>> from the Silicon Angle Media Office in Boston, Massachusetts. It's the cue now Here's your host Day Volonte. >> Hi, buddy. Welcome to the Special Cube conversation. My name is David Dante, and this is our series on partners. How partners and the Channel is adding value to help customers create business capabilities in this digital world. I'm here with John Barker, and he is the co founder and CEO of a company called Versatile Local New England partner of H P Ease. This is sponsored by HP and versatile John. Welcome to the Cube. Thanks for coming >> on. Well, thanks, David. Appreciate you having me here today. >> So tell us more about versatile. You've been business for a couple of decades. Plus, you have, ah, deep background. Tell us about versatile and your background. >> Your, uh, be happy to do that versa was found in 25 years ago. Said 25th anniversary and I probably would be lying if I didn't tell you. I probably would've been out of this business 25 years later, but it's a great business. It was fun about my partner and I, Kevin Meaney, like a lot of those stories have started on a picnic bench in a basement. Actually, so we've grown the company over the years. I think one of the things that's important, I have something important to our customers always had a great basin infrastructure. We've always had a great deal of engineering support from our company. From a company perspective, we feel like it was 25 years ago today. Making sure you've got a complete infrastructure in place for our customers is very important that you can layer on top of those applications that those customs need to run their business. >> Well, you've seen the waves. I mean, we kind of started in the business around the same time, and we sort of we watched that PC era when everything was PC centric. It was all about personal productivity. And we saw the Internet wave. And obviously, now you know, the cloud has been this huge disrupter. And now we've got this digital wave. What are the big trends that you're seeing in the marketplace with your customer? >> Well, clearly, you know, Cloud is not new in anywhere. It has certainly been here for several years now, but in a lot of cases, they're they're they're certainly companies were born in the clown who have gone there 100% right out of the gate. But in a lot of cases are more traditional business. A lot of our customers are taking steps to get there or to build further down there, take advantage of what can be some certainly cost saving opportunities, some convenience aspects associated with the cloud. But I think from a customer's perspective, there's a lot of new technology out there, and not that it wasn't true 10 years ago. But there's so much to understand and understand what makes the most sense for my firm. Might my operation. Can I securely move to the club, right? Can I can I adequately support all of my customers? And I think that's really where a lot of customers are at. They're really looking for guidance. They're trying to understand what all the choices are. How do I move there and who can help me get there? >> Yeah, and the pendulum swings. I mean, after the you know the dot com bust, everybody was focused on cutting costs. You know, the post wide to K of situation. It feels like now people are trying to figure out. How do I get competitive advantage? They C i t. And data a differentiator, and they don't want to get disrupted. They don't want to get uber rise. That's kind of the bromide. Presumably, you see that as well. How our customers looking at that cloud, both public cloud and hybrid cloud as a differentiator. Are they looking at it to cut costs? Are they looking at it, too? Support new APS and be more agile. What are you saying? >> I think it's a lot of those things, you know, I think throughout our history it was all about putting that kind of base infrastructure together and storing a lot of data in a lot of places, making sure it's secure to have a have a proper disaster recovery plan in place. There wasn't a whole lot of thought back then. What is all this data we're storing and how do we take advantage of it? That clearly is changing, right. So with the advent of analytics, we happen to a lot of work in the health care space, which really there's a treasure trove of data out there to kind of help in that space. I think It's from a health care perspective. Technology will be the savior. Despite the fact that I think most doctors certainly conditions that you would talk to you today, almost look at this a burden and that needs to change needs to move forward. >> Well, health care is a real challenge. I mean, obviously you have, you know, hippa considerations. You've got all its highly regulated industry. As you point out, docks have never really embraced technology in a big way. But now you've got you got machine to machine intelligence. You got all kinds of embedded stuff and medical devices, and I think doctors are realizing that while machines can actually help us make better diagnoses, and it's an industry that's ripe for disruption, it really hasn't been heavily disrupted yet. But it's coming, isn't it? >> Definitely is coming on Dhe and again, she only at the hospital level. I think that they're a little bit ahead of the game in terms of how they manage their resource. Is the data the applications down the clinician level? You know much like yourself. I'm sure if you had to visit it, I had an issue related to some kind of elements or injury. A lot of it's not going to hospitals anymore. We're going to clinics. Minute clinics were going to see our doctors and a lot of cases. Those facilities haven't necessarily benefited by technology refreshes over over the last several years. And so they're really right to come into the kind of the 21st century here, along with things like Tele Medicine. So you talk about from a physician standpoint who struggled with just any HR application, which continues to be somewhat of a burden for a lot of folks. Now they've got compliancy issues they need to worry about. They've got to be offering new service is to their customers into their patients like telemedicine creates. Even Maur issues on the back end. From a data perspective, storage perspective, compliance, accessibility and ease of use don't necessarily go together, right? Tough balance, right? And so I think that, you know, from an enforcement perspective, it's only really starting to start in the health care space where is maybe the commercial? Certainly the financial markets have had no choice over the last 10 to 12 years to really hard down their facilities, their applications and their access to data. This is a whole new challenge for the health care space to tackle here. Going forward. >> So versatile are experts at at infrastructure and architecture and architectures obviously changed a lot over the past 25 years, right? Usedto have a nap. And you, you'd put down infrastructure might have been, you know, Unix or a V M s or whatever it was. You build a hardened system around that security and boom. There was your your stovepipe. It worked. It was rock solid. How are architectures, you know, changing today? How would you describe that today? Today's architecture? >> Well, way we do a lot of work with Hewlett Packard Enterprise. We've been a platinum partner. There's for close to 20 years. And so we certainly gotten very engaged with them on their product sets around how they could manage data and certainly in the storage space around their intelligence data platform, which makes ah great deal of sense for us for our customers. We do several things in terms of how we manage data. We also do private cloud hosting for medical applications use. You know as well as we obviously put together solutions for our customers to be in the club, and so making sure that we're securing those those platforms in >> putting the proper >> infrastructure in place from storage perspective from a compute perspective than honesty from a network accessibility perspective is really, really quite important. I think in a lot of cases, both commercial and in the healthcare space especially there are so many new technologies that can saved customers money and provide better security over what they may have been doing in the past and sometimes in health care is not alone. Some of those changes are taking longer than they probably should. And that kind of the promise of what technique you can do to get to deliver to those verticals is here. It just takes a great deal of time to some degree to sit down on. The customers have to understand what your options are. What makes the most sense get them comfortable, obviously that the decisions they make the date is gonna be available, it's gonna be secure. It's gonna be easily accessible. >> So you guys come in with a holistic whole house view, obviously, so you're trying to help a customer achieve an outcome. So my question is what are you looking for? From, Ah, storage system partner. What? What's the ideal storage infrastructure? What do you need from storage? >> Sure. I mean, really, I think Intelligent analytics, which is really obviously something that Hewlett Packard enterprise has been, has really come on strong with especially were initially engaged with that animal product line. Which is to say that the machine itself is starting to take care of a lot of the things you would expect for your I t. Folks to have tea, either worry about or manage on. I think, part of the problem for all our customers. There's so many data points now. We talked a little bit earlier about the fact that the coyote is everywhere, whether it's commercial or in health care. You've got all sorts of devices. Now they're on the network that are providing some level of data back somewhere. How do you manage all that? And I think with info site tools from from HP Enterprise in the storage side, you're starting to get some analysts that they're taking it a much more proactive look at what the infrastructure is doing. Potential issues where you can make intelligent changes to improve performance obviously keep things secure. Those kinds of technologies really are gonna be the I think that a bit of the hope for if you will, whether it's health care, commercial, the amount of one I t cost I t personnel, they're very expensive. Obviously those resource is. And so if you could get intelligent deployments of solution, she's like that, then it can kind of take a huge bird. Enough of the I T department. They could go about working on project worked to a to a man to a woman. All the customers that we work with always feel like they're spending too much time kind of managing their infrastructure on. I do think that we're finally getting to the point where we've got tools that can help us really do that and reduce the amount of effort and somewhat costs that goes into that. ONDA also allow those resource is to start to work in the more strategic projects for the company's right. You know where the activity should be spent trying to either improve patient care and the health care side improved profitability in the commercial space. This is really you know, this is groundbreaking kind of tools that we just haven't seen in this industry. >> Yeah, this is key. I mean, 10 years ago, people were afraid a lot of this automation, I often joke, but it's really not a joke. If your expertise is managing lungs, you probably want to rethink your career. And so but But again, 10 years ago, people were afraid that that the automation was gonna take their jobs. We think today they realized, Wow, this train of digital transformation is left the station, and they want to shift their activities from things that air, not adding value to the business to your point, things that are more strategic. So from an infrastructure standpoint, how are you helping customers? You achieve those outcomes? >> I think from our perspective, we take a very consultative approach, right? And often times I think sometimes you can't see the forest through the trees. And a lot of these organizations, right? The too busy in their day to day jobs, trying to manage the day to day efforts to actually take a strategic view of you know what I got here? How do I improve all this? What kinds of technology should I really be? looking at, I think it's almost impossible, right? You know, we had a lot of very high end engineers who a lot of cases, wouldn't be comfortable going to a small or medium business to spend their career there because it would be that only set of infrastructure they would set up and then manage right. It becomes boring for those guys. A lot of cases, a lot of the ways that we've been able to retain our talents because we're looking at noon challenges every day. New companies with new challenges for for, for their corporations, for their health care organizations to kind of understand one of the issues. How do we come up with some solutions? How to implement a phased approach to get them where they need to be? >> You're talking really about your partnership with HP Previously, HP What is it about that partnership that is unique? How do you guys differentiate in the marketplace on why HP? >> Well, I think for us it was an easy decision. You know, HP Enterprise has always been very partner friendly, which is important. We've worked together for about 20 years on dhe, certainly from a technology perspective and I think for our customers there's a bit of leapfrogging that goes all of all of these vendors, right? So to some degree of somebody might have the best d'oh gizmo for this year, and someone's gonna have something six months later. But there's consistency there. The strategic kind of view of of how they see the world unraveling and how we how we support I t going forward is really, I think, a notch above some of their competitors. I think hybrid is very important. Everybody you know, I mentioned early there, some certainly some companies that make sense that could really almost go completely club. But in most cases, it's just not possible several several certainly of our customer base. That is not gonna be comfortable ever to some degree putting everything in the cloud, but the ability to take advantage of the cloud and keep their their some of their I p, if you will locally to them make some sense. And so I think, you know, for for hybrid cloud in hybrid storage and compute HPD really got advance HB Well, >> in a lot of that to John, I think, is bringing the cloud operating model to your data wherever it exists, especially in health care. People aren't just gonna throw all the healthcare data into the cloud. I mean, there's so many issues they're not, not the least of which is. There's a lot of data on Prem that you just don't want to move into the clouds. Too expensive is too time consuming. So then to me and I look youto comment on this, a lot of that is around the simplicity of managing that infrastructure and three part kind of years ago said a gold standard on simplicity. And now Nimble comes in with a lot of intelligent automation. Your thoughts on being able to bring that cloud model to on Prem or in a hybrid situation, Is that a sort of valid way to think about? >> Oh, absolutely, I think it is. And I think again I go back to health care a little bit. But every 18 months there's storage requirements double on top of that because of compliancy issues, they have to hang on to the data indefinitely. I mean, that's gotta be a frightening aspect for any storage manager who's trying to manage Ah health care organization, a large health care organization. I need to hang on absolutely everything. Email all my files. It's not 10 years, 15 years, it's indefinitely. So that's a a major, a major undertaking in terms of Hattaway. Manage all that, right? So So H P certainly got an array of ways. Thio help with that, whether it's all flash right for the applications that require that kind of speed, this multi multi layers of storage of deployment, backup solutions, right and D r options that obviously a lot to take advantage of cloud where it makes a lot of sense. So there's a multitude of things that they need to think about on. I do believe HP is addressing those quite well. >> How are you changing the way in which you're hiring people today versus you know of 10 15 years ago? What's the skill set profile today? >> It really has changed and, you know, as we talked about earlier, we've been in business for 25 years, and and I think our ability to stay in business for that long has really been our ability to adapt and change on your right. You are hiring practices and who we hire is very different than it was maybe even five years ago. Where I've got to get cloud level architects involved. Expensive but very worthwhile resource is to be able to help customers with all of this. I do think what we get to deliver to our customers, the fact that we've got a multitude hundreds and hundreds of customers and experiences that go along with that that we could bring to the table it just couldn't possibly do in their own. It's quite impossible mission in the largest of the largest organizations. You're not going to expose the kinds of challenges in putting together kinds of solutions that gonna solve customers problems without doing that. So it's been quite a different higher than it has been in the past. >> My last question for you. Think of a healthcare use case or any any customer. So they're struggling. They've got, you know, everybody's got budget constraints. The market's moving super fast. You got this cloud thing coming, Adam The edge I ot you know, machine intelligence A. I a same time they they've got an existing business to runner and 80% of their time, and their investment is on keeping the lights on. We hear that all the time. What's your advice to the customer? I'm sure this is a common story. They want to go from point A to point B transformed their business. They don't want to go broke doing it. They might not have. The resource is so what do you D'oh, How would you advise them? >> Well, look, I think and we struggle like a lot of use. A lot of partners in this world in this country, right? Even in this region. And so trying to differentiate yourself. And we like to think that we're better than everybody else and so does the other two or 3000. Probably surrounded here in the 50 mile radius is really do need to find a trusted advisor that can help you through that. I think one of the places that we start there are there's opportunity to get some fairly immediate return on investment. I think that's important because to your point there were challenges, their their budget constraints. How am I gonna do all that? That those two things kind of go in two different directions. But there are many of our customers, really, Whether it's in health care and even the commercial side who may be doing some old things, some old I t. Things that could be replaced, including the cloud in terms of how they may be. They may be using an old disaster recovery of method, right that you're paying a lot of money for lease lines. It's really kind of a cold site, you know. They might go there once a year to try to see if they can recreate all their applications and get the thing up and running. There's clearly a cloud opportunity in there to save them. >> A lot of money >> reinvest that. Maybe not sit on idle equipment that obviously costs money is under some kind of maintenance, and you need to obviously resource to sport that. So I think that's a good conversation. When you guys get in with a customer and start to talk about Look, there's probably some areas here. We could save you money. So, yes, we're gonna charge you some money to get there. But the return on that is gonna be gonna be much better than where you want today. >> I love that answer. So look, look for quick hits. Try to demonstrate some some savings and generate some cash. If you will think like a business person, use that as a gain share approach. Maybe go to the CFO and say, Hey, if we can save this money can be reinvested in innovation. Drive more business value than you get that flywheel effect and you can build up credibility in your organization. And that's how you get from Point A to point B. Without going broke, he actually can make money for the organization that >> absolutely it's a very good point because, you know, we talked about earlier. You know, I t has been under constraint for quite a while, right? And so again, back to the ability for those people to think and have enough time to get into shitty strategic conversations all by themselves. It's difficult, if not impossible. So they need. They need help, They need consultants and they need trusted advisors. But obviously you need to prove your worth. I do think if you could start someplace where you can demonstrate Look, we could save you some real money here over the next year. 18 months, Two years is a great place to start. >> John, thanks so much for coming in and sharing your insights and best of luck out there. >> Well, thank you. I appreciate it very much. >> You're welcome. All right. Thank you for watching everybody. This is Dave Volante with the Cube. Will see you next time.

>>from around the globe. It's the Cube presenting innovation for good, brought to you by on shape. >>Hello, everyone, and welcome to Innovation for Good Program, hosted by the Cuban. Brought to You by on Shape, which is a PTC company. My name is Dave Valentin. I'm coming to you from our studios outside of Boston. I'll be directing the conversations today. It's a very exciting, all live program. We're gonna look at how product innovation has evolved and where it's going and how engineers, entrepreneurs and educators are applying cutting edge, cutting edge product development techniques and technology to change our world. You know, the pandemic is, of course, profoundly impacted society and altered how individuals and organizations they're gonna be thinking about an approaching the coming decade. Leading technologists, engineers, product developers and educators have responded to the new challenges that we're facing from creating lifesaving products to helping students learn from home toe how to apply the latest product development techniques and solve the world's hardest problems. And in this program, you'll hear from some of the world's leading experts and practitioners on how product development and continuous innovation has evolved, how it's being applied toe positive positively affect society and importantly where it's going in the coming decades. So let's get started with our first session fueling Tech for good. And with me is John Hirschbeck, who is the president of the Suffers, a service division of PTC, which acquired on shape just over a year ago, where John was the CEO and co founder, and Dana Grayson is here. She is the co founder and general partner at Construct Capital, a new venture capital firm. Folks, welcome to the program. Thanks so much for coming on. >>Great to be here, Dave. >>All right, John. >>You're very welcome. Dana. Look, John, let's get into it for first Belated congratulations on the acquisition of Von Shape. That was an awesome seven year journey for your company. Tell our audience a little bit about the story of on shape, but take us back to Day zero. Why did you and your co founders start on shape? Well, >>actually, start before on shaping the You know, David, I've been in this business for almost 40 years. The business of building software tools for product developers and I had been part of some previous products in the industry and companies that had been in their era. Big changes in this market and about, you know, a little Before founding on shape, we started to see the problems product development teams were having with the traditional tools of that era years ago, and we saw the opportunity presented by Cloud Web and Mobile Technology. And we said, Hey, we could use Cloud Web and Mobile to solve the problems of product developers make their Their business is run better. But we have to build an entirely new system, an entirely new company, to do it. And that's what on shapes about. >>Well, so notwithstanding the challenges of co vid and difficulties this year, how is the first year been as, Ah, division of PTC for you guys? How's business? Anything you can share with us? >>Yeah, our first year of PTC has been awesome. It's been, you know, when you get acquired, Dave, you never You know, you have great optimism, but you never know what life will really be like. It's sort of like getting married or something, you know, until you're really doing it, you don't know. And so I'm happy to say that one year into our acquisition, um, PTC on shape is thriving. It's worked out better than I could have imagined a year ago. Along always, I mean sales are up. In Q four, our new sales rate grew 80% vs Excuse me, our fiscal Q four Q three. In the calendar year, it grew 80% compared to the year before. Our educational uses skyrocketing with around 400% growth, most recently year to year of students and teachers and co vid. And we've launched a major cloud platform using the core of on shape technology called Atlas. So, um, just tons of exciting things going on a TTC. >>That's awesome. But thank you for sharing some of those metrics. And of course, you're very humble individual. You know, people should know a little bit more about you mentioned, you know, we founded Solid Works, co founded Solid where I actually found it solid works. You had a great exit in the in the late nineties. But what I really appreciate is, you know, you're an entrepreneur. You've got a passion for the babies that you you helped birth. You stayed with the salt systems for a number of years. The company that quiet, solid works well over a decade. And and, of course, you and I have talked about how you participated in the the M I T. Blackjack team. You know, back in the day, a zai say you're very understated, for somebody was so accomplished. Well, >>that's kind of you, but I tend to I tend Thio always keep my eye more on what's ahead. You know what's next, then? And you know, I look back Sure to enjoy it and learn from it about what I can put to work making new memories, making new successes. >>Love it. Okay, let's bring Dana into the conversation. Hello, Dana. You look you're a fairly early investor in in on shape when you were with any A And and I think it was like it was a serious B, but it was very right close after the A raise. And and you were and still are a big believer in industrial transformation. So take us back. What did you see about on shape back then? That excited you. >>Thanks. Thanks for that. Yeah. I was lucky to be a early investment in shape. You know, the things that actually attracted me. Don shape were largely around John and, uh, the team. They're really setting out to do something, as John says humbly, something totally new, but really building off of their background was a large part of it. Um, but, you know, I was really intrigued by the design collaboration side of the product. Um, I would say that's frankly what originally attracted me to it. What kept me in the room, you know, in terms of the industrial world was seeing just if you start with collaboration around design what that does to the overall industrial product lifecycle accelerating manufacturing just, you know, modernizing all the manufacturing, just starting with design. So I'm really thankful to the on shape guys, because it was one of the first investments I've made that turned me on to the whole sector. And while just such a great pleasure to work with with John and the whole team there. Now see what they're doing inside PTC. >>And you just launched construct capital this year, right in the middle of a pandemic and which is awesome. I love it. And you're focused on early stage investing. Maybe tell us a little bit about construct capital. What your investment thesis is and you know, one of the big waves that you're hoping to ride. >>Sure, it construct it is literally lifting out of any what I was doing there. Um uh, for on shape, I went on to invest in companies such as desktop metal and Tulip, to name a couple of them form labs, another one in and around the manufacturing space. But our thesis that construct is broader than just, you know, manufacturing and industrial. It really incorporates all of what we'd call foundational industries that have let yet to be fully tech enabled or digitized. Manufacturing is a big piece of it. Supply chain, logistics, transportation of mobility or not, or other big pieces of it. And together they really drive, you know, half of the GDP in the US and have been very under invested. And frankly, they haven't attracted really great founders like they're on in droves. And I think that's going to change. We're seeing, um, entrepreneurs coming out of the tech world orthe Agnelli into these industries and then bringing them back into the tech world, which is which is something that needs to happen. So John and team were certainly early pioneers, and I think, you know, frankly, obviously, that voting with my feet that the next set, a really strong companies are going to come out of the space over the next decade. >>I think it's a huge opportunity to digitize the sort of traditionally non digital organizations. But Dana, you focused. I think it's it's accurate to say you're focused on even Mawr early stage investing now. And I want to understand why you feel it's important to be early. I mean, it's obviously riskier and reward e er, but what do you look for in companies and and founders like John >>Mhm, Um, you know, I think they're different styles of investing all the way up to public market investing. I've always been early stage investors, so I like to work with founders and teams when they're, you know, just starting out. Um, I happened to also think that we were just really early in the whole digital transformation of this world. You know, John and team have been, you know, back from solid works, etcetera around the space for a long time. But again, the downstream impact of what they're doing really changes the whole industry. And and so we're pretty early and in digitally transforming that market. Um, so that's another reason why I wanna invest early now, because I do really firmly believe that the next set of strong companies and strong returns for my own investors will be in the spaces. Um, you know, what I look for in Founders are people that really see the world in a different way. And, you know, sometimes some people think of founders or entrepreneurs is being very risk seeking. You know, if you asked John probably and another successful entrepreneurs, they would call themselves sort of risk averse, because by the time they start the company, they really have isolated all the risk out of it and think that they have given their expertise or what they're seeing their just so compelled to go change something, eh? So I look for that type of attitude experience a Z. You can also tell from John. He's fairly humble. So humility and just focus is also really important. Um, that there's a That's a lot of it. Frankly, >>Excellent. Thank you, John. You got such a rich history in the space. Uh, and one of you could sort of connect the dots over time. I mean, when you look back, what were the major forces that you saw in the market in in the early days? Particularly days of on shape on? And how is that evolved? And what are you seeing today? Well, >>I think I touched on it earlier. Actually, could I just reflect on what Dana said about risk taking for just a quick one and say, throughout my life, from blackjack to starting solid works on shape, it's about taking calculated risks. Yes, you try to eliminate the risk Sa's much as you can, but I always say, I don't mind taking a risk that I'm aware of, and I've calculated through as best I can. I don't like taking risks that I don't know I'm taking. That's right. You >>like to bet on >>sure things as much as you sure things, or at least where you feel you. You've done the research and you see them and you know they're there and you know, you, you you keep that in mind in the room, and I think that's great. And Dana did so much for us. Dana, I want to thank you again. For all that, you did it every step of the way, from where we started to to, you know, your journey with us ended formally but continues informally. Now back to you, Dave, I think, question about the opportunity and how it's shaped up. Well, I think I touched on it earlier when I said It's about helping product developers. You know, our customers of the people build the future off manufactured goods. Anything you think of that would be manufacturing factory. You know, the chair you're sitting in machine that made your coffee. You know, the computer you're using, the trucks that drive by on the street, all the covert product research, the equipment being used to make vaccines. All that stuff is designed by someone, and our job is given the tools to do it better. And I could see the problems that those product developers had that we're slowing them down with using the computing systems of the time. When we built solid works, that was almost 30 years ago. If people don't realize that it was in the early >>nineties and you know, we did the >>best we could for the early nineties, but what we did. We didn't anticipate the world of today. And so people were having problems with just installing the systems. Dave, you wouldn't believe how hard it is to install these systems. You need toe speck up a special windows computer, you know, and make sure you've got all the memory and graphics you need and getting to get that set up. You need to make sure the device drivers air, right, install a big piece of software. Ah, license key. I'm not making this up. They're still around. You may not even know what those are. You know, Dennis laughing because, you know, zero cool people do things like this anymore. Um, and it only runs some windows. You want a second user to use it? They need a copy. They need a code. Are they on the same version? It's a nightmare. The teams change, you know? You just say, Well, get everyone on the software. Well, who's everyone? You know, you got a new vendor today? A new customer tomorrow, a new employee. People come on and off the team. The other problem is the data stored in files, thousands of files. This isn't like a spreadsheet or word processor, where there's one file to pass around these air thousands of files to make one, even a simple product. People were tearing their hair out. John, what do we do? I've got copies everywhere. I don't know where the latest version is. We tried like, you know, locking people out so that only one person can change it At the time that works against speed, it works against innovation. We saw what was happening with Cloud Web and mobile. So what's happened in the years since is every one of the forces that product developers experience the need for speed, the need for innovation, the need to be more efficient with their people in their capital. Resource is every one of those trends have been amplified since we started on shape by a lot of forces in the world. And covert is amplified all those the need for agility and remote work cove it is amplified all that the same time, The acceptance of cloud. You know, a few years ago, people were like cloud, you know, how is that gonna work now They're saying to me, You know, increasingly, how would you ever even have done this without the cloud. How do you make solid works work without the cloud? How would that even happen? You know, once people understand what on shapes about >>and we're the >>Onley full SAS solution software >>as a service, >>full SAS solution in our industry. So what's happened in those years? Same problems we saw earlier, but turn up the gain, their bigger problems. And with cloud, we've seen skepticism of years ago turn into acceptance. And now even embracement in the cova driven new normal. >>Yeah. So a lot of friction in the previous environments cloud obviously a huge factor on, I guess. I guess Dana John could see it coming, you know, in the early days of solid works with, you know, had Salesforce, which is kind of the first major independent SAS player. Well, I guess that was late nineties. So his post solid works, but pre in shape and their work day was, you know, pre on shape in the mid two thousands. And and but But, you know, the bet was on the SAS model was right for Crick had and and product development, you know, which maybe the time wasn't a no brainer. Or maybe it was, I don't know, but Dana is there. Is there anything that you would invest in today? That's not Cloud based? >>Um, that's a great question. I mean, I think we still see things all the time in the manufacturing world that are not cloud based. I think you know, the closer you get to the shop floor in the production environment. Um e think John and the PTC folks would agree with this, too, but that it's, you know, there's reliability requirements, performance requirements. There's still this attitude of, you know, don't touch the printing press. So the cloud is still a little bit scary sometimes. And I think hybrid cloud is a real thing for those or on premise. Solutions, in some cases is still a real thing. What what we're more focused on. And, um, despite whether it's on premise or hybrid or or SAS and Cloud is a frictionless go to market model, um, in the companies we invest in so sass and cloud, or really make that easy to adopt for new users, you know, you sign up, started using a product, um, but whether it's hosted in the cloud, whether it's as you can still distribute buying power. And, um, I would I'm just encouraging customers in the customer world and the more industrial environment to entrust some of their lower level engineers with more budget discretionary spending so they can try more products and unlock innovation. >>Right? The unit economics are so compelling. So let's bring it, you know, toe today's you know, situation. John, you decided to exit about a year ago. You know? What did you see in PTC? Other than the obvious money? What was the strategic fit? >>Yeah, Well, David, I wanna be clear. I didn't exit anything. Really? You >>know, I love you and I don't like that term exit. I >>mean, Dana had exit is a shareholder on and so it's not It's not exit for me. It's just a step in the journey. What we saw in PTC was a partner. First of all, that shared our vision from the top down at PTC. Jim Hempleman, the CEO. He had a great vision for for the impact that SAS can make based on cloud technology and really is Dana of highlighted so much. It's not just the technology is how you go to market and the whole business being run and how you support and make the customers successful. So Jim shared a vision for the potential. And really, really, um said Hey, come join us and we can do this bigger, Better, faster. We expanded the vision really to include this Atlas platform for hosting other SAS applications. That P D. C. I mean, David Day arrived at PTC. I met the head of the academic program. He came over to me and I said, You know, and and how many people on your team? I thought he'd say 5 40 people on the PTC academic team. It was amazing to me because, you know, we were we were just near about 100 people were required are total company. We didn't even have a dedicated academic team and we had ah, lot of students signing up, you know, thousands and thousands. Well, now we have hundreds of thousands of students were approaching a million users and that shows you the power of this team that PTC had combined with our product and technology whom you get a big success for us and for the teachers and students to the world. We're giving them great tools. So so many good things were also putting some PTC technology from other parts of PTC back into on shape. One area, a little spoiler, little sneak peek. Working on taking generative design. Dana knows all about generative design. We couldn't acquire that technology were start up, you know, just to too much to do. But PTC owns one of the best in the business. This frustrated technology we're working on putting that into on shaping our customers. Um, will be happy to see it, hopefully in the coming year sometime. >>It's great to see that two way exchange. Now, you both know very well when you start a company, of course, a very exciting time. You know, a lot of baggage, you know, our customers pulling you in a lot of different directions and asking you for specials. You have this kind of clean slate, so to speak in it. I would think in many ways, John, despite you know, your install base, you have a bit of that dynamic occurring today especially, you know, driven by the forced march to digital transformation that cove it caused. So when you sit down with the team PTC and talk strategy. You now have more global resource is you got cohorts selling opportunities. What's the conversation like in terms of where you want to take the division? >>Well, Dave, you actually you sounds like we should have you coming in and talking about strategy because you've got the strategy down. I mean, we're doing everything said global expansion were able to reach across selling. We got some excellent PTC customers that we can reach reach now and they're finding uses for on shape. I think the plan is to, you know, just go, go, go and grow, grow, grow where we're looking for this year, priorities are expand the product. I mentioned the breath of the product with new things PTC did recently. Another technology that they acquired for on shape. We did an acquisition. It was it was small, wasn't widely announced. It, um, in an area related to interfacing with electrical cad systems. So So we're doing We're expanding the breath of on shape. We're going Maura, depth in the areas were already in. We have enormous opportunity to add more features and functions that's in the product. Go to market. You mentioned it global global presence. That's something we were a little light on a year ago. Now we have a team. Dana may not even know what we have. A non shape, dedicated team in Barcelona, based in Barcelona but throughout Europe were doing multiple languages. Um, the academic program just introduced a new product into that space that z even fueling more success and growth there. Um, and of course, continuing to to invest in customer success and this Atlas platform story I keep mentioning, we're going to soon have We're gonna soon have four other major PTC brands shipping products on our Atlas Saas platform. And so we're really excited about that. That's good for the other PTC products. It's also good for on shape because now there's there's. There's other interesting products that are on shape customers can use take advantage of very easily using, say, a common log in conventions about user experience there, used to invest of all they're SAS based, so they that makes it easier to begin with. So that's some of the exciting things going on. I think you'll see PTC, um, expanding our lead in SAS based applications for this sector for our our target, uh, sectors not just in, um, in cat and data management, but another area. PTC's Big and his augmented reality with of euphoria, product line leader and industrial uses of a R. That's a whole other story we should do. A whole nother show augmented reality. But these products are amazing. You can you can help factory workers people on, uh, people who are left out of the digital transformation. Sometimes we're standing from machine >>all day. >>They can't be sitting like we are doing Zoom. They can wear a R headset in our tools, let them create great content. This is an area Dana is invested in other companies. But what I wanted to note is the new releases of our authoring software. For this, our content getting released this month, used through the Atlas platform, the SAS components of on shape for things like revision management and collaboration on duh workflow activity. All that those are tools that we're able to share leverage. We get a lot of synergy. It's just really good. It's really fun to have a good time. That's >>awesome. And then we're gonna be talking to John MacLean later about that. Let's do a little deeper Dive on that. And, Dana, what is your involvement today with with on shape? But you're looking for you know, which of their customers air actually adopting. And they're gonna disrupt their industries. And you get good pipeline from that. How do you collaborate today? >>That sounds like a great idea. Um, Aziz, John will tell you I'm constantly just asking him for advice and impressions of other entrepreneurs and picking his brain on ideas. No formal relationship clearly, but continue to count John and and John and other people in on shaping in the circle of experts that I rely on for their opinions. >>All right, so we have some questions from the crowd here. Uh, one of the questions is for the dream team. You know, John and Dana. What's your next next collective venture? I don't think we're there yet, are we? No. >>I just say, as Dana said, we love talking to her about. You know, Dana, you just returned the compliment. We would try and give you advice and the deals you're looking at, and I'm sort of casually mentoring at least one of your portfolio entrepreneurs, and that's been a lot of fun for May on, hopefully a value to them. But also Dana. We uran important pipeline to us in the world of some new things that are happening that we wouldn't see if you know you've shown us some things that you've said. What do you think of this business? And for us, it's like, Wow, it's cool to see that's going on And that's what's supposed to work in an ecosystem like this. So we we deeply value the ongoing relationship. And no, we're not starting something new. I got a lot of work left to do with what I'm doing and really happy. But we can We can collaborate in this way on other ventures. >>I like this question to somebody asking With the cloud options like on shape, Wilmore students have stem opportunities s Oh, that's a great question. Are you because of sass and cloud? Are you able to reach? You know, more students? Much more cost effectively. >>Yeah, Dave, I'm so glad that that that I was asked about this because Yes, and it's extremely gratified us. Yes, we are because of cloud, because on shape is the only full cloud full SAS system or industry were able to reach. Stem education brings able to be part of bringing step education to students who couldn't get it otherwise. And one of most gratifying gratifying things to me is the emails were getting from teachers, um, that that really, um, on the phone calls that were they really pour their heart out and say We're able to get to students in areas that have very limited compute resource is that don't have an I T staff where they don't know what computer that the students can have at home, and they probably don't even have a computer. We're talking about being able to teach them on a phone to have an android phone a low end android phone. You can do three D modeling on there with on shape. Now you can't do it any other system, but with on shape, you could do it. And so the teacher can say to the students, They have to have Internet access, and I know there's a huge community that doesn't even have Internet access, and we're not able, unfortunately to help that. But if you have Internet and you have even an android phone, we can enable the educator to teach them. And so we have case after case of saving a stem program or expanding it into the students that need it most is the ones we're helping here. So really excited about that. And we're also able to let in addition to the run on run on whatever computing devices they have, we also offer them the tools they need for remote teaching with a much richer experience. Could you teach solid works remotely? Well, maybe if the student ran it had a windows workstation. You know, big, big, high end workstation. Maybe it could, but it would be like the difference between collaborating with on shape and collaborate with solid works. Like the difference between a zoom video call and talking on the landline phone. You know, it's a much richer experience, and that's what you need. And stem teaching stem is hard, So yeah, we're super super. Um, I'm excited about bringing stem to more students because of cloud yond >>we're talking about innovation for good, and then the discussion, John, you just had it. Really? There could be a whole another vector here. We could discuss on diversity, and I wanna end with just pointing out. So, Dana, your new firm, it's a woman led firm, too. Two women leaders, you know, going forward. So that's awesome to see, so really? Yeah, thumbs up on that. Congratulations on getting that off the ground. >>Thank you. Thank you. >>Okay, so thank you guys. Really appreciate It was a great discussion. I learned a lot and I'm sure the audience did a swell in a moment. We're gonna talk with on shaped customers to see how they're applying tech for good and some of the products that they're building. So keep it right there. I'm Dave Volonte. You're watching innovation for good on the Cube, the global leader in digital tech event coverage. Stay right there. >>Oh, yeah, it's >>yeah, yeah, around >>the globe. It's the Cube presenting innovation for good. Brought to you by on shape. >>Okay, we're back. This is Dave Volonte and you're watching innovation for good. A program on Cuba 3 65 made possible by on shape of PTC company. We're live today really live tv, which is the heritage of the Cube. And now we're gonna go to the sources and talkto on shape customers to find out how they're applying technology to create real world innovations that are changing the world. So let me introduce our panel members. Rafael Gomez Furberg is with the Chan Zuckerberg bio hub. A very big idea. And collaborative nonprofit was initiative that was funded by Mark Zuckerberg and his wife, Priscilla Chan, and really around diagnosing and curing and better managing infectious diseases. So really timely topic. Philip Tabor is also joining us. He's with silver side detectors, which develops neutron detective detection systems. Yet you want to know if early, if neutrons and radiation or in places where you don't want them, So this should be really interesting. And last but not least, Matthew Shields is with the Charlottesville schools and is gonna educate us on how he and his team are educating students in the use of modern engineering tools and techniques. Gentlemen, welcome to the Cuban to the program. This should be really interesting. Thanks for coming on. >>Hi. Or pleasure >>for having us. >>You're very welcome. Okay, let me ask each of you because you're all doing such interesting and compelling work. Let's start with Rafael. Tell us more about the bio hub and your role there, please. >>Okay. Yeah. So you said that I hope is a nonprofit research institution, um, funded by Mark Zuckerberg and his wife, Priscilla Chan. Um, and our main mission is to develop new technologies to help advance medicine and help, hopefully cure and manage diseases. Um, we also have very close collaborations with Universe California, San Francisco, Stanford University and the University California Berkeley on. We tried to bring those universities together, so they collaborate more of biomedical topics. And I manage a team of engineers. They by joining platform. Um, and we're tasked with creating instruments for the laboratory to help the scientist boats inside the organization and also in the partner universities Do their experiments in better ways in ways that they couldn't do before >>in this edition was launched Well, five years ago, >>it was announced at the end of 2016, and we actually started operation with at the beginning of 2017, which is when I joined, um, So this is our third year. >>And how's how's it going? How does it work? I mean, these things take time. >>It's been a fantastic experience. Uh, the organization works beautifully. Um, it was amazing to see it grow From the beginning, I was employee number 12, I think eso When I came in, it was just a nem P office building and empty labs. And very quickly we had something running about. It's amazing eso I'm very proud of the work that we have done to make that possible. Um And then, of course, that's you mentioned now with co vid, um, we've been able to do a lot of very cool work attire being of the pandemic in March, when there was a deficit of testing, uh, capacity in California, we spun up a testing laboratory in record time in about a week. It was crazy. It was a crazy project, Um, but but incredibly satisfying. And we ended up running all the way until the beginning of November, when the lab was finally shut down. We could process about 3000 samples a day. I think at the end of it all, we were able to test about 100 on the order of 100 and 50,000 samples from all over the state. We were providing free testing toe all of the Department of Public Health Department of Public Health in California, which at the media pandemic, had no way to do testing affordably and fast. So I think that was a great service to the state. Now the state has created that testing system that would serve those departments. So then we decided that it was unnecessary to keep going with testing in the other biopsy that would shut down. >>All right. Thank you for that. Now, Now, Philip, you What you do is mind melting. You basically helped keep the world safe. Maybe describe a little bit more about silver sod detectors and what your role is there and how it all works. >>Tour. So we make a nuclear bomb detectors and we also make water detectors. So we try and do our part thio keep the world from blowing up and make it a better place at the same time. Both of these applications use neutron radiation detectors. That's what we make. Put them out by import border crossing places like that. They can help make sure that people aren't smuggling. Shall we say very bad things. Um, there's also a burgeoning field of research and application where you can use neutrons with some pretty cool physics to find water so you could do things. Like what? A detector up in the mountains and measure snowpack. Put it out in the middle of the field and measure soil moisture content. And as you might imagine, there's some really cool applications in, uh, research and agronomy and public policy for this. >>All right, so it's OK, so it's a It's much more than, you know, whatever fighting terrorism, it's there's a riel edge or I kind of i o t application for what you guys >>do. We do both its's to plowshares. You might >>say a mat. I I look at your role is kind of scaling the brain power for for the future. Maybe tell us more about Charlottesville schools and in the mission that you're pursuing and what you do. >>Thank you. Um, I've been in Charlottesville City schools for about 11 or 12 years. I started their teaching, um, a handful of classes, math and science and things like that. But Thescore board and my administration had the crazy idea of starting an engineering program about seven years ago. My background is an engineering is an engineering. My masters is in mechanical and aerospace engineering and um, I basically spent a summer kind of coming up with what might be a fun engineering curriculum for our students. And it started with just me and 30 students about seven years ago, Um, kind of a home spun from scratch curriculum. One of my goals from the outset was to be a completely project based curriculum, and it's now grown. We probably have about six or 700 students, five or six full time teachers. We now have pre engineering going on at the 5th and 6th grade level. I now have students graduating. Uh, you know, graduating after senior year with, like, seven years of engineering under their belt and heading off to doing some pretty cool stuff. So it's It's been a lot of fun building a program and, um, and learning a lot in the process. >>That's awesome. I mean, you know, Cuba's. We've been passionate about things like women in tech, uh, diversity stem. You know, not only do we need more, more students and stem, we need mawr underrepresented women, minorities, etcetera. We were just talking to John Herstek and integrate gration about this is Do you do you feel is though you're I mean, first of all, the work that you do is awesome, but but I'll go one step further. Do you feel as though it's reaching, um, or diverse base? And how is that going? >>That's a great question. I think research shows that a lot of people get funneled into one kind of track or career path or set of interests really early on in their educational career, and sometimes that that funnel is kind of artificial. And so that's one of the reasons we keep pushing back. Um, so our school systems introducing kindergartners to programming on DSO We're trying to push back how we expose students to engineering and to stem fields as early as possible. And we've definitely seen the first of that in my program. In fact, my engineering program, uh, sprung out of an after school in Extracurricular Science Club that actually three girls started at our school. So I think that actually has helped that three girls started the club that eventually is what led to our engineering programs that sort of baked into the DNA and also our eyes a big public school. And we have about 50% of the students are under the poverty line and we e in Charlottesville, which is a big refugee town. And so I've been adamant from Day one that there are no barriers to entry into the program. There's no test you have to take. You don't have to have be taking a certain level of math or anything like that. That's been a lot of fun. To have a really diverse set of kids enter the program and be successful, >>that's final. That's great to hear. So, Philip, I wanna come back to you. You know, I think about maybe some day we'll be able to go back to a sporting events, and I know when I when I'm in there, there's somebody up on the roof looking out for me, you know, watching the crowd, and they have my back. And I think in many ways, the products that you build, you know, our similar. I may not know they're there, but they're keeping us safe or they're measuring things that that that I don't necessarily see. But I wonder if you could talk about a little bit more detail about the products you build and how they're impacting society. >>Sure, so There are certainly a lot of people who are who are watching, trying to make sure things were going well in keeping you safe that you may or may not be aware of. And we try and support ah lot of them. So we have detectors that are that are deployed in a variety of variety of uses, with a number of agencies and governments that dio like I was saying, ports and border crossing some other interesting applications that are looking for looking for signals that should not be there and working closely to fit into the operations these folks do. Onda. We also have a lot of outreach to researchers and scientists trying to help them support the work they're doing. Um, using neutron detection for soil moisture monitoring is a some really cool opportunities for doing it at large scale and with much less, um, expense or complication than would have been done. Previous technologies. Um, you know, they were talking about collaboration in the previous segment. We've been able to join a number of conferences for that, virtually including one that was supposed to be held in Boston, but another one that was held out of the University of Heidelberg in Germany. And, uh, this is sort of things that in some ways, the pandemic is pushing people towards greater collaboration than they would have been able to do. Had it all but in person. >>Yeah, we did. Uh, the cube did live works a couple years ago in Boston. It was awesome show. And I think, you know, with this whole trend toward digit, I call it the Force march to digital. Thanks to cove it I think that's just gonna continue. Thio grow. Rafael. What if you could describe the process that you use to better understand diseases? And what's your organization's involvement? Been in more detail, addressing the cove in pandemic. >>Um, so so we have the bio be structured in, Um um in a way that foster so the combination of technology and science. So we have to scientific tracks, one about infectious diseases and the other one about understanding just basic human biology, how the human body functions, and especially how the cells in the human body function on how they're organized to create tissues in the body. On Ben, it has this set of platforms. Um, mind is one of them by engineering that are all technology rated. So we have data science platform, all about data analysis, machine learning, things like that. Um, we have a mass spectrometry platform is all about mass spectrometry technologies to, um, exploit those ones in service for the scientist on. We have a genomics platform that it's all about sequencing DNA and are gonna, um and then an advanced microscopy. It's all about developing technologies, uh, to look at things with advanced microscopes and developed technologies to marry computation on microscopy. So, um, the scientists set the agenda and the platforms, we just serve their needs, support their needs, and hopefully develop technologies that help them do their experiments better, faster, or allow them to the experiment that they couldn't do in any other way before. Um And so with cove, it because we have that very strong group of scientists that work on have been working on infectious disease before, and especially in viruses, we've been able to very quickly pivot to working on that s O. For example, my team was able to build pretty quickly a machine to automatically purified proteins on is being used to purify all these different important proteins in the cove. It virus the SARS cov to virus Onda. We're sending some of those purified proteins all over the world. Two scientists that are researching the virus and trying to figure out how to develop vaccines, understand how the virus affects the body and all that. Um, so some of the machines we built are having a very direct impact on this. Um, Also for the copy testing lab, we were able to very quickly develop some very simple machines that allowed the lab to function sort of faster and more efficiently. Sort of had a little bit of automation in places where we couldn't find commercial machines that would do it. >>Um, eso Matt. I mean, you gotta be listening to this and thinking about Okay, So someday your students are gonna be working at organizations like like, like Bio Hub and Silver Side. And you know, a lot of young people they're just don't know about you guys, but like my kids, they're really passionate about changing the world. You know, there's way more important than you know, the financial angles and it z e. I gotta believe you're seeing that you're right in the front lines there. >>Really? Um, in fact, when I started the curriculum six or seven years ago, one of the first bits of feedback I got from my students is they said Okay, this is a lot of fun. So I had my students designing projects and programming microcontrollers raspberry, PiS and order we nose and things like that. The first bit of feedback I got from students was they said Okay, when do we get to impact the world? I've heard engineering >>is about >>making the world a better place, and robots are fun and all, but, you know, where is the real impact? And so um, dude, yeah, thanks to the guidance of my students, I'm baking that Maurin. Now I'm like day one of engineering one. We talk about how the things that the tools they're learning and the skills they're gaining, uh, eventually, you know, very soon could be could be used to make the world a better place. >>You know, we all probably heard that famous line by Jeff Hammer Barker. The greatest minds of my generation are trying to figure out how to get people to click on ads. I think we're really generally generationally, finally, at the point where young students and engineering a really, you know, a passionate about affecting society. I wanna get into the product, you know, side and understand how each of you are using on shape and and the value that that it brings. Maybe Raphael, you could start how long you've been using it. You know, what's your experience with it? Let's let's start there. >>I begin for about two years, and I switched to it with some trepidation. You know, I was used to always using the traditional product that you have to install on your computer, that everybody uses that. So I was kind of locked into that. But I started being very frustrated with the way it worked, um, and decided to give on ship chance. Which reputation? Because any change always, you know, causes anxiety. Um, but very quickly my engineers started loving it, Uh, just because it's it's first of all, the learning curve wasn't very difficult at all. You can transfer from one from the traditional product to entree very quickly and easily. You can learn all the concepts very, very fast. It has all the functionality that we needed and and what's best is that it allows to do things that we couldn't do before or we couldn't do easily. Now we can access the our cat documents from anywhere in the world. Um, so when we're in the lab fabricating something or testing a machine, any computer we have next to us or a tablet or on iPhone, we can pull it up and look at the cad and check things or make changes. That's something that couldn't do before because before you had to pay for every installation off the software for the computer, and I couldn't afford to have 20 installations to have some computers with the cat ready to use them like once every six months would have been very inefficient. So we love that part. And the collaboration features are fantastic, especially now with Kobe, that we have to have all the remote meetings eyes fantastic, that you can have another person drive the cad while the whole team is watching that person change the model and do things and point to things that is absolutely revolutionary. We love it. The fact that you have very, very sophisticated version control before it was always a challenge asking people, please, if you create anniversary and apart, how do we name it so that people find it? And then you end up with all these collection of files with names that nobody ever remembers, what they are, the person left. And now nobody knows which version is the right one. A mess with on shape on the version ING system it has, and the fact that you can go back in history off the document and go back to previous version so easily and then go back to the press and version and explore the history of the part that is truly, um, just world changing for us, that we can do that so easily on for me as a manager to manage this collection of information that is critical for our operations. It makes it so much easier because everything is in one place. I don't have to worry about file servers that go down that I have to administer that have to have I t taken care off that have to figure how to keep access to people to those servers when they're at home, and they need a virtual private network and all of that mess disappears. I just simply give give a person in accounting on shape and then magically, they have access to everything in the way I want. And we can manage the lower documents and everything in a way that is absolutely fantastic. >>Feel what was your what? What were some of the concerns you had mentioned? You had some trepidation. Was it a performance? Was it security? You know some of the traditional cloud stuff, and I'm curious as to how, How, whether any of those act manifested really that you had to manage. What were your concerns? >>Look, the main concern is how long is it going to take for everybody in the team to learn to use the system like it and buy into it? Because I don't want to have my engineers using tools against their will write. I want everybody to be happy because that's how they're productive. They're happy, and they enjoyed the tools they have. That was my main concern. I was a little bit worried about the whole concept of not having the files in a place where I couldn't quote unquote seat in some server and on site, but that That's kind of an outdated concept, right? So that took a little bit of a mind shift, but very quickly. Then I started thinking, Look, I have a lot of documents on Google Drive. Like, I don't worry about that. Why would I worry about my cat on on shape, right? Is the same thing. So I just needed to sort of put things in perspective that way. Um, the other, um, you know, the concern was the learning curve, right? Is like, how is he Will be for everybody to and for me to learn it on whether it had all of the features that we needed. And there were a few features that I actually discussed with, um uh, Cody at on shape on, they were actually awesome about using their scripting language in on shape to sort of mimic some of the features of the old cat, uh, in on, shaped in a way that actually works even better than the old system. So it was It was amazing. Yeah, >>Great. Thank you for that, Philip. What's your experience been? Maybe you could take us through your journey within shape. >>Sure. So we've been we've been using on shaped silver side for coming up on about four years now, and we love it. We're very happy with it. We have a very modular product line, so we make anything from detectors that would go into backpacks. Two vehicles, two very large things that a shipping container would go through and saw. Excuse me. Shape helps us to track and collaborate faster on the design. Have multiple people working a same time on a project. And it also helps us to figure out if somebody else comes to us and say, Hey, I want something new how we congrats modules from things that we already have put them together and then keep track of the design development and the different branches and ideas that we have, how they all fit together. A za design comes together, and it's just been fantastic from a mechanical engineering background. I will also say that having used a number of different systems and solid works was the greatest thing since sliced bread. Before I got using on shape, I went, Wow, this is amazing and I really don't want to design in any other platform. After after getting on Lee, a little bit familiar with it. >>You know, it's funny, right? I'll have the speed of technology progression. I was explaining to some young guns the other day how I used to have a daytime er and that was my life. And if I lost that daytime, er I was dead. And I don't know how we weigh existed without, you know, Google maps eso we get anywhere, I don't know, but, uh but so So, Matt, you know, it's interesting to think about, you know, some of the concerns that Raphael brought up, you hear? For instance, you know, all the time. Wow. You know, I get my Amazon bill at the end of the month that zip through the roof in, But the reality is that Yeah, well, maybe you are doing more, but you're doing things that you couldn't have done before. And I think about your experience in teaching and educating. I mean, you so much more limited in terms of the resource is that you would have had to be able to educate people. So what's your experience been with With on shape and what is it enabled? >>Um, yeah, it was actually talking before we went with on shape. We had a previous CAD program, and I was talking to my vendor about it, and he let me know that we were actually one of the biggest CAD shops in the state. Because if you think about it a really big program, you know, really big company might employ. 5, 10, 15, 20 cad guys, right? I mean, when I worked for a large defense contractor, I think there were probably 20 of us as the cad guys. I now have about 300 students doing cat. So there's probably more students with more hours of cat under their belt in my building than there were when I worked for the big defense contractor. Um, but like you mentioned, uh, probably our biggest hurdle is just re sources. And so we want We want one of things I've always prided myself and trying to do in this. Programs provide students with access two tools and skills that they're going to see either in college or in the real world. So it's one of the reason we went with a big professional cad program. There are, you know, sort of K 12 oriented software and programs and things. But, you know, I want my kids coding and python and using slack and using professional type of tools on DSO when it comes to cat. That's just that That was a really hurt. I mean, you know, you could spend $30,000 on one seat of, you know, professional level cad program, and then you need a $30,000 computer to run it on if you're doing a heavy assemblies, Um and so one of my dreams And it was always just a crazy dream. And I was the way I would always pitcher in my school system and say, someday I'm gonna have a kid on a school issued chromebook in subsidized housing, on public WiFi doing professional level bad and that that was a crazy statement until a couple of years ago. So we're really excited that I literally and you know, March and you said the forced march, the forced march into, you know, modernity, March 13th kids sitting in my engineering lab that we spent a lot of money on doing cad March 14th. Those kids were at home on their school issued chromebooks on public WiFi, uh, keeping their designs going and collaborating. And then, yeah, I could go on and on about some of the things you know, the features that we've learned since then they're even better. So it's not like this is some inferior, diminished version of Academy. There's so much about it. Well, I >>wanna I wanna ask you that I may be over my skis on this, but we're seeing we're starting to see the early days of the democratization of CAD and product design. It is the the citizen engineer, I mean, maybe insulting to the engineers in the room, But but is that we're beginning to see that >>I have to believe that everything moves into the cloud. Part of that is democratization that I don't need. I can whether you know, I think artists, you know, I could have a music studio in my basement with a nice enough software package. And Aiken, I could be a professional for now. My wife's a photographer. I'm not allowed to say that I could be a professional photographer with, you know, some cloud based software, and so, yeah, I do think that's part of what we're seeing is more and more technology is moving to the cloud. >>Philip. Rafael Anything you Dad, >>I think I mean, yeah, that that that combination of cloud based cat and then three d printing that is becoming more and more affordable on ubiquitous It's truly transformative, and I think for education is fantastic. I wish when I was a kid I had the opportunity to play with those kinds of things because I was always the late things. But, you know, the in a very primitive way. So, um, I think this is a dream for kids. Teoh be able to do this. And, um, yeah, there's so many other technologies coming on, like Arduino on all of these electronic things that live kids play at home very cheaply with things that back in my day would have been unthinkable. >>So we know there's a go ahead. Philip, please. >>We had a pandemic and silver site moved to a new manufacturing facility this year. I was just on the shop floor, talking with contractors, standing 6 ft apart, pointing at things. But through it all, our CAD system was completely unruffled. Nothing stopped in our development work. Nothing stopped in our support for existing systems in the field. We didn't have to think about it. We had other server issues, but none with our, you know, engineering cad, platform and product development in support world right ahead, which was cool, but also a in that's point. I think it's just really cool what you're doing with the kids. The most interesting secondary and college level engineering work that I did was project based, taken important problem to the world. Go solve it and that is what we do here. That is what my entire career has been. And I'm super excited to see. See what your students are going to be doing, uh, in there home classrooms on their chromebooks now and what they do building on that. >>Yeah, I'm super excited to see your kids coming out of college with engineering degrees because, yeah, I think that Project based experience is so much better than just sitting in a classroom, taking notes and doing math problems on day. I think it will give the kids a much better flavor. What engineering is really about Think a lot of kids get turned off by engineering because they think it's kind of dry because it's just about the math for some very abstract abstract concept on they are there. But I think the most important thing is just that hands on a building and the creativity off, making things that you can touch that you can see that you can see functioning. >>Great. So, you know, we all know the relentless pace of technology progression. So when you think about when you're sitting down with the folks that on shape and there the customer advisor for one of the things that that you want on shape to do that it doesn't do today >>I could start by saying, I just love some of the things that does do because it's such a modern platform. And I think some of these, uh, some some platforms that have a lot of legacy and a lot of history behind them. I think we're dragging some of that behind them. So it's cool to see a platform that seemed to be developed in the modern era, and so that Z it is the Google docks. And so the fact that collaboration and version ing and link sharing is and like platform agnostic abilities, the fact that that seems to be just built into the nature of the thing so far, That's super exciting. As far as things that, uh, to go from there, Um, I don't know, >>Other than price. >>You can't say >>I >>can't say lower price. >>Yeah, so far on P. D. C. S that work with us. Really? Well, so I'm not complaining. There you there, >>right? Yeah. Yeah. No gaps, guys. Whitespace, Come on. >>We've been really enjoying the three week update. Cadence. You know, there's a new version every three weeks and we don't have to install it. We just get all the latest and greatest goodies. One of the trends that we've been following and enjoying is the the help with a revision management and release work flows. Um, and I know that there's more than on shape is working on that we're very excited for, because that's a big important part about making real hardware and supporting it in the field. Something that was cool. They just integrated Cem markup capability. In the last release that took, we were doing that anyway, but we were doing it outside of on shapes. And now we get to streamline our workflow and put it in the CAD system where We're making those changes anyway when we're reviewing drawings and doing this kind of collaboration. And so I think from our perspective, we continue to look forward. Toa further progress on that. There's a lot of capability in the cloud that I think they're just kind of scratching the surface on you, >>right? I would. I mean, you're you're asking to knit. Pick. I would say one of the things that I would like to see is is faster regeneration speed. There are a few times with convicts, necessities that regenerating the document takes a little longer than I would like. It's not a serious issue, but anyway, I I'm being spoiled, >>you know? That's good. I've been doing this a long time, and I like toe ask that question of practitioners and to me, it It's a signal like when you're nit picking and that's what you're struggling to knit. Pick that to me is a sign of a successful product, and and I wonder, I don't know, uh, have the deep dive into the architecture. But are things like alternative processors. You're seeing them hit the market in a big way. Uh, you know, maybe helping address the challenge, But I'm gonna ask you the big, chewy question now. Then we maybe go to some audience questions when you think about the world's biggest problems. I mean, we're global pandemics, obviously top of mind. You think about nutrition, you know, feeding the global community. We've actually done a pretty good job of that. But it's not necessarily with the greatest nutrition, climate change, alternative energy, the economic divides. You've got geopolitical threats and social unrest. Health care is a continuing problem. What's your vision for changing the world and how product innovation for good and be applied to some of the the problems that that you all are passionate about? Big question. Who wants toe start? >>Not biased. But for years I've been saying that if you want to solve the economy, the environment, uh, global unrest, pandemics, education is the case. If you wanna. If you want to, um, make progress in those in those realms, I think funding funding education is probably gonna pay off pretty well. >>Absolutely. And I think Stam is key to that. I mean, all of the ah lot of the well being that we have today and then industrialized countries. Thanks to science and technology, right improvements in health care, improvements in communication, transportation, air conditioning. Um, every aspect of life is touched by science and technology. So I think having more kids studying and understanding that is absolutely key. Yeah, I agree, >>Philip, you got anything to add? >>I think there's some big technical problems in the world today, Raphael and ourselves there certainly working on a couple of them. Think they're also collaboration problems and getting everybody to be able to pull together instead of pulling separately and to be able to spur the ideas on words. So that's where I think the education side is really exciting. What Matt is doing and it just kind of collaboration in general when we could do provide tools to help people do good work. Uh, that is, I think, valuable. >>Yeah, I think that's a very good point. And along those lines, we have some projects that are about creating very low cost instruments for low research settings, places in Africa, Southeast Asia, South America, so that they can do, um, um, biomedical research that it's difficult to do in those place because they don't have the money to buy the fancy lab machines that cost $30,000 an hour. Um, so we're trying to sort of democratize some of those instruments. And I think thanks to tools like Kahn shape then is easier, for example, to have a conversation with somebody in Africa and show them the design that we have and discuss the details of it with them on. But it's amazing, right to have somebody, you know, 10 time zones away, Um, looking really life in real time with you about your design and discussing the details or teaching them how to build a machine, right? Because, um, you know, they have a three D printer. You can you can just give them the design and say like, you build it yourself, uh, even cheaper than and, you know, also billing and shipping it there. Um, so all that that that aspect of it is also super important. I think for any of these efforts to improve some of the hardest part was in the world for climate change. Do you say, as you say, poverty, nutrition issues? Um, you know, availability of water. You have that project at about finding water. Um, if we can also help deploy technologies that teach people remotely how to create their own technologies or how to build their own systems that will help them solve those forms locally. I think that's very powerful. >>Yeah, the point about education is right on. I think some people in the audience may be familiar with the work of Erik Brynjolfsson and Andrew McAfee, the second machine age where they sort of put forth the premise that, uh, is it laid it out. Look, for the first time in history, machines air replacing humans from a cognitive perspective. Machines have always replaced humans, but that's gonna have an impact on jobs. But the answer is not toe protect the past from the future. The answer is education and public policy that really supports that. So I couldn't agree more. I think it's a really great point. Um, we have We do have some questions from the audience. If if we could If I can ask you guys, um, you know, this one kind of stands out. How do you see artificial intelligence? I was just talking about machine intelligence. Um, how do you see that? Impacting the design space guys trying to infuse a I into your product development. Can you tell me? >>Um, absolutely, like, we're using AI for some things, including some of these very low cost instruments that will hopefully help us diagnose certain diseases, especially this is that are very prevalent in the Third World. Um, and some of those diagnostics are these days done by thes armies of technicians that are trained to look under the microscope. But, um, that's a very slow process. Is very error prone and having machine learning systems that can to the same diagnosis faster, cheaper and also little machines that can be taken to very remote places to these villages that have no access to a fancy microscope. To look at a sample from a patient that's very powerful. And I we don't do this, but I have read quite a bit about how certain places air using a Tribune attorneys to actually help them optimize designs for parts. So you get these very interesting looking parts that you would have never thought off a person would have never thought off, but that are incredibly light ink. Earlier, strong and I have all sort of properties that are interesting thanks to artificial intelligence machine learning in particular >>yet another. The advantage you get when when your work is in the cloud I've seen. I mean, there's just so many applications that so if the radiology scan is in the cloud and the radiologist is goes to bed at night, Radiologist could come in in the morning and and say, Oh, the machine while you were sleeping was using artificial intelligence to scan these 40,000 images. And here's the five that we picked out that we think you should take a closer look at. Or like Raphael said, I can design my part. My, my, my, my, my you know, mount or bracket or whatever and go to sleep. And then I wake up in the morning. The machine has improved. It for me has made it strider strider stronger and lighter. Um And so just when your when your work is in the cloud, that's just that's a really cool advantage that you get that you can have machines doing some of your design work for you. >>Yeah, we've been watching, uh, you know, this week is this month, I guess is AWS re invent and it's just amazing to see how much effort is coming around machine learning machine intelligence. You know Amazon has sage maker Google's got, you know, embedded you no ML and big query. Uh, certainly Microsoft with Azure is doing tons of stuff and machine learning. I think the point there is that that these things will be infused in tow R and D and in tow software product by the vendor community. And you all will apply that to your business and and build value through the unique data that your collecting, you know, in your ecosystems. And and that's how you add value. You don't have to be necessarily, you know, developers of artificial intelligence, but you have to be practitioners to apply that. Does that make sense to you, Philip? >>Yeah, absolutely. And I think your point about value is really well chosen. We see AI involved from the physics simulations all the way up to interpreting radiation data, and that's where the value question, I think, is really important because it's is the output of the AI giving helpful information that the people that need to be looking at it. So if it's curating a serious of radiation alert, saying, Hey, like these air the anomalies. You need to look at eyes it, doing that in a way that's going to help a good response on. In some cases, the II is only as good as the people. That sort of gave it a direction and turn it loose. And you want to make sure that you don't have biases or things like that underlying your AI that they're going to result in less than helpful outcomes coming from it. So we spend quite a lot of time thinking about how do we provide the right outcomes to people who are who are relying on our systems? >>That's a great point, right? Humans air biased and humans build models, so models are inherently biased. But then the software is hitting the market. That's gonna help us identify those biases and help us, you know? Of course. Correct. So we're entering Cem some very exciting times, guys. Great conversation. I can't thank you enough for spending the time with us and sharing with our audience the innovations that you're bringing to help the world. So thanks again. >>Thank you so much. >>Thank you. >>Okay. Welcome. Okay. When we come back, John McElheny is gonna join me. He's on shape. Co founder. And he's currently the VP of strategy at PTC. He's gonna join the program. We're gonna take a look at what's next and product innovation. I'm Dave Volonte and you're watching innovation for good on the Cube, the global leader. Digital technology event coverage. We'll be right back. >>Okay? Okay. Yeah. Okay. >>From around >>the globe, it's the Cube. Presenting innovation for good. Brought to you by on shape. >>Okay, welcome back to innovation. For good. With me is John McElheny, who is one of the co founders of On Shape and is now the VP of strategy at PTC. John, it's good to see you. Thanks for making the time to come on the program. Thanks, Dave. So we heard earlier some of the accomplishments that you've made since the acquisition. How has the acquisition affected your strategy? Maybe you could talk about what resource is PTC brought to the table that allowed you toe sort of rethink or evolve your strategy? What can you share with us? >>Sure. You know, a year ago, when when John and myself met with Jim Pepperman early on is we're we're pondering. Started joining PTC one of things became very clear is that we had a very clear shared vision about how we could take the on shape platform and really extended for, for all of the PTC products, particular sort of their augmented reality as well as their their thing works or the i o. T business and their product. And so from the very beginning there was a clear strategy about taking on shape, extending the platform and really investing, um, pretty significantly in the product development as well as go to market side of things, uh, toe to bring on shape out to not only the PTC based but sort of the broader community at large. So So So PTC has been a terrific, terrific, um, sort of partner as we've we've gonna go on after this market together. Eso We've added a lot of resource and product development side of things. Ah, lot of resource and they go to market and customer success and support. So, really, on many fronts, that's been both. Resource is as well a sort of support at the corporate level from from a strategic standpoint and then in the field, we've had wonderful interactions with many large enterprise customers as well as the PTC channels. So it's been really a great a great year. >>Well, and you think about the challenges of in your business going to SAS, which you guys, you know, took on that journey. You know, 78 years ago. Uh, it's not trivial for a lot of companies to make that transition, especially a company that's been around as long as PTC. So So I'm wondering how much you know, I was just asking you How about what PCP TC brought to the table? E gotta believe you're bringing a lot to the table to in terms of the mindset, uh, even things is, is mundane is not the right word, but things like how you compensate salespeople, how you interact with customers, the notion of a service versus a product. I wonder if you could address >>that. Yeah, it's a it's a really great point. In fact, after we had met Jim last year, John and I one of the things we walked out in the seaport area in Boston, one of things we sort of said is, you know, Jim really gets what we're trying to do here and and part of let me bring you into the thinking early on. Part of what Jim talked about is there's lots of, you know, installed base sort of software that's inside of PTC base. That's helped literally thousands of customers around the world. But the idea of moving to sass and all that it entails both from a technology standpoint but also a cultural standpoint. Like How do you not not just compensate the sales people as an example? But how do you think about customer success? In the past, it might have been that you had professional services that you bring out to a customer, help them deploy your solutions. Well, when you're thinking about a SAS based offering, it's really critical that you get customers successful with it. Otherwise, you may have turned, and you know it will be very expensive in terms of your business long term. So you've got to get customers success with software in the very beginning. So you know, Jim really looked at on shape and he said that John and I, from a cultural standpoint, you know, a lot of times companies get acquired and they've acquired technology in the past that they integrate directly into into PTC and then sort of roll it out through their products, are there just reached channel, he said. In some respects, John John, think about it as we're gonna take PTC and we want to integrate it into on shape because we want you to share with us both on the sales side and customer success on marketing on operations. You know all the things because long term, we believe the world is a SAS world, that the whole industry is gonna move too. So really, it was sort of an inverse in terms of the thought process related to normal transactions >>on That makes a lot of sense to me. You mentioned Sharon turns the silent killer of a SAS company, and you know, there's a lot of discussion, you know, in the entrepreneurial community because you live this, you know what's the best path? I mean today, You see, you know, if you watch Silicon Valley double, double, triple triple, but but there's a lot of people who believe, and I wonder, if you come in there is the best path to, you know, in the X Y axis. If if it's if it's uh, growth on one and retention on the other axis. What's the best way to get to the upper right on? Really? The the best path is probably make sure you've nailed obviously the product market fit, But make sure that you can retain customers and then throw gas on the fire. You see a lot of companies they burn out trying to grow too fast, but they haven't figured out, you know that. But there's too much churn. They haven't figured out those metrics. I mean, obviously on shape. You know, you were sort of a pioneer in here. I gotta believe you've figured out that customer retention before you really, You know, put the pedal to the >>metal. Yeah, and you know, growth growth can mask a lot of things, but getting getting customers, especially the engineering space. Nobody goes and sits there and says, Tomorrow we're gonna go and and, you know, put 100 users on this and and immediately swap out all of our existing tools. These tools are very rich and deep in terms of capability, and they become part of the operational process of how a company designs and builds products. So any time anybody is actually going through the purchasing process. Typically, they will run a try along or they'll run a project where they look at. Kind of What? What is this new solution gonna help them dio. How are we gonna orient ourselves for success? Longer term. So for us, you know, getting new customers and customer acquisition is really critical. But getting those customers to actually deploy the solution to be successful with it. You know, we like to sort of, say, the marketing or the lead generation and even some of the initial sales. That's sort of like the Kindle ing. But the fire really starts when customers deploy it and get successful. The solution because they bring other customers into the fold. And then, of course, if they're successful with it, you know, then in fact, you have negative turn which, ironically, means growth in terms of your inside of your install. Bates. >>Right? And you've seen that with some of the emerging, you know, SAS companies, where you're you're actually you know, when you calculate whatever its net retention or renew ALS, it's actually from a dollar standpoint. It's up in the high nineties or even over 100%. >>So >>and that's a trend we're gonna continue. See, I >>wonder >>if we could sort of go back. Uh, and when you guys were starting on shape, some of the things that you saw that you were trying to strategically leverage and what's changed, you know, today we were talking. I was talking to John earlier about in a way, you kinda you kinda got a blank slate is like doing another startup. >>You're >>not. Obviously you've got installed base and customers to service, but But it's a new beginning for you guys. So one of the things that you saw then you know, cloud and and sas and okay, but that's we've been there, done that. What are you seeing? You know today? >>Well, you know, So So this is a journey, of course, that that on shape on its own has gone through it had I'll sort of say, you know, several iterations, both in terms of of of, you know, how do you How do you get customers? How do you How do you get them successful? How do you grow those customers? And now that we've been part of PTC, the question becomes okay. One, There is certainly a higher level of credibility that helps us in terms of our our megaphone is much bigger than it was when we're standalone company. But on top of that now, figuring out how to work with their channel with their direct sales force, you know, they have, um, for example, you know, very large enterprises. Well, many of those customers are not gonna go in forklift out their existing solution to replace it with with on shape. However, many of them do have challenges in their supply chain and communications with contractors and vendors across the globe. And so, you know, finding our fit inside of those large enterprises as they extend out with their their customers is a very interesting area that we've really been sort of incremental to to PTC. And then, you know, they they have access to lots of other technology, like the i o. T business. And now, of course, the augmented reality business that that we can bring things to bear. For example, in the augmented reality world, they've they've got something called expert capture. And this is essentially imagine, you know, in a are ah, headset that allows you to be ableto to speak to it, but also capture images still images in video. And you could take somebody who's doing their task and capture literally the steps that they're taking its geo location and from their builds steps for new employees to be, we'll learn and understand how todo use that technology to help them do their job better. Well, when they do that, if there is replacement products or variation of of some of the tools that that they built the original design instruction set for they now have another version. Well, they have to manage multiple versions. Well, that's what on shape is really great at doing and so taking our technology and helping their solutions as well. So it's not only expanding our customer footprint, it's expanding the application footprint in terms of how we can help them and help customers. >>So that leads me to the tam discussion and again, as part of your strategist role. How do you think about that? Was just talking to some of your customers earlier about the democratization of cat and engineering? You know, I kind of joked, sort of like citizen engineering, but but so that you know, the demographics are changing the number of users potentially that can access the products because the it's so much more of a facile experience. How are you thinking about the total available market? >>It really is a great question, You know, it used to be when you when you sold boxes of software, it was how many engineers were out there. And that's the size of the market. The fact that matter is now when, When you think about access to that information, that data is simply a pane of glass. Whether it's a computer, whether it's a laptop, UH, a a cell phone or whether it's a tablet, the ability to to use different vehicles, access information and data expands the capabilities and power of a system to allow feedback and iteration. I mean, one of the one of the very interesting things is in technology is when you can take something and really unleash it to a larger audience and builds, you know, purpose built applications. You can start to iterate, get better feedback. You know there's a classic case in the clothing industry where Zara, you know, is a fast sort of turnaround. Agile manufacturer. And there was a great New York Times article written a couple years ago. My wife's a fan of Zara, and I think she justifies any purchases by saying, You know, Zara, you gotta purchase it now. Otherwise it may not be there the next time. Yet you go back to the store. They had some people in a store in New York that had this woman's throw kind of covering Shaw. And they said, Well, it would be great if we could have this little clip here so we can hook it through or something. And they sent a note back toe to the factory in Spain, and literally two weeks later they had, you know, 4000 of these things in store, and they sold out because they had a closed loop and iterative process. And so if we could take information and allow people access in multiple ways through different devices and different screens, that could be very specific information that, you know, we remove a lot of the engineering data book, bring the end user products conceptually to somebody that would have had to wait months to get the actual physical prototype, and we could get feedback well, Weaken have a better chance of making sure whatever product we're building is the right product when it ultimately gets delivered to a customer. So it's really it's a much larger market that has to be thought of rather than just the kind of selling A boxes software to an engineer. >>That's a great story. And again, it's gonna be exciting for you guys to see that with. The added resource is that you have a PTC, Um, so let's talk. I promise people we wanna talk about Atlas. Let's talk about the platform. A little bit of Atlas was announced last year. Atlas. For those who don't know it's a SAS space platform, it purports to go beyond product lifecycle management and you You're talking cloud like agility and scale to CAD and product design. But John, you could do a better job than I. What do >>we need to know about Atlas? Well, I think Atlas is a great description because it really is metaphorically sort of holding up all of the PTC applications themselves. But from the very beginning, when John and I met with Jim, part of what we were intrigued about was that he shared a vision that on shape was more than just going to be a cad authoring tool that, in fact, you know, in the past these engineering tools were very powerful, but they were very narrow in their purpose and focus. And we had specialty applications to manage the versions, etcetera. What we did in on shape is we kind of inverted that thinking. We built this collaboration and sharing engine at the core and then kind of wrap the CAD system around it. But that collaboration sharing and version ING engine is really powerful. And it was that vision that Jim had that he shared that we had from the beginning, which was, how do we take this thing to make a platform that could be used for many other applications inside of inside of any company? And so not only do we have a partner application area that is is much like the APP store or Google play store. Uh, that was sort of our first Stan Shih ation of this. This this platform. But now we're extending out to broader applications and much meatier applications. And internally, that's the thing works in the in the augmented reality. But there'll be other applications that ultimately find its way on top of this platform. And so they'll get all the benefits of of the collaboration, sharing the version ing the multi platform, multi device. And that's an extremely extremely, um, strategic leverage point for the company. >>You know, it's interesting, John, you mentioned the seaport before. So PTC, for those who don't know, built a beautiful facility down at the Seaport in Boston. And, of course, when PTC started, you know, back in the mid 19 eighties, there was nothing at the seaport s. >>So it's >>kind of kind of ironic, you know, we were way seeing the transformation of the seaport. We're seeing the transformation of industry and of course, PTC. And I'm sure someday you'll get back into that beautiful office, you know? Wait. Yeah, I'll bet. And, uh and but I wanna bring this up because I want I want you to talk about the future. How you how you see that our industry and you've observed this has moved from very product centric, uh, plat platform centric with sass and cloud. And now we're seeing ecosystems form around those products and platforms and data flowing through the ecosystem powering, you know, new innovation. I wonder if you could paint a picture for us of what the future looks like to you from your vantage point. >>Yeah, I think one of the key words you said there is data because up until now, data for companies really was sort of trapped in different applications. And it wasn't because people were nefarious and they want to keep it limited. It was just the way in which things were built. And, you know, when people use an application like on shape, what ends up happening is there their day to day interaction and everything that they do is actually captured by the platform. And, you know, we don't have access to that data. Of course it's it's the customer's data. But as as an artifact of them using the system than doing their day to day job, what's happening is they're creating huge amounts of information that can then be accessed and analyzed to help them both improve their design process, improve their efficiencies, improve their actual schedules in terms of making sure they can hit delivery times and be able to understand where there might be roadblocks in the future. So the way I see it is companies now are deploying SAS based tools like on shape and an artifact of them. Using that platform is that they have now analytics and tools to better understand and an instrument and manage their business. And then from there, I think you're going to see, because these systems are all you know extremely well. Architected allow through, you know, very structured AP. I calls to connect other SAS based applications. You're gonna start seeing closed loop sort of system. So, for example, people design using on shape, they end up going and deploying their system or installing it, or people use the end using products. People then may call back into the customers support line and report issues, problems, challenges. They'll be able to do traceability back to the underlying design. They'll be able to do trend analysis and defect analysis from the support lines and tie it back and closed loop the product design, manufacture, deployment in the field sort of cycles. In addition, you can imagine there's many things that air sort of as designed. But then when people go on site and they have to install it. There's some alterations modifications. Think about think about like a large air conditioning units for buildings. You go and you go to train and you get a large air conditioning unit that put up on top of building with a crane. They have to build all kinds of adaptors to make sure that that will fit inside of the particulars of that building. You know, with on shape and tools like this, you'll be able to not only take the design of what the air conditioning system might be, but also the all the adapter plates, but also how they installed it. So it sort of as designed as manufactured as stalled. And all these things can be traced, just like if you think about the transformation of customer service or customer contacts. In the early days, you used to have tools that were PC based tools called contact management solution, you know, kind of act or gold mine. And these were basically glorified Elektronik role in Texas. It had a customer names and they had phone numbers and whatever else. And Salesforce and Siebel, you know, these types of systems really broadened out the perspective of what a customer relationship? Waas. So it wasn't just the contact information it was, you know, How did they come to find out about you as a company? So all of the pre sort of marketing and then kind of what happens after they become a customer and it really was a 3 60 view. I think that 3 60 view gets extended to not just to the customers, but also tools and the products they use. And then, of course, the performance information that could come back to the manufacturer. So, you know, as an engineer, one of the things you learn about with systems is the following. And if you remember, when the CD first came out CDs that used to talk about four times over sampling or eight times over sampling and it was really kind of, you know, the fidelity the system. And we know from systems theory that the best way to improve the performance of a system is to actually have more feedback. The more feedback you have, the better system could be. And so that's why you get 16 60 for example, etcetera. Same thing here. The more feedback we have of different parts of a company that a better performance, The company will be better customer relationships. Better, uh, overall financial performance as well. So that's that's the view I have of how these systems all tied together. >>It's a great vision in your point about the data is I think right on. It used to be so fragmented in silos, and in order to take a system view, you've gotta have a system view of the data. Now, for years, we've optimized maybe on one little component of the system and that sometimes we lose sight of the overall outcome. And so what you just described, I think is, I think sets up. You know very well as we exit. Hopefully soon we exit this this covert era on John. I hope that you and I can sit down face to face at a PTC on shape event in the near term >>in the seaport in the >>seaport would tell you that great facility toe have have an event for sure. It >>z wonderful >>there. So So John McElhinney. Thanks so much for for participating in the program. It was really great to have you on, >>right? Thanks, Dave. >>Okay. And I want to thank everyone for participating. Today we have some great guest speakers. And remember, this is a live program. So give us a little bit of time. We're gonna flip this site over toe on demand mode so you can share it with your colleagues and you, or you can come back and and watch the sessions that you heard today. Uh, this is Dave Volonte for the Cube and on shape PTC. Thank you so much for watching innovation for good. Be well, Have a great holiday. And we'll see you next time. Yeah.

>>from around the globe. It's the Cube presenting innovation for good. Brought to you by on shape. >>Okay, we're back. This is Dave Volonte and you're watching innovation for good. A program on Cuba 3 65 made possible by on shape of BTC company. We're live today really live TV, which is the heritage of the Cuban. Now we're gonna go to the sources and talkto on shape customers to find out how they're applying technology to create real world innovations that are changing the world. So let me introduce our panel members. Rafael Gomez Fribourg is with the Chan Zuckerberg bio hub. A very big idea. And collaborative nonprofit was initiative that was funded by Mark Zuckerberg and his wife, Priscilla Chan, and really around diagnosing and curing and better managing infectious diseases. So really timely topic. Philip Tabor is also joining us. He's with silver side detectors which develops neutron detective detection systems. Yet you want to know if early if neutrons and radiation or in places where you don't want them, so this should be really interesting. And last but not least, Matthew Shields is with the Charlottesville schools and is gonna educate us on how he and his team are educating students in the use of modern engineering tools and techniques. Gentlemen, welcome to the Cuban to the program. This should be really interesting. Thanks for coming on. >>Hi. Or pleasure >>for having us. >>You're very welcome. Okay, let me ask each of you because you're all doing such interesting and compelling work. Let's start with Rafael. Tell us more about the bio hub and your role there, please. >>Okay. Yes. As you said, the Bio Hope is a nonprofit research institution, um, funded by Mark Zuckerberg and his wife, Priscilla Chan. Um and our main mission is to develop new technologies to help advance medicine and help, hopefully cure and manage diseases. Um, we also have very close collaborations with Universe California, San Francisco, Stanford University and the University California Berkeley on. We tried to bring those universities together, so they collaborate more of biomedical topics. And I manage a team of engineers in by joining platform. Um, and we're tasked with creating instruments for the laboratory to help the scientist boats inside the organization and also in the partner universities do their experiments in better ways in ways that they couldn't do before >>in this edition was launched five years ago. It >>was announced at the end of 2016, and we actually started operations in the beginning of 2017, which is when I joined um, so this is our third year. >>And how's how's it going? How does it work? I mean, these things >>take time. It's been a fantastic experience. Uh, the organization works beautifully. Um, it was amazing to see it grow from the beginning. I was employee number 12, I think eso When I came in, it was just a nem p off his building and MP labs. And very quickly we had something running about from anything. Eso I'm very proud of the work that we have done to make that possible. Um And then, of course, that's you mentioned now, with co vid, um, we've been able to do a lot of very cool work, um, very being of the pandemic In March, when there was a deficit of testing, uh, capacity in California, we spun up a testing laboratory in record time in about a week. It was crazy. It was a crazy project. Um, but but incredibly satisfying. And we ended up running all the way until the beginning of November, when the lab was finally shut down, we could process about 3000 samples a day. I think at the end of it all, we were able to test about 100 on the road, 150,000 samples from all over the state. We were providing free testing toe all of the Department of Public Health Department of Public Health in California, which, at the media pandemic, had no way to do testing affordably and fast. So I think that was a great service to the state. Now the state has created a testing system that will serve those departments. So then we decided that it was unnecessary to keep going with testing in the other biopsy that would shut down, >>right? Thank you for that. Now, Now, Philip, you What you do is mind melting. You basically helped keep the world safe. Maybe you describe a little bit more about silver side detectors and what your role is there and how it all works. >>Tour. So we make a nuclear bomb detectors and we also make water detectors. So we try and do our part. Thio Keep the world from blowing up and make it a better place at the same time. Both of these applications use neutron radiation detectors. That's what we make. Put them out by a port border crossing Places like that they can help make sure that people aren't smuggling, shall we say, very bad things. Um, there's also a burgeoning field of research and application where you can use neutrons with some pretty cool physics to find water so you can do things like but a detector up in the mountains and measure snowpack. Put it out in the middle of the field and measure soil moisture content. And as you might imagine, there's some really cool applications in, uh, research and agronomy and public policy for this. >>All right, so it's OK, so it's It's much more than you know, whatever fighting terrorism, it's there's a riel edge, or I kind of i o t application for what you guys do. >>You do both Zito shares. You might >>say a mat. I I look at your role is kind of scaling the brain power for for the future. Maybe tell us more about Charlottesville schools and in the mission that you're pursuing and what you do. >>Thank you. Um, I've been in Charlottesville city schools for about 11 or 12 years. I started their teaching, Um, a handful of classes, math and science and things like that. But Thescore board and my administration had the crazy idea of starting an engineering program about seven years ago. My background is an engineering is an engineering. My masters is in mechanical and aerospace engineering. And, um, I basically spent a summer kind of coming up with what might be a fun engineering curriculum for our students. And it started with just me and 30 students about seven years ago, Um, kind of a home spun from scratch curriculum. One of my goals from the outside was to be a completely project based curriculum, and it's now grown. We probably have about six or 700 students, five or six full time teachers. We now have pre engineering going on at the 5th and 6th grade level. I now have students graduating. Uh, you know, graduating after senior year with, like, seven years of engineering under their belt and heading off to doing some pretty cool stuff. So it's It's been a lot of fun building up a program and, um, and learning a lot in the process. >>That's awesome. I mean, you know, Cuba's. We've been passionate about things like women in tech, uh, diversity stem. You know, not only do we need more more students in stem, we need mawr underrepresented women, minorities, etcetera. We were just talking to John her stock and integrate Grayson about this is do you do you feel is though you're I mean, first of all, the work that you do is awesome, but but I'll go one step further. Do you feel as though it's reaching, um, or, you know, diverse base and And how is that going? >>That's a great question. I think research shows that a lot of people get funneled into one kind of track or career path or set of interests really early on in their educational career. And sometimes that that funnels kind of artificial. And so that's one of the reasons we keep pushing back. Um, so our school systems introducing kindergartners to programming on DSO. We're trying to push back how we expose students to engineering and to stem fields as early as possible, and we've definitely seen the fruits of that in my program. In fact, my engineering program, uh, sprung out of an after school in Extracurricular Science Club that actually three girls started at our school. So I think that actually has helped that three girls started the club That eventually is what led our engineering programs that sort of baked into the DNA and also are a big public school. And we have about 50% of the students are under the poverty line, and we should I mean, Charlottesville, which is a big refugee town. And so I've been adamant from Day one that there are no barriers to entry into the program. There's no test you have to take. You don't have to have be taking a certain level of math or anything like that. That's been a lot of fun. To have a really diverse set of kids and or the program and be successful, >>that's phenomenal. That's great to hear. So, Philip, I wanna come back to you. You know, I think about maybe some day we'll be able to go back to a sporting events, and I know when I when I'm in there, there's somebody up on the roof looking out for me, you know, watching the crowd. And they have my back. And I think in many ways, the products that you build, you know, our similar I may not know they're there, but they're keeping us safe or they're measuring things that that that I don't necessarily see. But I wonder if you could talk about a little bit more detail about the products you build and how they're impacting society. >>Sure, So there are certainly a lot of people who are who are watching, trying to make sure things were going well in keeping you safe that you may or may not be aware of. And we try and support ah lot of them. So we have detectors that are that are deployed in a variety of variety of uses with a number of agencies and governments that dio like I was saying, ports and border crossing some other interesting applications that are looking for looking for signals that should not be there and working closely to fit into the operations these folks do Onda. We also have ah lot of outreach to researchers and scientists trying to help them support the work they're doing, um, using neutron detection for soil moisture monitoring is a some really cool opportunities for doing it at large scale and with much less, um, expense or complication then would have been done previous technologies. Mhm. You know, they were talking about collaboration in the previous segment. We've been able to join a number of conferences for that, virtually including one that was supposed to be held in Boston. But another one that was held, uh, of the University of Heidelberg in Germany. And, uh, this is sort of things that in some ways, the pandemic is pushing people towards greater collaboration than there would have been able to do. Had it all but in person. >>Yeah, we did. Uh, the cube did live works a couple years ago in Boston. It was awesome show. And I think, you know, with this whole trend toward digit, I call it the forced march to digital. Thanks to cove it I think that's just gonna continue. Thio grow Raphael one. If you could describe the process that you used to better understand diseases and what's your organization's involvement? Been in more detail, addressing the cove in pandemic. >>Um, so so we have the bio be structured in, Um um, in a way that foster So the combination of technology and science. So we have to scientific tracks, one about infectious diseases and the other one about understanding just basic human biology how the human body functions and especially how the cells in the human body function on how they're organized to create teachers in the body. Um, and then it has the set of platforms. Um, mind is one of them by engineering that are all technology. Read it. So we have data science platform, all about data analysis, machine learning, things like that. Um, we have a mass spectrometry platform is all about mass spectrometry technologies to, um, exploit those ones in service for the scientists on. We have a genomics platform. That is all about sequencing DNA in our DNA. Um, and then an advanced microscopy. It's all about developing technologies, uh, to look at things with advanced microscopes and the little technologies to marry computation on microscope. So, um, the scientists said the agenda and the platforms we just serve their needs, support their needs, and hopefully develop technologies that help them do their experiments better, faster, or allow them to the experiment that they couldn't do in any other way before. Um And so with cove, it because we have that very strong group of scientists that work on. I have been working on infectious disease before, and especially in viruses, we've been able to very quickly pivot to working on that s O, for example, my team was able to build pretty quickly a machine to automatically purified proteins, and it's being used to purify all these different important proteins in the cove. It virus the SARS cov to virus on Dwyer, sending some of those purified proteins all over the world. Two scientists that are researching the virus and trying to figure out how to develop vaccines, understand how the virus affects the body and all that. So some of the machines we built are having a very direct impact on this. Um, Also for the copy testing lab, we were able to very quickly develop some very simple machines that allowed the lab to function sort of faster and more efficiently. Sort of had a little bit of automation in places where we couldn't find commercial machines that would do it. >>Um, God s o mat. I mean, you gotta be listening to this in thinking about, Okay? Some. Someday your students are gonna be working at organizations like Like like Bio Hub and Silver Side. And you know, a lot of young people that just have I don't know about you guys, but like my kids, they're really passionate about changing the world. You know, there's way more important than, you know, the financial angles and that z e I gotta believe you're seeing that you're right in the front lines there. >>Really? Um, in fact, when I started the curriculum six or seven years ago, one of the first bits of feedback I got from my students is they said Okay, this is a lot of fun. So I had my students designing projects and programming microcontrollers raspberry, PiS and order We nose and things like that. The first bit of feedback I got from students was they said Okay, when do we get to impact the world? I've heard engineering is about making the world a better place, and robots are fun and all, but, you know, where is the real impact? And so, um do Yeah, thanks to the guidance of my students, I'm baking that Maurin. Now I'm like Day one of engineering one. We talk about how the things that the tools they're learning and the skills they're gaining eventually you know, very soon could be could be used to make the world a better place. >>You know, we all probably heard that famous line By Jeff Hammond Barker. The greatest minds of my generation are trying to figure out how to get people to click on ads. E. I think we're really generally generationally finally, at the point where you know young students and engineering and really you know it passionate about affecting society. I wanna get into the product, you know, side and understand how each of you are using on shape and and the value that that it brings. Maybe Raphael, you could start how long you've been using it. You know, what's your experience with it? Let's let's start there. >>I begin for about two years, and I switched to it with some trepidation. You know, I was used to always using the traditional product that you have to install on your computer, that everybody uses that. So I was kind of locked into that, but I started being very frustrated with the way it worked, um, and decided to give on ship chance. Which reputation? Because any change always, you know, causes anxiety. But very quickly my engineers started loving it. Uh, just because it's it's first of all, the learning curve wasn't very difficult at all. You can transfer from one from the traditional product to entree very quickly and easily. You can learn all the concepts very, very fast. It has all the functionality that we needed, and and what's best is that it allows to do things that we couldn't do before or we couldn't do easily. Um, now we can access the our cat documents from anywhere in the world. Um, so when we're in the lab fabricating something or testing a machine, any computer we have next to us or a tablet or on iPhone, we can pull it up and look at the cad and check things or make changes that something that couldn't do before because before you had to pay for every installation off the software for the computer, and I couldn't afford to have 20 installations to have some computers with the cat ready to use them like once every six months would have been very inefficient. So we love that part. And the collaboration features are fantastic. Especially now with Kobe, that we have to have all the remote meetings, eyes fantastic, that you can have another person drive the cad while the whole team is watching that person change the model and do things and point to things that is absolutely revolutionary. We love it. The fact that you have very, very sophisticated version control before it was always a challenge asking people, please, if you create anniversary and apart, how do we name it so that people find it? And then you end up with all these collection of files with names that nobody remembers, what they are, the person left and now nobody knows which version is the right one m s with on shape on the version ING system it has, and the fact that you can go back in history off the document and go back to previous version so easily and then go back to the press and version and explore the history of the part that is truly, um, just world changing for us, that we can do that so easily on for me as a manager to manage this collection of information that is critical for our operations. It makes it so much easier because everything is in one place. I don't have to worry about file servers that go down that I have to administer that have to have I t taken care off that have to figure how to keep access to people to those servers when they're at home. And they need a virtual private network and all of that mess disappears. I just simply give give a personal account on shape. And then, magically, they have access to everything in the way I want. And we can manage the lower documents and everything in a way, that is absolutely fantastic. >>Rafael, what was your what? What were some of the concerns you had mentioned? You had some trepidation. Was it a performance? Was it security? You know, some of the traditional cloud stuff and I'm curious as to how How whether any of those act manifested were they really that you had to manage? What were your concerns? >>Look, the main concern is how long is it going to take for everybody in the team? to learn to use the system like it and buy into it because I don't want to have my engineers using tools against their will write. I want everybody to be happy because that's how they're productive. They're happy and they enjoyed the tools they have. That was my main concern. I was a little bit worried about the whole concept of not having the files in a place where I couldn't quote unquote seat in some serving on site, but that that's kind of an outdated concept, right? So that took a little bit of a mind shift. But very quickly. Then I started thinking, Look, I have a lot of documents on Google Drive like I don't worry about that. Why would I worry about my cat on on shape? Right is the same thing. So I just needed to sort of put things in perspective that way. Um, the other, um, you know, their concern was the learning curve right is like how is he will be for everybody to and for me to learn it on whether it had all of the features that we needed and there were a few features that I actually discussed with, um uh, Cody at on shape on. They were actually awesome about using their scripting language in on shape to sort of mimic some of the features of the old cat, uh, in on shaped in a way that actually works even better than the old system. So it was It was amazing. Yeah. >>Great. Thank you for that, Phillip. What's your experience been? Maybe you could take us through your journey with on shape? >>Sure. So we've been we've been using on shaped Silver Side for coming up on about four years now, and we love it. We're very happy with it. We have a very modular product line, so and we make anything from detectors that would go into backpacks? Two vehicles, two very large things that a shipping container would go through and saw. Excuse me. Shape helps us to track and collaborate faster on the design, have multiple people working a same time on a project. And it also helps us to figure out if somebody else comes to us and say, Hey, I want something new. How we congrats modules from things that we already have. Put them together and then keep track of the design development and the different branches and ideas that we have, how they all fit together. A za design comes together and it's just been fantastic from a mechanical engineering background. I will also say that having used a number of different systems and solid works was the greatest thing since sliced bread. Before I got using on shape, I went, Wow, this is amazing. And I really don't want to design in any other platform after after getting on Lee a little bit familiar with it. >>You know, it's funny, right? I will have the speed of technology progression. I was explaining to some young guns the other day how e used to have a daytime er and that was my life. And if I lost that day, timer, I was dead. And I don't know how we weigh existed without, you know, Google Maps. Eso did we get anywhere? I don't know, but, uh, but so So, Matt, you know, it's interesting to think about, um, you know, some of the concerns that Raphael brought up, you hear? For instance, you know, all the time. Wow. You know, I get my Amazon bill at the end of the month It's through the roof in. But the reality is that Yeah, well, maybe you are doing more, but you're doing things that you couldn't have done before. And I think about your experience in teaching and educating. I mean, you so much more limited in terms of the resource is that you would have had to be able to educate people. So what's your experience been with With on shape and what is it enabled? >>Um, yeah, it was actually talking before we went with on shape. We had a previous CAD program and I was talking to my vendor about it, and he let me know that we were actually one of the biggest CAD shops in the state. Because if you think about it a really big program, you know, really big company might employ 5, 10, 15, 20 cad guys, right? I mean, when I worked for a large defense contractor, I think there were probably 20 of us as the cad guys. I now have about 300 students doing cat. So there's probably more students with more hours of cat under their belt in my building than there were when I worked for the big defense contractor. Um, but like you mentioned, uh, probably our biggest hurdle is just re sources. And so we want We want one of things I've always prided myself and trying to do in this programs provide students with access two tools and skills that they're going to see either in college or in the real world. So it's one of the reason we went with a big professional cad program. There are, you know, sort of k 12 oriented software and programs and things. But, you know, I want my kids coding and python and using slack and using professional type of tools on DSO when it comes to cat. That's just that that was a really hurt. I mean, you know, you could spend $30,000 on one seat of, you know, professional level cad program, and then you need a $30,000 computer to run it on if you're doing a heavy assemblies, Um, and so one of my dreams and it was always just a crazy dream. And I was the way I would always pitcher in my school system and say someday I'm gonna have a kid on a school issued chromebook in subsidized housing on public WiFi doing professional level bad and that that was a crazy statement until a couple of years ago. So we're really excited that I literally and, you know, march in, um, you said the forced march the forced march into, you know, modernity, March 13th kids sitting in my engineering lab that we spent a lot of money on doing. Cad March 14th. Those kids were at home on their school shoot chromebooks on public WiFi, uh, keeping their designs going and collaborating. And then, yeah, I could go on and on about some of the things you know, the features that we've learned since then they're even better. So it's not like this is some inferior, diminished version of the cat. And there's so much about it, E >>wanna I wanna ask you that I may be over my skis on this, but we're seeing we're starting to see the early days of the democratization of CAD and product design. It is the the citizen engineer. I mean, maybe insulting to the engineers in the room, but but is that we're beginning to see that >>I have to believe that everything moves into the cloud. Part of that is democratization that I don't need. I can whether you know, I think artists, you know, I could have a music studio in my basement with a nice enough software package. And Aiken, I could be a professional for now. My wife's a photographer. I'm not allowed to say that I could be a professional photographer with, you know, some cloud based software. And so, yeah, I do think that's part of what we're seeing is more and more technology is moving to the cloud >>Philip or Rafael anything. Your dad, >>I think I mean yeah, that that that combination of cloud based cat and then three D printing that is becoming more and more affordable on ubiquitous It's truly transformative, and I think for education is fantastic. I wish when I was a kid I had the opportunity to play with those kinds of things because I was always the late things. But, you know, the in a very primitive way. So, um, I think there's a dream for kids Thio to be able to do this. And, um, yeah, there's so many other technologies coming on, like Arduino and all of these electronic things that live. Kids play at home very cheaply with things that back in my day would have been unthinkable. >>So we know there's a go ahead. Philip Way >>had a pandemic and silver site moved to a new manufacturing facility this year. I was just on the shop floor, talking with contractors, standing 6 ft apart, pointing at things. But through it all, our CAD system was completely unruffled. Nothing stopped in our development work. Nothing stopped in our support for existing systems in the field. We didn't have to think about it. We had other server issues, but none with our, you know, engineering cad, platform and product development and support world right ahead, which was cool, but also a That's point. I think it's just really cool what you're doing with the kids. The most interesting secondary and college level engineering work that I did was project based. It's an important problem to the world. Go solve it and that is what we do here. That is what my entire career has been. And I'm super excited to see See what your students are gonna be doing, uh, in there home classrooms on their chromebooks now and what they do. Building on that. >>Yeah, I'm super excited to see your kids coming out of college with engineering degrees because yeah, I think that project based experience is so much better than just sitting in a classroom, taking notes and doing math problems on. And I think he will give the kids a much better flavor What engineering is really about. Think a lot of kids get turned off by engineering because they think it's kind of dry because it's just about the math for some very abstract abstract concept, and they are there. But I think the most important thing is just that. Hands on a building and the creativity off, making things that you can touch that you can see that you can see functioning. >>Great. So you know, we all know the relentless pace of technology progression. So when you think about when you're sitting down with the folks that on shape and there the customer advisor for one of the things that you want on shape to do that it doesn't do today >>I could start by saying, I just love some of the things that does do because it's such a modern platform and I think some of these, uh, some some platforms that have a lot of legacy and a lot of history behind them. I think we're dragging some of that behind them. So it's cool to see a platform that seemed to be developed in a modern era. And so that's, you know, it is the Google docks. And so the fact that collaboration and version ing and link sharing is, and, like, platform agnostic abilities the fact that that seems to be just built into the nature of the thing so far, that's super exciting as far as things that it to go from there, Um, I don't know. >>Other than price, >>you can't say I >>can't say lower price. >>Yeah, so far on a PTC s that worked with us. Really well, so I'm not complaining. There. You there? >>Yeah. Yeah. No Gaps, guys. Whitespace, Come on. >>We've been really enjoying the three week update Cadence. You know, there's a new version every three weeks and we don't have to install it. We just get all the latest and greatest goodies. One of the trends that we've been following and enjoying is the the help with a revision management and release work flows. Um, and I know that there's more than on shape is working on that we're very excited for, because that's a big important part about making real hardware and supporting it in the field. Um, something that was cool. They just integrated Cem markup capability In the last release that took, we were doing that anyway, but we were doing it outside of on shapes, and now we get to streamline our workflow and put it in the CAD system where we're making those changes anyway, when we're reviewing drawings and doing this kind of collaboration. And so I think from our perspective, we continue to look forward toa further progress on that. There's a lot of capability in the cloud that I think they're just kind of scratching the surface on you. >>I would. I mean, you're you're asking to knit. Pick. I would say one of the things that I would like to see is is faster regeneration speed. There are a few times with comics necessities that regenerating the document takes a little longer than I would like to. It's not a serious issue, but anyway, I'm being spoiled, >>you know. That's good. I've been doing this a long time and I like toe Ask that question of practitioners and to me, it it's a signal like when you're nit picking and that you're struggling to knit. Pick that to me is a sign of a successful product. And And I wonder, I don't know, uh, have the deep dive into the architecture, But are things like alternative processors? You're seeing them hit the market in a big way. Uh, you know, maybe a helping address the challenge, But I'm gonna ask you the big, chewy question now, then would maybe go to some audience questions when you think about the world's biggest problems. I mean, we're global pandemics. Obviously top of mind. You think about nutrition, you know, feeding the global community. We've actually done a pretty good job of that. But it's not necessarily with the greatest nutrition climate change, alternative energy, the economic divides. You've got geopolitical threats and social unrest. Health care is a continuing problem. What's your vision for changing the world and how product innovation for good can be applied to some of the the problems that that you all are passionate about? Big question. But who wants toe start >>not biased. But for years I've been saying that if you want to solve the economy, the environment, uh, global unrest, pandemics education is the case If you wanna if you want to, um, make progress in those in those realms, I think funding funding education is probably gonna pay off pretty well. >>Absolutely. And I think stem is key to that. I mean, all of the, ah lot of the well being that we have today and then industrialized countries, thanks to science and technology, right, improvements in health care, improvements in communication, transportation, air conditioning. Um, every aspect of life is touched by science and technology. So I think having more kids studying and understanding that is absolutely key. Yeah, I agree, >>Philip, you got anything they had? >>I think there's some big technical problems in the world today, Raphael and ourselves there certainly working on a couple of them. Think they're also collaboration problems and getting everybody doing ableto pull together instead of pulling, pulling separately and to be able to spur the idea is onwards. So that's where I think the education side is really exciting. What Matt is doing and and it just kind of collaboration in general when we could do provide tools to help people do good work? Uh, that is, I think, valuable. >>Yeah, I think that's a very good point. And along those lines, we have some projects that are about creating very low cost instruments for low research settings places in Africa, Southeast Asia, South America so that they can do, um, um, biomedical research that it's difficult to do in those place because they don't have the money to buy the fancy lab machines that cost $30,000 an hour. Um, so we're trying to sort of democratize some of those instruments. And I think thanks to tools like Kahn shaped and is easier, for example, to have a conversation with somebody in Africa and show them the design that we have and discuss the details of it with them. Andi, that's amazing. Right? To have somebody you know, 10 time zones away, Um, looking really life in real time with you about your design and discussing the details or teaching them how to build a machine. Right? Because, um, you know, they have a three d printer. You can you just give them the design and say, like, you build it yourself, uh, even cheaper than and, you know, also billing and shipping it there. Um, so all that that that aspect of it is also so super important, I think, for any of these efforts to improve, um, some of the hardest part was in the world from climate change. Do you say, as you say, poverty, nutrition issues? Um, you know, availability of water. You have that project at about finding water. Um, if we can also help deploy technologies that teach people remotely how to create their own technologies or how to build their own systems that will help them solve those forms locally. I think that's very powerful. >>Yeah, that point about education is right on. I think some people in the audience may be familiar with the work of Erik Brynjolfsson and Andrew McAfee, the second machine age where they sort of put forth the premise that, uh, is it laid it out. Look, for the first time in history, machines air replacing humans from a cognitive perspective. Machines have always replaced humans, but that's gonna have an impact on jobs. But the answer is not toe protect the past from the future. Uh, the answer is education and public policy. That really supports that. So I couldn't agree more. I think it's a really great point. Um, we have We do have some questions from the audience. If if we can. If I can ask you guys, um, you know, this one kind of stands out. How do you see artificial intelligence? I was just talking about machine intelligence. Um, how do you see that? Impacting the design space guys trying to infuse a I into your product development. What can you tell me? >>Um, absolutely. Like, we're using AI for some things, including some of these very low cost instruments that will hopefully help us diagnose certain diseases, especially this is that are very prevalent in the Third World. Um, and some of those diagnostics are these days done by thes armies of technicians that are trained to look under the microscope. But, um, that's a very slow process. Is very error prone and having machine learning systems that can, to the same diagnosis faster, cheaper and also little machines that can be taken to very remote places to these villages that have no access to a fancy microscope to look at a sample from a patient that's very powerful, and I we don't do this. But I have read quite a bit about how certain places air, using a Tribune attorneys to actually help them optimize designs for parts. So you get these very interesting looking parts that you would have never thought off. A person would have never thought off, but that are incredibly light ink earlier strong and I have all sort of properties that are interesting thanks to artificial intelligence machine learning in particular, >>yet another, uh, advantage you get when when your work is in the cloud I've seen. I mean, there's just so many applications that so if the radiology scan is in the cloud and the radiologist is goes to bed at night, radiologist could come in in the morning and and say, Oh, the machine while you were sleeping was using artificial intelligence to scan these 40,000 images. And here's the five that we picked out that we think you should take a closer look at or like Raphael said. I can design my part. My, my, my, my, my you know, mount or bracket or whatever and go to sleep. And then I wake up in the morning. The machine has improved. It for me has made it strider strider stronger and lighter. Um And so just when your when your work is in the cloud, that's just that's a really cool advantage that you get that you can have machines doing some of your design work for you. >>Yeah, we've been watching, uh, you know, this week is this month, I guess is aws re invent and it's just amazing to see how much effort is coming around machine learning machine intelligence. You know, Amazon has sage maker Google's got, you know, embedded you no ML and big query. Certainly Microsoft with Azure is doing tons of stuff and machine learning. I think the point there is that that these things will be infused in tow R and D and in tow software products by the vendor community. And you all will apply that to your business and and build value through the unique data that your collecting you know, in your ecosystems. And and that's how you add value. You don't have to be necessarily, you know, developers of artificial intelligence, but you have to be practitioners to apply that. Does that make sense to you, Philip? >>Yeah, absolutely. And I think your point about value is really well chosen. We see AI involved from the physics simulations all the way up to interpreting radiation data, and that's where the value question, I think, is really important because it's is the output of the AI giving helpful information that the people that need to be looking at it. So if it's curating a serious of radiation alert, saying, Hey, like these are the anomalies you need to look at eyes it, doing that in a way that's going to help a good response on. In some cases, the II is only as good as the people. That sort of gave it a direction and turn it loose. And you want to make sure that you don't have biases or things like that underlying your AI that air going to result in, uh in less than helpful outcomes coming from it. So we spend quite a lot of time thinking about how do we provide the right outcomes to people who are who are relying on our systems? >>That's a great point, right? Humans, air biased and humans build models, so models are inherently biased. But then software is hitting the market. That's gonna help us identify those biases and help us, you know? Of course. Correct. So we're entering Cem some very exciting times, guys. Great conversation. I can't thank you enough for spending the time with us and sharing with our audience the innovations that you're bringing to help the world. So thanks again. >>Thank you so much. >>Thank you. >>Okay. You're welcome. Okay. When we come back, John McElheny is gonna join me. He's on shape. Co founder. And he's currently the VP of strategy at PTC. He's gonna join the program. We're gonna take a look at what's next and product innovation. I'm Dave Volonte and you're watching innovation for good on the Cube, the global leader. Digital technology event coverage. We'll be right back

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel and AWS. Yeah, husband. Welcome back to the cubes. Live coverage of AWS reinvent 2020. We're not in person this year. We're virtual This is the Cube Virtual. I'm John for your host of the Cube. Roger Barker, the General Manager AWS Robotics and Autonomous Service. And a lot of other cool stuff was on last year. Always. Speed Racer. You got the machines. Now you have real time Robotics hitting, hitting seen Andy Jassy laid out a huge vision and and data points and announcements around Industrial this I o t it's kind of coming together. Roger, great to see you. And thanks for coming on. I want to dig in and get your perspective. Thanks for joining the Cube. >>Good to be here with you again today. >>Alright, so give us your take on the announcements yesterday and how that relates to the work that you're doing on the robotic side at a w s. And where where does this go from? You know, fun to real world to societal impact. Take us through. What? You how you see that vision? >>Yeah, sure. So we continue to see the story of how processing is moving to the edge and cloud services, or augmenting that processing at the edge with unique and new services. And he talked about five new industrial machine learning services yesterday, which are very relevant to exactly what we're trying to do with AWS robot maker. Um, a couple of them monitor on, which is for equipment monitoring for anomalies. And it's a whole solution, from an edge device to a gateway to a service. But we also heard about look out for equipment, which is if a customer already has their own censors. It's a service that can actually back up that that sensor on their on the device to actually get identify anomalies or potential failures. And we saw look out for video, which allows customers to actually use their camera and and build a service to detect anomalies and potential failures. When A. W s robot maker, we have Ross Cloud Service extensions, which allow developers to connect their robot to these services and so increasingly, that combination of being able to put sensors and processing at the edge, connecting it back with the cloud where you could do intelligent processing and understand what's going on out in the environment. So those were exciting announcements. And that story is going to continue to unfold with new services. New sensors we can put on our robots to again intelligently process the data and control these robots and industrial settings. >>You know, this brings up a great point. And, you know, I wasn't kidding. Was saying fun to real world. I mean, this is what's happening. Um, the use cases air different. You look at you mentioned, um, you know, monitor on lookout. But those depend Panorama appliance. You had computer vision, machine learning. I mean, these are all new, cool, relevant use cases, but they're not like static. It's not like you're going to see them. Just one thing is like the edge has very diverse and sometimes mostly purpose built for the edge piece. So it's not like you could build a product. Okay, fits everywhere. Talk about that dynamic and why the robotics piece has to be agile. And what do you guys doing to make that workable? Because, you know, you want purpose built. The purpose built implies supply chain years. in advance. It implies slow and you know, how do you get the trust? How do you get the security? Take us through that, please. >>So to your point, um, no single service is going to solve all problems, which is why AWS has has released a number of just primitives. Just think about Kinesis video or Aiken. Stream my raw video from an edge device and build my own machine learning model in the cloud with sage maker that will process that. Or I could use recognition. So we give customers these basic building blocks. But we also think about working customer backward. What is the finished solution that we could give a customer that just works out of the box? And the new services we heard about we heard about yesterday were exactly in that latter category. Their purpose built. They're ready to be used or trained for developers to use and and with very little customization that necessary. Um, but the point is, is that is that these customers that are working these environments, the business questions change all the time, and so they need actually re program a robot on the fly, for example, with a new mission to address the new business need that just arose is a dynamic, which we've been very tuned into since we first started with a device robo maker. We have a feature for a fleet management, which allows a developer to choose any robot that's out in their fleet and take the software stack a new software stack tested in simulation and then redeploy it to that robot so it changes its mission. And this is a This is a dialogue we've been seeing coming up over the last year, where roboticists are starting to educate their company that a robot is a device that could be dynamically program. At any point in time, they contest their application and simulation while the robots out in the field verify it's gonna work correctly and simulation and then change the mission for that robot. Dynamically. One of my customers they're working with Woods Hole Institute is sending autonomous underwater robots out into the ocean to monitor wind farms, and they realized the mission may change may change based on what they find out. If the wind farm with the equipment with their autonomous robot, the robot itself may encounter an issue and that ability because they do have connective ity to change the mission dynamically. First Testament, of course, in simulation is completely changing the game for how they think about robots no longer a static program at once, and have to bring it back in the shop to re program it. It's now just this dynamic entity that could test and modify it any time. >>You know, I'm old enough to know how hard that really is to pull off. And this highlights really kind of how exciting this is, E. I mean, just think about the idea of hardware being dynamically updated with software in real time and or near real time with new stacks. I mean, just that's just unheard of, you know, because purpose built has always been kind of you. Lock it in, you deploy it. You send the tech out there this kind of break fixed kind of mindset. Let's changes everything, whether it's space or underwater. You've been seeing everything. It's software defined, software operated model, so I have to ask you First of all, that's super awesome. Anyway, what's this like for the new generation? Because Andy talked on stage and in in my one On one way I had with him. He talked about, um, and referring to land in some of these new things. There's a new generation of developer. So you gotta look at these young kids coming out of school to them. They don't understand what how hard this is. They just look at it as lingua frank with software defined stuff. So can you share some of the cutting edge things that are coming out of these new new the new talent or the new developers? Uh, I'm sure the creativity is off the charts. Can you share some cool, um, use cases? Share your perspective? >>Absolutely. I think there's a couple of interesting cases to look at. One is, you know, roboticists historically have thought about all the processing on the robot. And if you say cloud and cloud service, they just couldn't fathom that reality that all the processing has cannot has to be, you know, could be moved off of the robot. Now you're seeing developers who are looking at the cloud services that we're launching and our cloud service extensions, which give you a secure connection to the cloud from your robot. They're starting to realize they can actually move some of that processing off the robot that could lower the bomb or the building materials, the cost of the robot. And they can have this dynamic programming surface in the cloud that they can program and change the behavior of the robot. So that's a dialogue we've seen coming over the last couple years, that rethinking of where the software should live. What makes sense to run on the robot? And what should we push out to the cloud? Let alone the fact that if you're aggregating information from hundreds of robots, you can actually build machine learning models that actually identify mistakes a single robot might make across the fleet and actually use that insight to actually retrain the models. Push new applications down, pushing machine learning models down. That is a completely different mindset. It's almost like introducing distributed computing to roboticists that you actually think this fabric of robots and another, more recent trend we're seeing that were listening very closely to customers is the ability to use simulation and machine learning, specifically reinforcement. Learning for a robot actually try different tasks up because simulations have gotten so realistic with the physics engines and the rendering quality that is almost nearly realistic for a camera. The physics are actually real world physics, so that you can put a simulation of your robot into a three D simulated world and allow it to bumble around and make mistakes while trying to perform the task that you frankly don't know how to write the code for it so complex and through reinforcement, learning, giving rewards signals if it does something right or punishment or negative rewards signals. If it does something wrong, the machine learning algorithm will learn to perform navigation and manipulation tasks, which again the programmer simply didn't have to write a line of code for other than creating the right simulation in the right set of trials >>so that it's like reversing the debugging protocol. It's like, Hey, do the simulations. The code writes itself. Debug it on the front end. It rights itself rather than writing code, compiling it, debugging it, working through the use cases. I mean, it's pretty different. >>It is. It's really a new persona. When we started out, not only are you taking that roboticist persona and again introduced him to the cloud services and distributed computing what you're seeing machine learning scientists with robotics experience is actually rising. Is a new developer persona that we have to pay attention to him. We're talking to right now about what they what they need from our service. >>Well, Roger, I get I'm getting tight on time here. I want one final question before we break. How does someone get involved with Amazon? And I'll see you know, whether it's robotics and new areas like space, which is verging, there's a lot of action, a lot of interest. Um, how does someone engaged with Amazon to get involved, Whether I'm a student or whether I'm a professional, I want a code. What's what's the absolutely, >>absolutely, so certainly reinvent. We have several sessions that reinvent on AWS robo maker. Our team is there, presenting and talking about our road map and how people can get engaged. There is, of course, the remarks conference, which will be happening next year, hopefully to get engaged. Our team is active in the Ross Open Source Community and Ross Industrial, which is happening in Europe later in December but also happens in the Americas, where were present giving demos and getting hands on tutorials. We're also very active in the academic research in education arena. In fact, we just released open source curriculum that any developer could get access to on Get Hub for Robotics and Ross, as well as how to use robo maker that's freely available. Eso There's a number of touch points and, of course, I'd be welcome to a field. Any request for people to learn more or just engage with our team? >>Arthur Parker, general manager. It is robotics and also the Autonomous Systems Group at AWS Amazon Web services. Great stuff, and this is really awesome insight. Also, you know it za candy For the developers, it's the new generation of people who are going to get put their teeth into some new science and some new problems to solve. With software again, distributed computing meets robotics and hardware, and it's an opportunity to change the world literally. >>It is an exciting space. It's still Day one and robotics, and we look forward to seeing the car customers do with our service. >>Great stuff, of course. The Cube loves this country. Love robots. We love autonomous. We love space programming all this stuff, totally cutting edge cloud computing, changing the game at many levels with the digital transformation just a cube. Thanks for watching

hi buddy welcome is cute conversation we're here with John Barker who's the co-founder and CEO of versatile a partner of H Pease and John tell us about versatile what's your particular niche and expertise sure Dave yeah I appreciate you having me here today Versalles been around for 25 years and we had talked earlier about oh boy you know a lot of companies don't make 25 years and so you know what's our kind of value proposition and we really believe they're working serious consultants and advisors to our customers that sounds overused it sounds simplified but it's absolutely that it has served as well for past 25 years and its really continues to serve as well as we move forward surely into this whole cloud world I think the technology choices the changes the opportunities have never been greater but customers are confused I really believe that they they need some guidance given all the choices that may be out there for them so our ability to really get in with our customers and talk about what their business issues are on how we can solve them has really got a lot to do with our success over the past 25 years so versatile and HPE have sponsored this technology series we're really getting into understanding how storage is contributing to digital transformations how architectures are changing so watch this video brought to you by HPE and versatile thanks for watching

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back to San Diego. The Cube has been live here at Cisco Life for the last three days. Student a man with meat, Lisa Martin wrapping things up and we're pleased to welcome to the Cube for the first time James Slay me, the cofounder and had a product for Double James. Welcome to the Cube >> very much. >> All right, So, Deborah, before we get into who you guys are, why you started this company stew. Thought maybe this had to do with your love of dub. Step the name >> way do like that step. But it really wasn't the reason May my co founders were involved with telecommunications and the industry, and we thought the cloud was coming quite fast. And we thought, you know, we started an opportunity that as much as the telcos we're trying to move service. It's a cloud that was value weds they need to provide. And there wasn't really a quality solution for recording for uncle's. >> So came from dubbing tape to tape back in the day. For those here is can remember when we had >> the tapes the name came from. That's how I remember we came, came about The name is that we're thinking, you know, I like to set because it was dubbing and then, you know, double came out of that was available. >> So tell us our audience about call cloud based call recording tell us a little bit about that. But why? What was the impetus for you saying? You know what? There's a gap in the market. We gotta solve it. >> Yeah, So everything think traditional providers were all in on premise Catholics based servers licensing all that traditionally no software model with the transition to cloud for telephony. So unified communications or anything like that Theo ability to have a platform that could record content. Really, By switching it on where that was, we partnered with Toko. So I say, I say tacos and Australian Server that Carrie is also provided tell they want to hear about what they called connect to their network and then offer it at scale so they could switch on one user or actually switch on 100,000 users instantly. And we managed the back into that and they get to go to the service. >> Yeah, it's interesting. So Lisa and I were at the Enterprise Connect show this year, and one of the themes we got out of the week of doing that show is Well, there's always the cool new technologies were doing video, and you know, there's the E R. And you know, people use Chatbots Airways do their voices still critical. Yeah, So maybe talk about you know, your customer base and you know, the role that you're playing to help them. And, you know, still, that that voice is is such an important decent of how we communicate. Yeah, it's really interesting, >> Like way still. Look at that. The important things that I done via voice. If you've got an important customer, you know, discussion, we have you going to send him an email you're probably gonna have followed up with a phone call or initiate with a phone call on most of time. That daughter is is lost. So you know things we discuss and you don't get them back. And, you know, generally call recording. If you're looking at that, people think contact center and regulatory reasons like financial services and that's our bread and butter. But now we're seeing with exposed the more cloud based options. That is, this is a study talk to expand that used case across outside of that traditional reason and not just call recording, you know, eyes that you know, becoming more prevalent as well. >> So how are you guys infusing a I into what you're doing? And also with Sisko to not only be able to apply intelligence to the data that you're gathered from reported calls, but also Dustan, the way that also facilitates security and privacy? >> Yeah, so Security's calling way couldn't have a platform that's use it is connected. Tio, You know, 18 See's Network way got over 100 telco or carrying their ways connected globally at the moment. That's all across Europe, America, Canada and then Asia as well. And now you know, we've been chosen by Sisko for their broad cloud platform, which I recently acquired way. What we see is that because we can capture content at scale way, then can actually easily then produce transcriptions, sentiment tone from the best of the three providers around the world with my be asked. But, you know, we could use any other third party provider that customer might want to use. Use case. Then Khun B. Go towards a small business in my you know, I'll say it's more reasonable and I'll explain on enterprise in a small business, theirselves person might be speeding, made the main customer 1,000,000 customer brings up. It is not happy, and we're going to tell the boss or the team leader they could automate, literally as easy automation, saying notifications Conor, a team leader. You should call this customer back. Without that, they lose the potential of retaining that customer now that previously that's only really the large business or the only has the technology to do that, all the ability to actually get it to market with us and because we connected to the network or even on, you know easily on ah, call manager solution through Cisco, that's any size of business. Large business. We're seeing also a bank as an example there, looking to capture everything across their whole business, not just contact center and start looking for key words that I said it's a credit card or home loan, and they make sure that their agent or their employee is disclosing that product correctly to the customer to make sure they're compliant Now that they're not talking about that across the of the whole business, not just always example. 4,000 seats in a context enter but 40,000 across their whole business on any phone, they using the moment without a mobile cellular or a despondent. >> Okay, so bring us inside your customers. Is that you know you mentioned call centers? Is that the primary use case? Do you go into different verticals? You know what? What does your customer base look like? >> Way definitely go like a safe contact centers for sure on DH. That's it's it's been there for a long time. That requirement to record phone calls and do it well, uh, financial services knock. It's throughout throughout the world, in the U. S. As well in the Europe because of me fit and all those requirements compliant. But as said way are now expanding that use case because of a A and requirement access data. Also, our platform is an open, open platform if that makes sense, but everything we record or capture is encrypted. But it isn't a format that Thean customer can use a CZ that won't apply themselves. They're all looking at using a I. You know, there are other other data sources in the company because it's available. They can use it with other. Well, >> yeah, actually, I just wanted to poke it that because one of the challenges we have out there is there's a lot of data, but how do I actually extract value out of that? So is this now a way for your customers to really unlock something that historically you just you you might have kept it for compliance. Reason to work, you know, to review some kind of training. But it was a little bit tough to get in and leverage the information that was in >> there. Yeah, you know, cos today I really they're they're assessing, You know, anything in a written format today they already losing. I want to do that Previously has been really hard to do that with voice now, because we can capture again captured at scale there. Now I can look at it and say, Can we use the same tools? Were looking for everything else in our business. I looked down and saw that the voice >> so walk us through an example of where double is integrated into an organization. If we think of a bank and you mentioned, you know, use case is one of them piqued my interest about Okay, sentiment. If there is an issue that needs to be escalated and somebody in the organization needs to call a customer, what's been recorded is indicating that is never able to integrate with, like marketing automation serum tools that that data is then pulled in a map back to that account and how it's being managed. >> Yeah, correct. Good, really good question, probably explained that way are a global platform. So we deployed everywhere in the world. So Australia's I'm from a trailer again, but U S Canada, Singapore, Japan, London, Ireland and the UK way recording that in that country we store in the country. But it is a scale. Little platform is a service, which means that way run a product, eyes a p I to open a p I, whether we've integrated with their application or the customer then can say we never want to log into doubles applications. Were you present all the daughter and our own complications already? That's already practiced today. It's available today is in ample. If they wanted to use South forces a serum looking today. Look at the contacts. You can see all the holes, All the transcriptions directly in South Force. >> That's cool. So they get that visibility in a way that that works for them? >> Yeah. Yeah, not precious. We look at ourselves a platform first, and we provide applications. We know users. Did you call recording as they expect to use it, like with permission based access team management. But in reality, we're trying to make it fit in the way that you they'll write their own business and more insights. >> Alright. So, James, we're here at Cisco Live. So explain to us how you tie into what's going on here at the show. You know, we're here in the definite zone. Curious If you talked about being an open platform, Do you know I did in the development pieces here? Yeah, >> we've We've had some really good conversations in the last three days. It's interesting to see people talk about, you know, they come up and they start talking about cool recording and way Explain what we just discussed. Relations open and they can access via Pio, and they start thinking they can see their mind. Figure out how they could apply that their own business. We've always wave always work the Cisco Way Boys work with broad Soft, which they've now acquired, and they now make that part of the business. But you know where that's called Manager. Wait. Have now announced they're doing whether it's calling, you know, we're talking to customers about cool recording through double on whether it's calling now. So if businesses you know, having a plan, Teo moved there from the UN Prem to cloud that Cisco way, make a second unified solution for them and they could make a road map for that with him. So it's a really good conversation we're having here. >> So in the development of the go to market strategy, or so I already have an established Francisco. >> Now where do you have a stress ready? We're day of Ah, we're partners, Cisco. Already we've got over 100 carries who used this go in. Their networks were really connected to them. I'm already recording in capturing content on those networks were pretty tight with this guy for sure, but you look at the enterprise that its president, although cloud yet they're really moving to that. So if they want to have a core recording solution or a solution on for him, and they might want to move to cloud future in the future, we have that in the future. So I'm doing it now is probably maintain the same service right through. >> So can you give us an example, a customer success that is leveraging Debra with Cisco whether you, you, Khun Anonymous eyes it or if you can name it? Great. But I would love to see how it's really working in action to drug business results. >> Yeah, it's going Good question. I'm trying to be the best one to give you. At the moment, I could think of a customer of ours with, you know, in the UK they're spread it costs. I think around 100 locations they're currently recording with double and using transcription to transcribe their calls are looking for patterns across the whole business and the using Cisco for the late telephony on then, looking at that and I've actually found things that just decided to save money, they've been losing some money in certain locations, and they've used the transcription. Seem patents actually implemented changes to actually sell a say that >> Awesome. So in terms of the last three days of Sisqo live, some of the announcements that have come out Cisco has been on this transition here on the hardware company network here, back in the day to now introducing AP eyes across the product portfolio, which he'd been two years ago. They didn't have to this pivot towards a software focus for a company like double born in the cloud. What does that signify to you guys? >> Uh, so you see what a sight it was. >> Yeah, what does that signify to double >> wellit's great for us, and it's really important for us to make sure we're along into that. We've already have always been an A P I first company on, you know, accessing the contents. But it's a challenge may, sometimes for businesses to embrace that way, need to make sure that we're way we're looking at Cisco and understand how they want to use Ap eyes and aligning ourselves on DH. Hopefully push him along because we're doing it for a while, eh? So we released, you know five years ago. It was cloud based, and it's good for everyone. Started talking about a pee eyes and employing them. >> Awesome. Well, James Splint. Pleasure to have you on the Cube this afternoon with stew in me. Thanks for stopping Mind sharing what Debra's doing with Cisco and to really help transform enterprises from any industry. We appreciate your time, all right. And we can't close the queue. But Sisqo live in San Diego without saying this one thing, which we're all going to do together. You ready, guys? On my count. 321 Classy. San Diego for soon. Minuteman II. Lisa. Bart, you've been watching the Cube. Thanks so much for watching. We'll see you next time.

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back Here in the San Diego Convention Center. I'm student in my co host, David Dante, and you're watching the Cube, the leader in worldwide Tech coverage, and its Sisqo Live 2019 happening. Welcome back to the program. One of our Cuba, Lem's Russ Curie, who is the vice president Enterprise strategy at Net Scout. It's great to see you. Thanks for joining you guys. Thanks for having me. Alright, we always say, we got a bunch of Massachusetts guys that had to fly all the way across the country to talk to each other really well. So a couple hours for the beast hip, all everybody excited. But a lot of excitement here in the definite zone specifically and Sisqo live overall, 28,000 intended you've been to a lot of customer meetings, gives a little insight. What's been your take away from the show so >> far? I think that there's a lot of energy towards the multi cloud called Deployments in general Security. The whole introduction of Umbrella has got a lot of conversation started. It's amazing the amount of cos you see out there talking about just visibility in general, and that's being one of them as well. So it's been a lot of fun. >> Good show this year, Russ. I've been looking for this conversation. We heard from Chuck Robbins in the keynote. He said The network sees a lot of things, and Cisco says they're going to give customers that visibility. Of course, that ties in a lot, too. What Net scouted love, you know, give us. You know, your thoughts on Multi Cloud. How Cisco doing in the space? And how does Net Scout fit into that whole picture? >> Well, I think that one of things as Chuck talks about that, it's the cloud is the one thing, or the network is the one thing that's common for all. Coming along the devices right? I have. If I go into a different cloud, I have one set a performance metrics I might be able to gather about. You look at what device or an operating system. It's all different. But all the communications on the network T C P I. P is common. That really provides that thread that you're able to provide that level of visibility. So it really becomes one of those things that the network is a unique place to gain perspective on both the performance in the security that we're delivering to our customers. So can >> you just summarize the problem that Net Scout solves for our audience? Sure, I think that primarily it's one of these situations where I've been my own prime environment. It was pretty easy. I had access to everything. I could see what was going on. Quite readily. I started introduced visual ization and now traffic start to move much more East West and became a problem for folks. I think can Cisco recently said 85% of the traffic there seeing on the network is East West traffic, right? And then we moved to the cloud, and it's even more obvious gay that I can't see anything in new ways of network traffic. There typically live in clover and desert starting to address that, but really being able to gain that level of visibility so you can understand exactly what's happening just gaining that perspective. So let's explain it. >> I'm going to stay with the East West north seven metaphor. Why is it easier to get visibility in a column? >> Then? It is a row, I think, because in a column is everything exploding north and self. So you've got everything right there, and usually you have a place where you can look into it. But when you're flat, it starts to become really different you're looking at. But advice is talking to know the devices that don't necessarily have to traverse any part of the network it. Khun, stay within. Ah, hi provides, for example, so providing solutions lawyer game visibility into that environment is really important and the protocols that we use their change a bit so traditional tools don't necessarily fit well. So what's the general solution to >> solving that problem? And then I want to understand the Net Scouts secret sauce. But let's stop. Let's start of high level. How does the industry solved that problem? So the industry >> has been trying to solve that problem mostly by looking at the goodwill of third parties, looking at things like net blower, log events and aggregating that normalizing it. You've had solution sets that looked at network traffic, but it becomes very difficult for a lot of folks to make use of that network traffic, and what we've done is really provide the ability to look into that network. Traffic and gain gather from really anywhere it's deployed whether it's public loud, private cloud, our solution said, That's our secret sauce. Our solution. Second go anyway. >> So so add some color to that in terms of your able to inspect deeper through what just magic software you got. You got a pro you send in so >> well. Actually, we have a device. It's called a SNG, and in the virtual world we use something that we call be stream. In the physical world, we have some that we call in Finnish Stream N. G. And that leverage is a technology that we've developed, called Sai, which is adaptive service intelligence and well, also do is watch all that traffic and build meta data in real time so we can surface key indicators of performance and security events. Get that information up into a collection mechanism that doesn't have to normalize that data. It just looks at it as is way. Build it into a service Contact services context laws uses to see across a multi cloud environment in a single pane of glass. Okay, so one of >> the biggest challenges for customers is that they're changing these environment. It's what happens. Their applications, you know, applications used to be rather self contained. Even the bm They might have moved some, but now we're talking about, you know, micro services, architecture, multi cloud environment. There's there's a lot going on there, you know? What's the impact on that for your world, >> Right? That's been exactly it. Weigh three tier application was kind of pretty straight forward, even though at the point we started introducing, we thought that was a really tough stuff. Now what we're doing, as you say, it's doing micro services architectures, and I might take my presentation layer and put out in the cloud and the public cloud in particular. So I'm closer to the UN user and delivering better high performance capabilities to them lower lately, Auntie and the like and I take my application server and I split that up all over the place, and I might put some in public. Claude. I might put some in private club. I maintain some of it in the legacy. So all that interconnection, all that independency is really, really hard to get your hands around and that complexity. We looked at the street study that said 94% of the 600 respondents said that the the networks are as complex or more complex than they have been two years ago. >> Yeah, that's not surprising, unfortunately to hear that, but you know, when we talk to customers out there, it used to be, you know, the network is something You set it up. You turned all your knobs and then don't breathe on this thing because I've got a just where I want today. It can't be like that. You know, I I we know that it's very dynamic has changed. The message from Cisco has been We need to simplify things and, you know, obviously everybody wants that. But how do you make sure you ensure that application, performance and security, without having the poor admit, have to constantly, you know, be getting tickets in dealing with things >> I think are Solution really provides a common framework for visibility, and that's really what I think is really important. When you're starting to infer based upon different data sets, it becomes very difficult to put your finger on the problem and identified. That's really a problem. And it's trying to blend the organization. Let's sit this concept of the versatile list and trying to make sure that people are more capable in addressing problems in kind of a multi dimensional role that they have now in particular network and security. The organizations, they're trying to come together, God, they rely on different data sense, and that's where it kind of falls apart. If you have a common day to say, you're going to have a better perspective, Okay, >> I was just a front from that application standpoint. How much of this is just giving notification to invisibility? Intuit vs, you know? Is it giving recommendations or even taking actions along those lines? >> Yeah, I think it has. It has to give you recommendations and has to give you pinpoints. You really? You've got to be able to say there here's a problem. This is what you need to do to fix it right? I think what often when I'm talking to folks, I say it's about getting the right information to the right person at the right time to do the right thing If you're able to do that, you're going to be much more effective. Yes. OK, so you've got this early warning system, essentially, hopefully not a tulip. But that's what practitioners want. Tell me something. Tell me. Give me a a gap and tell me the action to take before something goes wrong. Ideally. And so you could do that. You could give them visibility on it, Kind of pinpoint it. And do you see the day, Russ, where you can use machine intelligence toe as Stuart suggesting start to maybe suggest remedial action or even take remedial action? Oh, absolutely. I mean, there are some things that you can really do and do quite well. Walking for security events, for example, is the primary one. We've always had the ideas in place in the early days, a lot of folks who are cautious because they wanted to have a negative impact on the business. But when we take a look at ex filtration and blocking outbound connections, if you know the bad actors and you know the bad addresses, you can stop that before it gets out of your network. So people aren't gonna have that X illustration of your information. >> All right. So, Russ, you've been meeting with a bunch of customers here at the show, What's top of mind for them And if some of the conversation I've been having this week, you know, security, you know, has been climbing that that list for many years now. But in your world, what are some of the top issues? >> Yeah, security, definitely. There's no question. I think it's one of those environments where you can almost never have enough. There is always hungry more and more and better and more accurate solutions. I I think I saw something recently. There was a top 125 security solutions that's like top 120 times really way. Doyle The Town 25 Exactly. And I think I D. C's taxonomy has 73 sub categories to the security. So security is, you know, more than a $500 word. You know, it might be a $5,000 word. It's crazy and same with club, right, because it's not like, you know, in fact, I was talking to someone recently, and it's with the club village Go. It's not a club village. A more This is everything we're doing is the cloud. So it's change in mindset. So it's It's interesting as a cloud universe. So what's next for Net Scout, you know, give us a little road map? What Khun observers expect coming from you guys more significant, pushing the security in particular. One of things we see is that our data set really has the ability to be leverage for both security and performance work. Load sport floats were integrating the products that we bought with the Harbour acquisition we bought over networks. And they have a highly curated threat intelligence feed that we're going to bring in and add to our infinite streams and have the ability to detect problems deep inside the network. You know, it's one of these things the bad actors kind of live off the land. They get in there and they know their way around slowly and methodically and drought dribble information. No. Well, the only way to catch that is like continually monitoring the network. So having that perspective so continuing to grow that out and provide again more of that, eh? I aml approach to understanding and be more predictive when we see things and be able to surf. It's that type of information. Security already used to be activists. And now it's become, you know, high crime even. Yeah, even, you know, nation states, right. And the job of ah of a security technology company is to raise the cost, lower the value right to the hacker, right to the infiltrator so that they go somewhere else. All right. Hey, make it really expensive for them. So either get through. But we ve what's like you get through, make it really hard for them to take stuff out. And that's really what you're doing. >> It was like you made sure to lock the front door now because it stopped them. But, you know, maybe I'll go somewhere else, right? It's a little bit >> different. Preventing you wanna minimize your risk, right? So if you're able to minimize the risk from performance and security problems, it's really all about understanding what you've got, what your assets are protecting them. And then when that someone's trying to look at them stopping it from happening, >> OK, last question I have for you, Russ, is being in this Cisco ecosystem out there. We're watching Cisco go through a transformation become more and more software company now, four years into the Chuckle Robin's era. So you know, how's that going in? What's it mean to partner Francisco today? >> It's going really well, and I think that we adopted a lot of way or adopted a lot of what the Sisko has done as well and really transform Nets go from what was primarily a hardware first company into a software first company. You know, it's kind of I was in a conference once and we were talking about software eating the world, right and but ultimately, its hardware. That's doing the chewing right. So I think it's one of those balancing acts. You know, it's Cisco's still of selling a ton of hardware, but it's a software solution sets so they deploy on their hardware. That makes it happen. And it's similar for us. You know, we're building out software solutions that really address the issues that people have building all these complex environments. All right, >> Russ Curie, congratulations on all the progress there and look forward to keeping up with how Netscape's moving forward in this multi cloud world. Thank you. All right, we'll be back with lots more coverage here from Cisco Live, San Diego for David Dante Obst Amendment. Lisa Martin's also here. Thanks, as always, for watching the Cube.

>> Live from San Diego, California It's the queue covering Sisqo Live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back to the Q. We are running out Day two of our coverage of Sisqo Live 2019 from San Diego. Finally. Smartened. Joining Me with David Dante, David Ayer welcoming Carl Hobart to the queue for the first time. Director of product management for network service orchestration from Cisco. Welcome, Carl. >> Thank you so much. Thanks for having you guys >> wearing the Definite Zone. This area has been completely jammed. So buzzy, so full of excitement. For the last two full days, 95% we've been talking about all of the news, the announcement. But network automation is something that we've also been talking about. I was looking at some stats from this Cisco website. I think it was an infographic the other day where of network management is still manual, and I think what hit toe optics alone does that create talk to us about network automation and orchestration? In 2019 what's thie state of the art >> A LL. That's a big topic, but let me see if we can feel some of the layers >> off feeling you can. >> I do spend equated with quite a bit of time with this. And I also have the pleasure of having this conversation with many, many customers because, let me tell you, as uncomfortable as it may feel, you know, for a company like Cisco that is actually the number one topic that customers bring to us. They trust us on so many other dimensions in terms, in terms of the infrastructure that we bring. But the one thing that they really don't want to bring to the front is how can we help them automate their networks? Right? And there's a couple of pressure points going for them. I mean, it's the obvious basic stuff. That manual steps introduce an insane amount of outages and lowers equality. But it's also preparing for what's going to come. So it's that perfect mix between unavoidable and somewhat tedious. It is truly somewhat tedious. It's about cleaning up in front of your door, right? So they're turning to us to try to understand, and this is where it gets really interesting. What are others doing around this? Right, so we get to build a very nice and interesting body of experience working with a number of us, you can imagine large network owners going through the motions towards natural automation because that's number. The observation number one is that it's a long journey. It involves a whole lot of rolls inside of the organization, and it just takes time. So it's not one of these things you can buy yourself out of or you can, you know, hardware yourself out of. It's literally a big a turning point for how they organize themselves, how they hire people, which is huge. We've even had example. So they had to rethink the interior decoration off some of their some of their sight because with the emergence of software people of automation experts, they don't work the same way as traditional network engineers, right? They need another type of building, and that's how it really daunts on some of our customers that okay, way have to step back. So I was coming back to your actual question. Question is that the state of the art right now is the insight that it's a big, big I wouldn't say revolution but evolution towards the software centric world and that it permeates the entire life off people that owns large networks. That insight is actually >> what I saw that the light bulb goes off, okay, but it's it's a maturity curve. It's a bell curve it is for so do you still have? Sure you do. You see complacency. You see fear. What's that? What's that mix look like right now? Is it just a tip of the spear leaning in? Or is it the fat middle is now going for it >> from a vendor perspective. I am, after all, representative with Vova vendor. What's really unique at this place in time is that customers are open and front, loading the conversation with their problems. In many other faces off technology turn, they don't want to talk about their problems. Even even worse, They don't want us to remind them about their problems. They take a front now that's what they want to do, and they want to talk about how bad it is, right, Dave? It's almost like they're competing Now. I'll tell you about it is for me compared to how the others are. So that's huge, because that's true. The tip of the iceberg, like you said on the Insight that they actually have a big honking issue and that time is against them, right? So they are reaching out to vendors wanting to talk about the problems that that's pretty unique. So I think most of the fear and most of the, you know, rationalizing whether in a bad spot that's actually behind them Now it's about getting to solutions. Now it's about opening up, asking for help, sharing the problem with other vendors and other players in the field, and actually kind of almost like huddling around the problem and trying to move it forward as an industry. >> Now is it because you saw that the hyper scale er's had so much success with automation? Is it because of digital transformation? Trying to, you know, grow global scale? They they want to take cost out and shift Resource is why now? Why is it so total mind? >> So not one big thing, but a certain number of incremental pressures that has bean, you know, building up towards a breaking point. I'd say the one thing maybe that comes around mostly is that everybody's very excited about to see what virtualization Khun do for them, right, But virtualization assumes a certain type of the frame roll asset management in a sort of type of automation that blind the assumes, humans or other group, Right? So a big pressure point is to understand, as long as we're doing things manually, there is no virtual ization to be had or actually, virtualization will just make it more complex, and there are no gains to be had. So when I'm thinking about maybe the number one pressure, that's the one thing we have to get humans out of the loop in order to be able to virtual eyes, anything right? Otherwise, well, there will be no gains to be had. And also, I think it's the pressure on the expectations from the customer base. And they don't fundamentally don't understand why networking isn't as agile as workload management applications and all that kind of thing. So we're kind of inheriting the flexibility of the application world on the expectations are kind of falling back on the networking side of things. >> So you talk about virtualization your presume here, including containers in that in that context, right? So that adds another dimension of >> yeah, so the thing you like you want to spend up a container takes, you know, optimized cases below a second. Then go to the phone and call the networking team and ask for a new villain in the top of racks, which simply won't be a good thing, right? So you wanted exactly inside that was fast. Took less than a second. Now let me put a faxing to the networking team so they can go and set the connectivity of said No one. Ever >> right smoke signal that they're never smokes. You go. It makes the string phone carrier pigeons that fly >> little one fly on. Eventually we will have a villa so that that is the thing. They expect the network to respond with the same lightning speed and not only to creating things but moving things, actually tearing down things and removing configurations from the network. That whole lifecycle making the network looked like a malleable resource in the same sense that applications now are through continent generalizations and other things. Is this true at the breaking point, then, for the network engineers? I mean, they've had a uphill battle for a while anyway, but that one really took the price, right? >> Are there any industries in particular that you're seeing were there first or are the first to raise their hands and say, We've got a problem, anything that surprises you Or is it pretty horizontal? Whatyou're saying? >> There's one thing that I really tried to follow and I'll let you in on this secret. You know, between the three of us here, of course, communication service providers and let me spend a couple of seconds on this, mostly the carriers carrier. So there's a whole slew off cos that does nothing but sell Ben with the other carriers. They don't have many end customers themselves, but they passed traffic between the cloud giants and others. Write. It's paper thin margins on enormous amounts of band with, and there's simply no room for humans, right? It's almost like cloud economics, where power is the deciding factor. How cheap you khun game, you can get power. It's the same thing for these people. How how cheap can we produce Massive band with? Those guys were the 1st 1 to do things like connecting their serum system, a sales force or whatever. They're running straight into their network, right? No humans, nothing like that, right? So that's one of my little secrets. I track what they do because they're they're under such extreme margin pressures. >> Yes, right. But because it costs are coming down. And that man, the data volumes or going to the so they're so >> they're they're the probably the first, like, true commodity player in networking, right? So they have to get everything that's not, you know, fixed. Just get it out, get it off the ship, right? Just get it off the shape to win, Right? So there, there, my little secrets. You know, I try to track what they do because they're usually a little bit ahead. >> So what are they doing? >> So they they are again what they're trying to do, You know, normally, in a complication service provider or for that matter, and ambitious enterprise, you have a pretty thick stack of software, right? So at the bottom, obviously, you have the package passing things physical or virtual. Then you have orchestration. Maybe then provisioning, you know? Yeah, layer after layer after layer that has served the services companies really well over the years. Right? But when you step back and look at what you actually do with commodity services, we realized that the little path through that software you can fix with a very, very small set off functions, right? So they're literally just ripping things out and connecting again. They're crn systems straight into the network, and you can hear the pain scream of many. You know, companies that make a whole lot of money and integration, services and and business services and billing and rating in charging and all. That kind of stuff they do is just like like a bear metal implementation ofthe communication, right? So that's what they do. It turns out to be first of all, doable. So they're showing as all that you actually don't have to. Now they have a pretty particular menu off services that they provide. It's pretty short and sweet. It's bad with >> it's a cost for megabit, no frills, exactly >> nothing. No up selling here. But it's what it is, is what it is. So they have having a little easier, but they're really blazing the trail and showing that this can be done with very, very limited amounts off software. But I think that's what they're showing, and the second thing you almost said, it is many of course, enterprises are now extremely application centric that permeates the whole conversation, right? People think of the world in applications apologies, and the network supports the applications. Apologies. So being able to have the network then lock step move with the applications is truly key. I know it sounds simple, but it's it's a It's a big thing for many of our customers >> to ocean. >> It is, well, it is an ocean, and it's it's about making the network come alive for the application owners so it can follow in an ergonomically nice and robust fashion. That's the other really big pressure. So following people that has a strong application bias and trying to delight them as a networking person, which is by no means easy. Some of them actually don't like as much. You know. Some of them would actually like to get rid of the network if they physically could write, but they can't, so they have to live with it. And it's up to us then, to prove that there's actually value in the network by surfacing all the cool stuff that we have to them on their home turf, so to speak. So that's the kind of the second >> driver here, this gold in that net, then that data that's traveling over that it is it is for sure >> is just We haven't made it really easy for them to love way have to improve on them. That's what we have. >> We'll, Carl, thank you so much for a excited, passionate conversation with David me about network service, orchestration and the opportunities. And I love how you're starting to see customers first step in any problem. Situation is admitting. I have a problem and you're saying that that's awesome. We thank you so much for sharing your time and your energy with us. Thanks >> for having me. >> Our pleasure for day Volante. I'm Lisa Martin. We're wrapping up Day two of our coverage of Sisqo live. Join Dave student Amanda myself tomorrow as we broadcast all day. Our third and final day here and Sisqo live in San Diego. Thanks for watching

>> from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem Barker's >> We'll get back to the Cube. We are live at Cisco Live in San Diego. Study. San Diego. Lisa Martin with David Lantana and David Ayer. Super geeking out here, Susie, we is with us back with us. SPP in CTO of depth that Suzy Welcome back. Thank you. It's great to be back. So this event is massive. Cisco's been doing customer and partner events for 30 years now. What started as networkers? We? No, no, it's just alive. Something else you might not know that's also 30 years old. Dizzy. The movie, The Field of dreams. >> Wow, uh, kind of feels like the field does kind of feel like that that are one >> years yes, on ly five years. This has been so influential in Cisco's transition and transformation. You've got nearly 600,000 members in this community. Definite zone. It's jam packed yesterday today. Expect tomorrow as well? Yes, and you guys made simple, really exciting announcements. Yes, we didn't tell us >> about it, so it's fantastic. >> So basically what happens is the network has gotten very powerful. It has gotten very capable. You know, you can do intelligence machine learning you Khun Dio Intent based networking. So instead of the network just being a pipe, you can actually now use it to connect users devices applications use policy to make sure they're all connected securely. There's all sorts of new things that you could do. But what happens is, while there's all that new capability, it's in order to take advantage of it. It takes more than just providing new products and new technology. So our announcements are basically in two areas and we call it. It's like unleashing the capabilities of the new network and by doing it in to a So won is by bringing software practices to networking. So now that it really is a software based, programmable network with all of these capabilities, we wantto make sure that practice of software comes into a networking, and then the other is in the area of bringing software skills to networking because you need the right skills to be able to also take advantage of that. So if I just jump right into it, so the 1st 1 in terms of bringing software practices to networking. We've announce something that we call definite automation exchange. And so what happens is, you know, of course, our whole community builds networks. And as businesses have grown, their networks have grown right and they've grown and grown business has grown growing, grown right, and then it's become hardest, become unmanageable. So while you say there's all these great new technologies, but these things have grown in their way, so our customers biggest problem is actually network automation like How do I take my network? How do I bring automation to it? There's all the promise of it and definite automation. Exchange is built to basically help our community work towards network automation, so it's a community based developer center. What we say is that we're helping people walk, run and fly with network automation by walking. We're saying, OK, there's all these cool things you could do, but let's take it in three steps like first of all is let's walk. So first, just do a read only thing like get visibility, get insights from your network, and you can be really smart about it because you can use a lot of intelligence predictive modeling. You can figure out what's going on. So that alone is super valuable. >> Get the data. >> Get the data I learn on DH. Then next is an Okay, I'm ready to take action. Like so. Now I've learned I'm ready to take action, apply a network policy, apply a security policy, put controls into your network. That's you know. So, uh, walk, run, And then when you're ready to fly is when you're saying okay, I'm going to get into the full dev ops soup with my network. I'm going to be gathering the insights. I'm going to be pushing in control. I'm now optimizing managing my network as I go. So that's the whole slice it. So the wing fact, we want to go to them the walk, run, fly. >> And if I understand from reading your blood, Great block, by the way, >> Thank you. >> A lot of executives, right? Blog's and it's kind of short of yours is really substantively like, Wow, that was >> really something on. That's No, >> But if I understood a truck that you're gonna prime Sisko was gonna prime the pump A cz? Well, yeah, with a lot of ideas and code on DH. Yes, and then engineers can share. There's if they so choose. >> Exactly. So the key part of automation exchange beyond helping people take thes areas. The question is, how are we going to help them? Right? So what happens is what we've been doing with Definitive. We've been helping people learned to code, you know, in terms of networkers, we've been helping bring software developers into the community. We've been helping them learn to use a pea eye's all the good stuff a developer a good developer program should do. But what are networkers have said is I need help solving use cases. I need help solving the problems that I'm trying to solve, like how to get telemetry and monetary, how to get telemetry and insights from my network. How do I offer a self serve network service out to my, you know, customers line of business developers, you know, howto I automate it scale. And so what happens is there's a you know there's an opportunity or a gap between the products and AP eyes themselves and then solving these use cases so are now opening up a code repository, Definite Automation exchange, where the community can develop software that actually solves those use cases. Francisco is going to curate it. It's just going to be code on Get Hub. We'll make sure that it has the right, you know, licenses that, you know, we do some tests and it's working well with the FBI's, and then we're hoping it's going to become. We're hoping, you know, kind of the industries leading network automation code repository to solve these problems. >> Well, it's this key because big challenge that customers tell us that they have with automation is they got all these bespoke tools. None of them work together. So do you think something like this exchange can help solve that problem? >> It can. I believe it can. So the reason being is that you know, there are tools that people use and everybody's environments a little different. So some might want Teo integrate in and use answerable terra form, you know, tools like that. And so then you need code that'll help integrate into that. Other people are using service now for tickets. So if something happens, integrate into that people are using different types of devices, hopefully mostly Cisco, but they may be other using others as well way can extend code that goes into that. So it really helps to go in different areas. And what's kind of cool is that our there's an amount of code that where people have the same problems, you know, you know, you start doing something. Everyone has to make the first few kind of same things in software. Let's get that into exchange. And so let's share that there's places where partners are gonna want to differentiate. Keep that to yourselves like use that as your differentiated offer on DH. Then there's areas where people want to solve in communities of interest. So we have way have someone who does networking, and he wants to do automation. He does it for power management in the utilities industry. So he wants a community that'll help write code that'll help for that area, you know, So people have different interests, and, you know, we're hoping to help facilitate that. Because Sisko actually has a great community way, have a great community that we've been building over the last 30 years there the network experts there solving the real problems around the world. They work for partners, they work for customers, and we're hoping that this will be a tool to get them to band together and contribute in a software kind of way. >> So is the community begins to understand never automation and elect your pathway of of walk, run fly swatter. Soothe projected business outcomes that that any industry, whether it's utilities or financial services, will be able to glean from network automation. I can imagine how expensive from topics perspective it is all this manual network management. So what? Oh, that's some of the things that you projecting the future that businesses who adopt this eventually are going to be able to re >> Absolutely, I mean, just, you know, very simple. Well, so many, so many things. So, uh, in the in the case of what's a manufacturing, because you're talking about different industries? So there's a whole opportunity of connected manufacturing, right? So how do I get all of those processes connected, digitized and write. Now write things air being pretty much run in their way. But if you can really connect them in, digitize them. Then you can start to glean business insights from them. Right? Should I speed up? How's my supply chain doing where my parts Where's my inventory? Everything. You get all of that connected. That is like a huge business implications on what you can do. >> You have a kitchen, get start getting the fly will effect around all that data. Akeley. So I've always been fascinated that you see definite zone and there's these engineers ccs saying Okay, I want to learn more. I want to learn how to code numbers keep growing and growing and growing. And so you've got new certifications. Now that you're >> out of that was, >> this's huge. You need to talk about that, >> Yes, so that, you >> know, kind of the second part of our thing is like how we're bringing software skills to networking. So to get you know, the most of all this opportunity, you do need software skills. And of course, that's what Definite was originally founded on is really helping people to build those skills. But we've kind of graduated to the next level because we've teamed up with the Learning and Cisco team, which creates Cisco Start ification program. Cisco has, you know, an amazing certification program. So the C C. A is the gold standard and certifications and you know networkers around the world have that C C I status partners have built up. They pay people for that. You know any customer who's deploying now, which they will hire the CCS. So that was founded in 1993. The first see CIA, and that program in the next 26 years has grown to what it is. And what we've done is we've teamed up with them to now add a definite certification. So we're bringing in software skills along with the networking skills so that we have the Cisco certifications, the Cisco definite certifications sitting side by side and you know we believe it. You know, right now the people who you've seen in the definite Zone are the ones who know what's important. They come in there doing it. But they said, I want credit for what I'm doing. Like I get credit, I get a raise, I get bonuses. My job level depends on my networking sort of occasions. I'm doing this on my nights and weekends, but I know it's important. And now, by bringing this into the program, my company can recognise this. I'm recognized as a professional for my skills. It helps in all sorts of ways. >> So go ahead. Please >> think this just sounds way more to me than the next step. In Definite. It sounds like it's a revolution. >> It's a revolution. >> First addition in 26 years, that's bay >> now. I mean, there have been changes in the program, but it's the biggest change in those 26 years. Absolutely. And you know, like we'll see what what happens. But I think it is, Ah, step change in a revolution for the industry because we're recognizing that networking skills are important and software skills are important and critical. And if you want to build a team that can compete, that can really help your companies succeed, you're gonna want both of these skills together in your organization. And I believe that that's goingto help accelerate the industry, because then they can use all of these tools, right? So right now on it department can either hold the company down or accelerate a company to success because the question is, how quickly can you help someone adopt cloud? How can they do multi cloud? How convey innovative software speeds? And now we're here, hopefully catalyzing the network industry to be ableto work at that speed. >> I was joking. You wanna be the department of No or the Department of Go? Let's go. So is being a C C. A prerequisite to the definite certificate is not okay, so is not linear. So you're getting CC eyes obviously lining up to get certified to see him here So you could get kids out of college saying, Okay, I want in. >> Absolutely. And so the way that it works is that, um so actually you could. So what we have with the Cisco certifications for both the definite as well as the original Cisco started Take bath is that there's an associate level, which means you have about a years working experience. You know enough. So see CNN, Cisco Certified Network associate. They know enough about networking so that they can learn the fundamentals of networking and then be effective as part of a team that runs networks. So that's what that certification does for you. Way also now have a definite associate, which is ensuring that you have the software skills that you can also enter a team that's writing software applications or doing automated work flows for a network. And we have to know that all developers are not created equally. So just cause you wrote a mobile app doesn't mean that you can write software for, you know, running operational network. So the definite association is more like you need to be able to securely use AP eyes, right? So there's a lot of things that are within that. And then we have the professional in the expert levels. Um, and we have it on both sides now. Originally, way were thinking that there's the network engineer path. We're going to sprinkle a little software in there, and we'll have the definite path for a software developer, and it would be its own path. But we got feedback as we started presenting to our partners into our customers. And then they're like, No, this cannot be separate people. It's like it needs to come together. And so then we changed our how we thought about it, and we said that there's a set of engineering certifications and there's a set of software certifications. Anybody can get what they want, and you can start to combine them in very interesting ways. >> I could put together my own career, Mosaic. >> Absolutely so if you said, You know what? I am going to be that tick ass networker. And if we have the unicorn of like and I'm goingto you know over time, we're going to offer definite expert in the future. I said, I'm going to be a CC expert in the future. Be a definite expert. That's awesome. But we're not forcing folks to do it, because maybe you're going to be a CC. I get a definite associates so that you can speak the language of software and know what it does. But then you'll sit alongside a developer, and you guys will be able to speak the same language together. And we also make sure that our developers learn a bit about networking. So if you look at that associate, it's kind of 80 20 networking software, the other one's 80 20 software and networking so that they can actually work and talk to each other. >> So looking at these big waves that were writing right now and compute in network with G WiFi six s edge a prize anywhere, how is definite and the certification that you've just unleashed into the world? How is it going to enable not just the community members. Yes, who helped accelerate Companies take advantage of some of these big ways. But how is it going? Helps drive Cisco's evolution? >> And so and you bring up a great distinction, which is as we talk about a new set of applications. And we talked about this that create a definite create when you're there. Is that APP developers? If they understand the capabilities of the network, they can actually write an entirely new set of applications. Because you know, five g y fi six are better. If you understand EJ computing in the opportunity there, you know a networker will install a network that can host apse that makes edge computing riel. So there's another reason for the app developer a community to come together with the networkers. So when we talk about now, how does this help? Cisco is Well, first of all, it takes all of the networkers that are out there, and it insures that they're getting to that next level so that you're really fully using those capabilities and that worked, which can then accelerate business, you know. So it really is. The new capabilities are entirely different. Wayto look at networking that really do Tie and Dr Business On the other is the other part we're talking about is those APP developers that come in and write great applications can come in and now really be connected and actually use that whole network infrastructure and all its capabilities. So that really ties us to more kind of, you know, instead of a networker going in instead of going in and selling network kit and then figuring out the line of business things separately, you Khun, bring those applications into our ecosystem and into our offerings. So it's an integrated offering like here's a connected manufacturing offering that includes what you need to connect as well a CZ third party applications that are great for the manufacturing industry. And now you're looking at selling that whole solution >> and applications that we haven't even thought of a member in Barcelona walking into the i o. T Zone and seeing some programmable device from a police car on a camera. And, yes, some of these guys could just they're going to create things that we definite create, haven't even conceived, so you're creating sort of this new role. To me, it's like D B A You know, CC, it's now this new definite creator in a role that is going to have a lot of influence in the organization because they're driving value right there, going toe, bring people with them. People going to say, Oh, I want that. So now you think you're going to stand in Barcelona? The number of people that you've trained, I don't know, make many tens of thousands. I mean, where we have today with >> hundreds of thousands, wait half 1,000,000 5 100,000 Last year were at six >> 100,000. This was going 100,000 organic new members over the last year. So >> people here over half 1,000,000 now. >> Yeah. Yeah. So unbelievable. Yep, definitely So I know it's great. And just people are interested, right? So people are interested. People are learning, you know? And that's what makes it, you know, interesting to me is people are finding value in it, and they're coming. So s O. I think that, you know, kind of definite in the last five years has been kind of like an experiment, right? So it's just like, is the industry ready? Like do networkers really want to learn about software. What air? That we've been kind of prime ing it. And, you know, by now getting to this next level, you know, just the certifications. What we have learned from all of that is that it's really and that, you know, with the new capabilities in the network, we can really take our community and our bring new people into our community to make that opportunity really into Dr Business from the network. >> Everybody wants the code >> had they dio and some >> people >> are scared. Actually, some people are very scared. >> You mean intimidated, >> intimidated, intimidated. Yes. So there's the set of people who've come in early, right? And they're the ones who you've seen in the definite Zone. But everybody, of course, they start out scared. But then right after they get over that fear, they realize this really is a new future. And so then they start jumping in, and so it's both beer and then opportunity. >> Then they're on strike. That's what it's all about, Yang. And absolutely, I could do this for my business and >> absolutely, I would love to know the end that near future, how many different products and services and Maybe even companies have been created from the definite community for springing all these different Pittsburgh folks together. Imagine the impact >> it is. I mean, like, one really small things. You've been with us at our little definite create conference is we have something there that's called Camp Create, which is where they spend a week hacking, right? So and this It's kind of sometimes our most serious attendees because they're choosing Teo Code for the weak is what you know as well as to attend way. Didn't really add it all up yet. But what we found is there's about 25 to 30 people who attend. Met a bunch of them got promoted in that year. Wow. So in different ways, you know, not in ways that are necessarily connected but in their own ways, like in their company. This person got promoted to this to this one area. This other person, one person was a contractor. They got converted to a, you know, full time employee. So you know, we have to go and do the math on it. But what's amazing is that you know it just you know that bring that fills our hearts. >> It's organic too. Well, Susie, we Thank you so much for joining David. Me on the clean. You're going back with me tomorrow. And some guests. I'm looking forward to that. Excellent. Yes, Absolutely. More, More great stars. >> Your duel Co hosting a >> way. I didn't know that. No way. But I'll turn. I'll be the host is Well, I try something new. Way we're >> gonna have fun. I am looking forward to it. Thank you >> so much. And thank you for being with us in our whole vision of definite from the beginning. So thank you. >> It's been awesome. All right. We want to thank you for watching the Cube for David. Dante. I'm Lisa Martin. We will catch you right back with our last guest from Cisco Live in San Diego.

>> Live from San Diego, California It's the queue covering Sisqo Live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back. The Cuba's Live at Cisco Live, San Diego, California That's your sunny San Diego. I'm Lisa Martin and my co hostess day Volante. Dave and I are gonna be talking about Baraki with Tony Carmichael, product manager A P I and developer platforms from San Francisco Muraki Tony, welcome. >> Yeah, Thank you. I'm super happy to be here. >> So you were in this really cool Muraki T shirt. I got that work and get one of those. >> We can get one >> for you for sure. Right. This is Muraki. Take over. Our here in the definite zone. This definite zone has been jam packed yesterday. All day Today, people are excited talking a little bit about what Muraki is. And let's talk about what the takeover isn't. What people are having the chance to learn right now. >> Sure. Yes. Oma Rocky, founded in two thousand six. I can't believe it's been over 10 years now. Way really started with the mission of simplifying technology, simplifying it, making it easy to manage and doing so through a cloud managed network. So that's really what Muraki was founded. And then, in 2012 Iraqi was acquired by Cisco. So we continue to grow, you know, triple digit, double digit growth every single year on, we've expanded the portfolio. Now we've got wireless way. Actually, just announced WiFi six capabilities. We got switching. We've got security appliances, we've got video cameras and then on top of all of that, we've got a platform to manage it so you can go in. And if you're in it, it's all about. Is it connected? Is it online? And if there's a problem solving it quickly, right And so that's why we're really here, a deb net and doing the take over because we're seeing this transition in the industry where you know, really is more about being able to just get the job done and work smart, not hard on. And a lot of times AP eyes and having a really simple a platform to do that is paramount, right? So that's what we're talking about here and the takeover. Just answer. The other question is on our here, where we just basically everything is Muraki, right? So we're doing training sessions were doing labs reading education and some fun, too. So reading social media and we've got beers. If you want to come up and have a beer with us as well, >> all right, hit the definite is on for that. >> So how does how does WiFi six effect, for example, what you guys are doing it. Muraki. >> Yeah, so that's a That's a really great question. So WiFi six means, you know, faster and more reliable, right? That is fundamentally what it's all about now. WiFi over the years has very quickly transitioned from, like, nice tohave. Teo, You know, you and I check into our hotel, and within seconds we want to be online talking to our family, right? So it's no longer best efforts must have, whether it's in a hospital, hotel or in office environment. WiFi six ads. You know a lot of new features and functionality, and this is true from Rocky for Cisco at large, and it's all about speed and reliability right now on the developer side. And this is a lot of what we're talking about here. A definite it also opens up completely new potential opportunities for developers. So if you think about, You know, when you go to a concert, for example, and you see a crowd of 30,000 people and they're doing things like lighting up lanyards the plumbing, right? The stuff making that tic is you know, it has to work at scale with 30,000 people or more, and that's all being delivered through WiFi technology. So it opens up not just the potential for us, maybe as as concertgoers, but for the developer being able to do really, really cool things for tech in real time. >> So you talked about a simplification, was kind of a mission of the company when it started, and it had some serious chops behind it. I think Sequoia Google was involved as well, right? So, anyway, were you able to our how have you affected complexity of security ableto Dr Simplification into that part of the stack? >> So that's a fantastic question. If you think about you know, this shift towards a cloud connected world not just for Muraki, but for for all devices, right, consumer ipads, iPhones and writhe thing that opens up from a security standpoint is that you have the ability from a zero day right, so you had a zero day vulnerability. You know, it gets reported to the vendor within seconds or minutes. You could roll out, uh, patch to that. Right, That is that is a very new kind of thing, right? And with Muraki, we've had a variety of vulnerabilities. We also work with the Talis T Mat Sisko who are, you know, they've got over 10 or 50 researchers worldwide that are finding these vulnerabilities proactively and again within, you know, certainly within a 24 hour period, because we've got that connectivity toe every single device around the globe. Customers now Khun rely on depend on us to get that patch out sometimes while they sleep right, which is really like it sounds nice. And it sounds great from a marketing standpoint, but it's really all right. We have retailers that, you know, they're running their business on this technology. They have to remain compliant. And any vulnerability like that, you've got to get it fixed right before it becomes a newsworthy, for example. >> So as networks have dramatically transformed changed as a cisco and the last you know, you can't name the number of years time we look at the demands of the network, the amount of data they mount. A video data being projected, you know, like 80% plus of data in 80 2022 is going to be video data. So in that construct of customers in any industry need to be able to get data from point A to point B across. You know, the proliferation of coyote devices edge core. How can Muraki be a facilitator of that network automation that's critical for businesses to do in order to be competitive? >> Yeah, so it's a fantastic question. I think it's something that's at the heart of what every I T operation is thinking about, right? You hear about, you know, digitization. What does that mean? It means supporting the business and whatever things, whatever they're trying to do. And a lot of times nowadays, it is video. It's being able to connect in real time with a team that's maybe working across the globe now to get right to your question. There's two things that that Muraki is delivering on that really enables it teams right to deliver on that promise or that really it's more an expectation, right? The first you know, we've got a serious of technologies, including rst one product. That a lot for you to really get the most efficient, effective use out of your win connectivity, right? So being able to bring in broadband, bringing whatever circuits you can get ahold of and then do you know application delivery that is just reliable in dependable Catskill? Thie. Other aspect to this is giving data and insights to the teams that are responsible, reliable for that delivery. And this is where ap isa Really, Really. You know, it's really at the heart of all of this because if you're operating more than, say, 50 sites, right, there's lots of beautiful ways that we can visualize this right, and we can, you know, add reports that give you top 10. But the thing is, depending on your business, depending on your industry, different things they're gonna matter. So this is where Iraqi is investing in an open platform and making it super easy to run system wide reports and queries on you know which sites were slow, which sites were fast, prioritizing the ones that really needs some love right? And giving data back to the teams that have those Big Harry questions that need to get answered. Whether it's you know, you're C suite that saying Are we out of the way or just a really proactive team? That's just trying to make sure that the employees experiences good. >> What about some of the cool tools you guys are doing? Like talking about them Iraqi camera? >> Oh, yeah. I mean, so the other thing I was thinking of when you asked about this was, you know, video as a delivery medium. Of course it's necessary when you're doing, you know, video conference saying and things like that. But when we look at, say, the Muraki M V, which is really our latest product innovation, it's really us kind of taking the architecture of, ah, typical videos, surveillance system and flipping on its head, making it really easy to deploy Really simple, no matter where in the world you are to connect and see that video footage right? The other thing we're learning, though, is that why do people watch video surveillance? Either You're responding to an incident, right? So someone tripped and fell. There was an incident. Someone stole someone or someone sold something, or you're just trying to understand behavioral patterns. So when it comes to video, it's not always about the raw footage. It's really about extracting what we often call like metadata, right? So them rocky envy Some of the really cool innovations happening on that product right now are giving customers the end state visualization. Whether that's show me all the people in real time in the in the frame, give me a count of how many people visited this frame in the last hour. Right? So imagine we have cameras all over. We want to know what those what those trends and peaks and valleys look like rate. That's actually what we're after. No one wants to sit there looking at a screen counting people s. So this is where we're starting to see this total shift in how video can be analyzed and used for business purposes >> are able to detect anomalies. You're basically using analytics. Okay. Show me when something changes. >> That's right. Right. And we've seen some incredibly cool things being built with our FBI. So we've got a cinema, a really large customer, cinemas all over. And they're doing these immersive experiences where they're using the cameras. A sensor on DH. There saying, OK, when there's more than a handful of people. So we've got kind of a crowding within the communal spaces of the cinema Changed the digital sign Ege, right? Make it a really immersive experience. Now, they didn't buy the cameras for that. They bought the cameras for security, right? But why not? Also, then two birds, one stone, right? Use that investment and use it as a data sensor. Feed that in and make it completely new experience for people in the environment. >> Well, I couldn't so I can see the use case to excuse me for for, like, security a large venue. Oh, yeah. Big time >> infected. Thank you de mode along that front >> easy. And Mandy >> dio definite create where there wasa like a stalker. Yeah, where there was, like, a soccer match. And they're showing this footage and asking everyone What did you see happen? You know, a few seconds and actually what they did was using Iraqi. They were able to zero in on a fight that was breaking out, alert the then use security team and dispatch them within a very short period of time. >> Yeah, and we've seen like there's amazing there's tons of use cases. But that's a great example where you've got large crowds really dynamic environment, and you're not again. You don't want to necessarily have to have folks just looking at that feed waiting for something to happen. You want an intelligence system that can tell you when something happens? Right? So we've seen a ton of really cool use cases being built on. We're gonna continue to invest in those open AP eyes so that our customer, you know, we can move at the speed of our customers, right? Because I'm a rocky like, ultimately, our mission is like, simple i t. There's different layers of simple, Like what matters to a customer is like getting what they need to get done. Done. Um, we want way. Want to really be ableto enable them to innovate quickly. Ap eyes really are the center of that. >> Yeah, and so talk a little bit more about your relationship with definite how you fit in to that on the symbiotic. You know, nature. Yeah, Iraqi and definite. >> I would love to. So we've been working with with Suzie and the and the definite team now for really, since the start of definite, and I think it's brilliant, right? Because Sisko were, of course, like from a networking standpoint, we're always at the forefront. But what we started to see early on and I certainly wasn't the visionary here was this transition from, you know, just just like your core. Quintessential networking tio starting toe like Bring together Your network stack with the ability is also right and rapidly developed applications. So that was kind of the, you know, the precipice of Like Bringing Together and founding Dev. Net. And we've been with definite sense, which which, you know, it's been exciting. It's also really influence where our direction right? Because it's a lot for us to see what our customers trying to dio, How are they trying to do it? And how can we, from the product side, enable that three FBI's but then work with Dev Net to actually bring, you know, bring That's a life. So we've got, you know, developer evangelists working with customers. We've got solution architects, working with customers, building incredibly cool things and then putting it back out into the open source community, building that community. I mean, that is really where we've had in a maze. Amazing relationship with definite rate that that has been huge. Like we've seen our adoption and usage just absolutely shoot through the roof. We're at 45,000,000 requests per day on DH. Straight up, like could have been done without >> having that visions. Amazing. We have Susie on in a minute. But I mean, I >> Why do you think >> other sort of traditional companies, you know in the computer business haven't created something similar? I mean, seems like Cisco has figured out Debs and traditional hardware companies haven't so >> It's a really good question, like at the end of the day, it's an investment, right? Like I think a lot of companies like they tend to be quite tactical. Um, and look at okay, like maybe here we are now and here's where we're going. But it's an investment, and customers really say OK, this is the thing that they're trying accomplish, and we're not going to keep it closed and closed source and try to develop intellectual property. We're going to enable and empower on ecosystem to do that. Now I think like you're quickly starting to see this trend, right? Like certainly I wouldn't say that Muraki or Cisco are the only ones that are doing this, which is this, you know, cultivation of technology partners that are building turnkey solutions for customers. You know, cultivation of customers and enabling them to be able to build. And you create things that perhaps Cisco might not even ever think about. But But that is a shift in mentality, I think right, and I think like we're starting to see this more in the industry. But I am proud to say that like we were right on that bleeding edge and now we're able to ride that wave. Iraqis also had the luxury of being cloud native for a cloud board. It's our technology has always been, you know, at a place where if we want to deploy or create a new a p i n point that provides new data like literally, the team behind me can take that from prototype to production to test it into a customer within weeks on. And that is in many cases, what we're doing. >> It seems to me looking kind of alluding to Dave's point from a Cisco overall perspective, a company that has been doing customer partner events for 30 years. What started this networker? We now notices go live a large organization. Large organizations are not historically known for pivoting quickly or necessarily being developer friendly to this. Seems to me what definite has generated in just five short years seems to be a competitive differentiator that Cisco should be leveraging because it's it's truly developer family. >> I could not agree more. I mean the and this goes right to the core of what, uh What I think has made us so successful, Which is this, you know, this idea that at the heart of everything we do, we have to think about not just the customer experience right, which is like, What does it look like toe by what does look like toe unbox? What does it look like to install and what his day to look like? But also, and very importantly, distinct track around thinking about developer experience, developer experience like when your first building AP eyes and things like it's easy to say. OK, this is what they need. This is what they want. But Cisco, and really definite more than anything, has gotten to the heart of way have to think about the way these AP eyes look, the way they shape of their responses, the data they contain, the ease of use, the scale at which they operate and how easy it is to actually build on that. Right? So that's where you're going to start seeing more and more of our kind of S, T K's and libraries and just a lot of like we just this week launched the automation exchange that is again right at the center of We're listening. And we're not just listening to the customers who are trying to deploy 4,000 sites in a in a month or two. Um, we're also listening to the developers and what the challenge is that they're facing, right? Um, I'd love to see more of this. I mean, we're seeing a huge amount of adoption across Cisco. Um, and I think that there's other you know, there's plenty about their tech companies, you know that are that are really, I think, just helping push this forward right. Adding momentum to it. >> Speaking of momentum in the Iraqi momentum's going that way. I >> mean, it's good. Yeah, I would agree with you. >> Well, Tony, it's been a pleasure having you on the program. Absolutely. Success. Were excited to talk to Susie next. And it's like this unlimited possibilities zone here. Thank you so much for your time. >> Absolutely thanks so much Happy to be here. >> Alright for David Dante, I am Lisa Martin. You're watching the Cube live from Cisco Live San Diego. Thanks for watching.

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome Back. We're here at the San Diego Convention Center for Sisqo Live 2019 30th year The show. 28,000 in attendance. I'm stupid, and we're actually at the midpoint of three days of life water wall coverage here and happy to bring back to the program to Cube alumni first. To my right is Ben I, who is the CEO of Turban on Mick. And sitting next to him is Thomas wide, who's the chief marketing and strategy officer of AP Dynamics or APD? Ia's everybody calls them here at the show. Gentlemen, thanks so much for joining us. Thank you. All right, So, Thomas, first of all, we had you on it, reinvent like soon after the acquisition of AP ti Bisys. Go. It's been about two years, and I believe it's been about two years that turban Onyx been partnering with Cisco. So let's start with you. And you know what? What changed in those two years? >> Yeah, it's been amazing. Two years ago, we were on the doorstep of an I P O and it's been a rocketship ride ever since. You know AP Dynamics. After the last two years, the businesses more than doubled team sizes more than doubled, and today we're really happy to be the largest and fastest growing provider of application for miss monitoring in the market. But the reason why, that is, is because our customers are embarking on the sigil transformation, and the application has really become the foundation of their modern day business. That's the way brands are engaging with their users. And but now more than ever, and then the application landscape has gotten way more complex, with micro services and multiple clouds and all of the threats that go on in the infrastructure. And so what Hap Dynamics has been doing is just really providing that really time business and application performance that our customers need to ensure business outcomes. We think of ourselves as Thie Marie for the application or the infrastructure. >> That's awesome. So then, you know it's been interesting to watch in the networking space the last few years. For the most part, applications used to be That's just this thing that ran through the pipes every once in a while, I need to, you know, think about performance. I need to make sure I got buffer credits or, you know, it's now going East West rather the north south and the like. But it was solutions like turban on IQ that sat on top of it and helped understand and help people manage their application. Of course. AP ti pulling that story together even tighter. So, you know, give us the latest we've talked to you. It's just go live before an important partnership. What was the latest in your world, >> boy? The well, so one of the things we're doing is we're building an actual bundle together without D. And if you think about a PM, you're getting the application topology as well as response time and use a response time, which is critical to maintaining the brand and the digital economy that we're talking about. What when you look at every one of those hops and the application of there's a entire application stack that sits underneath a resource ing stack and what we're doing is we're bringing in a R M, which is application re sourcing management with a I so that they're automatically adjusting the resource is in all times continuously in order to support the performance needs that Abdi is showing us when you put together a PM plus a r m. You have total application performance and that customers air really, uh, queuing to so much so that we've actually decided to put this bundle officially together in the marketplace. We just became the first ap TI re sell software product, and now we're taking not to market as C one plus happy. >> Well, congratulations on that is harder ship, Thomas. Bring us inside the customers a little bit. What does this mean for them? You know what that journey we talk about, you know, for, you know, last 10 15 years, you gotta break down those silos. It's not just the networking team, you know, tossing over some band within Leighton, see and write them coming back. And I need some more. No, no, we're not going. You know, we're not going to give you any service level agreement or anything like that, because that's not our job. To what? We'll just set this up and you use what you got. So what would happen in >> trend that we're seeing is a move toward this concept of a iob, which is the really the consolidation of bringing and user application network and infrastructure monitoring closer together and tying that together with a base insights to Dr Automation and Action and very similar to what turbo gnomic specializes in here. And so what we're seeing is, you know, the combination of Cisco plus APP Dynamics. Plus, companies like Turbo is beginning to build that self healing, self learning environment where developers and environments need to be able to drive automation on that. Automation ultimately gets tomb or innovation when you can reduce the mundane tasks, really take a lot of our developers time. And so we're really excited about some of the work we're doing together when you think about the ability to take really time business insights from the application and reprogrammed the network based on the needs of the AP or change out the workloads and move them around on different servers, depending on the needs of the AP, these are all things that combination of Turbo, Cisco and epidemics are doing together. >> Yeah, actually, I did a whole show down in D. C a couple months ago, Cisco Partner. We're focused on a I ops. And, you know, we understand customers had a lot of tools that they have to deal with. We need to simplify this environment, allow them tow, you know, focus on their business, not managing this complex environment of all these tools. How does that whole concept of II ops and, you know, automating this environment managing my workloads? You know what? What do you sing with your customers? >> I think all the customers are saying, Look, there's too many tools today. They don't need another resource monitor, et cetera. What they need is they need to understand, through the lens of the application, all the resource dependencies. So instead of looking at a field of servers and saying, I have five nines availability or storage or whatever, what they really want to see is whatever the servers and storage and resource is dependent on this specific up that runs the bank or the CPD company of the manufacturer. And can I make sure that those re sources are supporting performance of the application? And that's is this total application performance concept, much more so than than whether I have five nines availability and all my other host accents? >> Yeah, absolutely. Did you have a comment on other Guy's >> gonna say We're seeing so many different customers in different verticals, Whether it's retail, hospitality, automakers, they're all benefitting from the cloud migration. And now that they have the cloud migration, the ability to have that elasticity of their workloads, they're scaling in and out based on the application demands. This is becoming critical. This is no longer a luxury for the most cloud eight of companies in the world. Enterprises with mission critical systems are all becoming dependent on these more modern technologies. And I think they need partners like ours more than ever. >> Yeah, One of the questions we've had is you talk to customers today and they are multi cloud. But that multiyear hybrid cloud is a bunch of pieces and one of our premises. We ask, from a research standpoint, how can this some of those pieces be more valuable than just the independent pieces alone, you know, kind of one plus one with, you know, an extra factor talk a little bit about the customers. And also, you know, what does this combination do that I couldn't just, you know, grab these pieces together and kind of make it work in my portfolio of those, you know, dozens of tools that I have. >> What glad. But I think the customers one of things this needed. We literally announced his partnership publicly two weeks ago and already have closed the 1st 2 just out of momentum that that folks are realizing the need to be able to say, Look, I can host my applications on Prem with a number of different vendors, I can host my applications off Prem with a number of different vendors. But the real question is, where am I going to get the most performance? Where can I do it in a compliant way with all my policies and how can I make sure that I'm doing it cost effectively? And when there's a multiplicity of tradeoffs where I can choose, then it's incumbent upon each of those vendors, strategic as they are to be able to offer the best service, the best performance, the best compliance and resource ing, and that's what we're bringing to him. And I think that's why you're seeing that a pipeline is built to several double digit millions and already deals are closing everything I'd >> add to that Is that, you know, going back to the point around a ops in the evolution of a lot of these modern ing and automation technologies. >> A lot of our >> customers have a hybrid environment of different tools and providers that they leverage. And so one of the things that were really focused on is an open ecosystem where you'd be able to ingest data sources from various different players. Some of them can be Cisco, Turman, Onyx and Abdi. But some of them can be other providers that are also have very good products in very specific domains. I think the key is that being ableto be ableto bring that data together, Dr Cross domain correlation in a more automated way than ever before, leveraging some of the more modern AI ai capabilities, which drives the action ing that people really need. And that is really the automation step is where customers start to see the benefits. But I think the better and more valuable the data that you have, the better automation you could do because your predictability of your algorithms are much better at that >> point. All right, been your customers that have rolled out that this solution I know the joint solutions brand new. But what? What is then the key metrics? Howto they define success how today they know you know that they they've reached that success. >> So first and foremost, the line of business. Who's the customer to central it? Whether it's hosted or not, they care the most. That performance does not degrade and is always improving. Okay, But when they do that and they can show that, then a ll the decision that the rest of central takes down in fromthe container layer to the pods that a virtual to the cloud I asked on Prem in off those become acceptable choices for central i t. To make because fundamentally, Lina businesses saying, Yep, we're good, right? So that's where we're seeing the value of being able to see the response time and bridging the application performance to the application resource ing that frankly hasn't ever been solved in five decades of it. And I think it goes back to a Thomas was just saying It's the quality of the analytics that comes from a iob. I don't think people need more tools to capture more data. There's a lot of data out there. The question is, can you make it actionable? And are your analytics correct? And, frankly, are they the best? And I think we see that that's been a big parcel of what we've done during the two years Cisco's told us on multiple occasions it's the fastest software O AM they've had by bringing it through, starting with the data center team and growing up through traditional Cisco and then with their purchase of Abdi two years ago. That combination makes a ton of sense, and now you've got the top all the way to the bottom. And that's a pretty special spot, I think un replicated by any other strategic today. Yeah, the other thing, >> I just added, That is the importance of being able to monitor the business in real time as well. And so a lot of what we've talked about are the technology analytics, the operational analytics that we run our business on, but being able to correlate the business transactions running through the application, so users what their journey looks like, they're, you know, abandonment, rates, revenues, you know, the ability to engage with the users, tying that back to the specific infrastructure in a way that's used to be a bit of black box before. Now that all comes a life by the combination of these technologies. >> So Thomas big trends we see at this show. So a Cisco's transformation towards a software company and the world of multi cloud abdi plays a pretty important piece of that. You know, discussion. Talk a little bit about kind of where you are and you know where do you see Cisco moving along that journey and then, you know, help tie in where turban Ah, Mick Fitz. >> Yeah. So I think it really goes back to the fact that as our customers are making this digital transformation, they're really looking at a variety of infrastructures. You know, cloud providers to be able to offer these applications. And what Appdynamics has done is really created this monitoring fabric that sits across any infrastructure and it tightly ties to the business value of the application. So if you combine that with a lot of what Cisco's doing around connectivity securing the clouds, securing the infrastructure around it and tying that Teo where we're strong and networking and bringing all that together, I think fundamentally, we've got a lot of the pieces of the puzzle to truly enable a i ops, but we don't have them all. And I think that's what's important, that we partner with people like Ben because it brings together a set of automation capability around application resource ing that we don't have and our customers are better suited working with with Ben and team on that. So how do we integrate those things in a frictionless way and make that part of our sales process? That's really what this partnerships all about. >> All right, then where do we see the partnership going down the road? >> I think it's going to get more exciting. So right now we're pulling unit Election Lee from Abdi. I think we're going to go right back the other way. That Thomas referred to, which is one of my favorite parts of Abdi. Is the business like you? Yeah, it's where you say, What is the cost of the late and see in anyone? Hop and where do the Bandon rates? Abandonment rates happen from consumers on that application right now, we can price for the first time what's the cost of the late sea in that one tear and across the across the application overall. And then, more importantly, what do we do about it? Well, that's the resource ing and the digestion is being resolved in real time. And so I think, the ability look att, the resiliency of applications both across and up and down the a p m plus the a r m and being able to guarantee or assure performance, total application performance. That's a big message. >> All right, what would I give you both? Just fun. A word here, you know, about halfway through the conference here in San Diego. Thomas, >> I would just say that the energy that we're seeing, the feedback we're getting from customers in the business insights part of the world of solutions been phenomenal. I think there's so many more developer oriented, application developer oriented individuals that's just go live than ever before. And I think that serves both of our business is quite well. >> Look, I think this has been a great show, but one of the things you're going to see is all of these vendors who have had global presence for in this case, 30 years. Sisqo live 30 years long But now being able to think through how do I become that much more application relevant? You know, if you think about transformation of application is going to come top down, not bottom up. And so, while we have all the evolution and, frankly disruption happening, digital disruption happening across it, the way to know which of the ones that are going to stick, they're going to come top down. And I think the moves that they're making all the way through buying happy all the way through partnering with C warmer turban Ah, Mick has been emblematic of what that opportunity is in the marketplace on the realization that customers care about their applications, their applications run their business. And you've got to look at the topology and you gotta look and response time and you gotta look at the resource ing. But that's a really fun spot for us to be in together. >> Bennett Thomas Congratulations on the expanded partnership and thanks again for joining us on the Cube. Thanks to you. All right, we're here in the Definite zone. Three days, Walter Wall coverage. Arms to Minuteman, David Long days in the house. Lisa Martin's here to we'll be back with lots more coverage. Thanks for watching the Cube

>> Live from San Diego, California It's the queue covering Sisqo Live US 2019 Tio by Cisco and its ecosystem. Barker's >> back to San Diego. Everybody watching the Cube, the leader and live tech coverage. My name is Dave Volante, and I'm with my co host, Steuben. Amanda, this is Day two for Sisqo. Live 2019. We're in the definite. So still. I was walking around earlier in the last interview, and I think I saw Ron Burgundy out there. Stay classy Sleeping Gow is here. He's the founder and CEO of Met Net Brain Technology's just outside of Boston. Thanks very much for coming on the Q. Thank you there. So you're very welcome. So I want to ask you, I always ask Founders passion for starting companies. Why did you start? >> Well, maybe tired of doing things, Emmanuel. Well, that's alongside the other side of Yes, I used Teo took exam called a C C. I a lot of folks doing here. I failed on my first try. There was a big blow to my eagle, so I decided that we're gonna create a softer help them the past. This is actually the genesis of nettle. I met a friend help people three better doing their network management. >> That's a great story. So tell us more about that brain. What do you guys all about? >> Sure, we're the industry. First chasing time. Little confirmations after our mission is to Democrat ties. Merrick Automation. Every engineer, every task. They should've started with automation before human being touched. This task, >> you know, way go back. Let's say, 10 years ago people were afraid of automation. You know, they thought I was going to take away their jobs. They steal and they still are. We'll talk about that. You get this and I want to ask you about the blockers. They were fearful they wanted the touch thing. But the reality is people talk about digital transformation. And it's really all about how you use data, how your leverage data. And you can't be spending your time doing all this stuff that doesn't add value to your business. You have to automate that and move up to more valuable test. But so people are still afraid of automation. Why, what's the blocker there? >> They have the right reason to be afraid. Because so many automation was created a once used exactly wass right. And then you have the cost ofthe tradition automation. You have the complexity to create in their dark automation. You guys realize that middle confirmation You cannot have little gotta measure only work on a portion of your little way. You have to walk on maturity if not all of your narrow right. So that's became very complex. Just like a You wanna a self driving car? 10 You can't go buy a Tesla a new car. You can drive on a song. But if you want to your Yoder Puta striving always song Richard feared it. That's a very complex Well, let's today, Netto. Condemnation had to deal with you. Had a deal with Marty Venna Technology Marty, years of technology. So people spent a lot of money return are very small. There's so they have a right to a fair afraid of them. But the challenges there is what's alternative >> way before you're there. So there, if I understand it, just playing back there, solving a very narrow problem, they do it once, maybe twice. Maybe a rudimentary example would be a script. Yeah, right, right. And then it breaks or it doesn't afford something else in the network changes, and it really doesn't affect that, right? >> Yeah. I mean, you know, I think back to money network engineers. It's like, Well, I'm sitting there, I've got all my keep knobs and I get everything done and they say, No, don't breathe on it because it's just the way I want it less. It can't be that doesn't scale. It doesn't respond to the business. I need to be able to, you know, respond fast what is needed. And things are changing in every environment. So it's something that I couldn't, as you know, a person or a team keep up with myself, and therefore I need to have more standardized components, and I need to have intelligence that can help me. >> Let's sit and let's >> s so we've laid out the generalized way that we've laid out the problem. What's what's the better approach? >> Well, give you looking out of the challenge today is you have to have Dave ups, which a lot of here they have not engineer know howto script and the mid off the engineer who know how little cooperates walk together. So there's a date, a part of it. There's a knowledge. A part of this too has to meet to create a narrow coordination and that Ned Ogata may have to be a scale. So the challenge traditional thoracotomy here, why is for short lie on if you're going down? Technical level is wise A terra, too many data and structure and the otherwise Our knowledge knowledge cannot be codified. So you have the knowledge sitting people's head, right, Eh Programa had to walk in with a narrow canyon near together. You make it a cost hire. You make it a very unskilled apple. So those are the challenge. So how fast Motor way have to do so neither brand for last 15 years You decide to look differently that we created some saying called operating system off total network and actually use this to manage over 1,000 of mental models technology. And he threw problem. You can't continually adding new savings into this problem. So the benefit of it is narrow. Canyon near anybody can create automation. They don't have to know how to writing a code. Right? And Deborah, who knows the code can also use this problem. All the people who are familiar with technology like and people they can integrate that never >> pray. Okay, so you have all this data I wish I could say is unstructured So he doesn't have any meaning. Data's plentiful insights aren't, uh And then you have this what I call tribal knowledge. Joe knows how to do it, but nobody else knows how to do it. So you're marrying those two. How are you doing that? Using machine intelligence and and iterating building models, can you get that's amore colors? Tow How you go about that? What's the secret sauce >> way? Took a hybrid approach. First call on you have to more than the entire network. With this we'll kind of operating system called on their own way have about 20 12,000 valuables modeling a device and that 12,000 valuable adults across your let's say 1,000 known there or there will be 12,000,000 valuables describing your medal. That's that's first. Zang on top of 12,000,000 valuables will be continually monitored. A slow aye aye, and the machine learning give something called a baseline data. But on top of it, the user, the human being will have the knowledge young what is considered normal what is considered abnormal. They can add their intelligence through something called excludable rumble on couple of this system, and their system now can be wrong at any time. Which talking about where somebody attacking you when that OK is un afford all you through a human being, all our task Now the automation can be wrong guessing time. So >> this the expert, the subject matter expert, the main expert that the person with the knowledge he or she can inject that neck knowledge into your system, and then it generates and improves overtime. That's right, >> and it always improve, and other people can open the hood. I can't continue improving. Tell it so the whole automation in the past, it was. Why is the writer wants only used once? Because it's a colossal? It's a script. You I you input and output just text. So it wasn't a designer with a company, has a motive behind it. So you do it, You beauty your model. You're writing a logical whizzing a same periods off, we decided. We think that's you. Cannot a scale that way. >> OK, so obviously you can stop Dave from inputting his lack of knowledge into the system with, you know, security control and access control. Yeah, but there must be a bell curve in terms of the quality of the knowledge that goes into the system. You know, Joe might be a you know, a superstar. And, you know, stew maybe doesn't know as much about it. No offense, too. Student. So good. So how do you sort of, you know, balance that out? Do you tryto reach an equilibrium or can you wait? Jos Knowledge more than Stu's knowledge. How does that work? >> So the idea that this automation platform has something called excludable Rambo like pseudo Rambo can sure and implacably improved by Sri source One is any near themselves, right? The otherwise by underlying engine. So way talk about a I and the machine learning we have is that we also have a loo engine way. Basically, adjusting that ourselves certainly is through Claverie Partner, for example, Sisko, who run many years of Qatar where they have a lot of no house. Let's attack that knowledge can be pushed to the user. We actually have a in our system that a partnership with Cisco attack South and those script can be wrong. slow. Never prayer without a using woman getting the benefit of without talking with attack. Getting the answer? >> Yes, I think you actually partially answered. The question I have is how do you make sure we don't automata bad process? Yeah. So And maybe talk a little bit about kind of the training process to your original. Why of the company is to make things easier. You know, What's the ramp up period for someone that gets in giving me a bit of a how many engineers you guys have >> worked with? The automatic Allied mission. Our mission statement of neda prayer is to Democrat ties. Network automation, you know, used to be network automation on ly the guru's guru to it. Right, Dave off. Send a satchel. And a young generation. My generation who used come, Ally, this is not us, right? This is the same, you know. But we believe nowadays, with the complicity of middle with a cloud, computing with a cybersecurity demand the alternative Genetic automation is just no longer viable. So way really put a lot of starting to it and say how we can put a network automation into everyone's hand. So the things we tell as three angle of it, while his other missions can be created by anyone, the second meaning they've ofthe net off. Anyone who know have knowledge on metal can create automation. Second piece of automation can lunched at any time. Somebody attacking you middle of the night. They don't tell you Automation can lunch to protect Theo, and they're always out. You don't have people the time of the charter. Automation can lunch the tax losses, so it's called a lunch. Any time certain want is can adapt to any work follow. You have trouble shooting. You have nettle changes. You have compliance, right? You have documentation workflow. The automation should be able to attack to any of this will clothe topping digression tomorrow. We have when service now. So there's a ticket. Human being shouldn't touches a ticket before automation has dies, she'll write. Is a human should come in and then use continually use automation. So >> So you talk about democratizing automation network automation. So it's so anybody who sees a manual process that's wasting time. I can sort of solve that problem is essentially what you're >> doing. That's what I did exactly what we >> know So is there, uh, is there a pattern emerging in terms of best practice in terms of how customers are adopting your technology? >> Yes. Now we see more animal customer creating This thing's almost like a club, the power user, and we haven't caught it. Normal user. They have knowledge in their heads. Pattern immunity is emergent. We saw. Is there now work proactively say, How can I put that knowledge into a set of excludable format so that I don't get escalate all the time, right? So that I can do the same and more meaningful to me that I be repeating the same scene 10 times a month? Right? And I should want it my way. Caught a shift to the left a little while doing level to the machine doing the Level one task level two. Level three are doing more meaningful sex. >> How different is what you're doing it net brain from what others are doing in the marketplace. What's the differentiation? How do you compete? >> Yeah, Little got 1,000,000 so far has being a piecemeal, I think, a fragment. It's things that has done typical in a sweeping cracker. Why is wholesale Hardaway approach you replace the hardware was esti N S P. Where's d? Let there's automation Capitol Building Fifth, I caught a Tesla approached by a Tesla, and you can drive and a self driving. The second approaches softer approach is as well. We are leading build a model of your partner or apply machine learning and statistics and was behind but also more importantly, open architecture. Allow a human being to put their intelligence into this. Let's second approach and insert approaches. Actually service little outsourcer take you, help you We're moving way or walk alone in the cloud because there's a paid automation there, right so way are focusing on the middle portion of it. And the landscaper is really where we have over 2,000 identifies customer and they're automating. This is not a just wall twice a week, but 1,000 times a day. We really excited that the automation in that escape scale is transforming how metal and is being managed and enable things like collaboration. But I used to be people from here. People from offshore couldn't walk together because knowledge, data and knowledge is hard to communicate with automation. We see collaboration is happening more collaboration happening. So we've >> been talking about automation in the network for my entire career. Feels like the promise has been there for decades. That site feels like over the last couple of years, we've really seen automation. Not just a networking, but we've been covering a lot like the robotic process automation. All the different pieces of it are seeing automation. Bring in, gives a little bit look forward. What? What do you predict is gonna happen with automation in I t over the next couple of years? A >> future that's great Way have a cloud computing. We have cyber security. We have the share of scale middle driving the network automation to the front and center as a solution. And my prediction in the next five years probably surrounded one izing automation gonna be ubiquitous. Gonna be everywhere. No human being should touch a ticket without automation through the first task. First right second way. Believe things called a collaborative nature of automation will be happy. The other was a local. Automation is following the packet from one narrow kennedy to the other entity. Example would be your manager service provider and the price they collaborated. Manager Nettle common little But when there's something wrong we don't know each part Which part? I have issues so automation define it by one entity Could it be wrong Across multiple So is provider like cloud provider also come Automation can be initiated by the Enterprise Client way also see the hado A vendor like Cisco and their customer has collaborated Automation happening So next five years will be very interesting The Manu away to manage and operate near Oca will be finally go away >> Last question Give us the business update You mentioned 2,000 customers You're hundreds of employees Any other business metrics you Khun, you can share with us Where do you want to take this company >> way really wanted behind every enterprise. Well, Misha is a Democrat. Eyes network automation way Looking at it in the next five years our business in a girl 10 times. >> Well, good luck. Thank you. Thanks very much for coming on the queue of a great story. Thank you. Thank you for the congratulations For all your success. Think Keep right! Everybody stew and I will be back. Lisa Martin as well as here with an X guest Live from Cisco Live 2019 in San Diego. You watching the cube right back

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem. Barker's >> Welcome back to San Diego. Everybody watching the Cube, the leader and live check coverage. My name is David Locke. I'm here with my co host student in recovering Day to hear Sisqo live. 2019 on. On On. On on. Oswald is here. Excuse me. Sees the senior vice president of enterprise networking Engineering at Cisco. And John A postal, a polis. Italians in the Greeks. We have a lot in common. He is the VP and CTO of Enterprise Network. And get Sisko. Gentlemen, welcome to the Cube. How'd I do? Do you know it? Also, that you're bad, right? Thank you. All right, Good. Deal it out. Let's start with you. You guys have had a bunch of news lately. Uh, you're really kind of rethinking access to the network. Can you explain what's behind that to our audience? >> Yeah, even think about it. The network is getting has running more and more critical. Infrastructure at the same time is increasing. Bottom scale and complexity. What? We expected that you'll only be obvious. Violence on workspace is on the move. Are you? You're working here in your office, in the cafe, The sock off everywhere you want. An uninterrupted unplugged experience for that is violence. First, it's cloud driven and is dead optimist. So we had to rethink our way to access. It's not just about your laptops and your fool on the wireless network. In the end of the digital management systems, Coyote devices, everything is going to provide us with means reaching the access on that. But >> so, John, this obviously ties into, you know, you hear all the buzz about five g and WiFi. Six. Can you explain the connection? And you know what? We need to know about that. >> Okay, it's so fine. Five. Jean WiFi 62 new wireless technologies coming about now, and they're really awesome. So y fi six is the new version. WiFi. It's available today, and it's going to be available for down predominately indoors as wi WiFi indoors and high density environments where you need a large number. Large data bait for square meter una WiFi. Once again, the new WiFi six fight in the coverage indoors uh, five is going to be used predominately outdoors in the cellular frequency. Replacing conventional for Geo lt will provide you The broad coverage is your roam around outdoors. And what happens, though, is we need both. You need great coverage indoors, which wife Isis can provide, and you need great coverage outdoors. Which five year cried >> for G explosion kind of coincided with mobile yet obviously, and that caused a huge social change. And, of course, social media took off. What should we expect with five G? Is it? You know, I know adoption is gonna take a while. I'll talk about that, but it feels like it's more sort of be to be driven, but but maybe not. Can you >> see why 5 65 gr actually billions Some similar fundamental technology building blocks? You know you will be in the ball game for the Warriors game like a few weeks ago when they were winning on DH. After a bit of time to send that message. Video your kid something on the WiFi slow laden Z with WiFi, 61 have a problem. The WiFi six has four times the late in C 14. The throughput and capacity has existing y find Lowell Agency and also the battery life. You know, people say that that is the most important thing today. Like in the mass Maharaj three times the battery life for WiFi, 16 points. So you're gonna see a lot of use cases where you have inter walking within 556 and five g WiFi six foot indoors and find you for outdoor and some small overlap. But the whole idea is how do you ensure that these two disparate access networks are talking to each other explaining security policy and it is invisibility. >> Okay, so first what? Your warriors fan, right? Yeah. Awesome way. Want to see the Siri's keep going, baby? That was really exciting. Because I'm a Bruins fan, sir, on the plane the other night and in the JetBlue TV. Shut down, you know, So I immediately went to the mobile, But it was terrible experience, and I was going crazy checks in my friends. What's happening? You say that won't happen? Yeah, with five Julia and WiFi sexy. Exactly. Awesome. >> So, John, help connect for us. Enterprise. Not working. We've been talking about the new re architectures. You know, there's a c I there now intent based networking. How does this play into the five G and WiFi six discussion that we're having today? >> So one of the things that really matters to our customers and for everybody, basically, they want these sort of entering capability. They had some device is they want to talk to applications. They want access to data. We want to talk with other people or try ot things. So you need this sort of end twin capability wherever the ends are. So one of the things I've been working on a number of years now it's first all intent Basin that working, which we announced two and 1/2 years ago. And then multi domain, we try to connect across the different domains. Okay, well across campus and when, and data center all the way to the cloud and across the Service Fighter network and trad security has foundational across all of these. This was something that David Buckler and Chuck Robbins talked about at their keynote yesterday, and this is a huge area for us because we're going to make this single orchestrated capability crop customers to connect and to and no matter where the end of ices are >> alright so sewn on I have to believe that it's not the port, you know, administrator saying, Oh my God, I have all these signs of them. Is this where machine learning in A I come in to help me with all these disparate system absolutely are going very simple. Any user on any device had access to any application. Sitting in a data center in a cloud of multiple clouds over any network, you want that securely and seamlessly. You also wanna have nature. Its whole network is orchestrator automated, and you're the right visibility's recipes for idea on with the business insights on the eye. An ML. What's happening is there for the next book is going in complexity and skill. The number of alerts are growing up, so you are not able to figure it out. That's where the power of a I and machine learning comes. Think about it in the industry revolution, the Industrial Revolution made sure that you are. You don't have limitations or what humans can do right, like machines. And now we want to make sure businesses can benefit in the digital revolution, you know, in limited by what I can pass through all the logs and scrolls on ornament. Everything and that's the power of air and machine learning >> are there use cases where you would want some human augmentation. We don't necessarily want the machine taking over for you or Or Do you see this as a fully automated type of scenario? >> Yeah, so what happens is first ball visibility is really, really important. The operator of an effort wants the visibility and they want entwined across all these domains. So the first thing we do is we apply a lot of machine learning to get to take that immense amount of data is an unmentioned and to translate it into piece of information to insights into what's happening so that we could share to the user. And they can have visibility in terms of what's happened, how well it's happening. Are they anomalies? Are is this security threat so forth? And then we can find them additional feedback. Hate. This is anomaly. This could be a problem. This is the root cause of the problem, and we believe these are the solutions for what do you want to do? You wantto Do you want actuate one of these solutions and then they get to choose. >> And if you think of any other way, our goal is really take the bits and bytes of data on a network. Convert that data into information that information into insights that inside that lead to outcomes. Now you want. Also make sure that you can augment the power of a machine. Learning on those insights, you can build on exactly what's happening. For example, you want first baseline, your network, what's normal for your environment and when you have deviations and that anomalies. Then, you know, I don't know exactly what the problem is. Anyone automated the mediation of the problem. That's the power of A and women you >> When you guys as engineers, when you think about, you know, applying machine intelligence, there's a lot of, you know, innovation going on there. Do you home grow that? Do you open source it? Do you borrow? Explain the philosophy there in terms of it. From a development standpoint, >> development point of it is a combination of off all the aspects, like we will not green when they leave it all the exists. But it's always a lot of secrets are that you need to apply because everything flows through the network, right? If everything first netbooks, this quarter of information is not just a data link, their data source as well. So taking this district's also information. Normalizing it, harmonizing it, getting a pretty language. Applying the Alberta and machine learning, for example. We do that model, model learning and training in the clouds. Way to infants in the cloud, and you pushed the rules down. There's a combination, all of all, of that >> right, and you use whatever cloud tooling is available. But it sounds like it's really from an interest from a Cisco engineering standpoint. It's how you apply the machine intelligence for the benefit of your customers and those outcomes versus us. Thinking of Sisko is this new way I company right. That's not the ladder. It's the former. Is that >> fair? One of the things that's really important is that, as you know, Cisco has been making, uh, we've been designing a six for many years with really, really rich telemetry and, as you know, Data's key to doing good machine learning and stuff. So I've been designing the A six to do really time at wire speed telemetry and also to do various sorts of algorithmic work on the A six. Figure out. Hey, what is the real data you want to send up? And then we have optimized the OS Iowa sexy to be able to perform various algorithms there and also post containers where you could do more more machine learning at the switch at the router, even in the future, maybe at the A P and then with DNA Center way, have been able to gather all the data together in a single data life where we could form a machine learning on top. >> That's important, Point John mentioned, because you want Leo want layers and analytics. And that's why the cattle's 91 191 20 access point we launch has Cisco are basic that provides things like cleaning for spectrum were also the analytic from layer one level are literally a seven. I really like the line, actually from Chuck Robbins, yesterday said. The network sees everything, and Cisco wants to give you that visibility. Can you walk us through some of the new pieces? What, what what people, Either things that they might not have been aware of our new announcements this week as part of the Sisko, a network analytics, announced three things. First thing is automated based lining. What it really means. Is that what's normal for your environment, right? Because what's normal for your own environment may not be the same for my environment. Once I understand what that normal baseline is, then, as I have deviations I canto anomaly detection, I can call it an aggregate issues I can really bring down. Apply here and machine learning and narrow down the issues that are most critical for you to look at right now. Once and Aragon exact issue. I wanted the next thing, and that is what we call machine. Reasoning on machine reasoning is all about ordering the workflow off what you need to do to debug and fix the problem. You want the network to become smarter and smarter, the more you use it on. All of this is done through model learning and putting in the clouds infants in the cloud and pushing it down the rules as way have devices on line on time. So, >> do you see the day? If you think about the roadmap for for machine intelligence, do you see the day where the machine will actually do the remediation of that workflow. >> Absolutely. That's what we need to get you >> when you talk about the automated base lining is obviously a security, you know, use case there. Uh, maybe talk about that a little bit. And are there others? It really depends on your objective, right? If my objective is to drive more efficiency, lower costs, I presume. A baseline is where you start, right? So >> when I say baseline what I mean really, like, say, if I tell you that from this laptop to connect on a WiFi network, it took you three seconds and ask, Is that good or bad? You know, I don't know what the baseline for his environment. What's normal next time? If you take eight seconds on your baseline street, something is wrong. But what is wrong isn't a laptop issue isn't a version on the on your device is an application issue on network issue and our issue I don't know. That's why I'm machine learning will do exactly what the problem is. And then you use machine reasoning to fix a problem. >> Sorry. This is probably a stupid question, but how much data do you actually need. And how much time do you need to actually do a good job in that? That type of use case? >> What happens is you need the right data, Okay? And you're not sure where the right data is originally, which we do a lot of our expertise. It's this grass for 20 years is figuring out what the right data is and also with a lot of machine learning. We've done as well as a machine reason where we put together templates and so forth. We've basically gathered the right made for the right cause for the customer. And we refined that over time. So over time, like this venue here, the way this venue network, what it is, how it operates and so forth varies with time. We need to weigh need to refine that over time, keep it up to date and so forth. >> And when we talk about data, we're talking about tons of metadata here, right? I mean, do you see the day where there'll be more metadata than data? Yeah, it's a rhetorical question. All right, so So it's true you were hearing >> the definite zone. Lots of people learning about a building infrastructure is code. Tell us how the developer angle fits into what we've been discussing. >> Here we ask. So what happens is is part of intent based on African key parts of automation, right? And another key parts. The assurance. Well, it's what Devon it's trying to do right now by working with engineering with us and various partners are customers is putting together one of the key use cases that people have and what is code that can help them get that done. And what they're also doing is trying to the looking through the code. They're improving it, trying to instill best practice and stuff. So it's recently good po'd people can use and start building off. So we think this could be very valuable for our customers to help move into this more advanced automation and so forth. >> So architecture matters. We've touched upon it. But I want you to talk more about multi domain architectures wear Chuck Robbins. You know, talk about it. What is it? Why is it such a big deal on DH? How does it give Sisko competitive advantage? >> Think about it. I mean, my dad go being architectures. Nothing but all the components of a modern enterprise that look behind the scenes from giving access to a user or device to access for application and everything in between. Traditionally, each of these domains, like an access domain, the land domain can have 100 thousands off network know that device is. Each of these are configured General Manual to see a live my domain architectures almost teaching these various domains into one cohesive, data driven, automated programmable network. Your campus, your branch, your ran. But he doesn't and cloud with security as an integral part of it if it all. >> So it's really a customer view of an architecture isn't? Yeah, absolutely. Okay, that's good. I like that answer. I thought you're going to come out with a bunch of Cisco No mumbo jumbo in secret sauce. Now it really is you guys thinking about Okay, how would our customers need to architect there? >> But if you think about it, it's all about customer use case, for example, like we talked earlier today, we were walking everywhere on the bull's eye, in the cafe, in office and always on the goal. You're accessing your business school applications, whether it's webex salesforce dot com, 40 65. At the same time you're doing Facebook and what's happened. YouTube and other applications. Cisco has the van Domain will talk to Sisko. The domains action escalates and policies. So now you can cry tears the application that you want, which is business critical and fixing the night watchers but miss experience for you. But you want the best experience for that matter, where you are well >> on the security implications to I mean, you're basically busting down the security silos. Sort of the intent here, right? Right. Last thoughts on the show. San Diego last year. Orlando. We're in Barcelona earlier this year. >> I think it's been great so far. If you think about it in the last two years, we fill out the entire portfolio for the new access network when the cattle is 90. 100. Access points with WiFi six Switches Makes emission Campus core. Waterston, Controller Eyes for Unified Policy Data Center for Automation Analytics. Delia Spaces Business Insights Whole Access Network has been reinvented on It's a great time. >> Nice, strong summary, but John will give you the last word. >> What happens here is also everything about It says that we have 5,000 engineers have been doing this a couple years and we have a lot more in the pipe. So you're going to Seymour in six months from now Morn. Nine months and so forth. It's a very exciting time. >> Excellent. Guys. It is clear you like you say, completing the portfolio positioning for the next wave of of access. So congratulations on all the hard work I know a lot goes into it is Thank you very much for coming. All right, Keep it right there. David. Dante was stupid. And Lisa Martin is also in the house. We'll get back with the Cube. Sisqo live 2019 from San Diego.

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem, Barker's >> Hey, welcome back to the Cube. Lisa Martin with steam in a man's way are Day one of our coverage of Cisco lie from San Diego. We're gonna be here for three days of coverage, but a great day so far. And we're pleased to welcome back one of our Cube alumni, Kenny Christiansen, the practice director from Insight with the Cloud and Data Center transformation group. Kitt, welcome back. >> Thank you for a little while. >> It has been a little while. So give our audience a little overview of inside your partnership with Cisco and some of the history of how you got to Insite. >> Um, yeah, so you remember US. Data like way were smaller company than we are now. Focus on Cloud Davidson transformation. We've talked it della vincey and see events. Things like that way We're Cisco partner for about 10 years and recently we were acquired and we did with name sounds like cloud and Data Center transformation. We've talked about cloud in the channel and all these other things um inside acquired us Insight has kind of four major service solution sets, if you would. Some people look at them is a supply chain company, and it's a great large supply chain company, Microsoft Largest global partner. Some people understand it for the device in use devices that's called connected workforce. Each of these air pretty big businesses, you know, compared to what we are. What was Data link is now what's called Cloud David Senate transformation. Um, so we're helping people with the journey to the cloud and the hybrid cloud and all that other stuff. Francisco right, Dead center in the middle of that and then the 4th 1 is really excited to go diddle diddle innovation. And that's a couple of companies Blue Metal, Cardinal, etcetera again 1,000 people. Microsoft I'll Tee and aye, aye, partner of the year. So all of that is a pretty large channel organization. If you want. >> That's great stuff can. And we always. We love to talk to the channel as the folks on Wall Street to It's like you know we do. A channel check is okay. You know, Cisco's got a few areas that have, you know, stronger growth in the market overall, security's doing well. A few other spaces that are, you know, growing faster overall than the market helping grow where we're Cisco's going. So give us the reality. What's happening with your customers? What's driving, you know, since the most growth in your business. And you know where is where is Cisco kind of leading the pack? >> So we're doing really well a system, and I don't know if it's because we're helping clients build solutions that truly lied to business outcomes. We're not order takers, so we're actually moving up. We're now 54th largest partner. We're growing well, high single digits growth, which is pretty phenomenal and such a big number. We're talking $1,000,000,000 now and growing that level on DH. There's a number of reasons, you know, some of it is there's a lot of great technology and get into some of those way. See, the economy is being pretty good. Not bad. Yet you know everybody for it. Worried about what might happen. You mentioned security. We could get into a little bit of that. That's driving a lot of network refreshed and stuff like that. Um, you know, a little bit of Inter company, you know that we're getting our stuff together. So this large company with 15,000 customers, you know, acquires a company with 2,000 customers, and now we're getting introduced into the 15,000 with less friction. So that's helping us. And that's helping Francisco business. >> So here we are at Cisco Live, 30th time that they've done a customer partner. Event network has not only changed dramatically since their first event in 89 which was called networkers, I believe. But networking technology has also massively changed. You mentioned security, and now in this multi cloud world, no longer can you just put a firewall around Data Senate, right? Obviously, that the work we have, this core cloud edge very a Morpheus environments proliferation of mobile of mobile data traversing the network's talk to us about when you're talking with customers who need to transform their data centers. Where do you start from? A networking conversation perspective, where automation comes in where security comes in, >> you know, a lot of the cloud names. Their transformation says to me the edge of the network, you know, converts, infrastructure, stuff of that that's on the edge. The network security guys, which I'm not. You know, I work with them very closely, but there we almost separated, sells out from the data center. Networking security. But security's in the end to your point, right? I've got software to find access. I've got mobile access points I've got, you know, te Trae Shin. I've got you know, all of these products that are helping people that in the past they were just patching holes in the dyke, you know? Hey, this happened. Let's put this off for product. This happened. Let's put this in. We actually built a security practice like the last three or four years ago. It's growing. You know, the number of people that are, whether it's regulation compliance. You know, I got some real problem. I think I've got a problem and I don't know what it is. Our ability to come back and sit down and say, Let's evaluate what your situation is. So I was talking to the networking guys, so wow, enterprise network is up way up. What's driving that I need to transform or is that you know what isn't there like a lot of times it's something our long security that's making them step back and reevaluate. And then sometimes that draft transfer translates into entire network refresh. >> So you mess in Cisco te Trae Shin? That's one I've heard a number of times having some growth. What? What else? What are some of the, you know, hot products out there in your >> eyes based software to find FT. When hefty access. >> So one of the things I just don't understand Cisco actually has a few solutions and some of those areas any specific products that you call out or, uh, you know, the >> enterprising, that working I wouldn't go through each and every individual one. I think this is my view of the layman, right, Because I'm the data center guy and here's the security guy hears them working. Got I think Francisco started acquiring all these security companies three years ago and you watched it. It looked like a patchwork quilt and said, This doesn't fit together now. It fits together. That story is really solid. And so we've got clients that have had the luxury of either salmon. I'm going to do a refresh because I don't want to keep plugging hole, and maybe my technology was ready for it anyway because there's a lot of reasons to refresh right. My technology do digital transformation. I need to get my network ready for Io ti etcetera. But I keep hearing security over and over, right. I've got compliance and regulation and all of this other stuff. >> But in your core space, the data center world, you know, and any products that are kind of leading the leading the charge right now, >> you know, one of the things that's happening in data center from a Cisco perspective because their babies, right, 10 years old in data centers, they didn't really have data center before that we were there at the beginning. And that's really how CDC t built our David Senate practice. So you know, when you talk multi cloud at the end of the day, even if I'm cloud first, I'm going to end up with some of these mission critical work clothes. They might be boring the running the company right there, not the innovative Deva Coyote. I think that seems cool running the company, and that's still a converged or a hyper converse play. And some of those you know, there's a lot of opportunities. We've been talking about all day with the Sisko be used. You know, some of those are ready for refresh, right? So there's a great opportunity that's going and say, OK, what's next? You know, we've added, you know, the latest server technology. We've had all these things in the server technology, obviously all flashing the storage technologies in all of that. So that's you. And then, you know, Cisco continues to innovate in data center solutions with things like Hyper flex, which were, you know, talked a little bit about getting started off a little slow, because again, just like they weren't servers. Why are they here? Why are they in hyper converts like get it? And now that product has slowly improved and improved and improved, and we're seeing tremendous growth there. And I think luxury they have on a data center solution is that some of the other guys have to do. Ah or hey, I'm the leading hyper converts technology. But it's me or everybody else, right? Um, and then this goes in and write that I could connect those things together. >> So let's talk about some customer examples you can feel free to anonymous days. I'm seeing a smile on your face when you come into an organization, whether it's 100 year old bank or it's a one of the cloud orders, maybe a smaller, more nimble organization that needs to undergo transformation did isn't a transformation. What was the conversation like with respect to helping them take all of these disparate, presumably to sprint solutions, whether they're 10 15 different security solutions, how does insight come in and help them? I want to say integrate, but almost plug these things in together to extract value and help them make sure that what they're implementing, much technology perspective is necessary and also an accelerator of their business. >> Yeah, lose a lot there. So we have this, you know. So a year ago, everybody wanted to talk about Cloud, and then they had the security guys. But now you have a lot of change. Agents of transformation, their title right? And so we have this belief you're not going to digitally transform Now. There are people that are born digital, but companies that were buying Cisco 10 years ago need to go through a digital transformation, and you can't go through a digital transformation and tell you have a data center transformation, wherein I transformation. So we've done studies. What slows people down? What makes he failed legacy stuff? Security concerns. I mean, these are the top three things, right? Budget. I was just running the pretty and so we start there that says, Where do you want to get to? And then most of it is Let's understand what you have, what? Your objectives, ours, an organization. I want to get to this. I want to get to that Well, before we start talking about technologies and it's very it's very services or even write. I can't just go in there and throw your bomb and say, This is going to fix your problem because everybody's different. So it is very custom and very services, or >> you're saying >> I was just going to say It's a pattern I've seen quite a bit for the last couple of years is step one is modernized the platform and then step two. You can worry about your data and application story on top of that in that multi cloud world. >> Step one, admit you have a problem. Yeah. So we actually did a study? Yeah. You know, we do this All right? Well, why does everybody keep stalling? Why we've been stuck in this. Nobody's refreshing things and stuff like that. Well, there's a lot of new technology. They don't get it. But, you know, do you want a digitally transform? Understand what you need to do, but we ask questions like rate your infrastructure just raided B minus across a lot of large companies. That was what the grade they gave themselves. So there's a lot of opportunities. Say, Okay, where do you wanna be? Yeah, and where do we >> start? 90% of people think they are above average drivers, so >> drivers, but they think they have a B minus in infrastructure and is like to consider that a problem. >> So once you as we wrap here in the next minute or so, once you get them to admit, yeah, there's there's problems here that incite other partners come and come in and improve data center transformation, modernizing that infrastructure, but it's got to be concurrent, was starting to modernize and transform other areas, right? >> Absolutely so you know, there's so many places you could start. Sometimes you just go and say, Well, what's your appetite Every once in a while, you get somebody who's ready to go through an entire transformational process, you know, $20,000,000 arm or whatever, and we get those opportunities. Those are awesome. Now we get to start back and figure out where you want to be and how to get there most efficiently. A lot of people have to pick up juice. You know? What's your concern right now on DH? So we'll help them figure that out again. It could be security. It could be. You know how many people we have over 1,000 enterprise customers around X equal two thousand eight? That's a problem, right? Because that's in the support within a year, right? That's a problem. That's, you know, opportunity. So they are still trying to figure out these things and then, ah, picture on where I want to get to what you kind of always said. And that's where that digital innovation group they've got all these Aye aye projects. And as we sit here and talk about those things that kind of born in the cloud, but they're common part of the infrastructure. It was easy to give the GPO in the cloud, but I'm going to have to start. So we actually have all the latest Cisco technology and storage technology of A I stuff in our labs and stuff like that. So there's a lot going on is our CEO said would say, It's a really exciting time to be in this business. >> It sounds like it. I wish we had more time to start digging through there, but you'll have to come back. Okay. All right. Thanks for joining us. >> Thank you >> for student a man. I'm Lisa Martin. You're watching the Cube live day one of our coverage of Sisqo live from San Diego. Thanks for watching.