>> from our studios in the heart of Silicon Valley. HOLLOWAY ALTO, California It is a cube conversation. >> Hi, Welcome to the Cube Studios. From the Cube conversation, we go in depth with thought leaders driving innovation across the tech industry. I'm today's host. Beauty burst. One of the biggest challenges at every enterprise faces, especially those that are considering a serious move to the cloud, goes way beyond any questions about compute. Wait beyond any questions about storage. Perhaps the most important question will be, What do I do with my network? How does my network transform? How does my security profile transform in response to a movement to the cloud? Now there are a lot of reasons why, but one of the chief wants the cod really isn't a strategy for centralising your I t and your applications in your data, it's better thought of his cloud from more broadly distributing that function, getting it close to the action. Where is going to generate the most value? Big challenge for enterprise is in tow. Have that conversation. We've got Matt Carter, who's the CEO of Ari, aka >> not welcome to the Cube. >> Thanks for having me >> so before we get into this important question. Give us the update on Hari, aka >> So recently we were got investment. Goldman Sachs, Siri's F $50,000,000 that capital is going to really be deployed towards helping us to expand our global footprint, put money into marketing more sales. People build out processes internally as a company. So we're well capitalized and a really great position to take advantage of the enormous growth that we see in this space. >> So I mentioned upfront this notion that the cloud is a strategy for distributing your work and with controls and with certainty and with greater security, perhaps even more so than it should be thought of as a way of centralizing things that's puts enormous pressure on networks. What are you hearing from your customers as they think about some of these challenges? >> Well, one of the big challenges for a lot of our customers is complexity. Many of them have worked with a number of different providers to be able to stitch together a reliable, secure network. What makes Hari Aku is so differentiated is that we're able to manage that as one single source provider. We have a global network. We have a secure network, and so we make it easy. We take out the complexity for our customers and even more importantly, what we also do. We help out customers to accelerate their digital transformation. Many of them are going through various stages of digital transformation, able to do that by work with one single provide, like Harry, AKA who could help accelerate that in state for them much faster than others in the marketplace today. >> So you're trying to remove the network from the transformational or from the from the side of uncertainty when we start talking about digital transformation. But what is the Ariake, the Ariake Network? This this notion that you have a full stack from the actual network all the way up to the software to find services? What's the How does that manifest itself as different apologies or different approaches to your customers? >> Yes, so think of it this way, Peter. So for a customer to put together a holistic network, they're different component pot. So one component part is to say, last smile. So being able to get that circuitry broadband circuitry someplace around the world, they have to deal with a number of different vendors around that we were able to be the single source provided provided for the customers. Secondly, they have to then figure how to connect to the cloud. And they're working with a number of different telco providers to help them to stitch together that piece again. We have our own global pops around the world were able to provide the local the last mile, plus that sort of middle stage there for the customer as one single source provider. So again, complexity is the thing that's actually driving a lot of the challenges for our customers. Way able to sort of do that as one single source provided for our customers. >> But it sounds like you're also in a position to say we can reduce complexity, but we can also increase the flexibility that the network has. So I was talking with large customer large client earlier this week on one of the things that they observed is they're trying to reduce the amount of traffic disassociate with back haul back to the corporate network before close to some sass provider. How our customers ultimately starting to rethink how they direct traffic because a good, solid foundation like Ari AKA should allow you greater flexibility and how you target traffic to different circuits at different times based on location, application, data and identity. >> Yeah, so part of the thing that what customers are also to build upon that face with this is that what type of traffic works works best on what network, right? And so if you're dealing with a variety of different networks, it creates a lot of monitoring. Ah, lot of flexibility and lack of reliability for the customer. So with us again, we're able to provide them insight to application performance and use a state performance because it's all one single network, and we've become, quite frankly, an early detector. If there are problems with particular types of applications, were able to inform the customer of that and make the appropriate changes to allow for much more seamless, reliable application experience for our customers. >> So let's talk about specifically how you're helping customers. Today was one of the offers that you have and some of the approach that you have to engage in them. So one of the challenges within any large organization is to get the groupings of individuals to agree on what the problem is in the direction to take, the more shared the resources, the Mohr people participating in the conversation. Let's be honest. Is nothing more shared in an organization today than a network? How are you seeing your customers succeed? And sometimes, you know, fall victim to the challenges of tryingto build that unity around how to move forward? >> Yeah, that's a really great question. So what we have found this that it's not a single decision maker any longer in eh? In a minute with the customer. There are the lists, a willing dealing with the CTO to CEO. He or she has a constituency who have a say around the types of applications or networking that we're using to deploy that those applications. So what we have found that Ari, aka that the approach we have to take is that we have to be really good, if you will. Diplomats knowing how to go into a customer really working partner with the various constituencies, getting them in a room, making sure that they understand and help them to sort of see the end state vision and a lot of ways part of what we're trying to do with the CEO of CTO is how do we become a really good partner for them to help them help their constituents season? So what we call it our reactors no innovate grow. The no part of what we dio is actually one of the most important component parts of how we go to market. What is the problem? How does his problem impact? You know, the various constituencies inside that customer and their and their customers. So getting dimensional, dimensional izing that problem makes you were bringing the right people to the table is a really putting competency that we have, you know, manifested overtime to help that organization become successful. The thing that's important for us, we've us houses an enabler, and so you just don't see you know you enable you. You have to really work with the customer and really understand the problem that they're faced with. How do we enable the customer to really understand Dimensional is the problem and figure out how our solution helps that customer solve that problem or take advantage of that opportunity. So we call in no innovate crowd that no pa, it's really important that innovates not just invention It's really about making sure we're able to position and Taylor our solution set to the needs of the customer and grow the grow pot is really all about our customers. Success. Did we help them to become successful? Whatever that objective is. Opening up offices in China and getting their sales team productive up and running quickly. Tow, monetize, opportunity, stare. Whatever those growth objectives are, how do we help them to become successful? So everything we do is a line to the customs success, so no innovate grow. It's a real part of how we go to market. To serve the customer is comprehensive. Um, it's time consuming, but we feel is differentiating because we're not just selling you a, um you know, sort of a solution, so to speak. What was really selling you is is a a way to solve a problem or take advantage of that opportunity is a different sort of the mention of how we go to market with the others. >> So talk we'll talk a bit about how that is translating into customer success directly. You got a good product. Sounds could get a good love to go to market strategy. Really love the emphasis on on innovate. Which will you look at is how do you get your customers to successfully adopt time to value reduced uncertainty, Deeper integration? Mohr Embedded nous How is that translating success toes a little bit about how you're seeing? Are his customers be able to do things differently as a result >> so that the two pasta de so the first pot is the existing customers? So let's start with the fact that most of the existing customers who came to us came to us because they had a particular problem someplace around the world. So let us say we way. We've been able to get sort of a few sort of site locations with them. They like what they see when they come back to says, Hey, you know, you solve this problem here. Can you help us solve this problem over here? And then over time we may be able to expand, increase share. I'm with the existing customers. The second thing that we've done is that I've always said to the team, since I've been in the company with the best kept secret out there, that people don't realize that we offer this sort of into end man its service. And our customers know our customs have been good evangelist and helping us to bring in more customers. But as biggest, the market opportunity is not enough people know who we are. So part of what we're doing now, Peter is really elevating brand present. You know, if you're gonna be a company that's moving up the stack and if you're a CEO who's gonna outsource this decision, that's your connectivity. To accompany Ari aka you need to know that the person sitting across the table from you understands me gets me has thie empathy, right, sensitivities of the problems that we're dealing with, So great deal of what we're now doing is, you know, I brought in a new team. Folks have been near done that folks who've sold to these folks over the years who understand those customers problems, so elevating out brand, bringing the right level of competency into the organization and really send them make out brand muchmore wear around how we help our customers solve these problems. So a little bit of this marketing, you know, in sales. But the main thing >> is, it's just that >> we're now in a position where we need to really hone in on getting up brand much more elevated. So people understand how we solve their >> problems, engagement across entire life cycle, it's and service to success. So where is s so we could kind of see you are a good, fast growth company on the market. That's, I think, is going to become increasingly hot as people start to realize the role that network transformations going to play in this whole thing. Um, how do you see Orry, aka being a force say, in 23 years, I c e o you got to be thinking about >> well, you know, constant thinking about that. So for us, it's really, um, continue to add more innovation to our platform and a big part of that innovation. You nose around security as you're starting to, its more things going to the cloud. People want to know that isjust a secure platform. We have a very secure platform today, but we'll continue to innovate and add more layers to that. So that's one piece. The second piece is is too, you know, continue to invents, elevate our brand out into the marketplace. So we got a show about the places that give people. It's that this is a company that's going to be around for a while. That has sustainability, etcetera, so elevated and really, you know, we have a guy on our team, Ash Watt, who really is a pioneer in this space around the technology and where it's going having more thought, leadership, showing up at the right sort of conferences, making sure that we are framing and helping toe lead the thoughts around, you know, S T win and how it plays a role in the marketplace >> making that no consumable >> making that no consumable. That's exactly that's exactly right. So I think for us it's really the continuation of maturing and growing as a company. You know, we've been a Silicon Valley start up company. We've operated as a Silicon Valley start up company, but now where we are and given the complexities of managing a network right is that we have to now come across to our customers that where a company that is here for the long haul that that we have taken into account off the precautions all the necessary building blocks. Tobe able to deploy, secure global network today. We do that. Not enough people know about that. We need to continue to enhance that message healthy. >> Well, every company has its challenges, and every company has its go forward. But I could tell you, certainly our clients speak well of Ariake. So, Matt Carter, Thanks very much for being on the Cube. >> Thank you, >> Andi. Once again, we've been >> talking about Carter, CEO of Ari, aka >> Thanks for joining us for another cube conversation on Universe. See you next time.

(upbeat music) >> From our studios in the heart of Silicon Valley, Palo Alto, California, this is a CUBE Conversation. >> Hi, I'm Peter Burris, and welcome to another CUBE Conversation. One of the challenges that any digital business or any business faces is how to more rapidly and simply configure their business so that it can take advantage of the opportunities and challenges that their industry faces. Now, it's very, very difficult in a world where a lot of the underlying network resources are hardwired, so as a consequence, every business is looking at new technologies and new options for how they can better software-define how those network resources are set up and organized and operate, especially in the WAN area, so to have that conversation about how to bring a new approach to thinking about network facility and network ease, we've got Shashi Kiran, who's the CMO of Aryaka, here to talk to us. Shashi, welcome to theCUBE. >> Thank you, Peter. It's wonderful to be here. >> So let's start, what's the update on Aryaka? >> Well, you caught me on a good day today because we're just coming off our Q3 results, and we really had a good quarter, lot of new logos coming in and new customers piggybacking on the digital transformation that you talked about. As they go about transforming their organizations digitally, moving to the cloud, modernizing their application stacks, what they see is that underlying infrastructure sometimes as bottomless and impedes their global transformation effort, so I think our contribution has been to really get rid of those speed bumps as part of that WAN transformation and accelerate it. >> Well, let's talk a little bit about that WAN transformation. What is it, in particular, that customers are struggling with as they think about moving to more of an SD-WAN world? And I'll give you a little bit of a clue, as far as I can see it, as they start to think more in terms of software-defined WAN, that doesn't necessarily mean that they should be thinking about installing a whole bunch of network operating systems, have I got that right? >> I think that's spot on. First of all, WAN transformation, SD-WAN, these are all means to the end, and in many cases, depending on the type of customers, sometimes it's not really where their area of expertise is. They would rather focus on their business imperatives than say, hey, somebody else needs to figure this problem out, and it's less about network operating systems getting distributed 'cause that also leads to its own set of issues, then forgetting them, patching them, maintaining that is a huge issue. >> Pain for them. >> It's a very painful operational overhead, so what we do and who Aryaka is is we're perhaps the industry's first and I would like to say best-managed SD-WAN solution, which means we kind of take care of the connectivity globally. We have our own POPs, points of presence, almost 35 of them globally, and they are set up that they are 20 to 30 milliseconds away from any new site that could be activated, and we have our own orchestration platform. We have our CPs as well that we lease out, or it's consumed as part of service, and our own security offering as well as WAN optimization offering, so it's really this whole platform architecture that we can mass the complexity of and offer a simple service for any customers to consume, and so that's really where they look at it as something that will help them be more agile, but also because we have our own network, it helps things to be a lot more predictable. Key triggers we see drivers for our application performance, somebody's having issues, particularly in a distributed global environment, they come to us. Move to the cloud, that's a big deal, particularly in a multi-cloud area. That's almost 50% of the inquiries that we receive in terms of us really acting as a gateway for their cloud globally. MPLS contracts expiring, and MPLS, as you know, has been a really good mainstay for the last couple of decades, but it's not really where the cloud world is, so we see a lot of that serving as a trigger, but more often than not, it's really allying with the business imperatives and seeing, could we be a partner for their transformation initiatives? >> Give me a sense of how SD-WAN should work optimally. What should an SD-WAN be for the business, and how does it relate to business flexibility and different value propositions? >> So today if you look at the market, I would say there are two models for SD-WAN, and on one side, you have these overlay SD-WAN providers who have been coming out in the last few years. In fact, there's a lot of clutter in the market with the overlay SD-WAN providers, and what they do is they have a box controller, gateway functionality, and it's really meant to be an overlay on somebody else's network, with agility being the promise, and it leverages internet for the most part, so that's one approach, which is good when somebody wants to get SD-WAN going in a reasonable area with a fast time to market, but there are predictability issues. There are issues in terms of scaling it globally, so that's where the second model comes in, which is sort of the operators of the world, the service providers and TELECOs of the world, and they say, look, we have the network, and we will take the intellectual property of these SD-WAN software vendors, and offer it as a managed SD-WAN solution. >> But it's somebody else's intellectual property? >> It's somebody else's IP for the most part, right, and so the challenge with that is really the experience that gets out either for the end user or for the application, and in many case, again, when you go down the path of a global network, they have SLA handoffs across multiple providers, last mile issues, and things like that, so each has its pros and cons, and I think where we have focused our energies on is really something that's the best of both. As I said, we own the underlying network, which allows us to give very predictable performance, fully meshed, and 99.99 plus percent availability, but we also are now looking at the last mile, procuring, managing that, so it's enter and connectivity. Many of our POPs are co-located with the public cloud providers, whether its AWS, Azure, Google, and so we have a direct connect, and we are able to manage that cloud connectivity. And then, each of these links are able to optimize those WAN, really allow for bursting, look at each application, then give it the kind of priority that it deserves, and the security aspect of it, so bringing all of these things together, and today, I would say we can almost get up any new site, globally up and running, in a matter of a couple of days, and that is huge because what we have seen traditionally is it takes weeks to months just for site planning, and in case of MPLS, activating it, so that's really where we see, you know, can you bring this into a consumption model, just like electricity or water. You want somebody to say-- >> Well, the cloud. >> Oh, the cloud, right, and that actually has helped a lot with the mindset because CIOs and a number of application architects, they're now used to the cloud model, it's a consumption model, so the question is why can't the WAN be like that? Why does it need to be hardwired? Why does it need to be hop by hop across so many different providers? Can you make the cloud equal to the WAN as well and make the WAN consumable? So that's really where the energy focus and the kind of customers that we're attracting are subscribing to that approach. >> So you're getting the flexibility of a service and the predictability of having your own IP being able to provide that service? >> Yes, so it's a flexibility, but also speed. You know, agility is a very important driver for SD-WAN, so I remember some of these images floating around would say, choose two, it's either fast or it's good or it's cheap, and you don't have all three, and in a way, we kind of bring all three together because fast, it's good, and over a period of time, because we continue to drive the cost down, it ends up in a lower TC offering as well, so that's the sweet spot in the center. >> So give us some sense of how customers are using you today. Are they deploying you for specific applications, specific regions, or are they actually starting to use you as a general approach to managing globally their wide area networks? >> It's a bit of both. I see a lot of customers are expanding their footprint, either through M&As, or because they have a manufacturing facility somewhere, there's a freight and logistic facility, and it's global world today, right, and the whole globalization phenomenon has meant that how do you actually get a consistency in terms of your connectivity, but more importantly, your application experience and expertise as well, and so that is a key trigger. Can you normalize and have a democratic approach to all of your sites, not just your headquarters, and make your employee pool that much more productive, so that's a key CIO, CEO level conversation which is driving a lot of these decisions. In fact, today I just posted on my LinkedIn profile about a case study of customer poly-element solutions, so this company was formally called PSP. They're a chemical manufacturing company, and so they wanted to get off MPLS, so they chose Aryaka, and they also wanted to go down the path with the managed service offering, but what was very interesting to me personally was business happened. You know, just as you say life happens, business happened, and what happened to them was they decided to divest almost half of their business, which they spun off into a different company called Arysta, and as I scoped it out, it was very hard for them to actually take away half of the company, including its infrastructure, and carve it out and keep the lights running in both places, and so what we enabled them to do was kind of just do that in a non-deceptive way with zero down time, and they ended up being two successful companies out there, and this was for them kind of magic, right, and so-- >> So you created a whole new set of options for them? >> Yes, yes, and even before they were looking at the different options, it was taking a two-year period for them to kind of just do the planning and the execution, and we kind of did that in about four to six months globally, and so that is when they are now willing to stand up on a platform on our behalf and say, hey, you know, this is what Aryaka did for us, and they come and share that experience externally, and the good part for me as a CMO is I'm about two and a half months into this company, and the first four weeks that I was here, I was on a call with four to five different customers in those four, five weeks who were talking on our behalf to the media, and this for me, even while I was at companies like Cisco, was a hard thing to accomplish because to get a customer to go speak on your behalf, on behalf to the media, was big issue, but here I see them being ebullient, they're happy, and they're happy to speak on behalf to the media, which is pleasantly surprising for a CMO. >> Hey, your customers are your best sellers, right? >> Absolutely. >> Shashi Kiran, CMO of Aryaka, thanks very much for being on theCUBE. >> Thank you, Peter, I enjoyed being here. >> And once again, I'm Peter Burris, and this has been another CUBE Conversation. Until next time. (upbeat music)

(intel sound logo) >> [Announcer] Live from Silicon Valley, it's the CUBE. Covering Mobile World Congress 2017, brought to you by INTEL. >> Okay welcome back everyone to our special two days of coverage of Mobile World Congress 2017. I'm John Furrier, here in the Palo Alo Studios covering what's happening in Mobile World Congress in Barcelona, Spain. Of course this is our day two of wall to wall coverage. Eight a.m. to six p.m. for two days and of course, as we kick off our day two and get early morning here in California or mid morning, they're ending the day in Barcelona and all the news is dropping. Again, it's continuing the theme of 5G, IoT and the notion of the super demos, all the flare and glam around IoT, AI and everything else. On the phone right now in Barcelona, Spain, is our friend and analyst with the Futuriom Group, Scott Raynovich, who will also be co-hosting with the CUBE at ONS, Open Networking Summit. Longtime industry analyst, guru in the space around mobile, certainly SDN and what's going on. Scott, welcome and thanks for taking the time to call in from Barcelona. >> [Scott] Thanks, John. Great to be here, and also I might add some color to one thing you said, when you said the day was winding down. (John laughs) Apparently in Barcelona the day never ends. It just goes all the way through. >> Well the show is ending but now the real action happens, all the hallway conversations at dinner and certainly we know that you take a nap around this time and go out and get ready to burn the midnight oil 'til three in the morning. We have many stories of Barcelona, but let's get down to it. What's happened today in Barcelona? What's the big story? What are you seeing on the ground there? What's the vibe? Give us some insight into what's happening, the experiences you're having and what's the big stories today coming out of Mobile World Congress. >> [Scott] Yeah sure, John. Well there's, as you know, there's a lot of hype about a lot of buzz words, so you got to throw all the buzz words out there: IoT, 5g, self driving cars, VR, AR, augmented reality. If you run through the halls you see a lot of those gizmos and gadgets and I would say the scene has shifted a lot in recent years. As you know a couple years ago it was all about Samsung's big tablet or the latest phone and now it's more about these kind of more advanced technologies, they call them interactive technologies that we're going to see coming down the road the next few years, so there's lots of stuff. >> The show has been very telco orientated and still really is a device and telco show basically. The device guys had their moment in the sun on Saturday and Sunday, but Monday kicked off really the telco show. This is really about ... The telco is trying to figure out their future. Their core competency over the years has been how to provision subscribers and billing, and been trying to figure out the over the top, and now as you look at the software that's coming out with the 5g plus the end to end, some of the things happening at the network transformation area. There's some real action happening. I want to just get your thoughts on is this the time where we're starting to see the needle move on the progress of really bringing the kind of networks that are going to power the cool technologies and promises of use cases, whether it's e-sports up to driving cars that are essentially data centers. Huge amount of data problems, huge amount of network reconfiguration, is this the time where there is an inflection point? What's your thoughts? >> [Scott] Yeah, that's a great point. You have the service providers for a number of years have felt a little bit - I don't know what the word is - spurned by success. They created all this plumbing and they put this massive investment into LTE, broadband, that really enabled all these applications, but it was more people like Apple and Netflix and Amazon that kind of stole the show by leveraging that bandwidth for these new services. Cloud services, music services, of course Netflix, the most popular internet service in the world, and so the service providers kind of feel like 5G is another opportunity that they don't want to squander and so they're being very careful about how to position that. But to your point, they have realized that they absolutely need to virtualize their network because what's going to addle a 5G is you have this massive amount of bandwidth but you need to splice it up into different - they called them actually network slices - so that you can provide all these advanced services, and that's where the service providers want to figure out how they're going to monetize that. So it's certainly a launchpad for the technology and the somewhat maligned technology known as NFV, Network Function Virtualization, but I think that the pressure to get 5G out is going to accelerate their investment in NFV because they need that cloud platform to kind of serve up all these next generation services. >> Is the telco's NFV efforts going to make them more cloud ready in your mind? Is that the sentiment? Is it that, do they have to kind of do a lot of things right now? And the question is, what are the use cases if they are cloud ready and if they can get their act together, the network layer to power these aps that are going to be running on 5G, so you know? >> [Scott] Yeah, yeah. I think so, I mean they're progressing. AT&T makes periodic announcements that they've virtualized whatever it is, 30 or 40 percent of the network, and Verizon has a pretty interesting company Radisys, which recently got a 70 million dollar contract from Verizon to install NFV infrastructure. Now that's not ... 70 million dollars is a drop in the bucket in terms of capital spending for a small virtualization platform like Radisys, but that's a pretty big move and so I think you're seeing this stuff finally becoming real, and they are going to have, within a few ... We'll wait for them because they're a much more flexible platform. It's based on the cloud web scale model, where you snap in a bunch of servers and all the networking is virtualized and you can move things around in the cloud and they want to take advantage of new services they can offer, whether that's a virtualized enterprise security service, you know security service in the cloud where you go into the Verizon Data Center and you order it up and you have a cloud security model that it will protect you, or other what we call Virtual Network Functions, another hot area you've probably heard of SD-WAN. There are a lot of SD-WAN services being rolled out >> Cool >> and that's a virtualized WAN solution that doesn't require you to, say you have a bunch of branch offices around the world, you don't have to ship them all routers and then hook them up with expensive leased lines. You can kind of close them in with the cloud if you will, and there are a bunch of hot companies in that area, including Aryaka Networks, Velo Cloud, Viptela, which are all mentioned as active acquisition targets these days, so there's definitely still a lot of virtualization thought going on but I will say it took a backseat to, this year it took a backseat to 5g and IoT. >> Yeah great commentary. I got to say, I talked with Intel with an exclusive interview with Sandra Rivera from Intel GM, with Communications Network Platforms Group, and we were talking about the dynamics and I think the big IoT thing has been autonomous vehicles. Obviously smart cities is, you've got some surveillance, you've got cameras and stuff in towns and cities, and certainly the smart home. You can't move an inch in the industry without hearing about echo and google in the home, kind of voice activated automation. Then you've got media entertainment, you mentioned Netflix. You know all these things are essentially coming back to rear its data center environment. This is like the data center meets consumer, and we were commenting that the autonomous vehicle is essentially a data center on wheels and that there's going to be trade offs between low latency high bandwidth and true mobility. You know car is not going to be dictated by millimeter wave technology because they might have different frequencies, so this brings up this diversity of network. And so I'll get your thoughts on how you see the market evolving with the pressure for open source software, you mentioned SD WAN it's software defined, WAN software defined radio, software defined networks, software defined data center, the whole world is software defined so the role of open standards both on open source software as well as open wireless if you will, meaning not one vendor is going to own it, how do you grok that? How do you pull that picture together and how do you advise your clients on what this actually means for them and their impact? >> [Scott] Yeah that's a great question. Well, you kind of hit the nail on the head with the question, because I spent much of the show looking at all of the ... If you want to break it up into two buckets of things here, you talked about cloud and WAN, so the infrastructure that builds the data center but as you pointed out, this is a service provider show, so a lot of the discussion is around connectivity standards of course, and it's really amazing John. It's amazing. You know we can boil these things down into these neat little buzz words >> IoT and 5G - but just today, I talked to people about at least five different forms of IoT standards and of course 5G today was a super controversial topic. So let me just break those off one by one. With IoT connectivity, you have something called LoRaWAN, which is a open standard, an IoT open standard, and there's about 500 members signed onto the LoRaWAN alliance, including Cisco and IBM and China Electric, so that has a fair amount of momentum. It has certain characteristics. Very low bandwidth, and not in real time so it's, I'll just give you one example. If you want a connected cow, John, I saw a connected cow, and the idea is that is be large. When a massive operation wanted, you want to track your livestock, so you need a very low cost device that does that. That's an example. You also have so called MBIOT, which Cisco's pushing pretty hard narrow band IoT, with another standard that's going to be used for IoT applications. You have the 3GPP working on LPWAN, which is kind of like a 2G recycled for IoT. The characteristics of IoT have to be really cheap there has to be really low power, so you can't use LTE right? So that's another one. Then you have a couple of hot private companies. SigFox, which has over 100 million dollars funding, and it might even be hundreds of millions of dollars at this point, based in France. Another company called Ingenu, which is spun out of east San Diego qualcon hotbed with a lot of really interesting IT and they have a technology called RPMA, so those two companies are building networks worldwide based on proprietary standards. They've said, "We're going to build an IoT network, "a radio network for IoT all over the world, "and it's going to be based on our proprietary technology, "'cuz it works better," so that ... I just gave you IoT, right? Okay, and then you have 5G, which dozens of service providers (incoming call beep) all have different things about that and actually argued about 5G doesn't exist right? Right so you have Verizon rolling out a pretty standard 5G trial and then you have something called 5GNR, New Radio, which is a multi spectrum flavor of 5G that Qualcomm and are fooling around with, and then you have people like Nokia saying, "Woah, woah, woah slow down. We can't push 5G "before its time. We don't want it to fragment, you know? (vibrating phone) "We don't want it to just "splinter all over the place," >> Yeah. >> [Scott] You know, pull like an Android. So I don't know, that was a mouthful but if you- >> So what does it mean? Is it ... >> You get the idea of how these buzzwords, when you unpack them, they get really complicated. >> Is it forking? Is 5G essentially a land grab right now, or is this all part of the evolution in your mind, because it does seem that you need a catalyst. Obviously Intel's taking a leadership position. They've done a deal with Nokia. You've seen some Ericcson announcement but then you've got Qualcomm on the other side with Snapdragon and you know the competition between Intel and Qualcomm is at an all time high, certainly on the handset side. But at the end of the day, the network is the key at this point, and so the question is, is 5G going to be broken down by the forking? >> 5G is a hype grab, it's totally a grab. >> It's a hype grab. (laughs) >> [Scott] Because 5G will not exist for at least ... They won't be rolling it out 'til 2020 and I heard several people argue today that it's really 2021, so it's not a land grab until it actually exists, right? So it's all about positioning your marketing around it, but just to give you an example of one of the controversies today was accelerating. Should we accelerate to 5G? You know and then BT came out and said, "Well we have to be careful because it's really expensive." 5G is actually going to be more expensive than LTE. If you don't have the return on investment, you know you're going to kill yourself, so people are confused. >> Scott, Intel claims they're going to have 5G in Winter Olympics in Korea. That is what they told me on the record. Not sure if that is a trial network or is that going to be just some data stations? >> [Scott] Yeah they'll have some form of 5G. I mean what I'm trying to point out with all these things is when somebody says the buzz word, it doesn't mean one thing, right? >> Yeah. >> [Scott] It means like yeah, it means several things. And it'll certainly be pretty standard 5G trials. I'm just saying right now we don't even know what that is. Nobody has even settled on what the spectrum is for 5G. There's like been four different announcements about different spectrums and then you have this 5GNR thing which is a multi spectrum technology, so it's really hard to say. I'd be shocked if anybody at Intel definitively knows what 5G looks like at this point. >> Well certainly it begs a question for a follow up conversation around what is 5G. Certainly people will argue what that means in terms of bandwidth, but the question we had on The CUBE yesterday was, "What aps are even ready for a gigabyte "and what does that mean?" Is that fixed wire, is that true mobility, is that latency versus bandwidth, and et cetera et cetera. You know the debate will rage on. Honestly I just want to see more bandwidth. I love connectivity so. Alright Scott, thanks so much for taking the time. I got to ask you a final question. You know, what's the best party so far in Barcelona? What's the best tapas you've had? What's the scene like in and around town? What's some of the buzz? >> [Scott] (laughing) Well I haven't been to any big parties to tell you the truth, I've mostly been to private dinners. The food is amazing and so is the wine. >> Yeah. >> [Scott] It's pretty hard to go wrong in Barcelona. It's probably like a foodie's paradise I would say. >> Yeah it certainly is. When we were there last time it was amazing. Great gothic vibe there, great little restaurants. Scott Raynovich here inside the CUBE and Scott you got some new credentials here. You're still at rayno on twitter but you now have a new firm called Futuriom - F-u-t-u-r-i-o-m Research. Congratulations. >> [Scott] Futuriom, yep. >> Futuriom. So appreciate it and thanks for taking the time, want to give you a shout out for the new gig and you'll be hosting for the CUBE at the Open Networking Summit, ONS, coming up. Appreciate that and thanks for calling in and sharing the insight, what's happening in Spain and Barcelona for Mobile World Congress. Thanks so much. >> [Scott] Thanks, John. It was geat. Thanks for having, that was great stuff. >> Great. We'll be back with more after this short break. This is special two days coverage inside the Studios of Palo Alto live, here in California, breaking down what's happening in Barcelona with all the news, the analysis.