Ash Ashutosh V1
>>from around the globe. It's the cue with digital coverage of active EO data driven 2020. Brought to you by activity. We're back. This is the cubes coverage. Our ongoing coverage of active FiOS data driven. Of course, we've gone virtual this year. Ash. Ashutosh is here. He's the founder, president and CEO of Active Eo. Great to see you again. >>Likewise, They always always good to see you. >>We have We're in a little meet up, You and I in Boston. I always enjoy our conversations. Little did we know that, You know, a few months later, we would only be talking at this type of distance and, uh and of course, it's sad. I mean, a data driven is one of our favorite events is intimate, its customer content driven. The theme this year is you call it the next normal. Some people call it the new abnormal, the next normal. What's that all about? >>I think it's pretty pretty fascinating to see when we walked in in March, all of us were shocked by the effect of this pandemic. And for a while we all scrambled around trying to figure out How do you react to this one, and everybody reacted very differently. But most people have this tendency to think that this is going to be a pretty broom environment with lots of unknown variables, and it is important for us to try to figure out how to get a get our hands on this. By the time we came on. For six weeks into that, almost all of us have figured out this is Ah, this is not something you fight again. This is not something you wait, what, it to go away? But this is one. Did you figure out how to live in and you figured out how to work around it? And that, we believe, is the next long. It's not about trying to create a new abnormal. It's not about creating a new normal, but it's truly one that basically says that is it. That is a way, perhaps packed forward. There's a is a way to create this next normal, and you just figured out how to live with the environment, behalf and the normal outcomes of companies that have done remarkably well as a result of these actions. Fact. If you're being one of them, >>it's quite amazing isn't it? I mean, I've talked to a lot of tech companies, CEOs and their customers, and it's almost like they feel the first reaction was course they cared about their there, their employees and their broader families. Number one number two was many companies, as you know, saw a tailwind, and it initially didn't want to be seen as ambulance chasing. And then, of course, the entrepreneurial spirit kicked in and they said, Okay, we can only control what we can control and tech companies in particular just exceedingly Well, I don't think anybody really predicted that early >>on. Yeah, I, um I think of the heart, We're all human beings, and the first reaction was to take it off. Four constituencies, right? One. Take care of your family. Take it off your community, take care of your employees, take care of your customers. And that was the hardest part. The first 4 to 6 weeks was to figure out How do you do each of those four. Once you figured that part out or you figured out ways to get around to making sure you can take it off those you really found the next mom, you really start forgetting our out of continue to innovate Could, you know to support each of those four constituencies and people have done different things. I know it's amazing how, um, Cuba continues to operate As far as a user is concerned, they're all watching anymore. Yes, we don't have the wonderful desk, and we all get to chat and look in the eye. But the content of the messages asked powerful as what it waas a few months ago. So I'm sure this is how we're all going to figure out how to make through this new next normal >>and digital transformation kind of went from from push to pull. I mean, every conference you go to, they say, Well, look at uber, you know, look at Airbnb and it put up the examples you have to do this to, and then all of sudden the industry dragged you along. Some Curis esta is toe. How and and I guess the other point there is digital means data. We've said that many, many times. If you didn't have a digital strategy during the height of the lock down, you couldn't transact business and still many restaurants is still trying to figure this out, But so how did it affect you and your customers? >>Yeah, it's very interesting. And I we spend a lot of time with several of our customers were managing some of the largest I T organizations. We talk about very interesting phenomena that happened some better beginning of this year. About 20 years ago, we used to worry about this thing called the Digital Divide, those who have access the network and Internet and those who don't. And now there is this beta divide, the divide between organizations that know how to leverage, exploit and absolutely excellent the business using data and those adorable. I think we're seeing this effect so very clearly among organizations that unable to come back and address some of this stuff. And it's fascinating. Yes, we all have the examples off the lights off. People are doing delivery. People are doing retailing, but there are so many little things you're seeing organizations. And just the other day, he had a video from Century Days Is Central Data System, which is helping accelerate Cohen 19 research because it will get copies of the data faster than they would get access to data so that these are just much, much faster. Sometimes you know, several days to a few minutes. It's that that level of effect, it's not just down to some seven. You know, you almost think of it as nice to have, but it's must have life threatening stuff. Essential stuff or just addressing. Korea was running a very pretty in a wonderful article about this supercomputer in That's Doing an Aristo covert 19 and how it's figured out most of these symptoms they're able to figure out by just crunching a ton of data. And almost every one of those symptoms that the computer has predicted Supercomputer is predicted has being accurate. It's about data. It is absolutely about data, which is why I think this is a phenomenal time for companies. Toe Absolutely go change. Make this information about data exploration, data leverage, exploitation. And there's a ton of it all over all around us. >>Yeah, and and part of that digital transformation, the mandate is to really put data at the core. I mean, we've we've certainly seen this with the top market cap companies. They've got dated at the core, and and now, as they say it's it's become a A mandate. And, you know, there's been several things that we've clearly noticed. I mean, you saw the work from home required laptops and, you know, endpoint security and things of that. VD. I made a comeback, and certainly Cloud was there. But I've been struck by the reality of multi Cloud. I was kind of a multi cloud skeptic early on. >>Yeah, >>I said many times I thought it was more of a symptom than it was a strategy, but it's that's completely flipped. Ah, recently in r e t r surveys, we saw multi cloud popping up all over the place. I wonder what you're seeing when you talk to your customers and other CEOs. >>Yeah, So fascinating, though really is the first flower part of sometime in 2018. End of 2018 >>Go right, Yeah, >>the act if you'll go on world, which is a phenomenal way to completely change the way you think about the using object storage in the flower for two years that we saw about 20% of our business. By the end of two years, the beginning of this year, 20% of our business was built on never it in the cloud since March. So that was end of our almost ended the Q one. So now we just limit left you three in six months. We added 12 more percent of the business literally weeded in six months. What we did not do before for 18 months before that, right? Significantly more than what we did for a year and a half before that. And there are really three reasons and we see this old nor again, we have a large customer. We closed in January. Ironically, were deploying out of UK, a very large marketing organization. Got everything deployed, running the they're back up and beyond and a separate data center. And they had a practical problem of not being able to access the second sight literally in the middle of deployment. Mystere that customer, Did you see me Google Cloud? Because they were simply no way for them to continue protecting their data, being able to develop new applications with that data that simply had no access. So there was. This was the number one reason the inability for already physically access, but put their their employees at rest and have before the plow would be the infrastructure. That's number one, so that first of all, drove the reason for the cloud. And then there's a second reason there are practical reasons. And why some clerk platforms that good one working the other ones are not. So where, uh, some other more fuels. And so if I'm an organization that has that spans everything, I've got no power PC and X 86 machine A vm I got container platforms. I got Oracle. They got a C P. There is no single cloud platform that supports all my work loaders efficiently. It's available in all the agents I want. So inevitably I have to go at our different about barefoot. So that's a second practical visa. And then there's a strategic reason. No, when no customer what's really locked into anyone card back at least two. You're gonna go pear more likely? Three. So those are the reasons. And then, interestingly enough, have you were on a panel with as global Cee Io's and in addition to just the usual cloud providers of you all know and love inside the U. S. Across the world, in Europe, in Asia, there's a rise off the regional flower fire. See you take all this factor. So have you got absolute physical necessity? You got practical constraints of what can the club provided support the strategic reasons on why either Because I don't want to be locked into a part for better or because there is a rise off data nationalism that's going on, that people want to keep their data within the country bombs all of these reasons. But the foundations or why multiplier is almost becoming a de facto. It's impossible. What a decent size organization to assume. They were just different on one car ready. >>The big trend we're seeing, I wonder if you could comment. Is this this notion of the data life cycle of the data pipeline? It's a very complex situation for a lot of organizations, their data siloed. We hear that a lot. They have data scientists, data engineers, developers, data quality engineers, just a lot of different constituencies and lines of business. And it's kind of a mess. And so what they're trying to do is bring that together. So they've done that data. Scientists complain they spend all their time wrangling data, but but ultimately the ones that are succeeding to putting data at the core is, we've just been discussing are seeing amazing outcomes by being able to have a single version of the truth, have confidence in that data, create self serve for their for their lines of business and actually reduce the end and cycle times. It's driving your major monetization, whether that's cost cutting or revenue. And I'm curious as to what you're seeing. You guys do a lot of work. Heavy work in Dev ops and hard core database those air key components of that data Lifecycle. Yeah, you're seeing in that regard regarding that data pipeline. >>Yeah, it's a It's a phenomenal point if you really want to go back and exploit data within an organization. If you really want to be a data driven organization, the very first thing you have to do is break down the silos. Ironically, every organization has all the data required to make the decisions they want to. They just can't either get to it or it's so hard to make the silos. That is just not what trying to make it happen. And 10 years ago we set out on this mission rather than keep this individual silos of data. Why don't we flip it open and making it a pipeline, which looks like a data cloud where essentially anybody who's consuming it has access to it based on the governance rules based on the security rules that the operations people have said and based on the kind of format they want to see data. Not everyone even want to see the data in a database. Former, maybe you want the database for my convert CSP for my before you don't analytics And this idea of making data, the new infrastructure, this idea of having the operations people provide this new layer for data, it's finally come to roost. I mean, it's it's fascinating. I was the numbers last quarter. We just finished up. You do now. 45% of our customer base is uses activity or for reuse is the back of data for things that excellent. The business things that make the business move faster, more productive or you will survive. That was the mission. That was what we set out to do 10 years ago. We were talking to an analyst this morning, and now this is question off. You know, it looks like there's a team of backup data being reused, said Yeah, that's kind of what we've been saying for 10 years. Backup cannot be an insurance back up in order to your destination. It has to be something that you could use as an asset and that I think it's finally coming to the point with you can use back up a single source of truth only if you designed it right from the beginning. For that purpose, you cannot just lots of lots of ways to fake it. Make it try to pretend like you're doing it. But that was a trooper was off making date of the new infrastructure, making it a cloud, making it something that is truly an ask. And it's fascinating to see our businesses. You take any of our larger counts and the way they've gone about transforming not just basic backup. India. Yes, we are the world's glasses back up in most Kayla will be our solution. That's that's a starting point. But do we will be used after Devil applications 8, 10 times faster? Ron Analytics, 100 ex pastor. The more data you have, the more people who use data you have, the better this return makeups. >>You know, that is interesting to hear you talk about that because that has been the holy Grail of backup. Was toe go beyond insurance to actually create business value. And you're actually seeing some underlying trends We talked about that data pipeline in one of the areas that is the most interesting is in database, which was so boring for so many years. Ah, and you're seeing new workloads emerge. Take the data warehouse beyond your reporting. Never really lived up to its Ah, it's promise of 360 degree view. You mentioned analytics. That's really starting toe happen. Ah, and it's all about data John, for Used to say that your data is that is the new development kit. You call it the new infrastructure, and it's sort of the same same type of theme. So maybe some of the trends you're seeing in ah in database enoughto talk about that for a little bit and then pick your brains and some other tech like object storage is another one that we've really seen takeoff? >>Yeah. So I think our journey with object story began in 16 4017 as we started or Doctor Cloud platform in response to the user requirements, Uh, we did more like most companies have done and unfortunately continue to do to take the in print product. And then it's smooth under the cloud. And one of the things we saw was there was a fundamental difference off how the design points of flower engineering is all about what they're designed it for object story, that one of those one of those primitives fundamental stories, primitives that the cloud providers actually produced that we know really exploited. There was. It was used as a graveyard for data. It's a replacement for me, please, where data goes to die. And then we look at it really closely and say, Well, this is actually a massively scalable, very low cost storage, but it has some problems. It has an interface that you cannot use with traditional servers. Uh, it has some issues around not being able to read, modify right the data. So it feels like a consuming a lot of stories. So we're going to solve those problems because a good two years to come back with something on world that fundamentally creeds objects the lady like this massive use capable high performer disk? Yes, except it is ridiculously low cost and optimize the capacity. So this finger on world that patented has really become the foundation of how everything in our works without using CPU Ray, that is simply nothing at a lower PCO that if you wanted to basic backup, the, uh, more importantly, use that to do this a massive analytics and you don't know more data warehouse data leaks. It is not a good deal of Lake House aladi. All of these are still silent. All of these are people trying to take some data from somewhere put into one of the new construct and have it being controlled by somebody else. This is artist thing. It's just you just move the silos from some place to another place instead of creating a pipeline. If you want to really create a pipeline object story has been integral part of the pipeline, not a separate bucket by itself. And that's what we did. And same thing with databases, you know, most business, most of the critical business and I was on a daily basis, and the ability to find a way to leverage those. Move them on our leverage in terms of whichever format databases access. Which location or Saxes doesn't know how big it is. Lots of work has gone into trying to figure figure that one out. And we we had some very, very good partners in some of the largest customers who help take the journey with us. I'm pretty much all of the global 2000 accounts you see across the board, but an integral part of a process. >>You mentioned the word journey and triggered a thought. Is your discussion with Robbie, the CEO of of Seeing >>A. It was a customer years. >>Ah, and what he said. I liked what he said. He course he used the term journey. We all do. But he said, You know what? I kind of don't like that term because I want to inject the sense of urgency essentially what he was saying. I want speed, you know, journeys like Okay, kids get in the car, were in a drive across country. We're gonna make some stops. And so, while there's a journey, he also was was really trying to push the organization hard and he talked about culture. Ah, as some of the most difficult things and it goes like many. See, I said, Now the technology is almost the easy part. It's true when it works. Oh, I thought that was a great discussion that you had. What were some of your takeaways >>with thinking? Robbie's is very astute. Ah, I t executive was being around the block for so long and one of the fascinating things, but a asking this question about what's the biggest challenge was just gone through this a couple of times. What is the biggest challenge? Taking an organization as vulnerable as well known A C gate is. I mean, this is a data company. This is This is the heart of the Oliver Half the world's data is on seeing stuff. How are you today was, or company has been around for long in the middle of Silicon Valley and make it into ah into a fast growing transformation company that's responding to the newer challenges. And I thought he was going to come back with Well, you know, I gotta go to the abuses. I picked this technology that techno in. Surely that is exactly what I expected he would end up with. There's nothing through technology in this day and age when you can have an Elon Musk and send a card of Mars. It's not many technologies that we can really solve many covered 19 ism. Next one Do we gotta go solve? Well, frankly, he kid upon the one thing that matters to every company. It is the fundamental culture to create a biased of action. It's a fundamental culture where you have to come back and have a deliverable that moves the ball forward every day, every month, every quarter, as opposed to have this CDs off. Like you said, a journey that say's and we all know this right? People talk about, we're going to do this in face one. We're gonna do this and face to and good food release and face three nothing and what happens Invasive. Nobody gets a number feast. I think he did a great job of saying I fundamentally had to go change the culture that was my biggest take away, and this I've heard this so many times the most effective I D execs wait a transformation. It actually shows in the people that they have. It's not the technology, it's the people. And some. This history is replete with organizations that have done remarkably well, not by leveraging the heck out of the technology, but truly by leveraging the change in the people's mindset. And, of course, that at that point that leverages technology where a proper here. But Robbie's a insightful person, always such a They lied to talk them, said they like for him to have chosen us as a its information technology for him to go pull his data warehouses and completely transformed how I was doing manufacturing across the globe. >>You know, I want to have some color of what you just said because some key keep takeaways that from what you just said, ashes is You know, you're right when you look back at the history of the computer industry used to be very well known processes, but the technology was the big mystery and the and the big risk and you think about with Cove it were it not for Technology Way didn't know what was coming. We were inventing new processes literally every day, every week, every month. It's so technology was pretty well understood. It and enabled that. And when you when you think when we talked earlier about putting data at the core, it was interesting to hear Robbie. He basically said, Yeah, we had a big data team in the U. S. A big tainted TV in Europe. We actually organized around silos and and so you guys played a role you were very respectful about, you know, touting active video with him. You did ask him, You know what role you play, But it is interesting to hear and talk about how he had to address that both culturally. And of course, there's technology underneath to enable that unification of data that silo busting, if you will. And you guys played a role in that. >>Yeah, I always enjoy, um, conversation with folks who have taken a problem, identified what needs to be done and then just get it done. And its That's more fascinating than you. Of course, I video plays a small part in a lot of things, and we're proud to have played a small part in his big initiative, and that's true of know the thousands of customers we talk about. But it's such a fascinating story to have leaders who come back and make this transformation happen, and to understand how they went about making those decisions, how they identified where the problem with these are so hard. We all see them in our own life, right? We see there is a there's a problem, but sometimes it takes a wider don't understand. How do you identify them and what do you have to do and more importantly, actually do it? And so whenever use, whenever I get an opportunity with people like Robbie, I think understanding that there's a way to help, uh, we always make sure that we play our own small part, and we're privileged to be a part of those kinds of journeys. >>Well, I think what's interesting about activity on the company that you created is essentially that. We're talking about the democratisation of data, that whole data pipeline, that discussion, that we had the self service of that data to the lines of business and, you know, you guys clearly play a role there. The multi cloud discussion fits into that. I mean that these air all trends that are tail winds for companies that can that can help sort of you know, flattened the data globe. If you if you will, your final thoughts. >>Yeah, I know you said something that is so much at the heart of every idea Exactly that you're talking to, if they truly is. The fundamental asset that I finally end up with is an organization. The democratization of data. Where I do not lock this into another silo, another platform, another ploughed. Another application has to be part of my foundation design and therefore my ability to use each of this cloud platform for the services they provide. While I and they were to move the data to where I needed to be. That is so critical. So you almost start to think about the one possession and organization now has. And we talked about this with a group of CEOs. They might be some pretty soon. Not too far off, but data stolen asset. I might actually have our data mark data market, just like you. I was stopped working, but I can start to sell my data. You know, imagine a coup in 19. There's so many organization that have so much data, and many of them have contributed to this research because this is an existence of issue. But you can see this turning into a next level. So, yes, we've got activities, will move the data toe one level higher where it's become a foundation construct for the organization. The next part is gonna actually done. This is the one asset would actually monetize someone stuff. And it will be not too long when you need to talk about how there's this new exchange and what's the rate of data for this company? Was, is that company in the future trading options? Who knows is gonna be really interesting. >>Well, I think you're right on this notion of a data. Marketplaces is coming, and it's not not that far away, Blash. It's always great to talk to you. I hope next year a data driven weaken we could be face to face. But I mean, look, this has been we we've dealt with it. It's it's actually created opportunities for us toe to reinvent ourselves. So congratulations on the success that you've had and ah, and thank you for coming on the Cube. >>No, thank you for hosting us and always a big fan off Cube. You guys, you engage with you since early days, and it is fascinating to see how this company has grown. And it's probably many people don't even know how much you've grown behind the seats, technologies and culture that you created yourself. So it's hopefully one day we'll strict the table that I would be another side and asking of our transformation. Digital transformation of Cuban cell >>I would love to. I'd love to do that index again. And thank you, everybody for watching our continuous coverage of active fio data driven keeper Right there. We'll be back with our next guest right after this short break. >>Thank you.
SUMMARY :
Great to see you again. is you call it the next normal. There's a is a way to create this next normal, and you just figured out how to live with the environment, And then, of course, the entrepreneurial spirit kicked in and they said, Okay, we can only control what we can control really found the next mom, you really start forgetting our out of continue to innovate Could, I mean, every conference you go to, the divide between organizations that know how to leverage, I mean, you saw the work from I said many times I thought it was more of a symptom than it was a strategy, but it's that's completely End of 2018 Io's and in addition to just the usual cloud providers of you all know and love inside And I'm curious as to what you're seeing. the business move faster, more productive or you will survive. You know, that is interesting to hear you talk about that because that has been the holy Grail of backup. and the ability to find a way to leverage those. You mentioned the word journey and triggered a thought. I want speed, you know, journeys like Okay, And I thought he was going to come back with Well, you know, I gotta go to the abuses. and the big risk and you think about with Cove it were it not for Technology Way How do you identify them and what do you have to do and more importantly, I mean that these air all trends that are tail winds for companies that can that can help sort of you And it will be not too long when you need to talk But I mean, look, this has been we we've dealt with it. the seats, technologies and culture that you created yourself. I'd love to do that index again.
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Will Corkery & Mandy Dhaliwal, Boomi | Boomi World 2019
>>live from Washington, D. C. It's the Cube covering Bumi World >>19 Do you buy movie? >>Welcome to the Cube of Leader in live tech coverage on Lisa Martin John for years with me were a Bumi World in d. C this year Excited to have there could be four really chatty people in this segment warning you now we've got Mandy Dollar while the cmo abou me Anibal Corker s V p of sales guys welcome thistles been in Austin. This is day one of the main event partner event started yesterday Partner Summit One of the things that is always very resonant with Bhumi events as you get this sense of collaboration with your partners with your customers and it's very symbiotic. So some of the numbers that came out today I wanted to kind of geek out on numbers because last boom, the world was on the 11 months ago, and I think the numbers we were talking about where 7500 customers adding five new a day. Now it's over 9000 in over 80 countries. Your partner program is blowing up 580 partners, incredible growth. And Chris McNab told Jonah me earlier today. This event? Actually, no, he said in the keynote five x What? It was the first event. Wow. You guys all look very refreshed for being this busy facade. Mandy, talk to us about what's going on. Abou me from your perspective. The new branding is really cool to have that represent what booby is delivering. We're at a >>growth trajectory and we had to refresh our brand to put a new face on this business so we could accelerate our growth. This is a whole new boo me to the world. When I stood up, it sails kick off earlier this year. In February, we reposition the company and focused ourselves on selling solutions. And as a part of that strategy, to start to amplify this brand to really become more of a known entity in the market, it was time for us to polish the brand up. You know, we had tremendous product market fit for many years. We just forgot to tell the world. So when I came on board, I can't keep a secret. Here I am Brandy. Look and feel. Lots of new customer stories. We're accelerating outcomes. >>Very clean. Logo queen branding. What's the brand promise. Where do you want to take the brand? What's next? Where's this going? Take us through the vision. >>Great question. The vision for the business Is that why we exist? We went through and, you know, we deliver a connected business experience that the real reason why we exist is to accelerate business outcomes for our customers. That is our vision, all right. We're connecting and unifying everything in a ditch. Digital ecosystem. The world has gone digital. No longer is software eating the world digital. Is the new game in town gloomy as well. Poised to go do that? That is the vision. And it's all about the customer and sharing their stories and the winds that they have worthy, enabling technology that drives that outcome faster and better than anybody else >>we had on earlier the founder of Bumi sharing early successes, Lisa asked him the background behind all started, and he said, we made a big bet and self aware Founder said We got lucky and he got lucky. Made a big bet on cloud. Now you guys have 9000 customers. Last year, your number one number one priority was customer success equation then the keynote again this year. You guys are crazy about customer outcomes. What >>is >>that mean? You hear customer success equation? What is the equation? Because the math equation isn't like, is it? What? What is the formula? >>Well, I think it entails a couple of key things. It starts with the product right, and it doing exactly what people are looking for it to do. And the reality is most people come in and they have an idea that they want to do X, and they really end up doing X plus y Times E. And and that becomes that's a big part of it. So getting to understand the platform and then showing them, you know that we really care about their success, that in fact it's either win, win relationship or lose lose, we have to make them successful. We have a tremendous muscle when it comes to customer success and our support efforts and those types of things. So just making sure that they're on the right journey, that they're leveraging the platform that's doing what they wanted to do. And again, we're seeing so many customers come back in now because of that and thinking that they can solve so many more problems than what they originally anticipate >>talking on our opening around. Um, you're successful business model like you talk more about that. But in contrast to what we've been reporting on our sites and silken angle in the Cube is Wall Street sees we work pulled their I p o uber, all these big companies, they buy market share, get a position, and then they try to crank the monetization. They're not being looked upon favorably right now, because that entails extracts from the customer. You guys are more on the other side, the Cloud SAS model, which is provide value if you need more, buy more, lower price fits increased. That's an Amazon like flywheel. Yeah, So you guys are on the positive side of the SAS formula as you have that first you guys agree with that's happening. But what do you say to customers who is booming? Because now you're you have leverage software business. Yeah, we have the professional service is what does this mean for customers? >>We'll get I would say that what it means is that they can come in and solve a problem so much faster than they ever thought they could solve it before. They're thinking they want to go on a journey. Everyone talks about the journey right, and it all. It comes in about 1000 different shapes and sizes. And with Bumi having a layer like this to be able to connect, what you need to connect when you need to connect it, how you need to connect it, that's and doing that in such in a fashion that no one ever really thought. And again. You said you had Rick Nucci and in the Founder where they thought I just talked to a minute ago. And I always say he was talking about how he was listening to some of the customers success stories. And I looked at him. I said You didn't think they were ever going to do all this stuff, that they could do all these things And he said, You know what? We didn't anticipate. It really didn't and so getting them to do that. But the key, to be honest, a big part of our growth, although we're acquiring lots of new logo. Certainly, as you mentioned, let's new customers a huge part of our growth is that again people are going, man. OK, I I brought in a new SAS application service now, or something like that. Okay, that's good. But I've got all these FTP problems and I've got this database issue and I need to be able to leverage this existing on Premiere P. And now I'm going to work Day and I have to be able to, and it's just it's just we see them just starting to get very creative about how they're leveraging the fact >>it's opening up. You say, you know, from a marketing perspective, unlocking potential. But it's really true. I I saw yesterday first and the manifestation of the Bumi fandom. That's rial. I was talking to one of your customers who integrated use integration for a particular opportunity. I thought there might be some, you know? Wow, there's gonna be a lot of data coming out. What can we do with this? And all of the, um, kind of side benefits that came from that they couldn't have predicted. Neither could have Rick Nucci, but how they're able to become even, you know, as a transportation logistics provider, trusted advisors to the carriers and the shippers that work with them. And then they're realizing, Oh, actually what we're doing, you know, under the hood with Bhumi is making a carrier more productive because the workload is less less clicks, etcetera. So it's really it shows the transformation doesn't just stay within your customer, their customers as well. The sort of this snowball effect. It really got that resoundingly yesterday from summer combo, >>where we see the people, the customers figure out if this becomes a common data layer for their monetization journey, right. So now they have control of all this data, no matter where it is and how it's going out in public cloud private clouds, public's ask, whatever it is, and then they now they've got control. They can become creative with the data. Now they can provide new service is to customers and suppliers and partners and internal stakeholders, whatever it might be. And I think that's that's it. Haven't clicked for us a couple years ago, and Mandy has been great about making that really how we send the message and it's really seen takeoff. >>We really speak about transformation, right? That's business processes. That's customer experience. How do you take that data and build upon it using our flow capabilities and take thes wrote processes and start to have them automated in a way that you're driving new customer experiences. Right? Employees on boarding is one that we use internally. We talked about it before our MPs went from a negative. I don't know, two incredibly positive, right? That's what this technology can do. Once you have that data layer in, we become that enabling technology to to go drive these additional >>out. And he has net promoter score for the folks at the jargon that this piece of a good point with the new branding we saw, it resonates. Well, it's gonna create a lot of brand impressions. I know you've done a great job of getting it out there. It's only gonna get better. But you get the brain of pressure. Then I want to know who is booming. If they know Bhumi, who what's the new room? We're gonna be like, What's the plan? How we're going to scale up the messaging? How you gonna take it? The market with the brand, There >>s O. Our core strategic initiatives are really what's on top of mind for Cee Io's right connection is important. That the stuff that will talked about in terms of on Prem and multi hybrid cloud scenarios right modernization, right? Getting stuff off of legacy Fed has a massive opportunity in terms of modernization. We're seeing that already. You know, we were Fed RAM certified in August. We've already got her for stealing the door. Congratulations. A fantastic opportunity on modernization, transformation. The stuff I spoke about customer experience, the one I'm particularly excited about. This is the marketing strategy coming through the innovation layer. We have a quick serve retailer that is now taking facial recognition. When I go through a drive thru triangulating my data with Maya vehicle license plate, making me on the spot loyalty offers and also saying, Oh, Mandy, would you like your regular breath breakfast sandwich Order That is the artist >>or not, you're in a good mood or Rolls Express. Oh, >>yes, >>minutes late today she's going to storm through here, right? Like that level of sentiment analysis based on my voice. The other stuff we heard this morning, right? We're triangulating all of that to go Dr whole new ways of doing business. So that's what I find hard. Your >>ecosystem is a key part of any growth strategy. I have to get the customer equation I loved. Loved the business model. You know, a big fan Disclose that everyone knows that. But be successful. You guys have a challenge. You have to grow the brand. You had to build the ecosystem, build the community with education pieces again. They're these >>air >>real blocking and tackling things. What? You guys, what's your opinion? What do you guys gonna do with that? Give us the playbook. >>We've brought it all together under one brand now, right Community saw this morning the boom Evers. The >>asked 1000 people in that community manager. >>Absolutely. And now we are ready for exponential growth, right? We have a way to game. If I We have a way to certify and train more people are partners. Demand it. There's a skills gap in the market in technology. That's a known fact for many years. So how do we quickly enable intelligence around the Bumi platform and mind trust and share? So that's something that's gonna happen. So we're creating this in waves were creating a viral ality component to our community right, all under the Bumi brand. So it all becomes additive. And that was important for us, as far as a growing up as a business is. Well, we're We're on this fast growth trajectory and everybody's off doing their thing. So I came in and said, All right, guys, let's let's build some cohesion here and that is going to help us as we scale this business >>will. On the sales side, you're gonna get a lot of pull now from the marketing Digital's. A lot of organic stuff goes on digital. We know we do a lot of cubes that we see the data. You guys still get the lead. You got too close sale cycles. This is kind of the business side of it. How's that going? What's that? What's an engagement looked like? How fast do Customs committees that word of mouth they talk to each other? What if some of the dynamics in the field? >>Well, we're seeing some of those times shrink. It's weird. I've been here seven years, so it's, you know, my team then was like 10. Now it's 470 or something, and so we've grown very fast, but it's on. We came in before. It was kind of like a connection deal. Last minute I thought, you know Oh gosh, I got an immigration problem. But now, a couple years later, it started really extending because it became a little more strategic. But now we're starting to see it shrink because people realize they're bringing it in, and they know that it's something that's key to what they have to do. What we're seeing is, is it's it's It's something that all of our partners are partners air so critical to helping us with the journey because we're really still just talking about one little piece of that larger pie. And so they come in and become with Come in with us every single time and we're globalizing as you mentioned all the countries that we're doing this in. But you know, France and Germany, or big efforts for Japan, the Fed those were like four areas. If I could pick that partners and how we're going to those markets >>are credible. Follow up on that. Just as you guys are getting these deals. Whats When does a customer know they have a Bumi opportunity? What is their problems? or a moment Is that a certain use cases? It like, Wow, I got integration problem. Is it integration? Problem called Boo me. What's that? What's the success pattern that you're seeing for the winds? >>You know, I'm gonna go back to the four that we talked about because, you know, part of part of my challenges, the sales leader for seven years was I've said this is the most organic technology I've ever I've ever dealt with. Representative. Because when we walked in, it could go anywhere. People wanted to do Data Analytics. They wanted to solve that TP problem. They wanted to do front. And you heard Olive from Sky. And she's thinking front end customer support stuff. So it really could go anywhere now is always always about managing data and collecting it. But, I mean, it really was. It comes from so many places, and the sale cycle has been, you know, has changed because of it. >>So as the marketing and the brand have evolved since Mandy spent on board, how much are you time? Are you still spending describing? Okay. So Bumi is how much more brand awareness and recognition do you have now? And how is that making the job easier? Because the attention the renewal rate is really high. 97%. >>Yeah, what's actually almost 99% from our field customers, and then we get over AM customers as well, about 97%. So how do we How do we keep the customers >>in terms of brand awareness, all the recognition? How much if you compared to seven years ago, when you were having to say, Well, buoy is now with Chris, McNall said, Hey, there's gonna be 100 different mentions of customer stories at this event alone. How much easier is your job? Enough sense? Because people are now much more aware of Bloomie's capability. >>I think people realize they need. This is what I say to all of our partners and even we're talking Deltek people. Every single customer will invest in this type of technology over the next several years. It might be a very tactical thing to do, but but call it a night pass. Call it a simpler way to connect and manage and access your data. So, yes, we're proud we're over that bridge to say OK, this is what was legitimate I think we're still having conversations about how strategic it is. But again, that's typically an interpretive process. We weigh very rarely come in and say Someone says, Oh, I'm going to replace all of this So it is. It's I'm going to solve this problem And then they go, Oh, all right now And its architects and leaders are going, Oh, well, we could solve all of these other problems that we've had >>Well, and if I may, they say, normally it would have taken me months to do this and you did it in days. Yes, we're interested. So that's that's the value. Proper >>the equation. Accelerate, right? >>Well, they were. The thing that we're observing is that the projects are increasing, not decreasing, and the number of project because they could be little things. That's right. That time to value is the proof points versus the long monolith proposal. It's up and running, and the jet states for months and months. >>Well, you talk about the integrators that we have so many integrators that we work with. We were worried at first years ago. Are we taking their business from them a little bit right? Because they have a lot of folks who are focused on that. But what they found is they're solving problems faster. But they're just doing the time. More problems, right? There's that there's this. Projects are growing. >>What I love about your business model is that the trend that we're covering is it's not I t setting the pace of projects. It's the projects themselves that then dictate to the cloud scale. And so I think you guys are tipping on this new we call Cloud to point out, which is it's completely flipped around anyone. If it's a mission based organization or for profit, there's a project to do something valid. You That's right. I t is just has to support it, not dictate terms. So this is a whole different level of thinking. Having the SAS business model >>well and layer in the usability of the product, right? The interface We go after citizen integrators lines of business. I can go build something for my marketing text back that's powerful, >>and the veterans examples of great one of the key No. Two people have to get done and they make a difference. They create value, >>absolutely speaking of value, this event is five x bigger then it was two years ago. Mandy, congratulations on everything that you guys have done. The voices of your customers are couldn't be stronger. That's the best friend validation that you can get. We're excited to be here. We've had a great day. One can't wait for day two tomorrow. >>Yeah. What are you doing? The product. >>Yes, I do. And more customers as well. We could all live on from sky, for example. Jillian is on. I think candy dot com hopefully is gonna bring in some candy. >>Yes, they well, two ton can. Absolutely. There's candy right back >>here. Awesome, guys. Thank you, Will and Mandy. So much for having the cube here and joining with us today. >>Thank you for your support. It's always great to chat with you about >>our pleasure. See, I told you it's gonna be chatty. John Ferrier. I'm Lisa Martin. You're watching the Cube from Bhumi World 2019. Thanks for watching
SUMMARY :
live from Washington, D. C. It's the Cube covering that is always very resonant with Bhumi events as you get this sense of collaboration with And as a part of that strategy, to start to amplify this brand to really become What's the brand promise. And it's all about the customer and sharing their stories and the winds that they have worthy, Now you guys have 9000 customers. And the reality is most people You guys are more on the other side, the Cloud SAS model, which is provide value if you need more, But the key, to be honest, a big part of our growth, And then they're realizing, Oh, actually what we're doing, you know, and Mandy has been great about making that really how we send the message and it's really seen takeoff. Once you have that data layer in, we become that enabling technology And he has net promoter score for the folks at the jargon that this piece of a good and also saying, Oh, Mandy, would you like your regular breath breakfast sandwich Order That is the artist or not, you're in a good mood or Rolls Express. So that's what I find hard. I have to get the customer equation I loved. What do you guys gonna do with that? We've brought it all together under one brand now, right Community saw this morning the boom Evers. All right, guys, let's let's build some cohesion here and that is going to help us as we scale this business This is kind of the business side of it. bringing it in, and they know that it's something that's key to what they have to do. What's the success pattern that you're seeing for the winds? You know, I'm gonna go back to the four that we talked about because, you know, part of part of my challenges, And how is that making the job easier? So how do we How do we keep the customers in terms of brand awareness, all the recognition? over the next several years. Well, and if I may, they say, normally it would have taken me months to do this and you did it in days. the equation. not decreasing, and the number of project because they could be little things. Well, you talk about the integrators that we have so many integrators that we work with. It's the projects themselves that then dictate to the cloud I can go build something for my marketing text back that's powerful, and the veterans examples of great one of the key No. That's the best friend validation that you can get. The product. And more customers as well. Yes, they well, two ton can. So much for having the cube here and joining with It's always great to chat with you about See, I told you it's gonna be chatty.
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theCUBE Insights | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum, World 2019 brought to you by the M Wear and its ecosystem partners. >> Hey, welcome back, everyone. Live Cube coverage of the emerald 2019 were here in San Francisco, California Mosconi North Lobby. Two sets Our 10th year covering the emerald in our 20th year of Of of our seasons of covering Me to be enterprised Tech. I'm Jeffrey Day Volonte student Justin Warren breaking down day to Cube insights segment. Dave's Do You Do You're on Set Valley set this the meadow set because it's got the steamboat chirping birds behind us. Justin, you've been doing some interviews out on the floor as well. Checking the story's out. All the news is out. Day one was all the big corporate stuff. Today was the product technology news stew. I'll go to you first. What's the assessment on your take on the M, where obviously they're reinventing themselves? Jerry Chen, who we interviewed, said this is Act three of'em where they keep on adding more and more prostitute their core, your thoughts on what's going on. >> So the biggest whore I've seen is the discussion of Tom Zoo, which really talking those cloud native applications. And if you break down VM wear, it's like many companies that said, There's the, you know, core product of the company. It is vey sphere. It is the legacy for what we have and it's not going anywhere, and it's changing. But, you know, then there's the modernization project Pacific howto a bridge to the multi cloud world. How do I bridge Kubernetes is going to come into the sphere and do that? But then there's the application world into the thing I've been. You know, the existential threat to VM, where I've been talking about forever is if we sas if I and cloud If I and all the APS go away, the data centers disappear in Vienna, where dominant, the data center is left out in the cold. So, you know, Pivotal was driving down that that path. They've done a lot of acquisitions, so love directionally where towns who's going time will tell whether they can play in that market. This is not a developer conference. We go to plenty of developer events, so, you know, that's you know, some of the places. I see you know, and and still, you know, >> narrator conference. You're right. Exactly Right. And just I want to get your thoughts, too, because you've been blocking heavily on this topic as well. Dev Ops in general, commenting on the Cube. You know, the reality and the reality, Uh, and the reality of situation from the the announcement. That's a vapor. They're doing some demos. They're really product directions. So product directions is always with VM. Where does it? It's not something that their shameful love, that's what they do. That's what they put out. It's not bakery >> company. It's a statement, A statement of >> direction. We were talking hybrid cloud in 2012 when I asked Pet guess it was a halfway house. He blew a gasket. And now, five years later, the gestation period for hybrid was that. But the end was happy to have the data center back in the back. In the play here, your thoughts on >> Yeah. So this conference is is, I think, a refreshing return to form. So, Vienna, where is as you say, this is an operators conference in Vienna. Where is for operators? It's not Four Dev's. There was a period there where cloud was scary And it was all this cloud native stuff in Vienna where tried to appeal to this new market, I guess tried to dress up and as something that it really wasn't and it didn't pull it off and we didn't It didn't feel right. And now Veum Way has decided that Well, no, actually, this is what they and where is about. And no one could be more Veum where than VM wear. So it's returning to being its best self. And I think you >> can software. They know software >> they know. So flick. So the addition of putting predict Enzo in and having communities in there, and it's to operate the software. So it's it's going to be in there an actual run on it, and they wanna have kubernetes baked into the sphere. So that now, yeah, we'll have new a new absent. Yeah, there might be SAS eps for the people who are consuming them, but they're gonna run somewhere. And now we could run them on van. Wait. Whether it's on Silent at the edge could be in the cloud your Veum wear on eight of us. >> David David so I want to get your thoughts just don't want to jump into because, you know, I love pivotal what they've done. I've always felt as a standalone company they probably couldn't compete with Amazon to scale what's going on in the other things. But bring it back in the fold in VM, where you mentioned this a couple of our interviews yesterday, Dave, and still you illuminate to to the fact of the cloud native world coming together. It's better inside VM wear because they can package pivotal and not have to bet the ranch on the outcome in the marketplace where this highly competitive statements out there so you get the business value of Pivotal. The upside now can be managed. Do your thoughts first, then go to date >> about Pivotal. Yeah, as >> an integrated, integrated is better for the industry than trying to bet the ranch on a pier play >> right? So, John, yesterday we had a little discussion about hybrid and multi cloud and still early about there, but the conversation of past five years ago was very different from the discussion. Today, Docker had a ripple effect with Containers and Veum. Where is addressing that and it made sense for Pivotal Cut to come home, if you will. They still have the Pivotal Labs group that can work with customers going through that transformation and a number of other pieces toe put together. But you ve m where is doing a good enough job to give customers the comfort that we can move you forward to the cloud. You don't have to abandon us and especially all those people that do VM Where is they don't have to be frozen where they are >> a business value. >> Well, I think you've got to start with the transaction and provide a historical context. So this goes back to what I used to call the misfit toys. The Federation. David Golden's taking bits and pieces of of of Dragon Pearl of assets in side of E, M. C and V M wear and then creating Pivotal out of whole cloth. They need an I P O. Michael Dell maintained 70% ownership of the company and 96% voting shares floated. The stock stock didn't do well, bought it back on 50 cents on the dollar. A so what the AIPO price was and then took a of Got a Brit, brought back a $4 billion asset inside of the M wear and paid $900 million for it. So it's just the brilliant financial transaction now, having said all that, what is the business value of this? You know, when I come to these shows, I'd liketo compare what they say in the messaging and the keynotes to what practitioners are saying in the practitioners last night were saying a couple of things. First of all, they're concerned about all the salmon. A like one. Practitioners said to me, Look, if it weren't for all these acquisitions that they announced last minute, what would we be hearing about here? It would have been NSX and V san again, so there's sort of a little concerns there. Some of the practitioners I talked to were really concerned about integration. They've done a good job with Nasasira, but some of the other acquisitions that they may have taken longer to integrate and customers are concerned, and we've seen this movie before. We saw the DMC. We certainly saw the tell. We're seeing it again now, at the end where Veum where? Well, they're very good at integrating companies. Sometimes that catches up to you. The last thing I'll say is we've been pushing You just mentioned it, Justin. On Dev's not a deaf show. Pivotal gives VM where the opportunity to whether it's a different show are an event within the event to actually attract the depths. But I would say in the multi cloud world, VM wears sitting in a good position. With the exception of developers pivotal, I think it's designed to solve that problem. Just tell >> your thoughts. >> Do you think that Veum, where is, is at risk of becoming a portfolio company just like a M A. M. C. Watts? Because it certainly looks at the moment to me like we look at all the different names for things, and I just look at the brand architecture of stuff. There are too many brands. There are too many product names, it's too confusing, and there's gonna have to be a culottes some point just to make it understandable for customers. Otherwise, we're just gonna end up with this endless sprawl, and we saw what the damage that did it. At present, I am saying >> it's a great point and Joseph Joe to cheese used to say that overlap is better than gaps, and I and I agree with him to appoint, you know better until it's not. And then Michael Dell came in and Bar came and said, Look, if we're gonna compete with Amazon's cost structure, we have to clean this mess up and that's what they've been doing it a lot of hard work on that. And so, yeah, they do risk that. I think if they don't do that integration, it's hard to do that. Integration, as you know, it takes time. Um, and so I have Right now. All looks good, right? Right down the middle. As you say, John, are >> multi cloud. Big topic gestation period is going to take five years to seven years. When the reality multi cloud a debate on Twitter last night, someone saying, I'm doing multi cloud today. I mean, we had Gelsinger's layout, the definition of multi cloud. >> Well, he laid out his definition definition. Everyone likes to define its. It's funny how, and we mentioned this is a stew and I earlier on the other set, cloud were still arguing about what cloud means exit always at multi cloud, which kind of multi cloud is a hybrid bowl over. And then you compare that to EJ computing, which computing was always going on. And then someone just came along and gave it a name and everyone just went, huh? OK, and go on with their lives. And so why is cloud so different and difficult for people to agree on what the thing is? >> There's a lot of money being made and lost, That's why >> right day the thing I've said is for multi cloud to be a real thing, it needs to be more valuable to a customer than the sum of its pieces on. And, you know, we know we're gonna be an Amazon reinvent later this year we will be talking, you know? Well, they will not be talking multi cloud. We might be talking about it, but >> they'll be hinting to hybrid cloud may or may not say >> that, you know, hybrid is okay in their world with outpost and everything they're doing in there partnering with VM wear. But you know, the point I've been looking at here is you know, management of multi vendor was atrocious. And, you know, why do we think we're going to any better. David, who hired me nine years ago. It was like I could spend my entire career saying, Management stinks and security needs to be, >> you know, So I want to share lawyers definition. They published in Wicked Bon on Multiply Multi Cloud Hybrid Cloudy, Putting together True Hybrid Cloud Multiply Any application application service can run on any node of the hybrid cloud without rewriting, re compiling or retesting. True hybrid cloud architectures have a consistent set of hardware. Software service is a P I is with integrated network security data and control planes that are native to and display the characteristics of public cloud infrastructure is a service. These attributes could be identically resident on other hybrid nodes independent of location, for example, including on public clouds on Prem or at the edge. That ain't happening. It's just not unless you have considered outposts cloud a customer azure stack. Okay, and you're gonna have collections of those. So that vision that he laid out, I just I think it's gonna >> be David. It's interesting because, you know, David and I have some good debates on this. I said, Tell me a company that has been better at than VM wear about taking a stack and letting it live on multiple hardware's. You know, I've got some of those cars are at a big piece last weekend talking about, you know, when we had to check the bios of everything and when blade Service rolled out getting Veum whereto work 15 years ago was really tough. Getting Veum were to work today, but the >> problem is you're gonna have outposts. You're gonna have project dimensions installed. You're gonna have azure stacks installed. You're gonna have roll your own out there. And so yeah, VM where is gonna work on all >> those? And it's not gonna be a static situation because, you know, when I talk to customers and if they're using V M where cloud on AWS, it's not a lift and shift and leave it there, Gonna modernize their things that could start using service is from the public cloud and they might migrate some of these off of the VM where environment, which I think, is the thing that I am talking to customers and hearing about that It's, you know, none of these situations are Oh, I just put it there and it's gonna live there for years. It's constantly moving and changing, and that is a major threat to VM wears multi clouds, >> Traffic pushes. Is it technically feasible without just insanely high degrees of homogeneity? That's that's the question. >> I I don't think it is and or not. I don't think it's a reasonable thing to expect anyway, because any enterprise you have any M and a activity, and all of a sudden you've got more than one that's always been true, and it will always be true. So if someone else makes a different choice and you buy them, then we'll have both. >> So maybe that's not a fair definition, but that's kind of what what? One could infer that. I think the industry is implying that that is hybrid multi club because that's the nirvana that everybody wants. >> Yeah, the only situation I can see where that could maybe come true would be in something like communities where you're running things on as an abstraction on top off everything else, and that that is a common abstraction that everyone agrees on and builds upon. But we're already seeing how that works out in real life. If >> I'm >> using and Google Antos. I can't easily move it to P. K s or open shift. There's English Kubernetes, as Joe Beta says, is not a magic layer, and everybody builds. On top of >> it, is it? Turns out it's actually not that easy. >> Well, and plus people are taken open source code, and then they're forking it and it building their own proprietary systems and saying, Hey, here's our greatest thing. >> Well, the to the to the credit of CNC, if Kubernetes. Does have a kind of standardized, agreed to get away away from that particular issue. So that's where it stands a better chance and say unfortunately, open stack. So because we saw a bit of that change of way, want to go this way? And we want to go that way. So there's a lot of seeing and zagging, at least with communities. You have a kind of common framework. But even just the implementation of that writing it, >> I love Cooper. I think I've been a big fan of committed from Day one. I think it's a great industry initiative. Having it the way it's rolling out is looking very good. I like it a lot. The comments that we heard on the Cube of Support. Some of my things that I'm looking at is for C N C s Q. Khan Come coop con Coming up is what happened with Kay, native and SDO because that's what I get to see the battleground for above Goober Netease. You see, that's what differentiates again. That's where that the vendors are gonna start to differentiate who they are. So I think carbonates. It could be a great thing. And I think what I learned here was virtualization underneath Kubernetes. It doesn't matter if you want to run a lot. Of'em Furat scale No big deal run Cooper's on top. You want to run in that bare metal? God bless you, >> Go for it. I think this use cases for both. >> That's why I particularly like Tenzer is because for those customers who wanna have a bit of this, cupidity is I don't want to run it myself. It's too hard. But if I trust Vienna where to be able to run that in to upgrade it and give me all of the goodness about operating it in the same way that I do the end where again we're in and I'll show. So now I can have stuff I already know in love, and I can answer incriminating on top of it. >> All right, But who's gonna mess up Multi clouds do. Who's the vendor? I'm not >> even saying it s so you can't mess up something that >> who's gonna think vision, this vision of multi cloud that the entire industry is putting forth who's gonna throw a monkey? The rich? Which vendor? Well, screw it. So >> you know, licensing usually can cause issues. You know, our friend Corey Crane with a nice article about Microsoft's licensing changes there. You know, there are >> lots of Amazon's plays. Oh, yeah. Okay. Amazon is gonna make it. >> A multi clock is not in the mob, >> but yet how could you do multi cloud without Amazon? >> They play with >> control. My the chessboard on my line has been Amazon is in every multi cloud because if you've got multiple clouds, there's a much greater than likely chance >> I haven't been. You know, my feeling is in looking at the history of how multi vendor of all from the I T industry from proprietary network operating systems, many computers toe open systems, D c P I P Web, etcetera. What's going on now is very interesting, and I think the sea so ce of the canary in the coal mine, not Cee Io's because they like multi vendor. They want multiple clouds. They're comfortable that they got staff for that si sos have pressure, security. They're the canary in the coal mine and all the seasons lights, while two are all saying multi clouds b s because they're building stacks internally and they want to create their own technology for security reasons and then build a P eyes and make a P. I's the supplier relationship and saying, Hey, supplier, if you want to work with me, me support my stack I think that is an interesting indication. What that means is that the entire multi cloud thing means we're pick one clown build on, have a backup. We'll deal with multiple clouds if there's workloads in there but primary one cloud, we'll be there. And I think that's gonna be the model. Yes, still be multiple clouds and you got azure and get office 3 65 That's technically multi cloud, >> but I want to make a point. And when pats on we joke about The cul de sac is hybrid cloud a cul de sac, and you've been very respectful and basically saying Yap had okay, But But But you were right, Really. What's hybrid would show me a hybrid cloud. It's taken all this time to gestate you where you see Federated Applications. It's happening. You have on prim workloads, and you have a company that has public cloud workloads. But they're not. Hybrid is >> the region. Some we'll talk about it, even multi. It is an application per cloud or a couple of clouds that you do it, but it's right. Did he follow the sun thing? That we might get there 15 years ago? Is >> no. You're gonna have to insist that this >> data moving around, consistent >> security, governance and all the organizational edicts across all those platforms >> the one place, like all week for that eventually and this is a long way off would be if you go with Serverless where it's all functions and now it's about service composition and I don't care where it lives. I'm just consuming a service because I have some data that I want to go on process and Google happens to have the best machine learning that I need to do it on that data. Also use that service. And then when I actually want to run the workload and host it somewhere else, I drop it into a CD in with an application that happens to run in AWS. >> Guys wrapping up day to buy It's just gonna ask, What is that animal? It must be an influence because hasn't said a word. >> Thistles. The famous blue cow She travels everywhere with me, >> has an INSTAGRAM account. >> She used to have an instagram. She now she doesn't. She just uses my Twitter account just in time to time. >> I learned a lot about you right now. Thanks for sharing. Great to have you. Great as always, Great commentary. Thanks for coming with Bay three tomorrow. Tomorrow. I want to dig into what's in this for Del Technologies. What's the play there when I unpacked, that is tomorrow on day three million. If there's no multi cloud and there's a big tam out there, what's in it for Michael Dell and BM where it's Crown Jewel as the main ingredient guys, thanks for coming stupid in Manchester words, David Want them? John, Thanks for watching day, too. Inside coverage here are wrap up. Thanks for watching
SUMMARY :
brought to you by the M Wear and its ecosystem partners. I'll go to you first. You know, the existential threat to VM, where I've been talking about forever is if we sas if I Dev Ops in general, commenting on the Cube. It's a statement, A statement of But the end was happy to have the data center back in the back. And I think you They know software Whether it's on Silent at the edge could be in the cloud your Veum wear But bring it back in the fold in VM, Yeah, as is they don't have to be frozen where they are With the exception of developers pivotal, I think it's designed to solve that problem. Because it certainly looks at the moment to me like we look at all the different names for things, Integration, as you know, it takes time. When the reality multi cloud a debate on Twitter last night, someone saying, I'm doing multi cloud today. And then you compare that to EJ computing, which computing was always going on. right day the thing I've said is for multi cloud to be a real thing, But you know, the point I've been looking at here is you know, It's just not unless you have considered outposts cloud It's interesting because, you know, David and I have some good debates on this. And so yeah, VM where is gonna work on all and hearing about that It's, you know, none of these situations are Oh, That's that's the question. I don't think it's a reasonable thing to expect anyway, because any enterprise you have any I think the industry is implying that that is hybrid multi club because that's the nirvana that everybody Yeah, the only situation I can see where that could maybe come true would be in something like communities where you're I can't easily move it to P. K s or open shift. Turns out it's actually not that easy. Well, and plus people are taken open source code, and then they're forking it and it building their Well, the to the to the credit of CNC, if Kubernetes. And I think what I learned here was virtualization I think this use cases for both. of the goodness about operating it in the same way that I do the end where again we're in and I'll show. Who's the vendor? So you know, licensing usually can cause issues. lots of Amazon's plays. My the chessboard on my line has been Amazon is in every I's the supplier relationship and saying, Hey, supplier, if you want to work with me, It's taken all this time to gestate you where you see Federated Applications. a couple of clouds that you do it, but it's right. the one place, like all week for that eventually and this is a long way off would be if you go with It must be an influence because hasn't said a word. The famous blue cow She travels everywhere with me, She just uses my Twitter account just in time to time. I learned a lot about you right now.
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Shankar Iyer, VMware | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by VM Wear and its ecosystem partners. >> Welcome back, everyone. Live Cube coverage here in San Francisco, California Mosconi North were in the lobby for VM World 2019. I'm John for a day. Volante are 10 years covering VM World's been exciting, Dave, and we've watched all the changes and our next guest is going to illuminate all the benefits at the top of the stack, as I call the end user experience. Shaker Ire, Who's the V S v. P. And general manager End User Computing within VM, where what that means is, he takes care of all the stuff that we're virtualization creates those efficiencies. I think what Palmer's just called end user computing still, but they still have that name back then, if I remember correctly, >> yeah, you >> know the name is stuck because it's ah, it's sort of income, passes all the technologies and uses use right as digital interface is. So that's why it's and use the computing. It's any digital interface that anybody at work uses. Now, the interesting thing is people don't work in an office anymore, and the interface is no longer just a laptop. >> Well, I want to get into some stupid questions around the work environment cause whether you working at a cafe or at home is all kinds of security issues. Also, user experiences. Collaboration software. But let's first get the news out of the way. Digital work, Space news What's the What's going on? The show? What you guys announcing? Yeah, so >> before we get to >> the news that we met me, frame it up a little bit right? Because when you think about organizations today, especially with the changing demographics, where they're going in terms of new devices, the mobility phenomenon, right, the transformation they're going through in terms of just their own cloud and APS and so on, right it. Every every one of those things effects employees, right. And at the end of the day, you know what organizations want is for the employees to have a great experience all the way, as we call it from higher to retire. Not to do that, you know you need a platform because I can just give you a pretty apt running in the laptop and say, Great, that's That's the end of the employees experience, right? It's fundamentally transforming the own whole environment. That's why it's still retains its term and use the computing. And to do that, you have to hit at least three facets, right? One is, of course, How do you deliver a great experience for the employees where they can get any app, any device, anywhere, any form? Anyway, that's one aspect of it. The second aspect of it is from a nightie standpoint. I've gotta manage all this complexity, right, and it's only growing. It's not shrinking with all the head virginity, so there's a management angle of it, and then the tone angle of it is, you know, security. As you pointed out, right security so important. In fact, what you users want is they don't want any security driven compromises. What is an example of security, even compromise, that I have to go through three passwords because he simply don't trust me? Heck, figure it out. Is what the user's Saito I t especially the millennials. Right. So s So you gotta address that. So the platform that we have workspace one actually addresses all three So we have innovations today and news in all three areas, right? So it's an example. Employ experiences, something we've been driving with enterprises and corporations for at least two years. Now we've upped the ante. We have now introducing a virtual assistant that employees can use either through voice or text to essentially ask questions. Hey, what's how do I get into WiFi? What's my employee directory? Um, you know who I go to first? You know this and that, right? As employed onboard the organization. Those examples of virtual assistant can do it. So we released the virtual assistant. That's a big piece of news in the employ experience. Sadie. Another big piece of news is we are introducing a tech preview of what we call digital employees experience management, which means I t now has a user expedient score that they can look at and say, Hey, is David getting a great expedience? No, it's poor, and I can die right in. I can find out the root cause I can fix the issue, and I could do that automatically. >> KP eyes can come out of that right? Absolutely serviceability. >> Absolutely. And I think you know, I've talked to many Cee Io's and we you know, we drive works based one and they for awhile sort of told me, Hey, this is all good. But >> I don't know how I'm doing all my >> doing with respect to, you know, your best best customer. Um, I ahead and behind and far behind. So this really helps them. >> Here. Let me ask the questions. That's a good point I want because this gets down to the heart of the issue. What is the top requests that you're getting from your customers or top two or three features? That pattern that continued comes back from your customer base when it comes to end user computing. These the experience, >> it spends all three things, right? So the first thing is, they're saying, Listen, I want to be able to deliver a great employee experience some, you know, help me do that. Helping measure and make sure I know what journey, Eman That's one right. Second is I've got to set virginity. I've got this complexity of God. You know, I always phones. I've got android tablets. I've got a you know, Dell laptop. I've got a Mac book. I've got you know a rugged device. I've got some work space I ot devices like printers and ex sector X factor. I've got this head virginity. Just help me manage this complexity in a sort of a unified, seamless, uniform way. Right? And third is help me secure my enterprise. So there's a whole model emerging called zero Trust. Where in the old world, what you do is you just build a huge wall around the enterprise, right? A pedometer, and say I'm inside the wall. I need to be domain joined on that inside the fire world. Therefore, I'm good. I mean, you got to throw that out of the window anymore. >> Doesn't exist in your model, because if a millennial or workaround working at home, that means every single i p device on my network potentially a compromise point. >> Correct. So you have You have to start with that device never ought to be trusted. And every network is hostile, right? If you start out for that reminds, then you build trust over time, right? And how do you build trust? You first say you leverage user identity, You say Okay, Davis who he is, right? And so that becomes an identity. You say this device is trusted or partially trusted. So one of the things we're announcing its part of innovations today is what we call workspace to risk analytic, which means we're able to provide a risk or write for the device. And we can say, Hey, this device is a risk on a score of 1 to 10 of eight, which means I can mostly trust it. Maybe you don't trust the sensitive apse. So therefore, a block access to the most sensitive apse, right? So use a combination of different things. They use things like NSX micro segmentation to your point about how we build on the Via Mary Stack. The carbon black acquisition is phenomenal because it gives us that intelligence. So collectively, we're able to sort of implement the zero trust model. Right. So >> those are the >> three main topics, right? Is employed expedience, unified management and zero trust security are really, really >> important. I want to ask you about your tenure, gm, where coincided with the air watch expedition. And prior to that event theme, we're struggled in this space. Ana Citrix dominated your pre Gerald. You know, your former company kind of fumbling around in air watch now. Air watch, if I recall correctly from wrong was not like the number one player. Just like people are saying carbon blacks, not the number one player. Absolutely. And then you get into the VM where flywheel effect or Sanjay Putin came in and it was great leader. But I wonder if you could sort of describe the ascendancy of the end user computing business at at VM wear. And I'm curious you mentioned carbon black and you kind of replicate that with our end point cloud security, peace. There's obviously a security use case. You clearly just described it, but take us back to >> great, great, great question. So actually, I joined right when literally, maybe a month before the air watch acquisition. Right then. So a Sandy and I and the rest of the team sort of worked this. We said, Hey, listen, a watch is a phenomenal sort of mobile management and security player. We had a very good product and horizon VD I, but it was a little bit isolated, and there were others, like, say, tricks that are sort of motor head in that space. So what? The first thing we did is we have three assets. Actually, the third I said what we had a Fed rated identity asset that we had purchase, but not leverage. So we said he know what the identity really has to get coupled with. You know, the death star pulled the mobile world, so we actually took these three piece parts and started integrating it as he started integrating it. We said, You know, this actually forms a very interesting work space, and we said It's a digital work space to be sort of coined that term and started to really tight together. The experience is a user would have, whether they were in a mobile device, a physical desktop or a virtual desktop right and made that seamless. So that's when the work's based one app was born and this was probably around the 2015 time frame. So we started releasing it, and then we started to stitching together basically all the back and integrations, right, So out >> of >> this out of that was born a workspace. And so, in 2016 with the momentum of the workspace, desktop business came back because now it had it been on. We've done a lot of work on the desktop businesses. Well, we made it very competitive with Citrix. We bought volumes. We integrated that we made it actually the best media solution. The markets, with a tremendous traction by itself in the horizon space and then integrating it works with people, said You know what, I need to get that workspace. And why am I dealing with Citrix this horizon solution within workspace in a more than salts my problem. In fact, it's better in certain areas. So that sort of got momentum going around that we really built that workspace momentum. And that was, I would say, till about 2016 or so. And then we saw these three things coming up. One is Hey, employees, experience matters. We really started pouring effort into the employees experience from, you know, day one day two and beyond. And then recently, including this show, we added divided sort of Day zero and then the off boarding pieces. Well, so employees experience became sort of the lightning rod for why somebody would adopt this workspace one platform which were built by then, right, and then we added on this ability to do modern management, especially on Windows and Mac, which was really starting to take off last year completely. Darden rounded out that portfolio and handsome capability, and then we added Now zero trust model, which is which is now sort of bolstered by the acquisition of carbon black. So you can see this a set off cascading talk, full moves. But we did it in a way where, you know, it was really truly integrated. So when as we come out with carbon black now, one of the most interesting things is right when carbon black comes into the fold, we've already done the integration. We're actually going to show it on my keynote right after this, right? We're actually showing the integration between workspace one intelligence and carbon backs You There you have it. You already have an asset that's completely integrated. >> So the risk or is interesting to me as well, so as endpoint security, because much, much more importantly, no fishing is you know, the big way that people get give up credentials. Does >> any of >> this seep into machines and I ot and edge? >> Yeah, and fabulous question. >> Wonder if you could come. >> Absolutely. I think listen, be if you think about risk oars and if >> you think about >> risks at large and devices they've been largely and Windows devices and not to and blame it on Windows, I think they might accept in a fabulous job of sort of progressing windows. But by far it's the most used operating system in the enterprise, right? But Mobile is getting used there. There, you know, it's starting to make a huge starting take a large part of the real estate of the enterprise. So I think we have a unique opportunity now through the data we collect on mobile devices with workspace one using the underlying air watch technology coupled with some of the, um, you know, data that, you know, data analytics tools we have in the carbon black cloud and the way they do sort of threat analysis and, uh, and determine potential attack vectors. We have an opportunity to leverage that intelligence. And that day, the lake and that technology, coupled with the data, we have to really now build a broader sort of threat surface understanding across multiple devices, and eventually that goes into a I ot. Right. So we're actually going to be working with some of the other technologies we have in Wimmer called Paul's Right. Pulse is very interesting because they have the ability to speak multiple device protocols that nobody does. Okay, so we're gonna take advantage of them potentially to sort of be able to start to poke into devices that are attached to the office, but not quite attached to the office. In the sense they're not mainstream devices you and I would use. But indirectly, you may use it, right? So be able to sort of get a much broader view off a visibility of devices. Second is how to manage them through a combination of workspace, one impulse and third, to get the data so that we can feed it into this federated cloud of workspace one intelligence and carbon black to understand the risk. And that way you have this three prom thing, right? I >> wanna ask you a personal question. Pat gal singer was very prolific this week again. Props of in social Media, Mojo doing a selfie on stage with Craig. Job ate up. Yeah, um, doing a little morning thing, telling people how he prepares for his keynote. Yeah. So how do you prepare for your keynote. Do you like, give it for a M and hit the gym and get a job coming up right after this interview? >> I do. I I I'm not fat. That's incredibly disciplined, I think. I think it's been waking up at 4 a.m. for a long time, so I'm not that much of an early bird. But I prepare because, you know, I've been involved in the construction of the keynote. So for me, it's, um, be started work on this, probably about three months ago, because the story came together. It's very natural to me. Just like you asked me the question. You know, tell me about the evolution. It's just a very natural thing because, like telling you >> on relevant story, not just beady eye. Yeah, it's so much more now. >> It's so much more And, you know, and I've lived through this and I participated in most of the decision making, so, you know, when my head of product marketing company said, Hey, what should we do with the keynote? I said, You know, I have the storyline in mind, right? And sit on the same three or four pillars I'm talking to you about, right? How do we tell the story to the audience about what is the platform? Why should they sort of bet on it? How did they sort of deploy it, show them some real world examples and then basically sprinkling all the innovations? That sounds exciting. So? So because of that story lines always being in my head. So it's not that hard. It's just sometimes you just need to sort of a CZ. You're unstable. >> You're preparing Saul, you're part of Yeah, I was handing it to you. Nobody related it. So >> for me, I think it's just sometimes just rehearsing some of the key parts. And then, of course, the visual cues. And they >> want to slam home the big point. They go. You know, I've been looking at your career. You have to check your technologies, but also, you're pretty much been a product leader. Yeah, and your career definite. So I gotta ask you around from the big movements in the innocent. Like your perspective as a participant. This was a product leaders Well, executive in there and done that. Amazon introduced their first conference around cloud security called reinforces. Here we get Cube coverage there. It was interesting because it wasn't like a typical security conference like black hat. Definitely on our say wasn't so much I t is really about cloud security. And so Dave and I were speculating like, this is the first cloud security show. I mean, dedicated to kind of cloud security didn't say cloud security, but essentially, cloud security. >> What is >> your take on the cloud security? Because a >> little bit >> of a different view, little bit architectural change. If you gotta have the on premises, you're gonna have the cloud if things any working together, some things you're doing and security quite frankly, around isolation to, you know, working in in any environment. You're that year in the middle of it all. >> Yeah. >> What is cloud >> security and why I have a conference isn't relevant with your thoughts. >> That's a >> great question. I think you know, you see many of these trends, I think, you know, listen, many of these conferences, they provoke their thought provoking, so it forces you to think right? So when I think about cloud security now, traditionally when you think about cloud security, you would think about technologies like Cass be light cloud access service broker. You would think about encryption to means much more than I do >> all the usual stuff in the back. If he's there, other people are there. But no. >> Yeah, I mean more than my coffee. I think you know you. It's sort of you think of the the the NL unlocked to cloud securities Data center security where you think of the sort of Amazon cloud living in Amazon Data Center. And, you know, how can we protect the, you know, the data and the egress access into those cloud and in the same technology sort of apply, but to your point that you sort of just touched upon its That cloud is not living in isolation. First of all, that Amazon Cloud is connected to a whole bunch of, you know, applications that are still sitting in the data center. Right. So they were not there. Potentially not moving the Oracle database today isn't there moving some workloads to the cloud, right? That's what most most companies are. Hey, guess what? There's all these end points of the connecting the connecting both the data center in the cloud. You're not gonna proxy to the cloud to get to the data center. So there's gateways. So do me. Cloud security can't be an isolated, you know, sort of technology that companies have to sort of think about now is there Is there opportunity to leverage the cloud to manage security better and get visibility in the security environment to do security? Analytics? Absolutely. So I think to me, that's where it's going. Because security, I think, has been proven, is no longer. You know, the one sing single thing. It's just you have to do multiple things. Every time I go talk to CSO's, they tell me they got this technology. I said, Hey, wait a minute. You you have 20. Did you cut down any yet? We've got down a few, but you know, they're just nervous about cutting down too much. Because of that one piece of software >> insurance policy. They're insecure. >> They cut to the added four, >> another tool. Bullshit. I think I think the architecture will get simpler because it's way too complex, but the same time I think you have to. There's no sustenance, cloud security and network security or endpoint security, and >> maybe there's a whole new group emerging within VM where that you could add to your repertoire en Pointe computing group your end user computing. Why don't have endpoint computing? That's >> what you're holding >> is you know is all about what do we need to do for the user? Both as I t and the end user? Okay. And now he now folks like hr and so on, the securities has to be built into it, right? So much like that. I think when you go build our data centers are the public cloud and build this hybrid clouds, security is to be built into that as >> well. We'll shake our thanks for coming on and sharing your insights. A super important area. We're gonna be covering this. This is cloud to point of this end user computing. This is where the edge of the network is. That's where the people are. They are part of the edge. A thin part of the edge of a big part of the edge. You're gonna be in the middle of it will be following the attraction. Thanks for coming on. You So much for having me having played Cuba, Cuba live here in San Francisco on chopper develop the state tune from or we have two sets. Three days of wall to wall coverage, worldly in day one. Stay with us. We gotta have Michael Dell. Pat Nelson. Come on Tomorrow and a lot more guests coming onto. They stay with us. We'll be right back.
SUMMARY :
Brought to you by VM Wear and its ecosystem partners. he takes care of all the stuff that we're virtualization creates those efficiencies. Now, the interesting thing is people don't work in an office anymore, and the interface is no Well, I want to get into some stupid questions around the work environment cause whether you working at a cafe or at home is all kinds And at the end of the day, you know what organizations want is for the employees to have a great KP eyes can come out of that right? But doing with respect to, you know, your best best customer. What is the top requests I want to be able to deliver a great employee experience some, you know, help me do that. Doesn't exist in your model, because if a millennial or workaround working at home, So one of the things we're announcing its part I want to ask you about your tenure, gm, So a Sandy and I and the rest the employees experience from, you know, day one day two and beyond. So the risk or is interesting to me as well, so as endpoint security, because much, much more importantly, I think listen, be if you think about risk oars and if In the sense they're not mainstream devices you and I would use. So how do you prepare for your keynote. But I prepare because, you know, I've been involved in the construction Yeah, it's so much more now. It's so much more And, you know, and I've lived through this and I participated in most of the decision making, So And they So I gotta ask you around from the big movements If you gotta have the on premises, you're gonna have the cloud if I think you know, you see many of these trends, I think, you know, listen, many of these conferences, all the usual stuff in the back. the NL unlocked to cloud securities Data center security where you think of the sort too complex, but the same time I think you have to. maybe there's a whole new group emerging within VM where that you could add to your repertoire en And now he now folks like hr and so on, the securities has to be built into Cuba live here in San Francisco on chopper develop the state tune from or we have two sets.
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Val Bercovici, PencilDATA & Ed Yu, StrongSalt | AWS re:Inforce 2019
>> live from Boston, Massachusetts. It's the Cube covering A W s reinforce 2019. Brought to you by Amazon Web service is and its ecosystem partners. >> Hey, welcome back and run cubes. Live coverage of A W S Amazon Webster's reinforced their inaugural conference around security here in Boston. Messages. I'm John for a day. Volante Day we've been talking about Blockchain has been part of security, but no mention of it here. Amazon announced a Blockchain intention, but was more of a service model. Less of a pure play infrastructure or kind of a new game changes. So we thought we would get our friends to come on, the Cuban tell. Tell us about it. Val Birch, Avicii CEO and founder. A pencil day that Cube alumni formerly of NetApp, among other great companies, and Ed You, founder and CEO of Strong Salt. Welcome to the Q. Tell us why aren't we taught him a Blockchain at a security conference on cloud computing, where they always resource is different. Paradigm is decentralized. What's your take? >> So maybe having been in this world for about 18 24 months now, Enterprise lodging reinvents about six months ago and jazz he mentioned that he finally understood US enterprise an opportunity, and it was the integrity value, finest complex, even announced a specific product announced database available, >> maybe bythe on cryptographic verifiability of transactions minus the complexity of smart contract wallets. Wait, you party with Amazon way too. Versions right? One for distributed use cases. When I call, everyone rises. Never like you need to know what >> the Amazon wants to be that hard on top like complexity. But the reality is, they're they're They're world is targeting a new generation star 14 show is the new generation of developing >> a >> new generation of David. They were. Some of those are in trouble, and I'm hard core on this because it's just so obvious. >> I just can't get him behind myself if you don't >> see this out quicker. The new developers are younger and older systems people. There's a range of ages doing it. They're they're seeing the agility, and it's a cultural shift, not just the age thing. Head this. They're not here right now. This is the missing picture of this show, and my criticism of reinforces big, gaping hole around crypto and blocks, >> and I actually know that people I don't see anything here because it is difficult to currency. >> Blocking is very important that people understand way. Launch strong allows you to see the launching. I don't think that works. Basically, Just like Well, well said everything you do, you always have a single source. I think that's something that people doing this thing here. You want to get your thoughts on this because you made a comment >> about security native being the team here and security native implying that Dev ops what they did for configuration hardening the infrastructures code. You have to consider this token economic business model side of it with the apple cases, a decision application is still an application. Okay. Blockchain is still in infrastructure dynamic their software involved. I mean, we're talking about the same thing is they're lost in translation. In your opinion? >> Well, yeah, I think that you know, to your point, Val, if you can abstract that complexity away, But the fundamentals of of cryptography and software engineering and game theory coming together is what always has fascinated me about this space. And so you're right. I think certainly enterprise customers don't wanna you know, they hear crypto, though no, although it's interesting it was just a conference IBM yesterday. They talk a lot about Blockchain. Don't talk about crypto to me. They go together. Of course, IBM. They don't like to talk a lot about job loss and automation, but But the reality is it's there and it's it's it's has a lot of momentum, which is why you started the company. >> Yeah, we're actually seeing it all over right now. And again, our thing is around reducing, If not eliminating the friction towards adopting Blockchain so less is more. In our case, we're explicitly choosing not to do crypto wallets or currency transactions. It's that Andy Jassy observation the integrity value, the core integrity, value for financial reconciliation, for detecting supply chain counterfeiting for tracking assets and inventory across to your distribution. Unifying multiple source systems of record into a shared state. Those are the kinds of applications received >> culture, and there's so many different use cases, obviously, so >> an Amazon likes to use that word. Words raised the bar, which is more functionality, but on the other, phrases undifferentiated, heavy lifting. There's a lot of details involved in some of those complexity exactly what you're talking about that can be automated away. That's goodness. But you still have a security problem of mutability, which is a beautiful thing with Blockchain. >> Actually, a lot of times people actually forgot to mention one thing that blotchy and all you do that's actually different before was Actually privacy is actually not just security is also privacy, which actually is getting bigger and bigger. As we know, it's something that people feel very strongly about because it's something they feel personal about. And that's something that, in fact, took economics encourages a lot of things that enables privacy that was not able to do before. >> Well, look at Facebook. What do you think about >> face? I'm wonder that you know, I'm a public face book critic. I think they've been atrocious job on the privacy front so far in protecting our data. On the other hand, if you know it's kind of like the mullahs report, if you actually read Facebook's white paper, it's a it's not a launch. It's an announcement. That's a technical announcement. It's so well written, designed so far, and it's Facebook doesn't completely control it. They do have a vision for program ability. They're evolving it from being a permissions toe, ultimately a permission less system. So on paper, I like what I read. And I think it will start to, you know, popularizing democratize the notion of crypto amongst the broader population. I'm going to take a much more weight see approach. Just you know, >> I always love Facebook. I think the den atrocious job. But I'm addicted. I have all my stuff on there, um, centralized. They're bringing up, they bring in an education. Bitcoin is up for a reason. They're bringing the masses. They're showing that this is real market. This is kind of like when the web was still viewed as Kitty Playground for technologists say, Oh, well, it's so slow. And that was for dummies. And you had the Web World Wide Web. So when that hit, that same arguments went down right this minute, crypto things for years. But with Facebook coming, it really legitimizes that well, you bring 2,000,000,000 people to the party. Exactly a lot of good. Now the critics of Facebook is copied pass craft kind of model and there's no way they're gonna get it through because the world's not gonna let Facebook running run commerce and currents. It's like it's like and they don't do it well anyway. So I think it's gonna be a game changing market making move. I think they'll have a play in there, but I don't think that's not gonna have a global force. Says a >> lot that you get 100 companies to put up 10 >> 1,000,000 Starship is already the first accomplice. >> They don't need any more money. We have my dear to us, but >> still the power but the power of that ecosystem to me. I was a big fan of this because I think it gives credibility. So many companies get get interested in it, and I'm not sure exactly what's gonna come out of it. It's interesting that, you know, Bitcoins up. They said, Oh, cell, you're becoming like No, no, no, this is This is a very mature >> Well, I I think open is gonna always win. If you look at you know, the Web's kind of one example of kind of maturity argument. I think the rial analog for me, at least my generation value probably relate to this. David, you as well, you know, I've been born yet you are But, you know, T c p I p came after S n a which IBM on the deck net was the largest network at that time to >> not serious. Says >> mammal. Novell was land all three proprietary network operating systems. So proprietary Narcisse decimated by T c p i p. So to me, I think even their Facebook does go in there. They will recognize that unless they stay open, I think open will always win. I think I think this is the beginning of the death of the closed platform. >> Yeah, they're forced her. I think they have to open it up because if you didn't open up, people won't trust them, and people will use them. And if a Blockchain if you don't have a community behind it, there will be nothing. >> Well, so the thing about the crypto spraying everywhere with crypto winter, But but to your point d c p i p h t t p d >> N s SMTP >> Those were government funded or academic funded protocols. People stop spending money on him, and then the big Internet companies just co opted. No, no, that's what G mails built on. >> Well, I've always said >> so But when you finish the thought, is all this crypto money that came in drove innovation? Yeah, So you're seeing, you know, this new Internet emerge, and I think it's it's really think people, you know, sort of overlooked a lot of the innovation that's >> coming. I have always said, Dave, that Facebook is what the Web would look like if Tim Berners Lee took venture financing. Okay, because what they had at the time was a browser and the way that stand up websites for self service information. They kept it open and it drives. Facebook became basically the Web's version of a, well, lengthen does the same Twitter has opened. They have no developer community. So yeah, I think it is the only company in my opinion, actually does a good job opening up their data. Now they charge you for that. It brings up way still haven't encrypt those. The only community that's entire ethos is based on openness and community you mentioned. And that is a key word >> in traditional media. Of course, focus on the bad stuff that happens, but you know those of us in the business who will pay attention to it, see There's a lot of goodness to is a lot of mission driven, a lot of openness, and it's a model for innovation. What do you guys think about the narrative now to break up big tech? You know you're hearing Facebook, Amazon, Google coming under fire. What are your thoughts on that? >> So I wrote a block, maybe was ahead of its time about 18 months ago. Is coincided with Ginny Rometty, a Davos and 2018 2019 talking about data responsibility. Reason we're having this conversation is at the tech industry. By and large and especially the fang stocks or whatever we're calling them now have been irresponsible with our data. The backlash is palpable in Europe. It's law in Europe. Backlash we knew was going to start at the state level here. There's already ahead of my personal schedule. Federal discussions, FTC DOJ is in a couple weeks ago, so it's inevitable that this sort of tech reckoning is coming in. Maur responsibility is gonna have to be demonstrated by all the custodians of our data, and that's why we're positioning. Check it as a chain of custody is a service to demonstrate to the regulators your customers, your partners, suppliers, you know, transparency, irrefutable transparency, using Blockchain for how you're handling data. You know, if you don't have that, transparency can prove it. Or back to the same old discussions were back Thio Uninformed old legislators making you know Internet, his tubes type regulations. So here, here >> and DOJ, you could argue that they may be too slow to respond to Microsoft back in the nineties. I'm not sure breaking up big tech is the right thing, because I think it's almost like a t. The little Tex will become big checks again, but they should not be breaking the law. >> I think there's a reason why is there's actually a limitation off. What is possible in technology because they understand and also Facebook understands well, is that it's actually very, very hard to have data that's owned by your customers. But you are the one who's keeping track over everything, and you are the one using the data right. It's like a no win, because if you think about encryption cryptography, yes, you can make the data encrypted. That way, the customer has the key. They control it, but then Facebook can offer the service is. So now you have a Congress thinking, Well, if there's no technological way of doing this, what can you do in a legal perspective on a, you know, on the law perspective, toddy make it so that the customer actually owned the data. We actually think that is a perfect reason why you have to actually fix the book. Actually, technical should be built on our platform because we actually allow them to have a day that's encrypted and stupid able to operations holiday tha if the customer give them the permission to do so. And I think that's the perfect word way to go forward. And I think Blockchain is the fundamental thing that brings everybody together, you know, way that actually benefits everyone knows >> and take him into explain strong salt your project. What's it about? What's the mission? Where you >> so so we see strong saw as actually privacy. First, we literally are beauty, a platform where developers including Facebook linked and salesforce can't you build on top of platform, right? So what happens when you do this is that they actually give the data governess to the customers, customers Mashona data. But because our cryptography they actually can offer service is to the customers. When a customer allowed them to do so, for example, we have something. All search of encryption allows you to encrypt the data and still give the search. Aubrey on the data without decrypting the data. First, by giving the power to developers and also the community there, you can have our abstract you currently use. But they're not hard to use that frictionless and still offer the same service that Frank Facebook or sell stolen offer the favor. >> You could do some discovery on it. >> You can't do things >> some program ability around >> exactly, even though the data is encrypted. But custom owns the day. So the customer has to give them permission to do so Right this way. Actually, in fact, launched the first app that I told you it's called strong vote. You can Donald ios or Andrew it And you can't you see the Blockchain play little You can see the rocking your fingerprint. I think a fingertip to see what happens to a data. You see everything that happens when Sheriff I or you open a fire or something, I guess. >> Congratulations, Val. Give a quick plug for your project chain kid into the new branding. They're like it. Pencil data. Where are you on your project? >> So after nine months of hard selling, we're finding out what customers actually paying for right now. In our case, it's hardening their APS, their data and their logs and wrapping the chain of custody around those things. And the use case of the security conference like this is actually quite existential When you think about it, One of the things that the industry doesn't talk enough about is that every attack we read about in the headlines was three privilege escalation. So the attackers somehow hacked. Your Web server managed to get administrative credentials and network or domain administrative credentials. And here's what professional attackers do once they have godlike authority on your network. They identify all the installed security solutions, and they make themselves invisible because they can. After that, they operate with impunity. Our technology, the security use case that we're seeing a lot of traction is, is we can detect that we're applying Blockchain. We're agnostic, so bring your own Blockchain in our case. But we're able >> chain kit a product. Is it a development environment >> globally. Available service Jose on AWS rest ful AP eyes and fundamentally were enabling developers to harden their app stuff to wrap a chain of custody around key data or logs in their laps so that when the attacker's attempt a leverage at administrative authority and tamper with locks tamper >> with service, not a software, >> it's a apply. It's a developer oriented service, but >> this is one of the biggest problems and challenges security today. You see the stat after you get infiltrated. It takes 250 or 300 days to even detect, and I have not heard that number shrink. I've heard people aspire number streaking this. >> We can get it down to realize a crime tip of the spear. That's what we're excited to be here. We're excited to talk about One of the dirty secrets of the security industry is that it shouldn't take a year to detect in advance attack. >> Guys, Thanks for coming on. Cuban sharing your insight. Concussions in your head. Well, great to see you. >> Likewise. And thank you, j for having us on here, and we're looking forward to coming back and weigh. Appreciate. Absolutely >> thankful. Spj Thanks for you. >> It was always paying it forward. Of course, really the most important conversation, that security is gonna be a Blockchain type of implementation. This is a reality that's coming very soon, but we're here. They do is reinforce. I'm talking about the first conference with Amazon Web sources dedicated to sightsee. So's Cee Io's around security jumper. Develop the stables for more coverage. After this short break, >> my name is David.
SUMMARY :
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Brian Biles, Datrium & Benjamin Craig, Northrim Bank - #VMworld - #theCUBE
>> live from the Mandalay Bay Convention Center in Las Vegas. It's the king covering via World 2016 brought to you by IBM Wear and its ecosystem sponsors. Now here's your host stool minimum, >> including I Welcome back to the Q bomb stew. Minuteman here with my co host for this segment, Mark Farley, and we'll get the emerald 2016 here in Las Vegas. It's been five years since we've been in Vegas, and a lot of changes in five years back Elsa do this morning was talking about five years from now. They expect that to be kind of a crossover between public Cloud becomes majority from our research. We think that flash, you know, capacities. You know, you really are outstripping, You know, traditional hard disk drives within five years from now. So the two guests I have for this program, Brian Vials, is the CEO of Day Tree. Um, it's been a year since we had you on when you came out of stealth on really excited cause your customer along. We love having customers on down from Alaska, you know, within sight view of of of Russia. Maybe on Did you know Ben Craig, who's the c i O of Northern Bank. Thank you so much for coming. All right, so we want to talk a lot to you, but real quick. Ryan, why do you give us kind of the update on the company? What's happened in the last year where you are with the product in customer deployments? >> Sure. Last year, when we talked, daydream was just coming out of stealth mode. So we were introducing the notion of what we're doing. Starting in kind of mid Q. One of this year, we started shipping and deploying. Thankfully, one of our first customers was Ben. And, uh, you know, our our model of, ah, sort of convergence is different from anything else that you'll see a v m world. I think hearing Ben tell about his experience in deployment philosophy. What changed for him is probably the best way to understand what we do. >> All right, so and great leading. Start with first. Can you tell us a little bit about north from bank? How many locations you have your role there. How long you've been there? Kind of a quick synopsis. >> Sure. Where we're growing. Bank one of three publicly traded publicly held companies in the state of Alaska. We recently acquired residential mortgage after acquiring the last Pacific Bank. And so we have locations all the way from Fairbanks, Alaska, where it gets down to negative 50 negative, 60 below Fahrenheit down to Bellevue, Washington. And to be perfectly candid, what's helped propel some of that growth has been our virtual infrastructure and our virtual desktop infrastructure, which is predicated on us being able to grow our storage, which kind of ties directly into what we've got going on with a tree and >> that that that's great. Can you talk to you know what we're using before what led you to day tree? Um, you know, going with the startup is you know, it's a little risky, right? I thought, Cee Io's you buy on risk >> Well, and as a very conservative bank that serves a commercial market, risk is not something that way by into a lot. But it's also what propels some of our best customers to grow with us. And in this case, way had a lot of faith in the people that joined the company. From an early start, I personally knew a lot of the team from sales from engineering from leadership on That got us interested. Once we kind of got the hook way learned about the technology and found out that it was really the I dare say we're unicorn of storage that we've been looking for. And the reason is because way came from a ray based systems and we have the same revolution that a lot of customers did. We started out with a nice, cosy, equal logic system. We evolved into a nimble solution the hybrid era, if you will, of a raise. And we found that as we grew, we ran into scalability problems. A soon as we started tackling beady eye, we found that we immediately needed to segregate our workloads. Obviously, because servers and production beauty, I have a completely different read right profile. As we started looking at some of the limitations as we grew our video structure, we had to consider upgrading all our processors, all of our solid state drives, all of the things that helped make that hybrid array support our VD infrastructure, and it's costly. And so we did that once and then we grew again because maybe I was so darn popular. within our organization. At that time, we kind of caught wind of what was going on with the atrium, and it totally turned the paradigm on top of its head for what we were looking for. >> How did it? Well, I just heard that up, sir. How did the date Reum solution impact the or what did you talk about? The reed, Right balance? What was it about the day trim solution that solved what was the reed right? Balance you there for the >> young when we ran out of capacity with our equal logic, we had to go out and buy a whole new member when he ran out of capacity with are nimble, had to go out and buy a whole new controller. When we run out of capacity with day tree, um, solution, we literally could go out and get commoditized solid state drives one more into our local storage and end up literally impacting our performance by a magnifier. That's huge. So the big difference between day trim and these >> are >> my words I'm probably gonna screw this up, Bryant, So feel free to jump in, and in my opinion day trip starts out with a really good storage area network appliance, and then they basically take away all of you. I interface to it and stick it out on the network for durable rights. Then they move all of the logic, all of the compression, all of the D duplication. Even the raid calculations on to software that I call a hyper driver that runs the hyper visor level on each host. So instead of being bound by the controller doing all the heavy lifting, you now have it being done by a few extra processors, a few extra big of memory out on their servers. That puts the data as close as humanly possible, which is what hyper converging. But it also has this very durable back end that ensures that your rights are protected. So instead of having to span my storage across all of my hosts, I still have all the best parts of a durable sand on all the best parts of high performance. By bringing that that data closer to where the host. So that's why Atrium enabled us to be able to grow our VD I infrastructure literally overnight. Whenever we ran out of performance, we just pop in another drive and go and the performances is insane. We just finished writing a 72 page white paper for VM, where we did our own benchmarking. Um, using my OMETER sprayers could be using our secondary data center Resource is because they were, frankly, somewhat stagnant, and we knew that we'd be able to get with most level test impossible. And we found that we were getting insane amounts of performance, insane amounts of compression. And by that I can quantify we're getting 132,000 I ops at a little bit over a gig a sec running with two 0.94 milliseconds of late and see that's huge. And one of the things that we always used to compare when it came to performance was I ops and throughput. Whenever we talk to any storage vendor, they're always comparing. But we never talked about lately because Leighton See was really network bound and their storage bender could do anything about that. But by bringing the the brain's closer to the hosts, it solves that problem. And so now our latent C that was like a 25 minutes seconds using a completely unused, nimble storage sand was 2.94 milliseconds. What that translated into was about re X performance increase. So when we went from equal logic to nimble, we saw a multiplier. There we went from nimble toed D atrium. We saw three Export Supplier, and that translated directly into me being able to send our night processors home earlier. Which means less FT. Larger maintenance window times, faster performance for all of our branches. So it went on for a little bit there. But that's what daydreams done for us, >> right? And just to just to amplify that part of the the approached atrium Staking is to assume that host memory of some kind or another flash for now is going to become so big and so cheap that reads will just never leave the host at some point. And we're trying to make that point today. So we've increased our host density, for example, since last year, flash to 16 terabytes per host. Raw within line di Dupin compression. That could be 50 a 100 terabytes. So we have customers doing fairly big data warehouse operations where the reeds never leave the host. It's all host Flash Leighton see and they can go from an eight hour job to, ah, one hour job. It's, you know, and in our model, we sell a system that includes a protected repositories where the rights go. That's on a 10 big network. You buy hosts that have flash that you provisions from your server vendor? Um, we don't charge extra for the software that we load on the host. That does all the heavy lifting. It does the raid compression d do cloning. What have you It does all the local cashing. So we encourage people to put as much flash and as many hosts as possible against that repositories, and we make it financially attractive to do that. >> So how is the storage provisioned? Is it a They're not ones. How? >> So It all shows up, and this is one of the other big parts that is awesome for us. It shows up his one gigantic NFS datastore. Now it doesn't actually use NFS. Itjust presents that way to be anywhere. But previously we had about 34 different volumes. And like everybody else on the planet who thin provisions, we had to leave a buffer zone because we'd have developers that would put a bm where snapshot on something patches. Then forget about it, Philip. The volume bring the volume off lying panic ensues. So you imagine that 30 to 40% of buffer space times each one of those different volumes. Now we have one gigantic volume and each VM has its performance and all of its protection managed individually at the bm level. And that's huge because no longer do you have to set protection performance of the volume level. You can set it right in the B m. Um, >> so you don't even see storage. >> You don't ever have to log into the appliance that all you >> do serve earless storage lists. Rather, this is what we're having. It's >> all through the place. >> And because because all the rights go off, host the rights, don't interrupt each other the host on interrupt together. So we actually going to a lot of links to make sure that happens. So there's an isolation host, a host. That means if you want a provisional particular host for a particular set of demands, you can you could have VD I next door to data warehouse and you know the level of intensity doesn't matter to each other. So it's very specifically enforceable by host configuration or by managing the VM itself. Justus, you would do with the M where >> it gets a lot more flexibility than we would typically get with a hyper converge solution that has a very static growth and performance requirements. >> So when you talk about hyper convergence, the you know, number one, number two and number three things that we usually talk about is, you know, simplicity. So you're a pretty technical guy. You obviously understand this. Well, can you speak to beyond the, you know, kind of ecological nimble and how you scale that house kind of the day's your experience. How's the ongoing, how much you after, you know, test and tweak and adjust things? And how much is it? Just work? >> Well, this is one of the reasons that we went with the atrium is well, you know, when it comes down to it with a hyper converge solution, you're spanning all of your storage across your host, right? We're trying to make use of those. Resource is, but we just recently had one of our server's down because it had a problem with his bios for a little over 10 days. Troubleshooting it. It just doesn't want to stay up. If we're in a full hyper converged infrastructure and that was part of the cluster, that means that our data would've had to been migrated off of that hostess. Well, which is kind of a big deal. I love the idea of having a rock solid, purpose built, highly available device that make sure that my rights are there for me, but allows me to have the elastic configuration that I need on my host to be able to grow them as I see fit. And also to be able to work directly with my vendors to get the pricing points that I need for each. My resource is so our Oracle Servers Exchange Server sequel servers. We could put in some envy Emmy drives. It'll screen like a scalded dog, and for all of our file print servers, I t monitoring servers. We can go with Cem Samsung 8 50 e b o. Drives pop him in a couple of empty days, and we're still able to crank out the number of I ops that we need to be able. Thio appreciate between those at a very low cost point, but with a maximum amount of protection on that data. So that was a big song. Points >> are using both envy. Emmy and Block. >> We actually going through a server? Refresh. Right now, it's all part of the white paper that way. Just felt we decided to go with Internal in Vienna drives to start with two two terabyte internal PC cards. And then we have 2.5 inch in Vienna ready on the front load. But we also plumbed it to be able to use solid state drive so that we have that flexibility in the future to be able to use those servers as we see fit. So again, very elastic architecture and allows us to be kind of a control of what performance is assigned to each individual host. >> So what APS beyond VD? I Do you expect to use this for? Are you already deploying it further? >> VD I is our biggest consumer of resource is our users have come to expect that instant access to all of their applications eventually way have the ability to move the entire data center onto the day trim and so One of the things that we're currently completing this year is the rollout of beady eye to the remaining 40% of our branches. 60% of them are already running through the eye. And then after that, we're probably gonna end up taking our core servers and migrating them off and kind of through attrition, using some of our older array based technology for testing death. All >> right, so I can't let you go without asking you a bit. Just you're in a relationship with GM Ware House Veum. We're meeting your needs. Is there anything from GM wear or the storage ecosystem around them that would kind of make your job easier? >> Yes. If they got rid of the the Sphere Web client, that would be great. I am not a fan of the V Sphere Web client at all, and I wish they'd bring back the C Sharp client like to get that on the record because I tried to every single chance I could get. No, the truth is the integration between the day tree, um and being where is it's super tight. It's something I don't have to think about. It makes it easy for me to be able to do my job at the end of the day. That's what we're looking for. So I think the biggest focus that a lot of the constituents that air the Anchorage being where user group leader of said group are looking for stability and product releases and trying to make sure that there's more attention given to que es on some of the recent updates that they have. Hyper visor Weber >> Brian, I'll give you the final word takeaways that you want people to know about your company, your customers coming out. >> Of'em World. We're thrilled to be here for the second year, thrilled to be here with Ben. It's a It's a great, you know, exciting period for us. As a vendor, we're just moving into sort of nationwide deployment. So check us out of here at the show. If you're not, check us out on the Web. There's a lot of exciting things happening in convergence in general and atriums leading the way in a couple of interesting ways. All >> right, Brian and Ben, thank you so much for joining us. You know, I don't think we've done a cube segment in Alaska yet. so maybe we'll have to talk to you off camera about that. Recommended. All right. We'll be back with lots more coverage here from the emerald 2016. Thanks for watching the Cube. >> You're good at this. >> Oh, you're good.
SUMMARY :
It's the king covering We think that flash, you know, So we were introducing the notion of what we're doing. How many locations you have your role there. And so we have locations all the way from Fairbanks, Alaska, where it gets down to negative 50 negative, Um, you know, going with the startup is you know, it's a little risky, right? at some of the limitations as we grew our video structure, we had to consider How did the date Reum solution impact the or what we had to go out and buy a whole new member when he ran out of capacity with are nimble, had to go out and buy a whole new So instead of being bound by the controller doing all the heavy lifting, you now have it being You buy hosts that have flash that you provisions from your server vendor? So how is the storage provisioned? So you imagine that 30 to 40% of buffer space times Rather, this is what we're having. So we actually going to a lot of links to make sure that happens. it gets a lot more flexibility than we would typically get with a hyper converge solution that has a very static How's the ongoing, how much you after, you know, test and tweak and adjust things? Well, this is one of the reasons that we went with the atrium is well, you know, Emmy and Block. so that we have that flexibility in the future to be able to use those servers as we see fit. have the ability to move the entire data center onto the day trim and so One of the things that we're currently right, so I can't let you go without asking you a bit. focus that a lot of the constituents that air the Anchorage being where user group leader Brian, I'll give you the final word takeaways that you want people to know about your company, It's a It's a great, you know, exciting period for us. so maybe we'll have to talk to you off camera about that.
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Jeffrey Davis, Deloitte Consulting | Oracle OpenWorld 2015
>>live from San Francisco, extracting the signal from the noise. It's the cues covering Oracle OpenWorld 2015. Brought to you by Oracle. How your hosts, John Courier and Jeff Rick Wait, >>We are here. Live in Howard's treated oracle. OpenWorld for Silicon Angles, The Cube Exclusive coverage Star flagship program. We go out to the events extract the cinnamon noise. I'm John Kerry, the founder of Silicon, and Brian gracefully lead analyst on all the cloud and all the infrastructure stuff going on here. Next guess is Jeffrey Davis, Principal Gore, Oracle, global leader for Deloitte and Touche. Legend in the industry. I've been covering Oracle for a long time. Good to see you, John Bryan allegedly knew she had to get that in there. Love that. You know you guys are. The service's angle has been something that the service's business is. It's been changing radically. Now more than ever with clouds. I really want to get your take because you are an executive looking at this transformation of cloud. But the Lloyd across all the Oracle customer base, your party with customers. So you're the front lines. I gotta ask you straight up. What is the number one thing customers are looking at right now that you partner with four Cloud to figure it out. Is it a migration? All the above, And what do you think about that? So when customers are evaluating the cloud or our clients are looking at the club, you really focus on three things. One is agility. Thea other one is time and the other one is valued. So how quickly can we adopt to the changing environment? How quickly can we leverage technologies like clouds in order to be able to respond to our customers, to adapt to the changing needs of our employees, to embrace our business strategy in a new and innovative way? So I said legend, you know, talk about the eighties for women on camera. That's important point I want to bring up. Is that Is that the old way? Big growth of client server was around software middleware right year BC around you name it that created huge consultancies like Lloyd, you participated in that create a lot of wealth creation for the customers, create value, right, but their cycles were long in the deal. That'll be about 12 13 years now, months and almost a year or two, there were all these big deployments. Now the cloud is accelerating when you compare and contrast time of then share. And now with the cloud Just how much the deployments change the software, the organizations, How you guys operate a new way to do that job well, and we're all responding to the market, right? While responding to customers needs Cloud didn't come about because of technology in it of itself. But we're really all in this ecosystem responding to our customers must customers a really demanding from us is there demanding agility and speed. As I said before, if you take a look at the way we used to do things, basically you had a a large capital investment on the part of the customers. They went, they bought the software, they bought the hardware, they had to hire the expertise of an advantage, mail the eggs, and you're looking at a transformation for them that could take anywhere from 12 to 24 months or longer before they would get time to value. And, you know, these projects didn't go as planned. No, that's this is Yeah, I know the change orders came in paid more cash on DSO. We all got a really bad reputation because of the high costs in a long time to value and even if value was ever realized in some cases, now we take a look at the environment and what the cloud enables us to do is move in a much faster pace. Way used to have what we call a waterfall approach to design and implementation went into a big room and you talked about the world and I never ran that way. And then you put it into the system and then people never really embraced it, because when it came out, it didn't look like anything they thought they were gonna get. This is completely different with cloud. Now you can take an agile approach. Now you can sit and listen to the customer demands very quickly respond to what they think they need, where they really generate value. And then you can focus on those things and very quickly there, in a design session with you And at the end of the day, >>changed management is much easier because they've been a part of the process and also, you know, looking at 90 days sprints. You're looking at things that are done. You know, in >>six months, six months, time to value that can give you compress a competitive advantage. You know, that could help you retain Maur employees or customers. So it's really some timetable. Met Lavery s V p of the Cloud Gru. Gru Integration was saying they were doing provisioning on in 24 minutes. Multiple deployments like like nobody's business. What has them in the timetable that you're seeing for some of these times of value, horizons means hurdles. These milestones said days, weeks, months, hours, minutes. I mean, when you go to a customer base where their expectations of what you guys deliver, there's some insight there. Some of it depends on the environment. So remember they're still clients. We have local customers that are in a highly regulated industry or have a very complex prisons process. Those are gonna take a longer there is they're gonna take in. Technology is not necessarily on the critical path. But when you look at those other areas that frankly, you don't differentiate yourself very much or speed with a solution concave you a competitive advantage. You know, you're looking at a client expectations of anywhere from 90 days, you know, to six months, you know, manager here, very manager, but aggressive. Visa VI the old way. Well, certainly, And the other piece that we're not really talking about is, you know, it's not enough for us to put the technology out there. It's also got to be used and adopted. You know, when you had those large transformations. It's very hard for an organization to absorb all of that change. Now we're looking at the fine entry point that you could get with clouds with that fine entry point. Now we can sub select areas with greatest impact, but we're not changing the entire organization. >>Mark Hurd has the C I. O. G. On this morning and one of the comments that he made. I've heard this a number of times over the last 12 18 months. He essentially said, I have a ton of undifferentiated applications now. They're things that that Oracle thinks are fantastic. HCM and C. R. M and Air P. But in essence, everybody has those. Every business has those very undifferentiated, but they're complicated. What? You Seymour, you see more people saying you know what take those. Help me migrate those into SAS applications, you know, save costs. Where do you see more saying, You know what? Give me the other 20%. The ones that drive business differentiation, ones that are new cloud native applications. What do you see in your mix? What's pushing your customers >>to push you? You know, it depends on the geography, and it depends on the industry and some other things. If you want to talk about North America, which tends to be one of the largest markets in the world, if not the largest market in the world, when you're looking in North America, really people have gone through a lot of the major ear piece. Remember the earlier conversation? You know, they have suffered through tens of millions, hundreds of millions of dollars, and their boards were not satisfied that they got the results of the expected. Now, when you take a look at what's happening, you know, people are now being much more strategic in their investments, much more prescriptive there. Look how they spent exactly, because now the boards have different expectations. They've already gone and spent all that money on technology. They can't go back to the board. Can't say we need to redo this. What they do are willing to fund is you want to get into a new business. If you want to spin something off, you need to stand it up right away. If a customer you know, provide you a new opportunity, you want to shift to that new opportunity. Really? Well, technology is the basis of a lot of this transformation. So Cloud provides that opportunity and it's modest investment with really quick, high value. It's a great point >>you look at I t In the past decades prior to this evolution, we're seeing the cloud consolidate, consolidate, consolidate, right? I don't know the well again. I just went to the well, apparently running, you know, whatever the model was there. But now they're under a lot of pressure to drive top line revenue. Absolute. Now, the top line revenue equations, a completely different mindset. You have to go out and oh, cut the market. You gotta use a shadow I t or your authorized go out. Do legitimate stand up new platforms are Can you give me an example of that? We're seeing more of that now. A clear Mandate. Cee Io's Go take a New Hill or let's consolidate these apt and reposition for this new use case, which is not. That's experiment, but it's certainly a new market opportunity, and they gotta do their due diligence, so it's almost unparalleled. Due diligence kills your waterfall. That's one doesn't talk about that dynamic. Where examples you give go. Take that new top line revenue driver. So you know that there are customers that are looking at new partnerships in the marketplace, and those new partnerships have dynamic new business models. You know, it's not like opening up another hamburger stand. You know, they're not necessarily expanding into our core business. They're really looking at ways to amplify growth. If you're gonna take that as a strategic position, then you know customer or client of ours would focus on, you know, let's take this innovation the market. We don't want to invest a lot in it, waste a lot of time and lose the competitive advantage. Let's >>get to market first. Let's provide a new product or service to the market where we can move very quickly, and then the >>net result is we can see the benefits right away. And if it isn't way, haven't sunk a lot of time and money and something that's not necessarily gonna have the same values. We just had Shawn Price on. And I'm gonna ask this because it's a lemon that you're in because you're part of the customer right here, the strategic partner of the customer. So that idea top line revenue growth could come from a partner. When I see How do you work in that? Quick, You're cool to work with my Aunt VI's. Bring that into the table. You're absolutely so this market is changing. You know, Cloud clearly changes everything and much more so than some of the things we've seen in the past. And so now we need to position ourselves differently now for the Deloitte Business Model way. We're really in a specialized business of focusing highly on value and value creation. We weren't necessarily in other areas and we have different partnerships now. Those partnerships are shifting. Oracle provides us a complete platform. You know, we don't >>have to really get involved in a lot of the aspects of the platform that, frankly, we're in our core competency and frankly, weren't our clients what >>you talked about that customer interaction? What do you have to do to change what we've seen? Different size, trying different approaches? We've seen some that are partnering with cloud Provider, but they want to be their own flat for acquiring them. What changes in terms of the skills you have to hire the way you expect that interaction toe happen between you and customer. Because to a certain extent, like for developers, developers love self service. They do. You know, they they are shadow I because they're driving What changes in your world for that? >>So this is really kind of an interesting question. Very early on, when Oracle made cloud product available >>in HCM, we saw an opportunity. Our clients had the demand because they wanted to create a more sticky environment from customers. What better >>way than providing them better products in the HCM space? We made major investments there. Now we're a leader in HCM, and if I look back over that experience, what do we do differently? First of all, we had to change our mindset. You know, it's not enough just to say the cloud, but you gotta live the cloud because it truly is more agile. It truly is faster. You can take your old methods and tools and approaches all the things that worked for you before. A lot of them don't work anymore. There's some but some really good winds here, especially in the change management side. Also, you know, we'd have clients that had to kind of do it yourself brain surgery that have to order their own hardware that have provisional themselves. You know, that became a real mess. Now we're looking at something that's a lot different. We're not in that business anymore. You know, we do support on Prem where our clients think it's important and strategic course. But now we've got a new, agile methodology. Now we've trained our workforce. We've got 14,500 professionals around the world. We've had to move that group, and Oracle really helped us do that. They've been very collaborative in sharing I p and sharing methods and tools with us so we can make that adjustment. Not only have we had to change that when you think about our other methodologies, all of our other methodology to create value to change management, they were all thoroughly integrated. We've had to rethink those, but it's been a great story because we could go to the client. We can say we can get you there faster because where technology was a barrier world, >>it was on the critical path. We're now changing that. And by the way, this technology is not your old technology. It's much better. It's much more robust. How >>do you you know, obviously we're here It at an oracle OpenWorld. It could be called Oracle Cloud >>World if we really wanted to. I mean, >>it's a lot of it is the red stack. A lot of it is one cloud. How do you manage that against customers saying, Well, look, there's other options as well. I wanna have the ability to leverage this cloud for something. Oracles cloud for certain things. How do you do? You find your customers want multiple clouds or one cloud is good enough? >>Well, we're all teaching right? We're all teaching the world about God because you know there's still people that look at it in a variety of different ways. I think it's an excellent question, so let's think about this. >>Do you want to be your own systems integrator for your smartphone. You want to go by an operating system? Do you want to go buy a separate peace of heart? Where do you >>want to decide what APS fit? What don't. And do you want to actually try to get those abs together? I don't think we want to do that anymore. And I try to use that as an example for my clients. Tell them. Look, let's not be your own systems integrator. You is a iittie executive. You could be an officer toe, help the organization get to their business goals. You know, you're not in another yourself a business objective, but you could be an agent for change. I try to educate them so they can help their colleagues explain cloud, take the fear out and then show the art of the possible. What about the security model? I mean, I wouldn't get your take on you little bit biased because your manager Oracle really? But what would be global, critical or complementary events? How you feel about it? But the intense security message is really a game changer in my mind. Follows on incredible theory. Incredible application. Certainly the product's gonna be ready soon. If it works, it's like a car that does the key turnover. It's like it's all good on paper. Certainly a game changer. Security outside number One thing you're hearing Get some color to that because, you know, if that plays out, if you believe that end N security on the chips and software Silicon plays out the way they say it would, that's gonna change the game. For sure. It is. So none of us and you can go through a week without hearing about a major security breach. When you think about this, you step back and think about the potential here. Our stuff is starting to talkto our stuff. But our stuff isn't unless it's based on. Oracle isn't all thoroughly integrated, so somebody can break into our stuff and they can get access to our lives and they can change our lives. That's hugely powerful. So we are very concerned about security, and Lloyd is one of the largest organizations. In fact, we have a cyber practice that looks at both Proactiv reactive aspects of security. Here's the big concern we have as all this stuff starts, get interconnected. The Internet of things, security becomes a major issue. We need more breakthroughs and security. And I think oracles on the vanguard certainly as we get into what we call a hyper hybrid cloud on Prem on Cloud. Some of that's gonna be a great emotion is no. Perimeter is nothing either. Protect is the Wild West total while and, you know, despite what you believe, boards and people are not reacting fast enough to security threats. And that's why you're seeing these breaches into my knowledge. I don't think anybody has been breached with Orgel security in place. But that said, you have to be really, But still, they probably would get out. There's not that they're hiding it, but the point is, you need to be united engine system. It's hard to do that in a open source world, right? So you have a horizontally scaled open source phenomenon, and it's growing our market and a vertically integrated product requirement. You believe I want Indian security, then you gonna go vertically integrated. You do purpose built. But if you want scale a 1,000,000,000 large scale a k a cloud, you want horizontally scalable. How do you reconcile that with your customers? Well, you know so again. It's difficult for them because unless you've had a security threat, it's very difficult to really get them to take the initiative. You know, the more that we can build security in, the more that it's covered in the Red Sea. More that we get a comprehensive end to end product. I think it allows us to help the client realize you know the risk and help them. The old Fowler said. In The Cube they had they had this done in 2005. Finally took a bunch of security breaches to get people's attention to your point. It's on everyone's agenda. Number one right it is. And yet you know how much is enough? Well, we find the people are too reactive and not not proactive enough. >>What's the What's the temperature of your customers right now? I mean, you know, Tesla's out, they're disrupting Uber's out. Their Airbnb are they? Are they sort of defensive and paranoid? You know that Andy Grove, always trying to be aggressive with a saying No, no, no, no. I'm not letting these little guys into my market. I'm gonna go be aggressive and try and push back what a general feeling. There's a lot of interesting startup disruption going on really changing industry. >>There is, and you know, there's so many sort of partnerships and alliances, mergers and new innovations. You know, right now, clients are very uncomfortable. Just the transition from on Prem to Cloud is a major change in our clients have been the expert for technology for decades for their organization. They are having trouble keeping up with all of it. It can be disruptive. They're looking at what's unique in their industry. You know what is regulation driving? You know what is innovation driving in their industry? But, you know, they're always on the learning curve. They're always trying to figure out if we want to get your final thought wrapping up here to get your take for the folks that are watching here on camera that couldn't make it here were beloved world. What is this show about it? We've been here six years. You've seen that transformation. About four years ago, Larry looked like a deer in the headlights, almost stuck in his tracks and smoke coming out of his ears like he felt that the scene felt like a pivotal moment couple years ago. And then since then, just been every year. Oracle just gets more and more energy, just like dominated that march of the crowd. Almost like four years ago. Like we're gonna win that. What's your vibe? You see that same thing here and shared some color on the take is over the years, and we've been doing this a lot in various forms Over the years. There's been the promise of riel innovation. There's been the promise, real change in the industry. We saw sort of incremental change. We really see increments. Exponential change now and now. The promises fulfilled. We have real product. We're taking the market. We're doing interesting product, right? Israel product. It's very riel, and we have work to be done. But yeah, really studies and customers? Well, it's an evolution. But this is really sort of an epiphany at the moment, because we've never had, >>you know, full sweets of product in the marketplace. Not right now. I don't know that there are any other large you know. Air Pia options in the clouds away there is for Oracle and look at the host of service is that have been announced over the last year. >>This this particular show for us, you know, really isn't accelerating. All these products and service is in the cloud that are now available. They give us a lot of different options that we never had. A great quote. Put that on a cube. Jim. Thanks for joining Us. Way are here live in San Francisco's Howard Street for the Cube Special. Exclusive coverage of Oracle OpenWorld Q. Be right back with more of this short break. Thanks for watching.
SUMMARY :
Brought to you by Oracle. What is the number one thing customers are looking at right now that you partner with four you know, looking at 90 days sprints. You know, that could help you retain Maur employees or customers. You Seymour, you see more people saying you know what take those. You know, it depends on the geography, then you know customer or client of ours would focus on, you know, Let's provide a new product or service to the market where we can move very quickly, Bring that into the table. What changes in terms of the skills you have to hire the way you expect So this is really kind of an interesting question. Our clients had the demand because they wanted to create a more sticky environment Not only have we had to change that when you think about our other And by the way, this technology is not your do you you know, obviously we're here It at an oracle OpenWorld. World if we really wanted to. How do you manage that against customers you know there's still people that look at it in a variety of different ways. Do you want to be your own systems integrator for your smartphone. the client realize you know the risk and help them. I mean, you know, Tesla's out, they're disrupting Uber's Oracle just gets more and more energy, just like dominated that march of the crowd. you know, full sweets of product in the marketplace. This this particular show for us, you know, really isn't accelerating.
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