Jay Snyder, Dell Technologies | Dell Technologies World 2019
>> Live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Good morning. Welcome to the Cubes coverage. Day three. Odell Technologies, World from Las Vegas. Lisa Martin With student Amanda We're pleased to welcome one of our alumni back to the key. We've got Jay Snyder with us SPP of global alliances, service providers and industries chaebol. Thank >> you so much for having me again. >> Our pleasure. So we have been talking for This is our third day of covering the lots of news, lots of technology conversations We know there's a big global Cartner summit. >> It's been fantastic, actually. >> Abd el Technologies World Thriving partner ecosystem Give us an overview of global alliances and some of the feedback from the last few days of the partners. So >> fantastic. Thank you again for having me. I'll tell you this. The feedback is off the chart eye. Don't even I've lost the ability to find new words to describe how excited are partners seem to be with the messaging that we've had here. But what's been consistent is best l technologies world ever and best global partners. Summer that we've ever had and I think the reason behind that is not just because we've done a great job presenting the content. It's because of the content, right. If you think about the partner ecosystem, it's interesting. We've always worked incredibly well with them and our partners love what we do in the products we make. But our messages have never been perfectly aligned. Think about the messages we have now on the main stage. We have four transformations and delivering outcomes and then we have multi cloud and the multi cloud strategy and then think about what the partners do. They deliver the strategy around designing and defining what a multi cloud architecture is going to look like and or being the providers that actually deliver it. Our messages are perfectly aligned, so they're so excited to see that there now at the epicenter of everything that we go and do, and the fact that I would say probably more exciting is our entire sales force is trained on those messages, understanding those messages and embracing those messages. So they're getting huge lift now from our cellars, as opposed to kind of. I wouldn't say we were never at conflict. But we're Maurin Parallel. And now we're really lock. Step. Well, does that make sense? >> It does, Jay. And and he brought up a really good point, you know? Congratulations. Glad to hear everybody's in lock step. Because I remember we talked about the transformation of the channel. Yeah, and I go back when converge infrastructure first rolled out. They're people. Oh, my gosh. I make millions of dollars racking it, Stacking, shoveling stuff. I need to shift Cloud that there was, you know, at VM wears partner Summit, you know, one of the executive V M. Where you know, every time Amazon winds, you know, we all lose. Sure. So helped us for today. You know, cloud big theme of the message. How Teo his partners fit into those environments. And how have they gotten to over the fear of cloud and to be fully embracing in executing a multi cloud? >> Maybe I should just context to about who my partners are, so that would be helpful. So we representing alliance is the largest global systems integrators. So think about firms like in HCL, Deloitte dating, censure. And I hate to leave anybody out, but there's eighteen of them. And then we represent the clouds of the cloud service provider ecosystem. So a couple of hundred cloud providers that actually do provide manage private clouds off from or public clouds. So they're super excited about the message because they fit in on both ends, right, As I was just describing right there, the ones that are really gonna have to deliver the strategy around what it's going to look like and how they're going to get their customers ask us all the time. Hey, I want to get to the cloud, but they don't really know what it means. So we have to ask them, What do you really trying to accomplish and why? Right, Once we understand that we can engage with these partners, and it's a perfect entree for them to go figure out, articulating design that architecture. And then last time I checked, we're actually not a cloud company, right? We have great products. We have great services. We've rate platforms, but we're not a cloud company, right? We don't provide those types of capabilities. So when you think about being able to leverage >> multi cloud and it started just clever, you're saying you're not a public cloud company because company Private Cloud absolutely se Eun apart >> from Private Cloud, right? But when we want to go off from and create that multi claude environment based on use case now all those partners fit into that play and they have the ability through the capabilities we just announced with Del Technologies clown tow leverage, those hyper scale er's. So where they used to see them as foe. They're now part of the solution, and they can deliver that solution through our new platform that we just brought to market. So again it gets back to we used to fight it. Now we're embracing it and leveraging it and delivered a comprehensive solution. >> So starting Monday, when Michael walked out on stage your hat with Jeff, the message over lying on, of course, with salt from Microsoft was collaboration integration. So really starting to see all the layers of Del technologies and its brands come together in a much more cohesive way than we've seen so far in terms of what the partners are now enabled to deliver. Some of the feedback on that is, do they feel that it's been made more simplified that has been made more streamlined, that it's opening up new market opportunities with, you know, the Del Technologies Cloud and some of the related announcements. >> So So it's a complicated question you're actually asking, because for years the partners have been saying We'd love to view you as a single company, right? That's kind of the missing ingredient to really a lot unlock the full potential. I think the first big piece big mover in this is the Del Technology Cloud platform. It's really the end, Stan, she ation of what Michael's been talking about for the last three years, which is I'm going to bring all this stuff together and create a force in the industry where we compete in the market together, not against one another. So we're seeing that so the partners are ecstatic right there, seeing the best of all the piece parts come together in that platform, and we've told him that's the first step. But we have been working with them for years to provide what I'LL call an umbrella effect across all the different companies to allow them to tap into all those resource is. So in some degree, we've been doing it already. We've been playing that multi cloud game and working cross strategically aligned business to bring those values to life. But now we put our money where our mouth is, and we have simplified the approach with the product and the platform to make it easier for them to go tomorrow. Way to have a little bit. We do have a little bit a ways to go, though. I want to be clear. >> So, yeah, and Jay really good points there because I I one article recently about hybrid cloud cut a lot of history with it and simplifying a piece of the overall puzzle. But as you said, those hyper scales fit into it. Sergeant Dellape, upstate eight of us, a strong partner on VM where you know, Google announcement. You know, just a few weeks ago, those s eyes that air your partner's There are some of the critical pieces because there's a lot of complexity out there and we need key partners to be a help us to do there. You know, the Del of Technology family is a piece of it, but those s eyes air really thie arms and legs that are going to go help all of the customers understand. Try to get their arms around and, you know, hopefully simplify. And what what I said is they need to turn from a bunch of point pieces in the new overall solution. They do that, help me drive innovation and drive by. Visit forward, not trying to manage all of the pieces >> We had talked about it yesterday. I mean, I D c. Says that sixty two percent of customers will have a multi cloud architecture. But for my partner Rico system, it's more interesting. You know that seventy percent of the customers are going to choose a provider to design, architect and manage that infrastructure. So if you think about that seven ten, customers will use one of those global systems integrators and or cloud service writers or, more likely both to deliver on their vision and their outcomes that they need to achieve to change their business models, which is again great for our business. >> How influential are your is your partner ecosystem in terms of some of the announces that we've heard this week? They're out feet on the street there, talking with customers about the challenges that they're having emerging trends. A. M L. What's that sort of center? Just a partner. Feedback loop like that helps Del Technologies, right thruster >> way Run partner advisory boards in each major theater multiple times a year, and these are the exact things we ask them. What tribe trends are you seeing? We map it against our product portfolio in our solutions to identify where there's gaps. Five g's a great example, right? We're looking at where the market's going happen. Have responsibility for a big chunk of our telco vertical as well within the company. So it's a hot topic and, you know, for a while we were. We were honestly lagging in this particular space. If I think back two years ago, we talked Telco, but we didn't walk Telco. We've made a lot of investments over the last two years to build a product business unit specifically around Telco solutions, and I'm proud to say, especially coming out of Mobile World Congress this year that we have arrived. We have incredible products solutions that really are exactly what are partners are looking for and our end user customers looking for. And it's an interesting dynamic because a lot of our partners, our customers. If you think about the telco community that's really gonna embrace and drive five G, we both sell to them and we sell through them. So we love the fact they'LL consume our underlying technology. But more importantly, I love the fact that we can use them as a route to market to expose hundreds thousands of customers to those capabilities in the broader scale. >> Yeah, J that the networking is such a critical component of that service fighter piece. So how much of that solution that you're talking about? Polls in some of the aspects from GM wear, you know, NSX, the SD win. Those pieces seem natural fit to help drive that overall solution. >> Yeah, I would actually tell you that my opinion is probably the first products that we brought to market that were really crossed Company cross collaboration. You know, even before we got to the Del Technologies cloud were exactly what you're talking about. Some of those networking asked it some security assets that vm where has integrated with some of our products server technology to build some integrated telco specific things for the core and the edge, which is really where they're operating specifically around the edge. Fellow cloud is going to be a huge piece of that SD. When we see the telcos, has a huge route to market again for that particular product and as a massive consumer of that particular product, we understand they have to cannibalize some of their own business. But it's the way the markets going. So the answer is yes. We're seeing great integration, great collaboration between our product business unit under cabin, Kevin Shots Camera in Telco and his V M or counterparts. And I think I said his name right there, too. >> Yeah, I had to interview him once, and absolutely nothing I'm getting that right was tough. You know, one of things always at the show is just the feedback that you get from from customers and from from your partners. So gives the mood, you know, Where are they? What are some of, you know, key opportunities, challenges? What? What's top of mind issues for? >> I'm telling you like I can't make this up. The mood is off the chart, right? They've said consistently best sessions ever. I was talking to one particular partner last night. I won't say his name, but he's worked in this industry for thirty years. He's worked for major companies ASAP. Adobe, Microsoft. This is his first time Adele Technologies world working as a partner of ours, he said. Hands down. This is the best partner driven partner content partner event I've ever seen in the industry. So excited about the focus Del Technologies has as a company on our ecosystem and the types of conversations we're having to actually not just sell to us, but sell through us, right? We're really, I think we've really worked hard to view our partners not as customers, but truly as partners. It's all about the business. We build together, not about the business we do together. If that makes sense, right >> well, that trust trusting relationship is absolutely table stakes. It is for an organization. It sounds like you guys have really done a tremendous amount of work in the last few years to get that to the highest level that it's ever been on. >> I would agree. I think we've come a long way from where we were. We have a lot more work to do it .'LL never end, but I'm super excited with what achieved. I think our partners are, too, because the results they're getting are fantastic. I talked about the profitability of our business and their business together, which means what we're selling has value, which is fantastic as well. So it's good to know that we're not just winning in the market, but we're winning with high value, and again it gets back to where this conversation started, which is everyone talking about transformation and outcomes. It's hard to deliver value if you're not delivering an outcome or vice versa, right >> J. One of the areas that I I think your partner's and the solutions that your help bringing to market what would have some good opinion on is this move from kind of the Catholics, the optics model, you know, one of things. We look at the cloud announcements and it's like, Okay, wait, which of these air as a service? Which one of these he's, you know, can I do financing on and which one of these you know are mostly built on hardware? We're just that fit in the overall discussion, and it's what what do you get feedback from your partners and to cultivate that >> users? It's literally in every single conversation we have. So I can't think of a particular partner conversation that doesn't send around a variety of things. One is always our technology. One is our go to market engine and how we can leverage that and the other is commercials. And it's not the price. It's the consumption, right? How are we going to consume your technology, CAF, ex office and everything in between? And that everything in between used to be one or two things. Now it's ten or fifteen things right. The models have got very complex and very dynamic, so it's top of mind. And the beautiful thing is, you know, a few years ago the only way to get a consumption model on as a service model. It was through my partner Rico system. Now Dell's done a good job to catch up to some degree. But to truly deliver what a lot of the customers air accident for, which is pure op X, no caf X pays you grow. Models were still leveraging heavily our partner ecosystem to Babel. Deliver that, and the challenge for us is to be able to keep up with them, right? They're moving at such a rapid pace and the dynamics of those models Archangel. We have to evolve too quickly to be able to offer what our competitors aire doing. I'm excited to say, so far, so good, but we're doing a great job of that. But I would I would agree with you, right? The commercial model, The consumption models are top of mind, and every conversation had to today right on how we're going to structure these things. And it's really exciting, right? Because when we do it right, it tends to be not only great for Dell and great for the partner, but great for the customer. So it really is. It's the classic win win win. >> Are you know, one of the things that it seems that Dell has been technologies working to Dio for awhile now has become this sort of one stop shop for all things partners. Are they looking to have that single trusted source Do they appreciate now that they've got that, that they can really go today l technologies and enable their customers and your customers to transform security work for us? We heard a lot about work first. Urination, >> very common, >> are they now seeing Dallas? This Hey, this is this really a one stop shop. We can actually deliver everything that our customers are looking for. >> They're definitely seeing because we're telling it to him all the time, right? But yes, the answers without question, I think one of the big drivers for our business has been the ability to aggregate the breath of Del Technologies and bring the full portfolio to beer to them. I'd love to see them all standardised on us exclusively. That's my job, right? That's what we do. We try to eliminate white space and own all marketshare. We'LL never get there one hundred percent. But we've seen, you know, we look out of right of metrics in our business. We look at revenue, growth, probability, growth way. Also, look at white space, which is what you're talking about. Have we consume the white space where competitors used to be with inside our partners, and we've seen massive growth there in the last two years significant growth across the board. And the reason is because of what you just described. We now have an economies of scale advantage in a breath of portfolio advantage where it just makes sense for them to bet on us to get what they need, right, whether it's a pivotal capability or of'em were capability or Bhumi capability. When we have that, everybody pointed in the same direction. This story is just so much more powerful and there, and I'm not going to say they're buying it. They're believing it and they're seeing it in the field. So again, I talked about it earlier. If weaken transact at that level at Adele Technologies level, it means more value to our partners. But ultimately they can provide more value to their customers. So they're more profitable or customers get better solutions. So yes, yes, and yes, >> everybody went well. Jay, thank you so much for joining student May assuring the tremendous momentum that you guys have achieved. We look forward to hearing next year. >> I do to >> even better news will be Thanks. Thank you again for joining us. >> Thanks for having me. >> Great to meet you. Thanks, Tio for student a man. I'm Lisa Martin. You're watching us on the Cube. Live from jail technology World twenty nineteen day three of the cubes to set coverage continues after this
SUMMARY :
Brought to you by Del Technologies Welcome to the Cubes coverage. So we have been talking for This is our third day of covering the and some of the feedback from the last few days of the partners. Don't even I've lost the ability to find new words to describe how excited are partners seem to be with the messaging that we've had over the fear of cloud and to be fully embracing in executing a multi cloud? and it's a perfect entree for them to go figure out, articulating design that architecture. So again it gets back to we used to fight it. So really starting to see all the layers of Del That's kind of the missing ingredient to really a lot unlock the full potential. There are some of the critical pieces because there's a lot of complexity out there and we need key partners You know that seventy percent of the customers are going to choose a provider They're out feet on the street there, talking with customers about the challenges that they're having But more importantly, I love the fact that we can use them as a route to market to expose hundreds Yeah, J that the networking is such a critical component of that service fighter piece. So the answer is yes. So gives the mood, you know, Where are they? So excited about the focus Del Technologies has as a company on our ecosystem and get that to the highest level that it's ever been on. So it's good to know that we're not just winning in the market, but we're winning with high value, the optics model, you know, one of things. And the beautiful thing is, you know, a few years ago the only way to get a consumption model on as a service model. Are they looking to have that single trusted source Do they appreciate We can actually deliver everything that our customers are looking for. And the reason is because of what you just described. We look forward to hearing next year. Thank you again for joining us. Great to meet you.
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Michael Dell Keynote Analysis | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering del Technologies. World twenty nineteen. Brought to you by Del Technologies and its ecosystem partners. >> Hello and welcome to Del >> Technologies with Cubes Coverage Our tenth year covering DMC World del World Here >> Pat Kelsey who test Not your time yet, but you're going to be coming on later. >> Great key note. Thanks for coming by. >> I appreciate it. Explored back tomorrow. You later. All right. >> Not Kelson. You're kicking off the cube coverage. Three days. The wall, the wall colors. Got two sets. Shotgun of content. We got to cube cannons blowing out the content. I'm John Force to minimum David. Want a key note? Uh, really kind of the tectonic plates in the industry. Kind of coming together you had on stage is something. The Tele CEO of Microsoft, Michael Dell, CEO of Down, founder of Del Technology and Pat Gayle Sr. Legends in the industry Captains of the industry. Really a critical juncture for Del technology worlds and a slew of other announcements. But the Del Cloud unified workspace but showing Microsoft on stage. This is a game changing move for Del technology world sure del del Technologies. But also of'Em. Where. Bm where in bed with eight of us. We know that cover that relationship now, going multi cloud all the way with Azure and seeing the CEO on stage Pretty incredible days. >> I think you nailed it. It's a V m wear story, John, and the numbers tell it. VM wears market value's eighty three billion Del owns eighty percent of it. That's sixty >> six billion. What's left. Dell's market value is forty seven billion. That says, the Del Cores worth negative nineteen billion. If it weren't for VM, where Satya Nadella wouldn't be here and you're seeing Michael Dell really drive the integration? He said that several times on stage today. How much collaboration? I love the collaboration across the divisions. You saw Jeff Clarke with Pack yell Sigur talking about new desktop management, talking about VM wear Cloud on del. It's of'Em were story You're right on >> and pack. Kelsey is to really key message up their simplicity, simplifying I t. The Common operate. I felt like we were in a Cube interview four years ago because that's was the basis of hybrid cloud now kind of coming to fruition. Clear visibility, at least on the tech stack side on the operating side, this is an operator world in a developer world, and simplicity and ease of operations is going to be the critical differentiated for the winners. >> Yeah, so So, John. First of all, I think we're getting some clarity on this multi cloud world. Look, one of the things that Veum where did so? Well, not just that wave, A virtual ization, but V Centre was the centre of I t management. And the question is, can they extend that into multi cloud world? When Veum where made the partnership with a W s. It's like, Oh my gosh, what does that mean to Del We got the answer today. What? That means Adele Veum were cloud on Del AMC hardware for me personally. That relationship between VM Rendell I think it's closer from the top executive all the way on down to the field go to market than it ever was. I was one of the first people working with VM where a DMC I watched that relationship emcee always kept them is kind of the way own you, But you're gonna be independent work across the board across the board. You hear. You know V s right. V X, Ray Allen and XX and P. K s and all these wonderful products Dell and VM work developing together, going to market together. It has ripples, but Amazon likes it. Microsoft like that big deal to see Veum wear and Microsoft partnered together. There are some challenges with some other partners Visa vi, Cisco And you know, some of some of the others, like IBM and HB that, if historically partner a lot with the anywhere but a lot of exciting news and definitely on >> and cha gi ve m were knocked down Google last month. >> So, guys, this is the theme we're seeing. We see Zoom went public. That was a videoconferencing disrupting an existing industry people thought would never be disrupted. You heard something and tell a stay on stage. Say on stage here that the new generation of new APS need new infrastructure. So a re vamp, a reset revitalisation of infrastructure to power APS via cloud. It's kind. The same game computing resource is software APS but with a whole new distributor architecture. A boom is coming. We see the stock market is up huge. You see the tech earnings last week across the board. Solid results. This is now a game change. This is not a bad business to be in. You know what was once could be. A declining business sees more remote workers, people working from multiple locations, mobile unification with cloud computing, a complete renaissance across the board game. I mean, this is a big revenue opportunity. >> Well, Mike Michael Dell's Kino wasn't just about products. It was about innovation. He talked about solving world problems, a big picture stuff on. Then he let Pat and Jeff get down a little bit more into the product. Weeds and you'LL hear more of that. But Michael is laying out a huge vision. What a juxtaposition between that's what, four, five years ago, you had sort of Joe Tucci, the chairman, up on stage. Michael was there. You had. You had John Chambers there. Now Michael owns the whole kit and caboodle. He's calling the shots, and people want to do business with them. Veum, where again, As you pointed >> out to me and Lucia question, you've been following the emcee for a long time. When we interviewed Michael Dell years ago, when he was in private that he bought AMC one of things. He said a lot. People were pooh poohing the whole deal. Why they want to buy that boat anchor. He said, scale matters. So are we seeing a new generations do elected to weigh in on this too, of competitive strategy where scale matters because you look at what Del Technologies has done and is doing there essentially rolled up the global I t business and are competing at scale with synergies not even looked at before early on when we talked about it. But we started see from fruit off that scale Amazon prove scale cloud Uh, Microsoft moves of the clouds scale up now the earnings air up Thoughts >> Well, what strikes me, John, is that, you know, they always talk about end end cos talk about synergy. Synergy is a code word for cutting what you heard today. You had be ave up there, you know, talking about a video and talking about the end end capabilities that Del technology brings Del by acquiring the emcee. And of course, VM. Where is a much way more strategic partner for corporations way more than many of these startups? Khun B. so that is their linchpin. You could maybe criticize him on innovation and, oh, maybe they don't have the hottest product, but and end throw in financial services and other services. People want to do business with this company because they trust >> to scale clouds scale, delle scale, scale. >> So we heard Tom suite this morning. Talk about that, Del. Maybe I missed a couple of turns in the marketplace and they needed to go private to kind of rearrange things When they bought emcee. We knew that there are a couple of tail winds that they could arrive hyper converge infrastructure. Absolutely one. We've been watching that trend since day one that their outpacing the industry there. The leader. If you talk from a software standpoint, VM wears their. If you talk from a hardware standpoint, Dell's there who's number two in the space nutanix, which also is a complicated relationship. But Del sells that in Vienna, where still is the primary hyper visor on that environment, so they're still beating the market growth. But they're doing that by gaining market share on DH taking it. Michael always loves to talk about when he's taking market from the business So the question is the overall macro, you know, how long can they keep that double digit growth going? And Dave, I know you're looking to begin with Tom Sweet. A >> ninety billion dollar business grew fourteen percent last year. So this company, in order to grow it has to gain share because the market is not. You're not going that fast. You can't rely on repatriation. I'm sorry that people are going to just disappear from the cloud and come back. So you've got to gain share the other thing, I think, to their favours. Let's face it, they really did have their act together in storage. They were kind of missing the boat there and took their eye off the ball. PC stayed strong. They got their act together in storage, which helped with the product. Mitch mixed higher margins. So last year was a very, very strong year. Twenty twenties going to be a tougher compare, but it seems like they still have some knobs to turn >> just about competition. But, um, Nutanix, what do they do? VM where relationship with a W s. I'm sure. Andy Jackson looking distant, healing words like chaotic, complex, the bane of our existence. Kind of talking about cloud in general and you deal with multiple clouds were packed. Nelson, you say that, um kind of public cloud losing babe flavor here means to you got the public cloud dominating. Now, all this talk about on premise and you got nutanix out there. What? What happens in Nutanix here? >> Yes. Oh, look, Nutanix astute. Doing well on Dell is a very important O am. But way just on nutanix made a big partnership with Hewlett Packard Enterprise. Which, of course, I'm sure Michael doesn't like that happening. You know, Nutanix needs to keep growing their rice software company. It's interesting to talk about the other competitors I mentioned Cisco. Cisco is transforming themselves into a software company. Del Del Technology is the core business wants to be the leading infrastructure company they have VM wear. Bumi and Pivotal are their software branch with the core. Business is really around that scale that that that whole you know, infrastructure piece and it's a different chuck it the Mark >> Chuck Robbins that Cisco CEO Cisco's not yet made a big, bold move like a red at move. Well, could nutanix be that move game? >> Well, I don't know. I don't know. I think I play is an I o T. But But But to your point about your question about the cloud Cloud is not attenuating Amazons, with thirty billion dollar company growing forty one percent a year throwing off twenty five thirty percent operating margins. I mean, that's where the innovation is. That's where the scale is. Everybody wants to do multi cloud because they don't have a cloud. It's your only path if you don't have a cloud. So So I think Cloud's got a long walk >> look and they talk to you know, I tell you, you know, my community got all excited when Michael got up on stage and said, We're all in on Corin eh? Teas and what we're doing with multi cloud you're going to hear under the covers here. Everything is going from VM wear V M as that unit down to container ization, you know, talking about at that application modernization. That's where they're going to lean on VM wear modernizing some what they're doing. And you know, of course, pivotal in Bhumi are the ones that are the tip of the spear in that area. >> I don't think David, it's a suit point there. The Amazon growth will continue because if you look at what Del Technologies has rolled out today, certainly that Microsoft thing is well shot across the bow. Multi cloud, Nice checkbox. Great to see the committee of the CEO there. But everything benefits with sass in the clouds. SAS is a cloud game And if scale on the clouds gonna be there, I only see the public cloud getting stronger because the scales they're the economics cannot be ignored. Certainly the data equation will be interesting, but anon a premise infrastructure that's set up operating like a cloud. I think we'LL ultimately benefit because Amazons weak link, if there is one, is that they really don't have a sass business, right? So they have a series of customers that deuce ***. But that's going to be an opportunity for all those workloads to run on the clouds. And the question is >> going to be >> how how >> cloud like is what we here today. And I I'm a skeptic. I want to see it first, you know, Show me. >> Yeah. No, I mean, what do we hear? What are you know Veum works, you know, services on Azure. It's the STD sea stack. So we understand what that is. It is more than just virtualization. But we used to say Private Cloud just can't be virtual ization plus plus. So Veum wears, you know, expanding and changing that model. But, you know, is it cloud enough? I mean the David, you know? Oh, you want to finance it with an effects we could totally have That affects affects the two. It's great. But, you know, >> at the end of the day, innovation and economics winds and the cloud guys have the scale. I mean, look at the amount of money we heard from Google last month. They spent what, twelve billion dollars in Cap Ex through April. It would take Oracle six years to spend that much in Cap Exit would take IBM three and a half four years to spend that much in CAF X. They're cost structure is going to be so much lower. And ultimately, I believe that's going to win. >> Talk about the winners and losers because we heard at the Bank of America you mentioned also what you just said. They're the future has redefined not how you got here, how you move forward. What's the competitive positioning posture for a winning supplier in the modern era of Iranian Cloud? >> I think it's really smart that Adele is forcing these integrations and getting out ahead of this multi cloud thing, I guess said before. If you don't have a public cloud, you've gotto get into that multi cloud management business. VM wears their their their obvious linchpin. They're early in the game. This is Guest is going to play over the next five to seven years. But VM wear has knocked down eight of us. Google, now Azure. They've got a relationship with Alibaba. It's just a matter of time before you see that one happening. So they are in the pole position. The other one is IBM Red Hat. I mean, those are the two favorites in my >> and by the way, red hats here. And if you want to run, you know the latest greatest red hat solution on the Del Ready notes. You know, of course you can do that. So you know, we'd love to talk about competition, but at the end of the day, it's what's good for customers and can they pick and choose the option of their choice. How much do I get? A full stack. That's the same. And how much is their choice? And I didn't hear the word choice. Ah, lot because, you know, they were focusing on certain announcement day. But absolutely, Adele has done a good job in the space in the cloud space of laying out the top choices that customers want. >> The choice wasn't used because the choices del they'LL ship you VX rails. I'm not sure they'll be shipping other things in there. Maybe they will, too. Thanks for the analysis. Degraded. Al says, man, It's gonna be a great show. Three days of wall to wall comes to cube sets two cannons of content coming your way here A Dell Technology world. The Cube cannons stay with us for three days. I'm jumpers Do Minimum day Volonte Lisa Martin, Rebecca Knight All here in Las Vegas for Delta No stay with us We'LL be right back
SUMMARY :
Brought to you by Del Technologies Great key note. I appreciate it. We know that cover that relationship now, going multi cloud all the way with Azure I think you nailed it. I love the collaboration across is going to be the critical differentiated for the winners. There are some challenges with some other partners Visa vi, Cisco And you know, Say on stage here that the new generation of new APS need new infrastructure. He's calling the shots, and people want to do business with them. do elected to weigh in on this too, of competitive strategy where scale matters because you look Well, what strikes me, John, is that, you know, they always talk about end end cos talk about synergy. overall macro, you know, how long can they keep that double digit growth going? I'm sorry that people are going to just disappear from the cloud and come back. Kind of talking about cloud in general and you deal with multiple clouds were packed. Business is really around that scale that that that whole you know, Well, could nutanix be that move game? I mean, that's where the innovation is. look and they talk to you know, I tell you, you know, my community got all excited when Michael got up on stage and said, I only see the public cloud getting stronger because the scales they're the economics cannot be ignored. I want to see it first, you know, Show me. I mean the David, you know? I mean, look at the amount of money we heard from Google last month. They're the future has redefined not how you got here, how you move forward. It's just a matter of time before you see that one happening. And I didn't hear the word choice. Thanks for the analysis.
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Bill Shinn, AWS | AWS Summit 2017
>> Announcer: Live from Manhattan It's theCUBE! Covering AWS Summit New York City 2017. Brought to you by Amazon Web Services. >> And welcome back here to New York. We're at the Javits Center here in midtown Manhattan for AWS Summit 2017. Along with Stu Miniman, I'm John Walls. Glad to have you here on theCUBE we continue our coverage here from New York City. Well, if you're making that move to the cloud these days, you're thinking about privacy, you're thinking about security, you're thinking about compliance. Big questions, and maybe some big problems that Bill Shin can answer for you. He is the Principal Security Architect at AWS, and Bill, thanks for being with us. >> Thanks for giving me the time. >> Hey CUBE rookie, right? This is- >> This is my first time. >> Your maiden voyage. >> First time for everything. >> Glad to have you, yeah. So I just hit on some of the high points, these are big, big questions for a lot of folks I would say. Just in general, before we jump in, how do you go about walking people into the water a little bit, and getting them thinking, get their arms around these topics? >> Absolutely. It's still among the first conversations we have with customers, it's our top priority at AWS, the security, and customers are concerned about their data security, regardless of where that data is. Once they move it into the cloud it's a real opportunity to be more secure, it's an opportunity to think about how they're doing security, and adapt and be a little faster. So we have a really prescriptive methodology for helping customers understand how to do a clouded option, and improve their security at the same time. We have a framework called the Well-Architected Framework, and there's a security pillar in that framework, it's built around five key areas. Identity access management, which is really what you should be thinking about first, because authorization is everything. Everything is code, everything is in API, so it all has to be authorized properly. Then we move into detective controls and talk about visibility and control, turning on CloudTrail, getting logging set up. All the detective controls so that before you even move a workload into the cloud, you know exactly what's happening, right? And then we move into infrastructure security, which includes your network trust boundaries, zone definition, things like firewall rules, load balancers, segmentation, as well as system security. Hardening and configuration state of all the resources in their account. Then we move on to data protection as we walk customers through this adoption journey. Things like encryption, backup, recovery, access control on data. And then finally incident response. We want to make sure that they have a really good, solid plan for incident response as they begin to move more and more of their business into the cloud. So to help them wade through the waters we bring it up. The CSO is a key partner in a clouded option, organizations need to make sure security is in lockstep with engineering as they move to the cloud. So we want to help with that. We also have the Cloud Adoption Framework, and there's a security perspective in that framework. Methodology for really treating security more like engineering these days. So you have Dev Ops and you have Dev Sec Ops. Security needs to have a backlog, they need to have sprints, they need to have user stories. It's very similar to how engineering would do it. In that way their partnering together as they move workloads into the cloud. >> Amazon's releasing so many new features, it's tough for a lot of us to keep up. Andy Jassey last year said, "Every day when you wake up, there's at least three new announcements coming out." So it's a new day, there are a number of announcements in your space, maybe bring us up to speed as to what we missed if you just woke up on the West Coast. >> Sure, sure. Customers love the pace of innovation, especially security organizations, they really like the fact that when we innovate on something, it means they might not have to put as much resources on that particular security opportunity or security concern. They can focus more on their code quality, more on engineering principles, things like that. So today, we happily announced Amazon Macie, love it, it performs data classification on your S3 objects. It provides user activity monitoring for who's accessing that data. It uses a lot of our machine learning algorithms under the hood to determine what is normal access behavior for that data. It has a very differentiated classification engine. So it does things like topic modeling, regular expressions, and a variety of other things to really identify that data. People were storing trillions of objects in S3, and they really want to know what their data is, whether it's important to them. Certainly customer's data is the most important thing, so being able to classify that data, perform user analytics on it, and then be able to alert and alarm on inappropriate activities. So take a look at Macie, it's really going make a big difference for customers who want to know that their data is secure in S3. >> Actually I got a question from the community looking at Macie came out, we've got a lot of questions about JDPR coming out. >> Bill: Okay sure, yeah. >> So Macie, or the underlying tech, can that be- >> Bill: Absolutely a great tool. We think the US is the greatest place to be to perform JDPR compliance. You really got to know your data, you have to know if you're moving data by European citizens around, you really have to understand that data. I think Macie will be a big part of a lot of customer strategy on JDPR compliance. To finish your question, we've announced quite a few things today, so Macie's one of them. We announced the next iteration of Cloud HSM, so it's cheaper, more automated, deals more with the clustering that you don't have to do. Deeper integration with things like CloudTrail. Customers really wanted a bit more control and integration with the services that what the previous iteration was, so we've offered that. We announced EFS volume encryption too, so EFS, or Elastic File System encryption at rest. It natively integrates with the key management system the same way that the many of our services do when you're storing data. We announced some config rules today to help customers better understand the access policies on their S3 buckets. So yeah, good stuff. >> John: Busy day, >> Busy day. >> I mean just from a security standpoint, when you are working with a new client, do you ever uncover, or do they discover things about themselves that need to be addressed? >> Bill: Yeah. I think the number one thing, and it's true for many organizations when they move to the cloud, is they want that agility, right? And when we talk to security organizations, one of the top things we advise them on is how to move faster. As much as we're having great conversations about WAF and Shield, the Web Application Firewall, and Shield, our D-DOS solution, Inspector, which performs configuration assessments, all the security services that we've launched, we're also having pretty deep conversations with security organizations these days about CodeStar, CodePipeline, CodeDeploy, and then DevOps tool chains, because security can get that fast engineering principles down, and their just as responsive. It also puts security in the hands of engineers and developers, you know that's the kind of conversations we're having. They discover that they kind of need to get a little closer to how development does their business. You know, talking in the same vocabulary as engineering and development. That's one of the things I think customers discover. Also it's a real opportunity, right? So if you don't have to look after a data center footprints and all the patch panels and switches and routers and firewalls and load balancers and things you have on premises, it really does allow a shift in focus for security organizations to focus on code quality, focus on user behavior, focus on a lot of things that every CSO would like to spend more time on. >> Bill, one of the things a lot of companies struggle with is how they keep up with everything that's happening, all the change there, when I talk to my friends in the security industry it's one of the things that they're most excited about. Is we need to be up on the latest fixes and the patches, and when I go to public cloud you don't ask somebody "Hey what version of AWS or Azure are you running on?" You're going to take care of that behind the scenes. How do you manage the application portfolio for customers, and get them into that framework so that they can, you know we were talking about, Cameron, Jean Kim just buy into that as security just becomes part of the process, as I get more out of agile. >> Yeah, so the question is really about helping customers understand all the services, and really get them integrated deeply. A couple of things, certainly the well architected framework, like I mentioned, is helpful for that. We have solution architects, professional services consultants, a very, very rich partner ecosystem that helps customers. A lot of training for security, there's some free training online, there's classroom, instructor-led training as well, so that training piece is important. I think the solutions are better together. We have a lot of great building blocks, but when you look at something like CloudTrail Cloud Watch Events, and Lambda together, we try and talk about the solutions, not just the individual building blocks. I think that's one key component too, to help them understand how to solve a security problem. Take, for example, monitoring the provisioning of identities and roles and permissions. We really want customers to know that that CloudTrail log, when someone attaches a role to a policy, that can go all the way to a slack channel, that can go all the way to a ticket system. You really want to talk about the end-to-end integration with our customers. Really to help them keep pace with our pace of innovation. We really try and get the blog in front of them, the security blog is a great source of information for all the security announcements we make. Follow Jeff Bar's Twitter, a bunch of things to help keep pace with all of our launches and things, yeah. >> You brought up server lists, if I look at the container space, which is related of course, security has been one of those questions. Bring us up to speed as to where you are with security containers, Lambda- >> Sure, I think Lambda's isolation is very strong, in Lambda we have a really confidence in the tenant isolation model for those functions. The nice thing about server lists is, when there's no code running, you really don't have a surface area to defend. I think from a security perspective, if you were building an application today, and you go to your security team and say "I'd really like to build this little piece of code, and tie these pieces of code together, and when they're not running there's nothing there that you need to defend." Or, would I like to build this big set of operating systems and fleet management and all the things I have to do. It's kind of a, it's a pretty easy conversation right? All the primitives are there in server-less. You have strong cryptography TLSM endpoints, you've got the IM policy framework so that identity access management has really consistent language across all the services, so principles, actions, resources, and conditions is the same across every service. It's not any different for server-less, so they can leverage the knowledge they have of how to manage identities and authorization in the same way. You've got integration of CloudTrail. So all the primitives are there, so customers can focus on their code and being builders. >> Stu: So it sounds like that's part of the way to attach security for IOT then if we're using those. >> I think for IOT it's a very similar architecture too, so you have similar policies that you can apply to what a device you can write to in the cloud. We have a really strong set of authorization and authentication features within the IOT platform so that it makes it easy for developers to build things, deploy them, and maintain them in a secure state. But you can go back to the Well-Architected Framework and the CAF, the Cloud Adoption Framework, you take those five key areas, you know identity, detective controls, infrastructure security, data protection, and IR incident response. It's pretty similar across all the different services. >> It just comes back to the fundamentals. >> It does, absolutely. And for customers, you know those control objectives haven't changed right? They have those control objectives today, they'll have them in the cloud, and we just want to make it easier and faster. >> Well Bill, thanks for being with us. >> You bet, thank you very much. >> Good to have you on theCUBE, look forward to seeing you again for the second time around. >> See you then hopefully >> Bill Shin, from AWS joining us here on theCUBE. Continuing our coverage from the AWS Summit here in New York in just a bit. (techno music)
SUMMARY :
Brought to you by Amazon Web Services. Glad to have you here on theCUBE So I just hit on some of the high points, We have a framework called the Well-Architected Framework, "Every day when you wake up, and then be able to alert and alarm Actually I got a question from the community deals more with the clustering that you don't have to do. and things you have on premises, and when I go to public cloud you don't ask somebody that can go all the way to a slack channel, if I look at the container space, and all the things I have to do. Stu: So it sounds like that's part of the way to attach to what a device you can write to in the cloud. And for customers, you know those control objectives Good to have you on theCUBE, Continuing our coverage from the AWS Summit
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