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

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

(upbeat music) >> From the CUBE studios in Palo Alto, in Boston, connecting with thought leaders all around the world. This is a CUBE conversation. >> Hi everyone, this is Dave Vellante from the CUBE. And we're getting ready for the Snowflake Data cloud summit four geographies, eight tracks more than 40 sessions for this global event. Starts on November 17th, where we're tracking the rise of the Data cloud. You're going to hear a lot about that, now, by now, you know, the story of Snowflake or you know, what maybe you don't but a new type of cloud native database was introduced in the middle part of last decade. And a new set of analytics workloads has emerged that is powering a transformation within organizations. And it's doing this by putting data at the core of businesses and organizations. You know, for years we marched to the cadence of Moore's law. That was the innovation engine of our industry, but now that's changed it's data plus machine intelligence plus cloud. That's the new innovation cocktail for the technology industry and industries overall. And at the Data cloud summit we'll hear from Snowflake executives, founders, technologists, customers, and ecosystems partners. And of course, you going to hear from interviews on the CUBE. So, let's dig in a little bit more and help me are two Snowflake experts. Felipe Hoffa is a data cloud advocate and Kent Graziano is a chief technical evangelist post at Snowflake. Gents, great to see you. Thanks for coming on. >> Yeah, thanks for having us on, this is great. >> Thank you. >> So guys first, I got to congratulate you on getting to this point. You've achieved beyond escape velocity and obviously one of the most important IPOs of the year, but you got a lot of work to do. I know that what, what are the substantive aspects behind the Data cloud? >> I mean, it's a new concept right? We've been talking about infrastructure clouds and SaaS applications living in application clouds and Data cloud is the ability to really share all that data that we've been collected. You know, we've spent what how many a decade or more with big data now but have we been able to use it effectively? And that's really where the Data cloud is coming in and Snowflake and making that a more seamless, friendly, easy experience to get access to the data. I've been in data warehousing for nearly 30 years now. And our dream has always been to be able to augment an organization's analytics with data from outside their organization. And that's just been a massive pain in the neck with having to move files around and replicate the data and maybe losing track of where it came from or where it went. And the Data cloud is really giving our customers the ability to do that in a much more governed way, a much more seamless way and really make it push button to give anyone access to the data they need and have the performance to do the analytics in near real time. It's total game changer is as you already know and just it's crazy what we're able to do today compared it to what we could do when I started out in my career. >> Well, I'm going to come back to that 'cause I want to tap your historical perspective, but Felipe let me ask you, So, why did you join Snowflake? You're you're the newbie here? What attracted you? >> Exactly? I'm the newbie, I used to work at Google until August. I was there for 10 years. I was a developer advocate there also for data you might have heard about the BigQuery. I was doing a lot of that. And then as time went by Snowflake started showing up more and more in my feeds within my customers in my community. And it came the time, well, I felt that like, you know, when wherever you're working, once in a while you think I should leave this place I should try something new, I should move my career forward. While at Google, I thought that so many times, as anyone would do, and it was only when Snowflake showed up, like where Snowflake is going now, why Snowflake is being received by all the customers that I saw this opportunity. And I decided that moving to Snowflake would be a step forward for me. And so far I'm pretty happy, like the timing has been incredible, but more than the timing and everything, it's really, really a great place for data. What I love first is data, sharing data, analyzing data and how Snowflake is doing it's for me to mean phenomenal. >> So, Kent, I want to come back to you and I say tap maybe your historical perspective here. And you said it's always been a dream that you could do these other things bringing in external data. I would say this, that I don't want to push a little bit on this because I have often said that the EDW marketplace really never lived up to its promises of 360 degree views of the customer real time or near real time analytics. And, and it really has been as you kind of described are a real challenge for a lot of organizations. When Hadoop came in we got excited that it was going to actually finally live up to that vision and, and duped it a lot and don't get me wrong, I mean, the whole concept of bring that compute to data and lowering the cost and so forth. But it certainly didn't minimize complexity. And, and it seems like, feels like Snowflake is on the cusp of actually delivering on that promise that we've been talking about for 30 years. I wonder, if you could share your perspective is it, are we going to get there this time? >> Yeah. And as far as I can tell working with all of our customers some of them are there. I mean, they thought through those struggles that you were talking about that I saw throughout my career and now with getting on Snowflake they're delivering customer 360 they're integrating weblogs and IOT data with structured data from their ERP systems or CRM systems, their supply chain systems. And it really is coming to fruition. I mean, the industry leaders, you know, Bill Inman and Claudia Imhoff, they've had this vision the whole time but the technology just wasn't able to support it. And the cloud, as we said about the internet, changed everything. And then Ben wine teary, and they're in their vision and building the system, taking the best concepts from the Hadoop world and the data Lake world and the enterprise data warehouse world and putting it all together into this, this architecture that's now Snowflake and the Data cloud solve it. I mean, it's the classic benefit of hindsight is 2020 after years in the industry, they'd seen these problems and said like, how can we solve them? Does the Cloud let us solve these problems? And the answer was yes, but it did require writing everything from scratch and starting over with, because the architecture of the Cloud just allows you to do things that you just couldn't do before. >> Yeah. I'm glad you brought up you know, some of the originators of the data warehouse because it really wasn't their fault. They were trying to solve a problem. It was the marketers that took it and really kind of made promises that they couldn't keep. But, the reality is when you talk to customers in the so old EDW days and this is the other thing I want to tap you guys' brains on. It was very challenging. I mean, one customer one time referred to it as a snake, swallowing a basketball. And what he meant by that is every time there's a change Sarbanes Oxley comes and we have to ingest all this new data. It's like, Oh, it's to say everything slows down to a grinding halt. Every time Intel came out with a new microprocessor, they would go out and grab a new server as fast as they possibly could. He called it chasing the chips and it was this endless cycle of pain. And so, you know, the originators of the data whereas they didn't have the compute power they didn't have the Cloud. And so, and of course they didn't have the 30, 40 years of pain to draw upon. But I wonder if you could, could maybe talk a little bit about the kinds of things that can be done now that we haven't been able to do here to form. >> Well, yeah. I remember early on having a conversation with Bill about this idea of near real time data warehousing and saying, is this real, is this something really people need? And at the time he was a couple of decades ago, he said now to them they just want to load their data sooner than once a month. That was the goal. And that was going to be near real time for them. And, but now I'm seeing it with our customers. It's like, now we can do it, you know, with things like the Kafka technology and snow pipe in Snowflake that people are able to get that refresh way faster and have near real time analytics access to that data in a much more timely manner. And so it really is coming true. And the, the compute power that's there, as you said, we've now got this compute power in the Cloud that we never dreamed of. I mean, you would think of only certain, very large, massive global companies or governments could afford super computers. And that's what it would have taken. And now we've got nearly the power of a super computer in our mobile device that we all carry around with us. So being able to harness all that now in the Cloud is really opening up opportunities to do things with data and access data in a way that, again really, we just kind of dreamed of before as like we can democratize data when we get to this point. And I think that's where we are. We're at that inflection point where now it's possible to do it. So the challenge on organizations is going to be how do we do it effectively? How do we do it with agility? And how do we do it in a governed manner? You mentioned Sarbanes Oxley, GDPR, CCPA, all of those are out there. And so we have all of that as well. And so that's where we're going to get into it, right into the governance and being able to do that in a very quick, flexible, extensible manner and Snowflakes really letting people do it now. >> Well, yeah. And you know, again, we've been talking about Hadoop and I, again, for all my fond thoughts of that era, and it's not like Hadoop is gone but it was a lot of excitement around it, but governance was a huge problem. And it was kind of a bolt on. Now, Felipe I going to ask you, like, when you think about a company like Google, your former employer, you know, data is at the core of their business. And so many companies the data is not at the core of their business. Something else is, it's a process or a manufacturing facility or whatever it is. And the data is sort of on the outskirts. You know, we often talk about in, in stove pipes. And so we're now seeing organizations really put data at the core of their, it becomes central to their DNA. I'm curious as to your thoughts on that. And also, if you've got a lot of experience with developers, is there a developer angle here in this new data world? >> For sure, I mean, I love seeing everything like throughout my career at Google and my two months here and talking to so many companies, you never thought before like these are database companies but they are the ones that keep rowing. The ones that keep moving to the next stage of their development is because they are focusing on data. They are adapting the processes, they are learning from it. Me, I focus a lot on developers. So, I met when I started this career as an advocate of first, I was a software engineer and my work so far, has we worked, I really loved talking to the engineers on the other companies. Like, maybe I'm not the one solving the business problem, but at the end of the day, when these companies have a business problem that they want to grow, they want to have data. There are other engineers that are scientists like me that want to work for the company and bring the best technology to solve the problems. And Yeah, there's so much where data can help, yes, as we evolved the system for the company, and also for us, for understanding the systems things like of survivability, and recently there was a big company a big launch on survivability (indistinct) whether they are running all of their data warehousing needs. And all of that needs on snowflake, just because running these massive systems and being able to see how they're working generates a lot of data. And then how do you manage it? How do you analyze it? Or Snowflake is really there to help cover the two areas. >> It's interesting my business partner, John farrier cohost of the CUBE, he said, gosh I would say middle of the last decade, maybe even around the time 2013, when Snowflake was just coming out, he said, he predicted the data would be the new development kit. And it's really at the center of a lot of the data life cycle the what I call the data pipelines. I know people use that term differently but I'm very excited about the Data cloud summit and what we're going to learn there. And I get to interview a lot of really cool people. So, I appreciate you guys coming up, but, Kent who should attend the Data cloud summit, I mean, what should they expect to learn? >> Well, as you said earlier, Dave, there's so many tracks and there's really kind of something for everyone. So, we've got a track on unlocking the value of the Data cloud, which is really going to speak to the business leaders, you know, as to what that vision is, what can we do from an organizational perspective with the Data cloud to get that value from the data to move our businesses forward. But we've also done for the technicians migrating to snowflake. Sessions on how to do the migration, modernizing your data Lake, data science, how to do analytics with the, and data science in Snowflake and in the Data cloud, and even down to building apps. So the developers and building data products. So, you know, we've got stuff for developers, we've got stuff for data scientists. We've got stuff for the data architects like myself and the data engineers on how to build all of this out. And then there's going to be some industry solution spotlights as well. So we can talk about different verticals folks in FinTech and healthcare, there's going to be stuff for them. And then for our data superheroes we have a hallway track where we're going to get talks from the folks that are in our data superheroes which is really our community advocacy program. So these are folks who are out there in the trenches using Snowflake delivering value at their organizations. And they're going to talk down and dirty. How did they make this stuff happen? So it's going to be to some hope, really something for everyone, fireside chats with our executives. Of course something I'm really looking forward to myself. So was fun to hear from Frank and Christian and Benoit about what's the next big thing, what are we doing now? Where are we going with all of this? And then there is going to be a some awards we'll be giving out our data driver awards for our most innovative customers. So this is going to be a lot, a lot for everybody to consume and enjoy and learn about this, this new space of, of the Data cloud. >> Well, thank you for that Kent. And I'll second that, at least there's going to be a lot for everybody. If you're an existing Snowflake customer there's going to be plenty of two or one content, we can get in to the how to use and the best practice, if you're really not that familiar with Snowflake, or you're not a customer, there's a lot of one-on-one content going on. So, Felipe, I'd love to hear from you what people can expect at the Data cloud summit. >> Totally, so I would like to plus one to everyone that can say we have a phenomenal schedule that they, the executive will be there. I really wanted to especially highlight the session I'm preparing with Trevor Noah. I'm sure you might have heard of him. And we are having him at the Data cloud summit and we are going to have a session. We are going to talk about data. We are preparing a session. That's all about how people that love data that people that want to make that actionable. How can they bring storytelling and make it more, have more impact as he has well learn to do through his life? >> That's awesome, So, we have Trevor Noah, we're not just going to totally geek out here. we're going to have some great entertainment as well. So, I want you to go to snowflake.com and click on Data cloud summit 2020 there's four geos. It starts on November 17th and then runs through the week and in the following week in Japan. So, so check that out. We'll see you there. This is Dave Vellante for the CUBE. Thanks for watching. (upbeat music)

>> (Instructor)From the cube studios in Palo Alto, in Boston, connecting with thought leaders all around the world. This is a cube conversation. >> Hi everyone. This is Dave Volante, the cube, and we're getting ready for the snowflake data cloud summit four geographies eight tracks, more than 40 sessions for this global event starts on November 17th, where we're tracking the rise of the data cloud. You're going to hear a lot about that now by now, you know the story of Snowflake or you know, what maybe you don't, but a new type of cloud native database was introduced in the middle part of last decade. And a new set of analytics workloads has emerged that is powering a transformation within organizations. And it's doing this by putting data at the core of businesses and organizations. You know for years, we marched to the cadence of Moore's law. That was the innovation engine of our industry, but now that's changed it's data plus machine intelligence plus cloud. That's the new innovation cocktail for the technology industry and industries overall. And at the data cloud summit, we'll hear from snowflake executives, founders, technologists, customers, and ecosystems partners. And of course, you're going to hear from interviews on the cube. So let's dig in a little bit more and to help me, are two snowflake experts, Filipe Hoffa is a data cloud advocate and Kent Graziano is a chief technical evangelists post at Snowflake. Gents great to see you. Thanks for coming on. >> Yeah thanks for having us on this is great. >> Thank you. >> So guys, first, I got to congratulate you on getting to this point. You've achieved beyond escape velocity, and obviously one of the most important IPOs of the year, but you got a lot of work to do I know that Filipe, let me start with you data cloud. What's a data cloud and what are we going to learn about it at the data cloud summit? >> Oh, that's an excellent question. And let me tell you a little bit about our story here. And I really, really, really admire what Kent has done. I joined the snowflake like less than two months ago, and for me it's been a huge learning experience. And I look up to Kent a lot on how we deliver the message and how do we deliver all of that. So I would love to hear his answer first. >> Okay, that's cool. Okay Kent later on. So talk of data cloud, that's a catchy phrase, right? But it vectors into at least two of the components of my innovation, innovation cocktail. What, what are the substantive substantive aspects behind the data cloud? >> I mean, it's a, it's a new concept, right? We've been talking about infrastructure clouds and SAS applications living in an application clouds so data cloud is the ability to really share all that data that we've been collecting. You know, we've, we've spent what, how many days a decade or more with big data now, but have we been able to use it effectively? And that's, that's really where the data cloud is coming in and snowflake in making that a more seamless, friendly, easy experience to get access to the data. I've been in data warehousing for nearly 30 years now. And our dream has always been to be able to augment an organization's analytics with data from outside their organization. And that's just been a massive pain in the neck with having to move files around and replicate the data and maybe losing track of where it came from or where it went. And the data cloud is really giving our customers the ability to do that in a much more governed way, a much more seamless way, and really make it push button to give anyone access to the data they need and have the performance to do the analytics in near real time. It's it's total game changer as, as you already know, and just it's crazy what we're able to do today, compared to what we could do when I started out in my career. >> Well, I'm going to come back to that cause I want to tap your historical perspective, but Filipe, let me ask you. So why did you join snowflake? You're you're the newbie here. What attracted you? >> Exactly, I'm the newbie. I used to work at Google until August. I was there for 10 years. I was a developer advocate there also for data, you might have heard about a big query. I was doing a lot of that and then as time went by, Snowflake started showing up more and more in my feeds, within my customers, in my community. And it came the time. When, I felt that like, you know, when wherever you're working, once in a while you think I should leave this place, I should try something new. I should move my career forward. While at Google, I thought that so many times as anyone would do, and it was only when snowflake showed up, like where snowflake is going now, how snowflake is, is being received by all the customers that I saw this opportunity. And I decided that moving to Snowflake would be a step forward for me. And so far I'm pretty happy. Like the timing has been incredible, but more than the timing and everything, it's really, really a great place for data. What I love first is data sharing data, analyzing data and how Snowflake is doing it it promotes me in phenomena. >> So Ken, I want to come back to you and I say, tap, maybe your historical perspective here. And you said, you know, it's always been a dream that you could do these other things bring in external data. I would say this, that I don't want to push a little bit on this because I have often said that the EDW marketplace really never lived up to its promises of 360 degree views of the customer in real time or near real time analytics. And, and it really has been, as you kind of described are a real challenge for a lot of organizations when Hadoop came in you know, we had, we we we got excited that it was kind of going to actually finally live up to that vision and and and we duped it a lot. And it don't get me wrong. I mean, the whole concept of, you know, bring the compute to data and the lowering the cost and so forth, but it certainly didn't minimize complexity. And, and it seems like, feels like Snowflake is on the cusp of actually delivering that promise that we've been talking about for 30 years. I wonder if you could share your perspective, is it, are we going to get there this time? >> Yeah. And as far as I can tell working with all of our customers, some of them are there. I mean, they're, they Fought through those struggles that you were talking about that I saw throughout my career and now with getting on Snowflake they're, they're delivering customer 360, they're integrating weblogs and IOT data with structured data from their ERP systems or CRM systems, their supply chain systems. And it really is coming to fruition. I mean, the, you know, the industry leaders, you know, Bill Inman and Claudia M Hoff, they've had this vision the whole time, but the technology just wasn't able to support it. And the cloud, as we said about the internet, changed everything and then Ben Y and Terry, in their vision and building the system, taking the best concepts from the Hadoop world and the data Lake world and the enterprise data warehouse world, and putting it all together into this, this architecture, that's now, you know Snowflake and the data cloud solved it. I mean, it's the, you know, the, the classic benefit of her insight is 2020 after years in the industry, they had seen these problems and said like, how can we solve them? Does the cloud let us solve these problems? And the answer was yes, but it did require writing everything from scratch and starting over with because the architecture the cloud just allows you to do things that you just couldn't do before. Yeah I'm glad you brought up, you know, some of the originators of the data warehouse, because it really wasn't their fault. They were trying to solve a problem. That was the marketers that took it and really kind of made promises that they couldn't keep. But the reality is when you talk to customers in the, in the, so the old EDW days, and this is the other thing I want to, I want to tap your guys' brains on. It was very challenging. I mean, one, one customer, one time referred to it as a snake, swallowing a basketball. And what he meant by that is you know, every time there's a change, you know, Sarbanes Oxley comes and we have to ingest all this new data. It's like, Oh, it's just everything slows down to a grinding halt. Every time Intel came out with a new microprocessor, they would go out and grab a new server as fast as they possibly could. He called it chasing the chips, and it was this endless cycle of pain. And so, you know, the originators of the data whereas they didn't, they didn't have you know the compute power, they didn't have the cloud. >> Yeah. >> And so, and of course they didn't have the 30- 40 years of pain to draw upon. But, but I wonder if you could, could maybe talk a little bit about the kinds of things that can be done now that we haven't been able to do here before. >> Well, yeah I remember early on having a conversation with, with Bill about this idea of near real time data warehousing and saying, is this real? Is this something really need people need? And at the time it was, was a couple of decades ago, he said no to them they just want to load their data sooner than once a month. >> Yeah. >> That was the goal. And that was going to be near real time for them. And, but now I'm seeing it with our customers. It's like, now we can do it, you know, with things like the Kafka technology and snow pipe in, in Snowflake, that people are able to get that refresh way faster and have near real time analytics access to that data in a much more timely manner. And so it really is coming true. And the, the compute power that's there, as you said, you know we, we've now got this compute power in the cloud that we never dreamed of. I mean, you would think of only certain very large, massive global companies or governments could afford supercomputers. And that's what it would have taken. And now we've got nearly the power of a supercomputer in our mobile device that we all carry around with us. So being able to harness all that now in the cloud is really opening up opportunities to do things with data and access data in a way that again really we just kind of dreamed of before. It's like, we can, we can democratize data when we get to this point. And I think that's the, that's where we are, we're at that inflection point where now it's, it's possible to do it. So the challenge on organizations is going to be, how do we do it effectively? How do we do it with agility? And how do we do it in a governed manner? You mentioned Sarbanes Oxley, GDPR, CCPA, all of those are out there. And so we have all of that as well. And so that's where, that's where we're going to get into it, right. Is into the governance and being able to do that in a very quick, flexible, extensible manner and you know, Snowflakes really letting people do it now. >> Well, yeah and you know, again, we've been talking about Hadoop and again, for all my, my fond thoughts of that era, and it's not like hadoop is gone, but, but it was a lot of excitement around it but but governance was a huge problem and it was kind of a ball tough enough. Felipe I got to ask you, like when you think about a company like Google your former employer, you know, data is at the core of their business. And so many companies, the data is not at the core of their business. Something else is it's a process or a manufacturing facility or you know whatever it is. And the data is sort of on the outskirts. You know, we often talk about in, in stove pipes. And so we're now seeing organizations really put data at the core of their it becomes, you know, central to their, to their DNA. I'm curious as to your thoughts on that. And also if you've got a lot of experience with developers, is there, is there a developer angle here in this new data world? >> Oh, for sure. I mean, I love seeing every, like throughout my career at Google and my two months here and talking to so many companies, you never thought before, like these are database companies, but the the ones that keep rowing. The ones that keep moving to the next stage of their development is because they are focusing on data. They are adapting the processes they learning from it. And me, I focus a lot on developers. So I mean when I started This career as an advocate. First I was a software engineer and my work so far, has been work, I really loved talking to the engineers on the other companies. Like maybe I'm not the one solving the business problem, but at the end of the day, when these companies have a business problem that they want to row, they want to have data. There are other engineers that are scientists likes me that are, that, that want to work for work for the company and bring the best technology to solve the problems. Yeah, there's so much where data can help as we evolve the system for the company. And also for us for understanding the systems, things like observability and recently, there was a big company, a big launch on observability the company name is observable, where they are running all of their data warehousing needs. And all of their data needs on Snowflake, just because running these massive systems and being able to see how they're working generates a lot of data. And then how do you manage it? How do you analyze it? Or snowflake is already there to help. >> Well you know >> I covered the two areas. >> It's interesting my, my business partner, John farrier, cohost of the cube, he said, gosh, I would say middle of the last decade, maybe even around the time, you know, 2013, when Snowflake was just coming out, he said, he predicted the data would be the new development kit. And you know, it's really at the center of a lot of, you know, the data life cycle, the, the, what I call the data pipelines. I know people use that term differently, but, but I'm, I'm very excited about the data cloud summit and what we're going to learn there. And I get to interview a lot of really cool people. And so I appreciate you guys coming on, but Kent, who, who should attend the data cloud summit, I mean, what, what are the, what should they expect to learn? >> Well, as you said earlier, Dave, there's, there's so many tracks and there's really kind of something for everyone. So we've got a track on unlocking the value of the data cloud, which is really going to speak to, you know, the business leaders, you know, as to what that vision is, what can we do from an organizational perspective, with the data cloud to get that value from the data to, to move our businesses forward. But we've also got, you know, for the technicians migrating to Snowflake training sessions on how to do the migration, modernizing your data like data science, you know how to do analytics with the, and data science in Snowflake and in the data cloud and even down to building apps. So the developers and building data products. So, you know, we've got stuff for developers, we've got stuff for data scientists. We've got stuff for the, the data architects like myself and the data engineers on how to, how to build all of this out. And then there's going to be some industry solutions spotlights as well. So we can talk about different verticals of folks in FinTech and, and in healthcare. There's going to be stuff for them. And then for our, our data superheroes, we have a hallway track where we're going to get talks from the folks that are in our data superheroes, which is really our community advocacy program. So these are folks who are out there in the trenches using Snowflake, delivering value at, at their organizations. And they're going to talk you know down and dirty. How did they make this stuff happen? So there's going to be just really something for everyone, fireside chats with our executives, of course, something I'm really looking forward to in myself. It's always fun to, to hear from Frank and Christian. And Benwah about, you know, what's the next big thing, you know, what are we doing now? Where are we going with all of this? And then there is going to be some awards. We'll be giving out our data driver awards for our most innovative customers. So this is going to be a lot, a lot for everybody to consume and enjoy and learn about this, this new space of, of the data cloud. >> Well, thank you for that Kent. And I'll second that, I mean, there's going to be a lot for everybody. If you're an existing Snowflake customer, there's going to be plenty of two on one content we can get in to the how to's and the best practice. If you're really not that familiar with Snowflake, or you're not a customer, there's a lot of one-on-one content going on. If you're an investor and you want to figure out, okay, what is this vision? And can, you know, will this company grow into its massive valuation and how are they going to do that? I think you're going to, you're going to hear about the data cloud and really try get a perspective. And you can make your own judgment as to, to, you know, whether or not you think that it's going to be as large a market as many people think. So Felipe, I'd love to hear from you what people can expect at the data cloud summit. >> Totally, so I would love to plus one to everyone that Kent said. We have a phenomenal schedule that the the executive will be there. And I really wanted to specially highlight the session I'm preparing with Trevor Noah. I'm sure you might have heard of him. And we are having him at the data cloud summit, and we are going to have a session. We're going to talk about data. We are preparing a session, That's all about how people that love data, that people that want to make data actionable. How can they bring storytelling and make it more, have more impact as he has well learned to do through his life. >> That's awesome, So yeah, Trevor Noah, we're not just going to totally geek out here. We're going to, we're going to have some great entertainment as well. So I want you to go to snowflake.com and click on data cloud summit, 2020 there's four geos. It starts on November 17th and then runs through the week and then the following week in Japan. So, so check that out. We'll see you there. This is Dave Volante for the cube. Thanks for watching. (soft music)