>> Announcer: From Denver, Colorado it's theCUBE. Covering Super Computing 17, brought to you by Intel. Welcome back everybody, Jeff Frick here with theCUBE. We're at Super Computing 2017 in Denver, Colorado talking about big big iron, we're talking about space and new frontiers, black holes, mapping the brain. That's all fine and dandy, but we're going to have a little bit more fun this next segment. We're excited to have our next guest Bernie Spang. He's a VP Software Defined Infrastructure for IBM. And his buddy and guest Wayne Glanfield HPC Manager for Red Bull Racing. And for those of you that don't know, that's not the pickup trucks, it's not the guy jumping out of space, this is the Formula One racing team. The fastest, most advanced race cars in the world. So gentlemen, first off welcome. Thank you. Thank you Jeff. So what is a race car company doing here for a super computing conference? Obviously we're very interested in high performance computing so traditionally we've used a wind tunnel to do our external aerodynamics. HPC allows us to do many many more iterations, design iterations of the car. So we can actually kind of get more iterations of the designs out there and make the car go faster very quicker. So that's great, you're not limited to how many times you can get it in the wind tunnel. The time you have in the wind tunnel. I'm sure there's all types of restrictions, cost and otherwise. There's lots of restrictions and both the wind tunnel and in HPC usage. So with HPC we're limited to 25 teraflops, which isn't many teraflops. 25 teraflops. >> Wayne: That's all. And Bernie, how did IBM get involved in Formula One racing? Well I mean our spectrum computing offerings are about virtualizing clusters to optimize efficiency, and the performance of the workloads. So our Spectrum LSF offering is used by manufacturers, designers to get ultimate efficiency out of the infrastructure. So with the Formula One restrictions on the teraflops you want to get as much work through that system as efficiently as you can. And that's where Spectrum computing comes in. That's great. And so again, back to the simulations. So not only can you just do simulations 'cause you got the capacity, but then you can customize it as you said I think before we turned on the cameras for specific tracks, specific race conditions. All types of variables that you couldn't do very easily in a traditional wind tunnel. Yes obviously it takes a lot longer to actually kind of develop, create, and rapid prototype the models and get them in the wind tunnel, and actually test them. And it's obviously much more expensive. So by having a HPC facility we can actually kind of do the design simulations in a virtual environment. So what's been kind of the ahah from that? Is it just simply more better faster data? Is there some other kind of transformational thing that you observed as a team when you started doing this type of simulation versus just physical simulation in a wind tunnel? We started using HPC and computational fluid dynamics about 12 years ago in anger. Traditionally it started out as a complementary tool to the wind tunnel. But now with the advances in HPC technology and software from IBM, it's actually beginning to overtake the wind tunnel. So it's actually kind of driving the way we design the car these days. That's great. So Bernie, working with super high end performance, right, where everything is really optimized to get that car to go a little bit faster, just a little bit faster. Right. Pretty exciting space to work in, you know, there's a lot of other great applications, aerospace, genomics, this and that. But this is kind of a fun thing you can actually put your hands on. Oh it's definitely fun, it's definitely fun being with the Red Bull Racing team, and with our clients when we brief them there. But we have commercial clients in automotive design, aeronautics, semiconductor manufacturing, where getting every bit of efficiency and performance out of their infrastructure is also important. Maybe they're not limited by rules, but they're limited by money, you know and the ability to investment. And their ability to get more out of the environment gives them a competitive advantage as well. And really what's interesting about racing, and a lot of sports is you get to witness the competition. We don't get to witness the competition between big companies day to day. You're not kind of watching it in those little micro instances. So the good thing is you get to learn a lot from such a focused, relatively small team as Red Bull Racing that you can apply to other things. So what are some of the learnings as you've got work with them that you've taken back? Well certainly they push the performance of the environment, and they push us, which is a great thing for us, and for our other clients who benefit. But one of the things I think that really stands out is the culture there of the entire team no matter what their role and function. From the driver on down to everybody else are focused on winning races and winning championships. And that team view of getting every bit of performance out of everything everybody does all the time really opened our thinking to being broader than just the scheduling of the IT infrastructure, it's also about making the design team more productive and taking steps out of the process, and anything we can do there. Inclusive of the storage management, and the data management over time. So it's not just the compute environment it's also the virtualized storage environment. Right, and just massive amounts of storage. You said not only are you running and generating, I'm just going to use boatloads 'cause I'm not sure which version of the flops you're going to use. But also you got historical data, and you have result data, and you have models that need to be tweaked, and continually upgraded so that you do better the following race. Exactly, I mean we're generating petabytes of data a year and I think one of the issues which is probably different from most industries is our workflows are incredibly complex. So we have up to 200 discrete job steps for each workflow to actually kind of produce a simulation. This is where the kind of IBM Spectrum product range actually helps us do that efficiently. If you imagine an aerospace engineer, or aerodynamics engineer trying to manually manage 200 individual job steps, it just wouldn't happen very efficiently. So this is where Spectrum scale actually kind of helps us do that. So you mentioned it briefly Bernie, but just a little bit more specifically. What are some of the other industries that you guys are showcasing that are leveraging the power of Spectrum to basically win their races. Yeah so and we talked about the infrastructure and manufacturing, but they're industrial clients. But also in financial services. So think in terms of risk analytics and financial models being an important area. Also healthcare life sciences. So molecular biology, finding new drugs. When you talk about the competition and who wins right. Genomics research and advances there. Again, you need a system and an infrastructure that can chew through vast amounts of data. Both the performance and the compute, as well as the longterm management with cost efficiency of huge volumes of data. And then you need that virtualized cluster so that you can run multiple workloads many times with an infrastructure that's running in 80%, 90% efficiency. You can't afford to have silos of clusters. Right we're seeing clients that have problems where they don't have this cluster virtualization software, have cluster creep, just like in the early days we had server sprawl, right? With a different app on a different server, and we needed to virtualize the servers. Well now we're seeing cluster creep. Right the Hadoop clusters and Spark clusters, and machine learning and deep learning clusters. As well as the traditional HPC workload. So what Spectrum computing does is virtualizes that shared cluster environment so that you can run all these different kind of workloads and drive up the efficiency of the environment. 'Cause efficiency is really the key right. You got to have efficiency that's what, that's really where cloud got its start, you know, kind of eating into the traditional space, right. There's a lot of inefficient stuff out there so you got to use your resources efficiently it's way too competitive. Correct well we're also seeing inefficiencies in the use of cloud, right. >> Jeff: Absolutely. So one of the features that we've added to the Spectrum computing recently is automated dynamic cloud bursting. So we have clients who say that they've got their scientists or their design engineers spinning up clusters in the cloud to run workloads, and then leaving the servers running, and they're paying the bill. So we built in automation where we push the workload and the data over the cloud, start the servers, run the workload. When the workload's done, spin down the servers and bring the data back to the user. And it's very cost effective that way. It's pretty fun everyone talks often about the spin up, but they forget to talk about the spin down. Well that's where the cost savings is, exactly. Alright so final words, Wayne, you know as you look forward, it's super a lot of technology in Formula One racing. You know kind of what's next, where do you guys go next in terms of trying to get another edge in Formula One racing for Red Bull specifically. I mean I'm hoping they reduce the restrictions on HPC so it can actually start using CFD and the software IBM provides in a serious manner. So it can actually start pushing the technologies way beyond where they are at the moment. It's really interesting that they, that as a restriction right, you think of like plates and size of the engine, and these types of things as the rule restrictions. But they're actually restricting based on data size, your use of high performance computing. They're trying to save money basically, but. It's crazy. So whether it's a rule or you know you're share holders, everybody's trying to save money. Alright so Bernie what are you looking at, sort of 2017 is coming to an end, it's hard for me to say that as you look forward to 2018 what are some of your priorities for 2018. Well the really important thing and we're hearing it at this conference, I'm talking with the analysts and with the clients. The next generation of HPC in analytics is what we're calling machine learning, deep learning, cognitive AI, whatever you want to call it. That's just the new generation of this workload. And our Spectrum conductor offering and our new deep learning impact capability to automate the training of deep learning models, so that you can more quickly get to an accurate model like in hours or minutes, not days or weeks. That's going to a huge break through. And based on our early client experience this year, I think 2018 is going to be a breakout year for putting that to work in commercial enterprise use cases. Alright well I look forward to the briefing a year from now at Super Computing 2018. Absolutely. Alright Bernie, Wayne, thanks for taking a few minutes out of your day, appreciate it. You're welcome, thank you. Alright he's Bernie, he's Wayne, I'm Jeff Frick we're talking Formula One Red Bull Racing here at Super Computing 2017. Thanks for watching.

>> Narrator: Live from Nice, France, it's theCUBE, covering .Next Conference 2017 Europe, brought to you by Nutanix. Welcome back, I'm Stu Miniman, we're here at the Nutanix .Next Conference in Nice, France. Happy to welcome to the program two first time guests, but a partnership we've been talking about since the early days of Nutanix. Bernie Hannon, Strategic Alliance Director with Citrix, and Raghu Nandan, Senior Director of Product Management, Nutanix. Thanks so much for joining me. Happy to be here. Great to be here. AlL right, so Bernie, let's start with you, how long have you been with Citrix, a little bit of background and when will you start working for Nutanix? (Bernie laughs) Ten years at Citrix, and we'll see about Nutanix. But no, I'm Strategic Alliances Director. I manage our alliance partnership with Nutanix, and I've been doing that now for about two-and-a-half years. AlL right, Raghu, little bit about your background, and you must have worked for Citrix before, right? I did, coincidentally, work at Citrix for a while, pretty close to ten years, actually, and I've been at Nutanix for almost three years now. I'm part of the product team, managing the full-stack journey that we've been on, building beyond software-defined storage with the Ember virtualization with AHB, the ops, artistration layers on top, and coincidentally, given the background with Citrix it was the first logical place for us to start to make Citrix a tailored-fit for the particular full stack offering,. That's what we've been working on too. Yeah, and let's talk about that Bernie. 'Cause most people for a couple of years, it was like oh, well Nutanix, they're that little VDI company, and do that, and that of course was a strong partnership between Citrix and Nutanix, but, it's much more that. So maybe, give us a little bit, kind of, the breath and depth of the partnership. Well, yeah, so, Nutanix was not shy about letting us know that they shared a common vision about what HCI could do, and what a partnership together could do to be able to strengthen or to further each others' strategies. And it was really all about trying to simplify the customer experience with EDI. And that's always been a challenge for our customers. And Nutanix, very quickly, was able to demonstrate that they could make deploying Citrix on the infrastructure so much easier for customers. And that's really what we've been about working on since we started this partnership. Yeah, and it's been the perfect-tailored workload like I said before, right. So we're on this journey of re-platforming the data center and collapsing as many silos as possible while bringing that public cloud-like consumption margin where people in the IT departments can go focus on applications and services and more business-oriented functions and kind of let IT be a functional thing without spending inordinate amounts of time. While we started our journey as a company with EDI, we've expanded certainly to a bunch of other workloads. But, when we brought this next new concept to the marketplace in September of 2015 by embrating the scavian derived HyperWiser as a built in part of the overall solution, Citrix was a natural place for us to start and that's kind of what we've been working on in that dimension. Yeah, Cloud has been a strategy, it's gone through a lot of changes in the industry but last year I talked to Christian Riley little bit about Citrix Cloud. Nutanix has had the Enterprise Cloud rolling out various pieces. Maybe you could both speak a little bit to kind of, those Cloud strategies. Sure, from a Citrix standpoint, we've been busy migrating our customers from the perpetual license model to a subscription model. And to leverage that through our Citrix Cloud, where we've moved the Citrix control plane up into the Cloud as a service. So, again, another step in making the whole process of deploying Citrix even easier. So, that's really been our strategy. And working with Nutanix we've made that process even easier through the automation tools that they've developed and now, shortly with the next release, Nutanix solutions are going to come Citrix Cloud ready. And that essentially means that customers can not only have the benefits of that subscription model, but they'll also be able to have the benefits of being able to manage Citrix as a service in Citrix Cloud and get the best of both worlds. And that for our customers is really a true hybrid cloud experience. And the Enterprise Cloud for us as Nutanix is really a fabric that kind of envelops the public, the private infrastructure and even stretches out into the edge, right in pleasing to use the disperse Cloud. And in the context of Citrix like Bernie said while Citrix Cloud makes the deployment of the entire Citrix software start, a non-hassle experience for customers, there is still something to be said for the actual infrastructure where the user re-amps a provision. This is the classic use case for hybrid in a sense because it all comes all the desktops and service bottlenecks where you have users on campus logging onto desktops in the public Cloud, yet the applications they need to access are having to help them back into the Enterprise Data Center and this combination of the Citrix Cloud and on tram Nutanix infrastructure, that just in one click plugs to the Citrix Cloud, lets people experience the best of both worlds. This zero, kind of like a one minute deployment of Citrix software stock and a one click experience from Prism to connect the infrastructure to start provisioning the stops and you can be from nothing to a production environment in literally minutes. Yeah. How does management play between the two of your companies, the management layer? The management layer from a Citrix Cloud standpoint, or? So talked a little bit about Prism there, to talking about how Comm fits in. Citrix has a number of software pieces. Just trynna understand, kind of, the boundaries overlaps integrations. That's really where Comm has done an excellent job of making a lot of that transparent, right. So the whole idea is that from the start, with just a couple of clicks, you're able to make the connection to Citrix Cloud, register and then drop the Citrix Cloud connector onto a Nutanix infrastructure and from there Prism is really managing that management experience. It's really two dimensions right. So think of the Citrix management layer as everything that encapsulates the policies, the governance models, everything around the performance expectations of VDI. Who gets what kind of a desktop, what kind of a profile, persistent, non persistent, all those kinds of things. Seamlessly plugs into Prism, which manages the rest of the infrastructure, physical, virtual, with ops and orchestration. So, I don't have to worry about this user needs a graphics enabled desktop, where would I go provision this? The system just automatically detects that. Or I have this thousand user environment and I don't quite know whether I've provisioned the right amount of compute and memory to the right kinds of users. Prism just tells you through behavioral learning, these users VM seem under provision, these users VM seem over provision. So you're getting the best ROI, in terms of your infrastructure span. So think of Prism as everything that manages the physical data central infrastructure including virtualizing and ops. And the Citrix management stack just plugs into that to layer on the governance policies on top. And then things that Citrix does in the background, in terms of managing the scale out. And making sure that everything is kept evergreen. And that the tools are always being refreshed. That happens automatically and seamlessly in the background. Great, Nutanix has been announced at their last show the Google Cloud partnership. My understanding, there's potential intersections between GCP, Citrix and Nutanix, talk to us a little bit about what we would see going forward, how those potentially play together. So Citrix has a new partnership with Google, Google Cloud platform, and our Citrix workspace and environment, the entire digital desktop now is available to deploy onto Citrix. I'm sorry, onto Google Cloud platform. And we believe that with a vergening partnership that's taking place with Nutanix and Google Cloud platform that there's an opportunity in the future to develop some new stories, better together, so it's something that we're just beginning to explore now, but we think there's a lot of possibilities there. I mean, I'll give you a classic example, right, last week I was speaking with a customer that's running Citrix on Nutanix and they're running it for a certain number of users, let's say a few thousand users, and every year at holiday season, they have these three or 400 contracting employees that come online, that they need extra capacity for these temporary desktops. And this combination of Citrix with Google Cloud platform and the Jorte Cloud services provides the perfect solution in which you could create on demand capacity for kind of, burst expectation of resources and once the contract was (mumbles), the environment shrinks back. So this is a start of a journey and we'll figure some things out, but there are some pretty strong synergies for the three to come together to solve for those kinds of interesting use cases. Great example and we think there's a lot more like those to come. Okay, want to give you both the last word. Either customers, any customer story you can tell, or anything else we should be looking at down the road from the partnership. Well, from a Citrix standpoint, I have to say that they are really appreciative of the partnership that we have with Nutanix. I think they feel good knowing that it's an alliance partnership that we have with Nutanix. So that they can make their investments with confidence. They've had a relationship with Citrix for a long time. And there's trust that goes with that. And in the Citrix name. And the fact that we have a strong alliance partnership, makes them feel good investing in Nutanix and then seeing how that better together story is really unfolding for them. And it's a great partnership for several reasons, but I think the single most important reason is the amount of customer delight it offers. When people bring Citrix and Nutanix together. And I've lost count of the number of customers that are appreciative of how much better their environments are. And we are super excited about how much further we can take that journey with this combination of Citrix Cloud with this one take experience within Prism. Yeah it's not just a promise if it's actually being delivered in this thing, it's actually happening. Bernie and Raghu, thank you so much for giving us the update on the partnership there. I'm Stu Miniman, you're watching theCUBE.

>>From the Bellagio hotel in Las Vegas. It's the cube covering UI path forward for brought to you by UI path. >>Good morning. Welcome to the cubes coverage of UI path forward for day two. Live from the Bellagio in Las Vegas. I'm Lisa Martin with Dave Velante, Dave. We had a great action packed day yesterday. We're going to have another action packed day today. We've got the CEO coming on. We've got customers coming on, but there's been a lot in the news last 24 hours. Facebook, what are your thoughts? >>Yeah, so wall street journal today, headline Facebook hearing fuels call for rain in on big tech. All right, everybody's going after big tech. Uh, for those of you who missed it, 60 minutes had a, uh, an interview with the whistleblower. Her name is, uh, Francis Haugen. She's very credible, just a little background. I'll give you my take. I mean, she was hired to help set Facebook straight and protect privacy of individuals, of children. And I really feel like, again, she, she didn't come across as, as bitter or antagonistic, but, but I feel as though she feels betrayed, right, I think she was hired to do a job. They lured her in to say, Hey, this is again, just my take to say, Hey, we want your help in earnest to protect the privacy of our users, our citizens, et cetera. And I think she feels betrayed because she's now saying, listen, this is not cool. >>You hired us to do a job. We in earnest, went in and tried to solve this problem. And you guys kind of ignored it and you put profit ahead of safety. And I think that is the fundamental crux of this. Now she made a number of really good points in her hearing yesterday and I'll, and we'll try to summarize, I mean, there's a lot of putting advertising revenue ahead of children's safety and, and, and others. The examples they're using are during the 2020 election, they shut down any sort of negative conversations. They would be really proactive about that, but after the election, they turned it back on and you know, we all know what happened on January 6th. So there's sort of, you know, the senators are trying that night. Um, the second thing is she talked about Facebook as a wall garden, and she made the point yesterday at the congressional hearings that Google actually, you can data scientists, anybody can go download all the data that Google has on you. >>You and I can do that. Right? There's that website that we've gone to and you look at all the data Google has and you kind of freak out. Yeah, you can't do that with Facebook, right? It's all hidden. So it's kind of this big black box. I will say this it's interesting. The calls for breaking up big tech, Bernie Sanders tweeted something out yesterday said that, uh, mark Zuckerberg was worth, I don't know. I think 9 billion in 2007 or eight or nine, whatever it was. And he's worth 122 billion today, which of course is mostly tied up in Facebook stock, but still he's got incredible wealth. And then Bernie went on his red it's time to break up big tech. It's time to get people to pay their fair share, et cetera. I'm intrigued that the senators don't have as much vigilance around other industries, whether it's big pharma, food companies addicting children to sugar and the like, but that doesn't let Facebook. >>No, it doesn't, but, but you ha you bring up a good point. You and I were chatting about this yesterday. What the whistleblower is identifying is scary. It's dangerous. And the vast majority, I think of its users, don't understand it. They're not aware of it. Um, and why is big tech being maybe singled out and use as an example here, when, to your point, you know, the addiction to sugar and other things are, uh, have very serious implications. Why is big tech being singled out here as the poster child for what's going wrong? >>Well, and they're comparing it to big tobacco, which is the last thing you want to be compared to as big tobacco. But the, but the, but the comparison is, is valid in that her claim, the whistleblower's claim was that Facebook had data and research that it knew, it knows it's hurting, you know, you know, young people. And so what did it do? It created, you know, Instagram for kids, uh, or it had 600,000. She had another really interesting comment or maybe one of the senators did. Facebook said, look, we scan our records and you know, kids lie. And we, uh, we kicked 600,000 kids off the network recently who were underaged. And the point was made if you have 600,000 people on your network that are underage, you have to go kill. That's a problem. Right? So now the flip side of this, again, trying to be balanced is Facebook shut down Donald Trump and his nonsense, uh, and basically took him off the platform. >>They kind of thwarted all the hunter Biden stuff, right. So, you know, they did do some, they did. It's not like they didn't take any actions. Uh, and now they're up, you know, in front of the senators getting hammered. But I think the Zuckerberg brings a lot of this on himself because he put out an Instagram he's on his yacht, he's drinking, he's having fun. It's like he doesn't care. And he, you know, who knows, he probably doesn't. She also made the point that he owns an inordinate percentage and controls an inordinate percentage of the stock, I think 52% or 53%. So he can kind of do what he wants. And I guess, you know, coming back to public policy, there's a lot of narrative of, I get the billionaires and I get that, you know, the Mo I'm all for billionaires paying more taxes. >>But if you look at the tax policies that's coming out of the house of representatives, it really doesn't hit the billionaires the way billionaires can. We kind of know the way that they protect their wealth is they don't sell and they take out low interest loans that aren't taxed. And so if you look at the tax policies that are coming out, they're really not going after the billionaires. It's a lot of rhetoric. I like to deal in facts. And so I think, I think there's, there's a lot of disingenuous discourse going on right now at the same time, you know, Facebook, they gotta, they gotta figure it out. They have to really do a better job and become more transparent, or they are going to get broken up. And I think that's a big risk to the, to their franchise and maybe Zuckerberg doesn't care. Maybe he just wants to give it a, give it to the government, say, Hey, are you guys are on? It >>Happens. What do you think would happen with Amazon, Google, apple, some of the other big giants. >>That's a really good question. And I think if you look at the history of the us government, in terms of ant anti monopolistic practices, it spent decade plus going after IBM, you know, at the end of the day and at the same thing with Microsoft at the end of the day, and those are pretty big, you know, high profiles. And then you look at, at T and T the breakup of at T and T if you take IBM, IBM and Microsoft, they were slowed down by the U S government. No question I've in particular had his hands shackled, but it was ultimately their own mistakes that caused their problems. IBM misunderstood. The PC market. It gave its monopoly to Intel and Microsoft, Microsoft for its part. You know, it was hugging windows. They tried to do the windows phone to try to jam windows into everything. >>And then, you know, open source came and, you know, the world woke up and said, oh, there's this internet that's built on Linux. You know, that kind of moderated by at T and T was broken up. And then they were the baby bells, and then they all got absorbed. And now you have, you know, all this big, giant telcos and cable companies. So the history of the U S government in terms of adjudicating monopolistic behavior has not been great at the same time. You know, if companies are breaking the law, they have to be held accountable. I think in the case of Amazon and Google and apple, they, a lot of lawyers and they'll fight it. You look at what China's doing. They just cut right to the chase and they say, don't go to the, they don't litigate. They just say, this is what we're doing. >>Big tech, you can't do a, B and C. We're going to fund a bunch of small startups to go compete. So that's an interesting model. I was talking to John Chambers about this and he said, you know, he was flat out that the Western way is the right way. And I believe in, you know, democracy and so forth. But I think if, to answer your question, I think they'll, they'll slow it down in courts. And I think at some point somebody's going to figure out a way to disrupt these big companies. They always do, you know, >>You're right. They always do >>Right. I mean, you know, the other thing John Chambers points out is that he used to be at 1 28, working for Wang. There is no guarantee that the past is prologue that because you succeeded in the past, you're going to succeed in the future. So, so that's kind of the Facebook break up big tech. I'd like to see a little bit more discussion around, you know, things like food companies and the, like >>You bring up a great point about that, that they're equally harmful in different ways. And yet they're not getting the visibility that a Facebook is getting. And maybe that's because of the number of users that it has worldwide and how many people depend on it for communication, especially in the last 18 months when it was one of the few channels we had to connect and engage >>Well. And, and the whistleblower's point, Facebook puts out this marketing narrative that, Hey, look at all this good we're doing in reality. They're all about the, the, the advertising profits. But you know, I'm not sure what laws they're breaking. They're a public company. They're, they're, they have a responsibility to shareholders. So that's, you know, to be continued. The other big news is, and the headline is banks challenge, apple pay over fees for transactions, right? In 2014, when apple came up with apple pay, all the banks lined up, oh, they had FOMO. They didn't want to miss out on this. So they signed up. Now. They don't like the fact that they have to pay apple fees. They don't like the fact that apple introduced its own credit card. They don't like the fact that they have to pay fees on monthly recurring charges on your, you know, your iTunes. >>And so we talked about this and we talk about it a lot on the cube is that, that in, in, in, in his book, seeing digital David, Michelle, or the author talked about Silicon valley broadly defined. So he's including Seattle, Microsoft, but more so Amazon, et cetera, has a dual disruption agenda. They're not only trying to disrupt horizontally the technology industry, but they're also disrupting industry. We talked about this yesterday, apple and finances. The example here, Amazon, who was a bookseller got into cloud and is in grocery and is doing content. And you're seeing these a large companies, traverse industry value chains, which have historically been very insulated right from that type of competition. And it's all because of digital and data. So it's a very, pretty fascinating trends going on. >>Well, from a financial services perspective, we've been seeing the unbundling of the banks for a while. You know, the big guys with B of A's, those folks are clearly concerned about the smaller, well, I'll say the smaller FinTech disruptors for one, but, but the non FinTech folks, the apples of the world, for example, who aren't in that industry who are now to your point, disrupting horizontally and now going after individual specific industries, ultimately I think as consumers we want, whatever is going to make our lives easier. Um, do you ever, ever, I always kind of scratch my nose when somebody doesn't take apple pay, I'm like, you don't take apple pay so easy. It's so easy to make this easy for me. >>Yeah. Yeah. So it's, it's going to be really interesting to see how this plays out. I, I do think, um, you know, it begs the question when will banks or Willbanks lose control of the payment systems. They seem to be doing that already with, with alternative forms of payment, uh, whether it's PayPal or Stripe or apple pay. And then crypto is, uh, with, with, with decentralized finance is a whole nother topic of disruption and innovation, >>Right? Well, these big legacy institutions, these organizations, and we've spoke with some of them yesterday, we're going to be speaking with some of them today. They need to be able to be agile, to transform. They have to have the right culture in order to do that. That's the big one. They have to be willing. I think an open to partner with the broader ecosystem to unlock more opportunities. If they want to be competitive and retain the trust of the clients that they've had for so long. >>I think every industry has a digital disruption scenario. We used to always use the, don't get Uber prized example Uber's coming on today, right? And, and there isn't an industry, whether it's manufacturing or retail or healthcare or, or government that isn't going to get disrupted by digital. And I think the unique piece of this is it's it's data, data, putting data at the core. That's what the big internet giants have done. That's what we're hearing. All these incumbents try to do is to put data. We heard this from Coca-Cola yesterday, we're putting data at the core of our company and what we're enabling through automation and other activities, uh, digital, you know, a company. And so, you know, can these, can these giants, these hundred plus year old giants compete? I think they can because they don't have to invent AI. They can work with companies like UI path and embed AI into their business and focused on, on what they do best. Now, of course, Google and Amazon and Facebook and Microsoft there may be going to have the best AI in the world. But I think ultimately all these companies are on a giant collision course, but the market is so huge that I think there's a lot of, >>There's a tremendous amount of opportunity. I think one of the things that was exciting about talking to one, the female CIO of Coca-Cola yesterday, a hundred plus old organization, and she came in with a very transformative, very different mindset. So when you see these, I always appreciate when I say legacy institutions like Coca-Cola or Merck who was on yesterday, blue cross blue shield who's on today, embracing change, cultural change going. We can't do things the way we used to do, because there are competitors in that review mirror who are smaller, they're more nimble, they're faster. They're going to be, they're going to take our customers away from us. We have to deliver this exceptional customer and employee experience. And Coca-Cola is a great example of one that really came in with CA brought in a disruptor in order to align digital with the CEO's thoughts and processes and organization. These are >>Highly capable companies. We heard from the head of finance at, at applied materials today. He was also coming on. I was quite, I mean, this is a applied materials is really strong company. They're talking about a 20 plus billion dollar company with $120 billion market cap. They supply semiconductor equipment and they're a critical component of the semiconductor supply chain. And we all know what's going on in semiconductors today with a huge shortage. So they're a really important company, but I was impressed with, uh, their finance leaders vision on how they're transforming the company. And it was not like, you know, 10 years out, these were not like aspirational goals. This is like 20, 19, 20, 22. Right. And, and really taking costs out of the business, driving new innovation. And, and it's, it was it's, it's refreshing to me Lisa, to see CFOs, you know, typically just bottom line finance focused on these industry transformations. Now, of course, at the end of the day, it's all about the bottom line, but they see technology as a way to get there. In fact, he put technology right in the middle of his stack. I want to ask him about that too. I actually want to challenge him a little bit on it because he had that big Hadoop elephant in the middle and this as an elephant in the room. And that picture, >>The strategy though, that applied materials had, it was very well thought out, but it was also to your point designed to create outcomes year upon year upon year. And I was looking at some of the notes. I took that in year one, alone, 274 automations in production. That's a lot, 150,000 in annual work hours automated 124 use cases they tackled in one year. >>So I want to, I want to poke at that a little bit too. And I, and I did yesterday with some guests. I feel like, well, let's see. So, um, I believe it was, uh, I forget what guests it was, but she said we don't put anything forward that doesn't hit the income statement. Do you remember that? Yes, it was Chevron because that was pushing her. I'm like, well, you're not firing people. Right. And we saw from IDC data today, only 13% of organizations are saying, or, or, or the organizations at 13% of the value was from reduction in force. And a lot of that was probably in plan anyway, and they just maybe accelerated it. So they're not getting rid of headcount, but they're counting hours saved. So that says to me, there's gotta be an normally or often CFOs say, well, it's that soft dollars because we're redeploying folks. But she said, no, it hits the income statement. So I don't, I want to push a little bit and see how they connect the dots, because if you're going to save hours, you're going to apply people to new work. And so either they're generating revenue or cutting costs somewhere. So, so there's another layer that I want to appeal to understand how that hits the income state. >>Let's talk about some of that IDC data. They announced a new white paper this morning sponsored by UI path. And I want to get your perspectives on some of the stats that they talked about. They were painting a positive picture, an optimistic picture. You know, we can't talk about automation without talking about the fear of job loss. They've been in a very optimistic picture for the actual gains over a few year period. What are your thoughts about that? Especially when we saw that stat 41% slowed hiring. >>Yeah. So, well, first of all, it's a sponsored study. So, you know, and of course the conferences, so it's going to be, be positive, but I will say this about IDC. IDC is a company I would put, you know, forest they're similar. They do sponsored research and they're credible. They don't, they, they have the answer to their audience, so they can't just out garbage. And so it has to be defensible. So I give them credit there that they won't just take whatever the vendor wants them to write and then write it. I've used to work there. And I, and I know the culture and there's a great deal of pride in being able to defend what you do. And if the answer doesn't come out, right, sorry, this is the answer. You know, you could pay a kill fee or I dunno how they handle it today. >>But, but, so my point is I think, and I know the people who did that study, many of them, and I think they're pretty credible. I, I thought by the way, you, to your 41% point. So the, the stat was 13% are gonna reduce head count, right? And then there were two in the middle and then 41% are gonna reduce or defer hiring in the future. And this to me, ties into the Erik Brynjolfsson and, and, and, uh, and, and McAfee work. Andy McAfee work from MIT who said, look, initially actually made back up. They said, look at machines, have always replaced humans. Historically this was in their book, the second machine age and what they said was, but for the first time in history, machines are replacing humans with cognitive functions. And this is sort of, we've never seen this before. It's okay. That's cool. >>And their, their research suggests that near term, this is going to be a negative economic impact, sorry, negative impact on jobs and salaries. And we've, we've generally seen this, the average salary, uh, up until recently has been flat in the United States for years and somewhere in the mid fifties. But longterm, their research shows that, and this is consistent. I think with IDC that it's going to help hiring, right? There's going to be a boost buddy, a net job creator. And there's a, there's a, there's a chasm you've got across, which is education training and skill skillsets, which Brynjolfsson and McAfee focused on things that humans can do that machines can't. And you have this long list and they revisited every year. Like they used to be robots. Couldn't walk upstairs. Well, you see robots upstairs all the time now, but it's empathy, it's creativity. It's things like that. >>Contact that humans are, are much better at than machines, uh, even, even negotiations. And, and so, so that's, those are skills. I don't know where you get those skills. Do you teach those and, you know, MBA class or, you know, there's these. So their point is there needs to be a new thought process around education, public policy, and the like, and, and look at it. You can't protect the past from the future, right? This is inevitable. And we've seen this in terms of economic activity around the world countries that try to protect, you know, a hundred percent employment and don't let competition, they tend to fall behind competitively. You know, the U S is, is not of that category. It's an open market. So I think this is inevitable. >>So a lot about upskilling yesterday, and the number of we talked with PWC about, for example, about what they're doing and a big focus on upscaling. And that was part of the IDC data that was shared this morning. For example, I'll share a stat. This was a survey of 518 people. 68% of upscaled workers had higher salaries than before. They also shared 57% of upskilled workers had higher roles and their enterprises then before. So some, again, two point it's a sponsored study, so it's going to be positive, but there, there was a lot of discussion of upskilling yesterday and the importance on that education, because to your point, we can't have one without the other. You can't give these people access to these tools and not educate them on how to use it and help them help themselves become more relevant to the organization. Get rid of the mundane tasks and be able to start focusing on more strategic business outcome, impacting processes. >>We talked yesterday about, um, I use the example of, of SAP. You, you couldn't have predicted SAP would have won the ERP wars in the early to mid 1990s, but if you could have figured out who was going to apply ERP to their businesses, you know what, you know, manufacturing companies and these global firms, you could have made a lot of money in the stock market by, by identifying those that were going to do that. And we used to say the same thing about big data, and the reason I'm bringing all this up is, you know, the conversations with PWC, Deloitte and others. This is a huge automation, a huge services opportunity. Now, I think the difference between this and the big data era, which is really driven by Hadoop is it was big data was so complicated and you had a lack of data scientists. >>So you had to hire these services firms to come in and fill those gaps. I think this is an enormous services opportunity with automation, but it's not because the software is hard to get to work. It's all around the organizational processes, rethinking those as people process technology, it's about the people in the process, whereas Hadoop and the big data era, it was all about the tech and they would celebrate, Hey, this stuff works great. There are very few companies really made it through that knothole to dominate as we've seen with the big internet giants. So you're seeing all these big services companies playing in this market because as I often say, they like to eat at the trough. I know it's kind of a pejorative, but it's true. So it's huge, huge market, but I'm more optimistic about the outcomes for a broader audience with automation than I was with, you know, big data slash Hadoop, because I think the software as much, as much more adoptable, easier to use, and you've got the cloud and it's just a whole different ball game. >>That's certainly what we heard yesterday from Chevron about the ease of use and that you should be able to see results and returns very quickly. And that's something too that UI path talks about. And a lot of their marketing materials, they have a 96, 90 7% retention rate. They've done a great job building their existing customers land and expand as we talked about yesterday, a great use case for that, but they've done so by making things easy, but hearing that articulated through the voice of their customers, fantastic validation. >>So, you know, the cube is like a little, it's like a interesting tip of the spirits, like a probe. And I will tell you when I, when we first started doing the cube and the early part of the last decade, there were three companies that stood out. It was Splunk service now and Tableau. And the reason they stood out is because they were able to get customers to talk about how great they were. And the light bulb went off for us. We were like, wow, these are three companies to watch. You know, I would tell all my wall street friends, Hey, watch these companies. Yeah. And now you see, you know, with Frank Slootman at snowflake, the war, the cat's out of the bag, everybody knows it's there. And they're expecting, you know, great things. The stock is so priced to perfection. You could argue, it's overpriced. >>The reason I'm bringing this up is in terms of customer loyalty and affinity and customer love. You're getting it here. Absolutely this ecosystem. And the reason I bring that up is because there's a lot of questions in the, in the event last night, it was walking around. I saw a couple of wall street guys who came up to me and said, Hey, I read your stuff. It was good. Let's, let's chat. And there's a lot of skepticism on, on wall street right now about this company. Right? And to me, that's, that's good news for you. Investors who want to do some research, because the words may be not out. You know, they, they, they gotta prove themselves here. And to me, the proof is in the customer and the lifetime value of that customer. So, you know, again, we don't give stock advice. We, we kind of give fundamental observations, but this stock, I think it's trading just about 50. >>Now. I don't think it's going to go to 30, unless the market just tanks. It could have some, you know, if that happens, okay, everything will go down. But I actually think, even though this is a richly priced stock, I think the future of this company is very bright. Obviously, if they continue to execute and we're going to hear from the CEO, right? People don't know Daniel, Denise, right? They're like, who is this guy? You know, he started this company and he's from Eastern Europe. And we know he's never have run a public company before, so they're not diving all in, you know? And so that to me is something that really pay attention to, >>And we can unpack that with him later today. And we've got some great customers on the program. You mentioned Uber's here. Spotify is here, applied materials. I feel like I'm announcing something on Saturday night. Live Uber's here. Spotify is here. All right, Dave, looking forward to a great action packed today. We're going to dig more into this and let's get going. Shall we let's do it. All right. For David Dante, I'm Lisa Martin. This is the cube live in Las Vegas. At the Bellagio. We are coming to you presenting UI path forward for come back right away. Our first guest comes up in just a second.

>>Hello. I miss Caribbean, the principal Off Lens Open Source project and senior director off Engineering at Mirandes. I'm excited to be here today at launch back 2020 Virtual conference. I will be your guide, helping you to navigate the rough waters off opportunities and containers and show you the way how to take full advantage off this great new technology with help off lens. The Coburn Edie's idea. It's happening all around us. Containers and Coburn ET is everywhere. Every day, hundreds of thousands off people create new clusters. Develop containerized application on they deploy those applications on top of Cuban Edie's. It has become the golden standard for container orchestration. How did we get here? The industry has been very creative and innovative in ways how to burn it is has been marketed with the help off develops movement, empowering individual development teams leveraging 12 factor model on infrastructure. As a code principles, we have created the need for a system that is able to obstruct everything. That's one a single system to rule them all. Cooper needs has become this system. It has become the operating system for cloud. But hey, people say Coburn Ages is difficult and complex. Absolutely many people on organizations are struggling to adopt kubernetes at scale terrorist complexity on complexity on top of complexity. On top off this, you might need to unlearn some of the things you have used to do in the past. Having had chance to speak with hundreds off, Cooper needs users on operators, from beginners to ninja level hackers. I feel Coburn Edie's is not too difficult or complex. People will get this perception on Lee when they are using primitive or were limited tools for job, or if they have failed to address the needs off all different stakeholders. By using proper quality tools and products, we can truly harness the power of communities on radically improved the speed of business To get there. In my mind, we have deserved at least two important stakeholders. First, mhm. We have hopes and idea means who want to use system for centralized kubernetes cluster creation operations and management in a listen take care a lot about underlying infrastructure, security and conformance. The industry has been serving teas people very well. He has an amazing products for this segment. Dr Enterprise Container Cloud. It's a great example off such a product. Secondly, we have developers who are, in fact the consumers off. The clusters provided by the ops and I T at means they are the people who actually access the clusters on daily basis. Take deploy, run, managed, debug, inspect on observed the workloads running on top of communities. The availability and quality off tools and products for this segment has been lacking. See, very luckily, that's not the case anymore. And that's the focus off my talk today to take away. I want you to have from this simple unless we have quality tools and products for both off these important stakeholders, we might not get all the benefits we were looking for. Docker Enterprise Container Cloud. We'll get you on top and when combined with the product, I'm about to talk. Next. We'll take you where you wanna be. I'm so excited about this lens. The Cooper needs I D. I. D stands for integrated development environment. We could call it in the credit operations environment as well, but let's stick with I D for a little bit longer. No, If you would be doing non virtual conference, I would be as asking how many off you have heard or actually tried using less >>before. It's okay, Let's make make it interactive. We can still do it all right. I'm probably I would see something to 20% of people raising their hands. To be honest, I'm amazed how many people have started using lens already. It's been out on Lee for just six months or so. Lens combines all a sense of tools and technologies >>required for streamlining cloud native applicants and development on Day two operations. It's all you need to take control off Coburn. Edie's clusters on workloads running on top, for example, you might have find hard time trying to understand what is really going on in your clusters with lens. You will have complete situational awareness off all your clusters on work clothes, and you will understand what's going on on quickly. Take actions if needed. Lenses designed for developers who need to work with Cooper needs on a daily basis. If you have somebody who is just getting started, lens will lower the barrier of entry because it will let you explore your clusters on workloads very easy. Take action to try out different things on diesel eyes, everything in a way that makes sense on provides full context. If you are very experienced ninja level heavy user, you will get things done fast. In essence, by using lens, you will become more productive on the quality off life is improved a lot lenses. A stand alone desktop application for Mac OS Windows and Linux operating systems. It's free and fully open. Source under Emmett license. If you want to get started, simply download the lens application from Lens website and start adding your clusters. Now you might wonder. How does lend play together with Mirandes >>offering sheep code faster at Mirandes, we want to convert open source innovation in the customer value. We want to be best in the world. At this. We want to increase developer velocity to continuously deliver code faster for public and private clouds. And in order to do that, we want to put capable person in the center. We want to invest in products and technologies that will improve the developer productivity that speed sheep gold faster. To have speed, we got to get right amount off simplicity. Choice on security simplicity does not mean less features. It means amazing usability on developer experience for using complex on feature rich systems Under the hood. Security means invisible security, something that is built into the system from >>beginning on its part of its DNA, something that is automatically applied to the underlying infrastructure and software running on top without need for developers to worry about too much choice. It's include chance. You should be able to choose the parts you want to use, for example, choice of the infrastructure, cloud providers or even host operating system running on your machines. Everything in here comes to life with talker in the price container cloud. Combined with lens, it's the end to end solution for harnessing the power of kubernetes and radically improving the speed of business. >>All right, I hope you got the idea how lens will play together with Mirandes offering on a highly law. Now I'd like to talk more about lens features in detail. Let's kick off with multi cluster management. Unlike multi cluster management systems designed for hopes and ideas, New people peace is the Monte Cluster management from the developers point of view, take a nap. Any number >>of cabernet, these clusters to provide quick and easy way to switch cluster context on access workloads Running on top thes clusters may be the ones provide provided by their hopes and ideas mean people, but they might be clusters running locally, used in some other projects or use for hobby purposes. As an example, the clusters are added simply simply by importing the cube conflict file and selecting the cluster context. Once added, it's fast and easy to switch between clusters. Since the requirement for acting a cluster is just a cube. Conflict file lens works with any any certified Cooper needs distributions where user might have obtained to keep conflict. Five. For example, Documented price Container Cloud. You see T e. K s G. K. A. K s rancher opens it. Minnick YouTube many, many other flavors off uber Nitties They all work straight out off the box. The creating above lens is that you will get one unified I e across all your clusters. >>No matter what's the flavor on. There is absolutely nothing that you need to install in. Cluster is in itself is great because most off the developers we're talking about in here do not have sufficient right to install anything like this in their clusters. Since we're now talking about access control, let's discuss how the role based access control is taken in account with lens. It's all about uber needs built in role based access control. As you know, clusters may be configured to use any supported identity providers, since lens will authenticate uses the Cooper needs with Cuba conflict file Cooper needs are back is automatically enforced. This is also reflected on the user interface user. Will Onley see those resources they are allowed to access? Lens do not need admin level privileges, service accounts or any other solution that would by bus. The Cooper needs are back. Next. We have a smart terminal less has a built in smart terminal. It comes with bundled common line tools such as cube cattle on help. It's different from your native terminal because the smart terminal will always have cube cattle command available on bond. It will automatically >>switch the version off cube cattle to match the currently selected Cooper Needs Cluster a P I. If FBI compatible version is not found, it will be downloaded automatically in the background. In addition to making sure you are always using the right version off cube kuttel the Smart Terminal will automatically assigned the Cube conflict context to match your currently selected co Bernie. This cluster as a summary. When you use lens with building Smart Terminal, you are always using the right version off cube cattle and context. I feel there is still something more I want to share with you. Visualizations lenses Very diesel on There is a lot of detail in the user experience. One of the great features in Lens is that building in the creation with Prometheus to visualize everything. As you might know, people working on the ups and i d at me inside of things have learned to write complex Primedia Square ease. Most likely, they have created beautiful death sport to look at data. Looking at the cluster's from the bird's eye perspective. If you are a developer, you are interested in your own stuff. Bird side perspective might be nice, but it doesn't help you to debug and trouble. Suit your own application. You don't necessarily have access to or want to learn Prometheus to write your own queries on out of context that sports. That is why lens will provide automatically civilization for all supportive resource types including the aggregated Use it, >>David Little person. Or, to be honest, ops on Idea Means to will get all the data they need, always in the right context. The basic metrics include CPU memory on disk with total capacity actual use. It requests on limits. The unrest metrics include bytes sent success, failure on request and response to race. Both statistics also include network bytes sent and received. Persistent pulling. Unclaimed metrics include disk usage and capacity. Wow, that was a lot on. To be honest, we are just barely scratching the surface off the available features. Let's move on and talk about lens from the community on open source project perspective. We'll start with statistic, not because I like statistics in particular, but because this project has some mind blowing stats to share. Let's remind ourselves that lens was made open source just a half a year ago. Since then, over 600,000 downloads over 50,000 users over >>8000 star gazers on get top. The users come from all around the world. It's one off the fastest training open source projects on git hub and definitely in Cuba needs ecosystem. It's the number one e or u I or whatever you wanna call it for Cuban, it is on. If you are not using it yet, you're probably missing out some something great. What's coming on next? We are working hard every day to make lens better. Our focus as a leader in this open source project is to remain vendor Notre Look Ways for collaboration with other vendors in the cloud Native technology ecosystem on focus on making features that directing most value for our users. Against this background, the near future roadmap includes exciting features like extensive a P I. While the building features off, lens might feel great. It's just the beginning. Lens extensive a p I that is going to be a new feature released as part off Lens 4.0, we'll let you at custom visualizations on functionality to support your preferred development. Work flaws. The Extensions AP I will provide options for extensive creators to but directly into the lens You I we are already working with the number off cloud Native technology ecosystem vendors to get their technology is deeply integrated on therefore more accessible true lens, for example, on extension for a container >>image scanning technology vendor, I might add a warning icon next to a port or a deployment where vulnerable image is detected in a decent. This extension might provide more details about this vulnerability when the port or deployment is clicked. This is just a simple example, but I hope you get the idea on Really, this is just beginning. We want to >>bring entire Coburn Edie's ecosystem together in a listen to extensions. A p I. We will work on features to enhance Cooper needs Developer were close, both locally on remote, enable teamwork and naturally improve the usability on fixed box reported by our users. There are so many great things coming. It's impossible to list everything in here. If you are interested, please take a look at the epics listed on our guitar free ball. Once again, if you're not using lens already, you're probably missing out on something great. Download and get started today. For the most amazing entrant experience, check out the Docker Enterprise Container Cloud as well. I wish you all a great time with Coburn. Edie's I'm looking forward to meet you all in person someday. Take care. Bye bye

>>It's the queue covering the virtual vertical Big Data Conference 2020. Brought to you by vertical. >>Hello, everybody. Welcome to the new Normal. You're watching the Cube, and it's remote coverage of the vertical big data event on digital or gone Virtual. My name is Dave Volante, and I'm here with Colin Mahoney, who's a senior vice president at Micro Focus and the GM of Vertical Colin. Well, strange times, but the show goes on. Great to see you again. >>Good to see you too, Dave. Yeah, strange times indeed. Obviously, Safety first of everyone that we made >>a >>decision to go Virtual. I think it was absolutely the right all made it in advance of how things have transpired, but we're making the best of it and appreciate your time here, going virtual with us. >>Well, Joe and we're super excited to be here. As you know, the Cube has been at every single BDC since its inception. It's a great event. You just you just presented the key note to your to your audience, You know, it was remote. You didn't have that that live vibe. And you have a lot of fans in the vertical community But could you feel the love? >>Yeah, you know, it's >>it's hard to >>feel the love virtually, but I'll tell you what. The silver lining in all this is the reach that we have for this event now is much broader than it would have been a Z you know, you know, we brought this event back. It's been a few years since we've done it. We're super excited to do it, obviously, you know, in Boston, where it was supposed to be on location, but there wouldn't have been as many people that could participate. So the silver lining in all of this is that I think there's there's a lot of love out there we're getting, too. I have a lot of participants who otherwise would not have been able to participate in this. Both live as well. It's a lot of these assets that we're gonna have available. So, um, you know, it's out there. We've got an amazing customers and of practitioners with vertical. We've got so many have been with us for a long time. We've of course, have a lot of new customers as well that we're welcoming, so it's exciting. >>Well, it's been a while. Since you've had the BDC event, a lot of transpired. You're now part of micro focus, but I know you and I know the vertical team you guys have have not stopped. You've kept the innovation going. We've been following the announcements, but but bridge the gap between the last time. You know, we had coverage of this event and where we are today. A lot has changed. >>Oh, yeah, a lot. A lot has changed. I mean, you know, it's it's the software industry, right? So nothing stays the same. We constantly have Teoh keep going. Probably the only thing that stays the same is the name Vertical. Um and, uh, you know, you're not spending 10 which is just a phenomenal released for us. So, you know, overall, the the organization continues to grow. The dedication and commitment to this great form of vertical continues every single release we do as you know, and this hasn't changed. It's always about performance and scale and adding a whole bunch of new capabilities on that front. But it's also about are our main road map and direction that we're going towards. And I think one of the things have been great about it is that we've stayed true that from day one we haven't tried to deviate too much and get into things that are barred to outside your box. But we've really done, I think, a great job of extending vertical into places where people need a lot of help. And with vertical 10 we know we're going to talk more about that. But we've done a lot of that. It's super exciting for our customers, and all of this, of course, is driven by our customers. But back to the big data conference. You know, everybody has been saying this for years. It was one of the best conferences we've been to just so really it's. It's developers giving tech talks, its customers giving talks. And we have more customers that wanted to give talks than we had slots to fill this year at the event, which is another benefit, a little bit of going virtually accommodate a little bit more about obviously still a tight schedule. But it really was an opportunity for our community to come together and talk about not just America, but how to deal with data, you know, we know the volumes are slowing down. We know the complexity isn't slowing down. The things that people want to do with AI and machine learning are moving forward in a rapid pace as well. There's a lot talk about and share, and that's really huge part of what we try to do with it. >>Well, let's get into some of that. Um, your customers are making bets. Micro focus is actually making a bet on one vertical. I wanna get your perspective on one of the waves that you're riding and where are you placing your bets? >>Yeah, No, it's great. So, you know, I think that one of the waves that we've been writing for a long time, obviously Vertical started out as a sequel platform for analytics as a sequel, database engine, relational engine. But we always knew that was just sort of takes that we wanted to do. People were going to trust us to put enormous amounts of data in our platform and what we owe everyone else's lots of analytics to take advantage of that data in the lots of tools and capabilities to shape that data to get into the right format. The operational reporting but also in this day and age for machine learning and from some pretty advanced regressions and other techniques of things. So a huge part of vertical 10 is just doubling down on that commitment to what we call in database machine learning and ai. Um, And to do that, you know, we know that we're not going to come up with the world's best algorithms. Nor is that our focus to do. Our advantage is we have this massively parallel platform to ingest store, manage and analyze the data. So we made some announcements about incorporating PM ML models into the product. We continue to deepen our python integration. Building off of a new open source project we started with uber has been a great customer and partner on This is one of our great talks here at the event. So you know, we're continuing to do that, and it turns out that when it comes to anything analytics machine learning, certainly so much of what you have to do is actually prepare the big shape the data get the data in the right format, apply the model, fit the model test a model operationalized model and is a great platform to do that. So that's a huge bet that were, um, continuing to ride on, taking advantage of and then some of the other things that we've just been seeing. You continue. I'll take object. Storage is an example on, I think Hadoop and what would you point through ultimately was a huge part of this, but there's just a massive disruption going on in the world around object storage. You know, we've made several bets on S three early we created America Yang mode, which separates computing story. And so for us that separation is not just about being able to take care of your take advantage of cloud economics as we do, or the economics of object storage. It's also about being able to truly isolate workloads and start to set the sort of platform to be able to do very autonomous things in the databases in the database could actually start self analysing without impacting many operational workloads, and so that continues with our partnership with pure storage. On premise, we just announced that we're supporting beyond Google Cloud now. In addition to Amazon, we supported on we've got a CFS now being supported by are you on mode. So we continue to ride on that mega trend as well. Just the clouds in general. Whether it's a public cloud, it's a private cloud on premise. Giving our customers the flexibility and choice to run wherever it makes sense for them is something that we are very committed to. From a flexibility standpoint. There's a lot of lock in products out there. There's a lot of cloud only products now more than ever. We're hearing our customers that they want that flexibility to be able to run anywhere. They want the ease of use and simplicity of native cloud experiences, which we're giving them as well. >>I want to stay in that architectural component for a minute. Talk about separating compute from storage is not just about economics. I mean apart Is that you, you know, green, really scale compute separate from storage as opposed to in chunks. It's more efficient, but you're saying there's other advantages to operational and workload. Specificity. Um, what is unique about vertical In this regard, however, many others separate compute from storage? What's different about vertical? >>Yeah, I think you know, there's a lot of differences about how we do it. It's one thing if you're a cloud native company, you do it and you have a shared catalog. That's key value store that all of your customers are using and are on the same one. Frankly, it's probably more of a security concern than anything. But it's another thing. When you give that capability to each customer on their own, they're fully protected. They're not sharing it with any other customers. And that's something that we hear a lot of insights from our customers. They want to be able to separate compute and storage. But they want to be able to do this in their own environment so that they know that in their data catalog there's no one else is. You share in that catalog, there's no single point of failure. So, um, that's one huge advantage that we have. And frankly, I think it just comes from being a company that's operating on premise and, uh, up in the cloud. I think another huge advantages for us is we don't know what object storage platform is gonna win, nor do we necessarily have. We designed the young vote so that it's an sdk. We started with us three, but it could be anything. It's DFS. That's three. Who knows what what object storage formats were going to be there and then finally, beyond just the object storage. We're really one of the only database companies that actually allows our customers to natively operate on data in very different formats, like parquet and or if you're familiar with those in the Hadoop community. So we not only embrace this kind of object storage disruption, but we really embrace the different data formats. And what that means is our customers that have data pipelines that you know, fully automated, putting this information in different places. They don't have to completely reload everything to take advantage of the Arctic analytics. We can go where the data is connected into it, and we offer them a lot of different ways to take advantage of those analytics. So there are a couple of unique differences with verdict, and again, I think are really advance. You know, in many ways, by not being a cloud native platform is that we're very good at operating in different environments with different formats that changing formats over time. And I don't think a lot of the other companies out there that I think many, particularly many of the SAS companies were scrambling. They even have challenges moving from saying Amazon environment to a Microsoft azure environment with their office because they've got so much unique Band Aid. Excuse me in the background. Just holding the system up that is native to any of those. >>Good. I'm gonna summarize. I'm hearing from you your Ferrari of databases that we've always known. Your your object store agnostic? Um, it's any. It's the cloud experience that you can bring on Prem to virtually any cloud. All the popular clouds hybrid. You know, aws, azure, now Google or on Prem and in a variety of different data formats. And that is, I think, you know, you need the combination of those I think is unique in the marketplace. Um, before we get into the news, I want to ask you about data silos and data silos. You mentioned H DFs where you and I met back in the early days of big data. You know, in some respects, you know, Hadoop help break down the silos with distributing the date and leave it in place, and in other respects, they created Data Lakes, which became silos. And so we have. Yet all these other sales people are trying to get to, Ah, digital transformation meeting, putting data at their core virtually obviously, and leave it in place. What's your thoughts on that in terms of data being a silo buster Buster, How does verdict of way there? >>Yeah, so And you're absolutely right, I think if even if you look at his due for all the new data that gets into the do. In many ways, it's created yet another large island of data that many organizations are struggling with because it's separate from their core traditional data warehouse. It's separate from some of the operational systems that they have, and so there might be a lot of data in there, but they're still struggling with How do I break it out of that large silo and or combine it again? I think some some of the things that verdict it doesn't part of the announcement just attend his migration tools to make it really easy. If you do want to move it from one platform to another inter vertical, but you don't have to move it, you can actually take advantage of a lot of the data where it resides with vertical, especially in the Hadoop brown with our external table storage with our building or compartment natively. So we're very pragmatic about how our customers go about this. Very few customers, Many of them tried it with Hadoop and realize that didn't work. But very few customers want a wholesale. Just say we're going to throw everything out. We're gonna get rid of our data warehouse. We're gonna hit the pause button and we're going to go from there. Just it's not possible to do that. So we've spent a lot of time investing in the product, really work with them to go where the data is and then seamlessly migrate. And when it makes sense to migrate, you mentioned the performance of America. Um, and you talked about it is the variety. It definitely is. And one other thing that we're really proud of this is that it actually is not a gas guzzler. Easy either One of the things that we're seeing, a lot of the other cloud databases pound for pound you get on the 10th the hardware vertical running up there. You get over 10 x performance. We're seeing that a lot, so it's Ah, it's not just about the performance, but it's about the efficiency as well. And I think that efficiency is really important when it comes to silos. Because there's there's just only so much horsepower out there. And it's easier for companies to play tricks and lots of servers environment when they start up for so many organizations and cloud and frankly, looking at the bills they're getting from these cloud workloads that are running. They really conscious of that. >>Yeah. The big, big energy companies love the gas guzzlers. A lot of a lot of cloud. Cute. But let's get into the news. Uh, 10 dot io you shared with your the audience in your keynote. One of the one of the highlights of data. What do we need to know? >>Yeah, so, you know, again doubling down on these mega trends, I'll start with Machine Learning and ai. We've done a lot of work to integrate so that you can take native PM ml models, bring them into vertical, run them massively parallel and help shape you know your data and prepare it. Do all the work that we know is required true machine learning. And for all the hype that there is around it, this is really you know, people want to do a lot of unsupervised machine learning, whether it's for healthcare fraud, detection, financial services. So we've doubled down on that. We now also support things like Tensorflow and, you know, as I mentioned, we're not going to come up with the best algorithms. Our job is really to ensure that those algorithms that people coming up with could be incorporated, that we can run them against massive data sets super efficiently. So that's that's number one number two on object storage. We continue to support Mawr object storage platforms for ya mode in the cloud we're expanding to Google G CPI, Google's cloud beyond just Amazon on premise or in the cloud. Now we're also supporting HD fs with beyond. Of course, we continue to have a great relationship with our partners, your storage on premise. Well, what we continue to invest in the eon mode, especially. I'm not gonna go through all the different things here, but it's not just sort of Hey, you support this and then you move on. There's so many different things that we learn about AP I calls and how to save our customers money and tricks on performance and things on the third areas. We definitely continue to build on that flexibility of deployment, which is related to young vote with. Some are described, but it's also about simplicity. It's also about some of the migration tools that we've announced to make it easy to go from one platform to another. We have a great road map on these abuse on security, on performance and scale. I mean, for us. Those are the things that we're working on every single release. We probably don't talk about them as much as we need to, but obviously they're critically important. And so we constantly look at every component in this product, you know, Version 10 is. It is a huge release for any product, especially an analytic database platform. And so there's We're just constantly revisiting you know, some of the code base and figuring out how we can do it in new and better ways. And that's a big part of 10 as well. >>I'm glad you brought up the machine Intelligence, the machine Learning and AI piece because we would agree that it is really one of the things we've noticed is that you know the new innovation cocktail. It's not being driven by Moore's law anymore. It's really a combination of you. You've collected all this data over the last 10 years through Hadoop and other data stores, object stores, etcetera. And now you're applying machine intelligence to that. And then you've got the cloud for scale. And of course, we talked about you bringing the cloud experience, whether it's on Prem or hybrid etcetera. The reason why I think this is important I wanted to get your take on this is because you do see a lot of emerging analytic databases. Cloud Native. Yes, they do suck up, you know, a lot of compute. Yeah, but they also had a lot of value. And I really wanted to understand how you guys play in that new trend, that sort of cloud database, high performance, bringing in machine learning and AI and ML tools and then driving, you know, turning data into insights and from what I'm hearing is you played directly in that and your differentiation is a lot of the things that we talk about including the ability to do that on from and in the cloud and across clouds. >>Yeah, I mean, I think that's a great point. We were a great cloud database. We run very well upon three major clouds, and you could argue some of the other plants as well in other parts of the world. Um, if you talk to our customers and we have hundreds of customers who are running vertical in the cloud, the experience is very good. I think it would always be better. We've invested a lot in taking advantage of the native cloud ecosystem, so that provisioning and managing vertical is seamless when you're in that environment will continue to do that. But vertical excuse me as a cloud platform is phenomenal. And, um, you know, there's a There's a lot of confusion out there, you know? I think there's a lot of marketing dollars spent that won't name many of the companies here. You know who they are, You know, the cloud Native Data Warehouse and it's true, you know their their software as a service. But if you talk to a lot of our customers, they're getting very good and very similar. experiences with Bernie comic. We stopped short of saying where software is a service because ultimately our customers have that control of flexibility there. They're putting verdict on whichever cloud they want to run it on, managing it. Stay tuned on that. I think you'll you'll hear from or more from us about, you know, that going going even further. But, um, you know, we do really well in the cloud, and I think he on so much of yang. And, you know, this has really been a sort of 2.5 years and never for us. But so much of eon is was designed around. The cloud was designed around Cloud Data Lakes s three, separation of compute and storage on. And if you look at the work that we're doing around container ization and a lot of these other elements, it just takes that to the next level. And, um, there's a lot of great work, so I think we're gonna get continue to get better at cloud. But I would argue that we're already and have been for some time very good at being a cloud analytic data platform. >>Well, since you open the door I got to ask you. So it's e. I hear you from a performance and architectural perspective, but you're also alluding two. I think something else. I don't know what you can share with us. You said stay tuned on that. But I think you're talking about Optionality, maybe different consumption models. That am I getting that right and you share >>your difficult in that right? And actually, I'm glad you wrote something. I think a huge part of Cloud is also has nothing to do with the technology. I think it's how you and seeing the product. Some companies want to rent the product and they want to rent it for a certain period of time. And so we allow our customers to do that. We have incredibly flexible models of how you provision and purchase our product, and I think that helps a lot. You know, I am opening the door Ah, a little bit. But look, we have customers that ask us that we're in offer them or, you know, we can offer them platforms, brawl in. We've had customers come to us and say please take over systems, um, and offer something as a distribution as I said, though I think one thing that we've been really good at is focusing on on what is our core and where we really offer offer value. But I can tell you that, um, we introduced something called the Verdict Advisor Tool this year. One of the things that the Advisor Tool does is it collects information from our customer environments on premise or the cloud, and we run through our own machine learning. We analyze the customer's environment and we make some recommendations automatically. And a lot of our customers have said to us, You know, it's funny. We've tried managed service, tried SAS off, and you guys blow them away in terms of your ability to help us, like automatically managed the verdict, environment and the system. Why don't you guys just take this product and converted into a SAS offering, so I won't go much further than that? But you can imagine that there's a lot of innovation and a lot of thoughts going into how we can do that. But there's no reason that we have to wait and do that today and being able to offer our customers on premise customers that same sort of experience from a managed capability is something that we spend a lot of time thinking about as well. So again, just back to the automation that ease of use, the going above and beyond. Its really excited to have an analytic platform because we can do so much automation off ourselves. And just like we're doing with Perfect Advisor Tool, we're leveraging our own Kool Aid or Champagne Dawn. However you want to say Teoh, in fact, tune up and solve, um, some optimization for our customers automatically, and I think you're going to see that continue. And I think that could work really well in a bunch of different wallets. >>Welcome. Just on a personal note, I've always enjoyed our conversations. I've learned a lot from you over the years. I'm bummed that we can't hang out in Boston, but hopefully soon, uh, this will blow over. I loved last summer when we got together. We had the verdict throwback. We had Stone Breaker, Palmer, Lynch and Mahoney. We did a great series, and that was a lot of fun. So it's really it's a pleasure. And thanks so much. Stay safe out there and, uh, we'll talk to you soon. >>Yeah, you too did stay safe. I really appreciate it up. Unity and, you know, this is what it's all about. It's Ah, it's a lot of fun. I know we're going to see each other in person soon, and it's the people in the community that really make this happen. So looking forward to that, but I really appreciate it. >>Alright. And thank you, everybody for watching. This is the Cube coverage of the verdict. Big data conference gone, virtual going digital. I'm Dave Volante. We'll be right back right after this short break. >>Yeah.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by the M wear and its ecosystem partners. >> Welcome back. I'm Stew Minuteman here with John Troyer. We're have three days, Walter Wall coverage here at VM World 2019 with lobbying Mosconi North and happy to welcome to the program. To my right is Tom Burns, who is the senior vice president general manager of networking and Solutions at Delhi Emcee and sitting to his right. Another Tom. We have Tom Gillis, who's the S V p and general manager of networking of Security inside VM wear. So I'm super excited. Go back to my roots of networking. Tom and Tom thanks so much for joining us. >> Thanks for having us. Thanks for All >> right. So, you know, Tom, you and I have talked for years now about you know, it was not just s t n, but you know, the changes in the environment. Of course, you know, networking and compute, you know, smashing together and where the role of software in this whole environment has changed. So, you know, let's start, you know, there's some news. Let's get that cover the hard news first. VM Where has the networking pieces? Dell has some software networking pieces also, and there's some more co mingling of those. So maybe walk us through that. >> Absolutely. I think the story this week is about the collaboration that's happening between Tom's team and my team in kind of innovating and disrupting in the traditional networking world. You know, Tom Sad NSX around micro segmentation network virtualization lot going on with analytics and capability to really see what's going on. The network from Cord Out EJ to cloud the acquisition of RV, which is outstanding. Other things that are going on in Vienna, where deli emcee disrupting around the segregation of hardware and software, giving customers that capability to run the nasty need for the connective ity they need, depending upon where the network is sitting. So this week we got two announcements. One is we've got worldwide shipment of the Delhi M CST Land solutions powered by being more great, you know better than none. Software combined with better than none. Hardware coming from del you see, on a global basis worldwide, you know, secure supply chain plus professional service worldwide is a parameter there, right? >> And Tom, maybe bring us in. You know, we'd watch Fellow Cloud before the acquisition esti weigh on. You know, there's a lot of solutions that fit in a couple of different markets. It's not a homogeneous market there. Maybe give us just kind of the camp point from Avella Clubs. Esty Esty. >> Wind is a white Hart market on because it has the classic combination a better, faster, cheaper. It delivers a better end user experience. It is so easy to deploy this and it saves money, NPLs, circuits and back hauling traffic those that was, ah, 19 nineties idea. It was a good idea back then, but it's time for a different approach. >> And just when I've talked to some customers and talk to them about their multi cloud environment, SD Wind, one of those enabling technologies that you know they will bring up to a mad allowed them to actually do that. >> It was it was the movement really >> office 3 65 and sass applications that drove the best human revolution and that back hauling all this traffic to headquarters and then going out to office for 65 when a user might be in, You know, Des Moines, that doesn't make any sense. And so so with us, the win we intelligently route the traffic where it needs to go delivers a better end user experience, and it saves a bunch of money. It's not hard to imagine that cheap broadband links are on order of magnitude lower than these dedicated mpls circuits. And the interesting math is that you could take two or three low cost links and deliver a better experience than with a single dedicated circuit. >> I'm kind of interested in the balance between hardware and software, right? The family trees of networking and compute kind of were different because if they had specialized needs in silicon, so where are we now? It's 2019. Where are we now? With with line speeds and X 86 then the hardware story. >> I think it'll let Tom join the discussion around speeds and feeds is not dead, but it should be dying to get a quick right. You know, it's around virtual network functions and everything really moving to the software layer. Sitting on top of commoditized X 86 based you know, hardware and the combination of these two factors help our customers a lot more with flexibility, agility, time to deploy, return on investment, all these types of things. But I mean, that's my view is a recurring theme you're gonna hear. Is that in networking? And think you're alluding to this You needed these dedicated kind of magical black boxes that had custom hardware in order to do some pretty basic processing. Whether it be switching, routing, advanced security, you had to run things like, you know, hardware. Regular expression, matching et cetera was about three years ago that Intel introduced a technology called D P D. K, which is an acceleration that allowed VM wear to deliver in software on a single CPU. You know, we could push traffic at line rates, and so so or, you know, faster than one rates. And so that was sort of like there wasn't the champagne didn't go off in the, you know, the bald in drop in Times Square. But it's a really important milestone because all of a sudden it doesn't make any sense to build these dedicated black boxes with custom hardware. Now, general purpose hardware, when you have a global supply chain and logistics partner like Dell, coupled with distributed software, can not only replace these network functions, but we can do things completely differently. And that's really you know, we're just beginning this journey because it's only recently that we've been able to do that. But I think you're gonna see a lot more that in the future. >> So we talked about SD win. Uh, there was a second announcement >> that goes back into the court. You know, the creation of a fabric inside of the data center is still a bit difficult. I mean, I've heard quotes saying It's something like 120 lines of cli, you know, per switch. So let's say 4 to 6 Leafs pitches, switches and two spine switches could take days to set up a fabric. What we've announced is the smart Fabric Director, which is a joint collaboration and development between Veum Wear and Delhi emcee that creates this capability to tightly integrate NSX envy Center into the deli emcee power switch, family of data center switches, really eliminating several cases and in fact, setting up that same fabric in less than two minutes. And we're really happy about not just the initial release. But Tom and I have a lot of plans for this particular product and in the road map for, you know, quarters and years to come about really simplifying again, the network automating it. And then, really, our version of intent based networking is the networking operating the way you configured it, you know, when you set it up and I think not just not just on day one, but two, you know and a N and you know you hit the nail on the head. Networking has changed, is no longer about speeds and feeds. It's about availability and simplicity. And so, you know, Del and GM, where I think are uniquely positions to deliver a level of automation where this stuff just works, right? I don't need to go and configure these magic boxes individually. I want to just right, you know, a line of code where my infrastructure is built into the C I. C. D pipeline. And then when I deploy workload, it just works. I don't need an army of people to go figure that out right, and and I think that's the power of what we're working together to unleash. >> So when something technology comes up like like SD win. Sometimes there's a lot of confusion in the marketplace. Vendors going out one size fits all. This will do everything Course. Where are we in the development of SD win and what is the solution? Who should be looking at taking a look at the solution now? >> SD win market, as I said, is growing depend on whose estimate you look at between 50 and 100% a year. And the reason is better, faster, cheaper. Right? So everyone has figured out, you know, like maybe it's timeto think differently about about architecture and save some money. Eso we just announced it on the PM or side, an important milestone. We have more than 13,000 network virtualization customers that includes our data center as well as yesterday, and we don't report them separately. But 13,000 is, you know, that's almost double where it was a year ago. So significant customer growth we also announced were deployed together with our partner from Del 130,000 branches around the world. So by many metrics, I think of'em, where is the number one vendor in this space to your point it is a crowded, noisy space. Everybody's throwing their hat in the Rangel. >> We do it too. >> But I think the thing that is driving the adoption and the sales of our product is that when you put this thing in, it fundamentally changes the experience for the end user. There's not a lot of networking products that do that. Like I meet customers like this thing is magic. You plug it in and all this and streaming just works, you know, like Google hangouts or Web X is like they just work and they worked seamlessly all the time that there's something there that I think it's still unique to the PM or product, and I think it's gonna continue to drive sales in the future. So I think the other strong differentiation when it comes to Del Technologies bm where in Delhi emcee combined is we have this vision around the cloud. You know, EJ core cloud and you know this hybrid multi cloud approach. And obviously SD Ram plays a critical part as one of the stepping stones as relates toe, you know, creating the environment for this multi cloud environment. So, you know, fantastic market opportunity huge growth. As Tom said, markets probably doubling in size each year. I don't know what the damn numbers are. I hate to quote, but you know, we really feel is, though now having this product in this capability inside a deli emcee, again combining our two assets, it could be the next VX rail. We're really good way. Believe the esteem and it's gonna be a gigantic market. And I think that what's interesting about our partnership is that we can reach different segments of the market in a V M, where we tend to focus on the very high end, large enterprise customers. Technically very sophisticated, delicate, rich customers we don't even know we don't even talk to, And a product is simple enough that it works in all segments. We win the very, very biggest, and we win these. You know, smaller accounts where the simplicity of a one quick deployment really really matters. >> Tom. One of the things that excited me a year ago at this show was the networking vision for a multi cloud world reminded to be of nice syrup. React. You know, when we look at networking today, most remote network admin a lot of the network they need to manage. They don't touch the gear. They don't know where it lives, but they're still responsible. Keep it up and running. And if something goes wrong, it's there. It is the update as to where we stand with that where your >> customers are asking the question, right? So our mantra is infrastructure is code, and so no one should ever have to log in with switch. No one should have to look into a Q. And you know, we should have to be like trying to move packets from here. They're just It's very, very difficult. I'm not really feasible. And so So as networking becomes software and those general purpose processors I talk about are giving us the ability to to think about not just a configuration of the network but the operation of the network in ways that were never before possible. So, for example, we announce that the show today with our monitoring product ve realise network in sight. We call it Bernie, not always such clever with the names that were really good at writing code, Vernon gives us the ability to measure application response time from the data center all the way out to the edge. So a single pane of glass we can show you. Oh, here's where it's broken whether it's in the network, whether it's in the server, whether it's the database, that's that's not responding. And we do this all without agents, right? So it's like when the infrastructure gets smart enough to be able to provide that inside, it changes the way the customer operates on. That translates into real savings and real adoption. And that's what's driving all of this momentum, right? That 7 500 to more than 13,000 customers, something has to be behind that. I think it's It's the simplicity of automation. >> CLI has come up a couple times here, and so that's kind of a dirty word. Maybe even these days, it kind of depends on who you're talking with, I think Veum Way. Rendell both spent a lot of time and effort educating the networking engineering market and also educating the kind of data center you know, the rest of the data center crew about, you know, about each other's worlds. Where again, where are we at now? It sounds like with director on with the innocent. The NSX whole stack? Yes. Uh, the role is changing of a network engineer. But again, where are we in that? In that evolution? >> I think you know, we're early on, but it's moving quite rapidly. I think the traditional network in engineer and networking admin is gonna need to evolve. You know more to this, Dev Ops. How do I bring applications? How do I manage the infrastructure? More like a platform. I mean, Tom and I truly believe that the difference between cute and network infrastructure is really going to start to dissolve over time. And why shouldn't it? I mean, based upon what's happening with the commoditization and speeds of the CPU versus the MP use coming from Mersin silicon, it's really beginning to blur. So I think, you >> know, we're in the early >> stages. I mean, certainly from a deli, see perspective. We still, at times, you know, have those discussions and challenges with traditional networking people. But let's face it, they have a tough job. When something's not working, the network administrator usually gets blamed, And so I think it's a journey, uh, and things such as the del Technology Cloud Open networking, NSX, and now SD when it will continue to drive that. And I think we're going to see a rapid change in networking over the next 12 18 to 24 months. I talked to a number of customers that has said, You know, this journey that Tom was talking about is this is a challenge because the skill set is different. My developers need to learn software, and so what? We're working with the M where is trying t o make that software easier and easier to use it actually approach like English language. So latest versions of NSX have these very simple, declarative AP eyes that you can say, Oh, server A talk to server be but not server see, Click Don Deploy. And now, in our partnership with L, we can take that Paulson push it right down into the metal, right down into the silicon. And so so. Simplification and automation are the name of the game, but it is definitely a fundamental change in the skill set necessary to do Networking. Networking is becoming more like software as opposed to, you know, speeds and feeds and packet sniffers and more the old traditional approaches. >> Tom, I don't want to give you the final word as to Ah, you know what people should be taken away from Dell in and Veum wear in the networking space. Well, >> I think across deli emcee and in being work, there's a great amount of collaboration, whether it's the Del Technology Cloud with of'em were really taking the leadership from from that perspective with this multi hybrid cloud. But in the area of networking, you know, Trudeau. Five years ago, when we announced the desegregation of hardware and software, I am in this to disrupt a networking business and to make networking very different tomorrow and in the future than it has been in the past for our customers around. He's deployment, automation and management, and I think that's a shared vision with Tom and his team and the rest of BM, where >> Tom Gillis, Tom Burns, thank you so much faster. Having eight, we'll be back with more coverage here from VM 2019 for John Troyer on stew. Minutemen as always. Thanks for watching the Cube

>> live from Washington D. C. It's the Cube covering a ws public sector summit by Amazon Web services. >> Hello, everyone. Welcome back to the cubes Live coverage of a ws Public Sector summit here in our nation's capital. I'm your host, Rebecca Knight. We're joined by Raghu Rahman. He is the director of Fin Row, the Financial Industry Regulatory Authority. Thank you so much for coming on the Cube >> fighter back. Good afternoon, but happy to be here. >> So we're angry. This is the 10th annual public sector. Somebody should have said so Tell us a little bit about Finn Ra and what you do. They're >> sure Fender itself is the financial industry Regulatory authority way our private sector, not for profit institutions. Our mission is investor protection on market integrity. Way our member funded on DH. We have a member driven board board of directors and we engage in ensuring that all the stock market operations in the U. S. Capital markets play with rules. So that's the essence of who we are. >> And all of those stakeholders have a vested interest in making sure their rivals are also playing bythe. So you're here giving a presentation on fraud detection, using machine learning and artificial intelligence. That's right. What was So what were you saying? >> So, Brenda, we have a very deliberate technology strategy on We constantly keep pace with technology in order to affect our business in the best possible way, way. Always are looking for a means to get more efficient and more effective and use our funding for the best possible business value so to that, and wear completely in the cloud for a lot off our market regulation operations. All the applications are in the clouds. We, in fact, we were one of the early adopters of the cloud. From that perspective, all of our big data operations were fully operational in the cloud by 2016 itself. That was itself a two year project that we started in 40 14 then from 2016 were being working with machine language on recently. Over the past six months or so, we've been working with neural networks. So this was an opportunity for us to share what? Where we have bean, where we're coming from, where we're going with the intent that whatever we do by way of principles can be adopted by any other enterprise. We're looking to share our journey on to encourage others to adopt technology. That's really what why we do this >> and I want to dig into the presentation a little bit. But can you just set the scene for our viewers about what kinds of how big a problem fraud is with these financial institutions and how much money is on the table here? >> Well, I don't want to get you to the actual dollar figures, because each dimension off it comes up with a different aspect to it. Waken say that in full in federal, we have a full caseload year after year, decade after decade that end up with multiple millions of dollars worth of fines just on the civil cases alone. And then there are, of course, multibillion dollar worth problems that we read in the media cases going as far back as Bernie Madoff. Case is going through the different banking systems so that our various kinds of fraud across the different financial sectors, of course, we're focused on the capital markets alone. We don't do anything with regard to banking or things of that nature, But even in our own case, we franchise composed of nearly 33 100 people on all of us, engaging the fulltime task of ensuring that markets are fair for the investors on for the other participants, it's a big deal. >> So in your in your presentation, you told the story of two of your colleagues who are facing different kinds of challenges to sort to make your story come alive. Tell our viewers a little bit about about their challenges. >> We spoke about Brad, who is an expert. He's an absolute wizard when it comes to market regulation, and he's being doing this for a long time on DH What I shared with the members of the audience earlier today. Wass He can probably look ATT market, even data on probably tell you what the broker had for breakfast. >> That >> scary good on. We also shared the story about Jamie, who is in the member supervision division offender, a wicked, smart and extensive experience. So these are the kind of dedicated people that we have a fender on guy took up to Rhea life use cases sort of questions that they face. So in the case of Brad, it is always a question of Hey, we're good. But how do we get better? What is the unknown unknown there? The volume of transactions in the market keeps going up. How do we then end up with a situation where we can do effective surveillance in the market on detect the behaviors that are not off interest that are not for doctor? That might be even. Don't write manipulated. How do we make sure that way? Got it all, so to speak? That's Brad's thing. >> That idea about these? No, these unknown nun note Because we know we have no no known unknowns with the unknown unknowns are even scarier. >> Exactly. They are, and we want to shed light on that for ourselves and make sure that the markets are really fair for everybody to operate him. That is where use of the latest technologies helps us get better and better at it. To reduce the number of unknown unknowns to shed light on the entirety of market activities on toe, perform effective surveillance. So that was a just off our conversation today. How we have gotten better in the past 45 years, how machine language machine learning based technologies have helped us how artificial intelligence that we started working with specifically, neural networks have started helping us even further. >> Okay, okay. And then Jamie had a problem, too. >> In Jimmy's case. Member supervision, if you will. The problem is off a different context and character. They're still volumes of data. We still receive more than 1,000,000 individual pieces of document every year that we work with. But in her case, the important aspect of it is that it is unstructured data. It makes sense to humans. It is in plain English, but the machines, it's really difficult. So over the past two years, way have created an entirely new text analytics platform on that helps us parts through hundreds of thousands of different documents. Those could come from e mails it to come from war documents, spreadsheets, evenhanded and documents. We can go through all of those extract meaningful information, automatically summarized them, even have measures off confidence that the machine will imprint upon it to say how confident I am. I that this is off relevance to you. It will imprint that. And then it represented Jamie for her toe. Use her judgment and expertise to make a final call. One thing that we are really conscious about is way. Don't let algorithms completely take everything through. We always have a human. So we think of a I as really assistive intelligence on. We bring that to a fact for our business, >> and I think that that's a really key there, too, for the for the employees is to know that this is this is this's taking away some of their more manual, more boring tests and actually freeing them up to do the more creative, analytical problem solving >> you hit you. I think you hit that nail right on the head. All the tedious work the machine bus on. Then it leaves humans to do like you said, Absolutely the creative, the inter toe on the final judgment call. I think that's a great system. >> How much to these solutions cost way >> generally are not pricing these things individually, however overall, one of the things that we did with the cloud was actually reduce our overall cost ofthe technology. So from that perspective, we don't look at Costas, the primary driver, although many times these things do end up costing less than the prior system that we would be in. However, the benefits that offer to our clientele, the benefit that it offers to our business, to the people that are investors in the stock market, that is tremendous, and that has a lot of value for us. >> So what is next for Finneran? I mean, this is This is a really moment for so many industries in terms of the the rise of cyber threats, the end and fraud being such a huge problem. Privacy thes air the financial services industry more than, I guess maybe is equal to healthcare. This's really sensitive stuff we're talking about here. What what are some of the things that you have on the horizon? What are some of the things that you're hearing from your members? >> So all of our members treat data security really, really special on really carefully on wear, very deliberate and very conscious about how we treat the data that is interested to us way have to obligations. One is to treat it securely. The other is to extract appropriate insights from it because that's the purpose of why we're being interested with the data. Wait, take both of those dimensions very seriously. Way have an entire infrastructure organization. It's composed off experts in the field way, headed by a chief information security officer with a large team that looks at multi layered security right from the application defending itself all the way to perimeter security. We go off that we have extensive identity and access management systems. We also have an extensive program to combat insider tracks. So this type of multi layer security is what helps us keep the data secure. >> And >> every day we do notice that there are additional track factors that get exposed. So we keep ourselves on the edge in terms ofthe working with all the vendors that we partner with in working with the latest technologies to protect our data as an example, all of our data in the cloud is completely encrypted with high encryption, and it is encrypted both at rest. I'm during flight so that even in the rare case that someone has access to something is gibberish. So that's the intent of the encryption himself. So that is the extent to which we take things very seriously. >> I want to ask you to, but the technology backlash that we're seeing so much and you're you live here so you really know about the climate that does that technology industries, air facing for so long. They were our national treasure and they still are considered it all in a lot of ways. The Amazons, the Googles, the facebooks of the world. But now we have a presidential candidates calling for the break up of big tech and and they And there's been a real souring on the part of the public of concerns about privacy. How What are your thoughts? What are you seeing? What are you hearing on the ground here in D. C? >> With specifically with regard to where we operate from Infanta? We've tried not to access or use any data. That is not for regulatory purpose. Wear Very careful about it. Way don't sprawl across and crawl across social media just on a general fishing expedition. We try not to do that. All of the data that we take in store on operate technology upon we are entitled to use it for by policy are my rules are my regulation for the specific purpose off our regulator activities. We take that very seriously. We try not to access data outside off what we have need for on. So we limit ourselves to the context and that, if you look at, is really what the public is trying to tell us, don't take our data and use it in ways that we did not really authorize you to do. So So the other thing is that franchise on our profit, not for not for profit institutions. We really have absolutely no interest beyond regulatory capability to use the data. We absolutely shut it down for any other use way are not so that way. We are very clear about what our mission is. Where we use our data, why we use it and stop. >> Great. Well, Raghu, thank you so much for coming on the Cube. It's been a pleasure talking to you. >> Thank you. Thank >> you. I'm Rebecca Knight. Please stay tuned for more of the cubes. Live coverage of the es W s public Sector summit here in Washington. D c. Stay tuned. >> Oh,

>> Announcer: Live from San Francisco, it's theCUBE. Covering Google Cloud Next '19. Brought to you by Google Cloud and its ecosystem partners. >> Hey welcome back everyone. It's theCUBE's live coverage here in San Francisco in Moscone South. We're on the ground floor here at Google Next, Google's Cloud conference. I'm chatting with Stu Miniman; Dave Vellante's also hosting. He's out there getting stories. Our next two guests: Dana Berg, Chief Operating Officer of SADA and Chris Lehman, Head of Engineering for SADA. Guys, welcome to theCUBE. Thanks for joining us. We're here on the ground floor. >> Thank you. >> Thank you. >> This is exciting. I feel like a movie star right here. >> It's game day here. All the tech athletes are out, Dave. If you look at the show, look at the demographics, hardcore developers, lot of IT, leaders also here, cloud architects, a lot of people trying to figure it out. We heard the keynote. Google is bringing a lot to the table. So what's new with you guys? You guys recently sold your Microsoft business, going all-in on Google. Talk about that relationship. >> We are. This is a brand new day for SADA. The energy around this place, where we are in the market, and where we are with the expanded attendance here has actually reaffirmed our business strategy to go all-in with Google. I don't know if you are aware but SADA has been around for almost 20 years. Historically have always been leaders in bringing people to the cloud even before there was really much of a cloud. We were a you know a pilot partner within Microsoft and Google and had a great thriving Microsoft business but an even bigger Google business and you know, we looked at the tea leaves, we looked at where we wanted to be, and aligned with a company that shared our mission and values and it was a clear choice. We chose Google. We made a very specific and deliberate act to sell off our Microsoft business so that we could take the horsepower of all of our engineering staff and apply them to Google. >> It's interesting you know, we've been around for 10 years doing theCUBE, go to a lot of events, I mean Dave Vellante, Stu, and I have been around for 30 years covering the IT, you guys 20 years. You guys have seen many ways of innovation come and go. Now you're going all in on Google. What is it about this wave right now that made that decision? What do you guys see? You're seeing something early here. Expand on that. Give us some color commentary because there's a wave here, right? A lot of people try. It's a combination of things. I mean, we saw the client-server thing. We saw that movement. Also the internet, we saw the web, mobile, now it's cloud. What's the big wave? What are you guys riding? >> I think there's a couple of things and I think it's unique to, philosophically, how we think of our real special relationship with Google. There is a momentum, right, and not to quote like a Bernie Sanders, but, seems like there's a revolution going on here, right, and, you know, I think, you know, what we see when we look around and we hear conversations and even with our customers, the way that we're all winning together is because we're winning the hearts and minds of the people inside of our customer base that are actually the ones responsible for inventing and the ones responsible for building, so when we're in board rooms and we're selling and along with Google, we're talking with developers, we're talking with designers, we're talking about people that are actually driving the vision for these business applications. We're not always talking to the CIO down like some of our other competitors seems to have only been able to sell that way. We're talking about the people responsible for not only constructing it but maintaining it. So that revolution is there. These folks are bubbling that up and they're seeing the real value inside of Google and what is that value from our point of view, and why did we make such a bold statement just to stick with Google is, and we saw Thomas today echo this, I think there's very few cloud providers that are bold enough to actually lead with the fact that we want our customers to have full choice whether you're using GCP or not. We want to build, architect, and manufacture a product offering that allows you to keep your stuff in your data centers, move your stuff to AWS. That power of choice is really not like what we've never heard anywhere else. >> And then on top of that, too, you got an application renaissance, right? A whole new way of coding, infrastructure that's programmable and going away, I mean if you think about what that does to the existing infrastructures, they can now mix and match and rearchitect everything from scratch and accelerate the app movement. >> Well, that's absolutely true, and a lot of that has to do with the fact that there are managed services in the cloud which makes it dramatically easier to build applications of course, so there's no question about that. Some of the offerings on GCP are particularly attractive for our clients, particularly the managed Kubernetes service. That's where we're seeing perhaps most of the interest that we're seeing, like that's a very common theme. Also the ML stack is an area that our customers are very interested in. >> Chris, can you bring us in some of those customer environments, you know, one of the things you hear, you know, most customers, it's, "I've got my application portfolio." Modernizing that is pretty challenging. There are some things that are kind of easy, some things that take a lot more work, but, you know, migration is one of those things that makes most people that have been in IT a while cringe because there's always the devil in the details and something goes wrong once you've got 95 percent done. What are you seeing, what's working, what's not working, how's the role of data changing, and all of that? >> I think migrations are usually more complex than they at first appear and so even with best intentions thinking that customers can just move their workloads seamlessly to the cloud have actually in practice been more challenging. So some of the areas that we find challenges are around data migration, especially in the context of zero downtime. That's always more difficult than with applications. So that's definitely an area that were we're spending a lot of time working with our customers to deliver. >> Just to add to that, I have to keep reminding myself of the name, but obviously the Anthos announcement today sounds incredibly intriguing as a lower barrier of effort to actually migrate. Our customers have been trying to really absorb and take a hold of Kubernetes and can it containerize methods for a long time. Some are having a harder time doing it than others. I think Anthos promises to make that endeavor much, much easier, and I think about as we leave here this week and we go back and we reeducate our own engineering teams as well as our customers, I think we might see some highly accelerated project timelines go from here down to here. >> And the demo that Jennifer Lynn did was pretty impressive. I mean, running inside of containers, whether it's VMs, and then having service patches on the horizon coming to the table is going to change the implementation delivery piece too in a massive way. I mean, you've got-- >> Oh, absolutely. >> Code, build, run on the cloud side, but this this kind of changes the equation on your end. Can you guys share the insight into that equation, because Google's clearly posturing to be partner friendly. You guys are a big partner now. You're going all-in. This is an interesting dynamic because you can focus on solving customers' problems. All this heavy lifting kind of goes away. Talk about the impact to you as a partner when you look at Anthem, Anthem migrate in particular, some of these migration challenges with containers and Kubernetes seems like it's a perfect storm right now to kind of jump in and do more, faster. >> Yeah. >> Well, it's certainly very interesting. Well, we'll want to take a really hard look at it. I mean, a very, very cool announcement. Moving to containers in the source prior to the migration obviously solves a lot of challenges so for that reason, it's definitely a move forward. >> And I think... You know, we always talk about, in this industry, the acceleration for consumption, but really that's a poor way of saying... Probably what we should be saying is an acceleration of value. So we're constantly in this battle to try and deliver value to our customers faster. That's what our customers want, right, and in essence we see Anthos as being potentially a big game-changer there so that, you know, our CIOs that we're talking with can show to their various stakeholders that they are making very good proactive moves into the cloud at lower-caught barriers of entry, right? >> Yeah. So, you brought up the the ML piece of Google. Wondering if you could help share a little bit on that. When I think back two years ago, you know, data was really at the core of what a lot of what Google was talking about. I was actually surprised not to hear a lot of it on the main stage this morning, but you know, AI, ML, what are you doing, what are your customers doing, does Google have leadership in the space? >> Google certainly has leadership in the space. Our customers, I think, relatively universally, think that their ML stack is the strongest among the competitors, but I think in practice what we're finding is there's a lot more urgency as far as just literal data migrations off of their data centers into the cloud, and I foresee a lot more AI and ML work as more move in. >> John: Yeah. >> So you might, in our booth here, not to give a plug, but we've got a booth down at the end with a full-fledged racing car, just to talk about the art of the possible with AI and ML. Our engineering teams in the race teams that we sponsor, they're there, the driver's there, you should go down and talk to 'em. We've taken all the race telemetry data for the last six months and all of his races and practices, we've aggregated that data all into GCP, run AI and ML algorithms on it to provide his racing team some very predictive ways that he can get better and that team can get better, and so I'd invite just anybody that wants to go there and take a look at, even if you're in banking, or if you're in retail, or if you're in health care, take a look at some of how that was done, because it's a very, very powerful way, to answer your question, head and shoulders down why Google is actually accelerating and exceeding in AI. >> And one of the things that Thomas Kurian showed onstage was the recent Hack-a-Thon they had with the college students with the NCAA data of the game that just finished, and throughout that experience, this is a core theme of GCP, and now Anthos, which is getting data in and using it easily, and scaling at a scale level that seems unprecedented. So this team seems to be the application... The new differentiator. >> I think it is. I think that announcement, obviously the big three takeaways for us, certainly, scale, unmatched. Certainly speed and migration with Anthos. If I could highlight one other, I was incredibly pleased with, well I've been pleased since Thomas' arrival in general by bringing an enterprise class strategy within sight of Google that I think are going to respond well to our enterprise customers, and part of enterprise class is also making sure that their partner community has amazing enhancement programs that really incentivize those partners that are actually in the full managed services space from cradle to grave, lifetime customer value. So we're very excited about even further announcements this week that no doubt have been inspired by Thomas to try and really take advantage of their partner community that are in the business of cradle to grave support of customers. >> You feel comfortable with Thomas. He's taught a lot of customers, he knows the enterprise. >> We've had an opportunity to meet with him. We've had some shared customers that have had a great privilege of getting to know him and support us and collectively them. >> John: He knows the partner equation pretty well, and the enterprise. >> Without a doubt. >> It's about partnering, because there's a monetization, the shared go to markets together. Talk about the importance of that and what's it like to be a partner. >> Yeah, without a doubt, again, you know, his embrace of the open-source community that you saw today, really taking advantage of highlighting partner value is wonderful, but I think Thomas, above anything else, knows that Google needs to scale. They need to scale, and then they have to have breadth and they have to have depth, and, you know, to get to where Google needs to be over the course of the next two, three years, it's wonderful, it's refreshing, it's 100% accurate that Google knows and Thomas knows that the path to do that is via partners; partners that share in Google's vision, that are 100% aligned to the same things that Google is aligned with, and I think that's why I'm so thankful to be at SADA, large in part, because all of the things that we care about in terms of our customer success as well as Google's success, we all share that, so it's a great trifecta. >> It's a ground-floor opportunity. Congratulations. Guys, talk about your business. What's going on? You've got some new offices I heard you opened up. What's going on in the state of the business? Obviously the Google focus you're excited about obviously. >> Yeah, yeah, yeah. >> There, at the beginning, I called Google the dark horse. I think with the tech that they have and the renewed focus on the enterprise, building on what Diane Greene had put foundationally, Thomas is meeting with hundreds of customers. He's so busy he doesn't have time to come on theCUBE, but he'll come on soon, but he's focused. This is now a great opportunity. Talk about your business. What's the state of the union there? Give an update. >> I can take that one if you don't mind. >> Go ahead. >> You can add poetic color if you want. (laughing) Yeah, so as I said, we're entering a new journey for SADA in light of renewed focus, renewed conviction to Google. We are investing more than we ever have into the common belief that Google is the one to beat in terms of momentum, drive, and ultimately winning the hearts and the minds of who we've talked about. So, over the last four months, we've opened five new offices in New York, Austin, Chicago, Denver. Our headquarters is in Los Angeles, and just recently, we just opened a brand new office in Toronto, so we can really help our Canadian customers really see the the same type of white-glove treatment we provide those customers in the States and so that's why, well, I wasn't earlier, but I'm walking around with a Canadian flag. We're very excited about the presence that we're going to have in Canada >> Its "Toronno." I always blow and I call it "Toron-to," being the American that I am. It's "Toronno." >> Dana: Glad you said it right. Good. >> Now, on the engineering side, so you guys are on the front lines as also a sales, development, there's also customer relationship, engineering side, so I'm sure you guys are hiring. There's some hard problems to solve out there. Can you guys share some color commentary on the type of solutions you guys are doing? What's the heavy? What solutions are you solving, problems that you're solving for customers, what are the key things that you got going on? >> Yeah. >> Well, a lot of cloud migrations, a lot of web and application development, custom development, and data pipelines. I'd say those are really the three key focus areas that we're working on at the moment. >> One other thing, too: so... we believe that we want 100% customer retention, always, and that goes above and beyond an implementation. So the other big area of investments that we're making is in a whole revamped technical account management team, so for those of our GCP customers that have had the privilege, we've had the privilege of working with and for, we are building out a team of individuals that will, well beyond the project, stay with that customer, work with them weekly, monthly, quarterly, and try to always find ways to expand and move workloads into the cloud. We think that provides stickiness. We think that provides ultimate value to try and help our customers identify where else they can take full advantage of the cloud, and it's a fairly new program, and large in part I just want to thank Thomas and the partner team for new programs that are coming out to help us so that we can actually reinvest in things that go you know throughout the lifecycle of the customer. So, very, very good stuff. >> Dana, Chris, thanks for coming on. Appreciate it. We'll check out your booth, the car's there, with the data. Bring that data exhaust to the table, pun intended. >> Yes. >> Analyzing with Google Cloud, Anthos. Good commentary. Thanks for sharing. >> Really appreciate being on board. Thanks for having us. >> Alright, great. CUBE coverage here live on the floor in San Francisco. Google Next 2019. This is Google's cloud conference. Customers are here. A lot of developers. More action, live on the day one of three days of coverage after this short break. Stay with us. (theCUBE Theme)

>> Narrator: Live from Nice, France. Its the Cube, covering .Next Conference 2017, Europe. Brought to you by Nutanix. >> Welcome back, I'm Stu Miniman and you're watching, Silicon Angle Medias production of the Cube. World Wide leader in live tech coverage. Happy to welcome to the program, first time guest, Anja Manuel, who's a Co-founder and partner at, Rice Hadley Gates. Thank you so much for joining us. >> Anja: Thank you for having me, Stu. >> So, I've attended all five of the Nutanix conferences. And definitely, when we get a speaker at the Key Note from R.H.G. is one of the highlights. So, Condoleezza Rice, everybody's like, how does Nutanix get Condie Rice to come in? Robert Gates, we've actually had the pleasure of having him on the Cube. We've had Stephen Hadley on in D.C. also. And a little bit different conversation than some of the, kind of, in the weeds technical discussion. So, Anja for our audience that's not familiar, give us a little bit about your background, what you led you in to be one of the founders. >> Absolutely. Well, I've done a bit of everything. I've been an investment banker, a lawyer doing international cases. I have worked at the State Department for Condie Rice, mostly on Asia issues. And, then at the very end of 2008, Condie, Steve and I founded this firm. And we feel very lucky to be working with each other and some of the great, young and already, some already large, some fast growing tech companies in the Valley. And helping them expand around the world. And it's been a particular pleasure to work with Dheeraj and his team at Nutanix. When we started with them, they were a couple hundred people. And now look around, you've got 2,000 people at this conference. So, we're very proud of them. >> Yeah, absolutely. Great growth for Nutanix, their eco-system's blossoming. One of the jokes I always have here on the Cube is, when I talk to any end user customers, its like, well your industry's not changing that much, right? And of course, it doesn't matter what industry you're in. Digital disruption is more than just what it's affecting. Globalization is just a fact of life. It brings, especially for a lot our audiences, USA based, we reach a global audience. But when we come to some of these international events, it really puts a point on some of the things going on globally. What're you talking to, when you speak to the CIOs and you're talking to Nutanix customers and partners, what are some of the big challenges? What are the things that they need to be looking at? >> Sure, globalization is happening and of course, it's more pronounced in tech. This is the first industry that really shows no sectoral boundaries. The big platform companies can basically go into any industry sector and no geographic boundaries. It's very easy to expand internationally. So, what I'm going to be talking about today on the main stage is just globalization and its backlash. As you know we've seen, after decades of evermore, open boarders, increase trade, easier immigration, and the last year or two, you've seen really the West in sort of, what I would call a defensive crouch. And there are real reasons for it in the US where you and I both live. If you are a white male, who has a high school education or less, you live on average, 10 years less than all of the very highly educated people in this room. And there is a real issue of people being left behind. And you can see that impact politically. You see it in the US, with Trump, and I would also argue on the left with Bernie Sanders. You see it with Brexit. You see it in the impact that Marine Le Pen and Aten a Tiva for Deutschland and others have had on European politics. And I would say that impact is strong, even though those right wing parties in Europe didn't win, they're setting the agenda much more than you would've seen 10 years ago. So it's something for the tech companies to consider as they keep expanding. >> Yeah, it's a trade. On the one hand, you said that there's no boundaries for tech, but one of the things a lot of the tech community, we look at, is some of those fragments that are happening. So, like, the internet. Is the internet a global internet or does China have their own internet? Will Germany just create their own internet? And how much is governance, and having data something we look and Nutanix looks at a lot, require that you have it within those boarders, and the boundaries between government and corporations now? There's certain countries where governments are heavily involved and certain ones where it almost feels that they're fighting. In the US, it's, is the government actually helping business or stopping business? >> That's right. >> Is something that we ask a lot. So I'm curious, your thoughts. >> Well, right now, we still have one global interoperable internet and that has been a huge boon to economies all around the world. Not just the American one. And it's this little known organization called ICANN, which was started in the 1990s. It has a convoluted thing called the multi stake holder model, where they say, we're going to get people, the technologists who are working on this and GOs and governments and everyone talking about how do we actually manage this thing and make sure that it stays interoperable and global. And I'm quite happy that that system of internet governance still stands and that it hasn't been taken over by individual governments or by the United Nations. You talked about data localization. It's a real issue. We see this with a lot of the tech companies that we work with out in California. More and more. You see the Russians doing it. You see the Chinese doing it. And I worry that if that trend really continues, you will have less interaction, for example, between Chinese and Americans, which is something we so dramatically need, now that our governments seem to be more and more at odds with each other. It's more important than ever that the companies and the people are talking to each other. >> Yeah, I actually, we interviewed the former president of ICANN, Fadi Chehade, a couple of years ago and he was raising red flags as to concern about would the US step back. Cause really, it put that in place, and had a very strong connection there. So would the US, kind of, advocate from some of this or how would that be involved? So you're happy with the way ICANN's going and kind of the global discussion? >> I was very happy to see that the United States allowed it to be privatized. Which is something that'd been planned for a long time. So we're quite happy that it happened the way it did. And that even the new Trump administration didn't stop that from going through, yeah. >> All right, you've written a lot about India, some of the others. How do companies, even in the global market place? Do they have to specialize in what they're doing? Certain regionalizations, that they need to do or how do they, global company, interact in some of the more emerging markets? >> Yeah, they do have to specialize. And I think sometimes, in Silicon Valley, we're so confident in our own abilities that sometimes we think, well if it's invented here, naturally the world will love it. That worked for Facebook. It worked for Google. It doesn't necessarily work for every technology company. And so, yes, of course you have to tailor it to the local market. And there are some innovations coming out of China and India that are, frankly, really impressive and we should adopt some of them. And China, the web payments infrastructure is much more advanced than what you see in the US. Lots of people do everything through their WeChat account. They pay, they interact, they talk. It's not just texting. It's a whole echo system in a way that we haven't really seen as much in the US and Europe. So we can learn from them as well. >> Yeah so another interesting topic is, Silicon Valley prides itself on being the center of innovation. What're you seeing globally, are there certain areas or pockets? Can there be other Silicon Valleys for different technologies or is Silicon Valley going to be the Silicon Valley for all of these waves? >> Well, we are the biggest Silicon Valley. And it is a very unique eco-system. I'm lucky enough to teach at Stanford and to work with some of these tech companies. The idea that a university and a venture capital eco-system and entrepreneurs all work together in something that isn't directed by the state is very very important. And you do see these springing up everywhere. You have it in Bangalore. You have it in Boston, where you're from. You have it outside of London. You're seeing a little bit in Berlin happening. You're seeing it in China in a much bigger way than I think people appreciate. I'll give you one story. I was at the Chinese World Internet Forums, sort of their vision of the world internet, a year and a half ago. And I get back to my hotel at midnight, ready to just go to bed, and there are a thousand people in the lobby. All with their phones out. And I'm wondering, who's coming? Is it Xi Xin Ping? Is it some rock star? In walks Jack Ma and the CEO of Xiaomi phones. And a huge shout goes up as if it's the Beatles. So if you're a young millennial Chinese person, you want to be Jack Ma. So innovation fever has captured them as well. >> Yeah, what about companies being global versus being based in a country? What advice do you give to how they balance that headquarters versus being a global company? >> Yeah, this is one of the ironies and all the protectionist talk you see from governments because I think the cat is out of the bag. So to speak. Every company we work with, even the very young ones, they're global from the very beginning. Even if you think your headquarters are in New York or in California, you're supply chain most likely, incorporates 10 different countries. Your customers are somewhere else. Maybe you don't advertise it because you try to be an all American company or all European company, but there's actually no such thing as a domestic company anymore. >> I want to give you the final word. Nutanix, you give some advice. I'm sure there's things we can't talk about. But how are they doing as being a global company? What are some of the things a company like Nutanix that they'll face as they expand globally? >> Yeah, Nutanix is very impressive. First of all, if you look at Dheeraj and Sudheesh and their senior management team, what I love about working with them, is that they are good technically, they're great at the people to people skills and they are instantly global just like we just talked about. If you look at their management team, they're from all over the world. And they very quickly got people out into all the different regions. I think they try to be sensitive to how their product would be used in different places around the world. So I'm quite optimistic about what they're going to be able to achieve. >> Okay, I do have one last question for you. I was just thinking about that globalization. One of the concerns we have these days is getting enough women in tech and with your global viewpoint, just women in the workforce is still something that we're challenged with in many parts of the globe. What's your take? >> Yeah, strangely, women in the workforce are doing better in China, for example, than in the US, Europe, India, other places. I love living and working in Silicon Valley. We really have a problem. And we need to do more. And it's on the stem side. It's on the investor side. You've seen all of the news coming out about how it's so much harder for a woman entrepreneurs to get funded. There's no reason. There's actually a recent study done saying that women who get funded, their companies do, on average, far better than companies founded by men. So clearly there's some problem going on here and I'm happy that Silicon Valley's finally paying attention. >> Well Anju Manuel, really appreciate you joining us for this segment. I'm Stu Miniman and we will be back with more coverage here from Nutanix .Next in Nice, France. You're watching the Cube.