from the cube studios in Palo Alto in Boston bringing you data-driven insights from the cube and ETR this is breaking analysis with Dave vellante over the past decade cloudflare has built a Global Network that has the potential to become the fourth us-based hyperscale class cloud in our view the company is building a durable Revenue model with hooks into many important markets these include the more mature DDOS protection space to other growth sectors such as zero trust a serverless platform for application development and an increasing number of services such as database and object storage and other network services in essence cloudflare could be thought of as a giant distributed supercomputer that can connect multiple clouds and act as a highly efficient scheduling engine at scale its disruptive DNA is increasingly attracting novel startups and established Global firms alike looking for Reliable secure high performance low latency and more cost-effective alternatives to AWS and Legacy infrastructure Solutions hello and welcome to this week's wikibon Cube insights powered by ETR in this breaking analysis we initiate our deeper coverage of cloudflare we'll briefly explain our take on the company and its unique business model we'll then share some peer comparisons with both the financial snapshot and some fresh ETR survey data finally we'll share some examples of how we think cloudflare could be a disruptive force with a super cloud-like offering that in many respects is what multi-cloud should have been cloudflare has been on our peripheral radar Ben Thompson and many others have written about their disruptive business model and recently a breaking analysis follower who will remain anonymous emailed with some excellent insights on cloudflare that prompted us to initiate more detailed coverage let's first take a look at how cloudflare seize the world in terms of its view of a modern stack this is a graphic from cloudflare that shows a simple three-layer Stack comprising Storage and compute the lower level and application layer and the network and their key message is basically that the big four hyperscalers have replaced the on-prem leaders apps have been satisfied and that mess of network that you see and Security in the upper left can now be handled all by cloudflare and the stack can be rented via Opex versus requiring heavy capex investment so okay somewhat of a simplified view is those companies on the the left are you know not standing still and we're going to come back to that but cloudflare has done something quite amazing I mean it's been a while since we've invoked Russ hanneman of Silicon Valley Fame on breaking analysis but remember when he was in a meeting one of his first meetings if not the first with Richard Hendricks it was the whiz kid on the show Silicon Valley and hanneman said something like if you had a blank check and you could build anything in the world what would it be and Richard's answer was basically a new internet and that led to Pied Piper this peer-to-peer Network powered by decentralized devices and and iPhones and this amazing compression algorithm that enabled high-speed data movement and low latency uh up to no low latency access across the network well in a way that's what cloudflare has built its founding premise reimagined how the internet should be built with a consistent set of server infrastructure where each server had lots of cores lots of dram lots of cash fast ssds and plenty of network connectivity and bandwidth and well this picture makes it look like a bunch of dots and points of presence on a map which of course it is there's a software layer that enables cloudflare to efficiently allocate resources across this Global Network the company claims that it's Network utilization is in the 70 percent range and it has used its build out to enter the technology space from the bottoms up offering for example free tiers of services to users with multiple entry points on different services and selling then more services over time to a customer which of course drives up its average contract value and its lifetime value at the same time the company continues to innovate and add new services at a very rapid cloud-like Pace you can think of cloudflare's initial Market entry as like a lightweight Cisco as a service the company's CFO actually he uses that term he calls it that which really must tick off Cisco who of course has a massive portfolio and a dominant Market position now because it owns the network cloudflare is a marginal cost of adding new Services is very small and goes towards zero so it's able to get software like economics at scale despite all this infrastructure that's building out so it doesn't have to constantly face the increasing infrastructure tax snowflake for example doesn't own its own network infrastructure as it grows it relies on AWS or Azure gcp and and while it gives the company obvious advantages it doesn't have to build out its own network it also requires them to constantly pay the tax and negotiate with hyperscalers for better rental rates now as previously mentioned Cloud Fair cloudflare claims that its utilization is very high probably higher than the hyperscalers who can spin up servers that they can charge for underutilized customer capacity cloudflare also has excellent Network traffic data that it can use to its Advantage with its Analytics the company has been rapidly innovating Beyond its original Core Business adding as I said before serverless zero trust offerings it has announced a database it calls its database D1 that's pretty creative and it's announced an object store called R2 that is S3 minus one both from the alphabet and the numeric I.E minus the egress cost saying no egress cost that's their big claim to fame and they've made a lot of marketing noise around about that and of course they've promised in our a D2 database which of course is R2D2 RR they've launched a developer platform cloudflare can be thought of kind of like first of all a modern CDN they've got a simpler security model that's how they compete for example with z-scaler that brings uh they also bring VPN sd-wan and DDOS protection services that are that are part of the network and they're less expensive than AWS that's kind of their sort of go to market and messaging and value proposition and they're positioning themselves as a neutral Network that can connect across multiple clouds now to be clear unlike AWS in particular cloudflare is not well suited to lift and shift your traditional apps like for instance sap Hana you're not going to run that in on cloudflare's platform rather the company started by making websites more secure and faster and it flew under the radar and much in the same way that clay Christensen described the disruption in the steel industry if you've seen that where new entrants picked off the low margin rebar business then moved up the stack we've used that analogy in the semiconductor business with arm and and even China cloudflare is running a similar playbook in the cloud and in the network so in the early part of the last decade as aws's ascendancy was becoming more clear many of us started thinking about how and where firms could compete and add value as AWS is becoming so dominant so for instance take an industry Focus you could do things like data sharing with snowflake eventually you know uh popularized you could build on top of clouds again snowflake is doing that as are others you could build private clouds and of course connect to hybrid clouds but not many had the wherewithal and or the hutzpah to build out a Global Network that could serve as a connecting platform for cloud services cloudflare has traction in the market as it adds new services like zero trust and object store or database its Tam continues to grow here's a quick snapshot of cloudflare's financials relative to Z scalar which is both a competitor and a customer fastly which is a smaller CDN and Akamai a more mature CDN slash Edge platform cloudflare and fastly both reported earnings this past week Cloud Fair Cloud flare surpassed a billion dollar Revenue run rate but they gave tepid guidance and the stock got absolutely crushed today which is Friday but the company's business model is sound it's growing close to 50 annually it has sas-like gross margins in the mid to high 70s and it's it it's got a very strong balance sheet and a 13x revenue run rate multiple in fact it's Financial snapshot is quite close to that of z-scaler which is kind of interesting which zinc sailor of course doesn't own its own network that's a pure play software company fastly is much smaller and growing more slowly than cloudflare hence its lower multiple well Akamai as you can see is a more mature company but it's got a nice business now on its earnings call this week cloudflare announced that its head of sales was stepping down and the company has brought in a new leader to take the firm to five billion dollars in sales I think actually its current sales leader felt like hey you know my work is done here bring on somebody else to take it to the next level the company is promising to be free cash flow positive by the end of the year and is working hard toward its long-term financial model or so working towards sorry it's a long-term financial model with gross margin Targets in the mid 70s it's targeting 20 non-gaap operating margins so so solid you know very solid not like completely off the charts but you know very good and to our knowledge it has not committed to a long-term growth rate but at that sort of operating profit level you would like to see growth be consistently at least in the 20 range so they could at least be a rule of 40 company or perhaps even even five even higher if they're going to continue to command a premium valuation okay let's take a look at the ETR data ETR is very positive on cloudflare and has recently published a report on the company like many companies cloudflare is seeing an across the board slowdown in spending velocity we've reported on this quite extensively using the ETR data to quantify the degree to that Slowdown and on the data set with ETR we see that many customers they're shifting their spend to Flat spend you know plus or minus let's say you know single digits you know two three percent or even zero or in the market we're seeing a shift from paid to free tiers remember cloudflare offers a lot of free services as you're seeing customers maybe turn off the pay for a while and going with the freebie but we're also seeing some larger customers in the data and the fortune 1000 specifically they're actually spending more which was confirmed on cloudflare's earnings call they did say everything across the board was softer but they did also indicate that some of their larger customers are actually growing faster than their smaller customers and their churn is very very low here's a two-dimensional graphic we'd like to share this view a lot it's got Net score or spending momentum on the vertical axis and overlap or pervasiveness in the survey on the horizontal axis and this cut isolates three segments in the etrs taxonomy that cloudflare plays in Cloud security and networking now the table inserted in that upper left there shows the raw data which informs the position of each company in the dots with Net score in the ends listed in that rightmost column the red dotted line indicates a highly elevated Net score and finally we posted the breakdown those colors in the bottom right of cloudflare's Net score the lime green that's new adoptions the forest green is we're spending more six percent or more the gray is flat plus or minus uh five percent and you can see that the majority of customers you can see that's the majority of the customers that gray area the pink is we're spending Less in other words down six percent or worse and the bright red is churn which is minimal one percent very good indicator for for cloudflare what you do to get etr's proprietary Net score and they've done this for many many quarters so we have that time series data you subtract the Reds from the greens and that's Net score cloudflare is at 39 just under that magic red line now note that cloudflare and zscaler are right on top of each other Cisco has a dominant position on the x-axis that cloudflare and others are eyeing AWS is also dominant but note that its Net score is well above the red dotted line it's incredible Palo Alto networks is also very impressive it's got both a strong presence on the horizontal axis and it's got a Net score that's pretty comparable to cloudflare and z-scaler to much smaller companies Akamai is actually well positioned for a reasonably mature company and you can see fastly ATT Juniper and F5 have far less spending momentum on their platforms than does cloudflare but at least they are in positive Net score territory so what's going to be really interesting to see is whether cloudflare can continue to hold this momentum or even accelerate it as we've seen with some other clouds as it scales its Network and keeps adding more and more services cloudflare has a couple of potential strategic vectors that we want to talk about and it'll be going to be interesting to see how that plays out Now One path is to compete more directly as a Cloud Player offering secure access Edge services like firewall as a service and zero Trust Services like data loss prevention email security from its area one acquisition and other zero trust offerings as well as Network Services like routing and network connectivity this is The Sweet Spot of the company load balancing many others and then add in things like Object Store and database Services more Edge services in the future it might be telecom like services such as Network switching for offices so that's one route and cloudflare is clearly on that path more services more cohorts at innovating and and growing the company and bringing in more Revenue increasing acvs and and increasing long-term value and keeping retention high now the other Vector is what we're just going to refer to as super cloud as an enabler of cross-cloud infrastructure this is new value uh relative to the former Vector that we were just talking about now the title of this episode is what multi-cloud should have been meaning cloudflare could be the control plane providing a consistent experience across clouds one that is fast and secure at global scale now to give you Insight on this let's take a look at some of the comments made by Matthew Prince the CEO and co-founder of cloudflare cloudflare put its R2 Object Store into public beta this past May and I believe it's storing around a petabyte of data today I think that's what they said in their call here's what Prince said about that quote we are talking to very large companies about moving more and more of their stored objects to where we can store that with R2 and one of the benefits is not only can we help them save money on the egress fees but it allows them to then use those object stores or objects across any of the different Cloud platforms they're that they're using so by being that neutral third party we can let people adopt a little bit of Amazon a little bit of Microsoft a little bit of Google a little bit of SAS vendors and share that data across all those different places so what's interesting about this in the super cloud context is it suggests that customers could take the best of each Cloud to power their digital businesses I might like AWS for in redshift for my analytic database or I love Google's machine learning Microsoft's collaboration and I'd like a consistent way to connect those resources but of course he's strongly hinting and has made many public statements that aws's egress fees are a blocker to that vision now at a recent investor event Matthew Prince added some color to this concept when he talked about one metric of success being how much R2 capacity was consumed and how much they sold but perhaps a more interesting Benchmark is highlighted by the following statement that he made he said a completely different measure of success for R2 is Andy jassy says I'm sick and tired of these guys meaning cloudflare taking our objects away we're dropping our egress fees to zero I would be so excited because we've then unlocked the ability to be the network that interconnects the cloud together now of course it would be Adam solipski who would be saying that or maybe Andy Jesse you know still watching over AWS and I think it's highly unlikely that that's going to happen anytime soon and that of course but but in theory gets us closer to the super cloud value proposition and to further drive that point home and we're paraphrasing a little bit his comments here he said something the effect of quote customers need one consistent control plane across clouds and we are the neutral Network that can be consistent no matter which Cloud you're using interesting right that Prince sees the world that's similar to if not nearly identical to the concepts that the cube Community has been putting forth around supercloud now this vision is a ways off let's be real Prince even suggested that his initial vision of an application running across multiple clouds you know that's like super cloud Nirvana isn't what customers are doing today that's that's really hard to do and perhaps you know it's never going to happen but there's a little doubt that cloudflare could be and is positioning itself as that cross-cloud control plane it has the network economics and the business model levers to pull it's got an edge up on the competition at the edge pun intended cloudflare is the definition of Edge and it's distributed platform it's decentralized platform is much better suited for Edge workloads than these giant data centers that are you know set up to to try and handle that today the the hyperscalers are building out you know their Edge networks things like outposts you know going out to the edge and other local zones Etc now cloudflare is increasingly competitive to the hyperscalers and those traditional Stacks that it depositioned on an earlier slide that we showed but you know the likes of AWS and Dell and hpe and Cisco and those others they're not sitting in their hands they have a huge huge customer install bases and they are definitely a moving Target they're investing and they're building out their own Super clouds with really robust stacks as well let's face it it's going to take a decade or more for Enterprises to adopt a developer platform or a new database Cloud plus cloudflare's capabilities when compared to incumbent stacks and the hyperscalers is much less robust in these areas and even in storage you know despite all the great conversation that R2 generated and the buzz you take a specialist like Wasabi they're more mature they're more functional and they're way cheaper even than cloudflare so you know it's not a fake a complete that cloudflare is going to win in those markets but we love the disruption and if cloudflare wants to be the fourth us-based hyperscaler or join the the big four as the as the fifth if we put Alibaba in the mix it's got a lot of work to do in the ecosystem by its own admission as much to learn and is part of the value by the way that it sees in its area one acquisition it's email security company that it bought but even in that case much of the emphasis has been on reseller channels compare that to the AWS ecosystem which is not only a channel play but is as much an innovation flywheel filling gaps where companies like snowflake Thrive side by side with aws's data stores as well all the on-prem stacks are building hybrid connections to AWS and other clouds as a means of providing consistent experiences across clouds indeed many of them see what they call cross-cloud services or what we call super cloud hyper cloud or whatever you know Mega Cloud you want to call it we use super cloud they are really eyeing that opportunity so very few companies frankly are not going after that space but we're going to close with this cloudflare is one of those companies that's in a position to wake up each morning and ask who can we disrupt today and very few companies are in a position to disrupt the hyperscalers to the degree that cloudflare is and that my friends is going to be fascinating to watch unfold all right let's call it a wrap I want to thank Alex Meyerson who's on production and manages the podcast as well as Ken schiffman who's our newest addition to the Boston Studio Kristen Martin and Cheryl Knight help us get the word out on social media and in our newsletters and Rob Hof is our editor-in-chief over at silicon angle thank you to all remember all these episodes are available as podcasts wherever you listen all you're going to do is search breaking analysis podcasts I publish each week on wikibon.com and siliconangle.com you can email me at david.velante at siliconangle.com or DM me at divalante if you comment on my LinkedIn posts and please do check out etr.ai they got the best survey data in the Enterprise Tech business this is Dave vellante for the cube insights powered by ETR thank you very much for watching and we'll see you next time on breaking analysis

>>Hello, welcome to the Cube here in Palo Alto, California. We're here for a preview of Ansible Fest 2022 this year in Chicago, in Person. And I'm here with Andreas. I've been on Craus, who's a senior manager for Ansible Technical Marketing at Red Hat. And just great to see you Cube alumni. Thanks for coming on and giving us a preview of what to expect at Ansible Fest. Thanks. >>No problem. Thanks for having us and thanks for everyone tuning in. >>You know, one of the things that's exciting this year is one, it's back in person from 2019 was the last in person Ansible Fest. Always a great event for folks doing it. Cloud native configuration management and automation, I think, and last year in our virtual event was the three things where automation, automation, automation kind of drove the point home. This year it's, it's more exciting than ever because if you look at the growth of Cloud Native, we're seeing a lot more traction in mainstream enterprises with Kubernetes. And obviously containers continue to grow with open source, powering everything under the coverage. So like this has like become such a whole nother inflection point this year more than ever. There's a focus on not just automation, but where the dots are gonna connect into the future. So I'd like to get your thoughts on what we're gonna expect this year at Ansible Fest. What's the themes? What do you, what do you see coming down the pike? What can people expect, >>People can really expect? Thanks. Thanks very much John. Really excited. So we're gonna see a lot of what we've seen before, right? So a little difference is from the previous onsite Ansel Fest is, I think we no longer have to say, you know, what's Ansible? We typically have had to say, you know, what is this Ansible thing? I don't know what this is. This is automation. I think we've gone beyond that and this is great. Ansible itself is now the defacto, what we believe is the de facto kind of automation language and Ansible automation platform is the defacto automation platform. So as you move into this year, we we're gonna be able to see, be able to really hone in on really having those beginners starting off much, much more quickly. But also those that have no and love Ansible for over the years to take that automation to the next level to, to new areas. Either new domains going beyond the data center, into the cloud, and then going beyond by all the partner certifications, integrations that we have. So it's a lot, it's just more of, of everything I think. So it's more for everyone all the time. So it's not, it's you, it's, it's no longer kind of a beginner's for everything, but we go all the way to kind of crawl, walk, run for this one. >>You know, it always surprises me every year, I'm always surprised by how great open source I remember every year. It's like, pinch me, This is amazing. If you're a developer right now, it's a good time to be coding because of open source growth is, is at an all time high, continues to grow, more projects are emerging. DevOps, which really came out of the ethos of the kind of the early days of the cloud and, and and scaling infrastructure was, was about infrastructure as code, which was the dream we all had in the late two thousands. If you remember right now that's happened. DevOps is now in the C I C D pipeline. Developers are shifting. Left cloud native hybrid actually now is a steady state and that's pretty well documented. What, what's next beyond infrastructures code? What's beyond the on premise cloud integration from a, from a, from a tech standpoint, what are you guys seeing around infrastructures, code, what's next and then what's beyond on premise? >>I think the big thing is scale, right? So we've always been able to kind of automate people, developers, as you said, DevOps, you can automate from your laptop, you can open up your laptop, download some open source Ansible and you know, automate your windows, your Linux, your network, no problem. But how do you actually operationalize that in an enterprise way across large teams, right? A global environment and then being able to like actually secure that, right? Security is such a big, sp a big piece of that now. So being able to actually apply automation securely in secure environments. So, and wrap all of that around cloud, right? So we've always been talking about a, you, you mentioned it on premises going into the cloud, right? So being able to operationalize in the cloud. So being able to automate cloud targets. So being able to automate aws, Azure GCP targets, but also running your automation on the cloud like say OpenShift. So being able to dynamically load load balance, create execution on demand for Ansible in OpenShift. So it's kind of hard and we, we hope that an Ansible fest will be able to kind of like demystify that from like when you hear, when you hear the word cloud and, and cloud native and hybrid cloud, it kind of goes in your head. We hope to kind of clear that up for folks at, at the fest. >>Certainly we're gonna talk about Super Cloud as well with the cube there. I wanna hear your thoughts real quick on the edge. You know, we gonna hear anything about the edge. This, this year, again, Edge has become hugely important, but yet it's not clear to a lot of people what that looks like. Are we gonna hear anything there? >>Absolutely. Edges is huge. And to some people I will say that when, when you say edge automation, it may not click to some folks, but if you were to say automating wireless access points in a branch office, you thinking, oh, okay, I can't now I know what you're talking about. Right? So a lot of people really may not have made the connection to what Edge Automation is because we, you know, maybe that hasn't been defined. And as we start moving into edge automation, we can start talking about extending, right? We're already talking about extending the data center, especially for network automation. So network automation no longer is in data center. You can now extend that out to the branch office to campus Wireless, right? And you can also extend that out into other areas such as industrial applications, right? If you wanna move a glue gun from one end of the warehouse to the other, you know, that has to be automated and we'll be able to be able to do that by means of some of the enhancements we made for that. >>What can customers and attendees who are gonna be there either in person and after remote hybrid expect us hear about Ansible's automation platform this year? What's gonna be some of the announcements? Can you tease a little bit out on what >>I can tease a little bit? Yeah. You know, day one's gonna be more of making me upleveling what you have today. I think you're gonna see some of the, the futures, right? A lot of the things around Edge, you'll hear something called event driven automation. So you, this is, this is very akin to maybe self-driving or self-healing or, you know, being able to automatically say event is triggered and then you can actually cause some automation to be spun up to actually remediate those things. So going beyond observability, right? Observability is great, but just observing problems is, is, you know, I can look at a million things wrong in my network, but if they're not being remediated, you know, it doesn't really mean much. So, you know, talking about event driven there is gonna be really hot. And then a lot of the other use cases in frameworks, you know, going beyond the configuration, I think, yeah, >>I think they develop things. Cool. And, and final question for you, because one of the things that last year we came away with was automation. What's that next automation at scale. Because remember, you know, we remember where we came from writing scripts, automating things from just basic scripting and, and configuration automation to full scale automation. That's become a big part and we see a lot of that in the cloud. Native conversations with containers and whatnot. How do you scale at, at, at, in the cloud with the cloud na hyperscalers. So again, the relationship with the hyperscalers and scale, what can we expect to hear there? >>Oh, everything from, so we'll be teasing out a little bit. You, you know that we have Ansible automation platform on Azure as a marketplace offering. We may be extending that to maybe some other hyperscalers. So making it super easy for customers or prospects to get automating quickly in their hyperscaler of choice, using their own means and, and, and methods and processes. And then going beyond that and ensuring security. So I mess in security again, how do you ensure that what you're in, what you're actually automating is part of like a security supply chain is part of your content or part of your playbooks and keeping things actually running well at scale, like you said, >>Okay, you got Azure, I'll put, I'll put my guessing hat on. There's only a few others in the pull from. That's awesome. Congratulations. And looking forward to the event, final word here. What's, what's, what do you see outcome at the end of the event? What's gonna, what's in your mind's eye? What's the, what's the outcome look like? >>Yeah, I, I just gotta do a shameless plug. I'm actually running the labs and workshops. So if you're in person or if you're not, you know, come check out the labs and workshops. We have four rooms. You can just camp out and just do hands on learning with workshop instructor led learnings or self-paced training. You can see me and all that. But I think the future learnings here is really trying to futureproof everyone's use cases. So actually, you know, you talk about ai, you talk about Cloud native, talking about other Red Hat products being, being part of that conversation with re and OpenShift, it's really a great time to, to be automating right now. >>And it's interesting. And the Ansible community that's well, well known. They all know each other and it's, it, I won't say niche, it's not niche anymore. It used to be one of those areas where super important for making things run now we need to take cloud and cloud scale. Horizontal scalability across multiple environments is kind of an Ansible thing, right? It's like you need to think about how to scale the Ansible concept. And I think that's the big exciting thing that I see with Cloud Native Andrews is this idea that, you know, what Ansible stood for back then now applies to almost all environments. So the automation, the scaling of, of, of configurations and tearing stuff down and standing things up with machines and software is just, I think, an incredible opportunity. And I think it operations is now in the developer's hands and data and security ops are front and center in, in all these conversations. And it's gonna be super exciting. Can't wait to, can't wait to hear. Okay. Thanks for coming on. I really appreciate it. Thanks for, for giving your opinion. >>All right. I appreciate it. Thank you very much for hosting us. See you and we'll see you there in Chicago. >>Okay. Andrew's been a creative senior manager and it's potential marketing to breaking it down, getting the preview on what's coming, expect to hear more about automation and how it's relevant at scale and, and all new things are happening with cloud native inflection point. We're living right now. So we'll see you there. Thanks for watching.

>>Welcome back everyone to the Cube's live coverage here in San Francisco of VMware Explorer, 2022. I'm John furrier with Dave ante coast of the hub. We're two sets, three days of wall to wall coverage. Our 12 year covering VMware's annual conference day, formerly world. Now VMware Explorer. We're kicking off day tube, no Sharma director of product management at Google cloud GCP. No Thankss for coming on the cube. Good to see you. >>Yeah. Very nice to see you as well. >>It's been a while. Google next cloud. Next is your event. We haven't been there cuz of the pandemic. Now you got an event coming up in October. You wanna give that plug out there in October 11th, UHS gonna be kind of a hybrid show. You guys with GCP, doing great. Getting up, coming up on in, in the rear with third place, Amazon Azure GCP, you guys have really nailed the developer and the AI and the data piece in the cloud. And now with VMware, with multicloud, you guys are in the mix in the universal program that they got here had been, been a partnership. Talk about the Google VMware relationship real quick. >>Yeah, no, I wanna first address, you know, us being in third place. I think when, when customers think about cloud transformation, you know, they, they, for them, it's all about how you can extract value from the data, you know, how you can transform your business with AI. And as far as that's concerned, we are in first place. Now coming to the VMware partnership, what we observed was, you know, you know, first of all, like there's a lot of data gravity built over the past, you know, 20 years in it, you know, and you know, VMware has, you know, really standardized it platforms. And when it comes to the data gravity, what we found was that, you know, customers want to extract the value that, you know, lives in that data as I was just talking about, but they find it hard to change architectures and, you know, bring those architectures into, you know, the cloud native world, you know, with microservices and so forth. >>Especially when, you know, these applications have been built over the last 20 years with off the shelf, you know, commercial off the shelf in, you know, systems you don't even know who wrote the code. You don't know what the IP address configuration is. And it's, you know, if you change anything, it can break your production. But at the same time, they want to take advantage of what the cloud has to offer. You know, the self-service the elasticity, you know, the, the economies of scale efficiencies of operation. So we wanted to, you know, bring CU, you know, bring the cloud to where the customer is with this service. And, you know, with, like I said, you know, VMware was the defacto it platform. So it was a no brainer for us to say, you know what, we'll give VMware in a native manner yeah. For our customers and bring all the benefits of the cloud into it to help them transform and take advantage of the cloud. >>It's interesting. And you called out that the, the advantages of Google cloud, one of the things that we've observed is, you know, VMware trying to be much more cloud native in their messaging and their positioning. They're trying to connect into that developer world for cloud native. I mean, Google, I mean, you guys have been cloud native literally from day one, just as a company. Yeah. Infrastructure wise, I mean, DevOps was an infrastructures code was Google's DNA. I, you had Borg, which became Kubernetes. Everyone kind of knows that in the history, if you, if you're in, in the, inside the ropes. Yeah. So as you guys have that core competency of essentially infrastructures code, which is basically cloud, how are you guys bringing that into the enterprise with the VMware, because that's where the puck is going. Right. That's where the use cases are. Okay. You got data clearly an advantage there, developers, you guys do really well with developers. We see that at say Coon and CNCF. Where's the use cases as the enterprise start to really figure out that this is now happening with hybrid and they gotta be more cloud native. Are they ramping up certain use cases? Can you share and connect the dots between what you guys had as your core competency and where the enterprise use cases are? >>Yeah. Yeah. You know, I think transformation means a lot of things, especially when you get into the cloud, you want to be not only efficient, but you also wanna make sure you're secure, right. And that you can manage and maintain your infrastructure in a way that you can reason about it. When, you know, when things go wrong, we took a very unique approach with Google cloud VMware engine. When we brought it to the cloud to Google cloud, what we did was we, we took like a cloud native approach. You know, it would seem like, you know, we are to say that, okay, VMware is cloud native, but in fact that's what we've done with this service from the ground up. One of the things we wanted to do was make sure we meet all the enterprise needs availability. We are the only service that gives four nines of SLA in a single site. >>We are the only service that has fully redundant networking so that, you know, some of the pets that you run on the VMware platform with your operational databases and the keys to the kingdom, you know, they can be run in a efficient manner and in a, in a, in a stable manner and, and, you know, in a highly available fashion, but we also paid attention to performance. One of our customers Mitel runs a unified communication service. And what they found was, you know, the high performance infrastructure, low latency infrastructure actually helps them deliver, you know, highly reliable, you know, communication experience to their customers. Right. And so, you know, we, you know, while, you know, so we developed the service from the ground up, making sure we meet the needs of these enterprise applications, but also wanted to make sure it's positioned for the future. >>Well, integrated into Google cloud VPC, networking, billing, identities, access control, you know, support all of that with a one stop shop. Right? And so this completely changes the game for, for enterprises on the outset, but what's more like we also have built in integration to cloud operations, you know, a single pane of glass for managing all your cloud infrastructure. You know, you have the ability to easily ELT into BigQuery and, you know, get a data transformation going that way from your operational databases. So, so I think we took a very like clean room ground from the ground of approach to make sure we get the best of both worlds to our customers. So >>Essentially made the VMware stack of first class citizen connecting to all the go Google tool. Did you build a bare metal instance to be able to support >>That? We, we actually have a very customized infrastructure to make sure that, you know, the experience that customers looking for in the VMware context is what we can deliver to them. And, and like I said, you know, being able to manage the pets in, in addition to the cattle that, that we are, we are getting with the modern containerized workloads. >>And, and it's not likely you did that as a one off, I, I would presume that other partners can potentially take advantage of that, that approach as well. Is that >>True? Absolutely. So one of our other examples is, is SAP, you know, our SAP infrastructure runs on very similar kind of, you know, highly redundant infrastructure, some, some parts of it. And, and then, you know, we also have in the same context partners such as NetApp. So, so customers want to, you know, truly, so, so there's two parts to it, right? One is to meet customers where they already are, but also take them to the future. And partner NetApp has delivered a cloud service that is well integrated into the platform, serves use cases like VDI serves use cases for, you know, tier two data protection scenarios, Dr. And also high performance context that customers are looking for, explain >>To people because think a lot of times people understand say, oh, NetApp, but doesn't Google have storage. Yeah. So explain that relationship and why that, that is complimentary. Yeah. And not just some kind of divergence from your strategy. >>Yeah. Yeah. No. So I think the, the idea here is NetApp, the NetApp platform living on-prem, you know, for, for so many years, it's, it's built a lot of capabilities that customers take advantage of. Right. So for example, it has the sta snap mirror capabilities that enable, you know, instant Dr. Of between locations and customers. When they think of the cloud, they are also thinking of heterogeneous context where some of the infrastructure is still needs to live on prem. So, you know, they have the Dr going on from the on-prem side using snap mirror, into Google cloud. And so, you know, it enables that entry point into the cloud. And so we believe, you know, partnering with NetApp kind of enables these high performance, you know, high, you know, reliability and also enables the customers to meet regulatory needs for, you know, the Dr. And data protection that they're looking for. And, >>And NetApp, obviously a big VMware partner as well. So I can take that partnership with VMware and NetApp into the Google cloud. >>Correct. Yeah. Yeah. It's all about leverage. Like I said, you know, meeting customers where they already are and ensuring that we smoothen their journey into the future rather than making it like a single step, you know, quantum leap. So to speak between two words, you know, I think, you know, I like to say like for the, for the longest time the cloud was being presented as a false choice between, you know, the infrastructure as of, of the past and the infrastructure of the future, like the red pill and the blue pill. Right. And, you know, we've, I like to say, like, I've, you know, we've brought, brought into the, into this context, the purple pill. Right. Which gives you really the best of both tools. >>Yeah. And this is a tailwind for you guys now, and I wanna get your thoughts on this and your differentiation around multi-cloud that's around the corner. Yeah. I mean, everyone now recognizes at least multi clouds of reality. People have workloads on AWS, Azure and GCP. That is technically multi-cloud. Yeah. Now the notion of spanning applications across clouds is coming certainly hybrid cloud is a steady state, which essentially DevOps on prem or edge in the cloud. So, so you have, now the recognition that's here, you guys are positioned well for this. How is that evolving and how are you positioning yourself with, and how you're differentiating around as clients start thinking, Hey, you know what, I can start running things on AWS and GCP. Yeah. And OnPrem in a really kind of a distributed way. Yeah. With abstractions and these things that people are talking about super cloud, what we call it. And, and this is really the conversations. Okay. What does that next future around the corner architecture look like? And how do you guys fit in, because this is an opportunity for you guys. It's almost, it's almost, it's like Wayne Gretsky, the puck is coming to you. Yeah. Yeah. It seems that way to me. What, how do you respond to >>That? Yeah, no, I think, you know, Raghu said, yes, I did yesterday. Right. It's all about being cloud smart in this new heterogeneous world. I think Google cloud has always been the most open and the most customer oriented cloud. And the reason I say that is because, you know, looking at like our Kubernetes platform, right. What we've enabled with Kubernetes and Antho is the ability for a customer to run containerized infrastructure in the same consistent manner, no matter what the platform. So while, you know, Kubernetes runs on GKE, you can run using Anthos on the VMware platform and you can run using Anthos on any other cloud on the planet in including AWS Azure. And, and so it's, you know, we, we take a very open, we've taken an open approach with Kubernetes to begin with, but, you know, the, the fact that, you know, with Anthos and this multicloud management experience that we can provide customers, we are, we are letting customers get the full freedom of an advantage of what multicloud has to has to offer. And I like to say, you know, VMware is the ES of ISAs, right. Cause cuz if you think about it, it's the only hypervisor that you can run in the same consistent manner, take the same image and run it on any of the providers. Right. And you can, you know, link it, you know, with the L two extensions and create a fabric that spans the world and, and, and multiple >>Products with, with almost every company using VMware. >>That's pretty much that's right. It's the largest, like the VMware network of, of infrastructure is the largest network on the planet. Right. And so, so it's, it's truly about enabling customer choice. We believe that every cloud, you know, brings its advantages and, you know, at the end of their day, the technology of, you know, capabilities of the provider, the differentiation of the provider need to stand on its merit. And so, you know, we truly embrace this notion of money. Those ops guys >>Have to connect to opportunities to connect to you, you guys in yeah. In, in the cloud. >>Yeah. Absolutely >>Like to ask you a question sort of about database philosophy and maybe, maybe futures a little bit, there seems to be two camps. I mean, you've got multiple databases, you got span for, you know, kind of global distributed database. You've got big query for analytics. There seems to be a trend in the industry for some providers to say, okay, let's, let's converge the transactions and analytics and kind of maybe eliminate the need to do a lot of Elting and others are saying, no, no, we want to be, be, you know, really precise and distinct with our capabilities and, and, and have be spoke set of capability, right. Tool for the right job. Let's call it. What's Google's philosophy in that regard. And, and how do you think about database in the future? >>So, so I think, you know, when it comes to, you know, something as general and as complex as data, right, you know, data lives in all ships and forms, it, it moves at various velocities that moves at various scale. And so, you know, we truly believe that, you know, customers should have the flexibility and freedom to put things together using, you know, these various contexts and, and, you know, build the right set of outcomes for themselves. So, you know, we, we provide cloud SQL, right, where customers can run their own, you know, dedicated infrastructure, fully managed and operated by Google at a high level of SLA compared to any other way of doing it. We have a database born in the cloud, a data warehouse born in the cloud BigQuery, which enables zero ops, you know, zero touch, you know, instant, you know, know high performance analytics at scale, you know, span gives customers high levels of reliability and redundancy in, in, in a worldwide context. So with, with, with extreme levels of innovation coming from, you know, the, the, the NTP, you know, that happen across different instances. Right? So I, you know, I, we, we do think that, you know, data moves a different scale and, and different velocity and, and, you know, customers have a complex set of needs. And, and so our portfolio of database services put together can truly address all ends of the spectrum. >>Yeah. And we've certainly been following you guys at CNCF and the work that Google cloud's doing extremely strong technical people. Yeah. Really open source focused, great products, technology. You guys do a great job. And I, I would imagine, and it's clear that VMware is an opportunity for you guys, given the DNA of their customer base. The installed base is huge. You guys have that nice potential connection where these customers are kind of going where its puck is going. You guys are there now for the next couple minutes, give a, give a plug for Google cloud to the VMware customer base out there. Yeah. Why Google cloud, why now what's in it for them? What's the, what's the value parts? Give the, give the plug for Google cloud to the VMware community. >>Absolutely. So, so I think, you know, especially with VMware engine, what we've built, you know, is truly like a cloud native next generation enterprise platform. Right. And it does three specific things, right? It gives you a cloud optimized experience, right? Like the, the idea being, you know, self-service efficiencies, economies, you know, operational benefits, you get that from the platform and a customer like Mitel was able to take advantage of that. Being able to use the same platform that they were running in their co-located context and migrate more than a thousand VMs in less than 90 days, something that they weren't able to do for, for over two years. The second aspect of our, you know, our transformation journey that we enable with this service is cloud integration. What that means is the same VPC experience that you get in the, the, the networking global networking that Google cloud has to offer. >>The VMware platform is fully integrated into that. And so the benefits of, you know, having a subnet that can live anywhere in the world, you know, having multi VPC, but more importantly, the benefits of having these Google cloud services like BigQuery and span and cloud operations management at your fingertips in the same layer, three domain, you know, just make an IP call and your data is transformed into BigQuery from your operational databases and car four. The retailer in Europe actually was able to do that with our service. And not only that, you know, do do the operational transform into BigQuery, you know, from their, the data gravity living in VMware on, on VMware engine, but they were able to do it in, you know, cost effective, a manner. They, they saved, you know, over 40% compared to the, the current context and also lower the co increase the agility of operations at the same time. >>Right. And so for them, this was extremely transf transformative. And lastly, we believe in the context of being open, we are also a very partner friendly cloud. And so, you know, customers come bring VMware platform because of all the, it, you know, ecosystem that comes along with it, right. You've got your VM or your Zerto or your rubric, or your capacity for data protection and, and backup. You've got security from Forex, tha fortunate, you know, you've got, you know, like we'd already talked about NetApp storage. So we, you know, we are open in that technology context, ISVs, you know, fully supported >>Integrations key. Yeah, >>Yeah, exactly. And, and, you know, that's how you build a platform, right? Yeah. And so, so we enable that, but, but, you know, we also enable customers getting into the future, going into the future, through their AI, through the AI capabilities and services that are once again available at, at their fingertips. >>Soo, thanks for coming on. Really appreciate it. And, you know, as super clouds, we call it, our multi-cloud comes around the corner, you got the edge exploding, you guys do a great job in networking and security, which is well known. What's your view of this super cloud multi-cloud world. What's different about it? Why isn't it just sass on cloud what's, what's this next gen cloud really about it. You had to kind of kind explain that to, to business folks and technical folks out there. Is it, is it something unique? Do you see a, a refactoring? Is it something that does something different? Yeah. What, what doesn't make it just SAS. >>Yeah. Yeah. No, I think that, you know, there's, there's different use cases that customers have have in mind when they, when they think about multi-cloud. I think the first thing is they don't want to have, you know, all eggs in a single basket. Right. And, and so, you know, it, it helps diversify their risk. I mean, and it's a real problem. Like you, you see outages in, you know, in, in availability zones that take out entire businesses. So customers do wanna make sure that they're not, they're, they're able to increase their availability, increase their resiliency through the use of multiple providers, but I think so, so that's like getting the same thing in different contexts, but at the same time, the context is shifting right. There is some, there's some data sources that originate, you know, elsewhere and there, the scale and the velocity of those sources is so vast, you know, you might be producing video from retail stores and, you know, you wanna make sure, you know, this, this security and there's, you know, information awareness built about those sources. >>And so you want to process that data, add the source and take instant decisions with that proximity. And that's why we believe with the GC and, you know, with, with both, both the edge versions and the hosted versions, GDC stands for Google, Google distributed cloud, where we bring the benefit and value of Google cloud to different locations on the edge, as well as on-prem. And so I think, you know, those kinds of contexts become important. And so I think, you know, we, you know, we are not only do we need to be open and pervasive, you know, but we also need to be compatible and, and, and also have the proximity to where information lives and value lives. >>Minish. Thanks for coming on the cube here at VMware Explorer, formerly world. Thanks for your time. Thank >>You so much. Okay. >>This is the cube. I'm John for Dave ante live day two coverage here on Moscone west lobby for VMware Explorer. We'll be right back with more after the short break.

>>Good morning, everyone. Welcome back to the Cube's coverage of snowflake summit 22 live from Caesar's forum in Las Vegas. Lisa Martin, here with Dave Valante. This is day three of our coverage. We've had an amazing, amazing time. Great conversations talking with snowflake executives, partners, customers. We're gonna be digging into data mesh with data.world. Please welcome John loins, the chief product officer. Great to have you on the program, John, >>Thank you so much for, for having me here. I mean, the summit, like you said, has been incredible, so many great people, so such a good time, really, really nice to be back in person with folks. >>It is fabulous to be back in person. The fact that we're on day four for, for them. And this is the, the solution showcase is as packed as it is at 10 11 in the morning. Yeah. Is saying something >>Yeah. Usually >>Chopping at the bit to hear what they're doing and innovate. >>Absolutely. Usually those last days of conferences, everybody starts getting a little tired, but we're not seeing that at all here, especially >>In Vegas. This is impressive. Talk to the audience a little bit about data.world, what you guys do and talk about the snowflake relationship. >>Absolutely data.world is the only true cloud native enterprise data catalog. We've been an incredible snowflake partner and Snowflake's been an incredible partner to us really since 2018. When we became the first data catalog in the snowflake partner connect experience, you know, snowflake and the data cloud make it so possible. And it's changed so much in terms of being able to, you know, very easily transition data into the cloud to break down those silos and to have a platform that enables folks to be incredibly agile with data from an engineering and infrastructure standpoint, data out world is able to provide a layer of discovery and governance that matches that agility and the ability for a lot of different stakeholders to really participate in the process of data management and data governance. >>So data mesh basically Jamma, Dani lays out the first of all, the, the fault domains of existing data and big data initiatives. And she boils it down to the fact that it's just this monolithic architecture with hyper specialized teams that you have to go through and it just slows everything down and it doesn't scale. They don't have domain context. So she came up with four principles if I may, yep. Domain ownership. So push it out to the businesses. They have the context they should own the data. The second is data as product. We're certainly hearing a lot about that today this week. The third is that. So that makes it sounds good. Push out the, the data great, but it creates two problems. Self-serve infrastructure. Okay. But her premises infrastructure should be an operational detail. And then the fourth is computational governance. So you talked about data CA where do you fit in those four principles? >>You know, honestly, we are able to help teams realize the data mesh architecture. And we know that data mesh is really, it's, it's both a process in a culture change, but then when you want to enact a process in a culture change like this, you also need to select the appropriate tools to match the culture that you're trying to build the process in the architecture that you're trying to build. And the data world data catalog can really help along all four of those axes. When you start thinking first about, let's say like, let's take the first one, you know, data as a product, right? We even like very meta of us from metadata management platform at the end of the day. But very meta of us. When you talk about data as a product, we track adoption and usage of all your data assets within your organization and provide program teams and, you know, offices of the CDO with incredible evented analytics, very detailed that gives them the right audit trail that enables them to direct very scarce data engineering, data architecture resources, to make sure that their data assets are getting adopted and used properly. >>On the, on the domain driven side, we are entirely knowledge graph and open standards based enabling those different domains. We have, you know, incredible joint snowflake customers like Prologis. And we chatted a lot about this in our session here yesterday, where, because of our knowledge graph underpinnings, because of the flexibility of our metadata model, it enables those domains to actually model their assets uniquely from, from group to group, without having to, to relaunch or run different environments. Like you can do that all within one day catalog platform without having to have separate environments for each of those domains, federated governance. Again, the amount of like data exhaust that we create that really enables ambient governance and participatory governance as well. We call it agile data governance, really the adoption of agile and open principles applied to governance to make it more inclusive and transparent. And we provide that in a way that Confederate across those means and make it consistent. >>Okay. So you facilitate across that whole spectrum of, of principles. And so what in the, in the early examples of data mesh that I've studied and actually collaborated with, like with JPMC, who I don't think is who's not using your data catalog, but hello, fresh who may or may not be, but I mean, there, there are numbers and I wanna get to that. But what they've done is they've enabled the domains to spin up their own, whatever data lakes, data, warehouses, data hubs, at least in, in concept, most of 'em are data lakes on AWS, but still in concept, they wanna be inclusive and they've created a master data catalog. And then each domain has its sub catalogue, which feeds into the master and that's how they get consistency and governance and everything else is, is that the right way to think about it? And or do you have a different spin on that? >>Yeah, I, I, you know, I have a slightly different spin on it. I think organizationally it's the right way to think about it. And in absence of a catalog that can truly have multiple federated metadata models, multiple graphs in one platform, I, that is really kind of the, the, the only way to do it, right with data.world. You don't have to do that. You can have one platform, one environment, one instance of data.world that spans all of your domains, enable them to operate independently and then federate across. So >>You just answered my question as to why I should use data.world versus Amazon glue. >>Oh, absolutely. >>And that's a, that's awesome that you've done now. How have you done that? What, what's your secret >>Sauce? The, the secret sauce era is really an all credit to our CTO. One of my closest friends who was a true student of knowledge graph practices and principles, and really felt that the right way to manage metadata and knowledge about the data analytics ecosystem that companies were building was through federated linked data, right? So we use standards and we've built a, a, an open and extensible metadata model that we call costs that really takes the best parts of existing open standards in the semantics space. Things like schema.org, DCA, Dublin core brings them together and models out the most typical enterprise data assets providing you with an ontology that's ready to go. But because of the graph nature of what we do is instantly accessible without having to rebuild environments, without having to do a lot of management against it. It's, it's really quite something. And it's something all of our customers are, are very impressed with and, and, and, and, you know, are getting a lot of leverage out of, >>And, and we have a lot of time today, so we're not gonna shortchange this topic. So one last question, then I'll shut up and let you jump in. This is an open standard. It's not open source. >>No, it's an open built on open standards, built on open standards. We also fundamentally believe in extensibility and openness. We do not want to vertically like lock you into our platform. So everything that we have is API driven API available. Your metadata belongs to you. If you need to export your graph, you know, instantly available in open machine readable formats. That's really, we come from the open data community. That was a lot of the founding of data.world. We, we worked a lot in with the open data community and we, we fundamentally believe in that. And that's enabled a lot of our customers as well to truly take data.world and not have it be a data catalog application, but really an entire metadata management platform and extend it even further into their enterprise to, to really catalog all of their assets, but also to build incredible integrations to things like corporate search, you know, having data assets show up in corporate Wiki search, along with all the, the descriptive metadata that people need has been incredibly powerful and an incredible extension of our platform that I'm so happy to see our customers in. >>So leasing. So it's not exclusive to, to snowflake. It's not exclusive to AWS. You can bring it anywhere. Azure GCP, >>Anytime. Yeah. You know where we are, where we love snowflake, look, we're at the snowflake summit. And we've always had a great relationship with snowflake though, and really leaned in there because we really believe Snowflake's principles, particularly around cloud and being cloud native and the operating advantages that it affords companies that that's really aligned with what we do. And so snowflake was really the first of the cloud data catalogs that we ultimately or say the cloud data warehouses that we integrated with and to see them transition to building really out the data cloud has been awesome. >>Talk about how data world and snowflake enable companies like per lodges to be data companies. These days, every company has to be a data company, but they, they have to be able to do so quickly to be competitive and to, to really win. How do you help them if we like up level the conversation to really impacting the overall business? >>That's a great question, especially right now, everybody knows. And pro is a great example. They're a logistics and supply chain company at the end of the day. And we know how important logistics and supply chain is nowadays and for them and for a lot of our customers. I think one of the advantages of having a data catalog is the ability to build trust, transparency and inclusivity into their data analytics practice by adopting agile principles, by adopting a data mesh, you're able to extend your data analytics practice to a much broader set of stakeholders and to involve them in the process while the work is getting done. One of the greatest things about agile software development, when it became a thing in the early two thousands was how inclusive it was. And that inclusivity led to a much faster ROI on software projects. And we see the same thing happening in data analytics, people, you know, we have amazing data scientists and data analysts coming up with these insights that could be business changing that could make their company significantly more resilient, especially in the face of economic uncertainty. >>But if you have to sit there and argue with your business stakeholders about the validity of the data, about the, the techniques that were used to do the analysis, and it takes you three months to get people to trust what you've done, that opportunity's passed. So how do we shorten those cycles? How do we bring them closer? And that's, that's really a huge benefit that like Prologis has, has, has realized just tightening that cycle time, building trust, building inclusion, and making sure ultimately humans learn by doing, and if you can be inclusive, it, even, it even increases things like that. We all want to, to, to, to help cuz Lord knows the world needs it. Things like data literacy. Yeah. Right. >>So data.world can inform me as to where on the spectrum of data quality, my data set lives. So I can say, okay, this is usable, shareable, you know, exactly of gold standard versus fix this. Right. Okay. Yep. >>Yep. >>That's yeah. Okay. And you could do that with one data catalog, not a bunch of >>Yeah. And trust trust is really a multifaceted and multi multi-angle idea, right? It's not just necessarily data quality or data observability. And we have incredible partnerships in that space, like our partnership with, with Monte Carlo, where we can ingest all their like amazing observability information and display that in a really like a really consumable way in our data catalog. But it also includes things like the lineage who touch it, who is involved in the process of a, can I get a, a, a question answered quickly about this data? What's it been used for previously? And do I understand that it's so multifaceted that you have to be able to really model and present that in a way that's unique to any given organization, even unique within domains within a single organization. >>If you're not, that means to suggest you're a data quality. No, no supplier. Absolutely. But your partner with them and then that you become the, the master catalog. >>That's brilliant. I love it. Exactly. And you're >>You, you just raised your series C 15 million. >>We did. Yeah. So, you know, really lucky to have incredible investors like Goldman Sachs, who, who led our series C it really, I think, communicates the trust that they have in our vision and what we're doing and the impact that we can have on organization's ability to be agile and resilient around data analytics, >>Enabling customers to have that single source of truth is so critical. You talked about trust. That is absolutely. It's no joke. >>Absolutely. >>That is critical. And there's a tremendous amount of business impact, positive business impact that can come from that. What are some of the things that are next for data.world that we're gonna see? >>Oh, you know, I love this. We have such an incredibly innovative team. That's so dedicated to this space and the mission of what we're doing. We're out there trying to fundamentally change how people get data analytics work done together. One of the big reasons I founded the company is I, I really truly believe that data analytics needs to be a team sport. It needs to go from, you know, single player mode to team mode and everything that we've worked on in the last six years has leaned into that. Our architecture being cloud native, we do, we've done over a thousand releases a year that nobody has to manage. You don't have to worry about upgrading your environment. It's a lot of the same story that's made snowflake. So great. We are really excited to have announced in March on our own summit. And we're rolling this suite of features out over the course of the year, a new package of features that we call data.world Eureka, which is a suite of automations and, you know, knowledge driven functionality that really helps you leverage a knowledge graph to make decisions faster and to operationalize your data in, in the data ops way with significantly less effort, >>Big, big impact there. John, thank you so much for joining David, me unpacking what data world is doing. The data mesh, the opportunities that you're giving to customers and every industry. We appreciate your time and congratulations on the news and the funding. >>Ah, thank you. It's been a, a true pleasure. Thank you for having me on and, and I hope, I hope you guys enjoy the rest of, of the day and, and your other guests that you have. Thank you. >>We will. All right. For our guest and Dave ante, I'm Lisa Martin. You're watching the cubes third day of coverage of snowflake summit, 22 live from Vegas, Dave and I will be right back with our next guest. So stick around.

>> (soft upbeat music) >> Announcer: From around the globe, it's the cube with digital coverage of Ansible Fest 2020, brought to you by RedHat. >> Hello, welcome to the cubes coverage of Ansible Fest 2020. We're not in person, we're virtual. I'm John Furrier , your host of theCube. We've got a great power panel here of RedHat engineers. We have Brad Thorton, Senior Principle Software Engineer for Ansible networking. Adam Miller, Senior Principle Software Engineer for Security and Jill Rouleau, who's the Senior Software Engineer for Ansible Cloud. Thanks for joining me today. Appreciate it. Thanks for coming on. >> Thanks. >> Good to be here. >> We're not in person this year because of COVID, a lot going on but still a lot of great news coming out of Ansible Fest this year. Last year, you guys launched a lot since last year. It's been awesome. Launched the new platform. The automation platform, grown the collections, certified collections community from five supported platforms to over 50, launched a lot of automation services catalog. Brad let's start with you. Why are customers successful with Ansible in networking? >> Why are customers successful with Ansible in networking? Well, let's take a step back to a bit of classic network engineering, right? Lots of CLI interaction with the terminal, a real opportunity for human error there. Managing thousands of devices from the CLI becomes very difficult. I think one of the reasons why Ansible has done well in the networking space and why a lot of network engineers find it very easy to use is because you can still see an attack at the CLI. But what we have the ability to do is pull information from the same COI that you were using manually, and showed that as structured data and then let you return that structured data and push it back to the configuration. So what you get when you're using Ansible is a way to programmatically interface and do configuration management across your entire fleet. It brings consistency and stability, and speed really to network configuration management. >> You know, one of the big hottest areas is, you know, I always ask the folks in the cloud what's next after cloud and pretty much unanimously it's edge, and edge is super important around automation, Brad. What's your thoughts on, as people start thinking about, okay, I need to have edge devices. How does automation play into that? And cause networking, edge it's kind of hand in hand there. So what's your thought on that? >> Yeah, for sure. It really depends on what infrastructure you have at the edge. You might be deploying servers at the edge. You may be administering IOT devices and really how you're directing that traffic either into edge compute or back to your data center. I think one of the places Ansible is going to be really critical is administering the network devices along that path from the edge, from IOT back to the data center, or to the cloud. >> Jill, when you have a Cloud, what's your thoughts on that? Because when you think about Cloud and Multicloud, that's coming around the horizon, you're looking at kind of the operational model. We talked about this a lot last year around having Cloud ops on premises and in the Cloud. What should customers think about when they look at the engineering challenges and the development challenges around Cloud? >> So cloud gets used for a lot of different things, right? But if we step back Cloud just means any sort of distributed applications, whether it's on prem in your own data center, on the edge, in a public hosted environment, and automation is critical for making those things work, when you have these complex applications that are distributed across, whether it's a rack, a data center or globally. You need a tool that can help you make sense of all of that. You've got to... We can't manage things just with, Oh, everything is on one box anymore. Cloud really just means that things have been exploded out and broken up into a bunch of different pieces. And there's now a lot more architectural complexity, no matter where you're running that. And so I think if you step back and look at it from that perspective, you can actually apply a lot of the same approaches and philosophies to these new challenges as they come up without having to reinvent the wheel of how you think about these applications. Just because you're putting them in a new environment, like at the edge or in a public Cloud or on a new, private on premise solution. >> It's interesting, you know, I've been really loving the cloud native action lately, especially with COVID, we're seeing a lot of more modern apps come out of that. If I could follow up there, how do you guys look at tools like Terraform and how does Ansible compare to that? Because you guys are very popular in the cloud configuration, you look at cloud native, Jill, your thoughts. >> Yeah. So Terraform and tools like that. Things like cloud formation or heat in the OpenStack world, they do really, really great at things like deploying your apps and setting up your stack and getting them out there. And they're really focused on that problem space, which is a hard problem space that they do a fantastic job with where Ansible tends to come in and a tool like Ansible is what do you do on day two with that application? How do you run an update? How do you manage it in the longterm of something like 60% of the workloads or cloud spend at least on AWS is still just EC2 instances. What do you do with all of those EC2 instances once you've deployed them, once they're in a stack, whether you're managing it, whatever tool you're managing it with, Ansible is a phenomenal way of getting in there and saying, okay, I have these instances, I know about them, but maybe I just need to connect out and run an update or add a package or reconfigure a service that's running on there. And I think you can glue these things together and use Ansible with these other stack deployment based tools really, really effectively. >> Real quick, just a quick followup on that. what's the big pain point for developers right now when they're looking at these tools? Because they see the path, what are some of the pain points that they're living right now that they're trying to overcome? >> I think one of the problems kind of coincidentally is we have so many tools. We're in kind of a tool explosion in the cloud space, right now. You could piece together as as many tools to manage your stack, as you have components in your stack and just making sense of what that landscape looks like right now and figuring out what are the right tools for the job I'm trying to do, that can be flexible and that are not going to box me into having to spend half of my engineering time, just managing my tools and making sense of all of that is a significant effort and job on its own. >> Yes, too many may add, would choke in years ago in the big data search, the tools, the tool train, one we call the tool shed, after a while, you don't know what's in the back, what you're using every day. People get comfortable with the right tools, but the platform becomes a big part of that thinking holistically as a system. And Adam, this comes back to security. There's more tools in the security space than ever before. Talking about tool challenges, security is the biggest tool shed everyone's got tools they'd buy everything, but you got to look at, what a platform looks like and developers just want to have the truth. And when you look at the configuration management piece of it, security is critical. What's your thoughts on the source of truth when it comes into play for these security appliances? >> So these are... Source of truth piece is kind of an interesting one because this is going to be very dependent on the organization. What type of brownfield environment they've developed, what type of things that they rely on, and what types of data they store there. So we have the ability for various sources of truth to come in for your inventory source and the types of information you store with that. This could be tagged information on a series of cloud instances or series about resources. This could be something you store in a network management tool or a CMDB. This could even be something that you put into a privilege access management system, such as, CyberArk or hashivault. Like those are the things and because of Ansible flexibility and because of the way that everything is put together in a pluggable nature, we have the capability to actually bring in all of these components from anywhere in a brownfield environment, in a preexisting infrastructure, as well as new decisions that are being made for the enterprise as I move forward. And, and we can bring all that together and be that infrastructure glue, be that automation component that can tie all these disjoint loosely coupled, or complete disc couple pieces, together. And that's kind of part of that, that security posture, remediation various levels of introspection into your environment, these types of things, as we go forward, and that's kind of what we're focusing on doing with this. >> What kind of data is stored in the source of truth? >> I mean... So what type of data? This could be credential. It could be single use credential access. This could be your inventory data for your systems, what target systems you're trying to do. It could be, various attributes of different systems to be able to classify them ,and codify them in different ways. It's kind of kind of depending, be configuration data. You know, we have the ability with some of the work that Brad and his team are doing to actually take unstructured data, make it structured, bullet into whatever your chosen source of truth is, store it, and then utilize that to, kind of decompose it into different vendors, specific syntax representations and those types of things. So we have a lot of different capability there as well. >> Brad, you were mentioned, do you have a talk on parsing, can you elaborate on that? And why should network operators care about that? >> Yeah, welcome to 2020. We're still parsing network configuration and operational state. This is an interesting one. If you had asked me years ago, did I think that we would be investing development time into parsing with Ansible network configurations? I would have said, "Well, I certainly hope not. "I hope programmability of network devices and the vendors "really have their API's in order." But I think what we're seeing is network containers are still comfortable with the command line. They're still very familiar with the command line and when it comes time to do operational state assessment and health assessment of your network, engineers are comfortable going to the command line and running show commands. So really what we're trying to do in the parsing space is not author brand new parking and parsing engine ourselves, but really leverage a lot of the open source tools that are already out there bringing them into Ansible, so network engineers can now harvest the critical information from usher operational state commands on their network devices. And then once they've gotten to the structure data, things get really interesting because now you can do entrance criteria checks prior to doing configuration changes, right? So if you want to ensure a network device has a very particular operational state, all the BGP neighbors are, for example before pushing configuration changes, what we have the ability to do now is actually parse the command that you would have run from the command line. Use that within a decision tree in your Ansible playbook, and only move forward when the configuration changes. If the box is healthy. And then once the configuration changes are made at the end, you run those same health checks to ensure that you're in a speck can do a steady state and are production ready. So parsing is the mechanism. It's the data that you get from the parsing that's so critical. >> If I had to ask you real quick, just while it's on my mind. You know, people want to know about automation. It's top of mind use case. What are some of these things around automation and configuration parsing, whether it's parsing to other configuration manager, what are the big challenges around automation? Because it's the Holy grail. Everyone wants it now. What are the couches? where's the hotspots that needs to be jumped on and managed carefully? Or the easiest low hanging fruit? >> Well, there's really two pieces to it, right? There's the technology. And then there's the culture. And, and we talk really about a culture of automation, bringing the team with you as you move into automation, ensuring that everybody has the tools and they're familiar with how automation is going to work and how their day job is going to change because of automation. So I think once the organization embraces automation and the culture is in place. On the technology side, low hanging fruit automation can be as simple as just using Ansible to push the commands that you would have previously pushed to the device. And then as your organization matures, and you mature along this kind of path of network automation, you're dealing with larger pieces, larger sections of the configuration. And I think over time, network engineers will become data managers, right? Because they become less concerned about the network, the vendors specific configuration, and they're really managing the data that makes up the configuration. And I think once you hit that part, you've won at automation because you can move forward with Ansible resource modules. You're well positioned to do NETCONF for RESTCONF or... Right once you've kind of grown to that it's the data that we need to be concerned about and it could fit (indistinct) and the operational state management piece, you're going to go through a transformation on the networking side. >> So you mentioned-- >> And one thing to note there, if I may, I feel like a piece of this too, is you're able to actually bridge teams because of the capability of Ansible, the breadth of technologies that we've had integrations with and our ability to actually bridge that gap between different technologies, different teams. Once you have that culture of automation, you can start to realize these DevOps and DevSecOps workflow styles that are top of everybody's mind these days. And that's something that I think is very powerful. And I like to try to preach when I have the opportunity to talk to folks about what we can do, and the fact that we have so much capability and so many integrations across the entire industry. >> That's a great point. DevSecOps is totally a hop on. When you have software and hardware, it becomes interesting. There's a variety of different equipment, on the security automation. What kind of security appliances can you guys automate? >> As of today, we are able to do endpoint management systems, enterprise firewalls, security information, and event management systems. We're able to do security orchestration, automation, remediation systems, privileged access management systems. We're doing some threat intelligence platforms. And we've recently added to the I'm sorry, did I say intrusion detection? We have intrusion detection and prevention, and we recently added endpoint security management. >> Huge, huge value there. And I think everyone's wants that. Jill, I've got to ask you about the Cloud because the modules came up. What use cases do you see the Ansible modules in for the public cloud? Because you got a lot of cloud native folks in public cloud, you've got enterprises lifting and shifting, there's a hybrid and multicloud horizon here. What's some of the use cases where you see those Ansible modules fitting well with public level. >> The modules that we have in public cloud can work across all of those things, you know. In our public clouds, we have support for Amazon web services, Azure GCP, and they all support your main services. You can spin up a Lambda, you can deploy ECS clusters, build AMI, all of those things. And then once you get all of that up there, especially looking at AWS, which is where I spend the most time, you get all your EC2 instances up, you can now pull that back down into Ansible, build an inventory from that. And seamlessly then use Ansible to manage those instances, whether they're running Linux or windows or whatever distro you might have them running, we can go straight from having deployed all of those services and resources to managing them and going between your instances in your traditional operating system management or those instances and your cloud services. And if you've got multiple clouds or if you still have on prem, or if you need to, for some reason, add those remote cloud instances into some sort of on-prem hardware load balancer, security endpoint, we can go between all of those things and glue everything together, fairly seamlessly. You can put all of that into tower and have one kind of view of your cloud and your hardware and your on-prem and being able to move things between them. >> Just put some color commentary on what that means for the customer in terms of, is it pain reduction, time savings? How would you classify their value? >> I mean, both. Instead of having to go between a number of different tools and say, "Oh, well for my on-prem, I have to use this. "But as soon as I shift over to a cloud, "I have to use these tools. "And, Oh, I can't manage my Linux instances with this tool "that only knows how to speak to, the EC2 to API." You can use one tool for all of these things. So like we were saying, bring all of your different teams together, give them one tool and one view for managing everything end to end. I think that's, that's pretty killer. >> All right. Now I get to the fun part. I want you guys to weigh in on the Kubernetes. Adam, if you can start with you, we'll start with you go in and tell us why is Kubernetes more important now? What does it mean? A lot of hype continues to be out there. What's the real meet around Kubernetes what's going on? >> I think the big thing is the modernization of the application development delivery. When you talk about Kubernetes and OpenShift and the capabilities we have there, and you talk about the architecture, you can build a lot of the tooling that you used to have to maintain, to be able to deliver sophisticated resilient architectures in your application stack, are now baked into the actual platform, so the container platform itself takes care of that for you and removes that complexity from your operations team, from your development team. And then they can actually start to use these primitives and kind of achieve what the cloud native compute foundation keeps calling cloud native applications and the ability to develop and do this in a way that you are able to take yourself out of some of the components you used to have to babysit a lot. And that becomes in also with the OpenShift operator framework that came out of originally Coral S, and if you go to operator hub, you're able to see these full lifecycle management stacks of infrastructure components that you don't... You no longer have to actually, maintain a large portion of what you start to do. And so the operator SDK itself, are actually developing these operators. Ansible is one of the automation capabilities. So there's currently three supported there's Ansible, there's one that you just have full access to the Golang API and then helm charts. So Ansible's specifically obviously being where we focus. We have our collection content for the... carries that core, and then also ReHat to OpenShift certified collection's coming out in, I think, a month or so. Don't hold me to the timeline. I'm shoving in trouble for that one, but we have those things going to come out. Those will be baked into the operator's decay that we fully supported by our customer base. And then we can actually start utilizing the Ansible expertise of your operations team to container native of the infrastructure components that you want to put into this new platform. And then Ansible itself is able to build that capability of automating the entire Kubernetes or OpenShift cluster in a way that allows you to go into a brownfield environment and automate your existing infrastructure, along with your more container native, futuristic next generation, net structure. >> Jill this brings up the question. Why don't you just use native public cloud resources versus Kubernetes and Ansible? What's the... What should people know about where you use that, those resources? >> Well, and it's kind of what Adam was saying with all of those brownfield deployments and to the same point, how many workloads are still running just in EC2 instances or VMs on the cloud. There's still a lot of tech out there that is not ready to be made fully cloud native or containerized or broken up. And with OpenShift, it's one more layer that lets you put everything into a kind of single environment instead of having to break things up and say, "Oh, well, this application has to go here. "And this application has to be in this environment.' You can do that across a public cloud and use a little of this component and a little of that component. But if you can bring everything together in OpenShift and manage it all with the same tools on the same platform, it simplifies the landscape of, I need to care about all of these things and look at all of these different things and keep track of these and are my tools all going to work together and are my tools secure? Anytime you can simplify that part of your infrastructure, I think is a big win. >> John: You know, I think about-- >> The one thing, if I may, Jill spoke to this, I think in the way that a architectural, infrastructure person would, but I want to try to really quick take the business analyst component of it as the hybrid component. If you're trying to address multiple footprints, both on prem, off prem, multiple public clouds, if you're running OpenShift across all of them, you have that single, consistent deployment and development footprint for everywhere. So I don't disagree with anything they said, I just wanted to focus specifically on... That piece is something that I find personally unique, as that was a problem for me in a past life. And that kind of speaks to me. >> Well, speaking of past lives-- >> Having me as an infrastructure person, thank you. >> Yeah. >> Well, speaking of past lives, OpenStack, you look at Jill with OpenStack, we've been covering the Cuba thing when OpenStack was rolling out back in the day, but you can also have private cloud. Where you used to... There's a lot of private cloud out there. How do you talk about that? How do people understand using public cloud versus the private cloud aspect of Ansible? >> Yeah, and I think there is still a lot of private cloud out there and I don't think that's a bad thing. I've kind of moved over onto the public cloud side of things, but there are still a lot of use cases that a lot of different industries and companies have that don't make sense for putting into public cloud. So you still have a lot of these on-prem open shift and on-prem OpenStack deployments that make a ton of sense and that are solving a bunch of problems for these folks. And I think they can all work together. We have Ansible that can support both of those. If you're a telco, you're not going to put your network function, virtualization on USC as to one in spot instances, right? When you call nine one one, you don't want that going through the public cloud. You want that to be on dedicated infrastructure, that's reliable and well-managed and engineered for that use case. So I think we're going to see a lot of ongoing OpenStack and on-prem OpenShift, especially with edge, enabling those types of use cases for a long time. And I think that's great. >> I totally agree with you. I think private cloud is not a bad thing at all. Things that are only going to accelerate my opinion. You look at the VM world, they talked about the telco cloud and you mentioned edge when five G comes out, you're going to have basically have private clouds everywhere, I guess, in my opinion. But anyway, speaking of VMware, could you talk about the Ansible VMware module real quick? >> Yeah, so we have a new collection that we'll be debuting at Ansible Fest this year bore the VMware REST API. So the existing VMware modules that we have usually SOAP API for VMware, and they rely on an external Python library that VMware provides, but with these fare 6.0 and especially in vSphere 6.5, VMware has stepped up with a REST API end point that we find is a lot more performance and offers a lot of options. So we built a new collection of VMware modules that will take advantage of that. That's brand new, it's a lighter way. It's much faster, we'll get better performance out of it. You know, reduced external requirements. You can install it and get started faster. And especially with these sphere seven, continuing to build on this REST API, we're going to see more and more interfaces being exposed so that we can take advantage. We plan to expand it as new interfaces are being exposed in that API, it's compatible with all of the existing modules. You can go back and forth, use your existing playbooks and start introducing these. But I think especially on the performance side, and especially as we get these larger clouds and more cloud deployments, edge clouds, where you have these private clouds and lots and lots of different places, the performance benefits of this new collection that we're trying to build is going to be really, really powerful for a lot of folks. >> Awesome. Brad, we didn't forget about you. We're going to bring you back in. Network automation has moved towards the resource modules. Why should people care about them? >> Yeah. Resource modules, excuse me. Probably I think having been a network engineer for so long, I think some of the most exciting work that has gone into Ansible network over the past year and a half, what the resource modules really do for you is they will reach out to network devices. They will pull back that network native, that vendor native configuration. While the resource module actually does the parsing for you. So there's none of that with the resource modules. And we returned structured data back to the user that represents the configuration. Going back to your question about source of truth. You can take that structure data, maybe for your interface CONFIG, your OSPF CONFIG, your access list CONFIG, and you can store that data in your source of truth under source of truth. And then where you are moving forward, is you really spend time as every engineer managing the data that makes up the configuration, and you can share that data across different platforms. So if you were to look at a lot of the resource modules, the data model that they support, it's fairly consistent between vendors. As an example, I can pull OSPF configuration from one vendor and with very small changes, push that OSPF configuration to a different vendor's platform. So really what we've tried to do with the resource modules is normalize the data model across vendors. It'll never be a hundred percent because there's functionality that exists in one platform that doesn't exist and that's exposed through the configuration, but where we could, we have normalized the data model. So I think it's really introducing the concept of network configuration management through data management and not through CLI commands anymore. >> Yeah, that's a great point. It just expands the network automation vision. And one of the things that's interesting here in this panel is you're talking about, cloud holistically, public multicloud, private hybrid security network automation as a platform, not just a tool, we're still going to have all kind of tools out there. And then the importance of automating the edge. I mean, that's a network game Brad. I mean, it's a data problem, right? I mean, we all know about networking, moving packets from here to there, but automating the data is critical and you give have bad data and you don't have... If you have misinformation, it sounds like our current politics, but you know, bad information is bad automation. I mean, what's your thoughts? How do you share that concept to developers out there? What should they be thinking about in terms of the data quality? >> I think that's the next thing we have to tackle as network engineers. It's not, do I have access to the data? You can get the data now for resource modules, you can get the data from NETCONF, from RESTCONF, you can get it from OpenConfig, you can get it from parsing. The question really is, how do you ensure the integrity and the quality of the data that is making up your configurations and the consistency of the data that you're using to look at operational state. And I think this is where the source of truth really becomes important. If you look at Git as a viable source of truth, you've got all the tools and the mechanisms within Git to use that as your source of truth for network configuration. So network engineers are actually becoming developers in the sense that they're using Git ops to worklow to manage configuration moving forward. It's just really exciting to see that transformation happen. >> Great panel. Thanks for everyone coming on, I appreciate it. We'll just end this by saying, if you guys could just quickly summarize Ansible fast 2020 virtual, what should people walk away with? What should your customers walk away with this year? What's the key points. Jill, we'll start with you. >> Hopefully folks will walk away with the idea that the Ansible community includes so many different folks from all over, solving lots of different, interesting problems, and that we can all come together and work together to solve those problems in a way that is much more effective than if we were all trying to solve them individually ourselves, by bringing those problems out into the open and working together, we get a lot done. >> Awesome, Brad? >> I'm going to go with collections, collections, collections. We introduced in last year. This year, they are real. Ansible2.10 that just came out is made up of collections. We've got certified collections on automation. We've got cloud collections, network collections. So they are here. They're the real thing. And I think it just gets better and deeper and more content moving forward. All right, Adam? >> Going last is difficult. Especially following these two. They covered a lot of ground and I don't really know that I have much to add beyond the fact that when you think about Ansible, don't think about it in a single context. It is a complete automation solution. The capability that we have is very extensible. It's very pluggable, which has a standing ovation to the collections and the solutions that we can come up with collectively. Thanks to ourselves. Everybody in the community is almost infinite. A few years ago, one of the core engineers did a keynote speech using Ansible to automate Philips hue light bulbs. Like this is what we're capable of. We can automate the fortune 500 data centers and telco networks. And then we can also automate random IOT devices around your house. Like we have a lot of capability here and what we can do with the platform is very unique and something special. And it's very much thanks to the community, the team, the open source development way. I just, yeah-- >> (Indistinct) the open source of truth, being collaborative all is what it makes up and DevOps and Sec all happening together. Thanks for the insight. Appreciate the time. Thank you. >> Thank you. I'm John Furrier, you're watching theCube here for Ansible Fest, 2020 virtual. Thanks for watching. (soft upbeat music)