(electronic music) >> From New York City, it's theCUBE. Covering, New Relic Futurestack 2019. Brought to you by New Relic. >> Hi, I'm Stu Minamin and we're here at New Relic's Futurestack 2019 in the middle of Manhattan. Right next door to Grand Central Station at the Grand Hyatt. Right next door to Grand Central Station at the Grand Hyatt. Happy to welcome to the program, first time guest, Nadya Duke Boone, who's the vice president and general manager of application monitoring here at New Relic. Thanks so much for joining us. >> You're welcome, it's great to be here. >> All right, so, a lot of announcements this morning. Of course, observability front and center Lou talking about how that fits into this space. You have handled really kind of the APM product inside New Relic, so I'm hoping you can help us understand kind of the journey that New Relic's going on. And I've heard in the marketplace, you know, there's AI ops, and there's observability in all of these things. And, you know, APM was the old world for the monolith. So, you know, how does New Relic help live across all of these environments that customers are living in today, and you know, undergoing so much change and new things? >> So as Lou talked about this morning, we think to be an observability platform like New Relic 1, you've got to be open, connected and programmable. That is, we think about that within the application monitoring space, um, we really think it comes down to the matter and issue of like, what are the questions you need to ask. And that really depends on like what stacks you need to see and what are the questions you need to ask. And so, I think it's a false dichotomy to say you need to like, pick a side in observability or monitoring. I think it's really a yes/and. You don't have to pick a side. And with New Relic, what we're able to do whether using our agents and all the rich data they give you or they're using our open platform, the important thing is that we're able to bring it all together in one place. So you can get all your questions answered. >> Yeah, I spent lots of time in my career trying to help break down silos. You know, the traditional infrastructure world, the networking and storage and compute teams. >> Sure >> You know, virtualization helped pull some things together. Software tends to be a unifying factor, but when I look at, you know, the people that own application and the developers. I mean, you've got monoliths, you've got this containerization in microservices coming. You've got the new serverless environments here. You've got a lot of fragmentation inside the customers. How does that impact your business today and are we going to see those, you know, pulled together over time? >> Yeah, what we hear from customers is that, you know, they're going to be running heterogenius environments for a long time. If you're over a year old company, you're not running a single tech stack. You've made choices for your business needs and you need to be able to see across your whole estate. And where New Relic's adding value for our customers, is by bringing this all together and connecting it. So, you can actually see, let's say from a lambda function and our lambda agents, all the way back through your Java monolith and down to the server whether it's running containers or on bare metal, you can see all the way down. And then you can connect it out to you front end as well. And I think it's that ability to see across, is where we're playing. >> All right, uh, can you bring us inside your customers? What are some of the challenges they're facing? And how do you help them along those transformations that they're undergoing? Cause, as you've said, they're going to have this heterogenius environment for quite a long time. >> Yeah, well I think one of the thing they're saying is that they're trying to move faster. And one of the ways they're moving faster is by changing the process by which they build software. So, you know, we've been talking about DevOps for years. We've been talking about Agile for much longer than years. Um, but those changes bring about new needs also, for observability. Cause now, you've got a team that maybe wants to see very deeply with, um, the things they're on call for. But software refuses to break neatly at team boundaries. It just won't, it's going to break wherever it wants to break. So you need to be able to quickly assess, across your whole enterprise what's going on and help those teams talk to you. So, that's definitely a problem we're solving for our customers now. And if I were to pick one more, that I'm hearing, um, well, I'll pick one from this morning and that's cost management, right. As people move to the Cloud, um, its so powerful and easy to be able to start up new services in the Cloud but then, do you know what you have, do you know what is costs, do you know how to optimize? Um, we announced 12 new applications this morning. One of them is addressing exactly that point. >> Yeah, um, okay, what are some of the challenges customers have really monitoring across these different environments? I think cost, it's, well, the promise of Cloud is to help me understand and control my cost quite a bit. But, you know, I understand my data center cost and, in general, much more than I do what I have in the Cloud. >> So, you mean, trying to understand in their software? >> So, I guess, just, if they have these different environments that need to span from a monitoring standpoint what are some of the challenges that customers have and the differences and how does New Relic pull those together for them? >> Well, I think some of it is bringing their teams together. If you've got folks that have a Dev accent and an Ops accent, they may have different points of view about monitoring right? And so, a Dev team might be saying lets go all in on this method or this tool. But an Ops team might be saying something else. And then as you introduce new technologies and maybe now people don't always want to run an agent. They want to have complete visibility over their software. And so, with New Relic, we're giving them those choices. We're giving them, like, hey, you can run an agent, you can, if you've already got stuff at Zipkin, cause maybe, internally, you've got like a great Zipkin champion. Like, great, we're going to be there with you on that too. So, we want to be able to help these teams come together. Um, rather than forcing them to sort of live in silos. >> All right, uh, Lou put a real emphasis talking about platform. And he said platform with a capital 'P'. >> Yeah >> Help us understand a little bit about that and the impact that's going to have for your customers. >> Yeah, absolutely, I think, you know, anyone can say I've got more than one product, therefore I have a platform I think. When we talk about a Platform, we think of software engineers, a Platform is something I can build on. So, I think a capital 'p' Platform is the ability to build apps, to be able to extend it, to be able to add data because you're open. Um, and then the power that we bring, you know, I got to put in my plug, is by connecting it all together. Um, but I think the power of the Platform, um, has been really showing off in the work that we've been doing with our customers to build these new applications. >> All right, um, you mentioned open, which was one of the three features of the Platform itself. Uh, there's open and with API'S and then there's open source can you help us tease through a little bit because there's the openness and then there's some open source pieces. How do those go together and um, I guess, more importantly, what does it mean for the customers? >> Mhmm, thanks for asking, cause I do think those words kind of got tumbled up. So, let's first, let me like tease it apart a little bit. So, first part of open, you sort of already mentioned this, is like, we're open to all data. So, metrics, vents, logs, traces, you can send that data. That's, that's the first thing. You don't have to be running a New Relic agent to use New Relic. The second part though, uh, is that we are actually building and contributing to the open source community software development kits and exporters to make it easy for our customers. And so, we've shipped, we're shipping Open Census and Drop Wizard and Micrometer and exporters and Prometheus scrapers so that these are open source tools that our customers can get, can extend if they need to, to get that data in. So, we're making it easy to get the open data in by providing these open source tools. Um, and we're in there with the communities contributing to the communities as well. And then, finally, you know, the last one is with our new programmable Platform, we are also all in on open source on that. So, we're contributing to open source for folks building on New Relic and our customers are telling us that they're excited to also be able to do that and to share and exchange with each other. >> There's value to the customer and I guess the question is, your relationship with your customer is going to change though. As they're building applications not just, you know, more than just a tool. And I've heard from many of the customers that use New Relic, is, they talk about the partnership. And it really is taking that partnership to the next level. What I say is, New Relic is not coming out and saying oh, we're an open source company and we're building our company around open source. So, you know, it seems that somewhat a maturation of the model but not open source being the be all and end all of New Relic's mission. >> Our mission is to help customers build more perfect software. I mean, that's why we come to work. Is to help them do that and we think this is the right step. Um, to be able to do that and our community around New Relic, as you said, is excited and dynamic. It's great to be here at Futurestack and hear them talking to each other and hear the buzz. I was at our customer advisory board meeting yesterday which is 11 execs from some of our biggest customers and they were talking about how excited they are to see how this is going to help them with their business cause they can connect, now their telemetry data to sort of higher order business problems. Um, and they're also excited to share. So, I think it's the right step for New Relic and our customers. >> There's a lot of startups out there that attack pieces of what New Relic's trying to deliver. Um, you know, how does New Relic look at the landscape out there and the challenge when you're trying to be a platform is, are you providing good enough solutions? Or, you know, are you providing, you know, best solutions across all of these environments? >> Yeah, I think any of our point solutions could go head to head with anything on the market. Um, you know, and the fact that the market is so dynamic is because it's a real problem space for people who are building software. So, folks are going to keep innovating and coming up with new ideas and my mission is to make sure that everyone writing software, is instrumenting it and able to observe it. So I think, I love that more and more folks are joining this conversation. I think it's a great time to be working on monitoring observability. >> Okay, uh, let's start at the top talking a little bit about observability, what should customers be looking at, should they be thinking about that? What feedback are you getting from some of your key customers? Uh, in the space in general and how New Relic's looking to address it? >> Yep, well I think comes down to, a little bit of what we talked about earlier, visibility and answerability and if I were talking to an exec or if I was talking to an engineer, and I was looking at their tools, you know, whatever level you're at and saying, what do you need to monitor how can you get that data in and can you answer the questions? Do you have the tools, the ability to query, to connect the data. Um, to see, hey there's an event that happened and how did my systems change? So I think a lot of it comes down to, is it visible, can I ask the questions? And then for every stack, and no matter what job I'm doing. >> All right, um, when we look at this broad term which gets overused some, but, digital transformation Um, the comment I've made is the long pole in the tent of going through that transformation, really is the application portfolio. You know, I can modernize my platform, I can go to Cloud, but, you know, changing my applications, especially the ones that run my business, is really tough you know. If I'm a company that's been around 15-20 years, you know, I probably have applications that are as old as the company, if not longer. >> Yep. >> Uh, just broadly, how are your customers doing, uh, are they being able to kind of, you know, move along that modernization journey of the application uh, better today than they might have a couple of years ago, or just kind of macro level? >> I think so, I think, you know, between what the Cloud vendors are doing and what we're doing, folks are getting both tools and they're also getting support. I think, you know, the community, the software engineering community is really leaning into this moment. And talking about how to do these types of trasnformations. So I think there's a lot of just, knowledge sharing going on, there's a lot of advice and consulting that you can get. And then I think the tools are lending themselves to being able to do, you know, some people move to the Cloud or lift and shift. Some people use it as an excuse to re-architect. A lot of folks pick and choose. Because not every apps work the same and some apps are, you know, are, um. For some given app, it might be a more relevant time to change it, a more relevant time to let it stay put and you can make those choices. And I think people are approaching it with a certain rational sense. >> Yeah, uh, one last question for you, New Relic's a leader in, according to, the analyst firms that look at the APM market. New Relic's doing a lot of the things that I hear from, you know, the startups getting lots of money thrown at them, so, how should customers think of New Relic today? >> I think, we're the best leading APM product on the market for a reason. And we can never rest our laurel. So I think customers should at us as a trusted partner. Who's going to continue to grow and meet them wherever they are. Our customers are going to Cloud, we want to be there first to meet them there and welcome them in the door. And that comes back to how do we help customers through digital transformation? We're a big software company. We get it, like, we are going through the same, we go through these same questions ourselves. Um, and we talk to our customers all the time. So I think for our customers, it's like, we're the platform and the right partner. Because we're never going to stop. >> Nadya, thank you so much for sharing the updates. Congratulations on the launch today and, uh, best of luck going forward. >> Thanks a bunch. >> All right, lots more here at New Relic Futurestack 2019, I'm Stu Minamin, thanks for watching theCUBE. (electronic music)

(techno music) >> Live, from Las Vegas, It's theCube. Covering the VMworld 2018. Brought to you by VMware and its ecosystem partners. >> Welcome back to theCube, we are live at the VMworld 2018. Day three of coverage, I'm Lisa Martin with John Troyer. John, we've had a phenomenal three days. >> It's been great. >> Biggest, I think two sets, biggest number of guests. A lot of alumni but also some new folks and I'd like to introduce you to a couple of our guests. We have David Boone, staff solutions architect from VMworld. David >> Hi >> You're not only with VMworld, but you have a very cool Twitter handle, @DavidBoone007, pretty awesome and Vijay Banga, technical >> Yes >> Fellow from FedEx services >> we're happy to be here. >> We'll have to well welcome back. you've been on The Cube before >> Yes, I have been on theCube before, yes. >> So, third day both of you still have your voices >> Oh yeah >> that's very impressive. Lot's of announcements lots of momentum lots of people here we're hearing 21,000 or so. >> Stuff >> Vijay tell us before we get into what your doing with VMworld, tell us a little bit about your roll as a technical fellow at FedEx. >> Okay Okay, so, I work in technical architecture and our role for the team is to evaluate new products. We look at all the stack in the data center all the tools that we need to do. We bring them in evaluate them see if they meets our needs. Then put them through our operations and then most important, lifecycle it out. And, so that's really what my role has been. >> See, You've worked with VMware, sorry, with FedEx for a long time now. >> Yes, yeah. >> So, I think John and I we're, you know, talking before we want to talk about your IT transformation, but you've probably seen, a tremendous amount of evolution not just within FedEx but within >> Yes >> you know, coming to events like this >> Yes >> talk to us a little bit about and maybe some of your peers would want to learn, how do you... how do you take it all in? >> Yes, so it's been an impressive pace all this while and then I look back at that and then I look at just this week, the amount of transformation that's going on the announcements that's happening and the pace at which we have to work and react to. It's just a solid mind boggling pace, so... You know, we have pace our energy just to keep up with it. So, very impressive. >> Well David, can you talk a little bit about your role then at VMware and how you work with companies like FedEx and maybe what some of the current challenges, and you know, successes that your having right now. Talking a lot about conversion infrastructure here we're talking a lot about, you know multi-cloud, you know what's going on with with >> Yes >> Your role and how you help Folks like FedEx. >> So I work in our solutions and availability business unit at FedEx, uhhh, at (laugh) VMware and >> Seems like FedEx (laughing) with that works so. >> It's a tight team. >> Please double.... (laughing with chatter) >> tight bunch >> So, I do help our large enterprise customers and our strategic customers with going through the POC process. Particularly with VSAN, and I've worked with Vijay through the entire process of evaluating VSAN at FedEx and working through any issues that we encountered and making sure that it's going to meet their demands when we go into production. >> So, Vijay how's VSAN treating you? >> Wow, you know, this has been a second iteration of software defined storage. So, David has been an immense help at taking us through this and the team behind him that is what we don't see. So I and my team work very hard at this and you know I was telling you about the pace that we saw. If you just look at one topic, VSAN itself, you know we are laying the foundation for all the products on top convergence infrastructure, hyper-converge and even with VSAN, we are covering lots of our used cases and there several more that we need to cover. So it's really pretty intense. >> So let's talk about how you're working with David and VMWare to meet your demands >> Yeah >> you were talking about it but also the customer demands. I think we're all customers of FedEx. >> Yes, right. >> And we have this expectation now in 2018 that we can go to any location and get something shipped overnight allover the world. >> Yes >> So you've got a lot of demand coming from business users consumers, how, what are some of the key demands on the business that your team is responsible for going alright, lets figure out a way with partners like VMware to solve these problems. >> Yes, so that's a very interesting question because, the demand it doesn't stop, you know, you cover one huge case there are several more that come up and so we are trying to address all the needs so when we did the whole test, we made a great plan work with David and his team to make sure that we covered, you know, all the huge cases and we did the whole test plan and we did an evaluation in-house of how they performed, what the requirements are and so you know the key is to make sure that we meet the business requirements. Speed to market is what we try and get to them so we try to do that upfront make sure that we cover the huge cases so when we bring the product out. We've covered at least 80 percent of the huge cases. Then get to 90 then 100. It's impossible but that's our goal. >> So Vijay, David, VSAN good for a lot of things actually >> Yeah >> huge cases keep multiplying, I'm just kind of curious, you know, what were some of the drivers there and was it all CapEx, OpEx, you know what are you finding out now that, are you in production and you know, what've been some of the results you've seen? Both ways. >> You want? >> So yeah, go for it. >> Yeah, so I can tell you from our perspective. What we've seen, is that you know. We looked at. So today we want to try and get off our fabric that we have with our storage we want to try and use an environment with the conversion infrastructure, white space issues, so we convert 80 percent of requirements upfront with the use issues that we have. It's the last 20 percent that are more difficult, I'm not sure where the industry is but that's what we're here to learn this week, find out, talk to the customers, see how they're doing their use cases and experiences and try and cover the width of that. >> We definitely try to tie-in with all aspects of FedEx run in their IT departments so, Vijay is one aspect from an architectural point of view but then we also make sure that we expand that out into operationalizing on VSAN and making sure that the whole process is covered and that we're making sure that FedEx is successful with our product not just you know, worse thing we could do is try to sell them something that they'd have to put on the shelf. >> In terms of partnerships, sorry John, I'm curious, David how Vmware and Vijay, FedEx, are collaborating because you were saying earlier, you've covered about 80 percent of the use cases but we know in any element of life you can't please all the people all the time. >> Right, right >> So, David are you helping from a consulting perspective Vijay and team decide, okay, what's the priority order of use cases that we can solve now, is that, talk to us about how that partnership evolves. >> Absolutely so, I think over time Vijay and I've established a relationship, a trust and that's really the most valuable thing that we have between us is that we are collaborative, you know, we can talk under nondisclosure about warts and problems and issues and where things may not fit with the FedEx process, what we can do to overcome those or work around those and feed that back into product management and make sure that we're continuing to evolve our product to meet our enterprise customers needs. >> So FedEx is enabling or influencing product development in a good way for VMware, sounds. >> Yeah, we're definitely have a strong draw from our users as to what is needed to be built into the product for the next generations so, yeah people like Vijay are key to us to ensuring our continued success. >> And David made a good point because it's not just the use cases that we can support with VSAN, it's equally important to know what not to venture in now and then venture in as it gets a little more mature and we understand it, so that's really key for us. Yeah. >> Vijay, I'm kind of curious so we talked, this, you've been there at FedEx long time, seen cultural change, how we do projects, how time to value, all that sort of stuff >> Yes >> We're here at VMworld 2018, here in Vegas lots of really I thought this is a really interesting year in terms of product announcements from VMware and others. >> Yes >> A lot of multi-cloud a lot, again, accelerated time to value as a service sorts of things, people who you thought were software providers are actually service providers and vice versa, kind of really, kind of cool stuff What's exciting you as you're looking forward to kind of go to the next level, you know taking FedEx and their infrastructure along? >> It's so, what I see happening is you know, at adoption to trying to get to the cloud as well, I think, you know the speed to market is so important, we don't want to be in the way, we want to be able to enable and or assist to be able to provide the service, the business partner and their requirements drives it, so that's what we see and I think the embracing of that, I think the adoption of it I think we see a good win from our side. >> I'm also curious, speaking of embracing and adopting one of the things Pat Gelsinger talked about in his keynote Monday was this superpowers of AI machine learning IOT... How? Vijay, is FedEx, where are you, I guess on that maybe embracing adoptions journey with embracing and being able to leverage artificial intelligence machine learning to be able to get to market faster. >> I can talk with the IOT first then get to AI because what we've seen in terms of IOT, it's been driven not from the data centers but from our edge, the demand is coming out and that's what we see, coming from the outside and typically we done from the inside out, data centers to the field but we see the drive happening a lot more intense on the field and the data collection and the IOT devices that is driving that in, so that was interesting to us to see. >> About AI, you were also talking about AI? >> Oh yes, and so, you know, FedEx is so huge I think there's lot of development happening on multiple areas on the AI. So, you know, it's just impressive and amazing. What we're doing with it, so. >> Great >> Go ahead >> Well I, so David, if you're working with a customer... You know VSAN stands up, you're working with VSAN the rest of VMware portfolio, you know, what do you, then how do you go, the next steps, like what do you, what does Vijay and his team need to start looking at, right? As the VMware portfolio expands, like how do you help them, Vijay and the executive level, like really thing about this? >> I don't think that it's a matter of what the portfolio brings to the table, it's really more about what is FedEx need from us, what can we do to help them, what gaps can we fill, you know, how do we partner together to make sure that we continue this successful track. >> Nice, nice. >> What we see is, what's important on the road map, cause we said about the 20 percent use cases, state of protection other things that are important to us, which are still being developed, we are okay to partner and work with them test the products with them so, it helps us help them, you know enable us to use the rest of the 20 percent cases. >> Very symbiotic, so I'm curious. FedEx is a massive global customer, >> Yes >> company and customer. >> Yes and customer. I'm curious Vijay what recommendations would you give to your peers, whether they're at a company that's comparable in size >> Right. to FedEx or maybe to some of the smaller companies that VMware works with. What are some of the, you know helping them distill this massive challenge down into some digestible bites. What would you recommend? >> Yeah so are two things that come to mind one is to make sure that you listen to your business partners you know. It's about the business make sure you're meeting their needs and the second thing is you know we build on the foundation that we've laid, I think this is what hit me this morning. It's like, we are all the VMware stack that is there. You know, there are several of the products we could certainly go down those paths and rabbit holes but you know. If we build on the foundations that we have. I think we see a lot of synergy, the operations you know makes it all simple one to do things so, that I think is something that we learn cause we did go down you know some rabbit holes and we are trying to reestablish back and see, build on the foundation that we have. >> And that's just part of it, right? Going down those rabbit holes. >> Yeah it is. >> Try, fail fast, move on. >> Yes, Yeah fail fast. >> Yeah and failure is not a bad F word >> No, I mean in this, if we have failed 6 months. Yeah that's great, but you know, you come out and your product that will lasts you and you know continues on that's awesome, that's our approach. >> Well guys, thanks so much for stopping by and sharing what FedEx and VMware are doing together and your excitement and your ability to advise others. It's great. So, Thank you so much. >> Thank you appreciate it. >> Thank you. >> Thanks. >> For my cohost John Troyer, I'm Lisa Martin. You're watching theCube live from Vmworld 2018. Stick around we'll be back with our next guest shortly. (techno music)

>>From around the globe. It's the cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. >>Hi everyone. Welcome back to the cubes. Live coverage cube live program for re:Invent 2020. This is our Q virtual. We're not in person like we normally are. Today is the AWS public sector. Worldwide celebration day. A lot of content coming from Teresa Carlson and her team and highlighting everything. Of course, the cube channel on the re:Invent events site. Well, the content we streaming there, if you go to the description, you can click on the link and check out all the on-demand interviews. We've done hundreds of videos live before the event pre recorded as well as here live today for public sector day, I'm showing Lisa Martin co-hosts of the cube. Who's been involved in a lot of those interviews. Uh, Lisa, great to see you before we good to see you. Thanks for coming on. >>Likewise. Good to see you too, John. Glad that you're staying safe. >>Well, a lot of good action. And before we get started, I do want to put a plug out for, um, some Salesforce, big party virtual event. Uh, Salesforce is having a big party at re:Invent 2020 a virtual house party with chance the rapper performing an exclusive set with surprise celebrities and DJ in residence December 10th that's tomorrow at 5:00 PM Pacific, go to salesforce.com/big party to check out chance the rapper. Uh, I'm a big fan. Of course my kids are more fans than, uh, check out the sales report. Okay. Back to cube virtual Lisa. Great to see you. >>Likewise John. So public sector day, a lot of transformation mean re:Invent being reinvented, being virtual 500,000 registered. And so, so much has changed, but a lot also that Teresa Carlson spoke about in her keynote and this morning about the transformation across the public sector, that's really been driven by necessity with COVID. It was really impressive to hear and see all of the good things that AWS is facilitating across healthcare, government, education, state, and local. You name it. >>Yeah. The thing I love about Theresa is she's always been ever since I've known her now she's been on the cube every year, since 2013, since we've been covering re:Invent, she's always had a big, bold vision, and she's always kind of stayed on that track. And this year that was really clear out of the box on her, her leadership session. You got to think big and you got to look at the value of the data. That was the key message from her, her and her group public sector, by the way, has been highly active with the COVID pandemic. A lot of public services have been leveraging Amazon cloud to serve, uh, their, their, their people, whether it's getting them the checks for entitlements or getting them, you know, pharmacy drugs and whatnot, and helping them with the pandemic. But clearly Amazon has stepped up and helped education with, with, uh, remotes. So Theresa's team has been pretty busy. So I think that they had more time to prepare for the virtual keynote. I should've gotten chock full of more announcements. >>Yeah. And also some great examples. As you mentioned, we heard from UK biobank, some of the interviews also that have already happened on the kid that you've done showed some amazing work that AWS has helped to facilitate for school districts in Los Angeles, for example, the government of Rhode Island. And those are some of the great things cabbage, what they were able to enable Kevin's to do, to deliver small business loans of so quickly. A lot of that, I thought, I wish we're hearing more about how technology is facilitating so much. Goodness, in COVID on the news. Of course, we're hearing a lot of the challenges with online learning, but there's a lot of amazing things that AWS has been able to facilitate incredibly quickly. >>You know, one of the concerns I have with Theresa and her team years and years ago was this idea of national parks, right? You know, we have spaces where we can go visit and why isn't there a cyber version of that. And so you S you saw that progression and she'd been doing a lot of deals where they're using the cloud and donating their technology for the betterment of society. And one of the things that was, um, news today was an advancement of their open data registry, which has been kind of this open commons of, you know, health data and whatnot. And now they have all the sequencing data that's searchable, readable, uh, from the national Institute of health for DNA sequencing. So this is going to be, again, more commons, like approach is starting to see that I think this is going to be a real big trend lease. >>I think you're going to start to see the big companies have to really contribute to society in a way that we've never seen before, because they have the large scale. You can donate large compute to say research projects. So you starting to see, uh, from Teresa's team, the bubbling up of these new shared experiences around technology for the betterment of society. I think that sequencing was one, the renewable energy project. Another one, again, they're investing in women owned businesses and underrepresented minorities, and at small, medium size businesses to fund them, we saw a guy launching stuff in space that can create, you know, synthetic satellites. So you can look through clouds. This is new. I mean, this is interesting. >>It is interesting. And it actually, to your point is impactful at every level across the globe, going from when they talked about we farm creating this network of small scale of farmers, connectivity was their biggest problem. And now there's over a million. I'm sure that number it's probably even bigger. I've connected farmers due to AWS. You talked about also it's the cord 19 search, which is the expansion of their open research dataset. COVID open research data set that is only possible because of cloud computing and AWS hundreds of thousands of assets in there. Um, 200 plus open data sets for genomic research. She talked about how that's been at the of some of the things that we've seen go on so quickly with operation work speed, uh, with respect to the vaccine. So a lot of acceleration when we know public sector kind of traditionally not necessarily fast movers, but of course, as we've all said, a number of times recently necessity is the mother of invention and the speed element and the connectivity element were things that really spoke loudly to me with what Teresa said today, about the importance of extracting value from data. >>You know, when I talked to Andy Jassy and he talked about this in his keynote, the digital transformation is on full display. And the necessity being the mother of invention is a great phrase, the system and sticking because you can't hide. I mean, you have to deliver these services in the public sector, or, you know, people's lives are going to be impacted in certainly this there's death involved, right? So you have that and then you've got education. I mean, people want to see that changed quicker. There's always been conscious, Oh, education has got to be re-imagined well, guess what? There's no school open. So we got to re-imagine it now. So you get a lot of pressure, unprecedented demand. She said, Theresa said, three's a crosswind actually set onstage for education change. Um, so that's huge. Right? And then the other thing that she mentioned, I think that's going to be a big focus. >>It's not as, um, you know, headline news oriented is this whole jobs training piece. Um, that's a huge deal because the, the tsunami that hits so fast on this digital transformation, because the COVID, we're going to have a post COVID era of rapid acceleration of new skills. So people gotta get trained. So this ain't going to be the boring training programs, the guy who get kind of get better. So I think you're going to see some innovation Lisa, around how people think about delivering and constructing training programs to be much more real world thinking outside the box, you're going to start to see new things. Otherwise it's just going to be too slowly, the training right now. It's just, you know, sign up for the courseware and get a certification. Yeah, you got to do those things, but how can you get sort of cases done faster? How do you get people with the skills in their hands and virtual hands, if you will, to stand up more cloud, more AI, the pressure's there. So we can, that's going to be a huge thing to watch. >>Okay. The pressure is there. You're right. And a need is there. She talked about a lot of the demand that their customers are driving for some of the services and the education services as well that they're offering. But I'd like to point about upskilling focusing on the people, not just the people, but also the diversity inclusion. And we all know how impactful thought diversity is. So their, their dedication, their in their focus there, and also her recommendation to be bold. And I think in the education, respect was really critical. There is no time like now to move digital transformation. If education systems aren't there, then you know, it's a huge challenge and it impacts every person, every element of every family. So what they're able to do there, by focusing on the people and enabling folks to get trained faster, more resources online can only be a good, you know, Theresa >>Has always, um, has her own flare to style to her. She's incredible business woman and have such respect for her. She's been so successful. Um, but she always sends her presentations with the, kind of the, the kind of her to dues. Um, and you kind of pointed that out. So just review them with you. And I want to get your reaction. Number one, she said, you got to re-imagine and enable a digital, a digitally enabled business. Number two, identify data has an realized value and then increase your diversity. And she pointed to avis.training. Um, and that's kind of her kind of get out there and do those things so digitally enabled business, get that unrealized day to get it into work and increase your diversity. And then she had had a big party every year just said, instead of a party go out and do a random act of kindness act. So, yeah, typical, three's a flare, you know, she kind of ended it with a random act of kindness, but, but her bold vision, those are practical, uh, mandates. What's your reaction to, to that? >>I bold vision. I absolutely 100% I think right now is the time that no business can afford to be hiding under the covers. We have to be, they have to be very thoughtful and very prescriptive, but be bold. There's so much opportunity right now. We're seeing a ton of invention and innovation, John, that we've seen over the last nine months. There's a lot of COVID catalysts that we've been talking about on the cube that are really fantastic. So I think that recommendation to set a bold vision is absolutely imperative, not easy to achieve, but I think right now more than ever, it could really be what sets apart, the winners and losers of tomorrow. >>Yeah. I love it. I just say that on this final note, um, cloud and AI is really in play cloud-scale machine learning, which essentially feeds AI is all about data compute going down to the chip level, AI and software and data is critical for cloud. So really awesome keynote again, leadership session by Teresa Carlson, and there's a whole site of content available. Checkout the cube page, click down on the main page. You'll see that description. You'll see a link to the re:Invent page and check on public sector. A lot of great content. Lisa final question for us to kind of close out this keynote leadership session analysis here on all sector day. I want to get your take on, um, the interviews you've done with the Amazon folks and partners and customers. What are the themes that have been boiling out of those? What have you have been hearing? What's your take and observation of the common pattern? >>You know, given the fact that we haven't all been able to be together at my last cube event in person was reinvent 2019. And we're so used to having, you know, three, four days of wall-to-wall coverage, two sides, being able to have those close personal conversations with our guests this year really did a phenomenal job of recreating that same experience, digitally there's tremendous amount of innovation happening. I think that was the one thing that really jumped out at me, the speed with which it's happening, how so many different types businesses have pivoted, not once, but again and again, and again, as times are changing and how even I yesterday I interviewed Boone, supersonic CEO, some of the things that they're facilitating to get commercial supersonic flight back that fully cloud and AI machine learning can do that. There was no stoppage of innovation this year. In fact, that actually got faster. And I think that was a resounding theme and a lot of positivity from the guests. >>You know, the cue, his business was to go to events and extract the signal from the noise. Guess what? There's no physical events. We have the cube virtual. We have pivoted. We are now in our eighth, ninth month of cube virtual. It's been a new model. We've gotten more interviews, more people can just click into the cube virtual. We have more virtual sets, the Cuban virtualized Lisa. Although I miss them in real life as a whole new ballgame for us, >>It is a whole new ball game. And it also provides a lot of opportunities for businesses to get their messaging out and connect and engage with their audience, which is important. >>Well, I miss real life. I miss everybody out there. I wish we could be there in person. Uh, the world will stay hybrid. I think with virtual, I think this has been a great format. There's been some great benefits, but we want to be in person. I want you on the desk with us. So, and all the folks out there I wish we could see. And then we'll see you next year. Thanks everyone for watching the key. This is our keynote analysis and leadership analysis of the worldwide public sector. Teresa Carlson, Kenya. I'm John from Lisa Martin. Thanks for watching.

>>Locke from Las Vegas. It's the cube covering AWS reinvent 2019 brought to you by Amazon web services and along with its ecosystem partners. >>Well, welcome back to the cube live here in Las Vegas for AWS reinvent 2019 it's the cubes seventh year, eighth year of reinvent. We've been there almost from the beginning. I'm John ferry with Dave Volante extracting the signal from the noise. The two great guests here chew senior leaders, VMware, auntie that were Sanjay Poonan, COO of VMware cube alumni, Mike Clayville, vice president of worldwide commercial sales and business development for AWS guys. You're the senior leaders out on the field making things happen. I got to say the AWS VMware relationship, which we covered a couple of years ago when Gelsinger and Jassy were doing the little love Fest, they're in San Francisco. A lot of people were skeptical. This show here, we're hearing things like, that's my Superbowl moment. Things are working great. Cloud is scaling, so congratulations and welcome to the cube. Good to see you. Thank you. Yeah. All right, so let's get to the relationship. >>Talk about you guys' relationship and how it's morphed into such a success. We're hearing great feedback. The numbers on the research at day's been digging into shows. Customer spend is up. Is that the wave of cloud? Is that the integration? Sanjay, what's going on? Give us, gives you up to, Oh, I think we're delighted. You know Mike obviously and I have been friends for years. He's had some connections with VMware in his past that certainly helped in setting up this partnerships. So we're grateful to Mike and Andy and the team for that and it's, you know, two and a half to three years now since we announced it. Tremendous amount of customer interest. Listen, you know we said at the beginning of this, when you take sort of the King of the public cloud and the King, the private cloud together and don't force customers to say these have to be separate doors, you're going to do them both together. >>Customers liked that message and what we've been really doing over the course of the last 1218 months is perfecting use cases for this platform. I think to us, the key word is migrations. Cloud migrations. When people are moving their workloads off an app off VMware vSphere or cloud foundation, we want this to be the best place for it to land. We are McCloud in AWS for migration opportunity and anything short of that refactoring app would we, you know, not something that would be a good use of people's time and money because they should be then modernizing with all the wonderful services that Amazon's built, one they've migrated. So we've really perfected our message in the course of the last six, 12 months to two M's, migrate and modernize, migrate and modernize. So we could migrate you into this Avenue and then modernize with a set of container and other services. So that messes working. We put on stage at VMworld and there are many of them here, two big Amazon customers, VMware cloud, Amazon, Freddie Mac and IHS market. And they were telling our tens of thousands customers at those shows and similarly many of them here, that that's the best option to be able to do things. >>Yeah, it's great. It's great by the way, because it's a frictionless migration, right? So you've got a platform that same code base working on pram, same cloud based and cloud creating a seamless integration between the two platforms. We're finding customers very in enthralled by that. I say they say they love that because it's less disruptive for them. Yeah. But at the same time they say, but eventually I want to change my operating model to really drive profits to my bottom line. So could you talk a little bit about what that journey looks like? And I'm really interested in longer term Sanjay, how you play in that. I look Mike, sorry. So the first thing I'd say that one of the real reasons I love it is because they've got a big investment today and that investment is in skills. That investment is in operational processes. That investment is in licensing and all of that comes along with them on their journey. Whether it's a migration journey or a migration to modernize journey, it's working. So when you're talking about the bottom line, like you are, this is a great play for that bottom line. >>Yeah, I know. And I'd say, listen, from our perspective, we want to take a Freddie Mac. When they spoke at VMworld, they have I think 800 applications, 50 of whom are SAS and the other 750 are custom built, deep Lee virtualized and they're going to move all of them over the course of the next 12 months. I fell off my chair when I, when I heard how fast they planned to do it. IHS market has very a variety of very spread accounts and Amazon. Now we're going to help them move a lot of their workloads there. Once they're there, we want them to then use the tools that Amazon's bill. I'll give you two examples, maybe some of their backup tools into S3 CloudWatch some of their analytical monitoring types of tools. So there's going to be, and then of course AI database services and the best place once you've moved it there is to make sure that that migrated stack is stable. >>You have the best of the VMware tools, V center, V motion, all you know and the best of the Amazon tools. So when people start to see this, I think the myth of Sarah's saying refactor and replatform that application, which is in essence like taking a home. Okay. And having to destroy the home and completely rebuild it. Right? And that's just a meal, a waste of money and time when you could migrate it and then modernize it. So we just need to get that story well understood. Get our, you know, I, I mean Amazon probably has a few million customers. We have a half a million customers. If all of those customers can hear the story and beginning their journey with us, I think we will tip this in a way. Starting >>to tip, to get the, back to the point of your question as well. Look, our two companies have been engineering these solutions together deeply. So this just isn't a paper arbiters. Yeah. This is an engineering partnership that started years ago and what that means is as customers migrate to a beam ware on AWS, now they have access to over 175 AWS services, can it, right. Significant native access to a broad range of services that they can continue to innovate, identify new business models and it all seamlessly integrates back into a single platform. >>Yeah. One of the things I always said when I talked to Andy and Amazon folks is that the competitive advantage of the businesses scale and also the new announcements that come in. So one of the things we heard yesterday from a customer, uh, one of your joint customers was, you know, I asked him about outpost, which you guys now are going to ship in 2020, which was announced you already got native outpost, general availability. He goes, look it, we'd love VMware. We could probably look at VMware and kind of poke at things, maybe do things differently. But frankly I don't want to have to rearchitect my stack because I want the data science stuff from studio a Sage maker studio because the demand for the business results is coming in from the new capabilities. So this seems to be the trend where the migration is just lift and shifts, keep the operational flow going, foundation and the business value over the top is whatever you guys can bring in from an NSX and then the apps. Is this something that you're hearing more of? Because this points to all of us, the discussion around the platform is irrelevant because the business value is coming in from the data. Yeah. What, how do you guys react to that? Is that something that you're hearing? >>Well, the first thing I would say is the, you know, the pundents will tell you that by 2020 90% of customers will be in a hybrid model. So you know, the migration is, you talk about is in play and, and arguably 2020 will be the year of the most migrations in history if those pendants are correct. Right. And so that gets a lot of customers in the mode of being able to leverage a BMC and then be able to take advantage of all the, you know, the extensive amount of data services we have available. But if you ask me, where do you know, what are the, what are the big reasons driving the migration? It's traditional economics, right? It's, I'm, I don't need to be a capital expense heavy organization anymore. Why do I have to build data centers? Why do I have to extend data centers? Why am I building, why am I buying air conditioning that's not differentiating my business? Right? All of those things are creating drivers for this migration. Now as you begin the migration, that's when you begin to see, wow, imagine the simplicity of the same code base, same operational processes. I don't have to retrain a bunch of people just moving it right onto the cloud and now let me really dig in to the new services available from AWS. Look for those new business. >>I suppose having that focus of differentiation and VMware and saying, let's keep it and expand it to the edge and do things like that. And yeah, absolutely. I mean, listen, I think they had Cerner yesterday on stage and I think it was interesting to hear the CEO, they're talking about three verbs, migrated, modernize, and innovate. I mean that's the thing thing. So I think when you, when you start to see that becoming a very active dialogue, not just from CEOs but from CEOs and boards that are saying, listen, you know, part of the reason we want to move to the cloud is an increase our bruiser agility. It's not just a cost reduction. Yeah. I mean I don't need to have 80 data centers have, I could have half a zero a one or two so that I get, but beyond cost, if we can kind of get agility going faster. >>And for many of these folks, I think when I sit down in their customer advisory councils, when I, when we are advising them, they're all trying to serve their customers better, get data to become sort of the oil of their ability to make decisions better and AI and analytics sort of help in that area. And then of course, getting more efficient in lowering costs and risks. And I think when you're doing it, the scale that both of us have experienced doing, we understand data centers really well. We've software defined them for 20 years. These guys understand cloud probably better than anybody else. When we bring that sort of scale together and as Mike pointed out, a deeply engineered solution, we have a, we have a significant R and D investment in this and we're doing that jointly with them. When I often sit down in our joint QPRs, I joke about it with Mike and Andy and others, I sometimes forget, is that a VMware person speaking or an Amazon person because there's finishing each other's sentences. So there's a lot of that joint trust they've built and we just now have to keep showing that this is a solution that's innovating every three months because you're running on monthly and quarterly cycles and get large customers. I mean to us now, it's less so about the noise of getting everybody on stage. It's much more of a showing customer attraction. >>So I wonder if we could talk about one of the other big problems in the industry. Mikey talked about deep engineering and you guys are, you know, you're never done right, but you've solved that problem or solving that problem of making it easy for customers, VM-ware customers to run in the cloud. There's another big problem it could be concerned about customers is security and there seems to be somewhat of a dissonance. And I wonder if you could share with us maybe some of the thinking around this. So Steven Schmidt for instance, who is Amazon CSO says, Hey, the state of security in the cloud is, is great. And it is, it's, you know, you don't have a lot of technical debt coming in to the game. Pat Gelsinger is saying, Hey, you know, security, the state of security in my world is broken. So what's the conversation with you guys in terms of addressing that big concern on the minds of CEOs? And >>yeah, I'll start and they might feel free to add them. Thomas, I mean we've talked to Steve, we're like Steve, he's a very, he's a, he's an innovator and a thought leader in security. We're coming at it from a place that's complimentary to some of the point of views of, of Amazon. Um, and I shared this at our last VM world discussion. When we look at the, the, the control points of security where traditional security spent network, endpoint, identity, cloud and analytics, those are five, four control points where a lot of security is spent inside the $50 billion security market. We picked two that we're going to do really well. The network and endpoint NSX has been doing really well there. Now granted a bunch of that is on prem. It's replacing or complimenting Cisco, Palo Alto, checkpoint fire, a flash for a railroad bed, F five NetScaler spent. >>And now that business 13,000 customers in has become a 40, 50% of its security use cases. The network we just acquired, carbon black aide runs on the Amazon platform. It runs, uh, a next gen endpoint security. That's, you know, an evolution from the old world of Symantec, McAfee, you know, and there were only two vendors doing this at scale carbon black and CrowdStrike, we built, we built, we bought the better one. So when you put those together and collect a significant amount of telemetry from that, we think we could do something highly differentiated and security. So VMware, his goal and to the extent that Amazon or others are doing things in security that compliment our view of it, we'll build on it, right? Whether it's identity and access tools, whether it's load balancers, whether it's security, event management capabilities. >>Well we're in, we're integrating those two into the security in the cloud, which makes it seamless security, which is critical. >>Goal would be, listen, when we go and when we talked about this is what we're doing, security, we go to Mike and Andy and Steve and said, listen, this is our ambitions and security. We don't view Amazon as a competitor. And that's why he's very much complimented. They'll will be on the fringes. They have a load balancer. We now have a cloud. But that's okay. But that's the bigger part. If they were going off for endpoint security, as we be competitive there, if they were going up in network secure, but they're not. So I think when we share our intents, which we do very openly, we have open kimono sessions. He, this is where we are, this is where we're going. That's what we, and we go deep in that >>trust luck, but this is a historic partnership. This is not a partnership that I've seen anywhere in the industry in my 35 years. This is something that's at the next level and I think you'll look back, history will look back at this partnership and and recognize that its impact on cloud is going to be substantial. >>You hope you guys deserve a lot of credit and again, the critics were critical of the announcement. We were obviously favor, we saw the vision, but I think what surprised me most is that the spend numbers reflect is you guys clarified your cloud play with this move. The customers saluted it 100% they were on board and the numbers are showing it, but as Andy and you guys go to the next level, I got to get your thoughts on this trend of transformation. We have two means. We started in the cube this week. One was if you take the T out of cloud native, it's cloud naive. And the other one is what I said in my post about being reborn in the cloud. So you've got born in the cloud, startups and growth and enterprises were becoming reborn, okay? In the cloud, which means they're transforming. >>So as that trillions of dollars that are coming into the migration, you look at the numbers, there's only 20% of it spend in cloud. Roughly give or take. You're talking about trillions of dollars of new money. You guys are the commercial guys. Hey look, it's still day one for the cloud. It's still day one. I agree. You have a lot of people who might not make the migration, might die of starvation. Okay? As they move to the new model, you guys are out there have to take and you're going to go get that cash. What are you guys seeing? Cause this is a big trillions and trillions of dollars are on the table. You started Mike off. Well look. So, >>you know, uh, Sanjay talked about you see these customers and how enthusiastic they are about the opportunity here, right? And, and Freddie Mac's a great example of 100 million lines of code, and I've got to get out of three data centers in 24 months. Bam, they're out in 10, 10 months, 10 months, right? Um, 100 million lines of code over hundreds of, of applications done in 10 months. Now imagine the rest that the company can do now that they got that behind him, right? And that's what we're seeing is this partnership enables our customers to get a bunch done very economically, much faster, and now they can get onto the other things that they need to do. >>Yeah. And I'd build on that. Listen, you know, we track about a trillion dollars of it spend. And if you add up all of the cloud spend today, it's probably a, I mean, Amazon and Salesforce are probably the biggest in infrastructure and apps. It's probably 150 billion in total cloud spend, maybe 200 billion. So that's 15 to 20% of the total it spend, which is massive, but it's still as, as my points, that's early innings is that 20% it's probably going to become 50% at some point soon, right? If you look at the pace at which the cloud companies are growing, so the key question is, is going to go as 150 billion, the 1 trillion total number is going to grow, but probably a little bit faster and GDP most every 5% max, who's going to go grab that 150 Boone as it goes from 150 billion to 500 billion and the on premise spend slows down. >>Right? Um, I think that, you know, I think Amazon is very well positioned and from our perspective at VMware, we have a, you know, 10 $11 billion business. We're trying to tilt this increasingly more cloud. We announced our earnings call, 13% of it now is hybrid cloud and SAS, that 13% should become 2025 50. They are a pure cloud company. 100% of their businesses is cloud. We're in that transition. But why are we in that transition? Because we see that 150 billion of it spend likely becoming 500 billion. And if we don't get it somebody else's well hybrids, are we a tailwind for you guys? Because outpost is actually a statement that says hybrid at the edge. Now the data centers an edge, you've got edge. What is an edge? So cloud operations is now the standard and we, I mean, we actually coined the term hybrid six years ago and everyone could five, six years ago and everyone really laughed at us and now I think it's being validated. So it's, it's very gratifying now that Amazon has a similar vision to hybrid as us. Uh, we believe both the VMware cloud on Amazon outpost and BMR cloud running on outpost, we're very committed to that joint vision. >>Yeah. You're talking about the spending data and you know, VMware yet another revenue hit. I was pretty consistent in that and that standpoint. But if you look at the spending data, virtually every sort of traditional company with very few exceptions is you're seeing a share shift to the cloud. VMware is an exception. It didn't use to be that way a couple of years ago, but you're embracing the cloud really changed and became, you may cloud a tailwind right now to headwind. >>I think this partnership helped in that area and you put it right, right. Everything in life is either an opportunity or a threat. I think, and I've talked about it in your show before, cloud and containers were a significant threat. When I joined Amazon, sorry, when I was partners with Amazon, I joined VMware six years ago. I asked Pat and I said, listen, I think the threats to VMR, Amazon and Docker in 2013 now Docker is a whole different story. Kubernetes took their head out. Uh, but to our credit we joined credit, we partnered here and I think from our perspective, see, we at VMware aren't able to do a complete pivot like Adobe did to say burn the boats on, on premise and completely shift everything. SAS. Why? Because customers still want NSX on prem. Customers still want our HCI product on prem. People are still buying vSphere on prem. >>So we've got this more delicate balance of starting to shift and on-prem business. The aircraft carrier, you know at the time, 5,000,000,005, six years ago now, 11 billion to something that's a blend of on prem and cloud. While the cloud part grows a lot faster, that 13% of revenue we announced our earnings call is growing 40% yeah. So we can keep that growing foster and foster while the on-prem business is not decaying, it's still growing but not growing at the same pace, plus changing its end, make that transition a few years from now to being a lot more of a cloud company. >>The other thing you're seeing in the spending data, I wonder if you could comment is, you know, digital initiatives really started in earnest, let's say 2016 and people were doing a lot of experimentation. They were throwing everything for the new stuff against the wall. And what we're seeing now is they're narrowing the new and they were keeping the legacy stuff around because they were sort of running in parallel to hedge their bets. What we're seeing now is less experimentation in the new, and they're starting to unplug some of the older stuff. What they're not unplugging is cloud and they're hanging on to VMware and we're seeing, you know, spending levels revert to pre 2018 levels. I wonder what you guys are seeing at the macro. >>Well, the first thing I would say is I see experimentation continuing to accelerate, right? All of the new functionality that we bring out every day. Everybody's excuse, you're the sandbox for us. It's very invigorating because we love people to experiment and, uh, and we, you know, a lot of those experiments turned into amazing new startups as an example. And, or a bunch of those experiments turned into major new project projects in our, in our big, uh, enterprises. So we're continuing to see a real push towards experimentation and driving agility into the business. I don't know. Yeah, >>no, I, well, Mike, I'd agree. I mean, listen, we in some senses, uh, we have a very good strong, you know, on-premise business and when we see a really innovative company that's in the order of 33 35%, that's already 35 three 35 billion growing in the forties 30 to 40% I mean that's incredible. When we see companies like Salesforce and Adobe that are giant SAS companies approaching, you know, 10 1115 20 billion growing 2020 5% I think that infrastructure is a service and SAS business for us are trailblazers of where this cloud is headed now, these, the biggest companies in infrastructure and in SAS and we follow that. Now we have to then navigate to say, listen, the growth rates and the spending is going to be reflected by cloud spend that's heavily spending on there. And the way in which the on premise world is what spending, we have a bunch of hardware companies, we work very closely. >>We're watching how that spending is, is playing OD, whether it's Cisco, whether it's HP, whether it's Lenovo, Dell and others. And then of course we've got VM. We're sitting right in between and I think what we're trying to manage as you got a whole world of on-prem driven primarily by hardware companies. You've got a bunch of these cloud new companies, Amazon, Salesforce, Adobe, and we have a right in the middle saying, okay, listen, we want to be dragged by both while many of our customers still want some on prem. It's a delicate balance, but there's no, um, I mean we are very clear within VMware. We want to be led by a cloud first policy wherever we can. I'll give you an example. Workspace one, manage these devices. We want a company five years ago named AirWatch, why did we buy them versus somebody else? >>It was cloud. It was cloud-first that business now and use a computing has stilted itself to be primarily cloud-based, very subscription-based. It was on premise VDI at the time Mike was at the company six, seven years ago. It's become now completely cloud based on the back of a workspace one, you know, kind of thing. So that's how we're thinking about it. The new acquisitions we've done, whether it's carbon black, whether it's Velo club, it's CloudHealth. They're all cloud-based. Well, you guys made a good bet on cloud operations. That's the real shift. The cloud operation model is right in your wheelhouse. You guys have operators, VMware, you guys have cloud operations everywhere now edge with outpost. Congratulations. I want to say, Sanjay, it's been a great journey with you. You've been with the cube all 10 years. All seven years. We've been actually the 10 year anniversary. >>We've been documenting the history. Wow. The historic moments like you guys together writing AWS, really appreciate it. and of course that was good to see more action coming. Cloud 2.0 next gen. Cloud competition controversies. I mean what? You can't ask for a better movie here. John. Dave, I'm going to, we're going to bring mugs next time. Okay. We're going to have mugs.. I'm John for Dave a lot. They saw Jay Poon and Mike Clayville, the leaders, senior leaders of AWS and VMware out with their customers here on the queue. This is our AWS Intel set in the middle of the floor here at reinvent 2019 our seventh year. Thanks for watching more coverage day two of the queue. We'll be right back.