my 3000 apps I I Was just gonna say, ransomware attack happens every what? So you that's I mean, I built the business at, at, at VMware. a data protection strategy and a recovery, you know, and the things we've talking about, Mount ransomware, That's all good. And, and of course, I know it's a marathon, you know, it's not a sprint, I think you just basically, as a, as a sea level executive, you try to build a culture of And you know, it's you, there's, Dave's a wonderful CEO as is Frank movement. I think, listen, you know, you know, everything starts with the employee. And then, you know, And when you win the team celebrates, I always think I'm glad that you brought out the employee experience and we're almost out of time, but I always think the employee experience and the customer So when you have a leadership model, which is it's about, I mean, This is kind of like the, you know, eight year old version of your kid, as opposed to the 18 year old version of a momentum carrying you forward Sanja. Thank you.

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Jason McGee, IBM | IBM Think 2019


 

>> Live from San Francisco. It's the cube covering IBM thing twenty nineteen brought to you by IBM. >> Welcome back to the Cube here in Mosconi North at IBM. Think twenty nineteen. I'm stupid. And my CLO host for the segment is Day Volante. We have four days, a water wall. Coverage of this big show happened. Welcome back to the program. Jason McGee, who is an IBM fellow, and he's the vice president. CTO of Cloud Platform at IBM. Jason, Great to see a >> guy to have fair. >> All right, So, Jason, we spoke with you at Que Con Way. We're saying it's a slightly different audience. A little bit bigger here. Not as many hoodies and jeans and T shirts a little bit more of a business crowd were still talking about clouds. So let's talk about your kind of your role here at the show. What's gonna keep you busy all week? >> S o? I mean, obviously, cloud is a huge part of what's going on. I think talking a lot about both public and private, about hybrid and some are multi called management capabilities. You know, my role as the leader called Platform. I'm talking a lot about platform as a service and communities and containers in the studio and kind of all the new technologies that people are using to help build the next generation of applications. >> All right, so we've had a few interviews today already talk about some of the multi cloud pieces. We had Sandberg on alien talk about eternity. So first you're gonna help correct the things that he got >> anything. Gang >> and service measures have been a really hot conversation the last year or so SDO envoy and the like t talk to us about where IBM fits into this discussion of service meshes. >> Yeah, so you know, I think >> we've been on this kind of journey as an industry of last year's to build anew at platform on DH service meshes kind of fit the part of the problem, which is, How does everything talk to each other and how to actually control that and get visibility into it? You know, IBM has had a founding role in that project. My team at IBM and Google got together with the guys, a lift to create it. Theo, what I'm most excited about, I think a twenty nineteen is that's that technology is really transitioning into something people are using in production and their applications. It's becoming more of kind of the default stack that people are using Really helping them do security invisibility control over their applications? >> Yeah. What? One thing that I heard just from the community and wonder if you could tell me is, you know, is dio itself. The governance model is still not fully into CNC s. Yeah, I heard a little bit, hasn't he? On some envoy? Of course. Out there in the like. So, you know, where are we? What needs to happen to kind of >> move forward? Yeah, you're right. So we're not there quite yet. We're pushing hard to make that happen. Certainly. From an IBM perspective, we absolutely believe that CNC F is the right home for Osteo as you mentioned some of the pieces like Envoy or they're ready. You know, C N c f has done such a tremendous job over the last eighteen months. Really rallying all the core technologies that make up this new coordinate A platform that we're building on costo is no out there's one. Oh, it's been sure people are using it. You know, that last step needs to happen to get into the community. >> So I have to ask you So things move so fast in this world, you go back to the open stack days, and that was going to change the world. And then Dakar Containers. And then Cooper netease, usto I can't help but thinking, Okay, This isn't the end of the line. What's Jason? What's the underlying trend here that's going on in the coding world? Yeah, sure. I'll put it in, maybe in >> my own lens. Given my history, you nominal WebSphere app server guy. You know that in the first half of my career I built that Andi, >> I think the fundamental >> problem solving is actually exactly the same. It's like, how do you build a platform that's app developers focus on building their APS, and I'll focus on all the plumbing and the infrastructure for running those aps. We did that twenty years ago in Java with APP servers, and we're doing it now with cloud, and we're doing it on top of containers. Things like usto like, while they're important in their own right there really actually Mohr important because they're just part of this bigger puzzle that we're putting together. And I think for the average suffer developer, they shouldn't really have to care about. What part of this deal will part is is Cuban eighties. And which part is K native like all that needs to come together into a single platform that they can use to build their APS and run them security. Right? And and I think it's Seo is just recognizing that next piece. You know, I think we've all agreed on containers and communities. We all talk about it all the time, and it's tio Is that next layer I catalyze securing >> control things. Yeah. So you teed it up nicely because we want out. Developers just be able to worry about the application. So you mentioned K native. The whole server list trend is one where you know the idea, of course, is I shouldn't have to worry about the infrastructure layer it just be taking care of me. We've talked about it for pass for a number of years. There are various ways to do it. So at, uh, Cube Colin and we've been looking for about the last year. Now you know, Where does you No, Crew, Burnett, ease and surveillance. How do they fit together? And K Native looks to be a pieces. Toe bridge. Some of those barrels? Absolutely. Where are we and what? What? What's? What's IBM doing there? >> So I think >> you rightly say that they should fit together like they're all part of this continuum of how developers build APS. And, you know, if you look at server, less applications, you know, there's the servos to mention I'm personally not a big service terminology fan. I think they're Maura about event oriented computing. And how do you have a good model for event oriented systems today? With Cuba Netease, anise Teo, I think we've built the base platform, I think, with a native what we're doing is bringing server lists and also just kind of twelve factor applications into the fold in a more formal way on when we get all those pieces together and we integrate them. I think then developers really unleashed to just build their application, whatever way it makes the most sense for what they're doing. And some things like server lists of Anna Marie. And it's going to be easier. And some problems. Straight containers will be an easier way to do >> it. You know, you say you don't like survivalists you like event better a function. So so explain that to the audience, like Why? Why should we care? And why is that different? How is that different? Yeah, I think, for >> a couple things. First off, the idea of server lists applies much more broadly than just what we think of this kind of function based program. You know, like any system that does a good job of managing and masking the infrastructure below me, you could consider a surveillance system, right? So when you just say server Lis, it's kind of like secondhand for functions. I'd rather we just kind of say, functions because that's actually a different programming model where you kind of trigger off of events and you write a functional piece of code and the system takes care of those details. You could argue that caught foundries, a server list system in the sense that you just as a developer anyway, you just see if push your code and it just runs and its scales and it does whatever you need, right? So part of my mission, you know, part of what I look at a lot is how do we bring all these things together in a way that is easy for the developer to stay focused. It steals a great example. You know, one of things were announcing this week is managed osteo support as part of our community service. What does that really mean? It means the developer can use the capability Viste without worrying about How do I install in Rennes D'oh, which they don't really care about? They just really care about how they get value out of its capability. >> Yeah, that's one of the things that having watched all these crew Benetti system and the like is how many companies really need to understand how to build this and run that because can I just get it delivered to me as a service? And therefore that you know that whole you know what I want out of cloud? I want a simple model to be able to consume, Not necessarily. I want to build the stuff that's important to me and not the rest of you. >> And I think if you look at the industry, there's really, I think, kind of two dominant consumption models that have actually emerged for people really using these things, there's public cloud platforms you're delivering things as a service. And then there's kind of platform software stacks like open shifts like I've been called private, which take all of these pieces and bring them together. And I think for most developers, they'll consume in one of those two ways because they don't really want the task of how to assemble all these pieces together. >> Tio, go back to the service piece like what? One distinction I heard made is okay. If I can really scale it down to zero, if I don't need to make it, then that can be serve a list. But there there's alternatives coming out there like what K native has. If I want to run this in my own environment, it's not turbulence because I do need toe. It might be functions, but I need to manage this environment. The infrastructure is my responsibility, not some >> service provider, right? And I think if you'll get server list to me, I was personally, I always think of it in kind of two scenarios. There's like surveillance as ah program remodel in a technology and surveillance as a business model, right? As a consumption model for payment. I think this programming model parts applicable in lots of cases, including private clouds. And in Custer, the business model parties, I think, frankly, unique to public. I'll thing that says I can just pay for the milliseconds of CPU, Compute that amusing and nothing more. >> That's a good thing for consumers. For >> the consumer, it's actually good thing for cloud providers because it gives us a way Tio reuse our infrastructure and creative ways, Right? But I think first and foremost, we have to get Mohr adoption of it as a programming model that developers used to build their applications and do it combined with other things. Because I think most realistic APs aren't gonna all be cirrhosis or all B Cooper nineties. They're going to be something. >> Yeah, right. It's like everything else. It's it's you know, what percent into the applications? Will this takeover? We had this discussion with virtual ization. We've been having this discussion with cloud and certain list, of course, is is pretty early in that environment. K native did I hear is there's some announcement this week that IBM >> so Soak a native, obviously is a project is kind of much earlier in its maturation and something like Castillo is. But we're making that available as part of our Republican private cards as well, Really? So people can get started with the ideas of K native. They can have an easy way to get that environment stood up, and they can start building those applications on DSO. That's now something that, you know, we're kind of bringing out as we work in the community to actually mature the project itself. >> Excellent. One of the things everybody's, of course, keeping an eye on. I saw Arvin Christian talking about the clouds. Tragedy is how red hat fits into all this. So we know you can't talk about kind of post acquisition. But red hats involved in K native. They're involved in a lot of the >> services and developers you gotta be exciting for. Yeah, >> it is. And obviously, like, Look, we've been partners for many years, you know, in on the open source side of things. We've worked closely with Red Hat for a long time. We actually view the world in very similar ways. You know, like you said, we're working on a native together. We've been working on Open West Feather. We obviously work in Cuban eighties together. So personally, I'm pretty excited about them coming in IBM. Assuming that acquisition goes through, they, you know, they fit into our strategy really well. And I think we'll just kind of enhance what we've all been working to build. >> All right, Jason, what else? What's looking? You talk about the maturity of these solutions, give us, um, guide post for the people watching the industry that we should be looking at as twenty nineteen rolls through >> us. So I think there's a >> couple things that, you know, I think this unified application platform notion that we've been kind of touching on here, I think will really come into its own in twenty nineteen. And and I would really love to see people kind of embraced that idea that we don't need. Three container stacks were not tryingto build these seven things. You know, one of things I'm kind of excited about with a native is by bringing server lists and twelve factor into Cuba Netease. It allows each of those frameworks to be kind of the best they can be at their part of the problem space and not solved unrelated problems. You know, I looked at the kind of server less versus coop camps, you know, the purest. And both think all problems will be solved in their camp. Which means they tried to solve all problems. Like, how do I do state full systems and server, Wes. And how do I bring in storage and solve all these things that maybe containers is better at. So I think this unification that I see happening will allow us to have really high efficiency, twelve factor and surveillance in the context of Koob and will change how people are able to use these platforms. I think twenty nineteen is really about adoption of all of this stuff. You know, we still are really early, frankly, in the kind of container adoption landscape, and I think most people in the broader industry or just kind of getting their feet wet they all agree that they're all trying, but they're just starting, and he knows a lot of interesting work. >> Jason, are there any anything that air holding people back? Anything that you You know what? What do you see is some of the things that might help accelerate some of this adoption? >> Yeah, I think one of the things that's >> holding people back is just the diversity of options that exists in the cognitive space means you guys have all probably rising like the C in C F landscape chart. I've never seen so many icons on something in my life. That's really frightening for the average enterprise. To look at a picture like that and go like which of these things are going to be useful, which are going to exist in a year like how Doe, I bet, make that sort >> of those things. So I think that's actually >> help people back a lot. I think that kind of agreement around communities that happened in the last eighteen months or so was really liberating, for a lot of people have helped them kind of move forward there. I think if we can all agree on a few more pieces around this deal, reckon native like it'll really help kind of unlock people and get them trying actually doing it. And I don't think it's anything more than picking a project and starting. I think a lot of enterprises over analyze everything, and they just need to pick something and go and learn. And they'll >> so pick some narrow use case pick, pick an app, pick >> a use case and go do it right and you'll learn and you'll figure out how it works for you. And then you do the second and the fourth in the tenth. And before you know it, you're on your way. That's what we did at IBM ourselves, and you know, now we're running our whole entire public out on top of communities. >> Jason and any any warnings from that kind of experience that you trade to users? A CZ. They looked forward. >> Yeah, we had a >> lot of learnings from music. One is we could run a heck of a lot more diverse work less than we thought when we started. You know, we're running databases where any data warehouses, running machine learning. We're running Blockchain. We're running every kind of application you didn't think could ever work on containers on containers s so one of the lessons Wass. It's much more flexible than you think. It isthe right. The >> other thing is you >> really have to rethink everything. Like the way you do compliance, the way you do security, the way you monitor the system. Like all of those things I need to change because the underlying kind of container system enables you to solve them in such a powerful way. And so if you go into it just thinking, Oh, I'm just going to change this one part of how I do aps and the rest will change. I think you'll find in a year that you're changing the whole operating model around your environment. >> Well, Jason, rethink everything we're here at IBM. Thing up twenty nineteen. Thinks is always for catching up with Thanks for everything going on for David. Want a, um, stew? Minutemen got three more days of live coverage here for Mosconi North. If you hear, stop by and say hi or reach out to us on the interwebs. Thanks so much for watching the cues.

Published Date : Feb 12 2019

SUMMARY :

IBM thing twenty nineteen brought to you by IBM. And my CLO host for the segment is Day Volante. All right, So, Jason, we spoke with you at Que Con Way. I think talking a lot about both public So first you're gonna help correct the things that he got envoy and the like t talk to us about where IBM fits into this discussion It's becoming more of kind of the default stack that people are using you know, is dio itself. You know, that last step needs to happen to get into the community. So I have to ask you So things move so fast in this world, you go back to the open stack You know that in the first half of my career And I think for the average suffer developer, Now you know, Where does you No, Crew, Burnett, ease and surveillance. And how do you have a good model for event oriented systems today? it. You know, you say you don't like survivalists you like event better a function. You could argue that caught foundries, a server list system in the sense that you just as a developer anyway, And therefore that you know that whole you know what I want And I think if you look at the industry, there's really, I think, kind of two dominant consumption models If I can really scale it down to zero, if I don't need to make it, then that can be serve a list. And I think if you'll get server list to me, I was personally, I always think of it in kind of two That's a good thing for consumers. But I think first and foremost, we have to get Mohr adoption of it as a It's it's you know, what percent into the applications? That's now something that, you know, So we know you can't talk about kind of post acquisition. services and developers you gotta be exciting for. And obviously, like, Look, we've been partners for many years, you know, You know, I looked at the kind of server less versus coop camps, you know, the purest. cognitive space means you guys have all probably rising like the C in C F landscape chart. So I think that's actually And I don't think it's anything more than picking And then you do the second and the fourth in the tenth. Jason and any any warnings from that kind of experience that you trade to users? We're running every kind of application you didn't think could ever work on containers on containers s so one Like the way you do compliance, the way you do security, If you hear, stop by and say hi or reach out to us on the interwebs.

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