>>Welcome back to the cubes cover dot com. Splunk annual conference >>Virtual this year. I'm john for >>your host of the cube as always we're being the best stories. The best guest to you and the best guest today is the ceo Doug merit of course, Top Dog. It's great to see you. Thanks for coming on to be seen. >>So nice. I can't believe it. We had a whole year without seeing each other. >>I love this conference because it's kind of like a studio taking over a full virtual studio multiple sets, cubes here. You have the main stage, you've got rooms upstairs, tons of virtual interactions. Great numbers. Congratulations. >>Thank you. Thank you. We were, we wanted this to be primarily live where we are live, primarily on site. Um, and we pivoted some private marketing team. How quickly they pivoted and I love the environment they've created as I know next year we will be always have virtual now we've all learned but will be on site, which is great. >>It's good to see kind of you guys telling the story a lot, a lot more stories happening and You know, we've been covering splint since 2012 on the Cube. I think longer than aws there was 2013 our first cube seeing Splunk emerge is the trend has been, it's new, it's got value and you operationalize it for customers. Something new happens. You operationalized for customers and it just keeps on the Splunk way, the culture of innovation. It just seems now more than ever. You guys were involved in security early 2015 I think that was the year we started kind of talking about it your first year and now it just feels like something bigger is right here in front of us. It's and people are trying to figure out multi cloud observe ability. We see that what that's a big growth wave coming. What's the wave that's happening? >>So uh the beauty of Splunk and the kind of culture and how we were born was we have this non structured backbone um what I would call the investigative lake where you just dump garbage into it and then get value out of it through the question asking which means you can traverse anywhere because you're not taking a point of view on the data it's usable all over the place. And that's how we went up in security. As we had the I. T. Systems administrators pinging that thing with with questions. And at that point in time the separate teams were almost always part of the I. T. Teams like hey can we ask questions that thing. It's like yeah go ahead. And also they got value. And then the product managers and the app dev guys started asking questions. And so a lot of our proliferation has been because of the underlying back bonus blank the ability for new people to come to the data and find value in the data. Um as you know and as our users know we have tried to stay very focused on the go to market basis on serving the technical triumphant the cyber teams, the infrastructure management, 90 ops teams and the abdomen devoPS teams and on the go to market basis and the solutions we package that is, we're trying to stay super pure to that. That's $90 billion of total addressable market. We're super excited will be well over three billion an error this year, which is amazing is 300 million when I started seven years ago so that 10 x and seven years is great. But three billion and 90 billion like we're all just getting going right now with those Corbyn centers. The were on top of what sean bison as we tell you about, hey, we've got to continue to focus on multi cloud and edge is really important. Machine learning is important. That the lever that we've been focused on for a long time that we'll continue to gain better traction on is making sure that we've got the right data plane and application platform layer so that the rest of the world can participate in building high quality reusable and recyclable applications so that operate operationalization that we have done officially around cyber it and devops and unofficially on a one off basis for marketing and supply chain and logistics and manufacturing that those other use cases can be packaged repeated, sold and supported by the people that really know those domains because we're not manufacturing experts. It's we're honored that portion BMW are using us to get operational insight into the manufacturing floor. But they lead that we just were there is the technical Splunk people to help bring that to life. But there are lots of firms out there, no manufacturing cold process versus the screed and they can create with these packages. They're appropriate for automotive, automotive versus paint versus wineries versus having that. I think the big Accelerant over the next 10 years response, we gotta keep penetrating our core use cases but it would be allowing our ecosystem and so happy Teresa Karlsson's here is just pounding the table and partners to take the other probably 90% of the market that is not covered by by our core market. >>Yeah, I think that's awesome. And the first time we get to the partner 1st and 2nd the rebranding of the ecosystem as it's growing. But you mentioned you didn't know manufacturing as an example where the value is being created. That's interesting because you guys are enabling that value, their adding that because they know their apps then they're experts. That's where the ecosystem is really gonna shine because if you can provide that enablement this control plane as you mentioned, that's going to feed the ecosystem. So the question I have for you is as you guys have become essentially the de facto control playing for most companies because they were using spring for a lot of other great reasons now you have set them up that way is the pattern to just keep building machine learning apps on top of it or more querying what's the what's the customer next level trends that you're seeing. >>So the two core focus areas that we will stay on top of is enriching that data platform and ensure that we continue to provide better at peace and better interfaces so that when people want to build a really interesting automotive parts, supply chain optimization app that they're able to do that, we've got the right A. P. S. We've got the right services, we've got the right separation between the application of platforms so they can get that done, we'll continue to advance that platform so that there's modernization capabilities and there's advertising capabilities and other pieces that they can make their business. The other piece that will stay very focused on is within the cyber realm within I. T. Ops within devops, ensuring that we're leveraging that platform, but baking ml and baking all the advanced edge and other capabilities into those solutions because the cyber teams as where you started with a You know, we really started reporting on cyber 2015, those guys have got such a hard job and while there's lots of people pretending like they're going to come in and serve them, it's the difficulty is there are hundreds of tools and technologies that the average C so deals with and the rate of innovation is not slowing down and those vendors that have a vested interest and I want to maintain my footprint and firewalls, I want to maintain an implant, I want to maintain. It's really hard for them to say, you know what? There are 25 other categories of tools and there's 500 vendors. You gotta play nicely with your competitors and know all those folks if you really want to provide the ml the detection, the remediation, The investigation capabilities. And that's where I'm really excited about the competition. The fake competition in many cases because like, yeah, bring it on. Like I've got 2000 engineers, all they do all day long is focused on the data layer and making sure that we're effective there and I'm not diverting my engineers with any other tasks that I've got a it's hard enough to do what we do in the day layers. Well, >>it's interesting. I just had some notes here, I had one data driven innovation you've been talking about since you've been here. We've been talking about data driven innovation, cybersecurity mentioned for many years, it's almost like the balance of you gotta have tools, but you gotta have the platform. If you have too many tools and no platform, then there's a mix match here and you get hung up with tools and these blind spots. You can't have blind spots, you can't have silos. This is what kind of everyone's pretty much agreeing on right now. It's not a debate. It's more like, okay, I got silos and I got blind spots. Well how do I solve >>the difficulty? And I touched a little bit of the sun my keynote of There are well over 60 and I was using 16 because DB engines categorizes 16 different database tools. But there's actually more if you go deeper. So there's different 16 different categories of database tools. Think relational database, data warehouse, ledger databases, graph database, et cetera over 16 categories those 350 vendors. That's not because we're all stupid in tech like a graph DB is different than a relational database, which is different than what we do with our stimulus index. So there's those categories that many vendors because they're trying to solve different problems within the swim lane that you are in which for us is this non structured, high volume difficult data to manage Now. The problem is how do you create that non broken that end to end view. So you can handle your use cases effectively. Um and then the customer is still going to do with the fact that we're not a relational database engine company. We're not a data warehousing company where we were beginning to use graph DB capabilities within our our solution sets. We're gonna lean on open source other vendors use the tool for the job >>you need. But I think that what you're thinking hitting on my like is this control plane idea. I want to get back to that because if you think about what the modern application developers want is they want devops and deVOps kind of one infrastructures codes there. But if I'm a modern developer, I just want to code, >>I don't want to configure >>the data or the infrastructure. So the data value now is so much more important for the developer, whether that's policy based innovation, get options, some people call it A I ops, these are big trends. This is fairly new in the sense of being mainstream. It's been around for a couple of years, but this time, how do you see the data being much more of a developer input. >>People talk about deVOps is a new thing when I was running on the HR products at Peoplesoft in 2000 and four, we had a deVOPS teams. So that is, you know, there's always been a group of people whether Disney or not that are kind of managing the manufacturing floor for your developers, making sure they got the right tools and databases and what's new is because the ephemeral nature of cloud, that app dev work and devops and everyone that surrounds those or is now 100% data driven because you have ephemeral services, they're popping up and popping down. And if you're not able to trap the data that are each one of those services are admitting and do it on a real time basis and a thorough, complete basis, you can't sample then you are flying blind and that's not gonna work when you've got a critical code push for a feature your customers demanding and if you don't get it out, your competitors are, you need to have assurance that you've done the right things and that the quality and and the actual deployment actually works And that's where what lettuce tubes or ability Three years ago as we roughly started doing our string of acquisitions is we saw that transition from a state full world where it was all transaction engine driven. I've got to insert transaction and engines in a code. Very different engineering problem to I've got to grab data and it's convoluted data. It's chaotic data. It's changing all the time. Well, jeez that sounds and latency >>issues to they're gonna be doing fast. >>I've got to do it. You literally millisecond by millisecond. You've got are are bigger customers were honored because of how we operate. Splunk to serve some of the biggest web properties in the in the globe and they're dealing with hundreds of terabytes to petabytes of data per day that are traversing these pipes and you've got to be able to extract metrics that entire multi petabyte or traces that entire multi pedal extreme and you can't hope you're guessing right by only extracting from portions of it because again, if you missed that data you've missed it forever. So for us that was a data problem, which is why we stepped in and >>other things That data problem these days, it's almost it's the most fun to talk about if you love the problem statement that we're trying to solve. I want to get your reaction something if you don't mind. I was talking to a C. So in the C. I. O. We have a conversation kind of off camera at an event recently and I said what's the biggest challenge that you have? Just curious? I asked him, it's actually it's personnel people are mad at each other. Developers want to go faster because there are ci cd pipeline is devops their coding. They're having to wait for the security groups in some cases weeks and days when they could do it in minutes they want to do it on the in the pipelines, shifting left as some call it and it's kind of getting in the way. So it's kind of like it's not they're not getting along very well uh meaning they're slowing things down. I can say something what they really said, but they weren't getting along. What's your reaction? Because that seems to be a speed scale problem. That's developer centric, not organizational, you've got organizational challenges and being slowed down. >>So uh while we all talk about this converted landscape and how exciting is going to be. You do have diametrically opposed metrics and you're never going to have, it's very difficult to get a single person to have the same allegiance to those diametrically a virgin metrics as you want. So you've got checks and balances and the reality of what the cyber teams need to be doing to ensure that you aren't just coding effective functions with the right delivery timeframe. But that's also secure is I think going to make the security team is important forever and the same thing. You can't just write sloppy code that consumes, that blows your AWS budget or G. C. P budget within the first week of deploying it because you've still got to run a responsible business. So there are different dimensions that we all have to deal with quality time and feature functionality that different groups represent. So we, I believe a converged landscape is important. It's not that we're gonna blow it up and one person is going to do it all if you've got to get those groups talking better and you've got to reduce cycle times now we believe it's plunk is with a common data plane, which is the backbone and then solutions built from that common data plane to serve those groups. You're lessening the lack of understanding and you're reducing the cycle time. So now I can look when I'm publishing the code. If it's done properly, is it also secure And the cyber teams can kind of be flying in saying, hey, wait, wait, wait, we just saw something in the data says we're not quite ready. I'm sorry. I know you want to push, you can't push now, but there'll be a data driven conversation and not this, you shouldn't be waiting a week or two weeks, like we can't operate that scale and you've got to address people with facts and data and logic and that's what we're trying to get done. And you >>guys have a good policy engine, you can put up that up into the pipeline. So awesome. That's great, great insight there. Thanks for sharing. Final question. Um looking back in your time since you've been Ceo the culture kind of hasn't changed at Splunk, it's still they have fun, hard charging laid back a little bit and public company now, he's still got to meet the numbers, but your growing business is good, but there's a lot more coming as a big wave coming talk about the Splunk culture. >>So the core elements of culture that I love that. I think all of us agree you don't want to change one where curiosity driven culture, our tool is an investigative tool, so I never want to lose. I think that threat of grit, determination, tenacity and curiosity is paramount in life and I think literally what we push out represents that and I want our people represent that and I think the fun element is really the quirkiness of the fund, like that is one of the things I love about Splunk but we are a serious company, we are in the data plane of tens of thousands of organizations globally and what we do literally makes a difference on whether they're successful or not. As organizations, we're talking about walmart is example And how one second latency can have a, have a 10% drop off in fulfillment of transaction for wal mart that's like a billion dollars a week if you cannot get their system to perform at the level it needs to so what we do matters and the change that we've been driving that I think is a great enhancement to the culture is as we are now tip into the 50% cloud company, you have the opportunity to measure millisecond by millisecond, second by second, minute by minute, hour by hour and that's a different level of help that you get. You can literally see patterns happening over the course of minutes within customers and that's not something we were born with. We were an on premise solution, we had beautiful tools and it was the C E O. S problem, the CSS problem um and their opportunity to get that feedback. Now we get that feedback so we're trying to measure that crunchiness, the fun, the cool part about Splunk with. We also have got to be very operationally disciplined because we carry a heavy responsibility set from our customers and we're in the middle of that as well as the world knows, we're halfway through our transition to be a cloud first company but I'm excited with the results I'm seeing, so I think curiosity and tenacity go with that operational rigor. Like we should all be growth mindset oriented and very excited about, Hey, can I improve? I guess there's some information that I need that I'm not getting that will make me serve my customers better and that is the tone and tenor. I want to cross all the Splunk of whether in HR legal or engineering or sales or we serve customers and we've got to be so excited every day about getting better feedback and how to serve them better. >>Doug. Thanks for coming on the Cuban, sharing that inside. I know you had to cancel your physical event, pulled off an exceptionally strong virtual event here in person. Thanks for having the Cuban. Thanks for coming on. >>Thank you for being here and I can't wait to do this in person. Next >>to mary the ceo of Splunk here inside the cube cube coverage continues stay with us for more. We've got more interviews all the rest of the day, Stay with us. I'm john for your host. Thanks for watching. Mm >>mm mhm >>mhm >>Yeah

[Music] hey welcome back everybody Jeff freek here with the cube we're in Reno Nevada at the inner bike show it's a big show all about bikes and mountain bikes but we're really to talk about ebike skuzzy bikes is this new class of really transportation not really new turns out that gazelles been making them since 2002 so we're at the Royal Dutch gazelle event that adjective in next to enter bike and we're excited to see they're releasing a bunch of new bikes and really dig into what are these e bikes all about we've been told that the United States a little bit behind you're starting to see them show up is it a last mile vehicle is it you know a primary vehicle what are the laws and regulations or we're really excited to have our first guest she's been dealing with this for years and years and years it's current wiener she is a co-owner of the new wheel Carn great to see you thanks thanks for having me absolutely so give us a little background on the new wheel where are you guys how long have been around what's your what's your focus yeah and the new wheel is located in San Francisco and Marin County and Larkspur we opened in 2010 so about eight years ago out of our excuse me out of our apartment because we realized that nobody was really seeing the opportunity in this transportation alternative right and so we were seeing what was happening in Europe which like you said has been happening for a while and we realized that gosh San Francisco is the perfect place it's it's an obvious match an electric bike which basically amplifies your pedaling power acts exactly like a bicycle except for you're always in your best shape and having your best day and having the most fun and so um we started with basically one bike who are three bikes and we had a mobile shop that we would ride from farmers market to farmers market then we opened our first store in 2012 and we're still in that location in Bernal Heights in San Francisco and we focus on curating high quality electric bikes that are going to work really well in San Francisco which as you know is a really rugged especially in terms of elevation gain environment right so what if you could talk about some things some miss or not miss so one thing is why we came here is we were really looking at e-bikes is really a last bio vehicle and that's kind of in the in the line of smart cities and in kind of multimodal transportation do you'd have a lime scooter to the Cal train maybe it's your car maybe you've got your own bike but what I'm hearing here is these things are a lot more than last mile vehicles these are actually substitution vehicles for a significant amount of car rides not just the two miles run down to the store to get some milk or to get some cereal or to get some coffee but a much heavier load on these things yeah it's very very interesting so if we look to Europe the ebike started as a replacement for bicycle trips in kind of urban environments for people who are maybe getting older or whatever and the Bison and any bike works really well for just in in turn inner-city transportation there's been an interesting kind of development in Europe in the last say four or five years which is the rise of the speed electric bike you can with a very small battery you can ride 40 to 60 miles 40 to 60 months yeah and that means that you can ride from one city to another so now what we're seeing is a clerk across the Netherlands actual bicycle super highways that cover maybe you know five to 20 miles and that becomes a reasonable bicycle ride on the daily basis and that's really exciting it's something that is unlike basically any other form of transportation it's not a motorcycle it's not that heavy-duty you don't need license or insurance or anything like that you're still getting exercise and you're getting where you need to get right so it's talked about the speed because the speed is interesting thing and I think the speed is what dictates some of the regulation so we see in San Francisco got inundated with the Lyme scooters and there's boosted boards and one wheels and all sorts of kind of contraptions with these great high-capacity batteries and these itty-bitty little little motors so the form factors are numerous but all of them seem to be gated around 20 miles an hour which I think is the regulation to keep them from being considered a scooter you know a internal-combustion scooter so you're talking about speed bikes so they've got bikes here today that goes like 28 miles an hour so how are the regulations keeping up with us a bike that goes 28 miles an hour so it's developing slowly it's developing based on models that have already been tested and used in Europe in California there was actually a model legislation passed I think three years ago which defined three types of electric bikes and defines them as bicycles so type 1 is a bicycle that goes to 20 miles an hour and basically it has to be you have to be pedaling type 2 is a bicycle it also goes to 20 miles an hour but can have a throttle now this is a very Asian type of electric bike it's not quite as polished but usually they're lower-cost okay and then type three is this 27 mile an hour type still a bicycle you're required to wear a helmet and there are some places that you're not allowed to ride them like on shared pedestrian paths right and so what's good about this is it's creating a model for different local and regional governments to create rules it's taking time from but what's exciting is that there is a model so the scooters and the one wheels are all operating under cut-ins this DMV law that is kind of this type of as you describe it is kind of type 1 but it's also kind of skirt like it seems really unclear right I think there's an opportunity and electric bikes for it to be very clear and I think we're on the way to that it's just going to take something right now in terms of the actual utility obviously this is a Dutch company they don't have great weather in Holland as we know San Francisco as you mentioned is a rugged place not to mention the fact it's about as rough as it gets for parked cars getting broken into so what do you see from your customers in terms of the actual utility carrying stuff home from the store survivability in the streets you know not getting stolen inexpensive pieces of gear so what's kind of the experience you've seen with your kind of long history in this space in the city so what I've seen is that what you use matters a lot so the type of bike that you choose out of the gate is going to dictate first of all how well it's going to last and second of all how well it's gonna work in the first place right the other thing is that the way it's not only the bicycle you also have to have the right lock and you have to have the right bag and the right set up to give you the actual full utility potential of the bicycle and that's where you know specialists and retailers really come in you also need service so most people have owned bicycles in their lifetime and it may be stretched one train stretching a chain takes about 2,000 miles on a bike okay an e bike rider usually stretches a train in a little under a year because suddenly your bicycle is your preferred mode of transportation for thousands of miles of errands and and urban duties and and pleasure right that you never had before on a bicycle so it's a switch in terms of how people understand the maintenance that they need on their bike but also what kind of tools they need like a great lock and it turns out that you actually can lock a bike safely not overnight on the street but at any time of day there are locks that work really really well through the bike safe so next day on touch bases kind of the evolving technology yeah so we're hearing over and over that really the the battery technology is getting this just huge boost from autonomous cars because now there's huge investments in battery you've probably seen tremendous developments both in the batteries and the propulsion systems and the technology and these bikes since you've been out that's four for eight years how is that kind of changing and how is that opening up you know maybe the opportunity to people that maybe didn't wanna a shorter range you know six a 10 a 12 a 15 wherever the older kind of range models were battery technology that that originated in laptops and I was being used in cars and autonomous vehicles totally changed the potential for electric bikes and it changes it will change so many things about your bicycle for example not too far down the road I believe that there will be anti-theft devices on every electric bicycle that you buy you're gonna be able to track your bicycle you're gonna be able to track your heart rate you're gonna be able to do all these things seamlessly just as part of your life so when you put a battery on a bike it changes everything about what it can do right now it's assist in the future will be many things there was this switch about eight years ago from old very heavy very polluting batteries to lithium-ion batteries and it it means that you can have a bicycle that is that you can lift you know that weighs between maybe 35 and 60 pounds that will take you anywhere from 25 to 100 miles right right and that's a game-changer right so last question for you what is like the biggest surprise when somebody comes in the store you know you sit him down so any bike and they come back for their first maintenance whatever that they say how this thing has really impacted their lives integrating activity into your life can change your life in all sorts of ways it can reduce stress the funniest one was this this guy came in they'd had this family that had a baby like six months ago guy comes in buys a bike and he comes back for his new tuna and he goes Karen my wife owes you a big one she's a much happier woman now people love their bikes what surprises them I think the most most often is just how many miles they're accruing on their odometer and that makes them excited from a health standpoint from an environmental standpoint and just from a joy in your daily life standpoint when we all live with a lot of stress at a lot of multitasking and taking 20 minutes on your bike and just having a great relaxing time is unbeatable right well thanks for a card take it a few minutes and and sharing the story and nothing but success for the store alright cheese Caron I'm Jeff you're watching the cube we're at the Royal Dutch gazelle bike event outside of Interbike in Reno Nevada thanks for watching [Music]