>>Hello everyone. Welcome back to the Cube Live, AWS Reinvent 2022. This is our first day of three and a half days of wall to wall coverage on the cube. Lisa Martin here with Dave Valante. Dave, it's getting louder and louder behind us. People are back. They're excited. >>You know what somebody told me today? Hm? They said that less than 15% of the audience is developers. I'm like, no way. I don't believe it. But now maybe there's a redefinition of developers because it's all about the data and it's all about the developers in my mind. And that'll never change. >>It is. And one of the things we're gonna be talking about is app modernization. As customers really navigate the journey to do that so that they can be competitive and, and meet the demands of customers. We've got an alumni back with us to talk about that. AJ Patel joins us, the SVP and GM Modern Apps and Management business group at VMware. Aj, welcome back. Thank >>You. It's always great to be here, so thank you David. Good to see >>You. Isn't great. It's great to be back in person. So the VMware Tansu team here back at Reinvent on the Flow Shore Flow show floor. There we go. Talk about some of the things that you guys are doing together, innovating with aws. >>Yeah, so it's, it's great to be back after in person after multiple years and the energy level continues to amaze me. The partnership with AWS started on the infrastructure side with VMware cloud on aws. And when with tanza, we're extending it to the application space. And the work here is really about how do you make developers productive To your earlier point, it's all about developers. It's all about getting applications in production securely, safely, continuously. And tanza is all about making that bridge between great applications being built, getting them deployed and running, running and operating at scale. And EKS is a dominant Kubernetes platform. And so the better together story of tanu and EKS is a great one for us, and we're excited to announce some sort of innovations in that area. >>Well, Tanu was so front and center at VMware Explorer. I wasn't at in, in VMware Explorer, Europe. Right. But I'm sure it was a similar kind of focus. When are customers choosing Tanu? Why are they choosing Tanu? What's, what's, what's the update since last August when >>We, you know, the market settled into three main use cases. One is all about developer productivity. You know, consistently we're all dealing with skill set gap issues. How do we make every developer productive, modern developer? And so 10 is all about enabling that develop productivity. And we can talk quite a bit about it. Second one is security's front and center and security's being shifted left right into how you build great software. How do you secure that through the entire supply chain process? And how do you run and operationalize secure at runtime? So we're hearing consistently about making secure software supply chain heart of what our solution is. And third one is, how do I run and operate the modern application at scale across any Kubernetes, across any cloud? These are the three teams that are continuing to get resonance and empowering. All of this is exciting. David is this formation of platform teams. I just finished a study with Bain Consulting doing some research for me. 40% of our organization now have some form of a central team that's responsive for, for we call platform engineering and building platforms to make developers productive. That is a big change since about two years ago even. So this is becoming mainstream and customers are really focusing on delivering in value to making developers productive. >>Now. And, and, and the other nuance that I see, and you kinda see it here in the ecosystem, but when you talk about your customers with platform engineering, they're actually building their, they're pointing their business. They gonna page outta aws, pointing their businesses to their customers, right? Becoming software companies, becoming cloud companies and really generating new forms of revenue. >>You know, the interesting thing is, some of my customers I would never have thought as leading edge are retailers. Yeah. And not your typical Starbucks that you get a great example. I have an auto parts company that's completely modernizing how they deliver point of sale all the way to the supply chain. All built on ES at scale. You're typically think of that a financial services or a telco leading the pack. But I'm seeing innovation in India. I'm seeing the innovation in AMEA coming out of there, across the board. Every industry is becoming a product company. A digital twin as we would call it. Yeah. And means they become software houses. Yeah. They behave more like you and I in this event versus a, a traditional enterprise. >>And they're building their own ecosystems and that ecosystem's generating data that's generating more value. And it's just this cycle. It's, >>It's a amazing, it's a flywheel. So innovation continues to grow. Talk about really unlocking the developer experience and delivering to them what they need to modernize apps to move as fast and quickly as they want to. >>So, you know, I think AWS coin this word undifferentiated heavy lifting. If you think of a typical developer today, how much effort does he have to put in before he can get a single line of code out in production? If you can take away all the complexity, typically security compliance is a big headache for them, right? Developer doesn't wanna worry about that. Infrastructure provisioning, getting all the configurations right, is a headache for them. Being able to understand what size of infrastructure or resource to use cost effectively. How do you run it operationally? Cuz the application team is responsible for the operational cost of the product or service. So these are the un you know, heavy lifting that developers want to get away from. So they wanna write great code, build great experiences. And we've always talked about frameworks a way to abstract with the complexity. And so for us, there's a massive opportunity to say, how do I simplify and take away all the heavy lifting to get an idea into production seamlessly, continuously, securely. >>Is that part of your partnership? Because you think about a aws, they're really not about frameworks, they're about primitives. I mean, Warner Vos even talks about that in his, in his speech, you know, but, but that makes it more challenging for developers. >>No, actually, if you look at some of their initial investments around proton and et cetera work, they're starting to do, they're recognized, you know, PS is a bad, bad word, but the outcomes a platform as a service offers is what everybody wants. Just talking to the AWS leaders, responsible area, he actually has a separate build team. He didn't know what to call the third team. He has a Kubernetes team, he has a serverless team and has a build team. And that build team is everything above Kubernetes to make the developer productive. Right. And the ecosystem to bring together to make that happen. So I think AWS is recognizing that primitives are great for the elite developers, but if they want to get the mass scale and adoption in the business, it, if you will, they're gonna have to provide richer set of building blocks and reduce the complex and partnership like ours. Make that a reality. And what I'm excited about is there's a clear gap here, and t's the best platform to kind of fill that gap. Well, >>And I, I think that, you know, they're gonna double down triple, I just wrote about this double down, triple down on the primitives. Yes. They have to have the best, you know, servers and storage and database. And I think the way they, they, I call it taping the seams is with the ecosystem. Correct. You know, and they, nobody has a, a better ecosystem. I mean, you guys are, you know, the, the postage child for the ecosystem and now this even exceeds that. But partnering up, that's how they >>Continue to, and they're looking for someone who's open, right? Yeah. Yeah. And so one of the first question is, you know, are you proprie or open? Because one of the things they're fighting against is the lock in. So they can find a friendly partner who is open source, led, you know, upstream committing to the code, delivering that innovation, and bring the ecosystem into orchestrated choreography. It's like singing a music, right? They're running a, running an application delivery team is like running a, a musical orchestra. There's so many moving parts here, right? How do you make them sing together? And so if Tan Zoo and our platform can help them sing and drive more of their services, it's only more valuable for them. And >>I think the partners would generally say, you know, AWS always talking about customer obsession. It's like becomes this bromine, you go, yeah, yeah. But I actually think in the field, the the sellers would say, yeah, we're gonna do what the customer, if that means we're gonna partner up. Yeah. And I think AWS's comp structure makes it sort >>Of, I learned today how, how incentives with marketplaces work. Yeah. And it is powerful. It's very powerful. Yeah. Right. So you line up the sales incentive, you line up the customer and the benefits, you line up bringing the ecosystem to drive business results and everybody, and so everybody wins. And which is what you're seeing here, the excitement and the crowd is really the whole, all boats are rising. Yeah. Yeah. Right, right. And it's driven by the fact that customers are getting true value out of it. >>Oh, absolutely. Tremendous value. Speaking of customers, give us an example of a customer story that you think really articulates the value of what Tanzi was delivering, especially making that developer experience far simpler. What are some of those big business outcomes that that delivers? >>You know, at Explorer we had the CIO of cvs and with their acquisition of Aetna and CVS Health, they're transforming the, the health industry. And they talked about the whole covid and then how they had to deliver the number of, you know, vaccines to u i and how quickly they had to deliver on that. It talked about Tanu and how they leverage, leverage a Tanza platform to get those new applications out and start to build that. And Ro was basically talking about his number one prior is how does he get his developers more productive? Number to priority? How does he make sure the apps are secure? Number three, priority, how does he do it cost effectively in the world? Particularly where we're heading towards where, you know, the budgets are gonna get tighter. So how do I move more dollars to innovation while I continue to drive more efficiency in my platform? And so cloud is the future. How does he make the best use of the cloud both for his developers and his operations team? Right? >>What's happening in serverless, I, in 2017, Andy Chassy was in the cube. He said if AWS or if Amazon had to build all over again, they would build in, in was using serverless. And that was a big quote. We've mined that for years. And as you were talking about developer productivity, I started writing down all the things developers have to do. Yep. With it, they gotta, they gotta build a container image. They said they gotta deploy an EC two instance. They gotta allocate memory, they gotta fence off the apps in a virtual machine. They gotta run the, you know, compute against the app goes, they gotta pay for all that. So, okay, what's your story on, what's the market asking for in terms of serverless? Because there's still some people who want control over the run time. Help us sift through that. >>And it really comes back to the application pattern or the type you're running. If it's a stateless application that you need to spin up and spin down. Serverless is awesome. Why would I wanna worry about scaling it up in, I wanna set up some SLAs, SLIs service level objectives or, or, or indicators and then let the systems bring the resources I need as I need them. That's a perfect example for serverless, right? On the other hand, if you have a, a more of a workflow type application, there's a sequence, there's state, try building an application using serverless where you had to maintain state between two, two steps in the process. Not so much fun, right? So I don't think serverless is the answer for everything, but many use cases, the scale to zero is a tremendous benefit. Events happen. You wanna process something, work is done, you quietly go away. I don't wanna shut down the server started up, I want that to happen magically. So I think there's a role of serverless. So I believe Kubernetes and servers are the new runtime platform. It's not one or the other. It's about marrying that around the application patterns. I DevOps shouldn't care about it. That's an infrastructure concern. Let me just run application, let the infrastructure manage the operations of it, whether it's serverless, whether it's Kubernetes clusters, whether it's orchestration, that's details right. I I I shouldn't worry about it. Right. >>So we shouldn't think of those as separate architectures. We should think of it as an architecture, >>The continuum in some ways Yeah. Of different application workload types. And, and that's a toolkit that the operator has at his disposal to configure and saying, where does, should that application run? Should I want control? You can run it on a, a conveyance cluster. Can I just run it on a serverless infrastructure and and leave it to the cloud provider? Do it all for me. Sure. What, what was PAs? PAs was exactly that. Yeah. Yeah. Write the code once you do the rest. Yeah. Okay. Those are just elements of that. >>And then K native is kinda in the middle, >>Right? K native is just a technology that's starting to build that capability out in a standards way to make serverless available consistently across all clouds. So I'm not building to a, a lambda or a particular, you know, technology type. I'm building it in a standard way, in a standard programming model. And infrastructure just >>Works for me on any cloud. >>The whole idea portability. Consistency. >>Right. Powerful. Yep. >>What are some of the things that, that folks can expect to learn from VMware Tan to AWS this week at the >>Show? Yeah, so there's some really great announcements. First of all, we're excited to extend our, our partnership with AWS in the area of eks. What I mean by that is we traditionally, we would manage an EKS cluster, you visibility of what's running in there, but we weren't able to manage the lifecycle With this announcement. We can give you a full management of lifecycle of S workloads. Our customers have 400 plus EKS clusters, multiple teams sharing those in a multi-tenanted way with common policy. And they wanna manage a full life cycle, including all the upstream open source component that make up Kubernetes people. That ES is the one thing, it's a collection of a lot of open, open source packages. We're making it simple to manage it consistently from a single place on the security front. We're now making tons of service mesh available in the marketplace. >>And if you look at what service MeSHs, it's an overlay. It's an abstraction. I can create an idea of a global name space that cuts across multiple VPCs. I'm, I'm hearing at Amazon's gonna make some announcements around VPC and how they stitch VPCs together. It's all moving towards this idea of abstractions. I can set policy at logical level. I don't have to worry about data security and the communication between services. These are the things we're now enabling, which are really an, and to make EKS even more productive, making enterprise grade enterprise ready. And so a lot of excitement from the EKS development teams as well to partner closely with us to make this an end to end solution for our >>Customers. Yeah. So I mean it's under chasy, it was really driving those primitives and helping developers under continuing that path, but also recognizing the need for solutions. And that's where the ecosystem comes in, >>Right? And the question is, what is that box? As you said last time, right? For the super cloud, there is a cloud infrastructure, which is becoming the new palette, but how do you make sense of the 300 plus primitives? How do you bring them together? What are the best practices, patterns? How do I manage that when something goes wrong? These are real problems that we're looking to solve. >>And if you're gonna have deeper business integration with the cloud and technology in general, you have to have that >>Abstraction. You know, one of the simple question I ask is, how do you know you're getting value from your cloud investment? That's a very hard question. What's your trade off between performance and cost? Do you know where your security, when a lock 4G happens, do you know all the open source packages you need to patch? These are very simple questions, but imagine today having to do that when everybody's doing in a bespoke manner using the set of primitives. You need a platform. The industry is shown at scale. You have to start standardizing and building a consistent way of delivering and abstracting stuff. And that's where the next stage of the cloud journey >>And, and with the economic environment, I think people are also saying, okay, how do we get more? Exactly. We're in the cloud now. How do we get more? How do we >>Value out of the cloud? >>Exactly. Totally. >>How do we transform the business? Last question, AJ for you, is, if you had a bumper sticker and you're gonna put it on your fancy car, what would it say about VMware tan zone aws? >>I would say tan accelerates apps. >>Love >>It. Thank you so much. >>Thank you. Thank you so much for joining us. >>Appreciate it. Always great to be here. >>Pleasure. Likewise. For our guest, I'm Dave Ante. I'm Lisa Martin. You're watching The Cube, the leader in emerging and enterprise tech coverage.

(upbeat music) >> Welcome back everyone to theCUBE's coverage of VMware Explore '22, formerly VMworld. This is our 12th year covering it. I'm John Furrier with Dave Vellente. Two sets, three days of wall-to-wall coverage. We're starting to get the execs rolling in from VMware. Sumit Dhawan, president of VMware's here. Great to see you. Great keynote, day one. >> Great to be here, John. Great to see you, Dave. Day one, super exciting. We're pumped. >> And you had no problem with the keynotes. We're back in person. Smooth as silk up there. >> We were talking about it. We had to like dust off a cobweb to make some of these inputs. >> It's not like riding a bike. >> No, it's not. We had about 40% of our agencies that we had to change out because they're no longer in business. So, I have to give kudos to the team who pulled it together. They did a fabulous job. >> You do a great check, great presentation. I know you had a lot to crack in there. Raghu set the table. I know this is for him, this was a big moment to lay out the narrative, address the Broadcom thing right out of the gate, wave from Hock Tan in the audience, and then got into the top big news. Still a lot of meat on the bone. You get up there, you got to talk about the use cases, vSphere 8, big release, a lot of stuff. Take us through the keynote. What was the important highlights for you to share, the folks watching that didn't see the keynote or wanted to get your perspective? >> Well, first of all, did any of you notice that Raghu was running on the stage? He did not do that in rehearsal. (John chuckles) I was a little bit worried, but he really did it. >> I said, I betcha that was real. (everyone chuckles) >> Anyways, the jokes aside, he did fabulous. Lays out the strategy. My thinking, as you said, was to first of all speak with their customers and explain how every enterprise is facing with this concept of cloud chaos that Raghu laid out and CVS Health story sort of exemplifies the situation that every customer is facing. They go in, they start with cloud first, which is needed, I think that's the absolutely right approach. Very quickly build out a model of getting a cloud ops team and a platform engineering team which oftentimes be a parallel work stream to a private cloud infrastructure. Great start. But as Roshan, the CIO at CVS Health laid out, there's an inflection point. And that's when you have to converge these because the use cases are where stakeholders, this is the lines of businesses, app developers, finance teams, and security teams, they don't need this stove piped information coming at 'em. And the converge model is how he opted to organize his team. So we called it a multi-cloud team, just like a workspace team. And listen, our commitment and innovations are to solve the problems of those teams so that the stakeholders get what they need. That's the rest of the keynote. >> Yeah, first of all, great point. I want to call out that inflection point comment because we've been reporting coming into VMworld with super cloud and other things across open source and down into the weeds and into the hood. The chaos is real. So, good call. I love how you guys brought that up there. But all industry inflection points, if you go back in history of the tech industry, at every single major inflection point, there was chaos, complexity, or an enemy proprietary. However you want to look at it, there was a situation where you needed to kind of reign in the chaos as Andy Grove would say. So we're at that inflection point, I think that's consistent. And also the ecosystem floor yesterday, the expo floor here in San Francisco with your partners, it was vibrant. They're all on this wave. There is a wave and an inflection point. So, okay. I buy that. So, if you buy the inflection point, what has to happen next? Because this is where we're at. People are feeling it. Some say, I don't have a problem but they're cut chaos such is the problem. So, where do you see that? How does VMware's team organizing in the industry and for customers specifically to solve the chaos, to reign it in and cross over? >> Yeah, you're a 100% right. Every inflection point is associated with some kind of a chaos that had to be reigned in. So we are focused on two major things right now which we have made progress in. And maybe third, we are still work in-progress. Number one is technology. Today's technology announcements are directly to address how that streamlining of chaos can be done through a cloud smart approach that we laid out. Our Aria, a brand new solution for management, significant enhancements to Tanzu, all of these for public cloud based workloads that also extend to private cloud. And then our cloud infrastructure with newer capabilities with AWS, Azure, as well as with new innovations on vSphere 8 and vSAN 8. And then last but not the least, our continuous automation to enable anywhere workspace. All these are simple innovation that have to address because without those innovations, the problem is that the chaos oftentimes is created because lack of technology and as a result structure has to be put in place because tooling and technology is not there. So, number one goal we see is providing that. Second is we have to be independent, provide support for every possible cloud but not without being a partner of theirs. That's not an easy thing to do but we have the DNA as a company, we have done that with data centers in the past, even though being part of Dell we did that in the data center in the past, we have done that in mobility. And so we have taken the challenge of doing that with the cloud. So we are continually building newer innovation and stronger and stronger partnerships with cloud provider which is the basis of our commercial relationships with Microsoft Azure too, where we have brought Azure VMware solution into VMware cloud universal. Again, that strengthens the value of us being neutral because it's very important to have a Switzerland party that can provide these multi-cloud solutions that doesn't have an agenda of a specific cloud, yet an ecosystem, or at least an influence with the ecosystem that can bring going forward. >> Okay, so technology, I get that. Open, not going to be too competitive, but more open. So the question I got to ask you is what is the disruptive enabler to make that happen? 'Cause you got customers, partners and team of VMware, what's the disruptive enabler that's going to get you to that level? >> Over the hump. I mean, listen, our value is this community. All this community has one of two paths to go. Either, they become stove piped into just the public-private cloud infrastructure or they step up as this convergence that's happening around them to say, "You know what? I have the solution to tame this multi-cloud complexity, to reign the chaos," as you mentioned because tooling and technologies are available. And I know they work with the ecosystem. And our objective is to bring this community to that point. And to me, that is the best path to overcome it. >> You are the connective tissue. I was able to sit into the analyst meeting today. You were sort of the proxy for CVS Health where you talked about the private that's where you started, the public cloud ops team, bringing that together. The platform is the glue. That is the connective tissue. That's where Tanzu comes in. That's where Aria comes in. And that is the disruptive technology which it's hard to build that. >> From a technology perspective, it's an enabler of something that has never been done before in that level of comprehensiveness, from a more of a infrastructure side thinking perspective. Yes, infrastructure teams have enabled self-service portals. Yes, infrastructure teams have given APIs to developers, but what we are enabling through Tanzu is completely next level where you have a lot richer experience for developers so that they never ever have to think about the infrastructure at all. Because even when you enable infrastructure as API, that's still an API of the infrastructure. We go straight to the application tier where they're just thinking about authorized set of microservices. Containers can be orchestrated and built automatically, shifting security left where we're truly checking them or enabling them to check the security vulnerabilities as they're developing the application, not going into the production when they have to touch the infrastructure. To me, that's an enabler of a special power that this new multi-cloud team can have across cloud which they haven't had in the past. >> Yeah, it's funny, John, I'd say very challenging technically. The challenge in 2010 was the software mainframe, remember the marketing people killed that term. >> Yeah, exactly. >> But you think about that. We're going to make virtualization and the overhead associated with that irrelevant. We're going to be able to run any workload and VMware achieved that. Now you're saying we run anything anywhere, any Kubernete, any container. >> That's the reality. That's the chaos. >> And the cloud and that's a new, real problem. Real challenging problem that requires serious engineering. >> Well, I mean it's aspirational, right? Let's get the reality, right? So true spanning cloud, not yet there. You guys, I think your vision is definitely right on in the sense that we'd like the chaos and multicloud's a reality. The question is AWS, Azure, Google Cloud, other clouds, they're not going to sit still. No one's going to let VMware just come up and take everything. You got to enable so the market- >> True, true. I don't think this is the case of us versus them because there is so much that they have to express in terms of the value of every cloud. And this happened in the case of, by the way, whether you go into infrastructure or even workspace solutions, as long as the richest of the experience and richest of the controls are provided, for their cloud to the developers that makes the adoption of their cloud simpler. It's a win-win for every party. >> That's the key. I think the simplest. So, I want to ask you, this comes up a lot and I love that you brought that up, simple and self-service has proven developers who are driving the change, cloud DevOps developers. They're driving the change. They're in charge more than ever. They want self-service, easier to deploy. I want a test, if I don't like it, I want to throw it away. But if I like something, I want to stick with it. So it's got to be self-service. Now that's antithetical to the old enterprise model of solve complexity with more complexity. >> Yeah, yeah. >> So the question for you is as the president of VMware, do you feel good that you guys are looking out over the landscape where you're riding into the valley of the future with the demand being automation, completely invisible, abstraction layer, new use case scenarios for IT and whatever IT becomes. Take us through your mindset there, because I think that's what I'm hearing here at this year, VMware Explorer is that you guys have recognized the shift in demographics on the developer side, but ops isn't going away either. They're connecting. >> They're connected. Yeah, so our vision is, if you think about the role of developers, they have a huge influence. And most importantly they're the ones who are driving innovation, just the amount of application development, the number of developers that have emerged, yet remains the scarcest resource for the enterprise are critical. So developers often time have taken control over decision on infrastructure and ops. Why? Because infrastructure and ops haven't shown up. Not because they like it. In fact, they hate it. (John chuckles) Developers like being developers. They like writing code. They don't really want to get into the day to day operations. In fact, here's what we see with almost all our customers. They start taking control of the ops until they go into production. And at that point in time, they start requesting one by one functions of ops, move to ops because they don't like it. So with our approach and this sort of, as we are driving into the beautiful valley of multi-cloud like you laid out, in our approach with the cross cloud services, what we are saying is that why don't we enable this new team which is a reformatted version of the traditional ops, it has the platform engineering in it, the key skill that enables the developer in it, through a platform that becomes an interface to the developers. It creates that secure workflows that developers need. So that developers think and do what they really love. And the infrastructure is seamless and invisible. It's bound to happen, John. Think about it this way. >> Infrastructure is code. >> Infrastructure has code, and even next year, it's invisible because they're just dealing with the services that they need. >> So it's self-service infrastructure. And then you've got to have that capability to simplified, I'll even say automated or computational governance and security. So Chris Wolf is coming on Thursday. >> Yeah. >> Unfortunately I won't be here. And he's going to talk about all the future projects. 'Cause you're not done yet. The project narrows, it's kind of one of these boring, but important. >> Yeah, there's a lot of stuff in the oven coming out. >> There's really critical projects coming down the pipeline that support this multi-cloud vision, is it's early days. >> Well, this is the thing that we were talking about. I want to get your thoughts on. And we were commenting on the keynote review, Hock Tan bought VMware. He's a lot more there than he thought. I mean, I got to imagine him sitting in the front row going there's some stuff coming out of the oven. I didn't even, might not have known. >> He'd be like, "Hmm, this extra value." (everyone chuckles) >> He's got to be pretty stoked, don't you think? >> He is, he is. >> There's a lot of headroom on the margin. >> I mean, independent to that, I think the strategy that he sees is something that's compelling to customers which is what, in my assessment, speaking with him, he bought VMware because it's strategic to customers and the strategic value of VMware becomes even higher as we take our multi-cloud portfolio. So it's all great. >> Well, plus the ecosystem is now re-energize. It's always been energized, but energized cuz it's sort of had to be, cuz it's such a strong- >> And there was the Dell history there too. >> But, yeah it was always EMC, and then Dell, and now it's like, wow, the ecosystem's- >> Really it's released almost. I like this new team, we've been calling this new ops kind of vibe going refactored ops, as you said, that's where the action's happening because the developers want to go faster. >> They want to go faster. >> They want to go fast cuz the velocity's paying off of them. They don't want to have to wait. They don't want security reviews. They want policy. They want some guardrails. Show me the track. >> That's it. >> And let me drive this car. >> That's it because I mean think about it, if you were a developer, listen, I've been a developer. I never really wanted to see how to operate the code in production because it took time away for developing. I like developing and I like to spend my time building the applications and that's the goal of Aria and Tanzu. >> And then I got to mention the props of seeing project Monterey actually come out to fruition is huge because that's the future of computing architecture. >> I mean at this stage, if a customer from here on is modernizing their infrastructure and they're not investing in a holistic new infrastructure from a hardware and software perspective, they're missing out an opportunity on leveraging the numbers that we were showing, 20% increase in calls. Why would you not just make that investment on both the hardware and the software layer now to get the benefits for the next five-six years. >> You would and if I don't have to make any changes and I get 20% automatically. And the other thing, I don't know if people really appreciate the new curve that the Silicon industry is on. It blows away the history of Moore's law which was whatever, 35-40% a year, we're talking about 100% a year price performance or performance improvements. >> I think when you have an inflection point as we said earlier, there's going to be some things that you know is going to happen, but I think there's going to be a lot that's going to surprise people. New brands will emerge, new startups, new talent, new functionality, new use cases. So, we're going to watch that carefully. And for the folks watching that know that theCUBE's been 12 years with covering VMware VMworld, now VMware Explore, we've kind of met everybody over the years, but I want to point out a little nuance, Raghu thing in the keynote. During the end, before the collective responsibility sustainment commitment he had, he made a comment, "As proud as we are," which is a word he used, there's a lot of pride here at VMware. Raghu kind of weaved that in there, I noticed that, I want to call that out there because Raghu's proud. He's a proud product guy. He said, "I'm a product guy." He's delivering keynote. >> Almost 20 years. >> As proud as we are, there's a lot of pride at VMware, Sumit, talk about that dynamic because you mentioned customers, your customer is not a lot of churn. They've been there for a long time. They're embedded in every single company out there, pretty much VMware is in every enterprise, if not all, I mean 99%, whatever percentage it is, it's huge penetration. >> We are proud of three things. It comes down to number one, we are proud of our innovations. You can see it, you can see the tone from Raghu or myself, or other executives changes with excitement when we're talking about our technologies, we're just proud. We're just proud of it. We are a technology and product centric company. The second thing that sort of gets us excited and be proud of is exactly what you mentioned, which is the customers. The customers like us. It's a pleasure when I bring Roshan on stage and he talks about how he's expecting certain relationship and what he's viewing VMware in this new world of multi-cloud, that makes us proud. And then third, we're proud of our talent. I mean, I was jokingly talking to just the events team alone. Of course our engineers do amazing job, our sellers do amazing job, our support teams do amazing job, but we brought this team and we said, "We are going to get you to run an event after three years from not they doing one, we're going to change the name on you, we're going to change the attendees you're going to invite, we're going to change the fact that it's going to be new speakers who have never been on the stage and done that kind of presentation. >> You're also going to serve a virtual audience. >> And we're going to have a virtual audience. And you know what? They embraced it and they surprised us and it looks beautiful. So I'm proud of the talent. >> The VMware team always steps up. You never slight it, you've got great talent over there. The big thing I want to highlight as we end this day, the segment, and I'll get your thoughts and reactions, Sumit, is again, you guys were early on hybrid. We have theCUBE tape to go back into the video data lake and find the word hybrid mentioned 2013, 2014, 2015. Even when nobody was talking about hybrid. >> Yeah, yeah. >> Multicloud, Raghu, I talked to Raghu in 2016 when he did the Pat Gelsinger, I mean Raghu, Pat and Andy Jassy. >> Yeah. >> When that cloud thing got cleared up, he cleared that up. He mentioned multicloud, even then 2016, so this is not new. >> Yeah. >> You had the vision, there's a lot of stuff in the oven. You guys make announcements directionally, and then start chipping away at it. Now you got Broadcom buys VMware, what's in the oven? How much goodness is coming out that's like just hitting the fruits are starting to bear on the tree. There's a lot of good stuff and just put that, contextualize and scale that for us. What's in the oven? >> First of all, I think the vision, you have to be early to be first and we believe in it. Okay, so that's number one. Now having said that what's in the oven, you would see us actually do more controls across cloud. We are not done on networking side. Okay, we announced something as project Northstar with networking portfolio, that's not generally available. That's in the oven. We are going to come up with more capability on supporting any Kubernetes on any cloud. We did some previews of supporting, for example, EKS. You're going to see more of those cluster controls across any Kubernetes. We have more work happening on our telco partners for enablement of O-RAN as well as our edge solutions, along with the ecosystem. So more to come on those fronts. But they're all aligned with enabling customers multi-cloud through these five cross cloud services. They're all really, some of them where we have put a big sort of a version one of solution out there such as Aria continuation, some of them where even the version one's not out and you're going to see that very soon. >> All right. Sumit, what's next for you as the president? You're proud of your team, we got that. Great oven description of what's coming out for the next meal. What's next for you guys, the team? >> I think for us, two things, first of all, this is our momentum season as we call it. So for the first time, after three years, we are now being in, I think we've expanded, explored to five cities. So getting this orchestrated properly, we are expecting nearly 50,000 customers to be engaging in person and maybe a same number virtually. So a significant touchpoint, cuz we have been missing. Our customers have departed their strategy formulation and we have departed our strategy formulation. Getting them connected together is our number one priority. And number two, we are focused on getting better and better at making customers successful. There is work needed for us. We learn, then we code it and then we repeat it. And to me, those are the two key things here in the next six months. >> Sumit, thank you for coming on theCUBE. Thanks for your valuable time, sharing what's going on. Appreciate it. >> Always great to have chatting. >> Here with the president, the CEO's coming up next in theCUBE. Of course, we're John and Dave. More coverage after the short breaks, stay with us. (upbeat music)