>> Announcer: "theCUBE" presents HPE Discover 2022, brought to you by HPE. >> Greetings from Las Vegas, everyone. Lisa Martin, here with Dave Vellante. We are live at HPE Discover 2022 with about 8,000 folks here at The Sands Expo Convention Center. First HPE Discover in three years, everyone jammed in that keynote room, it was standing in only. Dave and I have a couple of exciting guests we're proud to introduce you to. Please, welcome back to "theCUBE," John Schultz, the EVP and general counsel of HPE. Great to have you back here. And Kay Firth-Butterfield, the head of AI and machine learning at the World Economic Forum. Kay, thank you so much for joining us. >> Thank you. It's an absolute pleasure. >> Isn't it great to be back in person? >> Fantastic. >> John, we were saying that. >> Fantastic. >> Last time you were on "theCUBE", it was Cube Virtual. Now, here we are back. A lot of news this morning, a lot's going on. The Edge to Cloud Conferences is the theme this year. In today's Edge to Cloud world, so much data being generated at the edge, it's just going to keep proliferating. AI plays a key role in helping to synthesize that, analyze large volumes of data. Can you start by talking about the differences of the two? The synergies, what you see? >> Yeah. Absolutely. And again, it is great to be back with the two of you, and great to be with Kay, who is a leading light in the world of AI, and particularly, AI responsibility. And so, we're going to talk a little bit about that. But really, this synergistic effect between data and AI, is as tight as they come. Really, data is just the raw materials by which we drive actionable insight. And at the end of the day, it's really about insights, and that speed to insight to make the difference. AI is really what is powering our ability to take vast amounts of data. Amounts of data that we'd never conceived of, being able to process before and bring it together into actionable insights. And it's simplest form, right? AI is simply making computers do what humans used to do, but the power of computing, what you heard about frontier on the main stage today, allows us to use technology to solve problems so complex that it would take humans millions of years to do it. So, this relationship between data and AI, it's incredibly tight. You need the right raw materials. You need the right engine, that is the AI, and then you will generate insights that could really change the world. >> So, Kay, there's a data point from the World Economic Forum which really caught my attention. It says the 15.7 billion of GDP growth is going to be a result of AI by 2030, 15.7 billion added. That includes the dilutive effects where we're replacing humans with machines. What is driving this in this incremental growth? >> Well, I think obviously, it's the access to the huge amounts of data that John pointed out. But one of the things that we have to remember about, AI is that actually, AI is pretty dumb unless you give it nice, clean, organized data. And so, it's not just all data, but it's data that has been through a process that enables the AI to gain insights from it. And so, what is it? It's the compute power, the ever increasing compute power. So, in the past, we would never have thought that we could use some of the new things that we're seeing in machine learning, so even deep learning. It's only been about for a small length of time, but it's really with the compute power, with the amount of data, being able to put AI on steroids, for luck of a better analogy. And I think it's also that we are now in business, and society, being able to see some of the benefits that can be generated from AI. Listening to Oakridge talk about the medical science advances that we can create for human beings, that's extraordinary. But we're also seeing that across business. >> That's why I was going to add. As impressive as those economic figures are in terms of what value it could add from a pure financial perspective? It's really the problems that could be solved. If you think about some of the things that happened in the pandemic, and what virtual experience allowed with a phone or with a tablet to check in with a doctor who was going to curate your COVID test, right? When they invented the iPhone, nobody thought that was going to be the use. AI has that same promise, but really on a macro global scale, some of the biggest problems we're trying to solve. So, huge opportunity, but as we're going to talk about a little later, huge risk for it to be misused if it's not guided and aimed in the right direction. >> Absolutely. >> That's okay. Maybe talk about that? >> Well, I was just going to come back about some of the benefits. California has been over the last 10 years trying to reduce emissions. One wildfire, absolutely wiped out all that good work over 10 years. But with AI, we've been developing an application that allows us to say, "Tomorrow, at this location, you will have a wildfire. So, please send your services to that location." That's the power of artificial intelligence to really help with things like climate change. >> Absolutely. >> Is that a probability model that's running somewhere? >> Yeah. Absolutely >> So, I wanted to ask you, but a lot of AI today, is modeling that's done, and the edge, you mentioned the iPhone, with all this power and new processors. AI inferencing at the edge in real time making real time decisions. So, one example is predicting, the other is there's actually something going on in this place. What do you see there? >> Yeah, so, I mean, yes we are using a predictive tool to ingest the data on weather, and all these other factors in order to say, "Please put your services here tomorrow at this time." But maybe you want to talk about the next edge. >> Yeah. Yeah. Well, and I think it's not just grabbing the data to do some predictive modeling. It's now creating that end-to-end value chain where the actions are being taken in real time based on the information that's being processed, especially out at the edge. So, you're ending up, not just with predictive modeling, but it's actually transferring into actual action on the ground that's happening... You know, we like to say automagically. So, to the point where you can be making real time changes based on information that continues to make you smarter and smarter. So, it's not just a group of people taking the inputs out of a model and figuring out, okay now what am I going to do with it? The system end-to-end, allows it to happen in a way that drives a time to value that is beyond anything we've seen in the pas- >> In every industry? >> In every industry. >> Absolutely, and that's something we learned during the pandemic, one of the many things. Access to real time data to actually glean those insights that can be acted on, is no longer a nice to have. >> No. >> For companies in any industry they've got to have that now, they've got to use it as their competitive advantage. Where do you see when you're talking with customers, John? Where are they in that capability and leveraging AI on steroids, as I said? >> Yeah. I think it varies. I mean, certainly I think as you look in the medical field, et cetera, I mean, I think they've been very comfortable, and that continues to up. The use cases are so numerous there, that in some ways we've only scratched the surface, I think. But there's a high degree of acceptance, and people see the promise. Manufacturing's another area where automation and relying on some form of what used to be kind of analog intelligence, people are very comfortable with. I would say candidly, I would say the public sector and government is the furthest behind. It may be used for intelligence purposes, and things like that, but in terms of advancing overall, the common good, I think we're trailing behind there. So, that's why things like the partnership with Oak Ridge National Laboratory, and some of the other things we're seeing. That's why organizations like the World Economic Forum are so important, because we've got to make sure that this isn't just a private sector piece, It's not just about commercialization, and finding that next cost savings. It really should be about, how do you solve the world's biggest problems and do in a way that's smarter than we've ever been able to do it before? >> It's interesting, you say public sectors is behind because in some respects, they're really advanced, but they're not sharing that because it's secretive. >> Yeah. >> Right? >> That's very fair. >> Yeah. So, Kay, the other interesting stat, was that by 2023 this is like next year, 6.8 trillion will be spent on digital transformation. So, there's this intersection of data. I mean, to me, digital is data. But a lot of it was sort of, we always talk about the acceleration 'cause of the pandemic. If you weren't a digital business you were out of business, and people sort of rushed, I call it the force-march to digital. And now, are people stepping back and saying, "Okay, what can we actually do?" And maybe being more planful? Maybe you could talk about the sort of that roadmap? >> Sure. I think that that's true. And whilst I agree with John, we also see a lot of small... A lot of companies that are really only at proof of value for AI at the moment. So, we need to ensure that everybody, we take everybody, not just the governments, but everybody with us. And one of the things I'm often asked, is if you're a small or medium-sized enterprise, how can you begin to use AI at scale? And I think that's one of the exciting things about building a platform. >> That's right. >> And enabling people to use that. I think that there is also, the fact that we need to take everybody with us on this adventure because AI is so important. And it's not just important in the way it's currently being used. But if we think about these new frontier technologies like Metaverse, for example. What's the Metaverse except an application of AI? But if we don't take everybody on the journey now, then when we are using applications in the Metaverse, or building applications in the Metaverse what happens at that point? >> Think about if only certain groups of people or certain companies had access to wifi, or had access to cellular, or had access to a phone, right? The advantage and the inequality would be manifest, right? We have to think of AI and super computing in the same way, because they are going to be these raw ingredients that are going to drive the future. And if they are not, if there isn't some level of AI equality, I think the potential negative consequences of that, are incredibly high, especially in the developing world. >> Talk about it from a responsibility perspective? Getting everybody on board is challenging from a cultural standpoint, but organizations have to do it as you both articulated. But then every time we talk about AI, we've got to talk about it's used responsibly. Kay, what are your thoughts there? What are you seeing out in the field? >> Yeah, absolutely. And I started working in this in about 2014 when there were maybe a handful of us. What's exciting for me, is that now you hear it on people's lips, much more. But we still got a long way to go. We still got that understanding to happen in companies that although you might, for example, be a drug discovery company, you are probably using AI not just in drug discovery but in a number of backroom operations such as human resources, for example. We know the use of AI and human resources is very problematic. And is about to be legislated against, or at least be set up as a high risk problem use of AI by the E.U. So, across the E.U, we know what happened with GDPR that it became something that lots and lots of countries used, and we expect the AI Act to also become used in that way. So, what you need, is you need not only for companies to understand that they are gradually becoming AI companies, but also that as part of that transformation, it's taking your workers with you. It's helping them understand that AI won't actually take their jobs, it will merely help them with reskilling or working better in what they do. And they think it's also in actually helping the board to understand. We know lots of boards that don't have any clue about AI. And then, the whole of the C-suite and the trickle all down, and understanding that at the end, you've got tools, you've got data, and you've got people, and they all need to be working together to create that functional, responsible AI layer. >> When we think about it, really, when we think about responsible AI, really think about at least three pillars, right? The first off, is that privacy aspect. It's really that data ingestion part, which is respecting the privacy of the individuals, and making sure that you're collecting only the data you should be collecting to feed into your AI mechanism, right? The second, is that inclusivity and equality aspect. We've got to make sure that the actions that are coming out, the insights were generate, driving, really are inclusive. And that goes back to the right data sets. It goes back to the integrity in the algorithm. And then, you need to make sure that your AI is both human and humane. We have to make sure we don't take that human factor out and lose that connection to what really creates our shared humanity. Some of that's transparency, et cetera. I think all of those sound great. We've had some really interesting discussions about in practice, how challenging that's going to be, given the sophistication of this technology. >> When you say transparency, you're talking about the machine made a decision. I have to see how, understand how the machine made a decision. >> Algorithmic transparency. Go ahead. >> Algorithmic transparency. And the United States is actually at the moment considering something which is called the Algorithmic Accountability Act. And so, there is a movement to particularly where somebody's livelihood is affected. Say, for example, whether you get a job, and it was the algorithm that did the pre-selection in the human resources area. So, did you get a job? No, you didn't get that job. Why didn't you get that job? Why did the algorithm- >> A mortgage would be another? >> A mortgage would be another thing. And John was talking about the data, and the way that the algorithms are created. And I think, one great example, is lots of algorithms are currently created by young men under 20. They are not necessarily representative of your target audience for that algorithm. And unless you create some diversity around that group of developers, you're going to create a product that's less than optimal. So, responsible AI, isn't just about being responsible and having a social conscience, and doing things, but in a human-centered way, it's also about your bottom line as well. >> It took us a long time to recognize the kind of the shared interest we have in climate change. And the fact that the things that are happening one part of the world, can't be divorced from the impact across the the globe. When you think about AI, and the ability to create algorithms, and engage in insights, that could happen in one part of the world, and then be transferred out, not withstanding the fact, that most other countries have said, "We wouldn't do it this way, or we would require accountability. You can see the risk." It's what we call the race to the bottom. If you think about some of the things that have happened over the time in the industrial world. Often, businesses flock to those places with the least amount of safeguards that allow them to go the fastest, regardless of the collateral damage. I think we feel that same risk exists today with AI. >> So, much more we could talk about, guys, unfortunately, we are out of time. But it's so amazing to hear where we are with AI, where companies need to be. And it's the tip of the iceberg. You're very exciting. >> Yes. >> Kay and John, thank you so much for joining Dave and me. >> Thank you. >> Thank you. >> Thank you. >> It's a pleasure. >> We want to thank you for watching this segment. Lisa Martin, with Dave Vellante for our guests. We are live at HPE Discover '22. We'll be back with our next guest in just a minute. (bright upbeat music)

>>The cube presents HPE discover 2022 brought to you by HPE. >>Hey everyone. Welcome back to the Cube's day one coverage of HPE discover 22 live from the Venetian in Las Vegas. I got a power panel here, Lisa Martin, with Dave Valante, John furrier, Holger Mueller also joins us. We are gonna wrap this, like you've never seen a rap before guys. Lot of momentum today, lot, lot of excitement, about 8,000 or so customers, partners, HPE leaders here. Holger. Let's go ahead and start with you. What are some of the things that you heard felt saw observed today on day one? >>Yeah, it's great to be back in person. Right? 8,000 people events are rare. Uh, I'm not sure. Have you been to more than 8,000? <laugh> yeah, yeah. Okay. This year, this year. I mean, historically, yes, but, um, >>Snowflake was 10. Yeah. >>So, oh, wow. Okay. So 8,000 was my, >>Cisco was, they said 15, >>But is my, my 8,000, my record, I let us down with 7,000 kind of like, but it's in the Florida swarm. It's not nicely. Like, and there's >>Usually what SFI, there's usually >>20, 20, 30, 40, 50. I remember 50 in the nineties. Right. That was a different time. But yeah. Interesting. Yeah. Interesting what people do and it depends how much time there is to come. Right. And know that it happens. Right. But yeah, no, I think it's interesting. We, we had a good two analyst track today. Um, interesting. Like HPE is kind of like back not being your grandfather's HPE to a certain point. One of the key stats. I know Dave always for the stats, right. Is what I found really interesting that over two third of GreenLake revenue is software and services. Now a love to know how much of that services, how much of that software. But I mean, I, I, I, provocate some, one to ones, the HP executives saying, Hey, you're a hardware company. Right. And they didn't even come back. Right. But Antonio said, no, two thirds is, uh, software and services. Right. That's interesting. They passed the one exabyte, uh, being managed, uh, as a, as a hallmark. Right. I was surprised only 120,000 users if I had to remember the number. Right, right. So that doesn't seem a terrible high amount of number of users. Right. So, but that's, that's, that's promising. >>So what software is in there, cuz it's gotta be mostly services. >>Right? Well it's the 70 plus cloud services, right. That everybody's talking about where the added eight of them shockingly back up and recovery, I thought that was done at launch. Right. >>Still who >>Keep recycling storage and you back. But now it's real. Yeah. >>But the company who knows the enterprise, right. HPE, what I've been doing before with no backup and recovery GreenLake. So that was kind of like, okay, we really want to do this now and nearly, and then say like, oh, by the way, we've been doing this all the time. Yeah. >>Oh, what's your take on the installed base of HP. We had that conversation, the, uh, kickoff or on who's their target, what's the target audience environment look like. It certainly is changing. Right? If it's software and services, GreenLake is resonating. Yeah. Um, ecosystems responding. What's their customers cuz managed services are up too Kubernetes, all the managed services what's what's it like what's their it transformation base look like >>Much of it is of course install base, right? The trusted 20, 30 plus year old HP customer. Who's keeping doing stuff of HP. Right. And call it GreenLake. They've been for so many name changes. It doesn't really matter. And it's kind of like nice that you get the consume pain only what you consume. Right. I get the cloud broad to me then the general markets, of course, people who still need to run stuff on premises. Right. And there's three reasons of doing this performance, right. Because we know the speed of light is relative. If you're in the Southern hemisphere and even your email servers in Northern hemisphere, it takes a moment for your email to arrive. It's a very different user experience. Um, local legislation for data, residency privacy. And then, I mean Charles Phillips who we all know, right. Former president of uh, info nicely always said, Hey, if the CIOs over 50, I don't have to sell qu. Right. So there is not invented. I'm not gonna do cloud here. And now I've kind of like clouded with something like HP GreenLake. That's the customers. And then of course procurement is a big friend, right? Yeah. Because when you do hardware refresh, right. You have to have two or three competitors who are the two or three competitors left. Right. There's Dell. Yeah. And then maybe Lenovo. Right? So, so like a >>Little bit channels, the strength, the procurement physicians of strength, of course install base question. Do you think they have a Microsoft opportunity where, what 365 was Microsoft had office before 365, but they brought in the cloud and then everything changed. Does HP have that same opportunity with kind of the GreenLake, you know, model with their existing stuff. >>It has a GreenLake opportunity, but there's not much software left. It's a very different situation like Microsoft. Right? So, uh, which green, which HP could bring along to say, now run it with us better in the cloud because they've been selling much of it. Most of it, of their software portfolio, which they bought as an HP in the past. Right. So I don't see that happening so much, but GreenLake as a platform itself course interesting because enterprise need a modern container based platform. >>I want, I want to double click on this a little bit because the way I see it is HP is going to its installed base. I think you guys are right on say, this is how we're doing business now. Yeah. You know, come on along. But my sense is, some customers don't want to do the consumption model. There are actually some customers that say, Hey, of course I got, I don't have a cash port problem. I wanna pay for it up front and leave me alone. >>I've been doing this since 50 years. Nice. As I changed it, now <laugh> two know >>Money's wants to do it. And I don't wanna rent because rental's more expensive and blah, blah, blah. So do you see that in the customer base that, that some are pushing back? >>Of course, look, I have a German accent, right? So I go there regularly and uh, the Germans are like worried about doing anything in the cloud. And if you go to a board in Germany and say, Hey, we can pay our usual hardware, refresh, CapEx as usual, or should we bug consumption? And they might know what we are running. <laugh> so not whole, no offense against the Germans out. The German parts are there, but many of them will say, Hey, so this is change with COVID. Right. Which is super interesting. Right? So the, the traditional boards non-technical have been hearing about this cloud variable cost OPEX to CapEx and all of a sudden there's so much CapEx, right. Office buildings, which are not being used truck fleets. So there's a whole new sensitivity by traditional non-technical boards towards CapEx, which now the light bulb went on and say, oh, that's the cloud thing about also. So we have to find a way to get our cost structure, to ramp up and ramp down as our business might be ramping up through COVID through now inflation fears, recession, fears, and so on. >>So, okay. HP's, HP's made the statement that anything you can do in the cloud you can do in GreenLake. Yes. And I've said you can't run on snowflake. You can't run Mongo Atlas, you can't run data bricks, but that's okay. That's fine. Let's be, I think they're talking about, there's >>A short list of things. I think they're talking about the, their >>Stuff, their, >>The operating experience. So we've got single sign on through a URL, right. Uh, you've got, you know, some level of consistency in terms of policy. It's unclear exactly what that is. You've got storage backup. Dr. What, some other services, seven other services. If you had to sort of take your best guess as to where HP is now and peg it toward where Amazon was in which year? >>20 14, 20 14. >>Yeah. Where they had their first conference or the second we invent here with 3000 people and they were thinking, Hey, we're big. Yeah. >>Yeah. And I think GreenLake is the building blocks. So they quite that's the >>Building. Right? I mean similar. >>Okay. Well, I mean they had E C, Q and S3 and SQS, right. That was the core. And then the rest of those services were, I mean, base stock was one of that first came in behind and >>In fairness, the industry has advanced since then, Kubernetes is further along. And so HPE can take advantage of that. But in terms of just the basic platform, I, I would agree. I think it's >>Well, I mean, I think, I mean the software, question's a big one. I wanna bring up because the question is, is that software is getting the world. Hardware is really software scales, everything, data, the edge story. I love their story. I think HP story is wonderful Aruba, you know, hybrid cloud, good story, edge edge. But if you look under the covers, it's weak, right? It's like, it's not software. They don't have enough software juice, but the ecosystem opportunity to me is where you plug and play. So HP knows that game. But if you look historically over the past 25 years, HP now HPE, they understand plug and play interoperability. So the question is, can they thread the needle >>Right. >>Between filling the gaps on the software? Yeah. With partners, >>Can they get the partners? Right. And which have been long, long time. Right. For a long time, HP has been the number one platform under ICP, right? Same thing. You get certified for running this. Right. I know from my own history, uh, I joined Oracle last century and the big thing was, let's get your eBusiness suite certified on HP. Right? Like as if somebody would buy H Oracle work for them, right. This 20 years ago, server >>The original exit data was HP. Oracle. >>Exactly. Exactly. So there's this thinking that's there. But I think the key thing is we know that all modern forget about the hardware form in the platforms, right? All modern software has to move to containers and snowflake runs in containers. You mentioned that, right? Yeah. If customers force snowflake and HPE to the table, right, there will be a way to make it work. Right. And which will help HPE to be the partner open part will bring the software. >>I, I think it's, I think that's an opportunity because that changes the game and agility and speed. If HP plays their differentiation, right. Which we asked on their opening segment, what's their differentiation. They got size scale channel, >>What to the enterprise. And then the big benefit is this workload portability thing. Right? You understand what is run in the public cloud? I need to run it local. For whatever reason, performance, local residency of data. I can move that. There that's the big benefit to the ISVs, the sales vendors as well. >>But they have to have a stronger data platform story in my that's right. Opinion. I mean, you can run Oracle and HPE, but there's no reason they shouldn't be able to do a deal with, with snowflake. I mean, we saw it with Dell. Yep. We saw it with, with, with pure and I, if our HPE I'd be saying, Hey, because the way the snowflake deal worked, you probably know this is your reading data into the cloud. The compute actually occurs in the cloud viral HB going snowflake saying we can separate compute and storage. Right. And we have GreenLake. We have on demand. Why don't we run the compute on-prem and make it a full class, first class citizen, right. For all of our customers data. And that would be really innovative. And I think Mongo would be another, they've got OnPrem. >>And the question is, how many, how many snowflake customers are telling snowflake? Can I run you on premise? And how much defo open years will they hear from that? Right? This is >>Why would they deal Dell? That >>Deal though, with that, they did a deal. >>I think they did that deal because the customer came to them and said, you don't exactly that deal. We're gonna spend the >>Snowflake >>Customers think crazy things happen, right? Even, even put an Oracle database in a Microsoft Azure data center, right. Would off who, what as >>Possible snowflake, >>Oracle. So on, Aw, the >>Snow, the snowflakes in the world have to make a decision. Dave on, is it all snowflake all the time? Because what the reality is, and I think, again, this comes back down to the, the track that HP could go up or down is gonna be about software. Open source is now the software industry. There's no such thing as proprietary software, in my opinion, relatively speaking, cloud scale and integrated, integrated integration software is proprietary. The workflows are proprietary. So if they can get that right with the partners, I would focus on that. I think they can tap open source, look at Amazon with open source. They sucked it up and they integrated it in. No, no. So integration is the deal, not >>Software first, but Snowflake's made the call. You were there, Lisa. They basically saying it's we have, you have to be in snowflake in order to get the governance and the scalability, all that other wonderful stuff. Oh, but we we'll do Apache iceberg. We'll we'll open it up. We'll do Python. Yeah. >>But you can't do it data clean room unless you are in snowflake. Exactly. Snowflake on snowflake. >>Exactly. >>But got it. Isn't that? What you heard from AWS all the time till they came out outposts, right? I mean, snowflake is a market leader for what they're doing. Right. So that they want to change their platform. I mean, kudos to them. They don't need to change the platform. They will be the last to change their platform to a ne to anything on premises. Right. But I think the trend already shows that it's going that way. >>Well, if you look at outpost is an signal, Dave, the success of outpost launched what four years ago, they announced it. >>What >>EKS is beating, what outpost is doing. Outpost is there. There's not a lot of buzz and talk to the insiders and the open source community, uh, EKS and containers. To your point mm-hmm <affirmative> is moving faster on, I won't say commodity hardware, but like could be white box or HP, Dell, whatever it's gonna be that scale differentiation and the edge story is, is a good one. And I think with what we're seeing in the market now it's the industrial edge. The back office was gen one cloud back office data center. Now it's hybrid. The focus will be industrial edge machine learning and AI, and they have it here. And there's some, some early conversations with, uh, I heard it from, uh, this morning, you guys interviewed, uh, uh, John Schultz, right? With the world economic 4k birth Butterfield. She was amazing. And then you had Justin bring up a Hoar, bring up quantum. Yes. That is a differentiator. >>HP. >>Yes. Yeah. You, they have the computing shops. They had the R and D can they bring it to the table >>As, as HPC, right. To what they Schultz for of uh, the frontier system. Right. So very impressed. >>So the ecosystem is the key for them is because that's how they're gonna fill the gaps. They can't, they can't only, >>They could, they could high HPC edge piece. I wouldn't count 'em out of that game yet. If you co-locate a box, I'll use the word box, particularly at a telco tower. That's a data center. Yep. Right. If done properly. Yep. So, you know, what outpost was supposed to do actually is a hybrid opportunity. Aruba >>Gives them a unique, >>But the key thing is right. It's a yin and yang, right? It's the ecosystem it's partners to bring those software workload. Absolutely. Right. But HPE has to keep the platform attractive enough. Right. And the key thing there is that you have this workload capability thing that you can bring things, which you've built yourself. I mean, look at the telcos right. Network function, visualization, thousands of man, years into these projects. Right. So if I can't bring it to your edge box, no, I'm not trying to get to your Xbox. Right. >>Hold I gotta ask you since in the Dave too, since you guys both here and Lisa, you know, I said on the opening, they have serious customers and those customers have serious problems, cyber security, ransomware. So yeah. I teach transformation now. Industrial transformation machine learning, check, check, check. Oh, sounds good. But at the end of the day, their customers have some serious problems. Right? Cyber, this is, this is high stakes poker. Yeah. What do you think HP's position for in the security? You mentioned containers, you got all this stuff, you got open source, supply chain, you have to left supply chain issues. What is their position with security? Cuz that's the big one. >>I, I think they have to have a mature attitude that customers expect from HPE. Right? I don't have to educate HP on security. So they have to have the partner offerings again. We're back at the ecosystem to have what probably you have. So bring your own security apart from what they have to have out of the box to do business with them. This is why the shocker this morning was back up in recovery coming. <laugh> it's kind like important for that. Right? Well >>That's, that's, that's more ransomware and the >>More skeleton skeletons in the closet there, which customers should check of course. But I think the expectations HP understands that and brings it along either from partner or natively. >>I, I think it's, I think it's services. I think point next is the point of integration for their security. That's why two thirds is software and services. A lot of that is services, right? You know, you need security, we'll help you get there. We people trust HP >>Here, but we have nothing against point next or any professional service. They're all hardworking. But if I will have to rely on humans for my cyber security strategy on a daily level, I'm getting gray hair and I little gray hair >>Red. Okay. I that's, >>But >>I think, but I do think that's the camera strategy. I mean, I'm sure there's a lot of that stuff that's beginning to be designed in, but I, my guess is a lot of it is services. >>Well, you got the Aruba. Part of the booth was packed. Aruba's there. You mentioned that earlier. Is that good enough? Because the word zero trust is kicked around a lot. On one hand, on the other hand, other conversations, it's all about trust. So supply chain and software is trusting trust, trust and verified. So you got this whole mentality of perimeter gone mentality. It's zero trust. And if you've got software trust, interesting thoughts there, how do you reconcile zero trust? And then I need trust. What's what's you? What are you seeing older on that? Because I ask people all the time, they're like, uh, I'm zero trust or is it trust? >>Yeah. The middle ground. Right? Trusted. The meantime people are man manipulating what's happening in your runtime containers. Right? So, uh, drift control is a new password there that you check what's in your runtime containers, which supposedly impenetrable, but people finding ways to hack them. So we'll see this cat and mouse game going on all the time. Yeah. Yeah. There's always gonna be the need for being in a secure, good environment from that perspective. Absolutely. But the key is edge has to be more than Aruba, right? If yeah. HV goes away and says, oh yeah, we can manage your edge with our Aruba devices. That's not enough. It's the virtual probability. And you said the important thing before it's about the data, right? Because the dirty secret of containers is yeah, I move the code, but what enterprise code works without data, right? You can't say as enterprise, okay, we're done for the day check tomorrow. We didn't persist your data, auditor customer. We don't have your data anymore. So filling a way to transport the data. And there just one last thought, right? They have a super interesting asset. They want break lands for the venerable map R right. Which wrote their own storage drivers and gives you the chance to potentially do something in that area, which I'm personally excited about. But we'll see what happens. >>I mean, I think the holy grail is can I, can I put my data into a cloud who's ever, you know, call it a super cloud and can I, is it secure? Is it governed? Can I share it and be confident that it's discoverable and that the, the person I give it to has the right to use it. Yeah. And, and it's the correct data. There's not like a zillion copies running. That's the holy grail. And I, I think the answer today is no, you can, you can do that maybe inside of AWS or maybe inside of Azure, look maybe certainly inside of snowflake, can you do that inside a GreenLake? Well, you probably can inside a GreenLake, but then when you put it into the cloud, is it cross cloud? Is it really out to the edge? And that's where it starts to break down, but that's where the work is to be done. That's >>The one Exide is in there already. Right. So men being men. Yeah. >>But okay. But it it's in there. Yeah. Okay. What do you do with it? Can you share that data? What can you actually automate governance? Right? Uh, is that data discoverable? Are there multiple copies of that data? What's the, you know, master copy. Here's >>A question. You guys, here's a question for you guys analyst, what do you think the psychology is of the CIO or CSO when HP comes into town with GreenLake, uh, and they say, what's your relationship with the hyperscalers? Cause I'm a CIO. I got my environment. I might be CapEx centric or Hey, I'm open model. Open-minded to an operating model. Every one of these enterprises has a cloud relationship. Yeah. Yeah. What's the dynamic. What do you think the psychology is of the CIO when they're rationalizing their, their trajectory, their architecture, cloud, native scale integration with HPE GreenLake or >>HP service. I think she or he hears defensiveness from HPE. I think she hears HPE or he hears HPE coming in and saying, you don't need to go to the cloud. You know, you could keep it right here. I, I don't think that's the right posture. I think it should be. We are your cloud. And we can manage whether it's OnPrem hybrid in AWS, Azure, Google, across those clouds. And we have an edge story that should be the vision that they put forth. That's the super cloud vision, but I don't hear it >>From these guys. What do you think psycho, do you agree with that? >>I'm totally to make, sorry to be boring, but I totally agree with, uh, Dave on that. Right? So the, the, the multi-cloud capability from a trusted large company has worked for anybody up and down the stack. Right? You can look historically for, uh, past layers with cloud Foundry, right? It's history vulnerable. You can look for DevOps of Hashi coop. You can look for database with MongoDB right now. So if HPE provides that data access, right, with all the problems of data gravity and egres cost and the workability, they will be doing really, really well, but we need to hear it more, right. We didn't hear much software today in the keynote. Right. >>Do they have a competitive offering vis-a-vis or Azure? >>The question is, will it be an HPE offering or will, or the software platform, one of the offerings and you as customer can plug and play, right. Will software be a differentiator for HP, right. And will be close, proprietary to the point to again, be open enough for it, or will they get that R and D format that, or will they just say, okay, ES MES here on the side, your choice, and you can use OpenShift or whatever, we don't matter. That's >>The, that's the key question. That's the key question. Is it because it is a competitive strategy? Is it highly differentiated? Oracle is a highly differentiated strategy, right? Is Dell highly differentiated? Eh, Dell differentiates based on its breadth. What? >>Right. Well, let's try for the control plane too. Dell wants to be an, >>Their, their vision is differentiated. Okay. But their execution today is not >>High. All right. Let me throw, let me throw this out at you then. I'm I'm, I'm sorry. I'm I'm HPE. I wanna be the glue layer. Is that, does that fly? >>What >>Do you mean? The group glue layer? I'll I wanna be, you can do Amazon, but I wanna be the glue layer between the clouds and our GreenLake will. >>What's the, what's the incremental value that, that glue provides, >>Provides comfort and reliability and control for the single pane of glass for AWS >>And comes back to the data. In my opinion. Yeah. >>There, there there's glue levels on the data level. Yeah. And there's glue levels on API level. Right. And there's different vendors in the different spaces. Right. Um, I think HPE will want to play on the data side. We heard lots of data stuff. We >>Hear that, >>But we have to see it. Exactly. >>Yeah. But it's, it's lacking today. And so, Hey, you know, you guys know better than I APIs can be fragile and they can be, there's a lot of diversity in terms of the quality of APIs and the documentation, how they work, how mature they are, what, how, what kind of performance they can provide and recoverability. And so just saying, oh wow. We are living the API economy. You know, the it's gonna take time to brew, chime in here. Hi. >><laugh> oh, so guys, you've all been covering HPE for a long time. You know, when Antonio stood up on stage three years ago and said by 2022, and here we are, we're gonna be delivering everything as a service. He's saying we've, we've done it, but, and we're a new company. Do you guys agree with that? >>Definitely. >>I, yes. Yes. With the caveat, I think, yes. The COVID pandemic slowed them down a lot because, um, that gave a tailwind to the hyperscalers, um, because of the, the force of massive O under forecasting working at home. I mean, everyone I talked to was like, no one forecasted a hundred percent work at home, the, um, the CapEx investments. So I think that was an opportunity that they'd be much farther along if there's no COVID people >>Thought it wasn't impossible. Yeah. But so we had the old work from home thing right. Where people trying to get people fired at IBM and Yahoo. Right. So I would've this question covering the HR side and my other hat on. Right. And I would ask CHS let's assume, because I didn't know about COVID shame on me. Right. I said, big California, earthquake breaks. Right. Nobody gets hurt, but all the buildings have to be retrofitted and checked for seism logic down. So everybody's working from home, ask CHS, what kind of productivity gap hit would you get by forcing everybody working from home with the office unsafe? So one, one gentleman, I won't know him, his name, he said 20% and the other one's going ha you're smoking. It's 40 50%. We need to be in the office. We need to meet it first night. And now we went for this exercise. Luckily not with the California. Right. Well, through the price of COVID and we've seen what it can do to, to productivity well, >>The productivity, but also the impact. So like with all the, um, stories we've done over two years, the people that want came out ahead were the ones that had good cloud action. They were already in the cloud. So I, I think they're definitely in different company in the sense of they, I give 'em a pass. I think they're definitely a new company and I'm not gonna judge 'em on. I think they're doing great. But I think pandemic definitely slowed 'em down that about >>It. So I have a different take on this. I think. So we've go back a little history. I mean, you' said this, I steal your line. Meg Whitman took one for the Silicon valley team. Right. She came in. I don't think she ever was excited that I, that you said, you said that, and I think you wrote >>Up, get tape on that one. She >>Had to figure out how do I deal with this mess? I have EDS. I got PC. >>She never should have spun off the PC, but >>Okay. But >>Me, >>Yeah, you can, you certainly could listen. Maybe, maybe Gerstner never should have gone all in on services and IBM would dominate something other than mainframes. They had think pads even for a while, but, but, but so she had that mess to deal with. She dealt with it and however, they dealt with it, Antonio came in, he, he, and he said, all right, we're gonna focus the company. And we're gonna focus the mission on not the machine. Remember those yeah. Presentations, but you just make your eyes glaze over. We're going all in on Azure service >>And edge. He was all on. >>We're gonna build our own cloud. We acquired Aruba. He made some acquisitions in HPC to help differentiate. Yep. And they are definitely a much more focused company now. And unfortunately I wish Antonio would CEO in 2015, cuz that's really when this should have started. >>Yeah. And then, and if you remember back then, Dave, we were interviewing Docker with DevOps teams. They had composability, they were on hybrid really early. I think they might have even coined the term hybrid before VMware tri-state credit for it. But they were first on hybrid. They had DevOps, they had infrastructure risk code. >>HPE had an HP had an awesome cloud team. Yeah. But, and then, and then they tried to go public cloud. Yeah. You know, and then, you know, just made them, I mean, it was just a mess. The focus >>Is there. I give them huge props. And I think, I think the GreenLake to me is exciting here because it's much better than it was two years ago. When, when we talked to, when we started, it's >>Starting to get real. >>It's, it's a real thing. And I think the, the tell will be partners. If they make that right, can pull their different >>Ecosystem, >>Their scale and their customers and fill the software gas with partners mm-hmm <affirmative> and then create that integration opportunity. It's gonna be a home run if they don't do that, they're gonna miss the operating, >>But they have to have their own to your point. They have to have their own software innovation. >>They have to good infrastructure ways to build applications. I don't wanna build with somebody else. I don't wanna take a Microsoft stack on open source stack. I'm not sure if it's gonna work with HP. So they have to have an app dev answer. I absolutely agree with that. And the, the big thing for the partners is, which is a good thing, right? Yep. HPE will not move into applications. Right? You don't have to have the fear of where Microsoft is with their vocal large. Right. If AWS kind of like comes up with APIs and manufacturing, right. Google the same thing with their vertical push. Right. So HPE will not have the CapEx, but >>Application, >>As I SV making them, the partner, the bonus of being able to on premise is an attractive >>Part. That's a great point. >>Hold. So that's an inflection point for next 12 months to watch what we see absolutely running on GreenLake. >>Yeah. And I think one of the things that came out of the, the last couple events this past year, and I'll bring this up, we'll table it and we'll watch it. And it's early in this, I think this is like even, not even the first inning, the machine learning AI impact to the industrial piece. I think we're gonna see a, a brand new era of accelerated digital transformation on the industrial physical world, back office, cloud data center, accounting, all the stuff. That's applications, the app, the real world from space to like robotics. I think that HP edge opportunity is gonna be visible and different. >>So guys, Antonio Neri is on tomorrow. This is only day one. If you can imagine this power panel on day one, can you imagine tomorrow? What is your last question for each of you? What is your, what, what question would you want to ask him tomorrow? Hold start with you. >>How is HPE winning in the long run? Because we know their on premise market will shrink, right? And they can out execute Dell. They can out execute Lenovo. They can out Cisco and get a bigger share of the shrinking market. But that's the long term strategy, right? So why should I buy HPE stock now and have a good return put in the, in the safe and forget about it and have a great return 20 years from now? What's the really long term strategy might be unfair because they, they ran in survival mode to a certain point out of the mass post equipment situation. But what is really the long term strategy? Is it more on the hardware side? Is it gonna go on the HPE, the frontier side? It's gonna be a DNA question, which I would ask Antonio. >>John, >>I would ask him what relative to the macro conditions relative to their customer base, I'd say, cuz the customers are the scoreboard. Can they create a value proposition with their, I use the Microsoft 365 example how they kind of went to the cloud. So my question would be Antonio, what is your core value proposition to CIOs out there who want to transform and take a step function, increase for value with HPE? Tell me that story. I wanna hear. And I don't want to hear, oh, we got a portfolio and no, what value are you enabling your customers to do? >>What and what should that value be? >>I think it's gonna be what we were kind of riffing on, which is you have to provide either what their product market fit needs are, which is, are you solving a problem? Is it a pain point is a growth driver. Uh, and what's the, what's that tailwind. And it's obviously we know at cloud we know edge. The story is great, but what's the value proposition. But by going with HPE, you get X, Y, and Z. If they can explain that clearly with real, so qualitative and quantitative data it's home >>Run. He had a great line of the analyst summit today where somebody asking questions, I'm just listening to the customer. So be ready for this Steve jobs photo, listening to the customer. You can't build something great listening to the customer. You'll be good for the next quarter. The next exponential >>Say, what are the customers saying? <laugh> >>So I would make an observation. And my question would, so my observation would be cloud is growing collectively at 35%. It's, you know, it's approaching 200 billion with a big, big four. If you include Alibaba, IBM has actually said, Hey, we're gonna gr they've promised 6% growth. Uh, Cisco I think is at eight or 9% growth. Dow's growing in double digits. Antonio and HPE have promised three to 4% growth. So what do you have to do to actually accelerate growth? Because three to 4%, my view, not enough to answer Holger's question is why should I buy HPE stock? Well, >>If they have product, if they have customer and there's demand and traction to me, that's going to drive the growth numbers. And I think the weak side of the forecast means that they don't have that fit yet. >>Yeah. So what has to happen for them to get above five, 6% growth? >>That's what we're gonna analyze. I mean, I, I mean, I don't have an answer for that. I wish I had a better answer. I'd tell them <laugh> but I feel, it feels, it feels like, you know, HP has an opportunity to say here's the new HPE. Yeah. Okay. And this is what we stand for. And here's the one thing that we're going to do that consistently drives value for you, the customer. And that's gonna have to come into some, either architectural cloud shift or a data thing, or we are your store for blank. >>All of the above. >>I guess the other question is, would, would you know, he won't answer a rude question, would suspending things like dividends and stock buybacks and putting it into R and D. I would definitely, if you have confidence in the market and you know what to do, why wouldn't you just accelerate R and D and put the money there? IBM, since 2007, IBM spent is the last stat. And I'm looking go in 2007, IBM way, outspent, Google, and Amazon and R and D and, and CapEx two, by the way. Yep. Subsequent to that, they've spent, I believe it's the numbers close to 200 billion on stock buyback and dividends. They could have owned cloud. And so look at this business, the technology business by and large is driven by innovation. Yeah. And so how do you innovate if >>You have I'm buying, I'm buying HP because they're reliable high quality and they have the outcomes that I want. Oh, >>Buy their products and services. I'm not sure I'd buy the stock. Yeah. >>Yeah. But she has to answer ultimately, because a public company. Right. So >>Right. It's this job. Yeah. >>Never a dull moment with the three of you around <laugh> guys. Thank you so much for sharing your insights, your, an analysis from day one. I can't imagine what day two is gonna bring tomorrow. Debut and I are gonna be anchoring here. We've got a jam packed day, lots going on, hearing from the ecosystem from leadership. As we mentioned, Antonio is gonna be Tony >>Alma Russo. I'm dying. Dr. >>EDMA as well as on the CTO gonna be another action pack day. I'm excited for it, guys. Thanks so much for sharing your insights and for letting me join this power panel. >>Great. Great to be here. >>Power panel plus me. All right. For Holger, John and Dave, I'm Lisa, you're watching the cube our day one coverage of HPE discover wraps right now. Don't go anywhere, cuz we'll see you tomorrow for day two, live from Vegas, have a good night.

>> Illustrator: From around the globe, it's the cube with digital coverage of PagerDuty summit 2020. Brought to you by pagerduty. >> Welcome to the cubes coverage of PagerDuty Summit 2020, the virtual edition. I'm Lisa Martin, and I'm pleased to welcome the Senior Vice President of Product for PagerDuty. Jonathan Rendy. Jonathan, welcome back to the cube. Thank you, Lisa. It's great to be here. So this is our virtual cube, virtual summit 2020. But one of the things that I know from talking with Jennifer yesterday 6is that this is the opportunity to reach way more people because there's, you know, no travel restrictions and budget and things like that. But one of the things that is quite impressive is that you're going to be in your keynote talking about a lot of changes and enhancements to the products the biggest release in pagerduty's History During COVID-19 really impressive. Talk to us about why this is such an exciting time. >> Well, it's it's exciting for a lot of reasons. And great to be here, although I'm getting so tired of working from home these days. But be that as it may, yeah, we we do have the biggest set of releases and investments and innovation that we're unleashing in the history of the company, which in these times is is no small feat. I want to thank all the teams have done a wonderful job. But we're using our summit event, as you know, to to talk about that to bring that out to discuss and we have some very high profile speakers coming. Joining us at the event. We have Andy Jassy, we have Eric Diwan, Stewart Butterfield and more. So it'll be a fantastic event, for executives and for practitioners alike. So sharing what we're doing new with all of this, these leaders joining us is going to be a great thing. >> One of the things that's become so critical in the last six months is digital services. And I think so many of us don't realize or don't think about the folks under, I don't want to say under the hood, but behind the scenes really, that are critical for you mentioned, the CEOs of AWS and zoom, and Slack, which are all essential. I mean, zoom is a household name, right? My mom even uses zoom, she's 75 that's pretty cool. But all of the criticality under the hood to ensure that these services continue because we're all now even more dependent on them than we ever have been before. >> Yeah, it's really interesting, I was thinking about this the other day, there were so many casual services that we all relied on, you know, pre March pre February, that now have become just mission critical and, and to everything that we do professionally and personally. And to your point, whether you're working out at home with, you know, your peloton, or whether you're in the two dimensional world with zoom all the time, we just expect all these services to be up and running and be available for us. And behind all those services that we expect to be there is a an amazing amount of complexity and dependencies. And behind all those complexity and dependencies our people and and that's a big part of what PagerDuty focuses on which is engaging people on the right issues at the right time. And of course, allowing them not just to be engaged but complete the work work, major issues, unexpected work, unplanned work, and complete all that in when moments and seconds and microseconds matters. So Pedro duty has a unique place in that whole ecosystem of what's considered crucial and critical now. >> We'll we've been hearing the term essential workers for since March right and thinking of them in a traditional sense of doctors and nurses and firemen and obviously grocery workers and, and deliver companies. But looking at it from pages through your lens, it's this the whole like digital frontline, the DevOps folks, the IT folks, the customer support folks who are really on the front lines of helping that brand be protected. Now it's, you know, the fact that everything is real time that now is now more important than ever is never been more important. So talk to us about sort of this switch to this digital default and what that means for operations. >> Yeah, as we were just saying, to your point, it's never been the services have never been more important and more essential to everything that we do. So it just makes perfect sense that all of the individuals who are responsible for building and delivering and supporting those services are essential. Now also and as a part of that we talk a lot about going from what everybody knows as DevOps to digital ops. And while it may sound like a marketing phrase, words matter, and it really means going from being responsive to being proactive and predictive. And that's so important for these individuals. To get ahead of this, we've seen super interesting data, when we look at our platform where there 13,000 customers of how life has changed for all of those customers and those half a million users of our platform today, pre COVID. And now that we're in the middle of this with, again, reflecting how important services are the increased use of those, and then the rise in issues. And what's the great news is that individuals and companies using the platform are actually getting better at addressing them than they were pre COVID. So with the bad news, there's, there's good news, too. >> I agree, there are always silver linings, I was looking at my notes here. And one of the things when PagerDuty evaluated your platform, and as we mentioned over 13,000 customers, during COVID, seeing an increase in traffic and demand for digital services, more than a 38% increase in incidence compared to the prior period. But you also talked about how the big impact that pager duty is helping your customers make and resolving those incidents faster. And I guess maybe sorting through the noise, and a better more automated way. >> Exactly. And a lot of it has to do with what we've been doing. And then another piece is our new releases. And so again, we've looked at our data to your point. And we've seen this over a third rise, in the number of issues, that organizations are running into across the board. And with our new releases, we're able to reduce interruptions by over 65%. So it's great news that again, with with the rising use and the rise in interruptions and people having to context switch from what they're doing to you know, firefight and jump in the middle one and collaborate across organizations that there's light on the horizon, the light at the end of the tunnel, I should say, and then things are going to get better. And our new releases are going to help in a big way. >> Okay, I'm assuming you have a crystal ball, which is great. So I'm going to be looking for some more predictions, but talking to your customers. And you know, I can imagine now there's more noise. You mentioned this switch from DevOps to digital ops and this now this digital default that I know, Jennifer has talked about, and it's this probably going to be one of the things that that shapes the winners and the losers of tomorrow in every industry. But tell me a little bit about how you're helping how you're using, you know, the traditional buzzwords, AI, machine learning, and putting them really effectively to work so that it's now not just a buzzword that companies in any industry should be thinking about, but it's actually machine learning is going to be critical to sorting through this increased volume of data and helping resolve incidents faster to not just, you know, prevent customer churn, but also to make sure that your folks on the digital front lines aren't burned out. >> Well, with the transition that we were talking about before, you know, everybody realizes that they have to be all in now, there's no, we're migrating to the cloud. And there's reasons for that, moving from on prem systems to to the public cloud, in many ways, we've seen that massively accelerate. And with that comes and how the systems are, have to be built and managed and delivered there, you see this increasing complexity. And going back to what we were talking before, individuals are behind all of that complexity. And so it's so important that in our new releases, we really up the bar, we've really raised the game, so to speak on what we're doing to take advantage of our data that we capture. And also this increase in information that's coming in, we refer to it a lot of times as telemetry when you, you know, start to refactor and rebuild your systems in the public cloud, and you have all those dependencies and you have more information, more data flowing to you, which can translate to more interruptions. And very easy, It's very easy for organizations and teams to get overwhelmed by that. And so our new releases, focus on making sense of that we talked about the reduction in interruptions and the reduction in noise. But we've also focused equally, on helping folks with context with information when something goes south, when something is different than what a team expected. How do you fix that once you engage the right people, they're so big part of our releases also been about applying machine learning to add context to speed up fixing and resolving and finding the root cause of these issues in a big way. And we do that through a number of different ways in our in our products, in our PagerDuty platform, event intelligence, and also our analytics, again, to draw these relationships around service dependencies and our analytics, we've included a recommendation engine. So now we can show organizations and teams predict. If you make these changes, you will see these improvements. And this will be your returns and using our data combined with the data that's coming in, That's a big part of what the PagerDuty platform is all about. >> well that analytics piece is, critical as as the machine learning because the volumes of data are getting bigger and bigger and bigger such that it can't be can't depend on just humans. There's something that I'm curious about, too, is with the rise in incidents, how can PagerDuty help customers kind of sort through the noise and maybe Park things that might be able to be resolved on their own without having to escalate? >> It's a great question. And we do it through a couple of ways. One, we've applied machine learning so many times when, when interruptions when issues alerts come in, and they can look different, but they're all related to the same thing. So we're applying machine learning to better group and intelligently organize and group all of those informations into the singular incidents that really matter that you really need to pull teams together on which is important. The next thing we're doing is we're using machine learning to say, Hmm, okay, it looks like these, these issues, these incidents are happening on different services that teams own. And what we're also using the machine learning to do now is to show the dependencies between those services. So we often see situations where you can have a couple of teams in your organization, working on issues that are delivered to them, not knowing that they're related. And in some ways they can be working against each other. So having information to know that one issue is upstream. And the other issue is downstream allows one team to step forward and the other team to step back. And we're using our machine learning for that, to give that additional context and help pinpoint where the issues are. So it's the most effective use of these teams when they come in, Nothing's more frustrating by the way than being interrupted, whether it's the middle of the day or the middle of the night, only to find out that either you're being unproductive or you didn't need to be there in the first place. >> Oh, absolutely, yes. And I'm seeing some stats that people are the folks on the digital front lines are working an average of 10 hours more a week. And so many more of those interruptions are happening and when you'd like to be off on the weekends and the middle of the night. But one of the things that that you took context, absolutely critical, but also collaboration, different teams that need to be to your point, are we working on the same thing, and we don't know, the collaboration now that work is distributed is even more critical than ever? What are some of the things that you're hearing from customers about what PagerDuty is doing to facilitate that collaboration so that things just run much more smoothly, and the demanding consumer on the other end is satisfied? >> Well, to your point, one of the most critical things, since we're talking about not just a technology issue, we're talking about a people issue is communication, and collaborating. And that is so important, not only in general, but in these moments that matter. And so one of the things we've done in the new platform is we're introducing industry firsts, video war rooms, with our partners and customers zoom, as well as Microsoft Teams. And so we're also updating our slack integrations as well. But as we live in this two dimensional world, those responders, those teams that have to come together to fix issues with the single click of a button, now they can participate in those issues, in a video sense, in a video war room, but not just engage in that way. We've also added the ability to manage the issue through zoom through Microsoft Teams as a part of PagerDuty. So individual don't need to context switch from one product to another, they can do everything they need to do from from that world. So a big part of that collaboration and communication is all about the in the moment, you know, teams working together in those forums. But there's another side of communication collaboration in these major events. That's critical as well. And that has to do with what I always think of as the ripple effect. There's there are the teams working the issues. And then there are all the teams adjacent to that, whether they're business stakeholders, whether they're customer service teams, that also need to take action. They may not be fixing the issue, but they have to engage and they have worked to do they have actions they need to take equally, that are different. And so for those other organizations, it's we've increased the scalability of our stakeholder notification into the 10s of thousands. So those folks can keep in touch in tight alignment to what's happening to an issue being fixed, which, again, in today's world, this effect, affects everyone in an organization, not just the teams tasked with addressing the problems. >> Right. And of course, the demanding consumer on the other end isn't considering the fact that the customer support person that they're talking to might not have access to everything they need. And it's critical. It's business critical for any type of organization to understand that, even their customer support folks, and I shouldn't say even those guys and girls are on the digital front lines. And brand reputation hangs on the data that they have the context that they have, and their ability to resolve a customer issue because we were more demanding as consumers before COVID. And now I think even more than other because we're dependent on it. We're dependent on zoom, or dependent on Slack, we're dependent on Amazon and AWS, and so many other digital services. And we don't get what we want as consumers, right, we're going to go I'm going to go find someone else who's going to be able to respond to this in in one second, because I'm only going to give it a half a second. So last question, Jonathan for you so much announced this PagerDuty Summit 2020, unique in that way unique in the virtual asset. But what are some of the things that you see on the horizon, say, the next six months, because I'm pretty sure you have a crystal ball, let's open that up. >> Well, I see a couple of things. And while I never said that I'm Nostradamus, I see a couple of things. And one is that there is a material, seismic shift towards full service ownership. and so teams, and this was happening before as a part of DevOps. But when I was talking previously about moving to digital Ops, we're seeing large organizations have major initiatives around this notion of the frontline teams have to be empowered to work directly on these issues. And we always call that this phrase, full service ownership, which means you build it, you ship it, you own it. And that's both for development and IT organizations. And I think you brought up a really interesting point before, in this trend that I see happening and only accelerating, it's happening because people want to innovate faster. And those individuals, those teams, whether you're, again, in Dev, it Ops, or even in customer service, it's important that you're empowered to do this to help in that innovation. So I see that as the first seismic shift. And actually, as a part of that. The other big part of our announcements is where we're at summit, announcing PagerDuty for customer service. It's a curated product, just for customer service teams, because they're part of that big triangle with Dev and IT teams that they need to be in the loop, they need to be empowered with the same types of tools, they need to be able to act as a, essentially an incident commander, they have cases that come in, and they need to be able to engage the right individuals to provide that customer service to what you were saying before. And they need to have a direct link to everything that's happening in Dev and it so they can be proactive and get ahead of customer cases also. So again, to your question of, like, what do I see? I think that shift is brought on by people being all in, you know, with with their, their cloud migrations and refactoring. And then full service ownership being something that empowering individuals on the front lines, democratizing, you know, decision making and empowering those teams. I see that as the biggest shift happening overall. >> Excellent, Jonathan, thanks for sharing what you are unpacking at summit 20 and the opportunities that had a lot of silver linings. We appreciate your time. >> Thank you, Lisa. It's been a pleasure being here. >> For Jonathan Randy. I'm Lisa Martin. You're watching the cube (upbeat music)